Beda Bolzenius
CIK 1344888 · VP, V. Chair APAC and Pres, AE · last filed 2017-06-05
Beda Bolzenius is a VP, V. Chair APAC and Pres, AE who has filed 30 SEC Form 4 insider transactions across 1 company since 2007. Across all open-market trades the lifetime net is +$1.3M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $35.8M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
Charts
Trading activity, where the exposure sits, and each trade against the stock price.
JCI price and trades
Daily close with each Form 4 filing on this company marked: green = open-market buy, red = open-market sale, purple = grants, exercises, gifts and other non-market transactions. Marker size scales with the dollar value.
Shares held
Shares owned after each reported transaction on this company (direct holdings as reported).
Open-market buying and selling
by monthDollar value of open-market purchases (code P, up) and sales (code S, down) across all companies, by filing month. Grants, exercises and gifts are excluded.
Exposure by company
latestMost recently reported shares × current price. Faded bars (*) have had no filing in 3 years, so the person may no longer hold them. Click a bar to chart that company.
Filer Profile
P O BOX 591
MILWAUKEE, WI 53201-0591
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| JCI | VP, V. Chair APAC and Pres, AE | 257,063 | $139.33 | $35.82M | $1.35M | 27 | 2015-12-09 |
Recent Filings
30 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2017-06-05 | — | Grant (A) | +3,650 | $0 | |
| 2017-05-22 | — | Tax (F) | −237 | -$9.3K | |
| 2016-06-07 | — | Grant (A) | +4,046 | $0 | |
| 2015-12-09 | JCI | Disp (D) | −42,680 | -$1.80M | EDGAR |
| 2015-11-19 | JCI | Grant (A) | +87,383 | $0 | EDGAR |
| 2015-10-08 | JCI | Mixed | +68,764 | $0 | EDGAR |
| 2015-05-07 | JCI | Mixed | — | -$4.40M | EDGAR |
| 2014-11-19 | JCI | Grant (A) | +14,712 | $0 | EDGAR |
| 2014-11-04 | JCI | Mixed | −5,082 | -$288.1K | EDGAR |
| 2014-10-07 | JCI | Mixed | — | $0 | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment, and an amended or cancelled notice is not listed. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes. Someone who is no longer an officer or director (or never was) files no Form 4, so for them a sale shows up only on a later notice, which lists the seller's sales from the 3 months before it. "No sale on file" means neither record shows one; a dash in Net $ means the value filed on the notice doesn't fit the stock's price (likely a typo).