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Gierges Michael Lotfy

Disclosed activity across 1 company

Tapewire entity
54362
SEC CIK
0002066270

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
CARRIER GLOBAL CorpCARR · Entity 3043President, CSAMEApril 01, 2026April 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 April 01, 2026 · Filed April 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect4,024 Ending reported balance After 2026-04-01 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-04-01 · Exercise / conversion · Acquired 5,320 · Balance 5,320

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 · 2026-04-01 · Tax withholding · Disposed 1,296 · Balance 4,024

Restricted Stock UnitSEC Table II · derivative / convertible securityDirect0 Reported balance After 2026-04-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2026-04-01 · Exercise / conversion · Disposed 5,320 · 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 April 1, 2025, the reporting person was granted RSUs. These RSUs 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 April 1, 2025, the reporting person was granted RSUs. These RSUs vested on the Transaction Date.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
April 01, 2026 Filed Apr 2, 2026 17:15 UTC CARRIER GLOBAL Corp CARR · Entity 3043 Exercise / conversionRestricted Stock Unit · Derivative 5,320 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004251 · doc4.xml · derivative · entry 3

Gierges Michael Lotfy · CIK 0002066270 · President, CSAME

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,320 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 April 1, 2025, the reporting person was granted RSUs. These RSUs vested on the Transaction Date.

Read SEC document
April 01, 2026 Filed Apr 2, 2026 17:15 UTC CARRIER GLOBAL Corp CARR · Entity 3043 Tax withholdingCommon Stock 1,296 $56.90 $73,742.40
Disclosure

SEC source: 0001225208-26-004251 · doc4.xml · nonDerivative · entry 2

Gierges Michael Lotfy · CIK 0002066270 · President, CSAME

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,024

Read SEC document
April 01, 2026 Filed Apr 2, 2026 17:15 UTC CARRIER GLOBAL Corp CARR · Entity 3043 Exercise / conversionCommon Stock 5,320 $0.00 $0.00
Disclosure

SEC source: 0001225208-26-004251 · doc4.xml · nonDerivative · entry 1

Gierges Michael Lotfy · CIK 0002066270 · President, CSAME

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,320

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 17:46 UTC CARRIER GLOBAL Corp CARR · Entity 3043 GrantStock Appreciation Right · Derivative 66,875 $0.00 Strike: $57.91 $0.00
Disclosure

SEC source: 0001225208-26-001078 · doc4.xml · derivative · entry 1

Gierges Michael Lotfy · CIK 0002066270 · President, CSAME

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,875

Underlying: Common Stock · 66,875 shares

Expires 2036-01-27

F1 · balance_after: The reporting person was also awarded 18,535 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.