Home/Filings/4/0001206283-04-000001
4//SEC Filing

KENNEDY JOHN P 4

Accession 0001206283-04-000001

CIK 0000053669other

Filed

Jan 5, 7:00 PM ET

Accepted

Jan 6, 7:54 PM ET

Size

9.2 KB

Accession

0001206283-04-000001

Insider Transaction Report

Form 4
Period: 2004-01-02
KENNEDY JOHN P
Exec VP & Pres Controls Gp
Transactions
  • Award

    Phanton Stock Units/ Restricted Stock Grant

    2004-01-02+12,00044,636.388 total
    Exercise: $115.60Common Stock (12,000 underlying)
Holdings
  • Phantom Stock Units/Excess Benefit Plan-Common

    Common Stock (10,611 underlying)
    10,611
  • Common Stock

    (indirect: By Trust)
    8,585
  • Phantom Stock Units/ LTPP

    Common Stock (44,374.67 underlying)
    44,374.67
Footnotes (13)
  • [F1]Includes 1228.666 shares of the preferred stock which were converted to 2457.332 shares of common stock on 12/31/2003 by the trustee of the plan.
  • [F10]On January 2, 2004, the common stock of Johnson Controls, Inc., split 2-for-1, resulting in the reporting person's acquisition of 22101.3 additional phantom stock units.
  • [F11]The phantom stock units were accrued under the Johnson Controls Deferred Restricted Stock Plan and are to be settled 100% in cash upon the reporting person's retirement.
  • [F12]Includes 40.088 phantom stock units acquired through the reinvestment of dividends on 1/2/2004 at a price of $57.80 per unit.
  • [F13]On January 2, 2004, the common stock of Johnson Controls, Inc., split 2-for-1, resulting in the reporting person's acquisition of 22,298.15 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 4299.094 additional shares
  • [F3]The number of underlying securities is based on the stock fund balance on 1/4/2004. The actual number of shares issuable upon the distribution date is not determinable since the stock fund is a unitized account consisting of 97% company stock and 3% money market fund. The stock account balance reflected in this report is based on a 1/4/2004 stock fund price of $59.31 per share.
  • [F4]The phantom stock units convert to the common stock's cash value on a one-for-one basis.
  • [F5]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 person's retirement.
  • [F6]Includes 1842.887 phantom stock units of the preferred stock which were converted to 3685.774 shares of common stock on 12/31/2003 by the trustee of the plan.
  • [F7]On January 2, 2004, the common stock of Johnson Controls, Inc., split 2-for-1, resulting in the reporting person's acquisition of 6,556.01 additional phantom stock units.
  • [F8]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 person's retirement.
  • [F9]Includes 172.07 phantom stock units acquired through the reinvestment of dividends on January 2, 2004, at a price of $57.80 per phantom unit.

Issuer

JOHNSON CONTROLS INC

CIK 0000053669

Entity typeother

Related Parties

1
  • filerCIK 0001206283

Filing Metadata

Form type
4
Filed
Jan 5, 7:00 PM ET
Accepted
Jan 6, 7:54 PM ET
Size
9.2 KB