Welcome to our dedicated page for Otis Worldwde SEC filings (Ticker: OTIS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking how Otis Worldwide Corporation turns a 2 million-unit installed base into steady cash flow means digging through dense disclosures on segments, safety reserves and modernization backlog. That depth creates a problem: each 10-K, 10-Q or 8-K can exceed 200 pages of technical language, making it hard to spot the numbers that move the stock.
Stock Titan solves that problem with AI-powered analysis built for industrial leaders like Otis. Our platform converts every new Otis quarterly earnings report 10-Q filing into concise tables, highlights warranty and liability changes, and links directly to management’s elevator and service margin commentary. Need instant insight on Otis insider trading Form 4 transactions? Real-time alerts track executive stock moves the minute they hit EDGAR, so you’ll never miss a Form 4 spike before a modernization contract announcement.
Use the navigation below to jump to the filings investors search for most:
- 10-K annual report—cash-flow durability, Otis annual report 10-K simplified
- Form 4—Otis executive stock transactions Form 4 in real time
- 8-K—material safety events and contract wins, Otis 8-K material events explained
- DEF 14A proxy—Otis proxy statement executive compensation and board independence
Every document is updated the moment Otis files with the SEC, and our expert-trained AI offers plain-English answers to common questions like “understanding Otis SEC documents with AI” or “how to read Otis’ service backlog footnotes.” Stop searching dozens of PDFs—let Stock Titan surface the insights that matter, from earnings momentum to Otis Form 4 insider transactions real-time.
Maria Cristina Mendez Echevarria, Executive Vice President & Chief Financial Officer of Otis Worldwide Corp (OTIS), reported equity transactions on 10/02/2025. She received 1,099 restricted stock units (RSUs) that converted to 1,099 common shares upon vesting and now holds 3,316 shares in total. Separately, she disposed of 430 common shares in an open-market sale at a price of
JPMorgan Chase & Co. reports beneficial ownership of 9,490,997 shares of Otis Worldwide common stock, representing 2.4% of the class. The filing breaks down voting and dispositive powers: sole voting power on 8,073,891 shares and shared voting power on 126,740 shares; sole dispositive power on 9,412,172 shares and shared dispositive power on 68,936 shares. The statement indicates these securities are held in the ordinary course of business and not for the purpose of changing control. Several J.P. Morgan affiliates and subsidiaries are identified as entities through which holdings are held, including trust, securities, banking and asset management entities.
Gosk Kimberly Shannon, EVP & CPO of Otis Worldwide Corp (OTIS), was granted 2,750 restricted stock units (RSUs) on 09/02/2025. The RSUs convert one-for-one into common stock and include dividend equivalents credited as additional RSUs. Following the grant, Ms. Shannon beneficially owns 2,750 shares attributable to these RSUs. The RSUs vest in three substantially equal annual installments beginning on the first anniversary of the grant. The reported grant shows a price of $0 and the Form 4 was signed by an attorney-in-fact on 09/03/2025.
Maria Cristina Mendez Echevarria, Executive Vice President & Chief Financial Officer of Otis Worldwide Corp (OTIS), reported insider transactions dated 08/23/2025. She had 2,092 Restricted Stock Units (RSUs) that converted into common stock on a one-for-one basis and the first installment of a 2024 RSU grant vested on that date. The filing also shows a disposition of 820 shares sold at $88.58. Following the reported transactions, the filing lists 4,566 shares of common stock beneficially owned and 4,193 derivative securities (RSUs) beneficially owned as of the report.
Otis Worldwide Corporation entered into a new unsecured $1,500 million revolving credit agreement dated August 8, 2025, which matures on August 8, 2030, and replaces the prior facility that had been scheduled to expire March 10, 2028. The facility names Otis Intercompany Lending Designated Activity Company as a subsidiary borrower, is administered by JPMorgan Chase Bank, N.A., is guaranteed by Otis for subsidiary borrowings, and is available for general corporate purposes.
U.S. dollar borrowings may be at term SOFR or a base rate and euro borrowings at EURIBO or daily simple ESTR, with initial margins of 1.125% for term SOFR/EURIBO/ESTR and 0.125% for base rate borrowings; margins can fluctuate with Otis’ public debt rating. The agreement permits an aggregate upsize of up to $500 million and contains customary affirmative and negative covenants, including a consolidated leverage ratio financial covenant; breaches could lead to acceleration or termination of commitments.
Kimberly Shannon Gosk, EVP & CPO of Otis Worldwide (OTIS), reported direct ownership of 5,688 common shares and disclosed equity awards representing 21,055 underlying shares: 2,245 restricted stock units (RSUs) that convert one-for-one into common stock and 18,810 stock appreciation rights (SARs) with specified exercise prices. The RSUs vest in scheduled annual installments and several SAR tranches are fully or partially exercisable, as detailed in the filing.
FAQ
What is the current stock price of Otis Worldwde (OTIS)?
What is the market cap of Otis Worldwde (OTIS)?
