Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIER GLOBAL CorpCARR · Entity 3043 | President, CSE | February 09, 2026 | February 11, 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 09, 2026 · Filed February 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,847 |
Reported balance
After 2026-02-09 transaction · row 1
1 source rowRow 1 · 2026-02-09 · Exercise / conversion · Acquired 50 · Balance 13,847 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. |
| Restricted Stock Unit RSUSEC Table II · derivative / convertible security | Direct | 50 |
Reported balance
After 2026-02-09 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-09 · Grant · Acquired 50 · Balance 50 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 February 1, 2024, the reporting person was granted RSUs. On February 1, 2026, 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 February 9, 2026. |
| Restricted Stock Unit RSUSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-02-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-09 · Exercise / conversion · Disposed 50 · 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 February 1, 2024, the reporting person was granted RSUs. On February 1, 2026, 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 February 9, 2026. |
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 February 1, 2024, the reporting person was granted RSUs. On February 1, 2026, 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 February 9, 2026.
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 09, 2026 Filed Feb 11, 2026 19:42 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001717 · doc4.xml · derivative · entry 3 Heim Thomas · CIK 0002068212 · President, CSE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50 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 February 1, 2024, the reporting person was granted RSUs. On February 1, 2026, 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 February 9, 2026. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 19:42 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantRestricted Stock Unit RSU · Derivative | 50 | $65.32 | $3,266.00 |
DisclosureSEC source: 0001225208-26-001717 · doc4.xml · derivative · entry 2 Heim Thomas · CIK 0002068212 · President, CSE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50 Underlying: Common Stock · 50 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.expiration_date: On February 1, 2024, the reporting person was granted RSUs. On February 1, 2026, 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 February 9, 2026. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 19:42 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001717 · doc4.xml · nonDerivative · entry 1 Heim Thomas · CIK 0002068212 · President, CSE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,847 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 3, 2026 19:33 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 13,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001266 · doc4.xml · derivative · entry 2 Heim Thomas · CIK 0002068212 · President, CSE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,797 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 February 1, 2024, the reporting person was granted RSUs. These RSUs fully vested on the Transaction Date. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 19:33 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 13,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001266 · doc4.xml · nonDerivative · entry 1 Heim Thomas · CIK 0002068212 · President, CSE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,797 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 | 55,485 | $0.00 Strike: $57.91 | $0.00 |
DisclosureSEC source: 0001225208-26-001079 · doc4.xml · derivative · entry 1 Heim Thomas · CIK 0002068212 · President, CSE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,485 Underlying: Common Stock · 55,485 shares Expires 2036-01-27 F1 · balance_after: The reporting person was also awarded 15,380 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 |
| June 19, 2025 Filed Jun 20, 2025 18:41 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantStock Appreciation Right · Derivative | 21,200 | $0.00 Strike: $69.86 | $0.00 |
DisclosureSEC source: 0001225208-25-006114 · doc4.xml · derivative · entry 1 Heim Thomas · CIK 0002068212 · President, CSE 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,200 Underlying: Common Stock · 21,200 shares Expires 2035-06-18 F1 · balance_after: The reporting person was also awarded 5,950 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 February 6, 2028 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.