What the executives and directors of Otis Worldwide actually did with their own shares, decoded from three years of SEC Form 4 filings.
The tape: three years of insider trades
Every marker sits at the exact 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 gray strip is routine flow (vestings, tax withholding, gifts) that headlines love to miscount as selling.
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.
Skin in the game
Directly held shares as reported after each trade, indexed to 100 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.
Who holds what
| Insider | Role | Shares held | Buys 12 m | Sales 12 m |
|---|---|---|---|---|
| Marks Judith Fran President and CEO | CEO | 249.4K | — | $9.3M |
| Loh Sally President, Otis Greater China | Officer | 45.8K | — | — |
| LaFreniere Nora E. EVP, General Counsel | Officer | 44.6K | — | $2.5M |
| Maheshwari Anurag EVP & CFO | CFO | 33.8K | — | — |
| Minarro Viseras Enrique Chief Operating Officer | COO | 33.6K | — | — |
| de Montlivault Stephane President, Otis Asia Pacific | Officer | 29.2K | — | $4.4M |
| Zheng Peiming President, Otis China | Officer | 23.1K | — | — |
| Embree Tracy A President, Otis Americas | Officer | 18.9K | — | — |
| Luersman Abbe EVP & CPO | Officer | 17.7K | — | — |
| Mendez Echevarria Maria Cristina EVP & CFO | CFO | 9,390 | — | — |
| Green Neil EVP & Chief Digital Officer | Officer | 7,650 | — | $519K |
| Gosk Kimberly Shannon EVP & CPO | Officer | 7,549 | — | — |
| Lefebure Thibault Pierre Marie President, Otis EMEA | Officer | 4,008 | — | $125K |
| Ryan Michael Patrick VP, CAO & Controller | Officer | 3,504 | — | $384K |
Open-market trade log
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-05-07 | Lefebure Thibault Pierre Marie (Officer) | Discretionary sale | 1,628 | $76.89 | $125K |
| 2026-02-12 | de Montlivault Stephane (Officer) | Discretionary sale | 47.9K | $92.25 | $4.4M |
| 2026-02-10 | Ryan Michael Patrick (Officer) | Discretionary sale | 1,182 | $90.06 | $106K |
| 2026-02-10 | LaFreniere Nora E. (Officer) | Discretionary sale | 1,793 | $90.38 | $162K |
| 2026-02-10 | LaFreniere Nora E. (Officer) | Discretionary sale | 25.6K | $90.38 | $2.3M |
| 2026-02-05 | Marks Judith Fran (CEO) | Planned sale (10b5-1) | 56.1K | $90.89 | $5.1M |
| 2026-02-04 | Marks Judith Fran (CEO) | Planned sale (10b5-1) | 46.8K | $89.57 | $4.2M |
| 2026-02-02 | Green Neil (Officer) | Discretionary sale | 6,000 | $86.45 | $519K |
| 2025-11-05 | Ryan Michael Patrick (Officer) | Discretionary sale | 3,028 | $91.69 | $278K |
| 2025-03-10 | de Montlivault Stephane (Officer) | Discretionary sale | 3,037 | $105.25 | $320K |
| 2025-03-10 | de Montlivault Stephane (Officer) | Discretionary sale | 3,623 | $105.34 | $382K |
| 2025-02-13 | de Montlivault Stephane (Officer) | Discretionary sale | 25K | $97.14 | $2.4M |
| 2025-02-10 | Marks Judith Fran (CEO) | Planned sale (10b5-1) | 28.4K | $95.77 | $2.7M |
| 2025-02-10 | LaFreniere Nora E. (Officer) | Discretionary sale | 1,700 | $95.91 | $163K |
| 2025-02-05 | Marks Judith Fran (CEO) | Planned sale (10b5-1) | 38K | $94.41 | $3.6M |
| 2025-02-05 | LaFreniere Nora E. (Officer) | Discretionary sale | 4,775 | $94.41 | $451K |
| 2025-01-31 | Zheng Peiming (Officer) | Discretionary sale | 15.4K | $95.08 | $1.5M |
| 2025-01-31 | Zheng Peiming (Officer) | Discretionary sale | 17.3K | $95.74 | $1.7M |
| 2024-11-08 | Ryan Michael Patrick (Officer) | Discretionary sale | 5,638 | $100.95 | $569K |
| 2024-11-07 | Luersman Abbe (Officer) | Discretionary sale | 9,000 | $101.02 | $909K |
| 2024-05-07 | Zheng Peiming (Officer) | Discretionary sale | 30.4K | $93.69 | $2.8M |
| 2024-02-21 | de Montlivault Stephane (Officer) | Discretionary sale | 18.4K | $91.10 | $1.7M |
| 2024-02-20 | Ryan Michael Patrick (Officer) | Discretionary sale | 3,522 | $90.77 | $320K |
| 2024-02-20 | LaFreniere Nora E. (Officer) | Discretionary sale | 22.1K | $90.87 | $2M |
| 2024-02-07 | Marks Judith Fran (CEO) | Planned sale (10b5-1) | 37.3K | $91.83 | $3.4M |
| 2023-07-28 | Ryan Michael Patrick (Officer) | Discretionary sale | 6,372 | $90.50 | $577K |
| 2023-07-28 | Calleja Fernandez Bernardo (Officer) | Discretionary sale | 3,992 | $90.70 | $362K |
| 2023-03-06 | Calleja Fernandez Bernardo (Officer) | Discretionary sale | 703 | $86.85 | $61K |
| 2023-02-14 | Calleja Fernandez Bernardo (Officer) | Discretionary sale | 837 | $84.67 | $71K |
| 2023-02-06 | Ryan Michael Patrick (Officer) | Discretionary sale | 100 | $84.52 | $8K |
| 2023-02-06 | Ryan Michael Patrick (Officer) | Discretionary sale | 1,107 | $84.49 | $94K |
| 2023-02-06 | Ryan Michael Patrick (Officer) | Discretionary sale | 1,811 | $84.44 | $153K |
| 2023-02-06 | Cramer James F. (Officer) | Discretionary sale | 700 | $83.97 | $59K |
| 2023-02-03 | de Montlivault Stephane (Officer) | Discretionary sale | 13 | $84.34 | $1K |
| 2023-02-03 | de Montlivault Stephane (Officer) | Discretionary sale | 4,787 | $84.32 | $404K |
| 2023-02-03 | de Montlivault Stephane (Officer) | Discretionary sale | 11.2K | $84.23 | $944K |
| 2023-02-03 | LaFreniere Nora E. (Officer) | Discretionary sale | 5,514 | $83.85 | $462K |
| 2023-02-03 | LaFreniere Nora E. (Officer) | Discretionary sale | 6,000 | $83.81 | $503K |
| 2023-02-03 | Zheng Peiming (Officer) | Discretionary sale | 1,798 | $83.86 | $151K |
| 2023-02-03 | Zheng Peiming (Officer) | Discretionary sale | 11.3K | $83.80 | $950K |
| 2023-02-03 | Cramer James F. (Officer) | Discretionary sale | 1,259 | $84.15 | $106K |
| 2023-02-03 | Cramer James F. (Officer) | Discretionary sale | 5,142 | $84.28 | $433K |
| 2022-08-08 | Ryan Michael Patrick (Officer) | Discretionary sale | 600 | $79.50 | $48K |
| 2022-08-08 | Ryan Michael Patrick (Officer) | Discretionary sale | 2,383 | $79.51 | $189K |
| 2022-08-02 | GHAI RAHUL (CFO) | Discretionary sale | 100 | $77.88 | $8K |
| 2022-08-02 | GHAI RAHUL (CFO) | Discretionary sale | 4,900 | $77.87 | $382K |
| 2022-08-01 | GHAI RAHUL (CFO) | Discretionary sale | 618 | $78.56 | $49K |
| 2022-08-01 | GHAI RAHUL (CFO) | Discretionary sale | 2,000 | $78.54 | $157K |
| 2022-07-29 | LaFreniere Nora E. (Officer) | Discretionary sale | 13.6K | $76.54 | $1M |
| 2022-05-27 | Zheng Peiming (Officer) | Discretionary sale | 233 | $75.92 | $18K |
| 2022-05-27 | Zheng Peiming (Officer) | Discretionary sale | 3,100 | $75.92 | $235K |
| 2021-07-28 | Ryan Michael Patrick (Officer) | Discretionary sale | 2,220 | $87.44 | $194K |
| 2021-07-28 | Calleja Fernandez Bernardo (Officer) | Discretionary sale | 1,597 | $87.80 | $140K |
| 2021-04-28 | Zheng Peiming (Officer) | Discretionary sale | 15.2K | $78.67 | $1.2M |
| 2021-02-08 | Stewart Shelley JR (Director) | Discretionary sale | 1,971 | $63.73 | $126K |
| 2021-02-05 | Ryan Michael Patrick (Officer) | Discretionary sale | 463 | $63.93 | $30K |
| 2021-02-05 | LaFreniere Nora E. (Officer) | Discretionary sale | 754 | $63.93 | $48K |
| 2021-01-14 | PRESTON MARGARET M V (Director) | Discretionary sale | 14 | $65.09 | $911 |
| 2020-12-09 | Calleja Fernandez Bernardo (Officer) | Open-market buy | 500 | $65.51 | $33K |
| 2020-10-30 | Marks Judith Fran (CEO) | Discretionary sale | 47 | $61.28 | $3K |
“Since trade” compares with the latest insider-implied price, not a market quote; this site carries no market data by design.
Filing hygiene
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.