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CARRIER GLOBAL (CARR) SEC Filings, Jul-Sep 2025

CARR NYSE
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Form 3 — Initial Statement of Beneficial Ownership for CARRIER GLOBAL Corp (CARR) filed for reporting person Yildiz Beril on 09/22/2025. The form identifies Ms. Beril as VP, Controller & CAO and indicates the filing was made by one reporting person. The filing states no securities are beneficially owned by the reporting person and includes an Exhibit 24.1 power of attorney. The form is signed by Erin O'Neal as attorney-in-fact.

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Carrier Global Corporation disclosed the appointment of Ms. Beril Yildiz as Vice President, Controller and Chief Accounting Officer, with employment commencing on September 22, 2025. The filing notes that Mr. Patrick Goris, who has been serving as interim Controller since May 2, 2025, will stop acting as interim Controller on the commencement date but will remain the company’s Senior Vice President and Chief Financial Officer. This update replaces the interim arrangement and establishes a permanent accounting lead, clarifying the company’s financial reporting leadership.

The disclosure is procedural and limited in detail: it states roles and dates but provides no compensation, background summary, or discussion of any transition plan beyond the role change. The filing does not include financial metrics, material transactions, or forward-looking guidance.

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Pandya Gaurang, President (CSA) of Carrier Global Corporation (CARR), reported insider transactions dated 08/08/2025. The filing shows 66 restricted stock units (RSUs) converted one‑for‑one into 66 shares of common stock at $0 per share, representing vested awards originally granted on 08/01/2022. On the same date the reporting person disposed of 29 shares at a sale price of $66.03 per share. The filing reports beneficial ownership of 16,879 shares following the conversion and 16,850 shares after the reported sale.

The explanatory note states RSUs included dividend equivalents credited as additional RSUs and payable on 08/08/2025. The form records vesting and a partial disposition of shares and does not disclose any other arrangements, larger transactions, or changes in control.

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Rhea-AI Summary

Carrier Global (CARR) filed an 8-K to recast prior-year financial statements solely to reflect a new four-segment structure—Climate Solutions Americas, Europe, Asia-Pacific ME&A and Transportation—implemented in Q1 2025 as part of its ongoing portfolio transformation. The recast updates 2022-2024 financial statements and related MD&A sections that were originally included in the 2024 Form 10-K, but it does not constitute a restatement, does not change previously reported totals, and introduces no new operating results or guidance.

The filing is required because the company intends to file registration statements that incorporate historical financials; SEC rules mandate that prior-period statements be conformed to current segment reporting. Exhibit 99.1 contains updated business descriptions, MD&A and financial data aligned with the new segments; Exhibit 23 provides the auditor’s consent. No subsequent events beyond those already disclosed in the company’s 2025 quarterly reports are addressed.

Operationally, the change improves management reporting and investor transparency but has no direct impact on cash flow, earnings or capital structure. Investors should reference the forthcoming registration filings and 2025 10-Qs for updated performance metrics under the new segment view.

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FAQ

How many CARRIER GLOBAL (CARR) SEC filings are available on StockTitan?

StockTitan tracks 71 SEC filings for CARRIER GLOBAL (CARR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for CARRIER GLOBAL (CARR)?

The most recent SEC filing for CARRIER GLOBAL (CARR) was filed on September 26, 2025.