Otis Worldwide Corporation (OTIS)
Farmington, CT, US
Otis Worldwide Corporation is a global leader specializing in the manufacturing, installation, and servicing of elevators and escalators, with significant operations in the United States, China, and numerous other international markets. The company's business is organized into two primary divisions: New Equipment and Service. Its New Equipment segment is responsible for the design, fabrication, sale, and fitting of a diverse array of passenger and freight elevators, escalators, and moving walkways, catering to residential and commercial properties, as well as large-scale infrastructure endeavors. Conversely, the Service segment offers extensive maintenance, repair, and modernization services aimed at upgrading existing elevator and escalator systems. Otis maintains a substantial global service footprint, employing approximately 34,000 service technicians across roughly 1,400 branches and offices. The company, established in 1853, is headquartered in Farmington, Connecticut.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2020-04-02 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.52% | -3.09% | -9.04% | -23.47% | -20.27% | -18.90% | -24.81% | -10.90% | -9.65% | +56.55% | +56.55% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | -1 |
| Buy | 4 | 0 |
| Hold | 9 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 3 |
90.00
+25.5%
|
| Last Year | 7 |
94.43
+31.7%
|
| All Time | 25 |
92.20
+28.6%
|
-
Revenue growth Industrial - Machinery: +7.4%+1.2% Q1'26: +6.4% (vs Q1'25)
-
EPS growth Industrial - Machinery: +15.6%-14.0% Q1'26: +42.6% (vs Q1'25)
-
FCF margin FCF growth · Industrial - Machinery: +38.2%+10.4% Q1'26: +10.7% (vs Q1'25)
-
EBIT margin Industrial - Machinery: +10.0%+14.8% ★ Q1'26: +15.1% (vs Q1'25)
-
ROIC Industrial - Machinery: +6.8%+67.3% ★ Q1'26: +81.4% (vs Q1'25)
-
Share dilution Industrial - Machinery: +0.0%-2.7% ★ Q1'26: -2.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×3.79× Q1'26: 3.54× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 10 Rev. Ana. 8 EPS Ana. |
Dec 2027 10 Rev. Ana. 9 EPS Ana. |
Dec 2028 12 Rev. Ana. 8 EPS Ana. |
Dec 2029 11 Rev. Ana. 6 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
12.76B
est: 12.65B (+0.9%)
|
14.30B
est: 14.32B (-0.1%)
|
13.69B
est: 13.56B (+1.0%)
|
14.21B
est: 14.18B (+0.2%)
|
14.26B
est: 14.23B (+0.2%)
|
14.43B
est: 14.51B (-0.5%)
|
15.17B
15.11B – 15.27B
+4.5% YoY
|
15.92B
15.64B – 16.02B
+4.9% YoY
|
16.66B
16.65B – 16.68B
+4.7% YoY
|
17.73B
17.46B – 17.95B
+6.4% YoY
|
| EBITDA |
1.83B
est: 1.20B (+52.1%)
|
2.31B
est: 1.81B (+28.0%)
|
2.26B
est: 1.85B (+22.5%)
|
2.44B
est: 2.31B (+5.5%)
|
2.23B
est: 2.32B (-3.8%)
|
2.31B
est: 2.37B (-2.4%)
|
2.47B
2.46B – 2.49B
+4.5% YoY
|
2.59B
2.55B – 2.61B
+4.9% YoY
|
2.72B
2.71B – 2.72B
+4.7% YoY
|
2.89B
2.85B – 2.93B
+6.4% YoY
|
| EBIT |
1.64B
est: 1.27B (+29.3%)
|
2.11B
est: 1.91B (+10.2%)
|
2.07B
est: 2.02B (+2.6%)
|
2.25B
est: 2.12B (+5.8%)
|
2.05B
est: 2.13B (-3.7%)
|
2.13B
est: 2.17B (-1.8%)
|
2.27B
2.26B – 2.29B
+4.5% YoY
|
2.38B
2.34B – 2.40B
+4.9% YoY
|
2.49B
2.49B – 2.50B
+4.7% YoY
|
2.65B
2.61B – 2.69B
+6.4% YoY
|
| Net Income |
906.00M
est: 703.16M (+28.8%)
|
1.25B
est: 1.13B (+10.2%)
|
1.25B
est: 1.22B (+2.6%)
|
1.41B
est: 1.42B (-0.8%)
|
1.65B
est: 1.51B (+8.7%)
|
1.38B
est: 1.60B (-13.6%)
|
1.64B
1.62B – 1.66B
+2.2% YoY
|
1.78B
1.77B – 1.89B
+9.0% YoY
|
1.95B
1.93B – 2.20B
+9.3% YoY
|
2.24B
2.19B – 2.27B
+14.6% YoY
|
| SGA |
1.92B
est: 2.70B (-28.6%)
|
1.95B
est: 1.77B (+10.1%)
|
1.73B
est: 1.85B (-6.9%)
|
1.82B
est: 1.86B (-1.9%)
|
1.82B
est: 1.86B (-2.5%)
|
1.98B
est: 1.90B (+4.1%)
|
1.99B
1.98B – 2.00B
+4.5% YoY
|
2.09B
2.05B – 2.10B
+4.9% YoY
|
2.18B
2.18B – 2.19B
+4.7% YoY
|
2.32B
2.29B – 2.35B
+6.4% YoY
|
| EPS |
2.09
est: 2.45 (-14.6%)
|
2.91
est: 2.98 (-2.3%)
|
2.98
est: 3.14 (-5.2%)
|
3.42
est: 3.61 (-5.2%)
|
4.10
est: 3.85 (+6.6%)
|
3.53
est: 4.07 (-13.2%)
|
4.19
4.11 – 4.22
+2.9% YoY
|
4.71
4.49 – 4.81
+12.5% YoY
|
5.21
4.91 – 5.60
+10.6% YoY
|
5.68
5.57 – 5.77
+9.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-23 | Barclays | Underweight | Underweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-27 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-26 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-22 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-21 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-20 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-19 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-18 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-15 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-14 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-13 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-12 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-11 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-08 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-07 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-06 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-05 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-04 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-01 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-30 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-29 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-28 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-27 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-24 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-23 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-22 | B- | 3/5 | 4/5 | 1/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-21 | B- | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B- | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B- | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 38.30M | 9.02% | — | 631.6K | 36.66M | 1.64M | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 37.08M | 8.70% | 31.59M | — | 37.08M | — | HC | Delaware | 2022-02-03 | ↗ |
| 3 | STATE STREET CORPORATION | 33.60M | 7.76% | — | 31.86M | — | 33.60M | HC | BOSTON, MASSACHUSETTS | 2021-02-12 | ↗ |
| 4 | JPMORGAN CHASE & CO.13-2624428 | 27.08M | 6.70% | 23.55M | 151.4K | 26.86M | 206.5K | HC | Delaware | 2024-10-10 | ↗ |
| 5 | STATE STREET GLOBAL ADVISORS TRUST COMPANY | 25.85M | 5.97% | — | 24.77M | — | 25.85M | IA | BOSTON, MASSACHUSETTS | 2021-02-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 2.35M +2.4M (+100.0%) | 205.61B +205.6B (+100.0%) | 0.60% +0.598 pp | 0.31% +0.310 pp | USD87.35 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 48.64M +10.0K (+0.0%) | 4.25B -197.5M (-4.4%) | 12.35% +0.047 pp | 0.06% -0.005 pp | USD65.46 +33.4% | 23 qtrs — |
| 3 | BLACKROCK, INC. | 33.58M +1.5M (+4.6%) | 2.93B -2.9M (-0.1%) | 8.53% +0.402 pp | 0.05% -0.002 pp | USD102.98 -15.2% | 6 qtrs — |
| 4 | STATE STREET CORP | 16.13M +121.2K (+0.8%) | 1.41B -54.7M (-3.7%) | 4.10% +0.045 pp | 0.05% -0.004 pp | USD60.05 +45.5% | 23 qtrs — |
| 5 | ALLIANCEBERNSTEIN L.P. | 15.19M -1.8M (-10.3%) | 1.33B -222.1M (-14.3%) | 3.86% -0.430 pp | 0.42% -0.069 pp | USD78.10 +11.8% | 24 qtrs — |
| 6 | MORGAN STANLEY | 12.68M -403.8K (-3.1%) | 1.11B -88.6M (-7.4%) | 3.22% -0.091 pp | 0.07% -0.006 pp | USD78.34 +11.5% | 24 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 10.79M +29.6K (+0.3%) | 945.02M -40.5M (-4.1%) | 2.74% +0.017 pp | 0.06% -0.005 pp | USD66.89 +30.6% | 23 qtrs — |
| 8 | NORGES BANK | 8.82M +8.8M (+100.0%) | 770.12M +770.1M (+100.0%) | 2.24% +2.240 pp | 0.08% +0.082 pp | USD87.35 +0.0% | 1 qtrs NEW |
| 9 | FRANKLIN RESOURCES INC | 7.84M +422.5K (+5.7%) | 685.01M +6.6M (+1.0%) | 1.99% +0.114 pp | 0.17% -0.001 pp | USD97.63 -10.5% | 23 qtrs — |
| 10 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6.84M -248.9K (-3.5%) | 597.74M -50.7M (-7.8%) | 1.74% -0.057 pp | 0.19% -0.008 pp | USD60.92 +43.4% | 24 qtrs — |
| 11 | JPMORGAN CHASE & CO | 6.03M -1.5M (-19.8%) | 527.07M -160.6M (-23.4%) | 1.53% -0.371 pp | 0.03% -0.008 pp | USD93.83 -6.9% | 23 qtrs — |
| 12 | FIERA CAPITAL CORP | 5.02M -124.2K (-2.4%) | 438.50M -31.8M (-6.8%) | 1.28% -0.027 pp | 1.39% -0.130 pp | USD58.51 +49.3% | 23 qtrs — |
| 13 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 4.69M -92.8K (-1.9%) | 413.90M -23.0M (-5.3%) | 1.19% -0.019 pp | 0.28% -0.034 pp | USD78.55 +11.2% | 23 qtrs — |
| 14 | STONEPINE ASSET MANAGEMENT INC. | 4.68M +163.5K (+3.6%) | 408.80M -4.1M (-1.0%) | 1.19% +0.046 pp | 2.54% -0.028 pp | USD92.33 -5.4% | 13 qtrs — |
| 15 | BLS CAPITAL FONDSMAEGLERSELSKAB A/S | 4.68M +225.9K (+5.1%) | 408.67M +1.6M (+0.4%) | 1.19% +0.061 pp | 13.85% -0.158 pp | USD73.34 +19.1% | 23 qtrs — |
| 16 | NORTHERN TRUST CORP | 4.10M -195.1K (-4.5%) | 357.74M -34.5M (-8.8%) | 1.04% -0.046 pp | 0.05% -0.005 pp | USD61.83 +41.3% | 24 qtrs — |
| 17 | VAN ECK ASSOCIATES CORP | 4.00M +2.0M (+97.9%) | 349.63M +164.7M (+89.0%) | 1.02% +0.505 pp | 0.29% +0.117 pp | USD89.58 -2.5% | 9 qtrs — |
| 18 | INVESCO LTD. | 3.90M -106.3K (-2.7%) | 341.07M -25.7M (-7.0%) | 0.99% -0.023 pp | 0.05% -0.006 pp | USD77.05 +13.4% | 23 qtrs — |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 3.61M +83.6K (+2.4%) | 315.58M -7.1M (-2.2%) | 0.92% +0.025 pp | 0.06% -0.001 pp | USD80.19 +8.9% | 23 qtrs — |
| 20 | MARSHALL WACE, LLP | 3.25M +183.9K (+6.0%) | 284.07M +3.5M (+1.3%) | 0.83% +0.050 pp | 0.26% -0.026 pp | USD97.91 -10.8% | 8 qtrs — |
| 21 | FUNDSMITH LLP | 3.11M -2.7M (-46.5%) | 271.87M -260.2M (-48.9%) | 0.79% -0.682 pp | 1.59% -1.099 pp | USD64.50 +35.4% | 14 qtrs — |
| 22 | BANK OF AMERICA CORP /DE/ | 3.08M +84.5K (+2.8%) | 269.10M -4.8M (-1.8%) | 0.78% +0.024 pp | 0.02% +0.001 pp | USD65.05 +34.3% | 23 qtrs — |
| 23 | D. E. SHAW & CO., INC. | 3.06M -602.8K (-16.5%) | 266.90M -67.6M (-20.2%) | 0.78% -0.150 pp | 0.15% -0.043 pp | USD95.69 -8.7% | 23 qtrs — |
| 24 | UBS ASSET MANAGEMENT AMERICAS INC | 2.99M -266.5K (-8.2%) | 261.34M -36.6M (-12.3%) | 0.76% -0.065 pp | 0.06% -0.009 pp | USD74.90 +16.6% | 23 qtrs — |
| 25 | CIBC PRIVATE WEALTH GROUP, LLC | 2.85M -40.5K (-1.4%) | 248.95M -15.3M (-5.8%) | 0.72% -0.008 pp | 0.42% -0.032 pp | USD72.56 +20.4% | 23 qtrs — |
| 26 | CAPITAL RESEARCH GLOBAL INVESTORS | 2.84M +18.2K (+0.6%) | 248.42M -9.9M (-3.8%) | 0.72% +0.007 pp | 0.05% -0.003 pp | USD67.23 +29.9% | 23 qtrs — |
| 27 | CANOE FINANCIAL LP | 2.79M +375.9K (+15.6%) | 243.52M +23.0M (+10.4%) | 0.71% +0.098 pp | 3.31% +0.159 pp | USD93.52 -6.6% | 8 qtrs — |
| 28 | BANK OF NEW YORK MELLON CORP | 2.74M -263.0K (-8.8%) | 239.12M -35.2M (-12.8%) | 0.70% -0.064 pp | 0.04% -0.011 pp | USD63.93 +36.6% | 23 qtrs — |
| 29 | LEGAL & GENERAL GROUP PLC | 2.73M -171.0K (-5.9%) | 238.66M -26.8M (-10.1%) | 0.69% -0.041 pp | 0.05% -0.007 pp | USD66.56 +31.2% | 23 qtrs — |
| 30 | FMR LLC | 2.68M +638.7K (+31.2%) | 234.51M +47.4M (+25.4%) | 0.68% +0.164 pp | 0.01% +0.002 pp | USD78.16 +11.8% | 23 qtrs — |
| 31 | SARASIN & PARTNERS LLP | 2.53M -1.1M (-29.8%) | 221.40M -108.2M (-32.8%) | 0.64% -0.270 pp | 2.30% -0.936 pp | USD74.99 +16.5% | 23 qtrs — |
| 32 | MILLENNIUM MANAGEMENT LLC | 2.39M +2.2M (+1,047.0%) | 208.55M +189.5M (+995.8%) | 0.61% +0.554 pp | 0.09% +0.080 pp | USD88.26 -1.0% | 23 qtrs — |
| 33 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.37M +8.4K (+0.4%) | 207.27M -8.9M (-4.1%) | 0.60% +0.004 pp | 0.03% -0.002 pp | USD63.36 +37.9% | 23 qtrs — |
| 34 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.28M -79.9K (-3.4%) | 200.51M -15.1M (-7.0%) | 0.58% -0.018 pp | 0.15% -0.015 pp | USD88.29 -1.1% | 24 qtrs — |
| 35 | AQR CAPITAL MANAGEMENT LLC | 2.29M -308.6K (-11.9%) | 199.84M -37.1M (-15.6%) | 0.58% -0.076 pp | 0.10% -0.047 pp | USD93.93 -7.0% | 23 qtrs — |
| 36 | GOLDMAN SACHS GROUP INC | 2.29M +358.4K (+18.6%) | 199.79M +23.4M (+13.3%) | 0.58% +0.093 pp | 0.02% +0.003 pp | USD86.40 +1.1% | 23 qtrs — |
| 37 | SQUAREPOINT OPS LLC | 2.15M +122.0K (+6.0%) | 187.99M +2.4M (+1.3%) | 0.55% +0.033 pp | 0.20% +0.014 pp | USD92.21 -5.3% | 23 qtrs — |
| 38 | GUINNESS ASSET MANAGEMENT LTD | 2.12M +206.8K (+10.8%) | 186.31M +11.7M (+6.7%) | 0.54% +0.054 pp | 3.02% +0.241 pp | USD74.24 +17.7% | 23 qtrs — |
| 39 | PRIMECAP MANAGEMENT CO/CA/ | 2.09M -282.0K (-11.9%) | 182.79M -34.3M (-15.8%) | 0.53% -0.070 pp | 0.14% -0.028 pp | USD73.24 +19.3% | 23 qtrs — |
| 40 | AMUNDI | 2.02M +375.1K (+22.8%) | 176.22M +27.1M (+18.1%) | 0.51% +0.097 pp | 0.05% 0.000 pp | USD89.75 -2.7% | 19 qtrs — |
| 41 | UBS GROUP AG | 1.91M -73.9K (-3.7%) | 167.10M -14.6M (-8.0%) | 0.49% -0.017 pp | 0.03% -0.001 pp | USD89.90 -2.8% | 23 qtrs — |
| 42 | DIMENSIONAL FUND ADVISORS LP | 1.89M +10.8K (+0.6%) | 164.71M -6.7M (-3.9%) | 0.48% +0.005 pp | 0.03% -0.002 pp | USD59.62 +46.5% | 23 qtrs — |
| 43 | LONDON CO OF VIRGINIA | 1.85M -125.0K (-6.3%) | 161.23M -19.0M (-10.5%) | 0.47% -0.030 pp | 0.93% -0.065 pp | USD70.79 +23.4% | 20 qtrs — |
| 44 | DEUTSCHE BANK AG\ | 1.84M +281.0K (+18.0%) | 160.77M +18.2M (+12.8%) | 0.47% +0.073 pp | 0.05% +0.005 pp | USD82.58 +5.8% | 23 qtrs — |
| 45 | USS INVESTMENT MANAGEMENT LTD | 1.70M +156.5K (+10.1%) | 148.68M +7.4M (+5.2%) | 0.43% +0.041 pp | 0.69% +0.049 pp | USD84.42 +3.5% | 23 qtrs — |
| 46 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.49M +1.3M (+606.4%) | 130.08M +110.8M (+574.8%) | 0.38% +0.325 pp | 0.13% +0.112 pp | USD89.00 -1.9% | 5 qtrs — |
| 47 | RUSSELL INVESTMENTS GROUP, LTD. | 1.41M -262.0K (-15.7%) | 123.28M -29.7M (-19.4%) | 0.36% -0.065 pp | 0.13% -0.039 pp | USD78.27 +11.6% | 23 qtrs — |
| 48 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.35M +168.2K (+14.2%) | 118.05M +9.9M (+9.1%) | 0.34% +0.044 pp | 0.41% +0.052 pp | USD90.34 -3.3% | 12 qtrs — |
| 49 | LAZARD FRERES GESTION S.A.S. | 1.31M +235.3K (+21.9%) | 114.36M +16.2M (+16.5%) | 0.33% +0.061 pp | 2.06% +0.191 pp | USD83.60 +4.5% | 21 qtrs — |
| 50 | RENAISSANCE TECHNOLOGIES LLC | 1.30M +759.7K (+141.5%) | 113.26M +64.2M (+130.7%) | 0.33% +0.194 pp | 0.18% +0.111 pp | USD92.03 -5.1% | 5 qtrs — |
| 51 | MAN GROUP PLC | 1.27M +565.9K (+80.2%) | 111.04M +46.6M (+72.2%) | 0.32% +0.144 pp | 0.19% +0.077 pp | USD91.34 -4.4% | 23 qtrs — |
| 52 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.26M +26.7K (+2.2%) | 110.01M -2.7M (-2.4%) | 0.32% +0.008 pp | 0.42% -0.023 pp | USD86.72 +0.7% | 21 qtrs — |
| 53 | FUNDSMITH INVESTMENT SERVICES LTD. | 1.25M -392.6K (-23.9%) | 109.32M -41.0M (-27.3%) | 0.32% -0.098 pp | 2.00% -0.343 pp | USD66.43 +31.5% | 14 qtrs — |
| 54 | BROWN BROTHERS HARRIMAN & CO | 1.22M -486.6K (-28.6%) | 106.21M -49.5M (-31.8%) | 0.31% -0.122 pp | 0.58% -0.369 pp | USD96.14 -9.1% | 23 qtrs — |
| 55 | ASSENAGON ASSET MANAGEMENT S.A. | 1.20M +646.8K (+116.6%) | 104.97M +54.2M (+106.9%) | 0.31% +0.165 pp | 0.14% +0.075 pp | USD93.76 -6.8% | 19 qtrs — |
| 56 | BARCLAYS PLC | 1.15M +281.3K (+32.4%) | 100.35M +10.2M (+11.3%) | 0.29% +0.072 pp | 0.02% +0.001 pp | USD90.49 -3.5% | 16 qtrs — |
| 57 | SCHARF INVESTMENTS, LLC | 1.15M +344.4K (+43.0%) | 100.02M +26.8M (+36.6%) | 0.29% +0.088 pp | 2.69% +0.847 pp | USD90.20 -3.2% | 2 qtrs — |
| 58 | CLEARBRIDGE INVESTMENTS, LLC | 1.12M -35.2K (-3.1%) | 97.42M -7.8M (-7.4%) | 0.28% -0.008 pp | 0.08% -0.001 pp | USD58.66 +48.9% | 23 qtrs — |
| 59 | SWISS NATIONAL BANK | 1.08M -62.1K (-5.5%) | 93.96M -10.1M (-9.7%) | 0.27% -0.015 pp | 0.06% -0.004 pp | USD63.46 +37.6% | 23 qtrs — |
| 60 | BANK OF MONTREAL /CAN/ | 1.07M +768.9K (+252.0%) | 93.81M +65.9M (+236.3%) | 0.27% +0.196 pp | 0.03% +0.022 pp | USD88.31 -1.1% | 23 qtrs — |
| 61 | INDEPENDENT FRANCHISE PARTNERS LLP | 1.06M -34.3K (-3.1%) | 92.95M -7.5M (-7.4%) | 0.27% -0.008 pp | 0.59% -0.071 pp | USD91.43 -4.5% | 2 qtrs — |
| 62 | WORLDQUANT MILLENNIUM ADVISORS LLC | 1.04M +1.0M (+100.0%) | 91.17M +91.2M (+100.0%) | 0.27% +0.265 pp | 0.35% +0.354 pp | USD87.35 +0.0% | 3 qtrs — |
| 63 | CITIGROUP INC | 1.04M +337.7K (+48.0%) | 90.95M +26.6M (+41.4%) | 0.26% +0.086 pp | 0.04% +0.012 pp | USD89.49 -2.4% | 24 qtrs — |
| 64 | ROYAL BANK OF CANADA | 997.1K +20.2K (+2.1%) | 87.09M -2.2M (-2.5%) | 0.25% +0.006 pp | 0.01% -0.001 pp | USD91.34 -4.4% | 23 qtrs — |
| 65 | PICTET ASSET MANAGEMENT HOLDING SA | 942.2K +39.4K (+4.4%) | 82.30M -240.0K (-0.3%) | 0.24% +0.011 pp | 0.08% +0.000 pp | USD81.45 +7.2% | 10 qtrs — |
| 66 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 882.9K -30.9K (-3.4%) | 77.12M -6.4M (-7.7%) | 0.22% -0.007 pp | 0.05% -0.003 pp | USD61.81 +41.3% | 23 qtrs — |
| 67 | HSBC HOLDINGS PLC | 870.0K +165.0K (+23.4%) | 76.04M +11.6M (+18.0%) | 0.22% +0.043 pp | 0.04% +0.003 pp | USD82.87 +5.4% | 23 qtrs — |
| 68 | CITADEL ADVISORS LLC | 868.0K -255.2K (-22.7%) | 75.82M -26.9M (-26.2%) | 0.22% -0.064 pp | 0.01% -0.004 pp | USD99.62 -12.3% | 23 qtrs — |
| 69 | NUVEEN, LLC | 859.3K -85.4K (-9.0%) | 75.06M -11.3M (-13.1%) | 0.22% -0.021 pp | 0.02% -0.003 pp | USD102.85 -15.1% | 4 qtrs — |
| 70 | VICTORY CAPITAL MANAGEMENT INC | 821.9K -7.9K (-0.9%) | 71.79M -4.1M (-5.4%) | 0.21% -0.001 pp | 0.04% -0.004 pp | USD85.21 +2.5% | 23 qtrs — |
| 71 | RHUMBLINE ADVISERS | 791.8K -22.8K (-2.8%) | 69.16M -5.3M (-7.1%) | 0.20% -0.005 pp | 0.06% -0.004 pp | USD65.21 +34.0% | 23 qtrs — |
| 72 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 764.8K +686.3K (+874.2%) | 66.81M +59.6M (+830.7%) | 0.19% +0.174 pp | 0.08% +0.058 pp | USD86.67 +0.8% | 23 qtrs — |
| 73 | FIFTHDELTA LTD | 761.1K +310.0K (+68.7%) | 66.48M +25.2M (+61.2%) | 0.19% +0.079 pp | 13.97% +1.074 pp | USD89.77 -2.7% | 2 qtrs — |
| 74 | GATES CAPITAL MANAGEMENT, INC. | 758.0K -355.9K (-31.9%) | 66.21M -35.6M (-35.0%) | 0.19% -0.089 pp | 1.74% -0.079 pp | USD68.84 +26.9% | 24 qtrs — |
| 75 | ENGINEERS GATE MANAGER LP | 727.4K +630.9K (+654.2%) | 63.54M +54.7M (+620.5%) | 0.18% +0.160 pp | 0.75% +0.653 pp | USD88.90 -1.7% | 23 qtrs — |
| 76 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 724.1K +136.4K (+23.2%) | 63.25M +9.5M (+17.7%) | 0.18% +0.035 pp | 0.04% +0.003 pp | USD98.44 -11.3% | 4 qtrs — |
| 77 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 718.9K +208.8K (+40.9%) | 62.79M +16.2M (+34.6%) | 0.18% +0.054 pp | 0.49% +0.016 pp | USD94.53 -7.6% | 5 qtrs — |
| 78 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 704.9K +4.6K (+0.7%) | 61.57M -2.5M (-3.8%) | 0.18% +0.002 pp | 0.04% -0.003 pp | USD80.12 +9.0% | 23 qtrs — |
| 79 | HIGHTOWER ADVISORS, LLC | 703.2K -40.5K (-5.4%) | 61.42M -6.6M (-9.7%) | 0.18% -0.010 pp | 0.07% -0.010 pp | USD80.27 +8.8% | 23 qtrs — |
| 80 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 643.8K -23.7K (-3.6%) | 56.24M -4.8M (-7.9%) | 0.16% -0.005 pp | 0.06% -0.006 pp | USD60.43 +44.5% | 23 qtrs — |
| 81 | GFI INVESTMENT COUNSEL LTD. | 641.0K -4.5K (-0.7%) | 55.99M -3.0M (-5.1%) | 0.16% -0.001 pp | 5.97% -0.173 pp | USD91.43 -4.5% | 2 qtrs — |
| 82 | FISHER ASSET MANAGEMENT, LLC | 624.0K -24.9K (-3.8%) | 54.51M -4.8M (-8.1%) | 0.16% -0.006 pp | 0.02% -0.003 pp | USD61.04 +43.1% | 23 qtrs — |
| 83 | NATIONAL PENSION SERVICE | 616.1K -18.8K (-3.0%) | 53.82M -4.2M (-7.3%) | 0.16% -0.004 pp | 0.04% -0.005 pp | USD77.64 +12.5% | 23 qtrs — |
| 84 | CANADA PENSION PLAN INVESTMENT BOARD | 599.0K -152.1K (-20.2%) | 52.32M -16.3M (-23.8%) | 0.15% -0.038 pp | 0.04% -0.013 pp | USD93.29 -6.4% | 23 qtrs — |
| 85 | CLEAN ENERGY TRANSITION LLP | 595.6K -74.1K (-11.1%) | 52.03M -9.2M (-15.0%) | 0.15% -0.018 pp | 4.34% -0.156 pp | USD95.16 -8.2% | 3 qtrs — |
| 86 | PRICE T ROWE ASSOCIATES INC /MD/ | 592.0K -7.9K (-1.3%) | 51.71M -3.1M (-5.7%) | 0.15% -0.002 pp | 0.01% 0.000 pp | USD69.00 +26.6% | 23 qtrs — |
| 87 | WELLS FARGO & COMPANY/MN | 591.5K -35.6K (-5.7%) | 51.67M -5.7M (-9.9%) | 0.15% -0.009 pp | 0.01% -0.002 pp | USD68.89 +26.8% | 23 qtrs — |
| 88 | BNP PARIBAS ARBITRAGE, SNC | 586.7K +92.6K (+18.7%) | 51.25M +6.1M (+13.4%) | 0.15% +0.024 pp | 0.02% -0.001 pp | USD91.78 -4.8% | 5 qtrs — |
| 89 | TWO SIGMA INVESTMENTS, LP | 574.1K -256.4K (-30.9%) | 50.15M -25.8M (-34.0%) | 0.15% -0.064 pp | 0.07% -0.042 pp | USD99.54 -12.2% | 23 qtrs — |
| 90 | NEUBERGER BERMAN GROUP LLC | 564.4K -25.8K (-4.4%) | 49.35M -4.6M (-8.6%) | 0.14% -0.006 pp | 0.04% -0.003 pp | USD65.14 +34.1% | 23 qtrs — |
| 91 | — | 557.4K +557.4K (+100.0%) | 49.06M +49.1M (+100.0%) | 0.14% +0.142 pp | 0.14% +0.139 pp | USD87.35 +0.0% | 1 qtrs NEW |
| 92 | ANCHOR CAPITAL ADVISORS LLC | 543.9K -18.1K (-3.2%) | 47.51M -3.9M (-7.5%) | 0.14% -0.004 pp | 1.38% -0.110 pp | USD88.46 -1.3% | 15 qtrs — |
| 93 | GREAT LAKES ADVISORS, LLC | 533.6K +180.4K (+51.1%) | 46.61M +14.3M (+44.3%) | 0.14% +0.046 pp | 0.38% +0.111 pp | USD90.12 -3.1% | 11 qtrs — |
| 94 | HRT FINANCIAL LP | 531.4K +136.2K (+34.5%) | 46.42M +10.3M (+28.5%) | 0.14% +0.035 pp | 0.15% +0.014 pp | USD96.33 -9.3% | 7 qtrs — |
| 95 | SEI INVESTMENTS CO | 521.3K +112.3K (+27.5%) | 45.54M +8.1M (+21.8%) | 0.13% +0.029 pp | 0.05% +0.005 pp | USD89.72 -2.6% | 23 qtrs — |
| 96 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 511.9K -48.2K (-8.6%) | 44.71M -6.5M (-12.7%) | 0.13% -0.012 pp | 0.07% -0.006 pp | USD70.38 +24.1% | 23 qtrs — |
| 97 | SG AMERICAS SECURITIES, LLC | 499.2K +495.2K (+12,345.2%) | 43.60M +43.2M (+11,780.9%) | 0.13% +0.126 pp | 0.06% +0.054 pp | USD87.48 -0.1% | 23 qtrs — |
| 98 | FIRST TRUST ADVISORS LP | 492.9K -21.6K (-4.2%) | 43.05M -4.0M (-8.5%) | 0.13% -0.005 pp | 0.03% -0.004 pp | USD89.37 -2.3% | 23 qtrs — |
| 99 | JUMP FINANCIAL, LLC | 477.8K +232.8K (+95.0%) | 41.74M +19.3M (+86.3%) | 0.12% +0.059 pp | 0.51% +0.245 pp | USD92.07 -5.1% | 11 qtrs — |
| 100 | J. STERN & CO. LLP | 38.62M +38.2M (+8,654.2%) | 38.62M -1.7M (-4.3%) | 9.81% +9.698 pp | 3.29% +0.239 pp | USD87.42 -0.1% | 9 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Leatherback Long/Short Alternative Yield ETF LBAY | 3.06% | 623.4K | 1.27% |
| 2 | Franklin ClearBridge Enhanced Income ETF YLDE | 2.44% | 4.01M | 0.47% |
| 3 | VanEck Morningstar US ESG Wide Moat UCITS ETF MOAT.L | 2.39% | 8.82M | 0.49% |
| 4 | VanEck - Morningstar Wide Moat ETF MOAT.AX | 2.24% | 13.62M | 0.49% |
| 5 | VanEck Morningstar Wide Moat ETF MOAT | 2.23% | 262.97M | 0.46% |
| 6 | SmartETFs Dividend Builder ETF DIVS | 2.23% | 880.0K | 0.98% |
| 7 | Amundi EURO STOXX 50 Daily (-2x) Inverse UCITS ETF Acc BXX.PA | 2.13% | 558.6K | 0.60% |
| 8 | Invesco Bloomberg Pricing Power ETF POWA | 2.00% | 3.50M | 0.40% |
| 9 | Impax Global Infrastructure ETF BLDX | 1.98% | 2.07M | 0.60% |
| 10 | Invesco Bloomberg Analyst Rating Improvers ETF UPGD | 1.95% | 2.33M | 0.40% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | WALKER JOHN H | Director | A-Award | A | Deferred Stock Units | 4,806 | 0.00 | — | 34,457 | D | ↗ |
| 2026-05-27 | Stewart Shelley JR | Director | A-Award | A | Deferred Stock Units | 2,591 | 0.00 | — | 18,601 | D | ↗ |
| 2026-05-27 | PRESTON MARGARET M V | Director | A-Award | A | Deferred Stock Units | 4,597 | 0.00 | — | 25,777 | D | ↗ |
| 2026-05-27 | KEARNEY CHRISTOPHER J | Director | A-Award | A | Deferred Stock Units | 2,591 | 0.00 | — | 19,544 | D | ↗ |
| 2026-05-27 | Hannan Kathy Hopinkah | Director | A-Award | A | Deferred Stock Units | 2,758 | 0.00 | — | 18,958 | D | ↗ |
| 2026-05-27 | Connors Nelda J | Director | A-Award | A | Deferred Stock Units | 2,716 | 0.00 | — | 14,414 | D | ↗ |
| 2026-05-27 | Brannon Jill | Director | A-Award | A | Deferred Stock Units | 4,527 | 0.00 | — | 13,624 | D | ↗ |
| 2026-05-27 | Black Jeffrey Harry | Director | A-Award | A | Deferred Stock Units | 2,800 | 0.00 | — | 19,498 | D | ↗ |
| 2026-05-27 | Bartlett Thomas A | Director | A-Award | A | Deferred Stock Units | 2,716 | 0.00 | — | 8,174 | D | ↗ |
| 2026-05-07 | Lefebure Thibault Pierre Marie | Officer | S-Sale | D | Common Stock | 1,628 | 76.89 | 125.2K | 4,008 | D | ↗ |
| 2026-03-02 | Lopez Nicolas Eduardo | Officer | A-Award | A | Restricted Stock Units | 4,685 | 0.00 | — | 4,685 | D | ↗ |
| 2026-03-01 | Lopez Nicolas Eduardo | Officer | — | — | Common Stock | 0 | 0.00 | — | 4,444 | D | ↗ |
| 2026-03-01 | Loh Sally | Officer | M-Exempt | A | Common Stock | 1,256 | 0.00 | — | 45,771 | D | ↗ |
| 2026-02-12 | de Montlivault Stephane | Officer | S-Sale | D | Common Stock | 47,944 | 92.25 | 4.42M | 29,176 | D | ↗ |
| 2026-02-10 | Ryan Michael Patrick | Officer | S-Sale | D | Common Stock | 1,182 | 90.06 | 106.4K | 3,504 | D | ↗ |
| 2026-02-10 | LaFreniere Nora E. | Officer | D-Return | D | Common Stock | 3,314 | 90.38 | 299.5K | 41,298 | D | ↗ |
| 2026-02-07 | de Montlivault Stephane | Officer | M-Exempt | A | Common Stock | 1,620 | 0.00 | — | 77,120 | D | ↗ |
| 2026-02-07 | Zheng Peiming | Officer | M-Exempt | D | Restricted Stock Units | 1,476 | 0.00 | — | 0 | D | ↗ |
| 2026-02-07 | Ryan Michael Patrick | Officer | M-Exempt | A | Common Stock | 344 | 0.00 | — | 4,786 | D | ↗ |
| 2026-02-07 | Mendez Echevarria Maria Cristina | Officer | M-Exempt | D | Restricted Stock Units | 340 | 0.00 | — | 0 | D | ↗ |
| 2026-02-07 | Marks Judith Fran | Officer | F-InKind | D | Common Stock | 5,318 | 89.85 | 477.8K | 244,063 | D | ↗ |
| 2026-02-07 | Loh Sally | Officer | M-Exempt | A | Common Stock | 330 | 0.00 | — | 44,515 | D | ↗ |
| 2026-02-07 | Lefebure Thibault Pierre Marie | Officer | M-Exempt | A | Common Stock | 254 | 0.00 | — | 5,741 | D | ↗ |
| 2026-02-07 | LaFreniere Nora E. | Officer | M-Exempt | D | Restricted Stock Units | 1,620 | 0.00 | — | 0 | D | ↗ |
| 2026-02-07 | Green Neil | Officer | F-InKind | D | Common Stock | 184 | 89.85 | 16.5K | 7,466 | D | ↗ |
| 2026-02-07 | Gosk Kimberly Shannon | Officer | M-Exempt | A | Common Stock | 322 | 0.00 | — | 7,549 | D | ↗ |
| 2026-02-07 | Armas Joseph Jay | Officer | M-Exempt | D | Restricted Stock Units | 232 | 0.00 | — | 0 | D | ↗ |
| 2026-02-06 | de Montlivault Stephane | Officer | M-Exempt | A | Common Stock | 1,472 | 0.00 | — | 75,500 | D | ↗ |
| 2026-02-06 | Zheng Peiming | Officer | M-Exempt | A | Common Stock | 2,213 | 0.00 | — | 22,603 | D | ↗ |
| 2026-02-06 | Ryan Michael Patrick | Officer | M-Exempt | A | Common Stock | 349 | 0.00 | — | 4,544 | D | ↗ |
| 2026-02-06 | Minarro Viseras Enrique | Officer | M-Exempt | D | Restricted Stock Units | 2,453 | 0.00 | — | 2,462 | D | ↗ |
| 2026-02-06 | Mendez Echevarria Maria Cristina | Officer | M-Exempt | A | Common Stock | 302 | 0.00 | — | 9,169 | D | ↗ |
| 2026-02-06 | Marks Judith Fran | Officer | M-Exempt | D | Restricted Stock Units | 11,787 | 0.00 | — | 11,797 | D | ↗ |
| 2026-02-06 | Loh Sally | Officer | M-Exempt | D | Restricted Stock Units | 1,570 | 0.00 | — | 1,579 | D | ↗ |
| 2026-02-06 | Lefebure Thibault Pierre Marie | Officer | M-Exempt | D | Restricted Stock Units | 224 | 0.00 | — | 232 | D | ↗ |
| 2026-02-06 | LaFreniere Nora E. | Officer | F-InKind | D | Common Stock | 616 | 89.85 | 55.3K | 38,636 | D | ↗ |
| 2026-02-06 | Green Neil | Officer | M-Exempt | D | Restricted Stock Units | 685 | 0.00 | — | 694 | D | ↗ |
| 2026-02-06 | Gosk Kimberly Shannon | Officer | F-InKind | D | Common Stock | 88 | 89.85 | 7.9K | 7,227 | D | ↗ |
| 2026-02-06 | Armas Joseph Jay | Officer | M-Exempt | A | Common Stock | 283 | 0.00 | — | 1,627 | D | ↗ |
| 2026-02-05 | Marks Judith Fran | Director / Officer | S-Sale | D | Common Stock | 56,107 | 90.89 | 5.10M | 231,072 | D | ↗ |
| 2026-02-04 | de Montlivault Stephane | Officer | M-Exempt | A | Common Stock | 2,166 | 0.00 | — | 74,028 | D | ↗ |
| 2026-02-04 | Zheng Peiming | Officer | M-Exempt | A | Common Stock | 3,250 | 0.00 | — | 21,897 | D | ↗ |
| 2026-02-04 | Ryan Michael Patrick | Officer | F-InKind | D | Common Stock | 167 | 90.37 | 15.1K | 4,195 | D | ↗ |
| 2026-02-04 | Minarro Viseras Enrique | Officer | M-Exempt | D | Restricted Stock Units | 3,973 | 0.00 | — | 7,952 | D | ↗ |
| 2026-02-04 | Mendez Echevarria Maria Cristina | Officer | F-InKind | D | Common Stock | 1,699 | 90.37 | 153.5K | 8,867 | D | ↗ |
| 2026-02-04 | Marks Judith Fran | Director / Officer | M-Exempt | A | Common Stock | 191,799 | 63.92 | 12.26M | 422,871 | D | ↗ |
| 2026-02-04 | Loh Sally | Officer | M-Exempt | A | Common Stock | 2,528 | 0.00 | — | 42,615 | D | ↗ |
| 2026-02-04 | Lefebure Thibault Pierre Marie | Officer | M-Exempt | D | Restricted Stock Units | 315 | 0.00 | — | 639 | D | ↗ |
| 2026-02-04 | LaFreniere Nora E. | Officer | F-InKind | D | Common Stock | 793 | 90.37 | 71.7K | 37,635 | D | ↗ |
| 2026-02-04 | Green Neil | Officer | M-Exempt | D | Restricted Stock Units | 1,155 | 0.00 | — | 2,314 | D | ↗ |
| 2026-02-04 | Gosk Kimberly Shannon | Officer | M-Exempt | A | Common Stock | 445 | 0.00 | — | 7,149 | D | ↗ |
| 2026-02-04 | Armas Joseph Jay | Officer | M-Exempt | D | Restricted Stock Units | 431 | 0.00 | — | 870 | D | ↗ |
| 2026-02-03 | de Montlivault Stephane | Officer | A-Award | A | Common Stock | 7,931 | 0.00 | — | 71,862 | D | ↗ |
| 2026-02-03 | Zheng Peiming | Officer | A-Award | A | Common Stock | 7,931 | 0.00 | — | 20,147 | D | ↗ |
| 2026-02-03 | Ryan Michael Patrick | Officer | A-Award | A | Restricted Stock Units | 1,657 | 0.00 | — | 1,657 | D | ↗ |
| 2026-02-03 | Minarro Viseras Enrique | Officer | F-InKind | D | Common Stock | 6,357 | 87.16 | 554.1K | 29,017 | D | ↗ |
| 2026-02-03 | Mendez Echevarria Maria Cristina | Officer | A-Award | A | Restricted Stock Units | 14,771 | 0.00 | — | 14,771 | D | ↗ |
| 2026-02-03 | Marks Judith Fran | Director / Officer | A-Award | A | Common Stock | 58,169 | 0.00 | — | 279,781 | D | ↗ |
| 2026-02-03 | Loh Sally | Officer | A-Award | A | Common Stock | 6,156 | 0.00 | — | 40,087 | D | ↗ |
| 2026-02-03 | Lefebure Thibault Pierre Marie | Officer | F-InKind | D | Common Stock | 499 | 87.16 | 43.5K | 5,040 | D | ↗ |
| 2026-02-03 | LaFreniere Nora E. | Officer | A-Award | A | Restricted Stock Units | 8,057 | 0.00 | — | 8,057 | D | ↗ |
| 2026-02-03 | Green Neil | Officer | F-InKind | D | Common Stock | 976 | 87.16 | 85.1K | 5,758 | D | ↗ |
| 2026-02-03 | Gosk Kimberly Shannon | Officer | F-InKind | D | Common Stock | 543 | 87.16 | 47.3K | 6,704 | D | ↗ |
| 2026-02-03 | Armas Joseph Jay | Officer | F-InKind | D | Common Stock | 333 | 87.16 | 29.0K | 1,037 | D | ↗ |
| 2026-02-02 | Green Neil | Officer | S-Sale | D | Common Stock | 6,000 | 86.45 | 518.7K | 3,773 | D | ↗ |
| 2026-01-16 | Lefebure Thibault Pierre Marie | Officer | — | — | Stock Appreciation Rights | 883 | 81.85 | 72.3K | 0 | D | ↗ |
| 2025-12-03 | Zheng Peiming | Officer | F-InKind | D | Common Stock | 185 | 86.94 | 16.1K | 12,216 | D | ↗ |
| 2025-12-03 | Ryan Michael Patrick | Officer | M-Exempt | D | Restricted Stock Units | 23 | 0.00 | — | 664 | D | ↗ |
| 2025-11-05 | Ryan Michael Patrick | Officer | M-Exempt | A | Common Stock | 10,000 | 63.92 | 639.2K | 12,628 | D | ↗ |
| 2025-11-01 | Minarro Viseras Enrique | Officer | M-Exempt | A | Common Stock | 2,732 | 0.00 | — | 14,207 | D | ↗ |
| 2025-10-02 | Mendez Echevarria Maria Cristina | Officer | M-Exempt | A | Common Stock | 1,099 | 0.00 | — | 5,665 | D | ↗ |
| 2025-09-02 | Gosk Kimberly Shannon | Officer | A-Award | A | Restricted Stock Units | 2,750 | 0.00 | — | 2,750 | D | ↗ |
| 2025-08-23 | Mendez Echevarria Maria Cristina | Officer | M-Exempt | A | Common Stock | 2,092 | 0.00 | — | 5,386 | D | ↗ |
| 2025-08-01 | Gosk Kimberly Shannon | Officer | — | — | Stock Appreciation Rights | 3,287 | 91.94 | 302.2K | 0 | D | ↗ |
| 2025-07-23 | LaFreniere Nora E. | Officer | M-Exempt | A | Common Stock | 10,435 | 0.00 | — | 35,362 | D | ↗ |
| 2025-06-02 | Armas Joseph Jay | Officer | A-Award | A | Restricted Stock Units | 4,947 | 0.00 | — | 4,947 | D | ↗ |
| 2025-05-15 | WALKER JOHN H | Director | A-Award | A | Deferred Stock Units | 3,525 | 0.00 | — | 29,091 | D | ↗ |
| 2025-05-15 | Stewart Shelley JR | Director | A-Award | A | Deferred Stock Units | 1,901 | 0.00 | — | 15,707 | D | ↗ |
| 2025-05-15 | PRESTON MARGARET M V | Director | A-Award | A | Deferred Stock Units | 3,372 | 0.00 | — | 20,781 | D | ↗ |
| 2025-05-15 | KEARNEY CHRISTOPHER J | Director | A-Award | A | Deferred Stock Units | 1,901 | 0.00 | — | 16,634 | D | ↗ |
| 2025-05-15 | Jejurikar Shailesh | Director | A-Award | A | Deferred Stock Units | 3,372 | 0.00 | — | 26,838 | D | ↗ |
| 2025-05-15 | Hannan Kathy Hopinkah | Director | A-Award | A | Deferred Stock Units | 1,993 | 0.00 | — | 15,894 | D | ↗ |
| 2025-05-15 | Connors Nelda J | Director | A-Award | A | Deferred Stock Units | 3,321 | 0.00 | — | 11,477 | D | ↗ |
| 2025-05-15 | Brannon Jill | Director | A-Award | A | Deferred Stock Units | 3,321 | 0.00 | — | 8,925 | D | ↗ |
| 2025-05-15 | Black Jeffrey Harry | Director | A-Award | A | Deferred Stock Units | 2,054 | 0.00 | — | 16,383 | D | ↗ |
| 2025-05-15 | Bartlett Thomas A | Director | A-Award | A | Deferred Stock Units | 1,993 | 0.00 | — | 5,355 | D | ↗ |
| 2025-05-01 | Armas Joseph Jay | Officer | — | — | Stock Appreciation Rights | 2,625 | 91.94 | 241.3K | 0 | D | ↗ |
| 2025-03-10 | de Montlivault Stephane | Officer | M-Exempt | A | Common Stock | 16,250 | 81.85 | 1.33M | 83,218 | D | ↗ |
| 2025-03-01 | Zheng Peiming | Officer | F-InKind | D | Common Stock | 137 | 99.78 | 13.7K | 6,801 | D | ↗ |
| 2025-03-01 | Mendez Echevarria Maria Cristina | Officer | M-Exempt | D | Restricted Stock Units | 838 | 0.00 | — | 0 | D | ↗ |
| 2025-03-01 | Loh Sally | Officer | M-Exempt | A | Common Stock | 1,228 | 0.00 | — | 32,345 | D | ↗ |
| 2025-02-13 | de Montlivault Stephane | Officer | D-Return | D | Common Stock | 29,108 | 97.24 | 2.83M | 84,438 | D | ↗ |
| 2025-02-10 | Marks Judith Fran | Officer | S-Sale | D | Common Stock | 28,440 | 95.77 | 2.72M | 230,153 | D | ↗ |
| 2025-02-10 | LaFreniere Nora E. | Officer | S-Sale | D | Common Stock | 1,700 | 95.91 | 163.0K | 24,927 | D | ↗ |
| 2025-02-07 | de Montlivault Stephane | Officer | M-Exempt | A | Common Stock | 1,580 | 0.00 | — | 78,588 | D | ↗ |
| 2025-02-07 | Zheng Peiming | Officer | F-InKind | D | Common Stock | 700 | 94.83 | 66.4K | 6,628 | D | ↗ |
| 2025-02-07 | Ryan Michael Patrick | Officer | M-Exempt | D | Restricted Stock Units | 373 | 0.00 | — | 337 | D | ↗ |
| 2025-02-07 | Mendez Echevarria Maria Cristina | Officer | M-Exempt | D | Restricted Stock Units | 323 | 0.00 | — | 334 | D | ↗ |
| 2025-02-07 | Marks Judith Fran | Officer | M-Exempt | A | Common Stock | 11,612 | 0.00 | — | 263,841 | D | ↗ |
| 2025-02-07 | Luersman Abbe | Officer | M-Exempt | D | Restricted Stock Units | 1,370 | 0.00 | — | 1,378 | D | ↗ |
| 2025-02-07 | Loh Sally | Officer | M-Exempt | D | Restricted Stock Units | 313 | 0.00 | — | 324 | D | ↗ |
| 2025-02-07 | LaFreniere Nora E. | Officer | F-InKind | D | Common Stock | 733 | 94.83 | 69.5K | 26,627 | D | ↗ |
| 2025-02-07 | Green Neil | Officer | F-InKind | D | Common Stock | 178 | 94.83 | 16.9K | 9,773 | D | ↗ |
| 2025-02-06 | de Montlivault Stephane | Officer | M-Exempt | A | Common Stock | 1,445 | 0.00 | — | 77,008 | D | ↗ |
| 2025-02-06 | Zheng Peiming | Officer | M-Exempt | A | Common Stock | 2,170 | 0.00 | — | 6,747 | D | ↗ |
| 2025-02-06 | Ryan Michael Patrick | Officer | M-Exempt | A | Common Stock | 335 | 0.00 | — | 2,489 | D | ↗ |
| 2025-02-06 | Minarro Viseras Enrique | Officer | M-Exempt | D | Restricted Stock Units | 2,411 | 0.00 | — | 4,828 | D | ↗ |
| 2025-02-06 | Mendez Echevarria Maria Cristina | Officer | M-Exempt | A | Common Stock | 295 | 0.00 | — | 2,704 | D | ↗ |
| 2025-02-06 | Marks Judith Fran | Officer | M-Exempt | A | Common Stock | 11,580 | 0.00 | — | 257,463 | D | ↗ |
| 2025-02-06 | Luersman Abbe | Officer | M-Exempt | A | Common Stock | 1,445 | 0.00 | — | 16,763 | D | ↗ |
| 2025-02-06 | Loh Sally | Officer | M-Exempt | D | Restricted Stock Units | 1,540 | 0.00 | — | 3,093 | D | ↗ |
| 2025-02-06 | LaFreniere Nora E. | Officer | M-Exempt | A | Common Stock | 1,590 | 0.00 | — | 26,517 | D | ↗ |
| 2025-02-06 | Green Neil | Officer | M-Exempt | A | Common Stock | 672 | 0.00 | — | 9,565 | D | ↗ |
| 2025-02-06 | Embree Tracy A | Officer | M-Exempt | D | Restricted Stock Units | 2,411 | 0.00 | — | 4,828 | D | ↗ |
| 2025-02-05 | Marks Judith Fran | Director / Officer | M-Exempt | D | Stock Appreciation Right | 101,096 | 67.83 | 6.86M | 0 | D | ↗ |
| 2025-02-05 | LaFreniere Nora E. | Officer | S-Sale | D | Common Stock | 4,775 | 94.41 | 450.8K | 24,927 | D | ↗ |
| 2025-02-04 | de Montlivault Stephane | Officer | A-Award | A | Restricted Stock Units | 6,390 | 0.00 | — | 6,390 | D | ↗ |
| 2025-02-04 | Zheng Peiming | Officer | F-InKind | D | Common Stock | 3,192 | 94.43 | 301.4K | 4,577 | D | ↗ |
| 2025-02-04 | Ryan Michael Patrick | Officer | A-Award | A | Common Stock | 1,785 | 0.00 | — | 2,790 | D | ↗ |
| 2025-02-04 | Minarro Viseras Enrique | Officer | A-Award | A | Restricted Stock Units | 11,715 | 0.00 | — | 11,715 | D | ↗ |
| 2025-02-04 | Mendez Echevarria Maria Cristina | Officer | A-Award | A | Restricted Stock Units | 12,780 | 0.00 | — | 12,780 | D | ↗ |
| 2025-02-04 | Marks Judith Fran | Director / Officer | F-InKind | D | Common Stock | 12,087 | 94.43 | 1.14M | 255,455 | D | ↗ |
| 2025-02-04 | Luersman Abbe | Officer | A-Award | A | Restricted Stock Units | 6,390 | 0.00 | — | 6,390 | D | ↗ |
| 2025-02-04 | Loh Sally | Officer | A-Award | A | Restricted Stock Units | 7,455 | 0.00 | — | 7,455 | D | ↗ |
| 2025-02-04 | LaFreniere Nora E. | Officer | A-Award | A | Restricted Stock Units | 7,455 | 0.00 | — | 7,455 | D | ↗ |
| 2025-02-04 | Green Neil | Officer | F-InKind | D | Common Stock | 913 | 94.43 | 86.2K | 8,893 | D | ↗ |
| 2025-02-04 | Embree Tracy A | Officer | A-Award | A | Restricted Stock Units | 10,650 | 0.00 | — | 10,650 | D | ↗ |
| 2025-02-03 | de Montlivault Stephane | Officer | M-Exempt | D | Restricted Stock Units | 1,405 | 0.00 | — | 0 | D | ↗ |
| 2025-02-03 | Zheng Peiming | Officer | M-Exempt | A | Common Stock | 1,280 | 0.00 | — | 1,449 | D | ↗ |
| 2025-02-03 | Ryan Michael Patrick | Officer | M-Exempt | D | Restricted Stock Units | 352 | 0.00 | — | 0 | D | ↗ |
| 2025-02-03 | Mendez Echevarria Maria Cristina | Officer | M-Exempt | D | Restricted Stock Units | 293 | 0.00 | — | 0 | D | ↗ |
| 2025-02-03 | Marks Judith Fran | Director / Officer | M-Exempt | D | Restricted Stock Units | 10,372 | 0.00 | — | 0 | D | ↗ |
| 2025-02-03 | Luersman Abbe | Officer | F-InKind | D | Common Stock | 451 | 94.55 | 42.6K | 10,843 | D | ↗ |
| 2025-02-03 | Loh Sally | Officer | M-Exempt | A | Common Stock | 297 | 0.00 | — | 27,836 | D | ↗ |
| 2025-02-03 | LaFreniere Nora E. | Officer | M-Exempt | D | Restricted Stock Units | 1,509 | 0.00 | — | 0 | D | ↗ |
| 2025-02-03 | Green Neil | Officer | M-Exempt | D | Restricted Stock Units | 587 | 0.00 | — | 0 | D | ↗ |
| 2025-01-31 | Zheng Peiming | Officer | S-Sale | D | Common Stock | 17,293 | 95.74 | 1.66M | 15,570 | D | ↗ |
| 2024-12-03 | Zheng Peiming | Officer | A-Award | A | Restricted Stock Units | 29,810 | 0.00 | — | 29,810 | D | ↗ |
| 2024-12-02 | Zheng Peiming | Officer | M-Exempt | D | Restricted Stock Units | 26 | 0.00 | — | 587 | D | ↗ |
| 2024-12-02 | Ryan Michael Patrick | Officer | M-Exempt | D | Restricted Stock Units | 16 | 0.00 | — | 351 | D | ↗ |
| 2024-11-08 | Ryan Michael Patrick | Officer | F-InKind | D | Common Stock | 9,977 | 100.95 | 1.01M | 6,394 | D | ↗ |
| 2024-11-07 | Luersman Abbe | Officer | S-Sale | D | Common Stock | 9,000 | 101.02 | 909.2K | 9,992 | D | ↗ |
| 2024-11-01 | Minarro Viseras Enrique | Officer | M-Exempt | A | Common Stock | 2,687 | 0.00 | — | 2,687 | D | ↗ |
| 2024-11-01 | Embree Tracy A | Officer | F-InKind | D | Common Stock | 1,071 | 99.44 | 106.5K | 1,616 | D | ↗ |
| 2024-08-23 | Mendez Echevarria Maria Cristina | Officer | — | D | RSUs | 290 | 0.00 | — | 0 | — | ↗ |
| 2024-08-02 | Luersman Abbe | Officer | F-InKind | D | Common Stock | 4,669 | 94.29 | 440.2K | 18,992 | — | ↗ |
| 2024-07-23 | Marks Judith Fran | Director / Officer | A-Award | A | Restricted Stock Units | 102,691 | 0.00 | — | 102,691 | — | ↗ |
| 2024-07-23 | LaFreniere Nora E. | Officer | A-Award | A | Restricted Stock Units | 30,808 | 0.00 | — | 30,808 | — | ↗ |
| 2024-06-01 | Loh Sally | Officer | M-Exempt | A | Common Stock | 1,120 | 0.00 | — | 27,539 | — | ↗ |
| 2024-05-16 | WALKER JOHN H | Director | A-Award | A | Deferred Stock Units | 3,573 | 0.00 | — | 25,164 | — | ↗ |
| 2024-05-16 | Stewart Shelley JR | Director | A-Award | A | Deferred Stock Units | 1,926 | 0.00 | — | 13,590 | — | ↗ |
| 2024-05-16 | PRESTON MARGARET M V | Director | A-Award | A | Deferred Stock Units | 3,418 | 0.00 | — | 17,135 | — | ↗ |
| 2024-05-16 | KEARNEY CHRISTOPHER J | Director | A-Award | A | Deferred Stock Units | 3,210 | 0.00 | — | 14,501 | — | ↗ |
| 2024-05-16 | Jejurikar Shailesh | Director | A-Award | A | Deferred Stock Units | 3,418 | 0.00 | — | 23,097 | — | ↗ |
| 2024-05-16 | Hannan Kathy Hopinkah | Director | A-Award | A | Deferred Stock Units | 2,019 | 0.00 | — | 13,683 | — | ↗ |
| 2024-05-16 | Connors Nelda J | Director | A-Award | A | Deferred Stock Units | 3,366 | 0.00 | — | 8,028 | — | ↗ |
| 2024-05-16 | Brannon Jill | Director | A-Award | A | Deferred Stock Units | 3,366 | 0.00 | — | 5,516 | — | ↗ |
| 2024-05-16 | Black Jeffrey Harry | Director | A-Award | A | Deferred Stock Units | 2,082 | 0.00 | — | 14,104 | — | ↗ |
| 2024-05-16 | Bartlett Thomas A | Director | A-Award | A | Deferred Stock Units | 2,019 | 0.00 | — | 3,309 | — | ↗ |
| 2024-05-07 | Zheng Peiming | Officer | D-Return | D | Stock Appreciation Rights | 23,620 | 67.83 | 1.60M | 0 | — | ↗ |
| 2024-03-01 | Zheng Peiming | Officer | M-Exempt | A | Common Stock | 301 | 0.00 | — | 32,782 | — | ↗ |
| 2024-03-01 | Loh Sally | Officer | M-Exempt | D | Restricted Stock Units | 1,207 | 0.00 | — | 2,424 | — | ↗ |
| 2024-02-21 | de Montlivault Stephane | Officer | M-Exempt | A | Common Stock | 44,406 | 63.92 | 2.84M | 131,521 | — | ↗ |
| 2024-02-20 | Ryan Michael Patrick | Officer | S-Sale | D | Common Stock | 3,522 | 90.77 | 319.7K | 756 | — | ↗ |
| 2024-02-20 | LaFreniere Nora E. | Officer | M-Exempt | D | Stock Appreciation Rights | 8,938 | 50.58 | 452.1K | 0 | — | ↗ |
| 2024-02-07 | de Montlivault Stephane | Officer | M-Exempt | A | Common Stock | 1,556 | 0.00 | — | 67,274 | — | ↗ |
| 2024-02-07 | Zheng Peiming | Officer | F-InKind | D | Common Stock | 722 | 91.77 | 66.3K | 32,481 | — | ↗ |
| 2024-02-07 | Ryan Michael Patrick | Officer | M-Exempt | A | Common Stock | 361 | 0.00 | — | 4,392 | — | ↗ |
| 2024-02-07 | Marks Judith Fran | Director / Officer | M-Exempt | A | Common Stock | 11,433 | 0.00 | — | 203,752 | — | ↗ |
| 2024-02-07 | Maheshwari Anurag | Officer | M-Exempt | A | Common Stock | 2,701 | 0.00 | — | 33,813 | — | ↗ |
| 2024-02-07 | Luersman Abbe | Officer | M-Exempt | A | Common Stock | 1,349 | 0.00 | — | 13,892 | — | ↗ |
| 2024-02-07 | Loh Sally | Officer | M-Exempt | D | Restricted Stock Units | 309 | 0.00 | — | 627 | — | ↗ |
| 2024-02-07 | LaFreniere Nora E. | Officer | M-Exempt | A | Common Stock | 1,556 | 0.00 | — | 41,850 | — | ↗ |
| 2024-02-07 | Green Neil | Officer | M-Exempt | D | Restricted Stock Units | 578 | 0.00 | — | 1,168 | — | ↗ |
| 2024-02-06 | de Montlivault Stephane | Officer | A-Award | A | Stock Appreciation Rights | 16,164 | 91.94 | 1.49M | 16,164 | — | ↗ |
| 2024-02-06 | Zheng Peiming | Officer | A-Award | A | Stock Appreciation Rights | 24,246 | 91.94 | 2.23M | 24,246 | — | ↗ |
| 2024-02-06 | Ryan Michael Patrick | Officer | A-Award | A | Common Stock | 5,210 | 0.00 | — | 5,719 | — | ↗ |
| 2024-02-06 | Minarro Viseras Enrique | Officer | A-Award | A | Stock Appreciation Rights | 26,940 | 91.94 | 2.48M | 26,940 | — | ↗ |
| 2024-02-06 | Marks Judith Fran | Director / Officer | A-Award | A | Common Stock | 136,278 | 0.00 | — | 262,060 | — | ↗ |
| 2024-02-06 | Maheshwari Anurag | Officer | A-Award | A | Stock Appreciation Rights | 31,250 | 91.94 | 2.87M | 31,250 | — | ↗ |
| 2024-02-06 | Luersman Abbe | Officer | A-Award | A | Common Stock | 14,536 | 0.00 | — | 17,830 | — | ↗ |
| 2024-02-06 | Loh Sally | Officer | A-Award | A | Restricted Stock Units | 4,562 | 0.00 | — | 4,562 | — | ↗ |
| 2024-02-06 | LaFreniere Nora E. | Officer | A-Award | A | Stock Appreciation Rights | 17,781 | 91.94 | 1.63M | 17,781 | — | ↗ |
| 2024-02-06 | Green Neil | Officer | A-Award | A | Common Stock | 7,696 | 0.00 | — | 8,480 | — | ↗ |
| 2024-02-06 | Embree Tracy A | Officer | A-Award | A | Restricted Stock Units | 7,128 | 0.00 | — | 7,128 | — | ↗ |
| 2024-02-05 | de Montlivault Stephane | Officer | M-Exempt | A | Common Stock | 1,741 | 0.00 | — | 44,876 | — | ↗ |
| 2024-02-05 | Zheng Peiming | Officer | F-InKind | D | Common Stock | 461 | 90.89 | 41.9K | 19,349 | — | ↗ |
| 2024-02-05 | Ryan Michael Patrick | Officer | M-Exempt | D | Restricted Stock Units | 402 | 0.00 | — | 0 | — | ↗ |
| 2024-02-05 | Marks Judith Fran | Director / Officer | M-Exempt | A | Common Stock | 11,363 | 0.00 | — | 130,923 | — | ↗ |
| 2024-02-05 | Maheshwari Anurag | Officer | M-Exempt | A | Common Stock | 573 | 0.00 | — | 26,560 | — | ↗ |
| 2024-02-05 | Loh Sally | Officer | M-Exempt | A | Common Stock | 294 | 0.00 | — | 21,455 | — | ↗ |
| 2024-02-05 | LaFreniere Nora E. | Officer | F-InKind | D | Common Stock | 497 | 90.89 | 45.2K | 27,094 | — | ↗ |
| 2024-02-05 | Green Neil | Officer | M-Exempt | A | Common Stock | 647 | 0.00 | — | 1,014 | — | ↗ |
| 2024-02-03 | de Montlivault Stephane | Officer | M-Exempt | A | Common Stock | 1,375 | 0.00 | — | 43,135 | — | ↗ |
| 2024-02-03 | Zheng Peiming | Officer | M-Exempt | D | Restricted Stock Units | 1,382 | 0.00 | — | 1,260 | — | ↗ |
| 2024-02-03 | Ryan Michael Patrick | Officer | M-Exempt | D | Restricted Stock Units | 354 | 0.00 | — | 363 | — | ↗ |
| 2024-02-03 | Marks Judith Fran | Director / Officer | F-InKind | D | Common Stock | 3,107 | 90.97 | 282.6K | 119,560 | — | ↗ |
| 2024-02-03 | Maheshwari Anurag | Officer | M-Exempt | D | Restricted Stock Units | 457 | 0.00 | — | 465 | — | ↗ |
| 2024-02-03 | Luersman Abbe | Officer | M-Exempt | D | Restricted Stock Units | 1,273 | 0.00 | — | 1,282 | — | ↗ |
| 2024-02-03 | Loh Sally | Officer | M-Exempt | A | Common Stock | 282 | 0.00 | — | 21,161 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Judy Marks Chair, Chief Executive Officer and President Cristina Méndez Executive Vice President & Chief Financial Officer | 1.40M | — | 13.18M | — | 1.97M | 429.4K | 16.98M | 77.65% | ↗ |
| 2 | 2025 | Perry Zheng Former Executive Vice President & Chief Product, Delivery and Customer Officer Enrique Miñarro Viseras Executive Vice President & Chief Operating Officer | 912.5K | — | 3.10M | — | 707.4K | 1.41M | 6.13M | 50.56% | ↗ |
| 3 | 2025 | Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas | 762.4K | — | 2.84M | — | 518.2K | 199.1K | 4.32M | 65.77% | ↗ |
| 4 | 2025 | Perry Zheng Former Executive Vice President & Chief Product, Delivery and Customer Officer Enrique Miñarro Viseras Executive Vice President & Chief Operating Officer Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas | 715.0K | — | 2.33M | — | 505.0K | 626.8K | 4.17M | 55.75% | ↗ |
| 5 | 2024 | Judy Marks Chair, Chief Executive Officer and President Cristina Méndez Executive Vice President & Chief Financial Officer | 1.39M | — | 34.65M | 3.15M | 2.50M | 414.4K | 42.10M | 89.77% | ↗ |
| 6 | 2024 | Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & General Counsel Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer | 694.3K | — | 4.84M | 589.8K | 701.0K | 985.8K | 7.81M | 69.51% | ↗ |
| 7 | 2024 | Perry Zheng Former Executive Vice President & Chief Product, Delivery and Customer Officer Enrique Miñarro Viseras Executive Vice President & Chief Operating Officer Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas | 694.3K | — | 4.84M | 589.8K | 701.0K | 985.8K | 7.81M | 69.51% | ↗ |
| 8 | 2024 | Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer | 680.0K | — | 4.37M | 432.6K | 644.0K | 244.3K | 6.37M | 75.39% | ↗ |
| 9 | 2024 | Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & General Counsel | 523.4K | — | 2.00M | 663.7K | 750.4K | 537.6K | 4.48M | 59.57% | ↗ |
| 10 | 2024 | Perry Zheng Former Executive Vice President & Chief Product, Delivery and Customer Officer Enrique Miñarro Viseras Executive Vice President & Chief Operating Officer | 523.4K | — | 2.00M | 663.7K | 750.4K | 537.6K | 4.48M | 59.57% | ↗ |
| 11 | 2024 | Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas | 656.9K | — | 2.03M | 655.4K | 920.5K | 167.7K | 4.43M | 60.61% | ↗ |
| 12 | 2023 | Judy Marks Chair, Chief Executive Officer and President | 1.37M | — | 8.85M | 2.82M | 2.45M | 432.8K | 15.92M | 73.30% | ↗ |
| 13 | 2023 | Judy Marks Chair, Chief Executive Officer and President Cristina Méndez Executive Vice President & Chief Financial Officer | 1.37M | — | 8.85M | 2.82M | 2.45M | 432.8K | 15.92M | 73.30% | ↗ |
| 14 | 2023 | Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer | 175.0K | 470.0K | 5.27M | 610.3K | 137.0K | 18.1K | 6.69M | 88.03% | ↗ |
| 15 | 2023 | Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas | 173.0K | 365.2K | 4.36M | 610.3K | 147.7K | 43.4K | 5.70M | 87.21% | ↗ |
| 16 | 2023 | Tracy Embree President, Americas | 173.0K | 365.2K | 4.36M | 610.3K | 147.7K | 43.4K | 5.70M | 87.21% | ↗ |
| 17 | 2023 | Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & General Counsel Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer | 671.7K | — | 1.45M | 461.4K | 574.0K | 2.02M | 5.18M | 36.88% | ↗ |
| 18 | 2023 | Perry Zheng Former Executive Vice President & Chief Product, Delivery and Customer Officer Enrique Miñarro Viseras Executive Vice President & Chief Operating Officer Sally Loh President, Otis Greater China Tracy Embree Former President, Otis Americas | 671.7K | — | 1.45M | 461.4K | 574.0K | 2.02M | 5.18M | 36.88% | ↗ |
| 19 | 2023 | Anurag Maheshwari Executive Vice President & Chief Financial Officer Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer | 671.7K | — | 1.45M | 461.4K | 574.0K | 2.02M | 5.18M | 36.88% | ↗ |
| 20 | 2023 | Anurag Maheshwari Executive Vice President & Chief Financial Officer | 748.3K | — | 2.09M | 667.7K | 840.0K | 395.5K | 4.74M | 58.17% | ↗ |
| 21 | 2023 | Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer | 642.5K | — | 1.21M | 385.2K | 578.0K | 173.5K | 2.99M | 53.31% | ↗ |
| 22 | 2022 | Judy Marks Chair, Chief Executive Officer and President Cristina Méndez Executive Vice President & Chief Financial Officer | 1.30M | — | 7.59M | 2.45M | 2.61M | 527.1K | 14.48M | 69.33% | ↗ |
| 23 | 2022 | Judy Marks Chair, Chief Executive Officer and President | 1.30M | — | 7.59M | 2.45M | 2.61M | 527.1K | 14.48M | 69.33% | ↗ |
| 24 | 2022 | Judy Marks Chair, Chief Executive Officer and President Anurag Maheshwari Executive Vice President & Chief Financial Officer | 1.30M | — | 7.59M | 2.45M | 2.61M | 527.1K | 14.48M | 69.33% | ↗ |
| 25 | 2022 | Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer | 635.0K | — | 1.02M | 330.3K | 493.0K | 1.42M | 3.91M | 34.69% | ↗ |
| 26 | 2022 | Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & General Counsel Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer | 635.0K | — | 1.02M | 330.3K | 493.0K | 1.42M | 3.91M | 34.69% | ↗ |
| 27 | 2022 | Anurag Maheshwari Executive Vice President & Chief Financial Officer Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer | 635.0K | — | 1.02M | 330.3K | 493.0K | 1.42M | 3.91M | 34.69% | ↗ |
| 28 | 2022 | Anurag Maheshwari Executive Vice President & Chief Financial Officer | 545.0K | 152.0K | 1.42M | 466.9K | 664.0K | 383.1K | 3.63M | 51.97% | ↗ |
| 29 | 2022 | Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & Chief General Counsel | 545.0K | 152.0K | 1.42M | 466.9K | 664.0K | 383.1K | 3.63M | 51.97% | ↗ |
| 30 | 2022 | Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer | 610.0K | — | 1.10M | 354.7K | 630.0K | 214.8K | 2.91M | 50.01% | ↗ |
| 31 | 2022 | Enrique Miñarro Viseras President, EMEA Anurag Maheshwari Former Executive Vice President & Chief Financial Officer | 610.0K | — | 1.10M | 354.7K | 630.0K | 214.8K | 2.91M | 50.01% | ↗ |
| 32 | 2021 | Judy Marks Chair, Chief Executive Officer and President | 1.23M | — | 6.46M | 2.09M | 3.55M | 440.0K | 13.77M | 62.10% | ↗ |
| 33 | 2021 | Judy Marks Chair, Chief Executive Officer and President Anurag Maheshwari Executive Vice President & Chief Financial Officer | 1.23M | — | 6.46M | 2.09M | 3.55M | 440.0K | 13.77M | 62.10% | ↗ |
| 34 | 2021 | Rahul Ghai Executive Vice President & Chief Financial Officer | 787.5K | — | 2.28M | 738.9K | 1.50M | 229.9K | 5.54M | 54.53% | ↗ |
| 35 | 2021 | Perry Zheng President, Otis China & Chief Customer Product Officer | 618.8K | — | 987.8K | 320.2K | 750.0K | 2.37M | 5.05M | 25.92% | ↗ |
| 36 | 2021 | Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer | 618.8K | — | 987.8K | 320.2K | 750.0K | 1.48M | 4.15M | 31.49% | ↗ |
| 37 | 2021 | Anurag Maheshwari Executive Vice President & Chief Financial Officer Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer | 618.8K | — | 987.8K | 320.2K | 750.0K | 1.48M | 4.15M | 31.49% | ↗ |
| 38 | 2021 | Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer | 587.5K | — | 1.06M | 344.8K | 828.0K | 296.9K | 3.12M | 45.13% | ↗ |
| 39 | 2021 | Perry Zheng President, Otis China & Chief Customer Product Officer Nora LaFreniere Executive Vice President & Chief General Counsel | 587.5K | — | 1.06M | 344.8K | 828.0K | 296.9K | 3.12M | 45.13% | ↗ |
| 40 | 2021 | Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific | 577.2K | — | 987.8K | 320.2K | 673.6K | 456.3K | 3.01M | 43.38% | ↗ |
| 41 | 2020 | Judy Marks Chair, Chief Executive Officer and President | 1.01M | 2.70M | 5.80M | 2.13M | — | 346.3K | 11.99M | 66.14% | ↗ |
| 42 | 2020 | Judith F. Marks President & Chief Executive Officer Rahul Ghai Executive Vice President & Chief Financial Officer | 1.01M | 2.70M | 5.80M | 2.13M | — | 346.3K | 11.99M | 66.14% | ↗ |
| 43 | 2020 | Judy Marks Chair, Chief Executive Officer and President Anurag Maheshwari Executive Vice President & Chief Financial Officer | 1.01M | 2.70M | 5.80M | 2.13M | — | 346.3K | 11.99M | 66.14% | ↗ |
| 44 | 2020 | Rahul Ghai Executive Vice President & Chief Financial Officer | 674.7K | 1.20M | 2.33M | 1.07M | — | 133.6K | 5.40M | 62.80% | ↗ |
| 45 | 2020 | Perry Zheng Executive Vice President & Chief Product, Delivery and Customer Officer Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer | 539.8K | 655.0K | 1.72M | 538.5K | — | 1.38M | 4.83M | 46.72% | ↗ |
| 46 | 2020 | Peiming (Perry) Zheng President, Otis China Stephane de Montlivault President, Otis Asia Pacific | 539.8K | 655.0K | 1.72M | 538.5K | — | 1.38M | 4.83M | 46.72% | ↗ |
| 47 | 2020 | Perry Zheng President, Otis China & Chief Customer Product Officer | 539.8K | 655.0K | 1.72M | 538.5K | — | 1.38M | 4.83M | 46.72% | ↗ |
| 48 | 2020 | Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific | 531.0K | 435.6K | 1.59M | 433.1K | — | 1.17M | 4.16M | 48.70% | ↗ |
| 49 | 2020 | Perry Zheng President, Otis China & Chief Customer Product Officer Nora LaFreniere Executive Vice President & Chief General Counsel | 488.5K | 650.0K | 1.78M | 585.3K | — | 275.2K | 3.78M | 62.62% | ↗ |
| 50 | 2020 | Stéphane de Montlivault President, Otis Asia Pacific Rahul Ghai Former Executive Vice President & Chief Financial Officer | 488.5K | 650.0K | 1.78M | 585.3K | — | 275.2K | 3.78M | 62.62% | ↗ |
| 51 | 2020 | Nora E. LaFreniere Executive Vice President, Chief General Counsel & Corporate Secretary Richard M. Eubanks, Jr. President, Otis EMEA (Former) | 488.5K | 650.0K | 1.78M | 585.3K | — | 275.2K | 3.78M | 62.62% | ↗ |
| 52 | 2019 | Judith F. Marks President & Chief Executive Officer Rahul Ghai Executive Vice President & Chief Financial Officer | 956.3K | 1.50M | 2.15M | 2.07M | — | 283.1K | 6.96M | 60.62% | ↗ |
| 53 | 2019 | Judy Marks Chair, Chief Executive Officer and President | 956.3K | 1.50M | 2.15M | 2.07M | — | 283.1K | 6.96M | 60.62% | ↗ |
| 54 | 2019 | Peiming (Perry) Zheng President, Otis China Stephane de Montlivault President, Otis Asia Pacific | 311.9K | 875.0K | 1.88M | 815.5K | — | 202.5K | 4.08M | 65.95% | ↗ |
| 55 | 2019 | Rahul Ghai Executive Vice President & Chief Financial Officer | 311.9K | 875.0K | 1.88M | 815.5K | — | 202.5K | 4.08M | 65.95% | ↗ |
| 56 | 2019 | Nora E. LaFreniere Executive Vice President, Chief General Counsel & Corporate Secretary Richard M. Eubanks, Jr. President, Otis EMEA (Former) | 493.7K | 433.9K | 505.4K | 478.5K | — | 1.04M | 2.95M | 33.30% | ↗ |
| 57 | 2019 | Nora LaFreniere Executive Vice President & Chief General Counsel Stéphane de Montlivault President, Otis Asia Pacific | 493.7K | 433.9K | 505.4K | 478.5K | — | 1.04M | 2.95M | 33.30% | ↗ |
| 58 | 2018 | Judith F. Marks President & Chief Executive Officer Rahul Ghai Executive Vice President & Chief Financial Officer | 868.8K | 1.40M | 2.95M | 1.05M | — | 241.6K | 6.51M | 61.46% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Judith F. Marks | Chair, President & Chief Executive Officer | 4M | female |
| Cristina Mendez | Executive Vice President & Chief Financial Officer | 3M | female |
| Sally A. Loh | President of Otis Greater China | 2M | female |
| Peiming Zheng | Executive Vice President and Chief Product, Delivery & Customer Officer | 2M | male |
| Thibault Pierre-Marie Lefébure | President of Otis Europe, Middle East & Africa | 2M | — |
| Nora E. LaFreniere | Executive Vice President & General Counsel | 1M | female |
| Enrique Minarro Viseras | EVP & Chief Operating Officer | 1M | male |
| Joseph Jay Armas | President of Otis Americas | 800.1K | male |
| Haran Vela | Executive Vice President of Engineering | — | male |
| Randi Tanguay | Senior Vice President & Chief Communications Officer | — | female |
| Rina Leonard | Senior Vice President & Global Chief Information Officer | — | female |
| Robert Quartaro | Vice President of Investor Relations | — | male |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2024-07-17 | 2024-08-05 | Gary Peters | MI | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-01-06 | 2022-02-17 | Susan M. Collins | ME | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-12-31 | 2021-01-12 | Shelley Moore Capito | WV | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-04-07 | 2020-05-27 | Sheldon Whitehouse | RI | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-04-29 | 2026-05-19 | William R. Keating | MA09 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-07-25 | 2025-08-08 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-07-11 | 2025-08-20 | Ritchie Torres | NY15 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2024-09-26 | 2025-08-20 | Ritchie Torres | NY15 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-09-04 | 2024-09-06 | John James | MI10 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2024-01-10 | 2024-02-05 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-11-10 | 2024-09-02 | John James | MI10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-11-03 | 2023-12-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-02 | 2023-11-08 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-08-03 | 2023-09-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-05-23 | 2023-06-12 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-11-03 | 2022-12-06 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-09-06 | 2022-10-07 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-08-23 | 2022-09-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-08-01 | 2022-09-08 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-07-19 | 2022-08-09 | Ro Khanna | CA17 | Spouse | Sale | $15,001 - $50,000 | ↗ |
| 2022-07-07 | 2022-07-28 | Diana Harshbarger | TN01 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2022-05-23 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-05-10 | 2022-06-10 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-04-21 | 2022-05-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
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Community Opinion for OTIS
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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