Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Otis Worldwide CorpOTIS · Entity 3170 | President, Otis Greater China | March 01, 2026 | March 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 March 01, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,507 |
Ending reported balance
After 2026-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-01 · Exercise / conversion · Acquired 1,256 · Balance 45,771 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 · 2026-03-01 · Tax withholding · Disposed 264 · Balance 45,507 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-01 · Exercise / conversion · Disposed 1,256 · 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 March 1, 2023, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The third and final 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 March 1, 2023, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The third and final 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 |
|---|---|---|---|---|---|---|
| March 01, 2026 Filed Mar 3, 2026 16:21 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000066 · form4.xml · derivative · entry 3 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,256 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 March 1, 2023, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The third and final installment vested on the Transaction Date. F2 · derivative.expiration_date: On March 1, 2023, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. The third and final installment vested on the Transaction Date. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 16:21 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Tax withholdingCommon Stock | 264 | $92.56 | $24,435.84 |
DisclosureSEC source: 0001781335-26-000066 · form4.xml · nonDerivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,507 Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 16:21 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,256 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000066 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,771 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 16:49 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 330 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000053 · form4.xml · derivative · entry 4 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 330 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 16:49 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 330 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000053 · form4.xml · nonDerivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,515 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 16:49 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000053 · form4.xml · derivative · entry 3 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,579 Underlying: Common Stock · 1,570 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 16:49 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,570 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000053 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,185 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 19:49 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 2,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000029 · form4.xml · derivative · entry 5 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,060 Underlying: Common Stock · 2,528 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 19:49 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 2,528 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000029 · form4.xml · nonDerivative · entry 3 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,615 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 19:49 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 8,057 | $0.00 | $0.00 |
DisclosureSEC source: 0001781335-26-000029 · form4.xml · derivative · entry 4 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,057 Underlying: Common Stock · 8,057 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 19:49 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantCommon Stock | 6,156 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000029 · form4.xml · nonDerivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,087 F5 · shares: The acquisition of Otis common stock represents the vesting of performance share units (PSUs) previously awarded on March 1, 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. F5 · price: The acquisition of Otis common stock represents the vesting of performance share units (PSUs) previously awarded on March 1, 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 |
| February 03, 2026 Filed Feb 5, 2026 19:49 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantCommon Stock | 1,586 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001781335-26-000029 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis Greater China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,931 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 |
| March 01, 2025 Filed Mar 3, 2025 17:10 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-004119 · form4.xml · derivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,234 Underlying: Common Stock · 1,228 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 March 1, 2023, 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 March 1, 2023, 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 |
| March 01, 2025 Filed Mar 3, 2025 17:10 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,228 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-004119 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,345 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, 2025 Filed Feb 10, 2025 17:47 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 313 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001985 · form4.xml · derivative · entry 4 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324 Underlying: Common Stock · 313 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 second 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 second installment vested on the Transaction Date. Read SEC document |
| February 07, 2025 Filed Feb 10, 2025 17:47 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 313 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-001985 · form4.xml · nonDerivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,117 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 17:47 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001985 · form4.xml · derivative · entry 3 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,093 Underlying: Common Stock · 1,540 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 first 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 first installment vested on the Transaction Date. Read SEC document |
| February 06, 2025 Filed Feb 10, 2025 17:47 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,540 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-001985 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,804 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, 2025 Filed Feb 5, 2025 20:29 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 7,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001781 · form4.xml · derivative · entry 4 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,455 Underlying: Common Stock · 7,455 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. F3 · derivative.exercise_date: RSUs vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. F3 · derivative.expiration_date: RSUs vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. Read SEC document |
| February 04, 2025 Filed Feb 5, 2025 20:29 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantCommon Stock | 1,428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-001781 · form4.xml · nonDerivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,264 F4 · shares: The acquisition of Otis common stock represents the vesting of performance share units (PSUs) previously awarded on February 3, 2022. 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 3, 2022. 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 |
| February 03, 2025 Filed Feb 5, 2025 20:29 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 297 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-001781 · form4.xml · derivative · entry 3 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 297 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 last 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 last installment vested on the Transaction Date. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 20:29 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 297 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-25-001781 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,836 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 |
| June 01, 2024 Filed Jun 3, 2024 16:58 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-011650 · form4.xml · derivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,120 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. 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. F2 · derivative.exercise_date: On June 1, 2021, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. These RSUs include the right to receive dividend equivalents credited as additional RSUs. The final installment vested on the Transaction Date. F2 · derivative.expiration_date: On June 1, 2021, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. These RSUs include the right to receive dividend equivalents credited as additional RSUs. The final installment vested on the Transaction Date. Read SEC document |
| June 01, 2024 Filed Jun 3, 2024 16:58 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,120 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-011650 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,539 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 |
| March 01, 2024 Filed Mar 4, 2024 17:41 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-005269 · form4.xml · derivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,424 Underlying: Common Stock · 1,207 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 March 1, 2023, 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 March 1, 2023, 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 |
| March 01, 2024 Filed Mar 4, 2024 17:41 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,207 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-005269 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,419 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, 2024 Filed Feb 8, 2024 17:07 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 309 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002577 · form4.xml · derivative · entry 5 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 627 Underlying: Common Stock · 309 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 first 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 first installment vested on the Transaction Date. Read SEC document |
| February 07, 2024 Filed Feb 8, 2024 17:07 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 309 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-002577 · form4.xml · nonDerivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,212 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, 2024 Filed Feb 8, 2024 17:07 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantStock Appreciation Rights · Derivative | 17,242 | $0.00 Strike: $91.94 | $0.00 |
DisclosureSEC source: 0001062993-24-002577 · form4.xml · derivative · entry 4 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,242 Underlying: Common Stock · 17,242 shares Expires 2034-02-05 F2 · derivative.exercise_date: RSUs and stock appreciation rights vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 17:07 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 4,562 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002577 · form4.xml · derivative · entry 3 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,562 Underlying: Common Stock · 4,562 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 and stock appreciation rights vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. F2 · derivative.expiration_date: RSUs and stock appreciation rights vest in three substantially equal annual installments beginning on the first anniversary of the Transaction Date. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 17:07 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantCommon Stock | 3,448 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-002577 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,903 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 16:43 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 294 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002084 · form4.xml · derivative · entry 4 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 294 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 16:43 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 294 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-002084 · form4.xml · nonDerivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,455 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 16:43 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-002084 · form4.xml · derivative · entry 3 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293 Underlying: Common Stock · 282 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 16:43 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-002084 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,161 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 |
| June 01, 2023 Filed Jun 2, 2023 18:01 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 1,097 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012802 · form4.xml · derivative · entry 4 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,103 Underlying: Common Stock · 1,097 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. 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. F3 · derivative.exercise_date: On June 1, 2021, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. These RSUs include the right to receive dividend equivalents credited as additional RSUs. The second installment vested on the Transaction Date. F3 · derivative.expiration_date: On June 1, 2021, the reporting person was granted RSUs vesting in three substantially equal annual installments beginning on the first anniversary of the grant date. These RSUs include the right to receive dividend equivalents credited as additional RSUs. The second installment vested on the Transaction Date. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 18:01 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionRestricted Stock Units · Derivative | 8,203 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-012802 · form4.xml · derivative · entry 3 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,203 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. 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. F2 · derivative.exercise_date: On June 1, 2020, the reporting person was granted Founders RSUs that vested in full on the third anniversary of the date of grant (the Transaction Date). These Founders RSUs included the right to receive dividend equivalents credited as additional RSUs. F2 · derivative.expiration_date: On June 1, 2020, the reporting person was granted Founders RSUs that vested in full on the third anniversary of the date of grant (the Transaction Date). These Founders RSUs included the right to receive dividend equivalents credited as additional RSUs. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 18:01 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 1,097 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-012802 · form4.xml · nonDerivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,879 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 |
| June 01, 2023 Filed Jun 2, 2023 18:01 UTC | Otis Worldwide Corp OTIS · Entity 3170 | Exercise / conversionCommon Stock | 8,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-012802 · form4.xml · nonDerivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,782 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 |
| March 01, 2023 Filed Mar 3, 2023 16:27 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantStock Appreciation Rights · Derivative | 11,765 | $0.00 Strike: $85.23 | $0.00 |
DisclosureSEC source: 0001062993-23-005876 · form4.xml · derivative · entry 2 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,765 Underlying: Common Stock · 11,765 shares Expires 2033-02-28 F2 · derivative.exercise_date: RSUs and stock appreciation rights (SARs) vest in three equal annual installments beginning on the first anniversary of the Transaction Date. SARs become exercisable upon vesting. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 16:27 UTC | Otis Worldwide Corp OTIS · Entity 3170 | GrantRestricted Stock Units · Derivative | 3,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005876 · form4.xml · derivative · entry 1 Loh Sally · CIK 0001967969 · President, Otis China 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,576 Underlying: Common Stock · 3,576 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 and stock appreciation rights (SARs) vest in three equal annual installments beginning on the first anniversary of the Transaction Date. SARs become exercisable upon vesting. F2 · derivative.expiration_date: RSUs and stock appreciation rights (SARs) vest in three equal annual installments beginning on the first anniversary of the Transaction Date. SARs become exercisable upon vesting. 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.