Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otis Worldwide CorpOTIS · Entity 3170 | President, Otis Americas | June 02, 2026 | June 03, 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 June 02, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,990.377 |
Ending reported balance
After 2026-06-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-02 · Exercise / conversion · Acquired 1,680 · Balance 3,411.377 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 · 2026-06-02 · Tax withholding · Disposed 421 · Balance 2,990.377 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,362 |
Reported balance
After 2026-06-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-02 · Exercise / conversion · Disposed 1,680 · Balance 3,362 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 June 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 June 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 |
|---|---|---|---|---|---|---|
| June 02, 2026 Filed Jun 3, 2026 16:10 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000106 · form4.xml · derivative · entry 3 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,362 Underlying: Common Stock · 1,680 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 June 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 June 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 |
| June 02, 2026 Filed Jun 3, 2026 16:10 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 421 | $70.33 | $29,608.93 |
DisclosureSEC source: 0001781335-26-000106 · form4.xml · nonDerivative · entry 2 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,990.377 Read SEC document |
| June 02, 2026 Filed Jun 3, 2026 16:10 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000106 · form4.xml · nonDerivative · entry 1 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,411.377 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 16:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 232 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000048 · form4.xml · derivative · entry 6 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 232 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 16:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 58 | $89.85 | $5,211.30 |
DisclosureSEC source: 0001781335-26-000048 · form4.xml · nonDerivative · entry 4 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,731.377 Read SEC document |
| February 07, 2026 Filed Feb 10, 2026 16:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 232 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000048 · form4.xml · nonDerivative · entry 3 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,789.377 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 16:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 283 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000048 · form4.xml · derivative · entry 5 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 291 Underlying: Common Stock · 283 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 16:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 70 | $89.85 | $6,289.50 |
DisclosureSEC source: 0001781335-26-000048 · form4.xml · nonDerivative · entry 2 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,557.377 Read SEC document |
| February 06, 2026 Filed Feb 10, 2026 16:46 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 283 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000048 · form4.xml · nonDerivative · entry 1 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,627.377 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 5, 2026 19:41 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 431 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000024 · form4.xml · derivative · entry 6 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 870 Underlying: Common Stock · 431 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 5, 2026 19:41 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 124 | $90.37 | $11,205.88 |
DisclosureSEC source: 0001781335-26-000024 · form4.xml · nonDerivative · entry 4 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,344.377 Read SEC document |
| February 04, 2026 Filed Feb 5, 2026 19:41 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 431 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000024 · form4.xml · nonDerivative · entry 3 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,468.377 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 5, 2026 19:41 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 7,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000024 · form4.xml · derivative · entry 5 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,609 Underlying: Common Stock · 7,609 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 5, 2026 19:41 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 333 | $87.16 | $29,024.28 |
DisclosureSEC source: 0001781335-26-000024 · form4.xml · nonDerivative · entry 2 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,037.377 Read SEC document |
| February 03, 2026 Filed Feb 5, 2026 19:41 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantCommon Stock | 1,110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000024 · form4.xml · nonDerivative · entry 1 Armas Joseph Jay · CIK 0002067209 · President, Otis Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,370.377 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 |
| June 02, 2025 Filed Jun 3, 2025 16:16 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 4,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-010828 · form4.xml · derivative · entry 1 Armas Joseph Jay · CIK 0002067209 · President, Otis US & Canada 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,947 Underlying: Common Stock · 4,947 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.