STOCK TITAN

Carrier Global (CARR) director receives 2,831 deferred stock units as board pay

(Moderate)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

CARRIER GLOBAL Corp director Neil Barua reported an acquisition of 2,831.0105 Director Deferred Stock Units (DSUs) as part of his annual compensation for service as a non-employee director. Following this grant, he holds 2,831.0105 DSUs directly.

Under the Carrier Global Board of Directors Deferred Stock Unit Plan, DSUs (including accrued dividend equivalents) convert into an equal number of shares of Carrier common stock upon the director’s resignation, removal, or retirement, and are then distributed either in a lump-sum or in installments based on the director’s prior election.

Positive

  • None.

Negative

  • None.
Insider Barua Neil
Role Director
Type Security Shares Price Value
Grant/Award Director DSU F1 2,831.0105 $68.88 $195K
Holdings After Transaction: Director DSU — 2,831.0105 shares (Direct)
Footnotes (1)
  1. F1. The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments.
Director DSUs granted 2,831.0105 units Director DSUs awarded to Neil Barua on 2026-07-24
Director DSUs held after grant 2,831.0105 units Total Director DSUs directly held by Neil Barua following this transaction
Underlying common shares 2,831.0105 shares Common stock issuable upon DSU conversion under the Board DSU Plan
Deferred Stock Unit financial
"The Plan provides for payment ... in Deferred Stock Units (DSUs)."
A deferred stock unit (DSU) is a promise from a company to give an employee or director the value of a share at a future date, paid in actual shares or cash when certain conditions are met (such as retirement or a set date). Think of it like a gift card that converts to company stock later; it aligns pay with long‑term performance and can affect future share count, compensation expense and potential cash needs, so investors watch DSUs for their impact on dilution and company finances.
dividend equivalents financial
"the DSUs ... including accrued dividend equivalents, are converted"
Payments tied to employee or contractor equity awards that mirror the cash dividends paid on the company’s stock; they give the holder the same economic benefit as owning the shares without transferring actual shares—often paid in cash or additional award units when the award becomes payable. Investors care because these payments affect a company’s compensation costs, cash flow and potential share dilution, and they signal how management is being rewarded and aligned with shareholders.
lump-sum financial
"are distributed either in a lump-sum or in installments"
installments financial
"are distributed either in a lump-sum or in installments"
Installments are a series of scheduled partial payments that together cover a larger amount owed or due, like paying for a purchase or loan in weekly or monthly pieces rather than all at once. For investors, installments matter because they change when cash moves between parties, affect a company’s or counterparty’s short-term cash flow and risk of missed payments, and can influence valuation or perceived financial stability much like spreading the cost of a car over monthly payments.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What transaction did Neil Barua report for CARRIER GLOBAL Corp (CARR)?

Neil Barua reported an acquisition of 2,831.0105 Director Deferred Stock Units (DSUs) as annual compensation for serving as a non-employee director, increasing his directly held DSU balance to the same amount.

How many DSUs did Neil Barua receive in this Form 4 for CARR?

He received 2,831.0105 Director Deferred Stock Units. These DSUs represent deferred compensation and are tied to Carrier common stock, with the same number of shares issuable when he leaves the Board under the plan terms.

What is the Carrier Global (CARR) Board of Directors Deferred Stock Unit Plan?

The plan allows non-employee directors to receive annual compensation in Deferred Stock Units (DSUs). DSUs, including dividend equivalents, convert into an equal number of Carrier common shares after a director resigns, is removed, or retires from the Board.

When will Neil Barua’s DSUs in CARRIER GLOBAL Corp (CARR) be converted into common stock?

His DSUs convert into an equal number of Carrier common shares upon resignation, removal, or retirement from the Board. Distribution then occurs either in a lump-sum or in installments, depending on his prior election under the plan.

Are Neil Barua’s reported DSU transactions in CARR under a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 checkbox is not marked, and the footnote describes the award as annual non-employee director compensation under the DSU plan, not as a trade executed under a Rule 10b5-1 trading plan.

Does this CARR Form 4 report any open-market stock sales or purchases by Neil Barua?

No. It reports a grant of 2,831.0105 Director Deferred Stock Units, a form of deferred equity compensation. There are no open-market purchase or sale transactions disclosed in this Form 4.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Barua Neil

(Last)(First)(Middle)
13995 PASTEUR BOULEVARD

(Street)
PALM BEACH GARDENS FLORIDA 33418

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
CARRIER GLOBAL Corp [ CARR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/24/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Director DSU(1)07/24/2026A2,831.0105 (1) (1)Common Stock2,831.0105$68.882,831.0105D
Explanation of Responses:
1. The reporting person acquired these stock units under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan (the Plan) in connection with the reporting person's annual compensation for service as a non-employee director. The Plan provides for payment of a portion or all of the annual compensation in Deferred Stock Units (DSUs). Upon resignation, removal, or retirement from the Board, the DSUs in the director's account under the Plan, including accrued dividend equivalents, are converted into an equal number of shares of Carrier common stock that, at the director's previous election, are distributed either in a lump-sum or in installments.
/s/ Erin O'Neal as Attorney-in-Fact07/24/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)