Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CARRIER GLOBAL CorpCARR · Entity 3043 | SVP, Chief People/Comm Ofcr | February 01, 2026 | February 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 | 112,522 |
Ending reported balance
After 2026-02-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-01 · Grant · Acquired 15,194 · Balance 116,331 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 3,809 · Balance 112,522 |
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.
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 10, 2021 Filed Feb 11, 2021 21:06 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002274 · doc4.xml · derivative · entry 5 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19 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: Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier common stock. F2 · derivative.exercise_date: The reporting person was granted RSUs on January 2, 2018 by United Technologies Corporation, the former parent company of the issuer. And on January 5, 2021, the reporting person reported that the 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 10, 2021. F2 · derivative.expiration_date: The reporting person was granted RSUs on January 2, 2018 by United Technologies Corporation, the former parent company of the issuer. And on January 5, 2021, the reporting person reported that the 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 10, 2021. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:06 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantRestricted Stock Unit RSU · Derivative | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002274 · doc4.xml · derivative · entry 4 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19 Underlying: Common Stock · 19 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier common stock. F2 · derivative.exercise_date: The reporting person was granted RSUs on January 2, 2018 by United Technologies Corporation, the former parent company of the issuer. And on January 5, 2021, the reporting person reported that the 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 10, 2021. F2 · derivative.expiration_date: The reporting person was granted RSUs on January 2, 2018 by United Technologies Corporation, the former parent company of the issuer. And on January 5, 2021, the reporting person reported that the 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 10, 2021. Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:06 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 5 | $37.19 | $185.95 |
DisclosureSEC source: 0001225208-21-002274 · doc4.xml · nonDerivative · entry 2 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,874 Read SEC document |
| February 10, 2021 Filed Feb 11, 2021 21:06 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 19 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-002274 · doc4.xml · nonDerivative · entry 1 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,879 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: Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier common stock. Read SEC document |
| February 04, 2021 Filed Feb 8, 2021 16:44 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantStock Appreciation Right · Derivative | 73,390 | $38.33 Strike: $38.33 | $2,813,038.70 |
DisclosureSEC source: 0001225208-21-001854 · doc4.xml · derivative · entry 3 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,390 Underlying: Common Stock · 73,390 shares Expires 2031-02-03 F1 · balance_after: The reporting person was also awarded 18,945 Performance Share Units (PSUs) under the Carrier Global Corporation Long-Term Incentive Plan. Each PSU has a value equal to one share of Carrier common stock and will only vest if Carrier achieves 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 |
| January 02, 2021 Filed Jan 5, 2021 18:45 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRSU P · Derivative | 10,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000369 · doc4.xml · derivative · entry 7 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,109 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: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Carrier common stock. F3 · derivative.expiration_date: The reporting person was originally granted Performance Stock Units (PSUs) on January 2, 2018, by UTC. These PSUs were converted to RSUs in connection with the spin-off of the issuer by UTC. F3 · derivative.underlying_shares: The reporting person was originally granted Performance Stock Units (PSUs) on January 2, 2018, by UTC. These PSUs were converted to RSUs in connection with the spin-off of the issuer by UTC. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 18:45 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionRestricted Stock Unit RSU · Derivative | 6,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000369 · doc4.xml · derivative · entry 6 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,006 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: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Carrier common stock. F2 · derivative.expiration_date: The reporting person was granted these RSUs on January 2, 2018, by United Technologies Corporation (UTC), the former parent company of the issuer. F2 · derivative.underlying_shares: The reporting person was granted these RSUs on January 2, 2018, by United Technologies Corporation (UTC), the former parent company of the issuer. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 18:45 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 2,653 | $37.03 | $98,240.59 |
DisclosureSEC source: 0001225208-21-000369 · doc4.xml · nonDerivative · entry 4 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,860 Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 18:45 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Tax withholdingCommon Stock | 1,414 | $37.03 | $52,360.42 |
DisclosureSEC source: 0001225208-21-000369 · doc4.xml · nonDerivative · entry 3 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,513 Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 18:45 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 6,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000369 · doc4.xml · nonDerivative · entry 2 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,927 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: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Carrier common stock. Read SEC document |
| January 02, 2021 Filed Jan 5, 2021 18:45 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | Exercise / conversionCommon Stock | 10,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-000369 · doc4.xml · nonDerivative · entry 1 Villeneuve Nadia · CIK 0001808218 · Senior VP & CHRO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,921 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: Each Restricted Stock Unit (RSU) represents a contingent right to receive one share of Carrier common stock. Read SEC document |
| May 14, 2020 Filed May 18, 2020 18:02 UTC | CARRIER GLOBAL Corp CARR · Entity 3043 | GrantStock Appreciation Right · Derivative | 110,200 | $16.55 Strike: $16.55 | $1,823,810.00 |
DisclosureSEC source: 0001225208-20-007968 · doc4.xml · derivative · entry 1 Villeneuve Nadia · CIK 0001808218 · VP, Chief HR Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,200 Underlying: Common Stock · 110,200 shares Expires 2030-05-13 F1 · balance_after: The reporting person was also awarded 30,830 Performance Share Units (PSUs) under the Carrier Global Corporation 2020 Long-Term Incentive Plan. This award, like the award of the Stock Appreciation Rights, was part of a founder's grant awarded to the reporting person and to certain other executive officers and certain other employees. Each PSU has a value equal to one share of Carrier common stock and will only vest if Carrier achieves pre-established performance targets for Carrier's 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.