Johnson Controls (NYSE: JCI) VP has 18,625 shares withheld for taxes
Rhea-AI Filing Summary
Lei Zhang Schlitz, VP & Pres, GP & Solutions of Johnson Controls International, reported a Form 4 transaction on 2026-08-02. 18,625.0000 Ordinary Shares were disposed of through share withholding to pay an exercise price or tax liability at a reference value of 146.6600 per share, leaving 38,434.1200 Ordinary Shares held directly.
Positive
- None.
Negative
- None.
Insights
Analyzing...
Insider Trade Summary
Net Seller: 18,625 shares
Net Sell
1 txn
Insider
Schlitz Lei Zhang
Role
VP & Pres, GP & Solutions
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise Price or Tax Liability | Ordinary Shares | 18,625 | $146.66 | $2.73M |
Holdings After Transaction:
Ordinary Shares — 38,434.12 shares (Direct)
Key Figures
Shares withheld: 18625.0000 Ordinary Shares
Reference price per share: 146.6600 per share
Shares held after transaction: 38434.1200 Ordinary Shares
3 metrics
Shares withheld
18625.0000 Ordinary Shares
Code F share withholding on 2026-08-02 to cover an exercise price or tax liability
Reference price per share
146.6600 per share
Per-share value applied to the Ordinary Shares used for the withholding
Shares held after transaction
38434.1200 Ordinary Shares
Direct holdings of Lei Zhang Schlitz following the tax or exercise-price share withholding
Key Terms
Ordinary Shares, non-derivative, exercise-price-or-tax-liability disposition
3 terms
non-derivative financial
"Transaction type is classified as non-derivative in the filing"
exercise-price-or-tax-liability disposition financial
"Transaction action described as exercise-price-or-tax-liability disposition"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What transaction did Johnson Controls (JCI) executive Lei Zhang Schlitz report?
Lei Zhang Schlitz reported a Form 4 transaction involving 18,625.0000 Ordinary Shares of Johnson Controls on 2026-08-02. The shares were withheld to pay an exercise price or tax liability, rather than sold in the open market, and she now directly holds 38,434.1200 shares.
Is Lei Zhang Schlitz’s Johnson Controls (JCI) Form 4 transaction under a Rule 10b5-1 trading plan?
The Form 4’s Rule 10b5-1 checkbox is not marked as affirmative, so the filing does not identify this transaction as occurring under a pre-arranged Rule 10b5-1 trading plan. No additional footnote describes any such trading arrangement.