Fernandez Bernardo Calleja
CIK 1831497 · View on SEC EDGAR ↗
First SEC filing: Nov. 12, 2020 · Latest: Nov. 12, 2020
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Insider at
Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| July 28, 2023 | OTIS | S | 3,992 | $90.70 | $362,074 | 42,097 Direct | -8.66% | Disposed | -20.7% (price as of 2026-08-21) |
| March 6, 2023 | OTIS | S | 703 | $86.85 | $61,056 | 22,215 Direct | -3.07% | Disposed | -17.2% (price as of 2026-08-21) |
| Feb. 14, 2023 | OTIS | S | 837 | $84.67 | $70,869 | 19,998 Direct | -4.02% | Disposed | -15.1% (price as of 2026-08-21) |
| July 28, 2021 | OTIS | S | 1,597 | $87.80 | $140,217 | 7,253 Direct | -18.05% | Disposed | -18.1% (price as of 2026-08-21) |
| Dec. 9, 2020 | OTIS | P | 500 | $65.51 | $32,755 | 1,500 Direct | +50.00% | Acquired | 9.8% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| July 28, 2023 | OTIS | Stock Appreciation | Common Stock (14,709) | $63.93 | Feb. 4, 2031 | 14,709 | Disposed |
| July 28, 2023 | OTIS | Stock Appreciation | Common Stock (20,975) | $63.92 | Feb. 4, 2029 | 20,975 | Disposed |
| July 28, 2023 | OTIS | Stock Appreciation Rights | Common Stock (9,542) | $67.83 | Jan. 1, 2028 | 9,542 | Disposed |
| July 28, 2023 | OTIS | Stock Appreciation Rights | Common Stock (2,213) | $58.66 | Jan. 2, 2027 | 2,213 | Disposed |
| July 1, 2023 | OTIS | Restricted Stock Units | Common Stock (15,385) | — | — | 15,385 | Disposed |
| March 6, 2023 | OTIS | Stock Appreciation Rights | Common Stock (5,065) | $50.58 | Jan. 3, 2026 | 5,065 | Disposed |
| March 6, 2023 | OTIS | Stock Appreciation Rights | Common Stock (2,681) | $60.88 | Jan. 1, 2025 | 2,681 | Disposed |
| Feb. 14, 2023 | OTIS | Stock Appreciation Rights | Common Stock (11,749) | $59.53 | Jan. 1, 2024 | 11,749 | Disposed |
| Feb. 7, 2023 | OTIS | Stock Appreciation Rights | Common Stock (15,730) | $83.63 | Feb. 6, 2033 | 15,730 | Acquired |
| Feb. 7, 2023 | OTIS | Restricted Stock Units | Common Stock (4,607) | — | — | 4,607 | Acquired |
| Feb. 5, 2023 | OTIS | Restricted Stock Units | Common Stock (1,707) | — | — | 1,707 | Disposed |
| Feb. 4, 2023 | OTIS | Restricted Stock Units | Common Stock (3,160) | — | — | 3,160 | Disposed |
| Feb. 3, 2023 | OTIS | Restricted Stock Units | Common Stock (1,353) | — | — | 1,353 | Disposed |
| Feb. 5, 2022 | OTIS | Restricted Stock Units | Common Stock (1,597) | — | — | 1,597 | Disposed |
| Feb. 5, 2022 | OTIS | Restricted Stock Units | Common Stock (2,813) | — | — | 2,813 | Disposed |
| Feb. 5, 2022 | OTIS | Restricted Stock Units | Common Stock (1,684) | — | — | 1,684 | Disposed |
| Feb. 3, 2022 | OTIS | Stock Appreciation Rights | Common Stock (16,250) | $81.85 | Feb. 2, 2032 | 16,250 | Acquired |
| Feb. 3, 2022 | OTIS | Restricted Stock Units | Common Stock (4,010) | — | — | 4,010 | Acquired |
| July 28, 2021 | OTIS | Stock Appreciation Rights | Common Stock (3,234) | $44.46 | Jan. 1, 2023 | 3,234 | Disposed |
| Feb. 5, 2021 | OTIS | Stock Appreciate Rights | Common Stock (22,064) | $63.93 | Feb. 4, 2031 | 22,064 | Acquired |
| Feb. 5, 2021 | OTIS | Restricted Stock Units | Common Stock (4,998) | — | — | 4,998 | Acquired |
| Jan. 2, 2021 | OTIS | Restricted Stock Units | Common Stock (3,280) | — | — | 3,280 | Disposed |
| Jan. 2, 2021 | OTIS | Restricted Stock Units | Common Stock (2,473) | — | — | 2,473 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 15 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Nov. 12, 2020 | OTIS | Common Stock | 1,000 | Direct |
| Nov. 12, 2020 | OTIS | Restricted Stock Units (RSUs)→ Common Stock (14,829) | 14,829 | Direct |
| Nov. 12, 2020 | OTIS | Restricted Stock Units (RSUs)→ Common Stock (3,069) | 3,069 | Direct |
| Nov. 12, 2020 | OTIS | Restricted Stock Units (RSUs)→ Common Stock (2,813) | 2,813 | Direct |
| Nov. 12, 2020 | OTIS | Restricted Stock Units (RSUs)→ Common Stock (1,574) | 1,574 | Direct |
| Nov. 12, 2020 | OTIS | Restricted Stock Units (RSUs)→ Common Stock (2,473) | 2,473 | Direct |
| Nov. 12, 2020 | OTIS | Restricted Stock Units (RSUs)→ Common Stock (3,269) | 3,269 | Direct |
| Nov. 12, 2020 | OTIS | Stock Appreciation Rights→ Common Stock (16,817) | 16,817 | Direct |
| Nov. 12, 2020 | OTIS | Stock Appreciation Rights→ Common Stock (20,975) | 20,975 | Direct |
| Nov. 12, 2020 | OTIS | Stock Appreciation Rights→ Common Stock (9,542) | 9,542 | Direct |
| Nov. 12, 2020 | OTIS | Stock Appreciation Rights→ Common Stock (2,213) | 2,213 | Direct |
| Nov. 12, 2020 | OTIS | Stock Appreciation Rights→ Common Stock (5,065) | 5,065 | Direct |
| Nov. 12, 2020 | OTIS | Stock Appreciation Rights→ Common Stock (2,681) | 2,681 | Direct |
| Nov. 12, 2020 | OTIS | Stock Appreciation Rights→ Common Stock (11,749) | 11,749 | Direct |
| Nov. 12, 2020 | OTIS | Stock Appreciation Rights→ Common Stock (3,234) | 3,234 | Direct |