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Company Analysis

JCI Insider Trading

JCI | Market Equity

Comprehensive Trading Performance Summary

The investment history of corporate insiders at JCI provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Market Equity sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2009-12-15 01:02 2009-12-14 Boyd Colin Officer - Vice President BUY $27.91 700 $19,535 700 +100.0%
2009-12-03 22:24 2009-12-01 Harvey Charles A Officer - Vice President BUY $27.38 120 $3,279 39,611 +0.3%
2009-11-16 22:25 2009-03-02 LACY WILLIAM H Director SELL $10.63 215 $2,286 46,495 -0.5%
2009-11-16 22:11 2009-03-03 ROELL STEPHEN A Director, Officer - Chief Executive Officer SELL $10.67 327 $3,490 722,515 0.0%
2009-11-10 21:40 2009-11-06 Molinaroli Alex A Officer - Vice President OPT+S $26.30 28,050 $737,723 53,666 0.0%
2009-02-05 00:18 2009-02-04 Bolzenius Beda Officer - Vice President BUY $12.50 48,000 $600,000 92,395 +108.1%
2008-12-04 01:51 2008-12-01 DAVIS SUSAN F Officer - Executive Vice President SELL $16.58 0 $4 176,664 0.0%
2008-11-03 18:19 2008-10-31 Molinaroli Alex A Officer - Vice President SELL $17.89 19,732 $353,049 34,500 -36.4%
2008-10-30 20:20 2008-10-29 Harvey Charles A Officer - Vice President BUY $15.95 1,300 $20,735 30,529 +4.4%
2008-01-25 23:28 2008-01-24 CLARIOND EUGENIO Director BUY $32.89 60,000 $1,973,118 370,743 +19.3%
2008-01-25 00:18 2008-01-24 Bolzenius Beda Officer - Vice President BUY $32.80 4,500 $147,600 44,282 +11.3%
2007-07-24 01:15 2007-07-20 CLARIOND EUGENIO Director BUY $120.02 20,000 $2,400,400 102,581 +24.2%
2007-06-20 23:44 2007-06-18 FIORI GIOVANNI JOHN Officer - Executive Vice President SELL $113.46 40,000 $4,538,272 227,100 -15.0%
2007-06-14 01:29 2007-06-12 FIORI GIOVANNI JOHN Officer - Executive Vice President SELL $110.00 20,000 $2,200,000 267,100 -7.0%
2007-05-23 00:42 2007-05-21 VOLTOLINA FRANK A Officer - Vice President and Treasurer OPT+S $110.25 6,300 $694,575 11,466 0.0%
2007-05-22 01:40 2007-05-18 CLARIOND EUGENIO Director BUY $110.00 19,200 $2,112,000 82,581 +30.3%
2007-04-27 02:20 2007-04-25 Harvey Charles A Officer - Vice President OPT+S $102.87 6,600 $678,942 7,139 0.0%
2007-03-27 01:05 2007-03-23 CLARIOND EUGENIO Director BUY $95.96 31,000 $2,974,760 63,381 +95.7%
2007-03-27 01:02 2007-02-14 CLARIOND EUGENIO Director BUY $96.94 30,900 $2,995,446 32,381 +2,086.4%
2007-03-21 00:39 2007-03-16 WANDELL KEITH E Officer - President and COO OPT+S $94.94 124,000 $11,772,448 75,400 0.0%
2007-03-14 00:54 2007-03-12 ROELL STEPHEN A Director, Officer - Vice Chairman & Exec Vice Pres OPT+S $95.28 190,000 $18,102,383 214,890 0.0%
2007-02-27 01:40 2007-02-23 Harvey Charles A Officer - Vice President OPT+S $99.16 7,400 $733,770 7,080 0.0%
2007-02-06 00:34 2007-02-01 Sherrill Gregg M Officer - Vice President SELL $93.18 5,331 $496,742 0 -100.0%
2007-02-05 23:44 2007-02-02 DAVIS SUSAN F Officer - Executive Vice President OPT+S $94.75 50,000 $4,737,650 59,661 0.0%
2007-01-31 23:34 2007-01-30 OKARMA JEROME D Officer - VP, Secretary & Gen Counsel OPT+S $90.34 13,200 $1,192,431 20,024 0.0%
2007-01-30 20:10 2007-01-26 OKARMA JEROME D Officer - VP, Secretary & Gen Counsel OPT+S $92.12 16,800 $1,547,656 20,024 0.0%
2007-01-12 02:31 2007-01-09 Sherrill Gregg M Officer - Vice President OPT+S $85.10 80,300 $6,833,321 20,000 0.0%
2006-12-22 17:57 2006-12-21 VALANJU SUBHASH S Officer - Vice President and CIO OPT+S $86.57 10,000 $865,749 5,505 0.0%
2006-12-22 17:32 2006-12-21 MYERS C DAVID Officer - Vice President BUY $87.95 8,000 $703,588 18,000 +80.0%
2006-12-22 00:21 2006-12-20 VOLTOLINA FRANK A Officer - Vice President and Treasurer OPT+S $85.00 6,200 $527,000 9,570 0.0%
2006-12-13 01:26 2006-12-11 Bolzenius Beda Officer - Vice President BUY $83.96 750 $62,970 3,250 +30.0%
2006-11-22 04:53 2006-11-21 Major Sean D Officer - Assist Sec & Assist Gen Coun OPT+S $82.82 7,650 $633,553 0 0.0%
2006-11-17 00:39 2006-11-15 VOLTOLINA FRANK A Officer - Vice President and Treasurer OPT+S $85.00 5,700 $484,500 7,740 0.0%
2006-11-13 21:07 2006-11-09 WANDELL KEITH E Officer - President and COO OPT+S $82.52 57,000 $4,703,435 75,400 0.0%
2006-11-01 22:59 2006-10-31 KENNEDY JOHN P Officer - Exec VP & Pres Controls Gp OPT+S $81.55 184,000 $15,004,777 15,000 0.0%
2006-10-17 19:54 2006-03-02 ZUTZ DENISE M Officer - Vice President OPT+S $71.04 53,000 $3,765,194 66,730 0.0%
2006-06-30 20:46 2006-06-29 WANDELL KEITH E Officer - Executive Vice President OPT+S $81.69 10,000 $816,900 72,900 0.0%
2006-06-22 00:11 2006-04-27 Molinaroli Alex A Officer - Vice President SELL $81.48 3,262 $265,778 15,000 -17.9%
2006-05-05 22:15 2006-05-04 FIORI GIOVANNI JOHN Officer - Executive Vice President SELL $83.75 93,149 $7,801,480 4,100 -95.8%
2006-05-02 23:42 2006-04-28 Edwards Jeffrey S Officer - Vice President OPT+S $81.38 49,150 $3,999,866 27,428 0.0%
2006-04-29 01:15 2006-04-27 Molinaroli Alex A Officer - Vice President SELL $81.48 3,362 $273,925 15,000 -18.3%
2006-04-27 01:05 2006-04-25 Molinaroli Alex A Officer - Vice President OPT+S $80.49 16,720 $1,345,709 18,262 0.0%
2006-04-25 19:52 2006-04-24 VOLTOLINA FRANK A Officer - Vice President and Treasurer OPT+S $80.48 12,200 $981,893 5,179 0.0%
2006-01-10 03:22 2006-01-03 Sherrill Gregg M Officer - Vice President OPT+S $72.30 5,000 $361,500 7,000 0.0%
2006-01-06 05:51 2006-01-03 Sherrill Gregg M Officer - Vice President SELL $72.30 5,000 $361,500 7,000 -41.7%
2006-01-06 02:18 2006-01-03 WANDELL KEITH E Officer - Executive Vice President OPT+S $72.24 27,000 $1,950,523 32,900 0.0%
2006-01-06 03:59 2006-01-03 DAVIS SUSAN F Officer - Vice President OPT+S $72.04 8,500 $612,345 49,960 0.0%
2005-12-17 00:05 2005-12-14 BARTH JOHN M Director, Officer - Chairman, CEO & President OPT+S $73.20 313,000 $22,910,285 0 0.0%
2005-09-13 21:55 2005-09-09 DAVIS SUSAN F Officer - Vice President, Human Resource OPT+S $61.67 74,000 $4,563,247 58,193 0.0%
2005-09-08 00:15 2005-09-07 OKARMA JEROME D Officer - VP, Secretary & Gen Counsel OPT+S $61.00 44,000 $2,684,000 5,284 0.0%
SHOW ENTRIES

How to Interpret $JCI Trades

Not every insider transaction in JCI is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $JCI shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for JCI

Insider activity data for JCI is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $JCI, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.