Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Adient plcADNT · Entity 4713 | Director · Chairman and CEO | November 18, 2017 | December 08, 2017 |
| DANA IncDAN · Entity 6 | Director | August 28, 2026 | September 02, 2026 |
| Johnson Controls International plcJCI · Entity 2940 | Executive VP and Vice Chairman | September 08, 2016 | October 26, 2016 |
| STRATTEC SECURITY CORPSTRT · Entity 1245 | Director | October 13, 2026 | October 15, 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.
Adient plc
Report date November 18, 2017 · Filed December 08, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation - Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 379,167.7066 |
Reported balance
After 2017-11-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-11-18 · Grant · Acquired 12,797.0597 · Balance 379,167.7066 F1: Each unit of phantom stock is the equivalent economic value of one Adient ordinary share. F2: Phantom stock units acquired in connection with the vesting of stock awards. F3: Phantom stock units covered under the Adient Deferred Compensation Plan. The units will settle 100% in cash upon the reporting person's retirement or termination, or pursuant to such person's deferral election, subject to certain vesting requirements. F4: Includes dividend equivalents. |
Filing footnotes · ownership attribution and instrument terms
F1: Each unit of phantom stock is the equivalent economic value of one Adient ordinary share.
F2: Phantom stock units acquired in connection with the vesting of stock awards.
F3: Phantom stock units covered under the Adient Deferred Compensation Plan. The units will settle 100% in cash upon the reporting person's retirement or termination, or pursuant to such person's deferral election, subject to certain vesting requirements.
F4: Includes dividend equivalents.
DANA Inc
Report date August 28, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 3,023 |
Reported balance
After 2026-08-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-28 · Grant · Acquired 1,697 · Balance 3,023 F1: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Dividend equivalent rights accrued on previously granted restricted stock units and become exercisable proportionately with the restricted stock units to which they relate. Each dividend equivalent right is the economic equivalent of one share of Dana common stock.
Johnson Controls International plc
Report date September 08, 2016 · Filed October 26, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 2,111 |
Reported balance
After 2016-09-08 transaction · row 1
1 source rowRow 1 · 2016-09-08 · Grant · Acquired 2,111 · Balance 2,111 F1: Reflects grant of restricted stock units. Restricted stock units accrue dividend equivalent units and convert to ordinary shares upon vesting. |
| Phantom Stock Units - Restricted Stock PlanSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 338,856.79 |
Reported balance
After 2016-09-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-08 · Grant · Acquired 103,426 · Balance 338,856.79 F3: Each unit of phantom stock is the economic equivalent of one ordinary share of JCI plc. F4: Phantom stock units accrue under the Johnson Controls Restricted Stock Plan and settle 100% in cash upon the reporting person's termination or retirement, subject to vesting requirements. |
| Ordinary SharesSEC Table I · non-derivative | IndirectBy 401k Plan Trustee | 17,256.359 |
Reported balance
Holding disclosure · report date 2016-09-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,256.359 F2: The number of underlying securities is based on the stock fund balance. The actual number of shares issuable upon the distribution date is not determinable since the fund is a unitized account consisting of 96% company shares and 4% money market fund. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects grant of restricted stock units. Restricted stock units accrue dividend equivalent units and convert to ordinary shares upon vesting.
F2: The number of underlying securities is based on the stock fund balance. The actual number of shares issuable upon the distribution date is not determinable since the fund is a unitized account consisting of 96% company shares and 4% money market fund.
F3: Each unit of phantom stock is the economic equivalent of one ordinary share of JCI plc.
F4: Phantom stock units accrue under the Johnson Controls Restricted Stock Plan and settle 100% in cash upon the reporting person's termination or retirement, subject to vesting requirements.
STRATTEC SECURITY CORP
Report date October 13, 2026 · Filed October 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 1,434 |
Reported balance
After 2026-10-13 transaction · row 1
1 source rowRow 1 · 2026-10-13 · Grant · Acquired 1,434 · Balance 1,434 F1: Grant of shares of restricted stock which vest the later of (i) the 2027 annual meeting of shareholders of the Company or (ii) 50 weeks following the Grant Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of shares of restricted stock which vest the later of (i) the 2027 annual meeting of shareholders of the Company or (ii) 50 weeks following the Grant Date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
JOHNSON CONTROLS INC
Report date September 02, 2016 · Filed September 06, 2016
Section 16 reporting ended · disclosed 2016-09-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-09-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-09-02 · Exercise / conversion · Acquired 13,677.346 · Balance 13,677.346 Row 2 · 2016-09-02 · Disposition to issuer · Disposed 13,677.346 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) Plan Trustee | 0 |
Reported balance
After 2016-09-02 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2016-09-02 · Disposition to issuer · Disposed 17,964.324 · Balance 0 F1: Each share of Johnson Controls, Inc. ("Johnson Controls") was converted into 0.8357 ordinary shares of Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") and $5.7293 in cash in connection with the closing of the merger between Johnson Controls and JCI plc (the "merger"). |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $40.21 · Expires 2017-10-01 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-02 · Disposition to issuer · Disposed 47,248 · Balance 0 F2: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.79 · Expires 2018-10-01 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-09-02 · Disposition to issuer · Disposed 160,000 · Balance 0 F2: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.87 · Expires 2019-10-01 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-09-02 · Disposition to issuer · Disposed 170,000 · Balance 0 F2: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.54 · Expires 2020-10-01 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-09-02 · Disposition to issuer · Disposed 150,000 · Balance 0 F2: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.54 · Expires 2021-10-07 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2016-09-02 · Disposition to issuer · Disposed 140,000 · Balance 0 F2: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.85 · Expires 2022-10-05 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2016-09-02 · Disposition to issuer · Disposed 74,800 · Balance 0 F2: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $48.37 · Expires 2023-11-19 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2016-09-02 · Disposition to issuer · Disposed 49,319 · Balance 0 F2: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.23 · Expires 2024-11-18 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2016-09-02 · Disposition to issuer · Disposed 80,437 · Balance 0 F2: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. F3: Fifty percent of the options vest after two years and the remaining 50% vests after three years. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.86 · Expires 2025-10-07 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2016-09-02 · Disposition to issuer · Disposed 104,562 · Balance 0 F2: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger. F3: Fifty percent of the options vest after two years and the remaining 50% vests after three years. |
| Phantom Stock Units - Restricted Stock PlanSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 235,430.791 |
Reported balance
After 2016-09-02 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2016-09-02 · Exercise / conversion · Disposed 13,677.346 · Balance 235,430.791 F4: Each unit of phantom stock is the economic equivalent of one share of Johnson Controls common stock. F5: The phantom stock units accrue under the Johnson Controls Restricted Stock Plan and settle 100% in cash upon the reporting person's termination or retirement, subject to vesting requirements. |
| Phantom Stock Units - Restricted Stock PlanSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2016-09-02 · Disposition to issuer · Disposed 235,430.791 · Balance 0 F4: Each unit of phantom stock is the economic equivalent of one share of Johnson Controls common stock. F5: The phantom stock units accrue under the Johnson Controls Restricted Stock Plan and settle 100% in cash upon the reporting person's termination or retirement, subject to vesting requirements. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of Johnson Controls, Inc. ("Johnson Controls") was converted into 0.8357 ordinary shares of Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") and $5.7293 in cash in connection with the closing of the merger between Johnson Controls and JCI plc (the "merger").
F2: The options were converted into an equivalent number of options with respect to JCI plc at the same exercise price in connection with the closing of the merger.
F3: Fifty percent of the options vest after two years and the remaining 50% vests after three years.
F4: Each unit of phantom stock is the economic equivalent of one share of Johnson Controls common stock.
F5: The phantom stock units accrue under the Johnson Controls Restricted Stock Plan and settle 100% in cash upon the reporting person's termination or retirement, subject to vesting requirements.
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 |
|---|---|---|---|---|---|---|
| September 02, 2016 Filed Sep 7, 2016 21:57 UTC | Johnson Controls International plc JCI · Entity 2940 | GrantOrdinary Shares | 15,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-16-062135 · form4.xml · nonDerivative · entry 1 McDonald R Bruce · CIK 0001207696 · Executive VP and Vice Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By 401k Plan Trustee Disclosed balance after: 15,012 F1 · shares: The number of underlying securities is based on the stock fund balance. The actual number of shares issuable upon the distribution date is not determinable since the fund is a unitized account consisting of 96% company shares and 4% money market fund. The balance reflected in this report is based on an August 26, 2016 price of $43.89 per share, which is the most recent information available for the plan. F2 · price: Shares acquired in connection with the closing of the merger between Johnson Controls, Inc. ("Johnson Controls") and Johnson Controls International plc (formerly Tyco International plc) ("JCI plc") (the "merger"), pursuant to which each share of Johnson Controls was converted into 0.8357 ordinary shares of JCI plc and $5.7293 in cash. 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.