Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Johnson Controls International plcJCI · Entity 2940 | VP, President Global Field Ops | April 10, 2026 | April 13, 2026 |
| UNITED RENTALS, INC.URI · Entity 2996 | Director | May 08, 2026 | May 12, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Johnson Controls International plc
Report date April 10, 2026 · Filed April 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 54,813.15 |
Ending reported balance
After 2026-04-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-10 · Tax withholding · Disposed 2,372 · Balance 58,790.15 Row 2 · 2026-04-10 · Tax withholding · Disposed 3,977 · Balance 54,813.15 |
UNITED RENTALS, INC.
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 563 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 203 · Balance 563 F1: Represents Restricted Stock Units that will be settled for shares of Common Stock on a one-for-one basis in accordance with the terms of a Director Restricted Stock Unit Agreement between the Company and the Reporting Person. F2: Restricted Stock Units are fully vested upon award. However, subject to acceleration in certain circumstances, payment in respect of the Units will not be made until May 8, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Restricted Stock Units that will be settled for shares of Common Stock on a one-for-one basis in accordance with the terms of a Director Restricted Stock Unit Agreement between the Company and the Reporting Person.
F2: Restricted Stock Units are fully vested upon award. However, subject to acceleration in certain circumstances, payment in respect of the Units will not be made until May 8, 2029.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 08, 2026 Filed May 12, 2026 21:21 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 203 | $937.00 | $190,211.00 |
DisclosureSEC source: 0001193125-26-219877 · ownership.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 563 F1 · shares: Represents Restricted Stock Units that will be settled for shares of Common Stock on a one-for-one basis in accordance with the terms of a Director Restricted Stock Unit Agreement between the Company and the Reporting Person. F2 · shares: Restricted Stock Units are fully vested upon award. However, subject to acceleration in certain circumstances, payment in respect of the Units will not be made until May 8, 2029. Read SEC document |
| April 10, 2026 Filed Apr 13, 2026 20:19 UTC | Johnson Controls International plc JCI · Entity 2940 | Tax withholdingOrdinary Shares | 3,977 | $142.53 | $566,841.81 |
DisclosureSEC source: 0000833444-26-000037 · form4.xml · nonDerivative · entry 2 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President Global Field Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,813.15 Read SEC document |
| April 10, 2026 Filed Apr 13, 2026 20:19 UTC | Johnson Controls International plc JCI · Entity 2940 | Tax withholdingOrdinary Shares | 2,372 | $142.53 | $338,081.16 |
DisclosureSEC source: 0000833444-26-000037 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President Global Field Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,790.15 Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 20:22 UTC | Johnson Controls International plc JCI · Entity 2940 | Tax withholdingOrdinary Shares | 908 | $114.23 | $103,720.84 |
DisclosureSEC source: 0000833444-25-000119 · form4.xml · nonDerivative · entry 2 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President Global Field Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,115.55 Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 20:22 UTC | Johnson Controls International plc JCI · Entity 2940 | Tax withholdingOrdinary Shares | 1,291 | $114.23 | $147,470.93 |
DisclosureSEC source: 0000833444-25-000119 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President Global Field Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,023.55 Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 22:59 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 16,835 | $0.00 Strike: $114.94 | $0.00 |
DisclosureSEC source: 0000833444-25-000106 · form4.xml · derivative · entry 2 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President Global Field Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,835 Underlying: Ordinary Shares · 16,835 shares Expires 2035-12-01 F2 · derivative.exercise_date: Subject to certain acceleration and forfeiture provisions, fifty percent of the options become exercisable on December 7, 2027 and the remaining fifty percent become exercisable on December 7, 2028. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 22:59 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantOrdinary Shares | 4,404 | $0.00 | $0.00 |
DisclosureSEC source: 0000833444-25-000106 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President Global Field Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,314.55 F1 · shares: Reflects grant of restricted share units that, subject to certain acceleration and forfeiture provisions, vest in three equal installments on each of December 7, 2026, December 7, 2027 and December 7, 2028. Restricted share units accrue dividend equivalent units and convert to ordinary shares upon vesting. Read SEC document |
| November 18, 2025 Filed Nov 19, 2025 18:51 UTC | Johnson Controls International plc JCI · Entity 2940 | Tax withholdingOrdinary Shares | 5,384 | $114.44 | $616,144.96 |
DisclosureSEC source: 0000833444-25-000103 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President Global Field Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,910.55 Read SEC document |
| May 08, 2025 Filed May 12, 2025 20:30 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 284 | $670.00 | $190,280.00 |
DisclosureSEC source: 0000950170-25-069298 · ownership.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 360 F1 · shares: Represents Restricted Stock Units that will be settled for shares of Common Stock on a one-for-one basis in accordance with the terms of a Director Restricted Stock Unit Agreement between the Company and the Reporting Person. F2 · shares: Restricted Stock Units are fully vested upon award. However, subject to acceleration in certain circumstances, payment in respect of the Units will not be made until May 8, 2028. Read SEC document |
| April 10, 2025 Filed Apr 11, 2025 21:07 UTC | Johnson Controls International plc JCI · Entity 2940 | Tax withholdingOrdinary Shares | 5,301 | $76.23 | $404,095.23 |
DisclosureSEC source: 0001127602-25-011984 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President Global Field Ops 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,735.7 Read SEC document |
| January 17, 2025 Filed Jan 21, 2025 21:32 UTC | UNITED RENTALS, INC. URI · Entity 2996 | GrantCommon Stock | 76 | $771.00 | $58,596.00 |
DisclosureSEC source: 0000950170-25-007307 · ownership.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76 F1 · shares: Represents Restricted Stock Units that will be settled for shares of Common Stock on a one-for-one basis in accordance with the terms of a Director Restricted Stock Unit Agreement between the Company and the Reporting Person. F2 · shares: Restricted Stock Units are fully vested upon award. However, subject to acceleration in certain circumstances, payment in respect of the Units will not be made until January 17, 2028. Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 20:34 UTC | Johnson Controls International plc JCI · Entity 2940 | Tax withholdingOrdinary Shares | 1,270 | $78.82 | $100,101.40 |
DisclosureSEC source: 0001127602-24-029781 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President BSNA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,663.57 Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 22:11 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 20,545 | $0.00 Strike: $83.67 | $0.00 |
DisclosureSEC source: 0001127602-24-028667 · form4.xml · derivative · entry 2 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President BSNA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,545 Underlying: Ordinary Shares · 20,545 shares Expires 2034-12-02 F2 · shares: Subject to certain acceleration and forfeiture provisions, fifty percent of the options become exercisable on the second anniversary of the grant and the remaining fifty percent become exercisable on the third anniversary of the grant. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 22:11 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantOrdinary Shares | 6,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028667 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President BSNA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,933.57 F1 · shares: Reflects grant of restricted share units that, subject to certain acceleration and forfeiture provisions, vest in three equal installments on each of the first, second and third anniversary of the grant date. Restricted share units accrue dividend equivalent units and convert to ordinary shares upon vesting. Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 23:33 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantOrdinary Shares | 11,954 | $83.65 | $999,952.10 |
DisclosureSEC source: 0001127602-24-027677 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President BSNA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,883.57 F1 · kind: Reflects grant of restricted share units that, subject to certain acceleration and forfeiture provisions, vest on the first anniversary of the grant date. Restricted share units accrue dividend equivalent units and convert to ordinary shares upon vesting. Read SEC document |
| April 10, 2024 Filed Apr 11, 2024 18:54 UTC | Johnson Controls International plc JCI · Entity 2940 | Tax withholdingOrdinary Shares | 5,219 | $65.41 | $341,374.79 |
DisclosureSEC source: 0001127602-24-012787 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President BSNA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,187.28 Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 01:01 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 32,751 | $0.00 Strike: $53.52 | $0.00 |
DisclosureSEC source: 0001127602-23-030104 · form4.xml · derivative · entry 2 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President BSNA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,751 Underlying: Ordinary Shares · 32,751 shares Expires 2033-12-18 F2 · shares: Subject to certain acceleration and forfeiture provisions, fifty percent of the options become exercisable on the second anniversary of the grant and the remaining fifty percent become exercisable on the third anniversary of the grant. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 01:01 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantOrdinary Shares | 8,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-030104 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President BSNA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,038.26 F1 · shares: Reflects grant of restricted share units that, subject to certain acceleration and forfeiture provisions, vest in three equal installments on each of the first, second and third anniversary of the grant date. Restricted share units accrue dividend equivalent units and convert to ordinary shares upon vesting. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 18:42 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantOrdinary Shares | 31,937 | $56.36 | $1,799,969.32 |
DisclosureSEC source: 0001127602-23-012827 · form4.xml · nonDerivative · entry 2 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President BSNA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,018 F1 · shares: Reflects grant of restricted share units that, subject to certain acceleration and forfeiture provisions, vest in three equal installments on each of the first, second and third anniversary of the grant date. Restricted share units accrue dividend equivalent units and convert to ordinary shares upon vesting. Read SEC document |
| April 10, 2023 Filed Apr 12, 2023 18:42 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantOrdinary Shares | 15,081 | $56.36 | $849,965.16 |
DisclosureSEC source: 0001127602-23-012827 · form4.xml · nonDerivative · entry 1 HEUER BRANDT JULIE M · CIK 0001969814 · VP, President BSNA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,081 F1 · shares: Reflects grant of restricted share units that, subject to certain acceleration and forfeiture provisions, vest in three equal installments on each of the first, second and third anniversary of the grant date. Restricted share units accrue dividend equivalent units and convert to ordinary shares upon vesting. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.