Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AVIENT CORPAVNT · Entity 4061 | Director | September 30, 2026 | October 02, 2026 |
| Otis Worldwide CorpOTIS · Entity 3170 | EVP & Chief Digital Officer | February 06, 2026 | February 10, 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.
AVIENT CORP
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,378.393 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 958 · Balance 11,378.393 |
| Common StockSEC Table I · non-derivative | IndirectDeferred Comp Plan | 8,810.531 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 8,810.531 F1: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors.
Otis Worldwide Corp
Report date February 06, 2026 · Filed February 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,466 |
Ending reported balance
After 2026-02-07 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-06 · Exercise / conversion · Acquired 685 · Balance 7,249 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 · 2026-02-06 · Tax withholding · Disposed 207 · Balance 7,042 Row 3 · 2026-02-07 · Exercise / conversion · Acquired 608 · Balance 7,650 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 4 · 2026-02-07 · Tax withholding · Disposed 184 · Balance 7,466 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 694 |
Reported balance
After 2026-02-06 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-06 · Exercise / conversion · Disposed 685 · Balance 694 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 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-07 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-07 · Exercise / conversion · Disposed 608 · 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. F3: 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. |
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 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.
F3: 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.
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 |
|---|---|---|---|---|---|---|
| February 06, 2024 Filed Feb 8, 2024 22:09 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantCommon Stock | 7,696 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-002581 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · EVP and Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,480 F4 · shares: The acquisition of Otis common stock represents the vesting of performance share units (PSUs) previously awarded on February 5, 2021. 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 200% level. F4 · price: The acquisition of Otis common stock represents the vesting of performance share units (PSUs) previously awarded on February 5, 2021. 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 200% level. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 21:44 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 647 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002085 · form4.xml · derivative · entry 6 Green Neil · CIK 0001875993 · EVP and Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 647 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 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 last installment vested on the Transaction Date. F3 · 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 last installment vested on the Transaction Date. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 21:44 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 230 | $90.89 | $20,904.70 |
DisclosureSEC source: 0001062993-24-002085 · form4.xml · nonDerivative · entry 4 Green Neil · CIK 0001875993 · EVP and Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 784 Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 21:44 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-002085 · form4.xml · nonDerivative · entry 3 Green Neil · CIK 0001875993 · EVP and Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,014 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, 2024 Filed Feb 6, 2024 21:44 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002085 · form4.xml · derivative · entry 5 Green Neil · CIK 0001875993 · EVP and Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 578 Underlying: Common Stock · 569 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 second 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 second installment vested on the Transaction Date. Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:44 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 202 | $90.97 | $18,375.94 |
DisclosureSEC source: 0001062993-24-002085 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · EVP and Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 367 Read SEC document |
| February 03, 2024 Filed Feb 6, 2024 21:44 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 569 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-002085 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · EVP and Chief Digital Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 569 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 |
| December 31, 2023 Filed Jan 3, 2023 19:21 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000084 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,448.865 F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 16:42 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 417 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000246 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 4,284.433 F2 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 16:42 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 417 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-000246 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,289.459 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:19 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-025184 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 3,842.78 F2 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 29, 2023 Filed Oct 3, 2023 20:19 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 492 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-025184 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,848.025 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 17:17 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 431 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019848 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 3,332.931 F2 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 17:17 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 432 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-019848 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,338.084 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 19:55 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 428 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011894 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 2,886.63 F2 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2023 Filed Apr 3, 2023 19:55 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 429 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011894 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,890.743 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| December 31, 2022 Filed Jan 3, 2023 19:21 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 520 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-000084 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 2,446.042 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 17:50 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 570 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023166 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,919.067 F2 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 17:50 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-023166 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 1,916.158 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:08 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018396 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 1,341.761 F2 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 18:08 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 440 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-018396 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,343.706 F1 · balance_after: Includes shares acquired pursuant to dividend reinvestment. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:14 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 358 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-011131 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 898.962 F1 · balance_after: Includes shares acquired pursuant to a dividend reinvestment feature of the Avient Corporation Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 20:14 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-011131 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 18:10 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 313 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000036 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 540 Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 18:10 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000036 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541 Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:09 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026268 · form4.xml · nonDerivative · entry 2 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Deferred Comp Plan Disclosed balance after: 227 Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:09 UTC | AVIENT CORP AVNT · Entity 4061 | GrantCommon Stock | 227 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-026268 · form4.xml · nonDerivative · entry 1 Green Neil · CIK 0001875993 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227 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.