Otis Worldwide insider activity
What the executives and directors of Otis Worldwide actually did with their own shares, decoded from their SEC Form 4 filings. Each figure says the stretch of time it covers.
−$17M
net open-market flow, 12 m
0 open-market buys, 12 m
54%
of sale value on 10b5-1 plans, 12 m
2,112 days since an insider bought, whole record
The tape: three years of insider trades
Open-market buy
Discretionary sale
Planned sale (10b5-1)
Reported-price path
Routine
Every marker sits at the price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the grey strip is the routine flow (grants, vestings, tax withholding and gifts) that a headline gets wrong by counting it as selling.
The 73 routine events on the chart, as a list
| Date | Insider | Shares |
|---|---|---|
| Sep 2, 2026 | Gosk Kimberly Shannon | 1,207 |
| Aug 23, 2026 | Mendez Echevarria Maria Cristina | 2,975 |
| Jun 2, 2026 | Armas Joseph Jay | 2,101 |
| Mar 1, 2026 | Loh Sally | 1,520 |
| Feb 10, 2026 | LaFreniere Nora E. | 5,107 |
| Feb 7, 2026 | Marks Judith Fran | 323K |
| Feb 7, 2026 | Ryan Michael Patrick | 4,112 |
| Feb 7, 2026 | de Montlivault Stephane | 13K |
| Feb 7, 2026 | LaFreniere Nora E. | 18K |
| Feb 7, 2026 | Zheng Peiming | 23K |
| Feb 7, 2026 | Green Neil | 7,125 |
| Feb 7, 2026 | Loh Sally | 12K |
| Feb 7, 2026 | Mendez Echevarria Maria Cristina | 9,206 |
| Feb 7, 2026 | Armas Joseph Jay | 2,641 |
| Feb 7, 2026 | Gosk Kimberly Shannon | 3,481 |
| Feb 7, 2026 | Lefebure Thibault Pierre Marie | 2,705 |
| Feb 6, 2026 | Minarro Viseras Enrique | 29K |
| Dec 3, 2025 | Ryan Michael Patrick | 46 |
| Dec 3, 2025 | Zheng Peiming | 15K |
| Nov 5, 2025 | Ryan Michael Patrick | 10K |
| Nov 1, 2025 | Minarro Viseras Enrique | 29K |
| Oct 2, 2025 | Mendez Echevarria Maria Cristina | 1,529 |
| Aug 23, 2025 | Mendez Echevarria Maria Cristina | 2,912 |
| Jul 23, 2025 | LaFreniere Nora E. | 15K |
| Mar 10, 2025 | de Montlivault Stephane | 16K |
| Mar 1, 2025 | Zheng Peiming | 447 |
| Mar 1, 2025 | Loh Sally | 1,228 |
| Mar 1, 2025 | Mendez Echevarria Maria Cristina | 1,166 |
| Feb 13, 2025 | de Montlivault Stephane | 57K |
| Feb 7, 2025 | Marks Judith Fran | 211K |
| Feb 7, 2025 | Ryan Michael Patrick | 3,798 |
| Feb 7, 2025 | de Montlivault Stephane | 11K |
| Feb 7, 2025 | LaFreniere Nora E. | 18K |
| Feb 7, 2025 | Zheng Peiming | 17K |
| Feb 7, 2025 | Luersman Abbe | 14K |
| Feb 7, 2025 | Green Neil | 6,209 |
| Feb 7, 2025 | Loh Sally | 3,578 |
| Feb 7, 2025 | Mendez Echevarria Maria Cristina | 3,219 |
| Feb 6, 2025 | Embree Tracy A | 3,066 |
| Feb 6, 2025 | Minarro Viseras Enrique | 3,545 |
| Jan 31, 2025 | Zheng Peiming | 52K |
| Dec 2, 2024 | Ryan Michael Patrick | 94 |
| Dec 2, 2024 | Zheng Peiming | 318 |
| Nov 8, 2024 | Ryan Michael Patrick | 26K |
| Nov 1, 2024 | Embree Tracy A | 34K |
| Nov 1, 2024 | Minarro Viseras Enrique | 28K |
| Aug 2, 2024 | Luersman Abbe | 15K |
| Jun 1, 2024 | Loh Sally | 1,120 |
| May 7, 2024 | Zheng Peiming | 68K |
| Mar 1, 2024 | Zheng Peiming | 441 |
| Mar 1, 2024 | Loh Sally | 1,207 |
| Feb 21, 2024 | de Montlivault Stephane | 110K |
| Feb 20, 2024 | LaFreniere Nora E. | 24K |
| Feb 7, 2024 | Marks Judith Fran | 202K |
| Feb 7, 2024 | Ryan Michael Patrick | 7,892 |
| Feb 7, 2024 | de Montlivault Stephane | 24K |
| Feb 7, 2024 | LaFreniere Nora E. | 36K |
| Feb 7, 2024 | Zheng Peiming | 34K |
| Feb 7, 2024 | Green Neil | 12K |
| Feb 7, 2024 | Maheshwari Anurag | 13K |
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
The chart, in numbers
| Flow | Shares |
|---|---|
| Granted | 115K |
| Vested / exercised | 326K |
| Withheld for tax | 221K |
| Planned sales (10b5-1) | 103K |
| Discretionary sales | 87K |
| Kept | 30K |
Skin in the game
Directly held shares as reported after each trade, indexed to 100 at the start of the window, up to five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
The chart, in numbers
| Insider | Start of the window | Latest reported | Indexed, start = 100 |
|---|---|---|---|
| Loh Sally | 21K | 46K | 218 |
| LaFreniere Nora E. | 14K | 14K | 97 |
Who holds what
the 14 largest holdings of 15| Insider | Role | Shares held | Buys 12 m | Sales 12 m | 12 m | Last trade |
|---|---|---|---|---|---|---|
| Marks Judith Fran President and CEO Last trade Feb 5, 2026 | CEO | 249K | – | $9.3M | net selling over the year: 0 months buying, 1 month selling | Feb 5, 2026 |
| Loh Sally President, Otis Greater China | Officer | 46K | – | – | – | |
| LaFreniere Nora E. EVP, General Counsel Last trade Feb 10, 2026 | Officer | 45K | – | $2.5M | net selling over the year: 0 months buying, 1 month selling | Feb 10, 2026 |
| Maheshwari Anurag EVP & CFO | CFO | 34K | – | – | – | |
| Minarro Viseras Enrique Chief Operating Officer | COO | 34K | – | – | – | |
| de Montlivault Stephane President, Otis Asia Pacific Last trade Feb 12, 2026 | Officer | 29K | – | $4.4M | net selling over the year: 0 months buying, 1 month selling | Feb 12, 2026 |
| Zheng Peiming President, Otis China Last trade Jan 31, 2025 | Officer | 23K | – | – | Jan 31, 2025 | |
| Embree Tracy A President, Otis Americas | Officer | 19K | – | – | – | |
| Luersman Abbe EVP & CPO Last trade Nov 7, 2024 | Officer | 18K | – | – | Nov 7, 2024 | |
| Mendez Echevarria Maria Cristina EVP & CFO | CFO | 11K | – | – | – | |
| Gosk Kimberly Shannon EVP & CPO | Officer | 8,386 | – | – | – | |
| Green Neil EVP & Chief Digital Officer Last trade Feb 2, 2026 | Officer | 7,650 | – | $519K | net selling over the year: 0 months buying, 1 month selling | Feb 2, 2026 |
| Lefebure Thibault Pierre Marie President, Otis EMEA Last trade May 7, 2026 | Officer | 4,008 | – | $125K | net selling over the year: 0 months buying, 1 month selling | May 7, 2026 |
| Ryan Michael Patrick VP, CAO & Controller Last trade Feb 10, 2026 | Officer | 3,504 | – | $384K | net selling over the year: 0 months buying, 2 months selling | Feb 10, 2026 |
Open-market trade log
the 60 most recent of 74| Date | Insider | Type | Shares | Price | Value | Since trade | Filed |
|---|---|---|---|---|---|---|---|
| May 7, 2026 | Lefebure Thibault Pierre Marie (Officer) 1,628 shares $76.89 −0.0% since trade filed May 7, 2026 | Discretionary sale | 1,628 | $76.89 | $125K | −0.0% | May 7, 2026 |
| Feb 12, 2026 | de Montlivault Stephane (Officer) 48K shares $92.25 −16.7% since trade filed Feb 13, 2026 | Discretionary sale | 48K | $92.25 | $4.4M | −16.7% | Feb 13, 2026 |
| Feb 10, 2026 | Ryan Michael Patrick (Officer) 1,182 shares $90.06 −14.6% since trade filed Feb 10, 2026 | Discretionary sale | 1,182 | $90.06 | $106K | −14.6% | Feb 10, 2026 |
| Feb 10, 2026 | LaFreniere Nora E. (Officer) 1,793 shares $90.38 −14.9% since trade filed Feb 10, 2026 | Discretionary sale | 1,793 | $90.38 | $162K | −14.9% | Feb 10, 2026 |
| Feb 10, 2026 | LaFreniere Nora E. (Officer) 26K shares $90.38 −14.9% since trade filed Feb 10, 2026 | Discretionary sale | 26K | $90.38 | $2.3M | −14.9% | Feb 10, 2026 |
| Feb 5, 2026 | Marks Judith Fran (CEO) 56K shares $90.89 −15.4% since trade filed Feb 5, 2026 | Planned sale (10b5-1) | 56K | $90.89 | $5.1M | −15.4% | Feb 5, 2026 |
| Feb 4, 2026 | Marks Judith Fran (CEO) 47K shares $89.57 −14.2% since trade filed Feb 5, 2026 | Planned sale (10b5-1) | 47K | $89.57 | $4.2M | −14.2% | Feb 5, 2026 |
| Feb 2, 2026 | Green Neil (Officer) 6,000 shares $86.45 −11.1% since trade filed Feb 3, 2026 | Discretionary sale | 6,000 | $86.45 | $519K | −11.1% | Feb 3, 2026 |
| Nov 5, 2025 | Ryan Michael Patrick (Officer) 3,028 shares $91.69 −16.1% since trade filed Nov 7, 2025 | Discretionary sale | 3,028 | $91.69 | $278K | −16.1% | Nov 7, 2025 |
| Mar 10, 2025 | de Montlivault Stephane (Officer) 3,037 shares $105.25 −27.0% since trade filed Mar 11, 2025 | Discretionary sale | 3,037 | $105.25 | $320K | −27.0% | Mar 11, 2025 |
| Mar 10, 2025 | de Montlivault Stephane (Officer) 3,623 shares $105.34 −27.0% since trade filed Mar 11, 2025 | Discretionary sale | 3,623 | $105.34 | $382K | −27.0% | Mar 11, 2025 |
| Feb 13, 2025 | de Montlivault Stephane (Officer) 25K shares $97.14 −20.9% since trade filed Feb 18, 2025 | Discretionary sale | 25K | $97.14 | $2.4M | −20.9% | Feb 18, 2025 |
| Feb 10, 2025 | Marks Judith Fran (CEO) 28K shares $95.77 −19.7% since trade filed Feb 10, 2025 | Planned sale (10b5-1) | 28K | $95.77 | $2.7M | −19.7% | Feb 10, 2025 |
| Feb 10, 2025 | LaFreniere Nora E. (Officer) 1,700 shares $95.91 −19.8% since trade filed Feb 10, 2025 | Discretionary sale | 1,700 | $95.91 | $163K | −19.8% | Feb 10, 2025 |
| Feb 5, 2025 | Marks Judith Fran (CEO) 38K shares $94.41 −18.6% since trade filed Feb 5, 2025 | Planned sale (10b5-1) | 38K | $94.41 | $3.6M | −18.6% | Feb 5, 2025 |
| Feb 5, 2025 | LaFreniere Nora E. (Officer) 4,775 shares $94.41 −18.6% since trade filed Feb 5, 2025 | Discretionary sale | 4,775 | $94.41 | $451K | −18.6% | Feb 5, 2025 |
| Jan 31, 2025 | Zheng Peiming (Officer) 15K shares $95.08 −19.1% since trade filed Feb 4, 2025 | Discretionary sale | 15K | $95.08 | $1.5M | −19.1% | Feb 4, 2025 |
| Jan 31, 2025 | Zheng Peiming (Officer) 17K shares $95.74 −19.7% since trade filed Feb 4, 2025 | Discretionary sale | 17K | $95.74 | $1.7M | −19.7% | Feb 4, 2025 |
| Nov 8, 2024 | Ryan Michael Patrick (Officer) 5,638 shares $100.95 −23.8% since trade filed Nov 12, 2024 | Discretionary sale | 5,638 | $100.95 | $569K | −23.8% | Nov 12, 2024 |
| Nov 7, 2024 | Luersman Abbe (Officer) 9,000 shares $101.02 −23.9% since trade filed Nov 8, 2024 | Discretionary sale | 9,000 | $101.02 | $909K | −23.9% | Nov 8, 2024 |
| May 7, 2024 | Zheng Peiming (Officer) 30K shares $93.69 −17.9% since trade filed May 8, 2024 | Discretionary sale | 30K | $93.69 | $2.8M | −17.9% | May 8, 2024 |
| Feb 21, 2024 | de Montlivault Stephane (Officer) 18K shares $91.10 −15.6% since trade filed Feb 23, 2024 | Discretionary sale | 18K | $91.10 | $1.7M | −15.6% | Feb 23, 2024 |
| Feb 20, 2024 | Ryan Michael Patrick (Officer) 3,522 shares $90.77 −15.3% since trade filed Feb 20, 2024 | Discretionary sale | 3,522 | $90.77 | $320K | −15.3% | Feb 20, 2024 |
| Feb 20, 2024 | LaFreniere Nora E. (Officer) 22K shares $90.87 −15.4% since trade filed Feb 20, 2024 | Discretionary sale | 22K | $90.87 | $2.0M | −15.4% | Feb 20, 2024 |
| Feb 7, 2024 | Marks Judith Fran (CEO) 37K shares $91.83 −16.3% since trade filed Feb 8, 2024 | Planned sale (10b5-1) | 37K | $91.83 | $3.4M | −16.3% | Feb 8, 2024 |
| Jul 28, 2023 | Ryan Michael Patrick (Officer) 6,372 shares $90.50 −15.0% since trade filed Jul 28, 2023 | Discretionary sale | 6,372 | $90.50 | $577K | −15.0% | Jul 28, 2023 |
| Jul 28, 2023 | Calleja Fernandez Bernardo (Officer) 3,992 shares $90.70 −15.2% since trade filed Jul 28, 2023 | Discretionary sale | 3,992 | $90.70 | $362K | −15.2% | Jul 28, 2023 |
| Mar 6, 2023 | Calleja Fernandez Bernardo (Officer) 703 shares $86.85 −11.5% since trade filed Mar 7, 2023 | Discretionary sale | 703 | $86.85 | $61K | −11.5% | Mar 7, 2023 |
| Feb 14, 2023 | Calleja Fernandez Bernardo (Officer) 837 shares $84.67 −9.2% since trade filed Feb 16, 2023 | Discretionary sale | 837 | $84.67 | $71K | −9.2% | Feb 16, 2023 |
| Feb 6, 2023 | Ryan Michael Patrick (Officer) 100 shares $84.52 −9.0% since trade filed Feb 7, 2023 | Discretionary sale | 100 | $84.52 | $8K | −9.0% | Feb 7, 2023 |
| Feb 6, 2023 | Ryan Michael Patrick (Officer) 1,107 shares $84.49 −9.0% since trade filed Feb 7, 2023 | Discretionary sale | 1,107 | $84.49 | $94K | −9.0% | Feb 7, 2023 |
| Feb 6, 2023 | Ryan Michael Patrick (Officer) 1,811 shares $84.44 −8.9% since trade filed Feb 7, 2023 | Discretionary sale | 1,811 | $84.44 | $153K | −8.9% | Feb 7, 2023 |
| Feb 6, 2023 | Cramer James F. (Officer) 700 shares $83.97 −8.4% since trade filed Feb 7, 2023 | Discretionary sale | 700 | $83.97 | $59K | −8.4% | Feb 7, 2023 |
| Feb 3, 2023 | de Montlivault Stephane (Officer) 13 shares $84.34 −8.8% since trade filed Feb 7, 2023 | Discretionary sale | 13 | $84.34 | $1K | −8.8% | Feb 7, 2023 |
| Feb 3, 2023 | de Montlivault Stephane (Officer) 4,787 shares $84.32 −8.8% since trade filed Feb 7, 2023 | Discretionary sale | 4,787 | $84.32 | $404K | −8.8% | Feb 7, 2023 |
| Feb 3, 2023 | de Montlivault Stephane (Officer) 11K shares $84.23 −8.7% since trade filed Feb 7, 2023 | Discretionary sale | 11K | $84.23 | $944K | −8.7% | Feb 7, 2023 |
| Feb 3, 2023 | LaFreniere Nora E. (Officer) 5,514 shares $83.85 −8.3% since trade filed Feb 7, 2023 | Discretionary sale | 5,514 | $83.85 | $462K | −8.3% | Feb 7, 2023 |
| Feb 3, 2023 | LaFreniere Nora E. (Officer) 6,000 shares $83.81 −8.3% since trade filed Feb 7, 2023 | Discretionary sale | 6,000 | $83.81 | $503K | −8.3% | Feb 7, 2023 |
| Feb 3, 2023 | Zheng Peiming (Officer) 1,798 shares $83.86 −8.3% since trade filed Feb 7, 2023 | Discretionary sale | 1,798 | $83.86 | $151K | −8.3% | Feb 7, 2023 |
| Feb 3, 2023 | Zheng Peiming (Officer) 11K shares $83.80 −8.3% since trade filed Feb 7, 2023 | Discretionary sale | 11K | $83.80 | $950K | −8.3% | Feb 7, 2023 |
| Feb 3, 2023 | Cramer James F. (Officer) 1,259 shares $84.15 −8.6% since trade filed Feb 7, 2023 | Discretionary sale | 1,259 | $84.15 | $106K | −8.6% | Feb 7, 2023 |
| Feb 3, 2023 | Cramer James F. (Officer) 5,142 shares $84.28 −8.8% since trade filed Feb 7, 2023 | Discretionary sale | 5,142 | $84.28 | $433K | −8.8% | Feb 7, 2023 |
| Aug 8, 2022 | Ryan Michael Patrick (Officer) 600 shares $79.50 −3.3% since trade filed Aug 9, 2022 | Discretionary sale | 600 | $79.50 | $48K | −3.3% | Aug 9, 2022 |
| Aug 8, 2022 | Ryan Michael Patrick (Officer) 2,383 shares $79.51 −3.3% since trade filed Aug 9, 2022 | Discretionary sale | 2,383 | $79.51 | $189K | −3.3% | Aug 9, 2022 |
| Aug 2, 2022 | GHAI RAHUL (CFO) 100 shares $77.88 −1.3% since trade filed Aug 2, 2022 | Discretionary sale | 100 | $77.88 | $8K | −1.3% | Aug 2, 2022 |
| Aug 2, 2022 | GHAI RAHUL (CFO) 4,900 shares $77.87 −1.3% since trade filed Aug 2, 2022 | Discretionary sale | 4,900 | $77.87 | $382K | −1.3% | Aug 2, 2022 |
| Aug 1, 2022 | GHAI RAHUL (CFO) 618 shares $78.56 −2.1% since trade filed Aug 2, 2022 | Discretionary sale | 618 | $78.56 | $49K | −2.1% | Aug 2, 2022 |
| Aug 1, 2022 | GHAI RAHUL (CFO) 2,000 shares $78.54 −2.1% since trade filed Aug 2, 2022 | Discretionary sale | 2,000 | $78.54 | $157K | −2.1% | Aug 2, 2022 |
| Jul 29, 2022 | LaFreniere Nora E. (Officer) 14K shares $76.54 +0.5% since trade filed Aug 1, 2022 | Discretionary sale | 14K | $76.54 | $1.0M | +0.5% | Aug 1, 2022 |
| May 27, 2022 | Zheng Peiming (Officer) 233 shares $75.92 +1.3% since trade filed May 31, 2022 | Discretionary sale | 233 | $75.92 | $18K | +1.3% | May 31, 2022 |
| May 27, 2022 | Zheng Peiming (Officer) 3,100 shares $75.92 +1.3% since trade filed May 31, 2022 | Discretionary sale | 3,100 | $75.92 | $235K | +1.3% | May 31, 2022 |
| Jul 28, 2021 | Ryan Michael Patrick (Officer) 2,220 shares $87.44 filed Jul 30, 2021 | Discretionary sale | 2,220 | $87.44 | $194K | – | Jul 30, 2021 |
| Jul 28, 2021 | Calleja Fernandez Bernardo (Officer) 1,597 shares $87.80 filed Jul 30, 2021 | Discretionary sale | 1,597 | $87.80 | $140K | – | Jul 30, 2021 |
| Apr 28, 2021 | Zheng Peiming (Officer) 15K shares $78.67 filed Apr 29, 2021 | Discretionary sale | 15K | $78.67 | $1.2M | – | Apr 29, 2021 |
| Feb 8, 2021 | Stewart Shelley JR (Director) 1,971 shares $63.73 filed Feb 9, 2021 | Discretionary sale | 1,971 | $63.73 | $126K | – | Feb 9, 2021 |
| Feb 5, 2021 | Ryan Michael Patrick (Officer) 463 shares $63.93 filed Feb 9, 2021 | Discretionary sale | 463 | $63.93 | $30K | – | Feb 9, 2021 |
| Feb 5, 2021 | LaFreniere Nora E. (Officer) 754 shares $63.93 filed Feb 9, 2021 | Discretionary sale | 754 | $63.93 | $48K | – | Feb 9, 2021 |
| Jan 14, 2021 | PRESTON MARGARET M V (Director) 14 shares $65.09 filed Feb 9, 2021 late | Discretionary sale | 14 | $65.09 | $911 | – | Feb 9, 2021 late |
| Dec 9, 2020 | Calleja Fernandez Bernardo (Officer) 500 shares $65.51 filed Dec 11, 2020 | Open-market buy | 500 | $65.51 | $33K | – | Dec 11, 2020 |
| Oct 30, 2020 | Marks Judith Fran (CEO) 47 shares $61.28 filed Nov 3, 2020 | Discretionary sale | 47 | $61.28 | $3K | – | Nov 3, 2020 |
“Since trade” compares with the latest insider-implied price, not a market quote: these pages are built from filings alone. A role here is the one on that day's Form 4, so somebody promoted since appears under both titles.
Filing hygiene
152 Forms 4, 3 years
1 filed late
0 amendments
1.8 avg. days to file
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.