Form 4: Rogers Corp. CAO Reeder Reports Equity Transactions

Rogers Corporation's Corporate Controller & CAO, Raymond Sean Reeder, reported the acquisition of restricted stock units and shares through an employee stock purchase plan, alongside shares withheld for tax obligations.

Summary

• Raymond Sean Reeder, Corporate Controller & CAO of Rogers Corporation, acquired 651 shares of Capital (Common) Stock on February 12, 2026, as an award of Time-Based Restricted Stock Units (RSUs).
• These RSUs convert to common stock on a one-for-one basis under the 2019 Long-Term Equity Compensation Plan and vest in equal one-third increments on each of the first three anniversaries of the grant date.
• The beneficial ownership following this transaction was 1,940 shares, which includes 27 shares acquired by Reeder under the Issuer's Global Stock Ownership Plan for Employees (ESPP) for the six-month period ended December 15, 2025.
• On February 13, 2026, 53 shares of Capital (Common) Stock were disposed of at a price of $107.79 per share.
• These 53 shares were withheld by Rogers Corporation to satisfy tax withholding requirements upon the vesting of time-based restricted stock units.
• Following the tax withholding transaction, Reeder's direct beneficial ownership stands at 1,887 shares.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a moderately positive, routine disclosure. It reflects ongoing executive compensation and participation in employee stock plans, which are generally positive for aligning management and shareholder interests, despite the necessary tax-related share withholding.

Positives

• Raymond Sean Reeder received an award of 651 Time-Based Restricted Stock Units, indicating ongoing compensation and alignment with company performance.
• Reeder acquired an additional 27 shares through the company's Global Stock Ownership Plan for Employees, demonstrating participation in employee stock purchase programs.

Negatives

• 53 shares were withheld by the company to cover tax obligations related to the vesting of restricted stock units, reducing the immediate net share gain.

Future Outlook

The Time-Based Restricted Stock Unit award vests in equal one-third increments on each of the first three anniversaries of the grant date (February 12, 2026), contingent on continued employment. A pro-rated amount of unvested units may vest if employment terminates due to death, disability, or retirement prior to the third anniversary.

Industry Context

StockSavvy.ai notes that the reported transactions are routine insider compensation disclosures, common across publicly traded companies. The use of Restricted Stock Units (RSUs) and Employee Stock Purchase Plans (ESPPs) are standard practices for aligning executive incentives with shareholder interests and fostering employee ownership within the broader industry.

Comparison to Industry Standards

• The use of Time-Based Restricted Stock Units (RSUs) as a component of executive compensation is a common practice, aligning with compensation structures seen at comparable companies in the materials and specialty chemicals sector, such as DuPont or 3M, which often utilize similar long-term incentive plans.
• The provision for vesting over three years is a standard duration for such equity awards, aiming to retain key personnel and incentivize sustained performance, consistent with global benchmarks for executive retention programs.
• Participation in an Employee Stock Purchase Plan (ESPP) is also a widely adopted benefit, encouraging broad-based employee ownership and financial participation, similar to programs offered by many large corporations across various industries.

Stakeholder Impact

• Shareholders: The RSU award aligns management's interests with shareholders by tying compensation to future stock performance and retention.
• Employees: The Global Stock Ownership Plan for Employees (ESPP) encourages broader employee ownership, potentially increasing employee engagement and retention.

Next Steps

• The remaining unvested Restricted Stock Units will vest in equal one-third increments on the first, second, and third anniversaries of the February 12, 2026 grant date, provided employment continues.

Key Dates

Keywords

Rogers Corporation, ROG, Form 4, Insider Transaction, Restricted Stock Units, RSU, Equity Compensation, Employee Stock Purchase Plan, ESPP, Corporate Controller, CAO