person · Reporting owner
Calleja Fernandez Bernardo
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otis Worldwide CorpOTIS · Entity 3170 | President, Otis EMEA | July 28, 2023 | July 28, 2023 |
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 July 28, 2023 · Filed July 28, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,097 |
Ending reported balance
After 2023-07-28 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2023-07-28 · Exercise / conversion · Acquired 2,213 · Balance 34,668 Row 2 · 2023-07-28 · Exercise / conversion · Acquired 9,542 · Balance 44,210 Row 3 · 2023-07-28 · Exercise / conversion · Acquired 20,975 · Balance 65,185 Row 4 · 2023-07-28 · Exercise / conversion · Acquired 14,709 · Balance 79,894 Row 5 · 2023-07-28 · Tax withholding · Disposed 33,805 · Balance 46,089 Row 6 · 2023-07-28 · Sale · Disposed 3,992 · Balance 42,097 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $58.66 · Expires 2027-01-02 | Direct | 0 |
Reported balance
After 2023-07-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-07-28 · Exercise / conversion · Disposed 2,213 · Balance 0 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $67.83 · Expires 2028-01-01 | Direct | 0 |
Reported balance
After 2023-07-28 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-07-28 · Exercise / conversion · Disposed 9,542 · Balance 0 |
| Stock AppreciationSEC Table II · derivative / convertible security · Conversion / exercise price $63.92 · Expires 2029-02-04 | Direct | 0 |
Reported balance
After 2023-07-28 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-07-28 · Exercise / conversion · Disposed 20,975 · Balance 0 |
| Stock AppreciationSEC Table II · derivative / convertible security · Conversion / exercise price $63.93 · Expires 2031-02-04 | Direct | 7,355 |
Reported balance
After 2023-07-28 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-07-28 · Exercise / conversion · Disposed 14,709 · Balance 7,355 F1: The SARs become exercisable in three equal installments on the first three anniversaries of the date of grant, which was 02/05/2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The SARs become exercisable in three equal installments on the first three anniversaries of the date of grant, which was 02/05/2021.
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 |
|---|---|---|---|---|---|---|
| July 28, 2023 Filed Jul 28, 2023 22:08 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionStock Appreciation · Derivative | 14,709 | $0.00 Strike: $63.93 | $0.00 |
DisclosureSEC source: 0001062993-23-015444 · form4.xml · derivative · entry 10 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,355 Underlying: Common Stock · 14,709 shares Expires 2031-02-04 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_date: The SARs become exercisable in three equal installments on the first three anniversaries of the date of grant, which was 02/05/2021. Read SEC document |
| July 28, 2023 Filed Jul 28, 2023 22:08 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionStock Appreciation · Derivative | 20,975 | $0.00 Strike: $63.92 | $0.00 |
DisclosureSEC source: 0001062993-23-015444 · form4.xml · derivative · entry 9 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,975 shares Expires 2029-02-04 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. Read SEC document |
| July 28, 2023 Filed Jul 28, 2023 22:08 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionStock Appreciation Rights · Derivative | 9,542 | $0.00 Strike: $67.83 | $0.00 |
DisclosureSEC source: 0001062993-23-015444 · form4.xml · derivative · entry 8 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,542 shares Expires 2028-01-01 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. Read SEC document |
| July 28, 2023 Filed Jul 28, 2023 22:08 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionStock Appreciation Rights · Derivative | 2,213 | $0.00 Strike: $58.66 | $0.00 |
DisclosureSEC source: 0001062993-23-015444 · form4.xml · derivative · entry 7 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,213 shares Expires 2027-01-02 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. Read SEC document |
| July 28, 2023 Filed Jul 28, 2023 22:08 UTC | Otis Worldwide Corp OTIS · Entity 3170 | SaleCommon Stock | 3,992 | $90.70 | $362,060.43 |
DisclosureSEC source: 0001062993-23-015444 · form4.xml · nonDerivative · entry 6 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,097 Read SEC document |
| July 28, 2023 Filed Jul 28, 2023 22:08 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 33,805 | $90.46 | $3,058,000.30 |
DisclosureSEC source: 0001062993-23-015444 · form4.xml · nonDerivative · entry 5 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,089 Read SEC document |
| July 28, 2023 Filed Jul 28, 2023 22:08 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 14,709 | $63.93 | $940,346.37 |
DisclosureSEC source: 0001062993-23-015444 · form4.xml · nonDerivative · entry 4 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,894 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. Read SEC document |
| July 28, 2023 Filed Jul 28, 2023 22:08 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 20,975 | $63.92 | $1,340,722.00 |
DisclosureSEC source: 0001062993-23-015444 · form4.xml · nonDerivative · entry 3 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,185 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. Read SEC document |
| July 28, 2023 Filed Jul 28, 2023 22:08 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 9,542 | $67.83 | $647,233.86 |
DisclosureSEC source: 0001062993-23-015444 · form4.xml · nonDerivative · entry 2 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,210 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. Read SEC document |
| July 28, 2023 Filed Jul 28, 2023 22:08 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 2,213 | $58.66 | $129,814.58 |
DisclosureSEC source: 0001062993-23-015444 · form4.xml · nonDerivative · entry 1 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,668 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. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 23:24 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 15,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-014353 · form4.xml · derivative · entry 3 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,385 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. 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. F2 · derivative.exercise_date: On July 1, 2020, the reporting person was granted Founders RSUs that vested in full on the third anniversary of the date of grant (the Transaction Date). These Founders RSUs included the right to receive dividend equivalents credited as additional RSUs. F2 · derivative.expiration_date: On July 1, 2020, the reporting person was granted Founders RSUs that vested in full on the third anniversary of the date of grant (the Transaction Date). These Founders RSUs included the right to receive dividend equivalents credited as additional RSUs. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 23:24 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 5,145 | $89.01 | $457,956.45 |
DisclosureSEC source: 0001062993-23-014353 · form4.xml · nonDerivative · entry 2 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,455 Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 23:24 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 15,385 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-014353 · form4.xml · nonDerivative · entry 1 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,600 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 |
| March 06, 2023 Filed Mar 8, 2023 01:17 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionStock Appreciation Rights · Derivative | 5,065 | $0.00 Strike: $50.58 | $0.00 |
DisclosureSEC source: 0001062993-23-006225 · form4.xml · derivative · entry 6 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,065 shares Expires 2026-01-03 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. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 01:17 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionStock Appreciation Rights · Derivative | 2,681 | $0.00 Strike: $60.88 | $0.00 |
DisclosureSEC source: 0001062993-23-006225 · form4.xml · derivative · entry 5 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,681 shares Expires 2025-01-01 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. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 01:17 UTC | Otis Worldwide Corp OTIS · Entity 3170 | SaleCommon Stock | 703 | $86.85 | $61,057.66 |
DisclosureSEC source: 0001062993-23-006225 · form4.xml · nonDerivative · entry 4 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,215 Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 01:17 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 4,826 | $86.88 | $419,282.88 |
DisclosureSEC source: 0001062993-23-006225 · form4.xml · nonDerivative · entry 3 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,918 Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 01:17 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 5,065 | $50.58 | $256,187.70 |
DisclosureSEC source: 0001062993-23-006225 · form4.xml · nonDerivative · entry 2 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,744 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. Read SEC document |
| March 06, 2023 Filed Mar 8, 2023 01:17 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 2,681 | $60.88 | $163,219.28 |
DisclosureSEC source: 0001062993-23-006225 · form4.xml · nonDerivative · entry 1 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,679 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. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 22:26 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionStock Appreciation Rights · Derivative | 11,749 | $0.00 Strike: $59.53 | $0.00 |
DisclosureSEC source: 0001062993-23-003810 · form4.xml · derivative · entry 4 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,749 shares Expires 2024-01-01 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. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 22:26 UTC | Otis Worldwide Corp OTIS · Entity 3170 | SaleCommon Stock | 837 | $84.67 | $70,868.79 |
DisclosureSEC source: 0001062993-23-003810 · form4.xml · nonDerivative · entry 3 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,998 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 22:26 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 8,270 | $84.56 | $699,311.20 |
DisclosureSEC source: 0001062993-23-003810 · form4.xml · nonDerivative · entry 2 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,835 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 22:26 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 11,479 | $59.53 | $683,344.87 |
DisclosureSEC source: 0001062993-23-003810 · form4.xml · nonDerivative · entry 1 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,105 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. Read SEC document |
| February 07, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantStock Appreciation Rights · Derivative | 15,730 | $0.00 Strike: $83.63 | $0.00 |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · derivative · entry 11 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,730 Underlying: Common Stock · 15,730 shares Expires 2033-02-06 F5 · derivative.exercise_date: RSUs and stock appreciation rights vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. Read SEC document |
| February 07, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 4,607 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · derivative · entry 10 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,607 Underlying: Common Stock · 4,607 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. F5 · derivative.exercise_date: RSUs and stock appreciation rights vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. F5 · derivative.expiration_date: RSUs and stock appreciation rights vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,707 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · derivative · entry 9 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,714 Underlying: Common Stock · 1,707 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. F4 · derivative.exercise_date: On February 5, 2021, 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. F4 · derivative.expiration_date: On February 5, 2021, 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 05, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 607 | $84.73 | $51,431.11 |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · nonDerivative · entry 6 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,356 Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,707 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · nonDerivative · entry 5 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,963 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, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 3,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · derivative · entry 8 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,160 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: The reporting person was granted RSUs by our former parent on February 4, 2020. These were converted into issuer RSUs that fully vested on the Transaction Date. F3 · derivative.expiration_date: The reporting person was granted RSUs by our former parent on February 4, 2020. These were converted into issuer RSUs that fully vested on the Transaction Date. Read SEC document |
| February 04, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 1,001 | $84.73 | $84,814.73 |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · nonDerivative · entry 4 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,256 Read SEC document |
| February 04, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 3,160 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · nonDerivative · entry 3 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,257 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, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · derivative · entry 7 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,716 Underlying: Common Stock · 1,353 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 3, 2022, 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 February 3, 2022, 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 03, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 603 | $84.73 | $51,092.19 |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · nonDerivative · entry 2 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,097 Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 23:23 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,353 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-002403 · form4.xml · nonDerivative · entry 1 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,700 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 05, 2022 Filed Feb 7, 2022 21:33 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,597 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002907 · form4.xml · derivative · entry 8 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,597 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. F1 · price: Restricted stock units (RSUs) convert into common stock on a one for one basis. F5 · derivative.exercise_date: The reporting person was granted RSUs by our former parent on February 5, 2019. These RSUs, which included the right to receive dividend equivalents credited as additional RSUs, were converted into issuer RSUs that fully vested on the Transaction Date. F5 · derivative.expiration_date: The reporting person was granted RSUs by our former parent on February 5, 2019. These RSUs, which included the right to receive dividend equivalents credited as additional RSUs, were converted into issuer RSUs that fully vested on the Transaction Date. Read SEC document |
| February 05, 2022 Filed Feb 7, 2022 21:33 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 2,813 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002907 · form4.xml · derivative · entry 7 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,813 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. F1 · price: Restricted stock units (RSUs) convert into common stock on a one for one basis. F4 · derivative.exercise_date: The reporting person was granted performance stock units by our former parent on Feb 5, 2019. These were converted into issuer RSUs that fully vested on the Transaction Date. F4 · derivative.expiration_date: The reporting person was granted performance stock units by our former parent on Feb 5, 2019. These were converted into issuer RSUs that fully vested on the Transaction Date. Read SEC document |
| February 05, 2022 Filed Feb 7, 2022 21:33 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,684 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002907 · form4.xml · derivative · entry 6 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,371 Underlying: Common Stock · 1,684 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. F1 · price: Restricted stock units (RSUs) convert into common stock on a one for one basis. F3 · derivative.exercise_date: The reporting person was granted RSUs vesting in three equal annual installments beginning on the first anniversary of the grant date. These RSUs include the right to receive dividend equivalents credited as additional RSUs. F3 · derivative.expiration_date: The reporting person was granted RSUs vesting in three equal annual installments beginning on the first anniversary of the grant date. These RSUs include the right to receive dividend equivalents credited as additional RSUs. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 21:33 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantStock Appreciation Rights · Derivative | 16,250 | $81.85 Strike: $81.85 | $1,330,062.50 |
DisclosureSEC source: 0001062993-22-002907 · form4.xml · derivative · entry 5 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,250 Underlying: Common Stock · 16,250 shares Expires 2032-02-02 F2 · derivative.exercise_date: The RSUs and stock appreciation rights vest in three equal annual installments beginning on the first anniversary of the Transaction Date. The RSUs include the right to receive dividend equivalents that are credited as additional RSUs. Read SEC document |
| February 03, 2022 Filed Feb 7, 2022 21:33 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 4,010 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-002907 · form4.xml · derivative · entry 4 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,010 Underlying: Common Stock · 4,010 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units (RSUs) convert into common stock on a one for one basis. F1 · price: Restricted stock units (RSUs) convert into common stock on a one for one basis. F2 · derivative.exercise_date: The RSUs and stock appreciation rights vest in three equal annual installments beginning on the first anniversary of the Transaction Date. The RSUs include the right to receive dividend equivalents that are credited as additional RSUs. F2 · derivative.expiration_date: The RSUs and stock appreciation rights vest in three equal annual installments beginning on the first anniversary of the Transaction Date. The RSUs include the right to receive dividend equivalents that are credited as additional RSUs. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 20:16 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionStock Appreciation Rights · Derivative | 3,234 | $0.00 Strike: $44.46 | $0.00 |
DisclosureSEC source: 0001062993-21-006832 · form4.xml · derivative · entry 4 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,234 shares Expires 2023-01-01 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. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 20:16 UTC | Otis Worldwide Corp OTIS · Entity 3170 | SaleCommon Stock | 1,597 | $87.80 | $140,223.95 |
DisclosureSEC source: 0001062993-21-006832 · form4.xml · nonDerivative · entry 3 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,253 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.801 to $87.83, inclusive. The reporting person undertakes to provide the registrant, any security holder of the registrant, or the SEC staff, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 20:16 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 1,637 | $87.80 | $143,728.60 |
DisclosureSEC source: 0001062993-21-006832 · form4.xml · nonDerivative · entry 2 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,850 Read SEC document |
| July 28, 2021 Filed Jul 30, 2021 20:16 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 3,234 | $44.46 | $143,783.64 |
DisclosureSEC source: 0001062993-21-006832 · form4.xml · nonDerivative · entry 1 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,487 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. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantStock Appreciate Rights · Derivative | 22,064 | $63.93 Strike: $63.93 | $1,410,551.52 |
DisclosureSEC source: 0001062993-21-001092 · form4.xml · derivative · entry 2 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,064 Underlying: Common Stock · 22,064 shares Expires 2031-02-04 F2 · derivative.exercise_date: The Restricted Stock Units and the Stock Appreciation Rights vest ratably with respect to one-third of the award on each of the first three anniversaries of the date of the grant. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 21:36 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 4,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-001092 · form4.xml · derivative · entry 1 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,998 Underlying: Common Stock · 4,998 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit, including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Otis common stock. F2 · derivative.exercise_date: The Restricted Stock Units and the Stock Appreciation Rights vest ratably with respect to one-third of the award on each of the first three anniversaries of the date of the grant. F1 · derivative.expiration_date: Each Restricted Stock Unit, including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Otis common stock. Read SEC document |
| February 05, 2021 Filed Feb 7, 2022 21:33 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,597 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-002907 · form4.xml · nonDerivative · entry 3 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,347 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. Read SEC document |
| February 05, 2021 Filed Feb 7, 2022 21:33 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 2,813 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-002907 · form4.xml · nonDerivative · entry 2 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,750 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. Read SEC document |
| February 05, 2021 Filed Feb 7, 2022 21:33 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,684 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-002907 · form4.xml · nonDerivative · entry 1 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,937 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. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 22:16 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 3,280 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-000131 · form4.xml · derivative · entry 4 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,280 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 upon vesting. F3 · derivative.exercise_date: The reporting person was granted RSUs by our former parent on January 2, 2018. These RSUs included the right to accumulated dividends and were converted into issuer RSUs. These fully vested on the Transaction Date. F3 · derivative.expiration_date: The reporting person was granted RSUs by our former parent on January 2, 2018. These RSUs included the right to accumulated dividends and were converted into issuer RSUs. These fully vested on the Transaction Date. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 22:16 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 2,473 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-000131 · form4.xml · derivative · entry 3 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,473 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 upon vesting. F2 · derivative.exercise_date: The reporting person was granted performance shares by our former parent on January 2, 2018. These were converted into issuer RSUs. These fully vested on the Transaction Date. F2 · derivative.expiration_date: The reporting person was granted performance shares by our former parent on January 2, 2018. These were converted into issuer RSUs. These fully vested on 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.