Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIER GLOBAL CorpCARR · Entity 3043 | President, CST | July 01, 2026 | July 02, 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.
CARRIER GLOBAL Corp
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,358 |
Ending reported balance
After 2026-07-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-01 · Exercise / conversion · Acquired 6,894 · Balance 11,505 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 · 2026-07-01 · Tax withholding · Disposed 2,147 · Balance 9,358 |
| Restricted Stock Unit RSUSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-01 · Exercise / conversion · Disposed 6,894 · Balance 0 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 July 1, 2024, the reporting person was granted RSUs. These RSUs fully 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 July 1, 2024, the reporting person was granted RSUs. These RSUs fully 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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 2, 2026 21:36 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 6,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006424 · doc4.xml · derivative · entry 3 Dryden Edward C. · CIK 0002065960 · President, CST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,894 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.expiration_date: On July 1, 2024, the reporting person was granted RSUs. These RSUs fully vested on the Transaction Date. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 21:36 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 2,147 | $72.07 | $154,734.29 |
DisclosureSEC source: 0001225208-26-006424 · doc4.xml · nonDerivative · entry 2 Dryden Edward C. · CIK 0002065960 · President, CST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,358 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 21:36 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 6,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006424 · doc4.xml · nonDerivative · entry 1 Dryden Edward C. · CIK 0002065960 · President, CST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,505 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 |
| January 28, 2026 Filed Jan 30, 2026 22:47 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantStock Appreciation Right · Derivative | 68,120 | $0.00 Strike: $57.91 | $0.00 |
DisclosureSEC source: 0001225208-26-001080 · doc4.xml · derivative · entry 1 Dryden Edward C. · CIK 0002065960 · President, CST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,120 Underlying: Common Stock · 68,120 shares Expires 2036-01-27 F1 · balance_after: The reporting person was also awarded 18,880 Performance Share Units (PSUs) under the Carrier Global Corporation 2020 Long-Term Incentive Plan. Each PSU represents a contingent right to receive one share of Carrier Global Corporation common stock. The PSUs vest on the third anniversary of the grant date contingent upon (a) the reporting person's continued employment and (b) Carrier's achievement of pre-established performance targets for earnings per share growth and total shareowner return relative to a subset of industrial companies in the S&P 500 index over a three-year time period. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:34 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 6,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006515 · doc4.xml · derivative · entry 3 Dryden Edward C. · CIK 0002065960 · President, CST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,791 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 (RSU) 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.expiration_date: On July 1, 2024, the reporting person was granted RSUs. These RSUs fully vested on the Transaction Date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:34 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 2,180 | $74.30 | $161,974.00 |
DisclosureSEC source: 0001225208-25-006515 · doc4.xml · nonDerivative · entry 2 Dryden Edward C. · CIK 0002065960 · President, CST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,611 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:34 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 6,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006515 · doc4.xml · nonDerivative · entry 1 Dryden Edward C. · CIK 0002065960 · President, CST 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,791 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 (RSU) 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.