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Appel David's Form 4 filing

Carrier Global Corp (CARR) · filed Aug 6, 2021

Accession no.
0001225208-21-011250
Filed
Aug 6, 2021
Trade date
Aug 4, 2021
Filing delay
2 days
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 6 non-derivative transactions and 2 derivative transactions. Open-market sales total $1.97M. It was filed 2 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Appel DavidCIK 0001808516Officer (President, Refrigeration)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Aug 4, 2021Common StockMOption exerciseAcquired+38,867$18.81+$731,088.2779,938Direct
Aug 4, 2021Common StockMOption exerciseAcquired+10,725$14.05+$150,686.2590,663Direct
Aug 4, 2021Common StockDReturned to the companyDisposed−2,620$57.50−$150,65088,043Direct
Aug 4, 2021Common StockSSaleDisposed−8,105$57.38F2−$465,064.979,938Direct
Aug 4, 2021Common StockDReturned to the companyDisposed−12,713$57.50−$730,997.567,225Direct
Aug 4, 2021Common StockSSaleDisposed−26,154$57.38F2−$1,500,716.5241,071Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Aug 4, 2021Common StockMOption exerciseDisposed−10,725$0.00$00Direct
Aug 4, 2021Common StockMOption exerciseDisposed−38,867$0.00$00Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F2

The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $57.275 to $57.49 per share. The reporting person has provided to the issuer, and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range.

Referenced by the price of 2 transactions in Table I.

Read the full filing on SEC EDGAR (opens in a new tab)