Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIER GLOBAL CorpCARR · Entity 3043 | President, CSA | May 01, 2026 | May 01, 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 May 01, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,890 |
Ending reported balance
After 2026-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-01 · Exercise / conversion · Acquired 50,616 · Balance 71,436 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 · 2026-05-01 · Tax withholding · Disposed 21,546 · Balance 49,890 |
| Restricted Stock Unit RSUSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-01 · Exercise / conversion · Disposed 50,616 · 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 May 1, 2023, 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 May 1, 2023, 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 |
|---|---|---|---|---|---|---|
| May 01, 2026 Filed May 1, 2026 21:38 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 50,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004769 · doc4.xml · derivative · entry 3 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,616 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 May 1, 2023, the reporting person was granted RSUs. These RSUs fully vested on the Transaction Date. Read SEC document |
| May 01, 2026 Filed May 1, 2026 21:38 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 21,546 | $67.62 | $1,456,940.52 |
DisclosureSEC source: 0001225208-26-004769 · doc4.xml · nonDerivative · entry 2 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,890 Read SEC document |
| May 01, 2026 Filed May 1, 2026 21:38 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 50,616 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004769 · doc4.xml · nonDerivative · entry 1 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,436 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 01, 2026 Filed Feb 4, 2026 00:19 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 1,735 | $59.58 | $103,371.30 |
DisclosureSEC source: 0001225208-26-001261 · doc4.xml · nonDerivative · entry 2 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,820 Read SEC document |
| February 01, 2026 Filed Feb 4, 2026 00:19 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantCommon Stock | 5,705 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001261 · doc4.xml · nonDerivative · entry 1 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,555 F1 · date: The acquistion of shares of Carrier common stock represents the vesting of performance share units (PSUs) previously awarded on February 1, 2023 to the reporting person under the Carrier Global Corporation 2020 Long-Term Incentive Plan. Each PSU has a value equal to one share of Carrier Global Corporation common stock. These PSUs vested upon the achievement of the pre-established performance targets for earnings per share growth and total shareholder return relative to a subset of industrial companies in the S&P 500 index over a three-year time period. Read SEC document |
| January 28, 2026 Filed Jan 30, 2026 22:46 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantStock Appreciation Right · Derivative | 97,290 | $0.00 Strike: $57.91 | $0.00 |
DisclosureSEC source: 0001225208-26-001077 · doc4.xml · derivative · entry 1 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,290 Underlying: Common Stock · 97,290 shares Expires 2036-01-27 F1 · balance_after: The reporting person was also awarded 26,965 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 |
| August 08, 2025 Filed Aug 12, 2025 20:21 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007207 · doc4.xml · derivative · entry 4 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 66 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 August 1, 2022, the reporting person was granted RSUs. On August 1, 2025, the reporting person reported that previously awarded RSUs, including dividend equivalents, vested and converted to Carrier common stock. Those previously awarded RSUs were entitled to additional dividend equivalents that were not payable until August 8, 2025. F2 · derivative.expiration_date: On August 1, 2022, the reporting person was granted RSUs. On August 1, 2025, the reporting person reported that previously awarded RSUs, including dividend equivalents, vested and converted to Carrier common stock. Those previously awarded RSUs were entitled to additional dividend equivalents that were not payable until August 8, 2025. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:21 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantRestricted Stock Unit RSU · Derivative | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007207 · doc4.xml · derivative · entry 3 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66 Underlying: Common Stock · 66 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: On August 1, 2022, the reporting person was granted RSUs. On August 1, 2025, the reporting person reported that previously awarded RSUs, including dividend equivalents, vested and converted to Carrier common stock. Those previously awarded RSUs were entitled to additional dividend equivalents that were not payable until August 8, 2025. F2 · derivative.expiration_date: On August 1, 2022, the reporting person was granted RSUs. On August 1, 2025, the reporting person reported that previously awarded RSUs, including dividend equivalents, vested and converted to Carrier common stock. Those previously awarded RSUs were entitled to additional dividend equivalents that were not payable until August 8, 2025. Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:21 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 29 | $66.03 | $1,914.87 |
DisclosureSEC source: 0001225208-25-007207 · doc4.xml · nonDerivative · entry 2 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,850 Read SEC document |
| August 08, 2025 Filed Aug 12, 2025 20:21 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 66 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007207 · doc4.xml · nonDerivative · entry 1 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,879 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 |
| August 01, 2025 Filed Aug 5, 2025 21:02 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 19,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007043 · doc4.xml · derivative · entry 3 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,190 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 August 1, 2022, the reporting person was granted RSUs. These RSUs fully vested on the Transaction Date. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 21:02 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 8,367 | $66.92 | $559,919.64 |
DisclosureSEC source: 0001225208-25-007043 · doc4.xml · nonDerivative · entry 2 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,813 Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 21:02 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 19,190 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007043 · doc4.xml · nonDerivative · entry 1 Pandya Gaurang · CIK 0002049959 · President, CSA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,180 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, 2025 Filed Feb 10, 2025 22:54 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantStock Appreciation Right · Derivative | 66,965 | $0.00 Strike: $65.21 | $0.00 |
DisclosureSEC source: 0001225208-25-001503 · doc4.xml · derivative · entry 1 Pandya Gaurang · CIK 0002049959 · Pres HVAC Americas/CHVAC EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,965 Underlying: Common Stock · 66,965 shares Expires 2035-02-05 F1 · balance_after: The reporting person was also awarded 18,335 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 |
| February 03, 2025 Filed Feb 5, 2025 23:23 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 2,577 | $63.15 | $162,737.55 |
DisclosureSEC source: 0001225208-25-001304 · doc4.xml · nonDerivative · entry 2 Pandya Gaurang · CIK 0002049959 · Pres HVAC Americas/CHVAC EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,990 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 23:23 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantCommon Stock | 8,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001304 · doc4.xml · nonDerivative · entry 1 Pandya Gaurang · CIK 0002049959 · Pres HVAC Americas/CHVAC EMEA 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,567 F1 · date: The acquistion of shares of Carrier common stock represents the vesting of performance share units (PSUs) previously awarded on February 2, 2022 to the reporting person under the Carrier Global Corporation 2020 Long-Term Incentive Plan. Each PSU has a value equal to one share of Carrier Global Corporation common stock. These PSUs vested upon the achievement of the pre-established performance targets for earnings per share growth and total shareholder return relative to a subset of industrial companies in the S&P 500 index over a three-year time period. 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.