What the executives and directors of Johnson Controls actually did with their own shares, decoded from three years of SEC Form 4 filings.
The tape: three years of insider trades
Every marker sits at the exact price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the gray strip is routine flow (vestings, tax withholding, gifts) that headlines love to miscount as selling.
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
Skin in the game
Directly held shares as reported after each trade, indexed to 100 five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
Who holds what
| Insider | Role | Shares held | Buys 12 m | Sales 12 m |
|---|---|---|---|---|
| Oliver George Chairman & CEO | CEO | 1M | — | — |
| MANNING NATHAN D VP and President, Americas | Officer | 139.5K | — | $149K |
| Vandiepenbeeck Marc EVP and CFO | CFO | 125.9K | — | — |
| LEONETTI OLIVIER EVP and CFO | CFO | 111K | — | — |
| Daniels Michael E | Director | 75.5K | — | — |
| HEUER BRANDT JULIE M VP, President Global Field Ops | Officer | 58.8K | — | — |
| RATHNINDE ANURUDDHA VP and President, APAC | Officer | 57.7K | — | — |
| Weidemanis Joakim Chief Executive Officer | CEO | 54.6K | — | — |
| Vergnano Mark | Director | 35.8K | $1M | — |
| Tinggren Juergen | Director | 32.4K | — | — |
| SULLIVAN MARLON EVP and CHRO | Officer | 31K | — | — |
| Grabowski Todd M VP and President, Americas | Officer | 26.2K | — | $1.7M |
| Scalia Christopher M EVP and CHRO | Officer | 25.9K | — | — |
| MCCONEGHY DANIEL C VP Chief Accounting & Tax Ofcr | Officer | 24.3K | — | $1.1M |
Open-market trade log
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-08-04 | Schlitz Lei Zhang (Officer) | Discretionary sale | 2,500 | $153.79 | $384K |
| 2026-08-04 | Schlitz Lei Zhang (Officer) | Discretionary sale | 20.9K | $152.98 | $3.2M |
| 2026-06-09 | Grabowski Todd M (Officer) | Discretionary sale | 1,800 | $146.20 | $263K |
| 2026-05-14 | Grabowski Todd M (Officer) | Discretionary sale | 4,274 | $145.50 | $622K |
| 2026-05-08 | Schlitz Lei Zhang (Officer) | Discretionary sale | 900 | $141.27 | $127K |
| 2026-05-08 | Schlitz Lei Zhang (Officer) | Discretionary sale | 14.7K | $141.55 | $2.1M |
| 2026-05-08 | Schlitz Lei Zhang (Officer) | Discretionary sale | 25.1K | $140.51 | $3.5M |
| 2026-05-08 | Schlitz Lei Zhang (Officer) | Discretionary sale | 48.1K | $141.07 | $6.8M |
| 2026-02-23 | MCCONEGHY DANIEL C (Officer) | Discretionary sale | 3,600 | $142.56 | $513K |
| 2026-02-06 | Grabowski Todd M (Officer) | Discretionary sale | 1,050 | $135.59 | $142K |
| 2026-02-06 | Grabowski Todd M (Officer) | Discretionary sale | 5,000 | $134.75 | $674K |
| 2026-02-05 | Vergnano Mark (Director) | Open-market buy | 7,665 | $131.94 | $1M |
| 2025-12-10 | Donofrio John (Officer) | Discretionary sale | 21.6K | $116.00 | $2.5M |
| 2025-11-21 | Schlitz Lei Zhang (Officer) | Discretionary sale | 32K | $113.20 | $3.6M |
| 2025-11-06 | Schlitz Lei Zhang (Officer) | Discretionary sale | 10.5K | $122.03 | $1.3M |
| 2025-09-03 | MCCONEGHY DANIEL C (Officer) | Discretionary sale | 5,917 | $105.73 | $626K |
| 2025-09-02 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 1,422 | $105.06 | $149K |
| 2025-08-01 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 1,422 | $103.69 | $147K |
| 2025-07-01 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 400 | $105.48 | $42K |
| 2025-07-01 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 1,022 | $104.56 | $107K |
| 2025-06-06 | RATHNINDE ANURUDDHA (Officer) | Discretionary sale | 15K | $103.13 | $1.5M |
| 2025-06-02 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 1,422 | $100.90 | $143K |
| 2025-05-09 | Oliver George (Director) | Discretionary sale | 100K | $91.70 | $9.2M |
| 2025-05-08 | Vandiepenbeeck Marc (CFO) | Discretionary sale | 5,261 | $90.77 | $478K |
| 2025-05-08 | Vandiepenbeeck Marc (CFO) | Discretionary sale | 23K | $90.96 | $2.1M |
| 2025-05-01 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 200 | $85.16 | $17K |
| 2025-05-01 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 400 | $88.09 | $35K |
| 2025-05-01 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 822 | $86.77 | $71K |
| 2025-04-01 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 1,422 | $79.72 | $113K |
| 2025-03-14 | Oliver George (Director) | Discretionary sale | 15.7K | $77.49 | $1.2M |
| 2025-03-12 | Oliver George (Director) | Discretionary sale | 84.3K | $79.52 | $6.7M |
| 2025-03-12 | Oliver George (Director) | Discretionary sale | 100K | $79.47 | $7.9M |
| 2025-03-03 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 1,422 | $86.23 | $123K |
| 2025-02-26 | Oliver George (CEO) | Discretionary sale | 49.5K | $85.96 | $4.3M |
| 2025-02-25 | Oliver George (CEO) | Discretionary sale | 10.9K | $83.71 | $909K |
| 2025-02-25 | Oliver George (CEO) | Discretionary sale | 54.3K | $84.14 | $4.6M |
| 2025-02-25 | Oliver George (CEO) | Discretionary sale | 64.1K | $83.03 | $5.3M |
| 2025-02-24 | Oliver George (CEO) | Discretionary sale | 75K | $83.89 | $6.3M |
| 2025-02-14 | Oliver George (CEO) | Discretionary sale | 28.6K | $89.55 | $2.6M |
| 2025-02-14 | Oliver George (CEO) | Discretionary sale | 134.3K | $89.22 | $12M |
| 2025-02-13 | Oliver George (CEO) | Discretionary sale | 22.4K | $89.06 | $2M |
| 2025-02-13 | Oliver George (CEO) | Discretionary sale | 140.5K | $88.35 | $12.4M |
| 2025-02-11 | Oliver George (CEO) | Discretionary sale | 17.9K | $89.60 | $1.6M |
| 2025-02-11 | Oliver George (CEO) | Discretionary sale | 187.3K | $89.09 | $16.7M |
| 2025-02-10 | Oliver George (CEO) | Discretionary sale | 2,400 | $89.83 | $216K |
| 2025-02-10 | Oliver George (CEO) | Discretionary sale | 202.8K | $89.06 | $18.1M |
| 2025-02-07 | Oliver George (CEO) | Discretionary sale | 4,894 | $88.57 | $433K |
| 2025-02-07 | Oliver George (CEO) | Discretionary sale | 200.3K | $88.02 | $17.6M |
| 2025-02-06 | Donofrio John (Officer) | Discretionary sale | 69.7K | $87.15 | $6.1M |
| 2025-02-06 | Oliver George (CEO) | Discretionary sale | 42.1K | $86.89 | $3.7M |
| 2025-02-06 | Oliver George (CEO) | Discretionary sale | 163.1K | $85.99 | $14M |
| 2025-02-06 | MCCONEGHY DANIEL C (Officer) | Discretionary sale | 1,950 | $87.73 | $171K |
| 2025-02-03 | MANNING NATHAN D (Officer) | Planned sale (10b5-1) | 1,421 | $76.44 | $109K |
| 2024-12-20 | Vandiepenbeeck Marc (CFO) | Planned sale (10b5-1) | 186 | $78.60 | $15K |
| 2024-12-11 | Oliver George (CEO) | Discretionary sale | 18.8K | $83.64 | $1.6M |
| 2024-12-11 | Oliver George (CEO) | Discretionary sale | 105.7K | $83.18 | $8.8M |
| 2024-12-11 | SULLIVAN MARLON (Officer) | Discretionary sale | 7,230 | $83.35 | $603K |
| 2024-12-10 | Oliver George (CEO) | Discretionary sale | 124.5K | $82.67 | $10.3M |
| 2024-12-03 | Vandiepenbeeck Marc (CFO) | Planned sale (10b5-1) | 186 | $83.64 | $16K |
| 2024-11-25 | Oliver George (CEO) | Discretionary sale | 10.3K | $84.14 | $867K |
“Since trade” compares with the latest insider-implied price, not a market quote; this site carries no market data by design.
Filing hygiene
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.