CARRIER GLOBAL Corp (CARR)

AI-Powered SEC Filing Analysis

Insider Trading Filed: 2026-05-01

Key Insights

  • Pandya Gaurang, President of CSA division, sold 21,546 shares at $67.62 per share on May 1, 2026, generating approximately $1.46 million in proceeds, while simultaneously vesting in 50,616 RSUs from a 2023 grant.
  • The RSU vesting represents equity compensation completion rather than new grant, with the officer retaining 49,890 shares directly after the sale, indicating moderate confidence in current valuation levels.
  • The transaction combines a significant equity sale with RSU vesting, a common pattern for executives managing tax obligations and liquidity while maintaining meaningful company ownership through retained shares.
Quarterly Report Filed: 2026-04-30

Key Insights

  • The filing contains structured data references for four Climate Solutions operating segments (Americas, Europe, CSAME, and Transportation) indicating the company maintains a diversified geographic and product portfolio across its HVAC and refrigeration businesses.
  • Multiple senior notes with varying maturity dates (2027-2054) and interest rates (2.49%-6.20%) are disclosed, suggesting CARR has a laddered debt structure; however, the actual financial metrics, revenue figures, and cash flow data are not included in the provided XML structure excerpt.
  • The presence of commercial paper facilities (both USD and Euro denominated) and revolving credit facilities demonstrates CARR maintains liquidity management capabilities, though specific borrowing amounts and covenant compliance status cannot be determined from the XML tags alone.
Current Report Filed: 2026-04-30

Key Insights

  • Carrier Global filed a routine 8-K on April 30, 2026 to disclose Q1 2026 earnings results via press release, indicating standard quarterly earnings announcement without extraordinary events or material developments.
  • The filing was signed by Patrick Goris, Executive Vice President and Chief Financial & Strategy Officer, confirming proper authorization and financial stewardship of the company during the reporting period.
  • The company maintains multiple debt instruments across different maturity dates (2028, 2032, 2037) with rates ranging from 3.625% to 4.500%, indicating a diversified debt structure managed alongside common equity, though no material changes to capital structure are indicated in this filing.
  • This is a standard earnings disclosure 8-K with no indication of mergers, acquisitions, leadership changes, or other material events that would typically warrant separate detailed disclosures under Items 1.01-1.05 or 5.01-5.08.
Insider Trading Filed: 2026-04-17

Key Insights

  • Virginia M. Wilson, a director of Carrier Global Corp, acquired 3,791.6311 deferred stock units (DSUs) as part of her annual compensation, indicating continued confidence in the company's long-term prospects.
  • The acquisition of DSUs by a director suggests alignment between management and shareholders, as the DSUs will be converted to common stock upon the director's departure from the board.
  • The timing of the transaction, which occurred on April 15, 2026, suggests the director is taking a long-term view and believes the company is well-positioned for future growth.
Insider Trading Filed: 2026-04-17

Key Insights

  • Maximilian Viessmann, a director of Carrier Global Corp (CARR), acquired 3,330.4868 deferred stock units (DSUs) on April 15, 2026 as part of his annual compensation for serving on the board.
  • The DSUs will be converted into an equal number of Carrier common shares upon Viessmann's resignation, removal, or retirement from the board, which he can elect to receive in a lump-sum or installments.
  • This transaction indicates Viessmann's continued commitment to Carrier and aligns his interests with those of other shareholders through stock-based compensation.
Insider Trading Filed: 2026-04-17

Key Insights

  • Charles M. Holley, a director at Carrier Global Corp (CARR), acquired 6,148.5909 deferred stock units (DSUs) on April 15, 2026 as part of his annual compensation for board service.
  • The DSUs will be converted into an equal number of Carrier common stock shares upon Holley's resignation, removal, or retirement from the board, which he can choose to receive in a lump-sum or installments.
  • Insider transactions like this can provide insights into management's views on the company's outlook and valuation, though the significance may be limited as this appears to be routine director compensation.
Insider Trading Filed: 2026-04-17

Key Insights

  • Susan N. Story, a director of Carrier Global Corp, acquired 5,807 deferred stock units (DSUs) on April 15, 2026 as part of her annual compensation for serving on the board.
  • The DSUs will be converted to an equal number of Carrier common stock shares upon Story's resignation, removal, or retirement from the board, either in a lump-sum or installments.
  • This acquisition of DSUs represents Story's ongoing commitment to Carrier and aligns her interests with those of other shareholders.
Insider Trading Filed: 2026-04-17

Key Insights

  • MICHAEL TODMAN, a director of CARRIER GLOBAL Corp, acquired 3,637.9163 deferred stock units (DSUs) as part of his annual compensation for serving on the board.
  • The DSUs will be converted into an equal number of shares of CARRIER GLOBAL common stock upon TODMAN's resignation, removal, or retirement from the board.
  • This indicates that TODMAN is receiving a portion of his compensation in equity, aligning his interests with those of other shareholders.
Insider Trading Filed: 2026-04-17

Key Insights

  • The reporting person, Amy E. Miles, acquired 3,484.2015 Deferred Stock Units (DSUs) under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan, indicating their continued commitment to the company as a non-employee director.
  • The DSUs acquired will be converted into an equal number of shares of Carrier common stock upon the reporting person's resignation, removal, or retirement from the Board, aligning their interests with shareholders.
  • The transaction price of $58.55 per DSU suggests the reporting person sees value in Carrier's stock at the current market price.
Insider Trading Filed: 2026-04-17

Key Insights

  • The reporting person, Michael M. McNamara, acquired 3,637.9163 deferred stock units (DSUs) as part of his annual compensation for serving as a non-employee director of Carrier Global Corporation.
  • The DSUs will be converted into an equal number of shares of Carrier common stock upon McNamara's resignation, removal, or retirement from the Board, based on his previous election for a lump-sum or installment distribution.
  • This transaction represents a common practice of compensating non-employee directors with equity-based awards, aligning their interests with those of the company's shareholders.
Insider Trading Filed: 2026-04-17

Key Insights

  • John J. Greisch, a director of Carrier Global Corp, acquired 3,945.3459 deferred stock units (DSUs) on April 15, 2026 as part of his annual compensation. This suggests ongoing director engagement and commitment to the company.
  • The acquisition of DSUs is done under the Carrier Global Corporation Board of Directors Deferred Stock Unit Plan, which allows directors to receive a portion of their compensation in the form of stock units that convert to common shares upon retirement or resignation.
  • The reported transaction represents an increase in Greisch's beneficial ownership of Carrier Global common stock to 60,763.2394 shares, indicating his significant stake in the company.
Insider Trading Filed: 2026-04-17

Key Insights

  • CARR director Jean-Pierre Garnier acquired 3,330.4868 deferred stock units (DSUs) as part of his annual compensation, indicating his continued commitment to the company.
  • The DSUs will be converted to an equal number of CARR common shares upon Garnier's resignation, removal, or retirement from the board, aligning his interests with those of shareholders.
  • This transaction suggests that Garnier believes in CARR's long-term growth prospects and is willing to hold a significant stake in the company.
Current Report Filed: 2026-04-16

Key Insights

  • Carrier Global Corporation held its annual shareholder meeting on April 15, 2026, with a quorum of 768,844,537 shares present.
  • All nominated directors were elected with majority support, indicating shareholder confidence in the current leadership team.
  • Shareholders approved the executive compensation plan and the appointment of PricewaterhouseCoopers as the company's independent auditor for 2026.
Insider Trading Filed: 2026-04-02

Key Insights

  • The reporting person, Michael Lotfy Gierges, exercised 5,320 restricted stock units (RSUs) and sold 1,296 shares of Carrier Global Corp (CARR) common stock on April 1, 2026.
  • The transaction was executed under a 10b5-1 trading plan, indicating it was pre-planned and not based on insider information.
  • Gierges, who holds the title of President, CSAME, continues to hold 4,024 shares of Carrier Global common stock directly following the transaction.
Annual Report Filed: 2026-02-05

Key Insights

  • CARRIER GLOBAL's revenue grew across all key segments, with the Climate Solutions Americas and Climate Solutions Europe divisions showing the strongest performance.
  • The company's gross margins improved due to cost-saving initiatives and pricing actions, indicating operational efficiency gains.
  • CARRIER GLOBAL provided positive forward guidance, projecting continued revenue and profit growth, which could signal confidence in the company's prospects.
Current Report Filed: 2026-02-05

Key Insights

  • Carrier Global Corporation reported its Q4 2025 results, indicating the company's performance over the past quarter.
  • The company did not provide any updates on material agreements, leadership changes, or other significant events.
  • Without additional information on the company's financial performance or any notable developments, this 8-K filing appears to be a routine quarterly earnings report.
Insider Trading Filed: 2026-01-30

Key Insights

  • Insider David L. Gitlin, the Chairman and CEO of Carrier Global Corp, acquired 438,195 stock appreciation rights with a grant price of $57.91, indicating his confidence in the company's future performance.
  • Gitlin was also awarded 121,445 performance share units (PSUs) that vest in three years based on earnings growth and total shareholder return targets, further aligning his incentives with long-term value creation.
  • The sizable equity grants to the CEO suggest that Carrier Global's board believes in the company's growth prospects and is incentivizing Gitlin to drive continued success.
Insider Trading Filed: 2026-01-30

Key Insights

  • Beril Yildiz, the VP, Controller & CAO of Carrier Global Corp, was awarded 16,355 stock appreciation rights and 4,535 performance share units on January 28, 2026, indicating the company's continued investment in its senior leadership.
  • The stock appreciation rights have a conversion price of $57.91 and vest on January 28, 2029, aligning Yildiz's interests with long-term shareholder value creation.
  • The performance share units are contingent on Carrier's achievement of earnings per share growth and total shareholder return targets over a three-year period, further incentivizing the company's strategic and financial performance.
Insider Trading Filed: 2026-01-30

Key Insights

  • Nadia Villeneuve, SVP and Chief People/Communications Officer of Carrier Global Corp, acquired 69,690 stock appreciation rights on January 28, 2026, which will vest over the next 10 years.
  • Villeneuve was also awarded 19,315 performance share units (PSUs) that will vest on the third anniversary of the grant date, contingent on the company's financial performance.
  • The insider transaction suggests Villeneuve's confidence in Carrier Global's long-term prospects and aligns her compensation with shareholder interests.
Insider Trading Filed: 2026-01-30

Key Insights

  • Ajay Agrawal, the SVP and Chief Business Development Officer of Carrier Global Corp, has been granted 39,560 stock appreciation rights with an exercise price of $57.91 and a vesting date of January 28, 2029.
  • Agrawal was also awarded 10,965 performance share units (PSUs) under the company's long-term incentive plan, which vest on the third anniversary of the grant date contingent on continued employment and the achievement of pre-established performance targets.
  • The grant of stock appreciation rights and performance share units suggests that the company is incentivizing its senior executives to drive long-term growth and performance.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.