Home/Filings/4/0001205039-04-000001
4//SEC Filing

NETOLICKA ROBERT 4

Accession 0001205039-04-000001

CIK 0000053669other

Filed

Jan 26, 7:00 PM ET

Accepted

Jan 27, 5:35 PM ET

Size

14.6 KB

Accession

0001205039-04-000001

Insider Transaction Report

Form 4
Period: 2004-01-26
NETOLICKA ROBERT
Vice President
Transactions
  • Sale

    Common Stock

    2004-01-26$60.50/sh9,636.514$583,0090 total
Holdings
  • Phantom Stock Units / LTPP

    Common Stock
    19,304.88
  • Phantom Stock Units / Excess Benefit Plan-Common

    Common Stock
    3,486.011
  • Stock Option

    Exercise: $28.42From: 2000-11-15Exp: 2002-11-15Common Stock (25,000 underlying)
    25,000
  • Common Stock

    (indirect: By Trust)
    12,636
  • Stock Option

    Exercise: $40.12From: 2003-11-14Exp: 2011-11-14Common Stock (40,000 underlying)
    40,000
Footnotes (16)
  • [F1]Includes 36.257 shares acquired through the reinvestment of dividends on September 30, 2003, and January 2, 2004, at a price of $94.60 and $116.67 per share.
  • [F10]The phantom stock units convert to the common stock's cash value on a one-for-one basis.
  • [F11]The phantom stock units were accrued under the Johnson Controls Equalization 401(k) Benefit Plan and are to be settled 100% in cash upon the reporting peron's retirement.
  • [F12]Includes 638 phantom preferred stock units which were converted to 1276 common stock units by the trustee of the plan on a ratio of 2:1.
  • [F13]On January 2, 2004, the common stock of Johnson Controls, Inc., split 2-for-1, resulting in the reporting person's acquisition of additional phantom stock units.
  • [F14]The phantom stock units were accrued under the Johnson Controls Long-Term Performance Plan and are to be settled 100% in cash upon the reporting peron's retirement.
  • [F15]Includes 111.31 shares acquired through the reinvestment of dividends on September 30, 2003, and January 2, 2004, at a price of $94.60 and $116.67 per share.
  • [F16]On January 2, 2004, the common stock of Johnson Controls, Inc., split 2-for-1, resulting in the reporting person's acquisition of 9615.01 additional phantom stock units.
  • [F2]On January 2, 2004, the common stock of Johnson Controls, Inc., split 2-for-1, resulting in the reporting person's acquisition of 4,818.257 additional shares.
  • [F3]Includes 1156 units of the preferred stock which were converted to 2312 shares of common stock on 12/31/2003 by the trustee of the plan. The administrator of the 401(k) plan elected to convert the units of preferred stock at its discretion as the plan trustee.
  • [F4]On January 2, 2004, the common stock of Johnson Controls, Inc., split 2-for-1, resulting in the reporting person's acquisition of 6318 additional shares.
  • [F5]The number of underlying securities is based on the stock fund balance on 1/26/2004. The actual number of shares issuable upon the distribution date is not determinable since the stock fund is a unitized account consisting of 96% company stock and 4% money market fund. The stock account balance reflected in this report is based on a 1/26/2004 stock fund price of $60.90 per share.
  • [F6]Option price adjusted from 56.8438 because of the 1/2/04 two-for-one stock split.
  • [F7]On January 2, 2004, the common stock of Johnson Controls, Inc., split 2-for-1, resulting in the reporting person's acquisition of 12,500 additional options.
  • [F8]Option price adjusted from 80.23 because of the 1/2/04 two-for-one stock split.
  • [F9]On January 2, 2004, the common stock of Johnson Controls, Inc., split 2-for-1, resulting in the reporting person's acquisition of 20,000 additional options.

Issuer

JOHNSON CONTROLS INC

CIK 0000053669

Entity typeother

Related Parties

1
  • filerCIK 0001205039

Filing Metadata

Form type
4
Filed
Jan 26, 7:00 PM ET
Accepted
Jan 27, 5:35 PM ET
Size
14.6 KB