Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIER GLOBAL CorpCARR · Entity 3043 | Senior VP & CLO | February 01, 2026 | February 03, 2026 |
| STANLEY BLACK & DECKER, INC.SWK · Entity 3378 | SVP, GC & Corporate Secretary | February 27, 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.
CARRIER GLOBAL Corp
Report date February 01, 2026 · Filed February 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,940 |
Ending reported balance
After 2026-02-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-01 · Grant · Acquired 1,958 · Balance 7,521 F1: 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. Row 2 · 2026-02-01 · Tax withholding · Disposed 581 · Balance 6,940 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
STANLEY BLACK & DECKER, INC.
Report date February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,239 |
Reported balance
After 2026-02-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-27 · Grant · Acquired 5,239 · Balance 5,239 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2: RSUs vest in three approximately equal annual installments beginning on February 27, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 13,970 |
Reported balance
After 2026-02-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-27 · Grant · Acquired 13,970 · Balance 13,970 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F3: RSUs will vest in three approximately equal annual installments beginning on February 27, 2027. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $85.90 · Expires 2036-02-27 | Direct | 20,089 |
Reported balance
After 2026-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-27 · Grant · Acquired 20,089 · Balance 20,089 F4: Options will become exercisable in three approximately equal annual installments beginning on February 27, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock.
F2: RSUs vest in three approximately equal annual installments beginning on February 27, 2027.
F3: RSUs will vest in three approximately equal annual installments beginning on February 27, 2027.
F4: Options will become exercisable in three approximately equal annual installments beginning on February 27, 2027.
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 27, 2026 Filed Mar 3, 2026 21:23 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | GrantStock Option (Right to Buy) · Derivative | 20,089 | $0.00 Strike: $85.90 | $0.00 |
DisclosureSEC source: 0001628280-26-013859 · wk-form4_1772573029.xml · derivative · entry 3 Campbell Francesca · CIK 0002050831 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,089 Underlying: Common Stock · 20,089 shares Expires 2036-02-27 F4 · derivative.exercise_date: Options will become exercisable in three approximately equal annual installments beginning on February 27, 2027. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:23 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | GrantRestricted Stock Units · Derivative | 13,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013859 · wk-form4_1772573029.xml · derivative · entry 2 Campbell Francesca · CIK 0002050831 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,970 Underlying: Common Stock · 13,970 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: RSUs will vest in three approximately equal annual installments beginning on February 27, 2027. F3 · derivative.expiration_date: RSUs will vest in three approximately equal annual installments beginning on February 27, 2027. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:23 UTC | STANLEY BLACK & DECKER, INC. SWK · Entity 3378 | GrantRestricted Stock Units · Derivative | 5,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-013859 · wk-form4_1772573029.xml · derivative · entry 1 Campbell Francesca · CIK 0002050831 · SVP, GC & Corporate Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,239 Underlying: Common Stock · 5,239 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: RSUs vest in three approximately equal annual installments beginning on February 27, 2027. F2 · derivative.expiration_date: RSUs vest in three approximately equal annual installments beginning on February 27, 2027. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 19:20 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 581 | $59.58 | $34,615.98 |
DisclosureSEC source: 0001225208-26-001264 · doc4.xml · nonDerivative · entry 2 Campbell Francesca · CIK 0002050831 · Senior VP & CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,940 Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 19:20 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantCommon Stock | 1,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001264 · doc4.xml · nonDerivative · entry 1 Campbell Francesca · CIK 0002050831 · Senior VP & CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,521 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 |
| February 06, 2025 Filed Feb 10, 2025 17:55 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantStock Appreciation Right · Derivative | 18,940 | $0.00 Strike: $65.21 | $0.00 |
DisclosureSEC source: 0001225208-25-001506 · doc4.xml · derivative · entry 1 Campbell Francesca · CIK 0002050831 · Senior VP & CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,940 Underlying: Common Stock · 18,940 shares Expires 2035-02-05 F1 · balance_after: The reporting person was also awarded 5,190 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 18:22 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 1,050 | $63.15 | $66,307.50 |
DisclosureSEC source: 0001225208-25-001301 · doc4.xml · nonDerivative · entry 2 Campbell Francesca · CIK 0002050831 · Senior VP & CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,563 Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 18:22 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantCommon Stock | 3,856 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-001301 · doc4.xml · nonDerivative · entry 1 Campbell Francesca · CIK 0002050831 · Senior VP & CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,613 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.