8-KFiled Aug 9, 8:00 PM ET
Roper Technologies Announces 401(k) Blackout Period for Recordkeeper Transition
$ROP · ROPER TECHNOLOGIES INCResearch Summary
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Roper Technologies Announces 401(k) Blackout Period for Recordkeeper Transition
What Happened
- Roper Technologies, Inc. (ROP) announced on Aug 6, 2026 that participants in its Employees’ Retirement Savings 003 and 004 Plans will face a temporary blackout period while the plans’ recordkeeping is moved from Vanguard to Fidelity Investments.
- The blackout is expected to begin at 4:00 p.m. Eastern Time on Sept 25, 2026 and to end during the week of Oct 18, 2026. During the blackout, participants cannot change investment elections, transfer assets among funds, obtain loans or distributions, or perform certain other transactions—including transactions involving Roper common stock held in the 401(k) Plans.
- The company notified directors and executive officers on Aug 7, 2026 that, subject to certain exceptions, they will be prohibited from buying, selling, or otherwise transferring company equity acquired through their service during the blackout.
Key Details
- Plans affected: Roper Technologies, Inc. Employees’ Retirement Savings 003 Plan and 004 Plan.
- Recordkeeper change: Vanguard → Fidelity Investments; Fidelity services effective Oct 2, 2026.
- Blackout timing: begins 4:00 p.m. ET Sept 25, 2026; expected to end during the week of Oct 18, 2026.
- Information access: actual blackout start/end dates available (free) for two years after the blackout by contacting the Plan Administrator at Roper Technologies, Inc., 6496 University Parkway, Sarasota, FL 34240 or (941) 556-2601.
Why It Matters
- For participants: you may be unable to move money, change investments, take loans, or access distributions from your 401(k) for the blackout window—plan ahead if you expect to need access or want to rebalance around these dates.
- For insiders and investors: directors and executive officers are subject to trading restrictions during the blackout, which may temporarily limit their ability to transact in Roper shares held through the plans.
- The filing is procedural and informational (recordkeeper transition), but it impacts plan liquidity and the timing of transactions for participants and affected insiders.