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.
Otis Worldwide Corporation filings document the public reporting record for a global elevator and escalator manufacturer, installer, service provider and modernization company. Its 8-K reports cover quarterly and annual results announcements, debt securities offerings, underwriting agreements, indenture supplements and other material events.
The company’s proxy materials disclose board structure, committee assignments, executive compensation and governance matters. SEC filings also identify Otis common stock and registered notes listed on the New York Stock Exchange, along with capital-structure disclosures, executive appointments, director changes, risk-related governance topics and exhibits tied to financing and operating-result releases.
Otis Worldwide Corp reported that President, Otis Americas, Joseph Jay Armas exercised restricted stock units into common stock and had shares withheld to cover taxes. On the transaction date, 1,680 restricted stock units converted into common shares, and 421 common shares were used to satisfy tax obligations.
Following these transactions, Armas directly held 2,990.377 common shares. The restricted stock units were granted on June 2, 2025 and vest in three substantially equal annual installments, with the first installment vesting on the transaction date.
Otis Worldwide Corp director Thomas A. Bartlett received a grant of 2,716.256 deferred stock units (DSUs) tied to Otis common stock. These units were awarded as part of his annual compensation for service as a non-employee director and reference a price of $71.79 per unit.
After this grant, Bartlett holds 8,174.262 DSUs. Under the Board of Directors Deferred Stock Unit Plan, these DSUs convert into an equal number of common shares when he retires or his service ends, with distribution in a lump sum or installments. The DSUs also accrue dividend equivalents, mirroring dividends paid on Otis common stock.
Otis Worldwide director Christopher J. Kearney reported a compensation-related grant of deferred stock units (DSUs). He acquired 2,590.890 DSUs for his service as a non-employee director under the Board of Directors Deferred Stock Unit Plan at a reference price of $71.7900 per unit.
Following this grant, his holdings under this plan increased to 19,544.490 DSUs. Each DSU is tied to an equal number of Otis common shares and converts into common stock upon retirement or termination, with distribution in a lump-sum or installments as previously elected. These DSUs also accrue dividend equivalents, mirroring dividends on Otis common stock.
Otis Worldwide Corp director Shelley Stewart Jr. received a grant of deferred stock units as part of his non-employee director compensation. He acquired 2,590.890 deferred stock units, which are tied to common stock and valued at $71.79 per unit on the grant date.
Following this award, he holds 18,600.568 deferred stock units directly. These units are issued under the Board of Directors Deferred Stock Unit Plan, convert into an equal number of common shares upon retirement or termination, and accrue dividend equivalents over time.
Otis Worldwide Corp director John H. Walker reported receiving a grant of deferred stock units as part of his compensation for service as a non-employee director. On May 27, 2026, he was awarded 4,805.683 deferred stock units, each tied to Otis common stock.
These units were granted under the Board of Directors Deferred Stock Unit Plan, which allows directors to take a portion or all of their annual compensation in deferred stock units. Upon retirement or termination, the units convert on a one-for-one basis into shares of common stock, which can be distributed in a lump sum or in installments. Following this grant, Walker’s deferred stock unit balance increased to 34,456.943 units, and the units also accrue dividend equivalents over time.
Otis Worldwide Corp director Margaret M. V. Preston received a grant of 4,596.740 Deferred Stock Units (DSUs) valued at $71.79 per unit for service as a non-employee director. Under the Board of Directors Deferred Stock Unit Plan, these DSUs convert into an equal number of common shares upon retirement or termination and accrue dividend equivalents. Following this award, Preston holds a total of 25,777.476 DSUs directly.
Otis Worldwide Corporation reported the results of its 2026 Annual Meeting of Shareholders held on May 27, 2026. As of March 30, 2026, 385,710,610 common shares were outstanding, and a quorum of 345,588,993 shares was represented.
Shareholders elected ten directors to serve until the 2027 annual meeting or until their successors are elected and qualified. They also approved, on an advisory basis, the compensation of Otis’ named executive officers and ratified the appointment of PricewaterhouseCoopers LLP as independent auditor for 2026.
A shareholder proposal requesting reporting on political contributions and expenditures did not pass, receiving fewer votes in favor than against, with additional broker non-votes recorded.
Hannan Kathy Hopinkah reported acquisition or exercise transactions in this Form 4 filing.
Otis Worldwide Corp director Kathy Hopinkah Hannan received a grant of 2,758.044 Deferred Stock Units as non-employee director compensation. These units were awarded under the Board of Directors Deferred Stock Unit Plan and bring her total deferred units to 18,957.977. Each unit represents one share of common stock to be delivered in stock after retirement or termination, and the units accrue dividend equivalents over time.
Otis Worldwide director Nelda J. Connors received a grant of deferred stock units as board compensation. She acquired 2,716.256 Deferred Stock Units (DSUs), each linked to Otis common stock, bringing her total DSU holdings to 14,414.097. These DSUs were granted under the Board of Directors Deferred Stock Unit Plan and will convert into an equal number of common shares, paid in a lump sum or installments after her retirement or termination. The DSUs also accrue dividend equivalents, aligning director compensation with shareholder returns without an immediate market purchase or sale.
Otis Worldwide director Jill Brannon received a grant of 4,527.093 deferred stock units (DSUs) at a transaction price of $71.79 per unit for service as a non-employee director. Her DSU balance increased to 13,623.77 units, which will convert into an equal number of common shares after retirement or termination and accrue dividend equivalents.