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.
Otis Worldwide EVP & CFO Maria Cristina Mendez Echevarria reported multiple equity transactions on February 3–4, 2026. She received 14,771 restricted stock units (RSUs), which convert into common stock one-for-one and vest in three substantially equal annual installments beginning on the first anniversary of the grant date.
On February 4, 2026, 4,333 RSUs granted on February 4, 2025 vested and were settled into an equal number of common shares. On February 3, 2026, 1,639 common shares were acquired upon vesting of performance share units tied to a three-year performance cycle that was certified at 82%. To cover tax obligations, 641 shares at $87.16 and 1,699 shares at $90.37 were withheld. Following these transactions, she directly held 8,867 shares of Otis common stock and 8,676 RSUs.
Otis Worldwide Corp Chair, CEO and President Judith Fran Marks reported multiple equity transactions in early February 2026. On February 3, 58,169 common shares were acquired upon vesting of performance share units at an 82% performance level, with 12,073 shares withheld at $87.16 for taxes. She also received 59,305 restricted stock units (RSUs) that vest in three annual installments.
On February 4, 18,425 RSUs were converted into common stock and 191,799 stock appreciation rights were exercised at $63.92, followed by tax-withholding and dispositions, including 46,780 shares sold at a weighted average of $89.5694. On February 5, she sold 56,107 shares at a weighted average of $90.8862. These sales were made under a Rule 10b5-1 trading plan adopted on August 25, 2025, which is scheduled to terminate on March 1, 2026. After these transactions, Marks directly owned 231,072 Otis shares and indirectly held 23,000 shares in a 2025 grantor retained annuity trust.
Otis Worldwide officer Sally Loh, President of Otis Greater China, reported equity compensation activity involving restricted stock units (RSUs) and performance share units (PSUs).
On February 3, 2026, she received 8,057 RSUs, which convert into common stock one-for-one and include dividend equivalent rights. On the same date, 1,586 and 6,156 shares of common stock were acquired upon vesting of PSUs granted in 2023 after three-year performance targets were certified at 82% of goal.
On February 4, 2026, 2,528 RSUs granted in 2025 vested and converted into the same number of common shares. Following these transactions, Loh directly holds 42,615 shares of Otis common stock and 5,060 RSUs.
Otis Worldwide EVP and General Counsel Nora E. LaFreniere reported equity compensation activity and related tax-share sales. On February 3, 2026, she acquired 7,931 shares of common stock upon vesting of previously granted performance share units, after performance for a three‑year cycle was certified at 82%. To satisfy tax obligations, 2,557 shares were withheld or sold at $87.16 per share.
That same day, she received a new grant of 8,057 restricted stock units (RSUs), which convert into common stock on a one‑for‑one basis and vest in three substantially equal annual installments beginning one year after the grant date. On February 4, 2026, 2,528 RSUs from an earlier award converted into common stock, and 793 shares were withheld or sold at $90.37 per share for taxes. After these transactions, she directly held 37,635 Otis common shares and 5,060 RSUs.
Otis Worldwide executive Thibault Lefebure, President Otis EMEA, reported several equity-related transactions. On February 3, 2026, he acquired 1,216 shares of common stock through vesting of previously granted performance share units, after performance for a three-year cycle was certified at 82%. The same day he was granted 6,714 restricted stock units (RSUs), which vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Also on February 3, 499 shares of common stock were withheld at $87.16 per share to cover tax obligations. On February 4, 2026, 315 RSUs from a prior award converted into 315 shares of common stock, leaving him with 5,355 common shares and 639 RSUs directly owned following the reported transactions.
Otis Worldwide EVP & Chief Digital Officer Neil Green reported multiple equity award transactions. On February 3, 2026, he acquired 2,961 shares of common stock from the vesting of previously granted performance share units, with performance certified at 82%. To cover taxes, 976 shares of common stock were withheld at $87.16 per share.
On the same date, he received a new grant of 3,693 restricted stock units (RSUs), which vest in three substantially equal annual installments beginning on the first anniversary of the transaction date. On February 4, 2026, 1,155 RSUs granted on February 4, 2025 converted into the same number of common shares, and 349 shares were withheld at $90.37 for taxes. After these transactions, he directly held 6,564 shares of Otis common stock and 2,314 RSUs.
Otis Worldwide EVP & CPO Kimberly Shannon Gosk reported several equity compensation transactions in Otis common stock and restricted stock units (RSUs) on February 3 and 4, 2026.
On February 3, she acquired 1,559 shares of common stock from the vesting of previously granted performance share units, with 543 shares disposed of at $87.16. The same day she was granted 5,595 RSUs, which convert into common stock on a one-for-one basis and vest in three substantially equal annual installments beginning one year after the transaction date.
On February 4, 445 RSUs vested and converted into 445 shares of common stock, with 131 shares disposed of at $90.37. Following these transactions, she directly held 7,018 shares of Otis common stock and 5,595 RSUs, along with 899 RSUs from an earlier grant.
Otis Worldwide executive Joseph Jay Armas, President of Otis Americas, reported equity award activity and related share settlements. On February 3, 2026, 1,110 shares of common stock were acquired upon vesting of performance share units that paid out at 82% of preestablished 3-year targets, with 333 shares withheld at $87.16 per share for taxes. He also received a new grant of 7,609 restricted stock units (RSUs), which vest in three substantially equal annual installments starting one year after the grant date.
On February 4, 2026, 431 RSUs from a prior February 4, 2025 grant converted into 431 common shares, and 124 of those shares were withheld for taxes at $90.37 per share. After these transactions, Armas directly owned 1,344.377 shares of Otis common stock and 7,609 RSUs.
Otis Worldwide Corporation files its annual report describing a global elevators and escalators business built on two segments: New Equipment and Service. In 2025, New Equipment provided 35% of net sales and 9% of segment operating profit, while Service contributed 65% of net sales and 91% of segment operating profit, reflecting the high-margin, recurring nature of maintenance and modernization.
About 71% of net sales came from international markets, supported by roughly 2.5 million units under maintenance and 37,000 service mechanics. Otis emphasizes digital offerings such as its Otis ONE IoT platform, with about 1.1 million units connected as of December 31, 2025. The company spent $152 million on R&D in 2025, plus $45 million on digital and strategic initiatives. It highlights validated science-based emissions targets, a global workforce of about 72,000 colleagues and detailed risk disclosures covering macroeconomic, geopolitical, regulatory, technology, cyber and sustainability-related challenges.
OTIS filed a Form 144 notice for a planned stock sale. A holder intends to sell 102,887 shares of common stock through UBS Financial Services on the NYSE, with an aggregate market value of 9215526.85, compared with 389715851 shares outstanding.
The shares come from multiple stock awards granted between 2022 and 2026 and from the 02/04/2026 net exercise of stock appreciation rights for 56107 shares. The filing also confirms the seller represents they are not aware of undisclosed material adverse information about the issuer.