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Nelson Christopher John's Form 4 filing

Carrier Global Corp (CARR) · filed Feb 14, 2023

Accession no.
0001225208-23-001878
Filed
Feb 14, 2023
Trade date
Feb 10-13, 2023
Filing delay
4 days
Rule 10b5-1 plan
Not on the form (before 2023)

This filing lists 5 non-derivative transactions and 2 derivative transactions. Open-market sales total $9.66M. It was filed 4 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
Nelson Christopher JohnCIK 0001808520Officer (President, HVAC)

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
Feb 10, 2023Common StockMOption exerciseAcquired+138$0.00F1$097,344Direct
Feb 10, 2023Common StockFTax withholdingDisposed−59$44.83−$2,644.9797,285Direct
Feb 13, 2023Common StockMOption exerciseAcquired+396,014$20.95+$8,296,493.3493,299Direct
Feb 13, 2023Common StockDReturned to the companyDisposed−182,661$45.42−$8,296,462.62310,638Direct
Feb 13, 2023Common StockSSaleDisposed−213,353$45.30F3−$9,664,890.997,285Direct

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
Feb 10, 2023Common StockMOption exerciseDisposed−138$0.00$00Direct
Feb 13, 2023Common StockMOption exerciseDisposed−396,014$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.

F1

Each Restricted Stock Unit (RSU), including dividend equivalents that accrue during the vesting period, represents a contingent right to receive one share of Carrier Global Corporation common stock. The RSUs vest contingent upon the reporting person's continued employment at the conclusion of the vesting period.

Referenced by the price of 1 transaction in Table I.

F3

The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $45.175 to $45.445 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 1 transaction in Table I.

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