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Otis Worldwide (OTIS) SEC Filings, Feb 6, 2026

OTIS NYSE
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Otis Worldwide EVP Zheng Peiming reported multiple equity award vesting and related share transactions in early February 2026. On February 3, 2026, Zheng acquired 7,931 and 1,539 shares of Otis common stock from vested performance share units, with performance targets certified at 82%, and disposed of 2,556 and 483 shares in transactions coded “F” at $87.16 per share.

On February 4, 2026, 3,250 restricted stock units vested and converted into an equal number of common shares, and 1,507 shares were disposed of in a transaction coded “F” at $90.37 per share. After these transactions, Zheng directly held 20,390 shares of Otis common stock and 6,506 restricted stock units.

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Otis Worldwide senior vice president, chief accounting officer and controller Ryan Michael Patrick reported multiple equity-related transactions in early February 2026. On February 3, 2026, 1,850 shares of common stock were acquired from performance share units that vested at an 82% performance level, while 668 shares were withheld at a price of $87.16 for tax obligations. He also received 1,657 new restricted stock units that vest in three substantially equal annual installments.

On February 4, 2026, 532 restricted stock units were converted into common stock at no cost, and 167 of those shares were withheld at $90.37 to cover taxes. After these transactions, he directly held 4,195 shares of common stock and 1,073 restricted stock units, plus the new 1,657-unit RSU grant.

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Otis Worldwide President, Otis Asia Pacific, Stephane de Montlivault reported equity-based compensation activity. On February 3, 2026, he acquired 7,931 shares of common stock at no cost from the vesting of performance share units that achieved 82% of preestablished three-year targets.

On February 4, 2026, 2,166 restricted stock units vested and converted on a one-for-one basis into common shares, also at no cost, as the first of three annual installments from a February 4, 2025 RSU grant. After these transactions, he directly owned 74,028 common shares and 4,338 RSUs, which include dividend-equivalent credits.

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Otis Worldwide Chief Operating Officer Minarro Viseras Enrique reported several equity compensation events. On February 3, 2026, 15,666 restricted stock units (RSUs) were granted, vesting in three substantially equal annual installments starting one year after the grant date. That same day, 13,525 shares of common stock were acquired upon vesting of previously granted performance share units, after performance over a three-year cycle was certified at the 82% level. To cover tax obligations, 6,357 shares were withheld at a price of $87.16, leaving 29,017 common shares directly owned.

On February 4, 2026, 3,973 RSUs from a 2025 grant vested and converted into the same number of common shares. In connection with that vesting, 1,868 shares were withheld at $90.37 for taxes. After these transactions, the reporting person directly owned 31,122 shares of Otis common stock, along with multiple RSU awards that convert into common shares on a one-for-one basis.

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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.

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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.

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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.

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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.

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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.

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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.

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FAQ

How many Otis Worldwide (OTIS) SEC filings are available on StockTitan?

StockTitan tracks 88 SEC filings for Otis Worldwide (OTIS), 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 Otis Worldwide (OTIS)?

The most recent SEC filing for Otis Worldwide (OTIS) was filed on February 6, 2026.