
Insider and congress filings
Otis Worldwide Corporation (OTIS)
NYSE · Industrials · 300 insider transactions · 57 congress trades · last filed 2 months agoS&P 500
About Otis Worldwide Corporation
from the company's filings and listing, as of Oct 21, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Industrial - Machinery
- Chief executive
- Judith F. Marks
- Employees
- 72,000
- Listed since
- Mar 19, 2020
- Market value
- $27.4B
- Price to earnings (12 mo)
- 18.4
- Net income per share, as reported (12 mo)
- $3.94
- Dividend yield
- 2.39%
Earnings
6 reported quarters · next on Oct 28, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 22, 2026 | $1.01 | $1.01 | $3.9B | $3.8B | EPS in lineRevenue beat |
| Q1 FY2026reported Apr 22, 2026 | $0.89 | $0.90 | $3.6B | $3.5B | EPS in lineRevenue beat |
| Q4 FY2025reported Jan 28, 2026 | $1.03 | $1.04 | $3.8B | $3.9B | EPS in lineRevenue miss |
| Q3 FY2025reported Oct 29, 2025 | $1.05 | $1.01 | $3.7B | $3.7B | EPS beatRevenue in line |
| Q2 FY2025reported Jul 23, 2025 | $1.05 | $1.03 | $3.6B | $3.7B | EPS beatRevenue miss |
| Q1 FY2025reported Apr 23, 2025 | $0.92 | $0.90 | $3.4B | $3.4B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Apr 17, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Judy MarksChair, Chief Executive Officer and President | $1.4M | $13.2M | $2.4M | $17.0M |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 3 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $2.3B | 31,620,354 | -1.9% | 8.21% |
| Vanguard Capital Management LLC | $1.8B | 25,061,198 | -0.8% | 6.51% |
| Vanguard Portfolio Management LLC | $1.4B | 19,956,721 | +1.3% | 5.18% |
| State Street Corp | $1.2B | 16,664,994 | +2.9% | 4.29% |
| Geode Capital Management, LLC | $906.4M | 12,589,525 | +1.1% | 3.27% |
| Franklin Templeton Inc | $843.7M | 11,784,188 | +2.3% | 3.06% |
| Morgan Stanley | $785.1M | 10,964,838 | -15.4% | 2.85% |
| FMR LLC | $723.8M | 10,109,592 | +26.7% | 2.62% |
| Norges Bank | $615.9M | 8,602,119 | New | 2.23% |
| Clearbridge Investments, LLC | $534.2M | 7,461,546 | +177.3% | 1.94% |
| T. Rowe Price Associates, Inc. | $437.1M | 6,104,625 | -30.9% | 1.58% |
| Mitsubishi Ufj Asset Management Co., Ltd. | $423.7M | 5,918,140 | +0.4% | 1.54% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
4 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Thibault Pierre Marie LefeburePresident, Otis EMEA | Sold | 1,628 | $76.89 | $125K | May 7, 2026filed May 7, 2026 | 0d |
| Stephane de MontlivaultPresident, Otis Asia Pacific | Sold | 47,944 | $92.25 | $4.4M | Feb 12, 2026filed Feb 13, 2026 | 1d |
| Nora E. LaFreniereEVP, General Counsel | Sold · 2 lines | 27,418 | $90.38 | $2.5M | Feb 10, 2026filed Feb 10, 2026 | 0d |
| Michael Patrick RyanSVP, CAO & Controller | Sold | 1,182 | $90.06 | $106K | Feb 10, 2026filed Feb 10, 2026 | 0d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Kimberly Shannon GoskEVP & CPO | Tax withholding | 274 | Sep 2, 2026 |
| Kimberly Shannon GoskEVP & CPO | Option exercise | 933 | Sep 2, 2026 |
| Echevarria Maria Cristina MendezEVP & CFO | Tax withholding | 838 | Aug 23, 2026 |
| Echevarria Maria Cristina MendezEVP & CFO | Option exercise | 2,137 | Aug 23, 2026 |
| Christopher J. KearneyDirector | Stock award | 291 | Aug 3, 2026 |
| Joseph Jay ArmasPresident, Otis Americas | Tax withholding | 421 | Jun 2, 2026 |
| Joseph Jay ArmasPresident, Otis Americas | Option exercise | 1,680 | Jun 2, 2026 |
| Jeffrey Harry BlackDirector | Stock award | 2,800 | May 27, 2026 |
| Jill BrannonDirector | Stock award | 4,527 | May 27, 2026 |
| Nelda J. ConnorsDirector | Stock award | 2,716 | May 27, 2026 |
| Kathy Hopinkah HannanDirector | Stock award | 2,758 | May 27, 2026 |
| Margaret M. V. PrestonDirector | Stock award | 4,597 | May 27, 2026 |
| John H. WalkerDirector | Stock award | 4,806 | May 27, 2026 |
| Shelley Stewart Jr.Director | Stock award | 2,591 | May 27, 2026 |
| Christopher J. KearneyDirector | Stock award | 2,591 | May 27, 2026 |
| Thomas A. BartlettDirector | Stock award | 2,716 | May 27, 2026 |
| Sally LohPresident, Otis Greater China | Tax withholding | 264 | Mar 1, 2026 |
| Sally LohPresident, Otis Greater China | Option exercise | 1,256 | Mar 1, 2026 |
| Nicolas Eduardo LopezPresident, Otis Asia Pacific | Stock award | 4,685 | Mar 2, 2026 |
| Nicolas Eduardo LopezPresident, Otis Asia Pacific | Other Form 4 entry (see filing) | 4,098 | Mar 1, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in OTIS
20 disclosures of 57 on record · median 22d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| John BoozmanJoint | Stock | Purchase | $1,001 - $15,000 | +5.1%S&P 500 -1.4% · +6.6 pts vs S&P 500 | Aug 27, 2026 | Sep 11, 2026 | 15d |
| Kevin HernJoint | Stock | Sale | $1,001 - $15,000 | +3.1%After the saleS&P 500 -1.7% · +4.8 pts vs S&P 500 | Aug 10, 2026 | Sep 1, 2026 | 22d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +2.3%After the saleS&P 500 +1.7% · +0.7 pts vs S&P 500 | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | -1.0%S&P 500 +19.8% · -20.9 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +6.9%S&P 500 +0.1% · +6.8 pts vs S&P 500 | Jun 2, 2026 | Jul 6, 2026 | 34d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +5.0%After the saleS&P 500 +1.7% · +3.2 pts vs S&P 500 | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +4.7%S&P 500 +1.3% · +3.4 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -2.5%S&P 500 +5.4% · -7.9 pts vs S&P 500 | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +5.8%S&P 500 +2.8% · +3.0 pts vs S&P 500 | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Sale | $15,001 - $50,000 | -8.1%After the saleS&P 500 +10.8% · -18.9 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -3.6%S&P 500 +6.4% · -10.0 pts vs S&P 500 | Apr 24, 2026 | May 11, 2026 | 17d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -1.5%After the saleS&P 500 +20.3% · -21.8 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -17.4%S&P 500 +10.2% · -27.6 pts vs S&P 500 | Jan 23, 2026 | Feb 6, 2026 | 14d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | -13.8%S&P 500 +9.5% · -23.2 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -18.7%After the saleS&P 500 +11.7% · -30.5 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -18.7%S&P 500 +11.7% · -30.5 pts vs S&P 500 | Oct 30, 2025 | Nov 21, 2025 | 22d |
| Lisa C. McClainSpouse | Stock | Sale | $1,001 - $15,000 | -19.0%After the saleS&P 500 +11.4% · -30.4 pts vs S&P 500 | Oct 31, 2025 | Nov 21, 2025 | 21d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -16.9%S&P 500 +13.6% · -30.4 pts vs S&P 500 | Oct 7, 2025 | Nov 6, 2025 | 30d |
| Lisa C. McClainSpouse | Stock | Purchase | $1,001 - $15,000 | -12.0%S&P 500 +20.4% · -32.4 pts vs S&P 500 | Aug 4, 2025 | Sep 12, 2025 | 39d |
| Ritchie Torres | Stock | Purchase | $1,001 - $15,000 | -27.3%S&P 500 +32.4% · -59.7 pts vs S&P 500 | Sep 26, 2024 | Aug 20, 2025 | 328d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in OTIS, filterable by party, chamber, type and account.
Members of Congress reporting a position
2 members · estimate, as of Oct 20, 20262 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| John Boozman | Republican · Senate | $1,001 - $15,000 | 0.3% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
Estimate, as of Oct 20, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling OTIS?
Across the 4 most recent open-market filings shown here, 0 were purchases and 4 were sales.
Which members of Congress have traded OTIS?
John Boozman, Kevin Hern, Ro Khanna, Alan Armstrong, Lisa C. McClain and Ritchie Torres disclosed OTIS transactions in the filings shown here.
Which members of Congress hold OTIS?
2 members of Congress report a position in OTIS in the estimate we hold as of Oct 20, 2026. The estimated positions belong to John Boozman and Robert Bresnahan. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is OTIS in the S&P 500 or the Nasdaq 100?
Otis Worldwide Corporation is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are OTIS trades disclosed?
Insider filings on this page reached the public a median of 0 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 22 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
