Shelley Stewart JR

CIK 1444506 · View on SEC EDGAR ↗

Insider

First SEC filing: Sept. 11, 2008 · Latest: Sept. 11, 2008

On this page

Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 65 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

65 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Feb. 8, 2021 OTIS S 1,971 $63.73 $125,612 0 Indirect -100.00% Disposed 12.9% (price as of 2026-08-21)
Feb. 3, 2012 JCI S 15,488 $50.63 $784,157 28,617 Direct -35.12% Disposed 450.3% (price as of 2026-08-21)
Nov. 30, 2011 JCI S 20,350 $47.83 $973,340 42,237 Direct -32.51% Disposed 482.5% (price as of 2026-08-21)
Nov. 18, 2011 JCI S 43,706 $46.59 $2,036,263 42,237 Direct -50.85% Disposed 498.1% (price as of 2026-08-21)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
May 27, 2026 OTIS Deferred Stock Units Common Stock (2,591) — — 2,591 Acquired
May 15, 2025 OTIS Deferred Stock Units Common Stock (1,901) — — 1,901 Acquired
May 16, 2024 OTIS Deferred Stock Units Common Stock (1,926) — — 1,926 Acquired
May 18, 2023 OTIS Deferred Stock Units Common Stock (2,308) — — 2,308 Acquired
May 19, 2022 OTIS Deferred Stock Units Common Stock (2,686) — — 2,686 Acquired
April 27, 2021 OTIS Deferred Stock Units Common Stock (2,468) — — 2,468 Acquired
May 11, 2020 OTIS Deferred Stock Units Common Stock (3,764) — — 3,764 Acquired
Nov. 30, 2011 JCI Stock Option (Right to Buy) Common Shares (20,350) $29.00 — 20,350 Disposed
Nov. 18, 2011 JCI Stock Option (Right to Buy) Common Shares (8,706) $29.19 Aug. 3, 2013 8,706 Disposed
Nov. 18, 2011 JCI Stock Option (Right to Buy) Common Shares (35,000) $29.00 — 35,000 Disposed
Oct. 12, 2011 JCI Stock Option (Right to Buy) Common Shares (33,400) $44.32 Oct. 11, 2021 33,400 Acquired
Oct. 12, 2011 JCI Performance Share Units Common Shares (20,600) — — 20,600 Disposed
Oct. 12, 2011 JCI Performance Share Units Common Shares (9,000) — — 9,000 Acquired
July 2, 2011 JCI Restricted Stock Units Common Shares (3,125) — — 3,125 Disposed
Nov. 23, 2010 JCI Restricted Stock Units Common shares (23) — — 23 Disposed
Nov. 23, 2010 JCI Restricted Stock Units Common shares (23) — — 23 Acquired
Nov. 21, 2010 JCI Restricted Stock Units Common Shares (3,654) — — 3,654 Disposed
Oct. 12, 2010 JCI Stock Option (Right to Buy) Common Shares (39,700) $37.29 Oct. 11, 2020 39,700 Acquired
Oct. 12, 2010 JCI Performance Share Units Common Shares (10,700) — — 10,700 Acquired
July 2, 2010 JCI Restricted Stock Units Common Shares (3,056) — — 3,056 Disposed
Nov. 21, 2009 JCI Restricted Stock Units Common Shares (3,548) — — 3,548 Disposed
Oct. 1, 2009 JCI Stock Option (Right to Buy) Common Shares (52,900) $33.75 Sept. 30, 2019 52,900 Acquired
Oct. 1, 2009 JCI Performance Share Units Common Shares (14,800) — — 14,800 Acquired
July 2, 2009 JCI Restricted Stock Units Common Shares (2,983) — — 2,983 Disposed
Nov. 21, 2008 JCI Restricted Stock Units Common Shares (3,463) — — 3,463 Disposed
Oct. 7, 2008 JCI Stock Option (Right to Buy) Common Shares (73,800) $29.00 — 73,800 Acquired
Oct. 7, 2008 JCI Performance Share Units Common Shares (20,600) — — 20,600 Acquired
Sept. 30, 2008 JCI Restricted Stock Units Common Shares (1,670) — — 1,670 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 10 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
Sept. 11, 2008 JCI Common Shares 2,696 Direct
Sept. 11, 2008 JCI Performance Share Units→ Common Shares (8,600) 8,600 Direct
Sept. 11, 2008 JCI Restricted Stock Units→ Common Shares (20,696) 20,696 Direct
Sept. 11, 2008 JCI Stock Option (Right to Buy)→ Common Shares (8,706) 8,706 Direct
Sept. 11, 2008 JCI Stock Option (Right to Buy)→ Common Shares (2,487) 2,487 Direct
Sept. 11, 2008 JCI Stock Option (Right to Buy)→ Common Shares (7,462) 7,462 Direct
Sept. 11, 2008 JCI Stock Option (Right to Buy)→ Common Shares (6,218) 6,218 Direct
Sept. 11, 2008 JCI Stock Option (Right to Buy)→ Common Shares (31,473) 31,473 Direct
Sept. 11, 2008 JCI Stock Option (Right to Buy)→ Common Shares (27,000) 27,000 Direct
Sept. 11, 2008 JCI Stock Option (Right to Buy)→ Common Shares (7,462) 7,462 Direct