Insider and congress filings

Otis Worldwide Corporation (OTIS)

NYSE · Industrials · 300 insider transactions · 57 congress trades · last filed 2 months agoS&P 500

4
Open-market insider filings shown
0d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·4 sells
Purchases and sales in the filings shown
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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%

www.otis.com

Earnings

6 reported quarters · next on Oct 28, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 22, 2026$1.01$1.01$3.9B$3.8BEPS in lineRevenue beat
Q1 FY2026reported Apr 22, 2026$0.89$0.90$3.6B$3.5BEPS in lineRevenue beat
Q4 FY2025reported Jan 28, 2026$1.03$1.04$3.8B$3.9BEPS in lineRevenue miss
Q3 FY2025reported Oct 29, 2025$1.05$1.01$3.7B$3.7BEPS beatRevenue in line
Q2 FY2025reported Jul 23, 2025$1.05$1.03$3.6B$3.7BEPS beatRevenue miss
Q1 FY2025reported Apr 23, 2025$0.92$0.90$3.4B$3.4BEPS 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
ExecutiveSalaryStock awardsOtherTotal
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
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$2.3B31,620,354-1.9%8.21%
Vanguard Capital Management LLC$1.8B25,061,198-0.8%6.51%
Vanguard Portfolio Management LLC$1.4B19,956,721+1.3%5.18%
State Street Corp$1.2B16,664,994+2.9%4.29%
Geode Capital Management, LLC$906.4M12,589,525+1.1%3.27%
Franklin Templeton Inc$843.7M11,784,188+2.3%3.06%
Morgan Stanley$785.1M10,964,838-15.4%2.85%
FMR LLC$723.8M10,109,592+26.7%2.62%
Norges Bank$615.9M8,602,119New2.23%
Clearbridge Investments, LLC$534.2M7,461,546+177.3%1.94%
T. Rowe Price Associates, Inc.$437.1M6,104,625-30.9%1.58%
Mitsubishi Ufj Asset Management Co., Ltd.$423.7M5,918,140+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.

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Open-market insider trades

4 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Thibault Pierre Marie LefeburePresident, Otis EMEASold1,628$76.89$125KMay 7, 2026filed May 7, 20260d
Stephane de MontlivaultPresident, Otis Asia PacificSold47,944$92.25$4.4MFeb 12, 2026filed Feb 13, 20261d
Nora E. LaFreniereEVP, General CounselSold · 2 lines27,418$90.38$2.5MFeb 10, 2026filed Feb 10, 20260d
Michael Patrick RyanSVP, CAO & ControllerSold1,182$90.06$106KFeb 10, 2026filed Feb 10, 20260d

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)
InsiderEventSharesDate
Kimberly Shannon GoskEVP & CPOTax withholding274Sep 2, 2026
Kimberly Shannon GoskEVP & CPOOption exercise933Sep 2, 2026
Echevarria Maria Cristina MendezEVP & CFOTax withholding838Aug 23, 2026
Echevarria Maria Cristina MendezEVP & CFOOption exercise2,137Aug 23, 2026
Christopher J. KearneyDirectorStock award291Aug 3, 2026
Joseph Jay ArmasPresident, Otis AmericasTax withholding421Jun 2, 2026
Joseph Jay ArmasPresident, Otis AmericasOption exercise1,680Jun 2, 2026
Jeffrey Harry BlackDirectorStock award2,800May 27, 2026
Jill BrannonDirectorStock award4,527May 27, 2026
Nelda J. ConnorsDirectorStock award2,716May 27, 2026
Kathy Hopinkah HannanDirectorStock award2,758May 27, 2026
Margaret M. V. PrestonDirectorStock award4,597May 27, 2026
John H. WalkerDirectorStock award4,806May 27, 2026
Shelley Stewart Jr.DirectorStock award2,591May 27, 2026
Christopher J. KearneyDirectorStock award2,591May 27, 2026
Thomas A. BartlettDirectorStock award2,716May 27, 2026
Sally LohPresident, Otis Greater ChinaTax withholding264Mar 1, 2026
Sally LohPresident, Otis Greater ChinaOption exercise1,256Mar 1, 2026
Nicolas Eduardo LopezPresident, Otis Asia PacificStock award4,685Mar 2, 2026
Nicolas Eduardo LopezPresident, Otis Asia PacificOther Form 4 entry (see filing)4,098Mar 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 allowed

Since 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.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
John BoozmanJointStockPurchase$1,001 - $15,000+5.1%S&P 500 -1.4% · +6.6 pts vs S&P 500Aug 27, 2026Sep 11, 202615d
Kevin HernJointStockSale$1,001 - $15,000+3.1%After the saleS&P 500 -1.7% · +4.8 pts vs S&P 500Aug 10, 2026Sep 1, 202622d
Ro KhannaStockSale$1,001 - $15,000+2.3%After the saleS&P 500 +1.7% · +0.7 pts vs S&P 500Jul 7, 2026Aug 7, 202631d
Alan ArmstrongSelfStockPurchase$1,001 - $15,000-1.0%S&P 500 +19.8% · -20.9 pts vs S&P 500Mar 27, 2026Jul 21, 2026116d
Ro KhannaStockPurchase$1,001 - $15,000+6.9%S&P 500 +0.1% · +6.8 pts vs S&P 500Jun 2, 2026Jul 6, 202634d
Ro KhannaStockSale$1,001 - $15,000+5.0%After the saleS&P 500 +1.7% · +3.2 pts vs S&P 500Jun 30, 2026Jul 6, 20266d
Ro KhannaStockPurchase$1,001 - $15,000+4.7%S&P 500 +1.3% · +3.4 pts vs S&P 500May 27, 2026Jun 9, 202613d
Ro KhannaStockPurchase$1,001 - $15,000-2.5%S&P 500 +5.4% · -7.9 pts vs S&P 500May 1, 2026Jun 9, 202639d
Ro KhannaStockPurchase$1,001 - $15,000+5.8%S&P 500 +2.8% · +3.0 pts vs S&P 500May 15, 2026Jun 9, 202625d
Ro KhannaStockSale$15,001 - $50,000-8.1%After the saleS&P 500 +10.8% · -18.9 pts vs S&P 500Apr 13, 2026May 11, 202628d
Ro KhannaStockPurchase$1,001 - $15,000-3.6%S&P 500 +6.4% · -10.0 pts vs S&P 500Apr 24, 2026May 11, 202617d
Ro KhannaStockSale$1,001 - $15,000-1.5%After the saleS&P 500 +20.3% · -21.8 pts vs S&P 500Mar 30, 2026Apr 7, 20268d
Ro KhannaStockPurchase$1,001 - $15,000-17.4%S&P 500 +10.2% · -27.6 pts vs S&P 500Jan 23, 2026Feb 6, 202614d
Ro KhannaStockPurchase$15,001 - $50,000-13.8%S&P 500 +9.5% · -23.2 pts vs S&P 500Jan 29, 2026Feb 6, 20268d
Lisa C. McClainSpouseStockSale$1,001 - $15,000-18.7%After the saleS&P 500 +11.7% · -30.5 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000-18.7%S&P 500 +11.7% · -30.5 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000-19.0%After the saleS&P 500 +11.4% · -30.4 pts vs S&P 500Oct 31, 2025Nov 21, 202521d
Ro KhannaStockPurchase$1,001 - $15,000-16.9%S&P 500 +13.6% · -30.4 pts vs S&P 500Oct 7, 2025Nov 6, 202530d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000-12.0%S&P 500 +20.4% · -32.4 pts vs S&P 500Aug 4, 2025Sep 12, 202539d
Ritchie TorresStockPurchase$1,001 - $15,000-27.3%S&P 500 +32.4% · -59.7 pts vs S&P 500Sep 26, 2024Aug 20, 2025328d

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.

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, 2026

2 members report a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
John BoozmanRepublican · Senate$1,001 - $15,0000.3%
Robert BresnahanRepublican · House$1,001 - $15,0000.1%

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

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

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.

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