Form 4: Susan Story Increases Stake in Carrier Global
Statement of Changes in Beneficial Ownership
Director Susan Story acquired 5,807.0026 deferred stock units as part of her annual compensation for board service.
Summary
- Director Susan Story received 5,807.0026 Deferred Stock Units (DSUs) on April 15, 2026.
- The acquisition represents annual compensation for service as a non-employee director.
- The transaction price was $58.55 per unit.
- Following this transaction, the director's total beneficial ownership increased to 28,823.7367 shares.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a routine administrative filing reflecting standard director compensation rather than a signal of strategic shift or market sentiment.
Positives
- Alignment of director interests with shareholders through equity-based compensation.
- Demonstrates commitment to the company via the retention of deferred stock units.
Negatives
- None identified.
Risks
- Value of holdings is subject to market volatility of Carrier Global common stock.
- Liquidity of the units is restricted until resignation, removal, or retirement from the Board.
Future Outlook
The DSUs will convert into common stock upon the director's resignation, removal, or retirement from the Board, distributed either in a lump-sum or installments based on the director's election.
Industry Context
StockSavvy.ai notes that equity-based compensation for board members is a standard corporate governance practice designed to align director incentives with long-term shareholder value creation.
Comparison to Industry Standards
- The use of Deferred Stock Unit plans is consistent with compensation structures at major industrial peers like Honeywell and Trane Technologies.
- The reporting of director compensation via Form 4 is a standard regulatory requirement for all publicly traded U.S. companies.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Compensation | Annual grant of deferred stock units to a non-employee director. | 04/15/2026 | Neutral; standard alignment of director compensation. |
Stakeholder Impact
- Shareholders: Neutral impact as this is a standard compensation event.
Next Steps
- Conversion of DSUs to common stock upon the director's eventual departure from the Board.
Key Dates
| Date | Description |
|---|---|
| 04/15/2026 | Date of the transaction involving the acquisition of deferred stock units. |
| 04/17/2026 | Date the Form 4 was filed with the SEC. |
Keywords
Carrier Global, CARR, Form 4, Insider Trading, Director Compensation, Deferred Stock Units
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