Home/Filings/4/0001321504-10-000004
4//SEC Filing

Augustin Jeffrey G 4

Accession 0001321504-10-000004

CIK 0000053669other

Filed

Oct 31, 8:00 PM ET

Accepted

Nov 1, 11:57 AM ET

Size

20.5 KB

Accession

0001321504-10-000004

Insider Transaction Report

Form 4
Period: 2010-11-01
Augustin Jeffrey G
Vice President
Transactions
  • Award

    Common Stock

    2010-11-01+5,20011,700 total
Holdings
  • Employee Stock Option (Right to Buy)

    Exercise: $22.56From: 2007-11-16Exp: 2015-11-16Common Stock (72,000 underlying)
    72,000
  • Phantom Stock Units/Retirement Restoration Plan

    Common Stock (2,399.761 underlying)
    2,399.761
  • Employee Stock Option (Right to Buy)

    Exercise: $40.21From: 2009-10-01Exp: 2017-10-01Common Stock (36,000 underlying)
    36,000
  • Employee Stock Option (Right to Buy)

    Exercise: $23.96From: 2008-10-02Exp: 2016-10-02Common Stock (60,000 underlying)
    60,000
  • Phantom Stock Units/Long-Term Incentive Plan

    Common Stock (26,334.634 underlying)
    26,334.634
  • Employee Stock Option (Right to Buy)

    Exercise: $28.79From: 2010-10-01Exp: 2018-10-01Common Stock (48,000 underlying)
    48,000
  • Common Stock

    (indirect: By Trust)
    274.154
  • Employee Stock Option (Right to Buy)

    Exercise: $30.54From: 2012-10-01Exp: 2020-10-01Common Stock (35,000 underlying)
    35,000
  • Phantom Stock Units/Restricted Stock Grant

    Common Stock (26,024.738 underlying)
    26,024.738
Footnotes (7)
  • [F1]Includes a grant of 5,200 shares on November 1, 2010, of which 2,600 vest on November 1, 2012, and 2,600 vest on November 1, 2014, and 6,500 shares of previously granted restricted stock, of which 3,250 vest on November 2, 2011, and 3,250 vest on November 2, 2013. All vesting is subject to continuous employment with the issuer.
  • [F2]The number of underlying securities is based on the stock fund balance on October 29, 2010. 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 an October 29, 2010, stock fund price of $35.12 per share.
  • [F3]Each unit of phantom stock is the economic equivalent of one share of Johnson Controls common stock. The phantom stock units were accrued under the Johnson Controls Retirement Restoration Plan. Shares of phantom stock are payable in cash following the reporting person's termination of employment with the company and may be transferred by the reporting person into an alternative investment account at any time.
  • [F4]Each unit of phantom stock is the economic equivalent of one share of Johnson Controls common stock. These phantom share units were accrued in the Johnson Controls Long-Term Incentive Plan and are payable in cash following the reporting person's termination of employment with the company. The units may be transferred by the reporting person into an alternative investment account at any time.
  • [F5]Each share of phantom stock is the economic equivalent of one share of Johnson Controls common stock.
  • [F6]The phantom stock units representing dividends which relate to restricted stock awards that were not deferred will vest when the non-deferred restricted shares vest, and will be paid in cash to the reporting person. Phantom stock units representing dividends which relate to vested deferred awards are payable in cash following the reporting person's retirement from the issuer and may be transferred into an alternative investment account. Vesting continues when the reporting person retires from the issuer.
  • [F7]Fifty percent of the options become exercisable two years after the grant date; the remaining 50%, three years after grant date.

Issuer

JOHNSON CONTROLS INC

CIK 0000053669

Entity typeother

Related Parties

1
  • filerCIK 0001321504

Filing Metadata

Form type
4
Filed
Oct 31, 8:00 PM ET
Accepted
Nov 1, 11:57 AM ET
Size
20.5 KB