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 |
|---|---|---|---|---|---|---|
| January 02, 2021 Filed Jan 5, 2021 22:16 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 3,280 | $665.59 | $2,183,135.20 |
DisclosureSEC source: 0001062993-21-000131 · form4.xml · nonDerivative · entry 2 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,253 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 |
| January 02, 2021 Filed Jan 5, 2021 22:16 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 2,473 | $65.59 | $162,204.07 |
DisclosureSEC source: 0001062993-21-000131 · form4.xml · nonDerivative · entry 1 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,973 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 |
| December 09, 2020 Filed Dec 11, 2020 21:05 UTC | Otis Worldwide Corp OTIS · Entity 3170 | PurchaseCommon Stock | 500 | $65.51 | $32,755.00 |
DisclosureSEC source: 0001062993-20-006249 · form4.xml · nonDerivative · entry 1 Calleja Fernandez Bernardo · CIK 0001831497 · President, Otis EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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.