Key facts
- This page summarizes Fernandez Bernardo Calleja's Form 4 filing for Otis Worldwide Corp (OTIS).
- 10 reported transactions and 4 derivative rows are listed below.
- Accepted by SEC: 28 Jul 2023, 18:08.
Fernandez Bernardo Calleja - 28 Jul 2023 Form 4 Insider Report for Otis Worldwide Corp (OTIS)
- Reporting relationship
- President, Otis EMEA
- Issuer ticker
- OTIS
- Reported as of
- 28 Jul 2023
- Net transaction value
- -$361,944
- SEC form
- 4
- Accepted by SEC
- 28 Jul 2023, 18:08:30 UTC
- Prior SEC filing
- 03 Jul 2023
- Source filing
- View source filing
- Reporting owner signature
- Joshua Mullin, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Fernandez Bernardo Calleja filed Form 4 for Otis Worldwide Corp (OTIS) on 28 Jul 2023.
Change
- Previous filing in this sequence was filed on 03 Jul 2023.
- Current net transaction value: -$361,944.
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
transaction
Common Stock
Options Exercise
- Transaction value
- $129,815
- Shares
- +2,213
- Change %
- +6.8%
- Price
- $58.66
- Shares after
- 34,668
- Date
- 28 Jul 2023
- Ownership
- Direct
OTIS
transaction
Common Stock
Options Exercise
- Transaction value
- $647,234
- Shares
- +9,542
- Change %
- +28%
- Price
- $67.83
- Shares after
- 44,210
- Date
- 28 Jul 2023
- Ownership
- Direct
OTIS
transaction
Common Stock
Options Exercise
- Transaction value
- $1,340,722
- Shares
- +20,975
- Change %
- +47%
- Price
- $63.92
- Shares after
- 65,185
- Date
- 28 Jul 2023
- Ownership
- Direct
OTIS
transaction
Common Stock
Options Exercise
- Transaction value
- $940,346
- Shares
- +14,709
- Change %
- +23%
- Price
- $63.93
- Shares after
- 79,894
- Date
- 28 Jul 2023
- Ownership
- Direct
OTIS
transaction
Common Stock
Tax liability
- Transaction value
- $3,058,000
- Shares
- -33,805
- Change %
- -42%
- Price
- $90.46
- Shares after
- 46,089
- Date
- 28 Jul 2023
- Ownership
- Direct
OTIS
transaction
Common Stock
Sale
- Transaction value
- $362,060
- Shares
- -3,992
- Change %
- -8.7%
- Price
- $90.70
- Shares after
- 42,097
- Date
- 28 Jul 2023
- Ownership
- Direct
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
OTIS
transaction
Derivative
Stock Appreciation Rights
Options Exercise
- Transaction value
- $0
- Shares
- -2,213
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 28 Jul 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,213
- Exercise price
- $58.66
OTIS
transaction
Derivative
Stock Appreciation Rights
Options Exercise
- Transaction value
- $0
- Shares
- -9,542
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 28 Jul 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 9,542
- Exercise price
- $67.83
OTIS
transaction
Derivative
Stock Appreciation
Options Exercise
- Transaction value
- $0
- Shares
- -20,975
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 28 Jul 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 20,975
- Exercise price
- $63.92
OTIS
transaction
Derivative
Stock Appreciation
Options Exercise
- Transaction value
- $0
- Shares
- -14,709
- Change %
- -67%
- Price
- $0.000000
- Shares after
- 7,355
- Date
- 28 Jul 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 14,709
- Exercise price
- $63.93
- 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 SARs become exercisable in three equal installments on the first three anniversaries of the date of grant, which was 02/05/2021.