Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otis Worldwide CorpOTIS · Entity 3170 | EVP & CPO | September 02, 2026 | September 04, 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.
Otis Worldwide Corp
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,112 |
Ending reported balance
After 2026-09-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-02 · Exercise / conversion · Acquired 933 · Balance 8,386 F1: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. Row 2 · 2026-09-02 · Tax withholding · Disposed 274 · Balance 8,112 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,875 |
Reported balance
After 2026-09-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-02 · Exercise / conversion · Disposed 933 · Balance 1,875 F1: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. F2: On September 2, 2025, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The first installment vested on the Transaction Date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs.
F2: On September 2, 2025, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The first installment vested on the Transaction Date.
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, 2026 Filed Sep 4, 2026 20:04 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 933 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000119 · form4.xml · derivative · entry 3 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,875 Underlying: Common Stock · 933 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. F2 · derivative.exercise_date: On September 2, 2025, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The first installment vested on the Transaction Date. F2 · derivative.expiration_date: On September 2, 2025, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The first installment vested on the Transaction Date. Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 20:04 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 274 | $70.83 | $19,407.42 |
DisclosureSEC source: 0001781335-26-000119 · form4.xml · nonDerivative · entry 2 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,112 Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 20:04 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 933 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000119 · form4.xml · nonDerivative · entry 1 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,386 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. Read SEC document |
| February 07, 2026 Filed Feb 10, 2026 21:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000049 · form4.xml · derivative · entry 6 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 322 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. F3 · derivative.exercise_date: On February 7, 2023, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The last installment vested on the Transaction Date. F3 · derivative.expiration_date: On February 7, 2023, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The last installment vested on the Transaction Date. Read SEC document |
| February 07, 2026 Filed Feb 10, 2026 21:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 96 | $89.85 | $8,625.60 |
DisclosureSEC source: 0001781335-26-000049 · form4.xml · nonDerivative · entry 4 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,453 Read SEC document |
| February 07, 2026 Filed Feb 10, 2026 21:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 322 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000049 · form4.xml · nonDerivative · entry 3 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,549 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 21:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 297 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000049 · form4.xml · derivative · entry 5 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 304 Underlying: Common Stock · 297 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. F2 · derivative.exercise_date: On February 6, 2024, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The second installment vested on the Transaction Date. F2 · derivative.expiration_date: On February 6, 2024, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The second installment vested on the Transaction Date. Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 21:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 88 | $89.85 | $7,906.80 |
DisclosureSEC source: 0001781335-26-000049 · form4.xml · nonDerivative · entry 2 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,227 Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 21:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 297 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000049 · form4.xml · nonDerivative · entry 1 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,315 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 00:43 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 445 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000025 · form4.xml · derivative · entry 6 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 899 Underlying: Common Stock · 445 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. F3 · derivative.exercise_date: On February 4, 2025, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The first installment vested on the Transaction Date. F3 · derivative.expiration_date: On February 4, 2025, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The first installment vested on the Transaction Date. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 00:43 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 131 | $90.37 | $11,838.47 |
DisclosureSEC source: 0001781335-26-000025 · form4.xml · nonDerivative · entry 4 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,018 Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 00:43 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 445 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000025 · form4.xml · nonDerivative · entry 3 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,149 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. Read SEC document |
| February 03, 2026 Filed Feb 6, 2026 00:43 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 5,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000025 · form4.xml · derivative · entry 5 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,595 Underlying: Common Stock · 5,595 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. F2 · derivative.exercise_date: RSUs vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. F2 · derivative.expiration_date: RSUs vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. Read SEC document |
| February 03, 2026 Filed Feb 6, 2026 00:43 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 543 | $87.16 | $47,327.88 |
DisclosureSEC source: 0001781335-26-000025 · form4.xml · nonDerivative · entry 2 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,704 Read SEC document |
| February 03, 2026 Filed Feb 6, 2026 00:43 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantCommon Stock | 1,559 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000025 · form4.xml · nonDerivative · entry 1 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,247 F4 · shares: The acquisition of Otis common stock represents the vesting of performance share units (PSUs) previously awarded on February 7, 2023. Each PSU has a value equal to one share of Otis common stock. These PSUs vested on the Transaction Date upon the achievement of the 3-year cycle preestablished performance targets. The performance criteria were certified to be achieved at the 82% level. F4 · price: The acquisition of Otis common stock represents the vesting of performance share units (PSUs) previously awarded on February 7, 2023. Each PSU has a value equal to one share of Otis common stock. These PSUs vested on the Transaction Date upon the achievement of the 3-year cycle preestablished performance targets. The performance criteria were certified to be achieved at the 82% level. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 20:16 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 2,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-015264 · form4.xml · derivative · entry 1 Gosk Kimberly Shannon · CIK 0002080291 · EVP & CPO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,750 Underlying: Common Stock · 2,750 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units (RSUs) convert into common stock on a one-for-one basis. RSUs include the right to receive dividend equivalents that are credited as additional RSUs. F2 · derivative.exercise_date: RSUs vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. F2 · derivative.expiration_date: RSUs vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. 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.