{"schema":"rootz.ai/filing-signals/v1","query":{"ticker":"CARR","limit":50},"count":50,"signals":[{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":13,"context":"ccessors have been elected and qualified. | All nominees are current directors of Carrier and were elected by shareowners at the 2025Annual Meeting. | | | | | | | Proposal 2: Advisory Vote to Approve Named Executive Officer (NEO) Compensation | Our Board recommends avote FOR the say-on-pay proposal | | | | | What are you voting on?We are asking our shareowners to approve, on an advisory basis, the compensation paid to C","filed_date":"2026-03-03","accession":"0001783180-26-000016","full_text":"https://origin.rootz.global/static/filing/0001783180-26-000016.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":22,"context":"k, including market conditions and the level of other investing activities and uses of cash; delays and disruption in the delivery of materials and services from suppliers; cost reduction efforts and restructuring costs and savings and other consequences thereof; new business and investment opportunities; the outcome of legal proceedings, investigations and other contingencies; the impact of pension plan assumptions","filed_date":"2026-02-05","accession":"0001783180-26-000008","full_text":"https://origin.rootz.global/static/filing/0001783180-26-000008.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"platform_shift","strength":100,"match_count":3,"context":"oving energy efficiency, noise or other customer requirements. Portfolio Transformation In 2023, we began the journey to further simplify our company and accelerate our business strategy. Our actions transformed our business portfolio in an effort to establish us as a pure-play, global leader in intelligent climate and energy solutions. We believe that our greater focus on breakthrough innovation, electrification, energy","filed_date":"2026-02-05","accession":"0001783180-26-000008","full_text":"https://origin.rootz.global/static/filing/0001783180-26-000008.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":86,"context":"roducts and services, we are a significant competitor with respect to each of our major product and service offerings. We believe that the loss of any individual contract or customer would not have a material adverse effect on our results. Raw Materials and Supplies We rely on suppliers and commodity markets to secure components and raw materials such as copper, aluminum and steel. In addition, we also use semi-conducto","filed_date":"2026-02-05","accession":"0001783180-26-000008","full_text":"https://origin.rootz.global/static/filing/0001783180-26-000008.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":17,"context":"also previously served as President and Chief Operating Officer of Collins Aerospace Systems from 2018 to 2019 and President of UTC Aerospace Systems from 2015 to 2018.  Ajay Agrawal. Mr. Agrawal was appointed Senior Vice President, Global Services & Chief Business Development Officer in March 2025. Mr. Agrawal joined Carrier in October 2019 and has held various executive leadership roles within strategy, aftermarket and busine","filed_date":"2026-02-05","accession":"0001783180-26-000008","full_text":"https://origin.rootz.global/static/filing/0001783180-26-000008.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":24,"context":"to contract liabilities as of January 1, 2025. The Company expects a majority of its current contract liabilities at the end of the period to be recognized as revenue in the next 12 months. NOTE 12: RESTRUCTURING COSTSThe Company incurs costs associated with restructuring initiatives intended to improve operating performance, profitability and working capital levels. Actions associated with these initiatives may in","filed_date":"2025-10-28","accession":"0001783180-25-000066","full_text":"https://origin.rootz.global/static/filing/0001783180-25-000066.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":26,"context":"information determined under GAAP with certain non-GAAP financial information. Adjusted operating profit is a non-GAAP measure and defined as consolidated operating profit (a GAAP measure), excluding restructuring costs, amortization of acquired intangibles and other significant items of a nonoperational nature. This measure is useful to investors because it is how management assesses the operating performance of th","filed_date":"2025-07-29","accession":"0001783180-25-000058","full_text":"https://origin.rootz.global/static/filing/0001783180-25-000058.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":9,"context":"the same period, new equipment comprised 75% and parts and service comprised 25% of our net sales. [Table of Contents](#i59af0a1366784641adcc71275cedc95e_7) | | | Sales by Segment | Sales by Type | | Separation from United Technologies Corporation On April3, 2020 (the \"Distribution Date\"), United Technologies Corporation, (\"UTC\"), since renamed RTX Corporation (\"Raytheon Technologies Corporation\" or \"RTX\") compl","filed_date":"2025-07-29","accession":"0001783180-25-000058","full_text":"https://origin.rootz.global/static/filing/0001783180-25-000058.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":24,"context":"ties as of January 1, 2025. The Company expects a majority of its current contract liabilities at the end of the period to be recognized as revenue in the next 12 months. 17Table of Contents NOTE 12: RESTRUCTURING COSTSThe Company incurs costs associated with restructuring initiatives intended to improve operating performance, profitability and working capital levels. Actions associated with these initiatives may in","filed_date":"2025-07-29","accession":"0001783180-25-000052","full_text":"https://origin.rootz.global/static/filing/0001783180-25-000052.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":22,"context":"to contract liabilities as of January 1, 2025. The Company expects a majority of its current contract liabilities at the end of the period to be recognized as revenue in the next 12 months. NOTE 12: RESTRUCTURING COSTSThe Company incurs costs associated with restructuring initiatives intended to improve operating performance, profitability and working capital levels. Actions associated with these initiatives may in","filed_date":"2025-05-01","accession":"0001783180-25-000030","full_text":"https://origin.rootz.global/static/filing/0001783180-25-000030.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"platform_shift","strength":100,"match_count":3,"context":"s and buildings to foster resilience. Connecting the cold chain to move food and lifesaving medicine around the globe. Strategically innovating to address the worlds most critical challenges. We have transformed our business and portfolio while delivering results along the way. Now, as a stronger and more focused Carrier, we are entering the next phase of our journey. We are deepening customer centricity and accelerating","filed_date":"2025-02-25","accession":"0001783180-25-000014","full_text":"https://origin.rootz.global/static/filing/0001783180-25-000014.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":14,"context":"plans, programs, policies or practices, either individually or in the aggregate, would encourage executives or employees to undertake unnecessary or excess risks that were reasonably likely to have a material adverse impact on Carrier. The review included compensation strategy and philosophy, annual and LTI design, sales compensation, severance benefits (both absent a change in control of Carrier and following a change","filed_date":"2025-02-25","accession":"0001783180-25-000014","full_text":"https://origin.rootz.global/static/filing/0001783180-25-000014.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":23,"context":"etingwww.virtualshareholdermeeting.com/CARR2025 | | | | | | | Agenda | 1 | | 2 | | 3 | | 4 | | 5 | | | | | | Election of the 10Director Nominees Namedin the Proxy Statement | Advisory Vote to Approve Named Executive Officer Compensation | Approve an Amendment to the Carrier Global Corporation 2020 Long-Term Incentive Plan | Ratify Appointment ofPricewaterhouse-Coopers LLP to Serve as Independent Auditorfor2025 | Shareow","filed_date":"2025-02-25","accession":"0001783180-25-000014","full_text":"https://origin.rootz.global/static/filing/0001783180-25-000014.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":87,"context":"roducts and services, we are a significant competitor with respect to each of our major product and service offerings. We believe that the loss of any individual contract or customer would not have a material adverse effect on our results. Raw Materials and Supplies We rely on suppliers and commodity markets to secure components and raw materials such as copper, aluminum and steel. In addition, we also use semi-conducto","filed_date":"2025-02-11","accession":"0001783180-25-000008","full_text":"https://origin.rootz.global/static/filing/0001783180-25-000008.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":21,"context":"d Commercial HVAC EMEA | 48 | | | Nadia Villeneuve | Senior Vice President, Chief Human Resources Officer | 52 | | 100 David Gitlin. Mr. Gitlin was elected Chairman of the Board in April 2021 and was appointed President and Chief Executive Officer of Carrier in June 2019. Mr. Gitlin also held the position of President, HVAC from December 2019 to March 2020. He most recently served as President and Chief Operating Officer of Collins Aerospace S","filed_date":"2025-02-11","accession":"0001783180-25-000008","full_text":"https://origin.rootz.global/static/filing/0001783180-25-000008.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":14,"context":"(in the case of clauses (a) and (b), including as a result of a merger or consolidation) provided that, in the case of clauses (a) and (b), the aggregate consideration therefor exceeds US$50,000,000. Material Adverse Effect means a material adverse effect on (a) the financial condition, operations or business of the Company and its Subsidiaries, taken as a whole, or (b) the rights of or benefits available to the Adminis","filed_date":"2024-12-20","accession":"0001783180-24-000093","full_text":"https://origin.rootz.global/static/filing/0001783180-24-000093.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":13,"context":"ting in preliminary free cash flow of $119 million. This includes cash tax payments of approximately $1 billion on the  2 gains of the business exits and approximately $300 million of transaction and restructuring costs. Share Repurchase Authorization On October 21, 2024, Carrier Global Corporation's Board of Directors approved a $3 billion share repurchase authorization. With the remaining portion of the prior auth","filed_date":"2024-10-24","accession":"0001783180-24-000084","full_text":"https://origin.rootz.global/static/filing/0001783180-24-000084.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":13,"context":"time period for the giving of a shareowners notice as described above. Notwithstanding anything in the immediately preceding paragraph to the contrary, in the event that the number of directors to be elected to the Board of Directors is increased by the Board of Directors and there is no public announcement by the Corporation naming all of the nominees for director or specifying the size of the increased Board of Directors at le","filed_date":"2024-06-07","accession":"0001783180-24-000062","full_text":"https://origin.rootz.global/static/filing/0001783180-24-000062.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":15,"context":"(in the case of clauses (a) and (b), including as a result of a merger or consolidation) provided that, in the case of clauses (a) and (b), the aggregate consideration therefor exceeds US$50,000,000. Material Adverse Effect means a material adverse effect on (a) the financial condition, operations or business of the Company and its Subsidiaries, taken as a whole, or (b) the rights of or benefits available to the Adminis","filed_date":"2024-05-17","accession":"0001783180-24-000049","full_text":"https://origin.rootz.global/static/filing/0001783180-24-000049.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"platform_shift","strength":100,"match_count":1,"context":"res. | 1/3 | The Committee believes sales performance aligns with the companys focus on organic growth which can be increased by improving market share, introducing new products andservices, entering new markets, and pricingeffectively. | | | Adjusted Operating Profit | Operating profit (a GAAP measure), excluding restructuring costs, amortization of acquired intangibles, and other significant items of a no","filed_date":"2024-03-05","accession":"0001783180-24-000027","full_text":"https://origin.rootz.global/static/filing/0001783180-24-000027.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":22,"context":"plans, programs, policies or practices, either individually or in the aggregate, would encourage executives or employees to undertake unnecessary or excess risks that were reasonably likely to have a material adverse impact on Carrier. The review included compensation strategy and philosophy, annual and LTI design, sales compensation, severance benefits (both absent a change in control of Carrier and following a change","filed_date":"2024-03-05","accession":"0001783180-24-000027","full_text":"https://origin.rootz.global/static/filing/0001783180-24-000027.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":21,"context":"ees for the 2024 Annual Meeting | 15 | | | | | Corporate Governance | 21 | | | | | Compensation of Directors | 28 | | | | | | | Share Ownership | 30 | | | | | | | PROPOSAL 2: Advisory Vote to Approve Named Executive Officer Compensation | 32 | | | | | | | Compensation Discussion and Analysis | 33 | | | | | Report of the Compensation Committee | 48 | | | | | Compensation Tables | 49 | | | | | CEO Pay Ratio | 56 | | | | |","filed_date":"2024-03-05","accession":"0001783180-24-000027","full_text":"https://origin.rootz.global/static/filing/0001783180-24-000027.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":85,"context":"roducts and services, we are a significant competitor with respect to each of our major product and service offerings. We believe that the loss of any individual contract or customer would not have a material adverse effect on our results. Raw Materials and Supplies We rely on suppliers and commodity markets to secure components and raw materials such as copper, aluminum and steel. In addition, we also use semi-conducto","filed_date":"2024-02-06","accession":"0001783180-24-000009","full_text":"https://origin.rootz.global/static/filing/0001783180-24-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":18,"context":"ve | Senior Vice President, Chief Human Resources Officer | 51 | | | Timothy White | President, Refrigeration | 50 | | David Gitlin. Mr. Gitlin was elected Chairman of the Board in April 2021 and was appointed President and Chief Executive Officer of Carrier in June 2019. Mr. Gitlin also held the position of President, HVAC from December 2019 to March 2020. He most recently served as President and Chief Operating Officer of Collins Aerospace S","filed_date":"2024-02-06","accession":"0001783180-24-000009","full_text":"https://origin.rootz.global/static/filing/0001783180-24-000009.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":62,"context":"th the buildings, structures, improvements, machinery, equipment, personal property and other tangible assets of a member of the Parent Group located thereon or used in connection therewith. Business Material Adverse Effect shall mean any event, circumstance, condition, change, development or effect that has a material adverse effect on the business, financial condition or results of operations of the Business and the T","filed_date":"2023-12-13","accession":"0001140361-23-057415","full_text":"https://origin.rootz.global/static/filing/0001140361-23-057415.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"margin_pressure","strength":100,"match_count":16,"context":"short-term economic factors such as currency fluctuations, commodity price volatility and supply disruptions. We continue to invest in our business, take pricing actions to mitigate supply chain and inflationary pressures, develop new products and services in order to remain competitive in our markets and use risk management strategies to mitigate various exposures. We believe that we have industry-leading global bra","filed_date":"2023-10-26","accession":"0001783180-23-000065","full_text":"https://origin.rootz.global/static/filing/0001783180-23-000065.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"margin_pressure","strength":100,"match_count":18,"context":"short-term economic factors such as currency fluctuations, commodity price volatility and supply disruptions. We continue to invest in our business, take pricing actions to mitigate supply chain and inflationary pressures, develop new products and services in order to remain competitive in our markets and use risk management strategies to mitigate various exposures. We believe that we have industry-leading global bra","filed_date":"2023-07-27","accession":"0001783180-23-000056","full_text":"https://origin.rootz.global/static/filing/0001783180-23-000056.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":14,"context":"in the case of clauses (a) and (b), including as a result of a merger or consolidation); provided that, in the case of clauses (a) and (b), the aggregate consideration therefor exceeds US$50,000,000. Material Adverse Effect means a material adverse effect on (a) the financial condition, operations or business of the Company and its Subsidiaries, taken as a whole, or (b) the | | 23 | | | rights of or benefits available t","filed_date":"2023-05-25","accession":"0000950142-23-001541","full_text":"https://origin.rootz.global/static/filing/0000950142-23-001541.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":26,"context":"e Agreement |  Section 24.1 | | |  Long Stop Date |  Section 10.1.1(a)(i) | | |  Losses |  Section 25.1.2 | | |  MAC Event |  Section 9.4.1(d) | | |  Manufacturing Lead Sites |  Section 22.1.3 | | |  Material Adverse Effect |  Section 12.2.1(b) | | |  Material Agreements |  Warranty Schedule, Section 17.1 | | |  Material IP Agreements |  Warranty Schedule, Section 10.6 | | |  Material Purchaser and Parent Warranties |","filed_date":"2023-04-26","accession":"0000950142-23-001205","full_text":"https://origin.rootz.global/static/filing/0000950142-23-001205.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":13,"context":"plans, programs, policies or practices, either individually or in the aggregate, would encourage executives or employees to undertake unnecessary or excess risks that were reasonably likely to have a material adverse impact on Carrier. The review included compensation strategy and philosophy, annual and LTI design, sales compensation, severance benefits (both absent a change in control of Carrier and following a change","filed_date":"2023-03-07","accession":"0001783180-23-000024","full_text":"https://origin.rootz.global/static/filing/0001783180-23-000024.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":17,"context":"Meeting | 15 | | | | | | | Corporate Governance | 20 | | | | | | | Compensation of Directors | 27 | | | | | | | | | | | Share Ownership | 29 | | | | | | | | | | | PROPOSAL 2: Advisory Vote to Approve Named Executive Officer Compensation | 31 | | | | | | | | | | | | | | | Compensation Discussion and Analysis | 32 | | | | | | | Report of the Compensation Committee | 45 | | | | | | | Compensation Tables | 46 | | | | | | |","filed_date":"2023-03-07","accession":"0001783180-23-000024","full_text":"https://origin.rootz.global/static/filing/0001783180-23-000024.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":41,"context":"pect to  6 [Table of Contents](#ifccc4432bb8b4626a46cbdb7dff22c4c_7)  each of our major product and service offerings. We believe that the loss of any individual contract or customer would not have a material adverse effect on our results. Raw Materials and Supplies We rely on suppliers and commodity markets to secure components and raw materials such as copper, aluminum and steel. In addition, we also use semi-conducto","filed_date":"2023-02-07","accession":"0001783180-23-000012","full_text":"https://origin.rootz.global/static/filing/0001783180-23-000012.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":21,"context":"enior Vice President, Chief Human Resources Officer | | 50 | | | Timothy White | | President, Refrigeration | | 49 | | David Gitlin. Mr. Gitlin was elected Chairman of the Board in April 2021 and was appointed President and Chief Executive Officer of Carrier in June 2019. Mr. Gitlin also held the position of President, HVAC from December 2019 to March 2020. He most recently served as President and Chief Operating Officer of Collins Aerospace S","filed_date":"2023-02-07","accession":"0001783180-23-000012","full_text":"https://origin.rootz.global/static/filing/0001783180-23-000012.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":37,"context":"ATION | READMORE | | | | 1 | Election of the Eight Director Nominees Named in the Proxy Statement | | | | | | | FOR each Director Nominee | Page 9 | | | | | | | | | | | | 2 | Advisory Vote to Approve Named Executive Officer Compensation | | | | | | | FOR | Page 29 | | | | | | | | | | | | 3 | Ratify Appointment of PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2022 | | | | | | | FOR | Page 53 | | | | | |","filed_date":"2022-03-01","accession":"0001783180-22-000021","full_text":"https://origin.rootz.global/static/filing/0001783180-22-000021.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"platform_shift","strength":100,"match_count":4,"context":"These include the mega-trends of urbanization, climate change and increasing requirements for food safety driven by the food needs of a growing global population and the rising standards of living in emerging markets. 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Mr. Gitlin was elected Chairman of the Board in April 2021 and was appointed President and Chief Executive Officer of Carrier in June 2019. Mr. Gitlin also held the position of President, HVAC from December 2019 to March 2020. He most recently served as President and Chief Operating Officer of Collins Aerospace f","filed_date":"2022-02-08","accession":"0001783180-22-000010","full_text":"https://origin.rootz.global/static/filing/0001783180-22-000010.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":11,"context":"related to contract liabilities as of January 1, 2021. The Company expects a majority of its contract liabilities at the end of the period to be recognized as revenue in the next 12 months.  NOTE 12: RESTRUCTURING COSTS The Company incurs costs associated with restructuring initiatives intended to improve operating performance, profitability and working capital levels. Actions associated with these initiatives may i","filed_date":"2021-10-28","accession":"0001783180-21-000065","full_text":"https://origin.rootz.global/static/filing/0001783180-21-000065.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":12,"context":"the SEC on February 9, 2021 (the \"2020 Form 10-K\"). On April3, 2020 (the \"Distribution Date\"), United Technologies Corporation, since renamed Raytheon Technologies Corporation (\"UTC\"), completed the spin-off of the Company into an independent, publicly traded company (the \"Separation\") through a pro-rata distribution (the \"Distribution\") on a one-for-one basis of all of the outstanding shares of common stoc","filed_date":"2021-10-28","accession":"0001783180-21-000065","full_text":"https://origin.rootz.global/static/filing/0001783180-21-000065.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":107,"context":"red Entities which, for the avoidance of doubt, shall not include the Parent Names or any Intellectual Property with respect thereto and (b)any Intellectual Property set forth on ScheduleII. Business Material Adverse Effect shall mean any event, change, development or effect that, individually or in the aggregate, has, or could reasonably be expected to have, a material adverse effect on the business, financial conditio","filed_date":"2021-07-30","accession":"0001783180-21-000053","full_text":"https://origin.rootz.global/static/filing/0001783180-21-000053.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":12,"context":"related to contract liabilities as of January 1, 2021. The Company expects a majority of its contract liabilities at the end of the period to be recognized as revenue in the next 12 months.  NOTE 12: RESTRUCTURING COSTS The Company incurs costs associated with restructuring initiatives intended to improve operating performance, profitability and working capital levels. Actions associated with these initiatives may i","filed_date":"2021-07-29","accession":"0001783180-21-000050","full_text":"https://origin.rootz.global/static/filing/0001783180-21-000050.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":33,"context":"MORE | | |  |  |  1 |  Election of the Eight Director Nominees Named in the Proxy Statement |  FOR each director nominee |  Page 14 | | |  |  |  |  |  |  |  | | |  |  |  2 |  Advisory Vote to Approve Named Executive Officer Compensation |  FOR |  Page 30 | | |  |  |  |  |  |  |  | | |  |  |  3 |  Appoint PricewaterhouseCoopers LLP to Serve as Independent Auditor for 2021 |  FOR |  Page 63 | | |  |  |  |  |  |  |  | | |","filed_date":"2021-03-08","accession":"0001206774-21-000621","full_text":"https://origin.rootz.global/static/filing/0001206774-21-000621.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":17,"context":"k, including market conditions and the level of other investing activities and uses of cash; delays and disruption in the delivery of materials and services from suppliers; cost reduction efforts and restructuring costs and savings and other consequences thereof; new business and investment opportunities; risks resulting from being a smaller less diversified company than prior to the Separation; the outcome of legal","filed_date":"2021-02-09","accession":"0001783180-21-000011","full_text":"https://origin.rootz.global/static/filing/0001783180-21-000011.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"platform_shift","strength":100,"match_count":4,"context":"rends include the mega-trends of urbanization, climate change and increasing requirements for food safety driven by the food needs of a growing global population and the rising standards of living in emerging markets. We believe that the Company's HVAC, Refrigeration and Fire & Security business segments are positioned to benefit from favorable secular trends, including these mega-trends, and from the strength o","filed_date":"2021-02-09","accession":"0001783180-21-000011","full_text":"https://origin.rootz.global/static/filing/0001783180-21-000011.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":39,"context":"velopment of country or regional specific variants, monitoring of and compliance with those regulations, and additional testing and certifications. We do not anticipate that these changes will have a material adverse effect upon our competitive position, results of operations, cash flows, or financial condition. Our operations are also subject to and affected by environmental regulations promulgated by federal, state an","filed_date":"2021-02-09","accession":"0001783180-21-000011","full_text":"https://origin.rootz.global/static/filing/0001783180-21-000011.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":20,"context":"), net for the year ended December 31, 2019 was primarily driven by the absence of a prior year gain of $799 million from the divestiture of Taylor, as well as the 2019 impairment of an equity method investment of $108 million. Interest (Expense) Income, Net | | | | | | | | | | | | | | | | | | | | | | | | (dollars in millions) | | 2020 | | 2019 | | 2018 | | | Interest expense | | $ | (298) | | | $ | (75) | | | $ | (84) | |","filed_date":"2021-02-09","accession":"0001783180-21-000011","full_text":"https://origin.rootz.global/static/filing/0001783180-21-000011.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"strategic_event","strength":100,"match_count":13,"context":"period for the giving of a shareowners notice as described above. -5- Notwithstanding anything in the immediately preceding paragraph to the contrary, in the event that the number of directors to be elected to the Board of Directors is increased by the Board of Directors and there is no public announcement by the Corporation naming all of the nominees for director or specifying the size of the increased Board of Directors at le","filed_date":"2020-12-14","accession":"0001140361-20-028246","full_text":"https://origin.rootz.global/static/filing/0001140361-20-028246.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":27,"context":"dditional worldwide uncertain tax positions, the revaluation of uncertain tax positions arising from examinations, appeals, court decisions or the closure of tax statutes and the Separation. NOTE 15: RESTRUCTURING COSTS  During the three and nine months ended September 30, 2020 and 2019, we recorded net pre-tax restructuring costs for new and ongoing restructuring actions as follows: | | | | | | | | | | | | | | | |","filed_date":"2020-10-29","accession":"0001783180-20-000067","full_text":"https://origin.rootz.global/static/filing/0001783180-20-000067.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"restructuring","strength":100,"match_count":27,"context":"uncertain tax positions arising from examinations, appeals, court decisions, or the closure of tax statutes and the Separation. 22 [Table of Contents](#i31836cd032cd489c8d7f893d30bf0a06_7)  NOTE 15: RESTRUCTURING COSTS  During the three and six months ended June 30, 2020 and 2019, we recorded net pre-tax restructuring costs for new and ongoing restructuring actions as follows: | | | | | | | | | | | | | | | | | | |","filed_date":"2020-07-31","accession":"0001783180-20-000052","full_text":"https://origin.rootz.global/static/filing/0001783180-20-000052.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."},{"ticker":"CARR","company":"CARRIER GLOBAL Corp","exchange":"NYSE","sector":"Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip","signal_type":"risk_factor","strength":100,"match_count":16,"context":"of the Amended Revolving Credit Agreement (other than Sections 4.01(e)(ii) and 4.01(f) thereof) are true and correct (x) in the case of the representations and warranties qualified by materiality or Material Adverse Effect in the text thereof, in all respects and (y) in the case of the representations and warranties other than those referenced in the foregoing clause (x), in all material respects and (ii) no Default or","filed_date":"2020-06-03","accession":"0001140361-20-012939","full_text":"https://origin.rootz.global/static/filing/0001140361-20-012939.html","verify":"Read the filing at the full_text URL and search for the context string to verify this signal."}],"origin":{"leaf":"24118d60b021340fee2a4223fca324923eec5540b3bc9155c0a77e4e0431ffe5","formula":"v2: sha256( sha256(content) || parent || source_accession )","content_sha256":"bd0421522faeedafa7d11ecd0491f2a1f0f04d61f18a4beed33f647115a32466","parent":null,"source":"signal_search","chain":"sec.gov/EDGAR (retrieved over TLS, accession recorded) > origin.rootz.global extraction > this response","registry":"origin.rootz.global","verify":"Recompute it: sha256(sha256(<this response body minus the origin block>) || parent || source_accession). 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