Shelley Stewart JR — SEC Insider Profile, Roles & Companies

Insider at

CLH JCI selling Feb. 3, 2012 KTB OTIS selling Feb. 8, 2021

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 67 non-open-market transactions below 12 months to the week close of 2026-10-23

Price change vs the latest weekly close (updated to the current quote in your browser when available), split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

67 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
May 27, 2026	OTIS	A	2,591	$71.79	$186,008	18,601 Direct	+16.18%	Acquired
May 20, 2026	CLH	A	652	·	·	4,523 Direct	+16.84%	Acquired
May 1, 2026	KTB	A	2,236	·	·	26,440 Direct	+9.24%	Acquired
May 21, 2025	CLH	A	789	·	·	3,871 Direct	+25.60%	Acquired
May 15, 2025	OTIS	A	1,901	$97.86	$186,032	15,707 Direct	+13.77%	Acquired
May 1, 2025	KTB	A	2,655	·	·	24,122 Direct	+12.37%	Acquired
May 22, 2024	CLH	A	836	·	·	3,082 Direct	+37.22%	Acquired
May 16, 2024	OTIS	A	1,926	$96.56	$185,975	13,590 Direct	+16.51%	Acquired
April 1, 2024	KTB	A	2,652	·	·	21,392 Direct	+14.15%	Acquired
May 24, 2023	CLH	A	1,148	·	·	2,246 Direct	+104.55%	Acquired
May 18, 2023	OTIS	A	2,308	$84.50	$195,026	11,485 Direct	+25.15%	Acquired
April 1, 2023	KTB	A	3,282	·	·	18,608 Direct	+21.41%	Acquired
Oct. 1, 2022	CLH	A	1,098	·	·	1,098 Direct	·	Acquired
May 19, 2022	OTIS	A	2,686	$72.59	$194,977	9,041 Direct	+42.27%	Acquired
April 1, 2022	KTB	A	3,579	·	·	15,149 Direct	+30.93%	Acquired
April 27, 2021	OTIS	A	2,468	$79.00	$194,972	6,281 Direct	+64.73%	Acquired
April 1, 2021	KTB	A	3,330	·	·	11,455 Direct	+40.98%	Acquired
Feb. 8, 2021	OTIS	S	1,971	$63.73	$125,612	0 Indirect	-100.00%	Disposed	17.9% (price as of 2026-10-23)
May 11, 2020	OTIS	A	3,764	$51.81	$195,013	3,764 Direct	·	Acquired
April 1, 2020	KTB	A	5,302	·	·	8,027 Direct	+194.57%	Acquired
Aug. 13, 2019	KTB	A	2,600	·	·	2,600 Direct	·	Acquired
Feb. 3, 2012	JCI	S	15,488	$50.63	$784,157	28,617 Direct	-35.12%	Disposed	446.3% (price as of 2026-10-23)
Dec. 8, 2011	JCI	A	1,868	·	·	44,105 Direct	+4.42%	Acquired
Nov. 30, 2011	JCI	M	20,350	$29.00	$590,150	62,587 Direct	+48.18%	Acquired	853.7% (price as of 2026-10-23)
Nov. 30, 2011	JCI	S	20,350	$47.83	$973,340	42,237 Direct	-32.51%	Disposed	478.2% (price as of 2026-10-23)
Nov. 30, 2011	JCI	M	20,350	·	·	18,450 Direct	-52.45%	Disposed
Nov. 18, 2011	JCI	M	35,000	$29.00	$1,015,000	77,237 Direct	+82.87%	Acquired	853.7% (price as of 2026-10-23)
Nov. 18, 2011	JCI	M	8,706	$29.19	$254,128	85,943 Direct	+11.27%	Acquired	847.5% (price as of 2026-10-23)
Nov. 18, 2011	JCI	S	43,706	$46.59	$2,036,263	42,237 Direct	-50.85%	Disposed	493.6% (price as of 2026-10-23)
Nov. 18, 2011	JCI	M	35,000	·	·	38,800 Direct	-47.43%	Disposed
Nov. 18, 2011	JCI	M	8,706	·	·	0 Direct	-100.00%	Disposed
Oct. 13, 2011	JCI	F	12,487	$43.84	$547,430	42,191 Direct	-22.84%	Disposed	530.9% (price as of 2026-10-23)
Oct. 12, 2011	JCI	M	29,664	·	·	50,672 Direct	+141.20%	Acquired
Oct. 12, 2011	JCI	A	4,500	·	·	55,172 Direct	+8.88%	Acquired
Oct. 12, 2011	JCI	F	494	$44.32	$21,894	54,678 Direct	-0.90%	Disposed	524.0% (price as of 2026-10-23)
Oct. 12, 2011	JCI	A	9,000	·	·	34,746 Direct	+34.96%	Acquired
Oct. 12, 2011	JCI	M	20,600	·	·	25,746 Direct	-44.45%	Disposed
Oct. 12, 2011	JCI	A	33,400	·	·	33,400 Direct	·	Acquired
July 2, 2011	JCI	M	3,125	·	·	22,107 Direct	+16.46%	Acquired
July 2, 2011	JCI	F	1,133	$49.54	$56,129	20,974 Direct	-5.13%	Disposed	458.3% (price as of 2026-10-23)
July 2, 2011	JCI	M	3,125	·	·	0 Direct	-100.00%	Disposed
Nov. 26, 2010	JCI	F	11	$37.76	$415	18,926 Direct	-0.06%	Disposed	632.4% (price as of 2026-10-23)
Nov. 23, 2010	JCI	M	23	·	·	18,937 Direct	+0.12%	Acquired
Nov. 23, 2010	JCI	A	23	·	·	3,115 Direct	+0.74%	Acquired
Nov. 23, 2010	JCI	M	23	·	·	3,092 Direct	-0.74%	Disposed
Nov. 21, 2010	JCI	M	3,654	·	·	20,544 Direct	+21.63%	Acquired
Nov. 21, 2010	JCI	F	1,662	$37.65	$62,574	18,882 Direct	-8.09%	Disposed	634.6% (price as of 2026-10-23)
Nov. 21, 2010	JCI	M	3,654	·	·	3,073 Direct	-54.32%	Disposed
Oct. 12, 2010	JCI	A	5,300	·	·	16,890 Direct	+45.73%	Acquired
Oct. 12, 2010	JCI	A	10,700	·	·	46,100 Direct	+30.23%	Acquired
Oct. 12, 2010	JCI	A	39,700	·	·	39,700 Direct	·	Acquired
July 2, 2010	JCI	M	3,056	·	·	12,594 Direct	+32.04%	Acquired
July 2, 2010	JCI	F	1,004	$34.72	$34,859	11,590 Direct	-7.97%	Disposed	696.6% (price as of 2026-10-23)
July 2, 2010	JCI	M	3,056	·	·	6,690 Direct	-31.36%	Disposed
Nov. 21, 2009	JCI	M	3,548	·	·	10,903 Direct	+48.24%	Acquired
Nov. 21, 2009	JCI	F	1,365	$36.60	$49,959	9,538 Direct	-12.52%	Disposed	655.6% (price as of 2026-10-23)
Nov. 21, 2009	JCI	M	3,548	·	·	9,553 Direct	-27.08%	Disposed
Oct. 1, 2009	JCI	A	14,800	·	·	44,000 Direct	+50.68%	Acquired
Oct. 1, 2009	JCI	A	52,900	·	·	52,900 Direct	·	Acquired
July 2, 2009	JCI	M	2,983	·	·	8,335 Direct	+55.74%	Acquired
July 2, 2009	JCI	F	980	$26.11	$25,588	7,355 Direct	-11.76%	Disposed	959.2% (price as of 2026-10-23)
July 2, 2009	JCI	M	2,983	·	·	13,012 Direct	-18.65%	Disposed
Nov. 22, 2008	JCI	F	609	$16.48	$10,036	5,352 Direct	-10.22%	Disposed	1578.2% (price as of 2026-10-23)
Nov. 21, 2008	JCI	M	3,463	·	·	7,221 Direct	+92.15%	Acquired
Nov. 21, 2008	JCI	F	1,260	$16.48	$20,765	5,961 Direct	-17.45%	Disposed	1578.2% (price as of 2026-10-23)
Nov. 21, 2008	JCI	M	3,463	·	·	15,718 Direct	-18.05%	Disposed
Oct. 7, 2008	JCI	A	20,600	·	·	29,200 Direct	+239.53%	Acquired
Oct. 7, 2008	JCI	A	73,800	·	·	73,800 Direct	·	Acquired
Sept. 30, 2008	JCI	M	1,670	·	·	4,366 Direct	+61.94%	Acquired
Sept. 30, 2008	JCI	F	608	$34.40	$20,915	3,758 Direct	-13.93%	Disposed	704.0% (price as of 2026-10-23)
Sept. 30, 2008	JCI	M	1,670	·	·	19,026 Direct	-8.07%	Disposed

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 (35,000)	$29.00	·	35,000	Disposed
Nov. 18, 2011	JCI	Stock Option (Right to Buy)	Common Shares (8,706)	$29.19	Aug. 3, 2013	8,706	Disposed
Oct. 12, 2011	JCI	Performance Share Units	Common Shares (9,000)	·	·	9,000	Acquired
Oct. 12, 2011	JCI	Performance Share Units	Common Shares (20,600)	·	·	20,600	Disposed
Oct. 12, 2011	JCI	Stock Option (Right to Buy)	Common Shares (33,400)	$44.32	Oct. 11, 2021	33,400	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	Acquired
Nov. 23, 2010	JCI	Restricted Stock Units	Common shares (23)	·	·	23	Disposed
Nov. 21, 2010	JCI	Restricted Stock Units	Common Shares (3,654)	·	·	3,654	Disposed
Oct. 12, 2010	JCI	Performance Share Units	Common Shares (10,700)	·	·	10,700	Acquired
Oct. 12, 2010	JCI	Stock Option (Right to Buy)	Common Shares (39,700)	$37.29	Oct. 11, 2020	39,700	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	Performance Share Units	Common Shares (14,800)	·	·	14,800	Acquired
Oct. 1, 2009	JCI	Stock Option (Right to Buy)	Common Shares (52,900)	$33.75	Sept. 30, 2019	52,900	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	Performance Share Units	Common Shares (20,600)	·	·	20,600	Acquired
Oct. 7, 2008	JCI	Stock Option (Right to Buy)	Common Shares (73,800)	$29.00	·	73,800	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