undamentalytics Newsletter

Johnson Controls insider trading

Every open-market purchase and sale by Johnson Controls's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Johnson Controls insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Johnson Controls’s insiders pay?

From February 2, 2010 to October 29, 2026, 39 insiders reported 12 open-market purchases and 85 sales not made under a pre-set plan in Johnson Controls. Twelve months after each purchase was reported, the shares were −6.2% against the S&P 500 on average (median −12.1%), over 11 purchases with a full year of prices; 46% beat the index. After sales, the shares moved +6.5% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on February 3, 2010 into $22,370 by November 2, 2026, +4.9% a year. It held shares 47% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $31,529 (+7.1% a year), and held throughout $92,521 (+14.2%).

$0$50.0k$100k 201020122014201620182020202220242026 $92.5k$31.5k$22.4k
Copying Johnson Controls's insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Johnson Controls's insiders from February 3, 2010, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 47% of the time.
Johnson Controls: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Oliver George Chairman & CEO 1 −15.3% (1) 0% 11 +31.2% (11) May 12, 2025
Breen Edward D Chairman and CEO 0 — — 7 −1.6% (7) August 12, 2016
Donofrio John Exec VP & General Counsel 0 — — 5 +22.1% (4) December 11, 2025
Mcconeghy Daniel C VP Chief Accounting & Tax Ofcr 0 — — 5 +15.8% (4) February 23, 2026
Vanhimbergen Robert M VP Corporate Controller 0 — — 5 +3.6% (5) November 5, 2020
Schlitz Lei Zhang VP & Pres, GP & Solutions 0 — — 4 — August 5, 2026
Costello Lawrence B EVP Human Resources 0 — — 3 +2.1% (3) September 16, 2015
Davidson Carol Anthony SVP and Controller 0 — — 3 +4.5% (3) August 20, 2012
Ellis Michael J EVP Chief Digital & Customer O 0 — — 3 −36.5% (3) December 12, 2022
Evard John E Jr SVP, Tax 0 — — 3 +11.0% (3) February 7, 2011
Grabowski Todd M VP and President, Americas 0 — — 3 — June 9, 2026
Mcdonald Brian L COO, Install & Service 0 — — 3 −17.6% (3) May 13, 2014
Rushing Rodney M Pres. Bldg Solutions, North Am 0 — — 3 −7.0% (3) September 6, 2019
Stewart Shelley Jr SVP, Op Excellence 0 — — 3 +7.6% (3) February 6, 2012
Tinggren Juergen Director 1 −13.4% (1) 0% 2 +34.8% (1) October 29, 2026
Yost R David Director 3 +5.3% (3) 100% 0 — April 28, 2015
Barber Madeleine G SVP Tax 0 — — 2 −8.0% (2) November 26, 2014
Donahue Timothy M Director 1 +15.1% (1) 100% 1 +15.1% (1) October 18, 2010
Eldessouky Sam SVP, Controller 0 — — 2 −12.8% (2) December 5, 2014
Reinsdorf Judith A EVP and General Counsel 0 — — 2 +8.9% (2) August 12, 2015
Stief Brian J Executive VP and CFO 0 — — 2 +14.8% (2) August 4, 2020
Williams Jeffrey M VP & Pres Bldg Sol EMEA LatAm 0 — — 2 −19.6% (2) January 5, 2018
Brannemo Tomas VP & President, BTS EMEALA 0 — — 1 +37.5% (1) November 5, 2020
Bulls Herman E Director 1 −24.0% (1) 0% 0 — December 5, 2014
Cohade Pierre E Director 0 — — 1 — August 19, 2026
Daniels Michael E Director 1 −17.6% (1) 0% 0 — May 8, 2014
Drendel Frank M Director 1 +5.8% (1) 100% 0 — December 3, 2012
Haggerty Gretchen R Director 1 −23.0% (1) 0% 0 — August 26, 2019
Jackson William C VP & Pres Global Products BT&S 1 −12.1% (1) 0% 0 — November 24, 2017
Krol John A Director 0 — — 1 +1.0% (1) May 11, 2012
Leonetti Olivier EVP and CFO 0 — — 1 −20.0% (1) May 9, 2023
Molinaroli Alex A Chairman & CEO 0 — — 1 −27.2% (1) May 10, 2017
Oneill Brendan R Director 0 — — 1 +4.6% (1) August 3, 2012
Rathninde Anuruddha VP and President, APAC 0 — — 1 +13.1% (1) June 6, 2025
Siegel Laurie SVP, Human Resources 0 — — 1 +1.6% (1) August 20, 2012
Sullivan Marlon EVP and CHRO 0 — — 1 +30.2% (1) December 12, 2024
Vandiepenbeeck Marc EVP and CFO 0 — — 1 +22.2% (1) May 8, 2025
Vergnano Mark Director 1 — — 0 — February 5, 2026
Wijnberg Sandra S Director 0 — — 1 +8.5% (1) November 19, 2012

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Johnson Controls

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Johnson Controls in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 1 buying crowd with six months of prices, it averaged −12.9% against the index. After 7 selling crowds, +0.0%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
August 31, 20263 sellingnot yetnot yetnot yet
February 27, 20263 selling−17.4%−15.4%not yet
June 30, 20253 selling−5.3%+3.3%+15.9%
December 31, 20243 selling+6.4%+28.8%+36.5%
June 28, 20193 selling+5.1%−10.6%−21.8%
November 30, 20172 buying−4.5%−12.9%−10.8%
August 31, 20153 selling−8.3%−1.7%+12.0%
November 28, 20143 selling−1.5%−8.1%−18.8%
August 31, 20125 selling+0.4%+3.8%+2.7%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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