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.
The Otis Worldwide Corporation (NYSE: OTIS) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports, financing documents and other materials filed with the U.S. Securities and Exchange Commission. As a New York Stock Exchange registrant, Otis files reports under the Securities Exchange Act of 1934, and its common stock and several series of notes are registered securities.
Investors can review Form 8-K current reports where Otis describes material events such as quarterly earnings announcements, changes in board composition, entry into or termination of significant credit agreements and the issuance of new notes. For example, recent 8-K filings detail a new unsecured revolving credit facility, the issuance of 5.131% notes due 2035 under an existing indenture, and a press release announcing third quarter 2025 results.
These filings also list the securities registered under Section 12(b), including Otis common stock and various notes due in 2026, 2027 and 2031, and describe key terms of financing arrangements, such as maturity dates, interest rates, redemption provisions, covenants and guarantees. Such information helps readers understand the company’s capital structure, liquidity resources and debt profile.
On Stock Titan, Otis filings are updated as they are made available through EDGAR. AI-powered summaries can help explain the main points of lengthy documents, highlight the nature of material events and clarify technical language around credit agreements, indentures and note offerings. Users can also use this page as a starting point to locate earnings-related disclosures referenced in 8-Ks, as well as other filings that provide insight into governance, financing activities and the regulatory history of Otis Worldwide Corporation.
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.
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