Key facts
- This page summarizes Thomas A. Bartlett's Form 4 filing for Otis Worldwide Corp (OTIS).
- 1 reported transaction and 1 derivative row are listed below.
- Accepted by SEC: 30 Oct 2023, 16:37.
Thomas A. Bartlett - 27 Oct 2023 Form 4 Insider Report for Otis Worldwide Corp (OTIS)
- Reporting relationship
- Director
- Issuer ticker
- OTIS
- Reported as of
- 27 Oct 2023
- Net transaction value
- +$97,500
- SEC form
- 4
- Accepted by SEC
- 30 Oct 2023, 16:37:02 UTC
- Prior SEC filing
- 03 May 2023
- Next SEC filing
- 01 Mar 2024
- Source filing
- View source filing
- Reporting owner signature
- Caroline Coursant, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Thomas A. Bartlett filed Form 4 for Otis Worldwide Corp (OTIS) on 30 Oct 2023.
Change
- Previous filing in this sequence was filed on 03 May 2023.
- Current net transaction value: +$97,500.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
OTIS
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 431
- Date
- 27 Oct 2023
- Ownership
- Direct
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
OTIS
transaction
Derivative
Deferred Stock Units
Award
- Transaction value
- $97,500
- Shares
- +1,281
- Change %
- Price
- $76.14
- Shares after
- 1,281
- Date
- 27 Oct 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,281
- Exercise price
- Footnotes
- F1
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 1 footnote
Footnote F1
The reporting person acquired these deferred stock units (DSUs) under the Board of Directors Deferred Stock Unit Plan (the Plan) upon his appointment as a non-employee director. The Plan provides for payment of a portion or all of the annual director compensation in DSUs. Upon retirement or termination, the DSUs in the director's account under the Plan are converted into an equal number of shares of common stock that, at the director's previous election, are distributed either in a lump-sum or in installments. DSUs accrue dividend equivalents.