JCI CLUSTER SEC Filing Analysis

Latest settled — T+5d

JCI ▲ +2.15% at T+5d

NEUTRAL call ✓ call won +2.15% · α vs SPY +0.53% · entry $137.22 → $140.17

Next anchor: T+20d in 6d

Last close $144.05 (close Jun 8) · +4.98% from $137.22 entry

Entry anchored
May 18, 2026
via day open

T+1d

-1.33%

call -1.33% · α -0.68%

$135.40

settled 22d ago

T+5d

+2.15%

call +2.15% · α +0.53%

$140.17

settled 15d ago

T+20d

—

call — · α —

—

in 6d

T+60d

—

call — · α —

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in 2mo

Price Chart

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Executive Summary

Two JCI vice presidents sold a combined $7.4M in open-market sales over a 7-day window, following the company's strong Q2 earnings report (sales +8%, adjusted EPS +45%) and raised FY26 guidance. The sales represent ~0.008% of JCI's $87.3B market cap, a trivial amount, and are likely routine post-earnings diversification by senior executives. The cluster is not informative of fundamental deterioration given the strong operational results.

Key Financial Metrics

Direction

selling

Total Value

$7.4M

Insiders

2

Actionable Insight

The insider sales are immaterial relative to JCI's size and follow a strong earnings beat with raised guidance. No bearish signal. Monitor for any C-suite (CEO/CFO) selling in coming weeks, which would carry more weight, but current activity is routine post-earnings diversification.

Key Facts

Two VP-level insiders sold a total of $7.4M in open-market sales (Schlitz Lei Zhang: $6.78M; Todd M. Grabowski: $622K)
Sales occurred 2-8 days after JCI reported Q2 FY26 results: sales +8% to $6.1B, adjusted EPS $1.19 (+45% YoY), orders +30% organically, backlog record $20B
Total insider sales represent ~0.008% of JCI's $87.3B market cap — well below the 0.1% materiality threshold
JCI raised FY26 guidance following the strong quarter
No insider purchases were reported in the cluster window

Financial Impact

Total insider sales of $7.4M represent 0.008% of market cap — economically trivial

insider selling volume

Risk Factors

No material risk identified from this cluster; sales are trivial and follow strong results

Market Snapshot

Exchange

NYSE

Sector

Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip

Analyst Consensus

59% bullish (27 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

Document	Accession Number
CLUSTER Data (Synthetic)	cluster-JCI-1779133848063

4 reports for JCI

T+1T+5T+20T+60

Filters

Reports for JCI — sortable, filterable
	Type				Now
Jun 3, 2026 6d ago	8-K NEUTRAL ★ 2/10	$147.39 $143.65	▼ −2.54%	▲ +0.06%	$144.05 (−2.26%)
May 18, 2026 22d ago	Insider Cluster NEUTRAL ★ 3/10	$137.22 $135.40	▼ −1.33%	▼ −0.68%	$144.05 (+4.98%)
May 13, 2026 27d ago	8-K NEUTRAL ★ 3/10	$144.99 $142.61	▼ −1.64%	▼ −0.41%	$144.05 (−0.65%)
May 4, 2026 5w ago	8-K NEUTRAL ★ 2/10	$144.54 $142.76	▼ −1.23%	▼ −2.62%	$144.05 (−0.34%)

US Market Status

Market Closed — Opens in 6h 56m

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