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    SEC Form SC 13D/A filed by Carrier Global Corporation (Amendment)

    3/22/24 6:24:01 AM ET
    $CARR
    Industrial Machinery/Components
    Industrials
    Get the next $CARR alert in real time by email
    SC 13D/A 1 dp208700_sc13da-a1.htm FORM SC 13D/A

     

    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION

    Washington, D.C. 20549

     

    SCHEDULE 13D/A

    Under the Securities Exchange Act of 1934

    (Amendment No. 1)

     

     
    Carrier Global Corporation
    (Name of Issuer)
     
    Common Stock, par value $0.01 per share
    (Title of Class of Securities)
     
    14448C104
    (CUSIP Number)
     

    Viessmann Group GmbH & Co. KG

    Im Birkenried 1

    35088 Battenberg

    Germany

    +49 (0) 6452 9296 000

     

    With a copy to:

    Leo Borchardt

    Davis Polk & Wardwell London LLP

    5 Aldermanbury Square

    London NW5 3LH

    United Kingdom
    Telephone: +44 20 7418 1334

    (Name, Address and Telephone Number of Person Authorized to

    Receive Notices and Communications)

     
    March 21, 2024
    (Date of Event which Requires Filing of this Statement)
     

    If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§240.13d-1(e), 240.13d-l(f) or 240.13d-l(g), check the following box. ☐

     

    Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See § 240.13d-7(b) for other parties to whom copies are to be sent.

     
    *The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page.
     
    The information required on the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). 
     

     

     

     

    CUSIP No. 14448C104

     

     1

    Name of Reporting Person

    Viessmann Group GmbH & Co. KG

     
    2

    Check the Appropriate Box if a Member of a Group

    (a) ☐

    (b) ☐

    3

    SEC Use Only

     
    4

    Source of Funds

    OO

     
    5

    Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)

    ☐
    6

    Citizenship or Place of Organization

     Germany

     

    NUMBER OF

    SHARES 

    BENEFICIALLY

    OWNED BY 

    EACH

    REPORTING 

    PERSON

    WITH 

    7

    Sole Voting Power

    0

    8

    Shared Voting Power

    58,608,959 (See item 5)

    9 

    Sole Dispositive Power

    0

    10

    Shared Dispositive Power

    58,608,959 (See item 5)

    11

    Aggregate Amount Beneficially Owned by Each Reporting Person

    58,608,959 (See item 5)

     
    12

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares  

    ☐
    13

    Percent of Class Represented by Amount in Row (11)

    6.53% (See item 5)

     
    14

    Type of Reporting Person (See Instructions)

    PN

     

    2 

     

    CUSIP No. 14448C104

     

     1

    Names of Reporting Person

    Viessmann Komplementär B.V.

     
    2

    Check the Appropriate Box if a Member of a Group

    (a) ☐

    (b) ☐

    3

    SEC Use Only

     
    4

    Source of Funds

    OO

     
    5

    Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)

    ☐
    6

    Citizenship or Place of Organization

    The Netherlands

     

    NUMBER OF

    SHARES 

    BENEFICIALLY

    OWNED BY 

    EACH

    REPORTING 

    PERSON

    WITH 

    7

    Sole Voting Power

    0

    8

    Shared Voting Power

    58,608,959 (See item 5)

    9 

    Sole Dispositive Power

    0

    10

    Shared Dispositive Power

    58,608,959 (See item 5)

    11

    Aggregate Amount Beneficially Owned by Each Reporting Person

    58,608,959 (See item 5)

     
    12

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

    ☐
    13

    Percent of Class Represented by Amount in Row (11)

    6.53% (See item 5)

     
    14

    Type of Reporting Person (See Instructions)

    CO

     

    3 

     

    CUSIP No. 14448C104

     

     1

    Names of Reporting Person

    Viessmann Beteiligungs AG

     
    2

    Check the Appropriate Box if a Member of a Group

    (a) ☐

    (b) ☐

    3

    SEC Use Only

     
    4

    Source of Funds

    OO

     
    5

    Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)

    ☐
    6

    Citizenship or Place of Organization

    Switzerland

     

    NUMBER OF

    SHARES 

    BENEFICIALLY

    OWNED BY 

    EACH

    REPORTING 

    PERSON

    WITH 

    7

    Sole Voting Power

    0

    8

    Shared Voting Power

    58,608,959 (See item 5)

    9 

    Sole Dispositive Power

    0

    10

    Shared Dispositive Power

    58,608,959 (See item 5)

    11

    Aggregate Amount Beneficially Owned by Each Reporting Person

    58,608,959 (See item 5)

     
    12

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

    ☐
    13

    Percent of Class Represented by Amount in Row (11)

    6.53% (See item 5)

     
    14

    Type of Reporting Person (See Instructions)

    CO

     

    4 

     

    CUSIP No. 14448C104

     

     1

    Names of Reporting Person

    Maximilian Viessmann

     
    2

    Check the Appropriate Box if a Member of a Group

    (a) ☐

    (b) ☐

    3

    SEC Use Only

     
    4

    Source of Funds

    OO

     
    5

    Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)

    ☐
    6

    Citizenship or Place of Organization

    Germany

     

    NUMBER OF

    SHARES 

    BENEFICIALLY

    OWNED BY 

    EACH

    REPORTING 

    PERSON

    WITH 

    7

    Sole Voting Power

    0

    8

    Shared Voting Power

    58,608,959 (See item 5)

    9 

    Sole Dispositive Power

    0

    10

    Shared Dispositive Power

    58,608,959 (See item 5)

    11

    Aggregate Amount Beneficially Owned by Each Reporting Person

    58,608,959 (See item 5)

     
    12

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

    ☐
    13

    Percent of Class Represented by Amount in Row (11)

    6.53% (See item 5)

     
    14

    Type of Reporting Person (See Instructions)

    IN

     

    5 

     

    CUSIP No. 14448C104

     

     1

    Names of Reporting Person

    Johanna 391 Vermögensverwaltungs GmbH (to be renamed Viessmann Traeger HoldCo GmbH)

     
    2

    Check the Appropriate Box if a Member of a Group

    (a) ☐ 

    (b) ☐

    3

    SEC Use Only

     
    4

    Source of Funds

    OO

     
    5

    Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e)

    ☐
    6

    Citizenship or Place of Organization

    Germany

     

    NUMBER OF

    SHARES 

    BENEFICIALLY

    OWNED BY 

    EACH

    REPORTING 

    PERSON

    WITH 

    7

    Sole Voting Power

    0

    8

    Shared Voting Power

    38,095,823 (See item 5)

    9 

    Sole Dispositive Power

    0

    10

    Shared Dispositive Power

    38,095,823(See item 5)

    11

    Aggregate Amount Beneficially Owned by Each Reporting Person

     

    38,095,823 (See item 5)

     
    12

    Check if the Aggregate Amount in Row (11) Excludes Certain Shares

    ☐
    13

    Percent of Class Represented by Amount in Row (11)

    4.24% (See item 5)

     
    14

    Type of Reporting Person (See Instructions)

    OO

     

    6 

     

    Explanatory Note

     

    This Amendment No. 1 (this “Amendment”) amends and supplements the Schedule 13D originally filed with the Securities and Exchange Commmission on January 9, 2024 by Viessmann Group GmbH & Co. KG, a limited partnership (Kommanditgesellschaft) organized under the laws of Germany (“Viessmann Group KG”), its sole general partner, Viessmann Komplementär B.V., a limited liability company (besloten venootschap met beperkte aansprakelijkheid) organized under the laws of the Netherlands (“Viessmann GP”), and managing limited partner, Viessmann Beteiligungs AG, a corporation (Aktiengesellschaft) organized under the laws of Switzerland (“Viessmann LP”), and Maximilian Viessmann, as a director and the controlling stockholder of each of Viessmann GP and Viessmann LP (the “Original Schedule 13D” and, as amended and supplemented by this Amendment, the “Schedule 13D”). This Amendment serves as an original Schedule 13D filing for Johanna 391 Vermögensverwaltungs GmbH (to be renamed Viessmann Traeger HoldCo GmbH, “Viessmann HoldCo”), a limited liability company (Gesellschaft mit beschränkter Haftung) organized under the laws of Germany and a direct wholly owned subsidiary of Viessmann Group KG.

     

    The purpose of this Amendment is to report that, as a result of an internal reorganization and pursuant to that certain Contribution Agreement dated March 21, 2024 by and between Viessmann Group KG and Viessman HoldCo (the “Contribution Agreement”), Viessmann Group KG transferred 38,095,823 shares of Common Stock to Viessmann HoldCo in the form of a contribution to the capital of Viessmann HoldCo. The internal reorganization resulted in no change to the aggregate number of shares of Common Stock beneficially owned by the Reporting Persons.

     

    Except as specifically provided herein, this Amendment does not modify any of the information previously reported on the Original Schedule 13D. Capitalized terms not otherwise defined in this Amendment shall have the same meanings ascribed thereto in the Original Schedule 13D.

     

    Item 2. Identity and Background

     

    Item 2 of the Original Schedule 13D is hereby amended and restated as follows:  

     

    This Schedule 13D is being filed by Viessmann Group KG, Viessmann GP, Viessmann LP, Maximilian Viessmann and Viessmann HoldCo. Each of the foregoing is referred to herein as a “Reporting Person” and collectively as the “Reporting Persons.”

     

    The principal business address for each of the Reporting Persons is Im Birkenried 1, 35088 Battenberg, Germany.

     

    Viessmann Group KG is an independent family holding company and a global group that invests in a diversified range of businesses on behalf of the Viessmann family. Viessmann GP is the sole general partner of Viessmann Group KG. Viessmann LP is a managing limited partner of Viessmann Group KG. Maximilian Viessmann is a director, the President and Chief Executive Officer and the controlling stockholder of each of Viessmann GP and Viessmann LP. Viessmann HoldCo is a direct wholly owned subsidiary of Viessmann Group KG. As such, Mr. Viessmann is in a position indirectly to determine the investment and voting decisions made by each of Viessmann GP, Viessmann LP, Viessmann Group KG and Viessmann HoldCo. Mr. Viessmann’s present principal occupation is as Chief Executive Officer of Viessmann Group KG.

     

    In accordance with the provisions of General Instruction C to Schedule 13D, information concerning the name, business address, citizenship and present principal occupation or employment (and the name, principal business and address of any corporation or other organization in which such employment is conducted) of each director and executive officer of Viessmann HoldCo, Viessmann Group KG, Viessmann GP and Viessmann LP (collectively, the “Covered Persons”), as required by Item 2 of Schedule 13D, is set forth in Schedule I hereto and is incorporated by reference herein. Each of the Covered Persons other than Mr. Viessmann expressly disclaims beneficial ownership of any shares of Common Stock held by any of the Reporting Persons.

     

    During the last five years the Reporting Persons have not and, to the knowledge of the Reporting Persons, without independent verification, none of the Covered Persons identified on Schedule I hereto has been (i) convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors) or (ii) a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a

     

    7 

     

    judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.

     

    The Reporting Persons have executed a joint filing agreement, dated as of March 21, 2024, with respect to the joint filing of the Schedule 13D and any amendment or amendments hereto, the full text of which is filed as Exhibit 99.1 hereto and incorporated herein by reference. 

     

    Item 3. Source and Amount of Funds or Other Consideration.

     

    Item 3 of the Original Schedule 13D is hereby amended and supplemented by adding the following paragraph at the end thereof:

     

    On March 21, 2024, Viessmann Group KG and Viessmann Holdco entered into the Contribution Agreement, pursuant to which Viessmann Group KG transferred 38,095,823 shares of Common Stock to Viessmann HoldCo in the form of a contribution to the capital of Viessmann HoldCo.

     

    Item 5: Interest in Securities of the Issuer

     

    Item 5(a)-(b) of the Original Schedule 13D is hereby amended and restated in its entirety as follows:

     

    (a)-(b) As of March 21, 2024, the Reporting Persons may be deemed to have beneficially owned an aggregate of 58,608,959 shares of Common Stock, representing approximately 6.53% of the total outstanding shares of Common Stock (such percentage is calculated based on 898,364,047 shares of Common Stock outstanding as of January 31, 2024 according to information provided by the Issuer to the Reporting Persons). As of March 21, 2024, Viessmann Group KG was the record and beneficial owner of 20,513,136 shares of Common Stock and Viessmann HoldCo was the record and beneficial owner of 38,095,823 shares of Common Stock. Each of Viessmann GP, as the sole general partner of Viessmann Group KG, Viessmann LP, as a managing limited partner of Viessmann Group KG, and Mr. Viessmann, as the director and controlling stockholder of each of Viessmann GP and Viessmann LP, may be deemed to be the beneficial owner of the shares of Common Stock held by each of Viessmann Group KG and Viessmann HoldCo. In addition, Viessmann Group KG, as the sole stockholder of Viessmann HoldCo, may be deemed to be the beneficial owner of the shares of Common Stock held by Viessmann HoldCo.

     

    As of March 21, 2024, none of the Covered Persons identified on Schedule I hereto beneficially owned any shares of Common Stock, except that Dr. Ulrich Hüllmann was the beneficial owner of shares of Common Stock. Each of the Covered Persons other than Mr. Viessmann expressly disclaims beneficial ownership of any shares of Common Stock held by any of the Reporting Persons.

     

    Item 6: Contracts, Arrangements, Understandings or Relationships With Respect to Securities of the Issuer

     

    Item 6 of the Original Schedule 13D is hereby amended and supplemented by adding the following paragraph at the end thereof:

     

    Contribution Agreement

     

    On March 21, 2024, Viessmann Group KG and Viessmann HoldCo entered into the Contribution Agreement, pursuant to which Viessmann Group KG transferred 38,095,823 shares of Common Stock to Viessmann HoldCo in the form of a contribution to the capital of Viessmann HoldCo.

     

    8 

     

    Item 7: Material to be Filed as Exhibits

     

    Item 7 of the Original Schedule 13D is hereby amended and restated in its entirety as follows:

     

    Exhibit 99.1 Joint Filing Agreement, dated as of March 21, 2024, by and among Johanna 391 Vermögensverwaltungs GmbH, Viessmann Group GmbH & Co. KG, Viessmann Komplementär B.V., Viessmann Beteiligungs AG and Maximilian Viessmann.
    Exhibit 99.2 Share Purchase Agreement, dated as of April 25, 2023, by and among Carrier Global Corporation, Blitz F23-620 GmbH (subsequently renamed Johann Purchaser GmbH) and Viessmann Group GmbH & Co. KG (incorporated by reference to Exhibit 99.2 to the Original Schedule 13D).
    Exhibit 99.3 Post-Closing Amendment to Share Purchase Agreement, dated as of January 2, 2024, by and among Carrier Global Corporation, Johann Purchaser GmbH and Viessmann Group GmbH & Co. KG. (incorporated by reference to Exhibit 99.3 to the Original Schedule 13D).
    Exhibit 99.4 Investor Rights Agreement, dated as of January 2, 2024, by and among Carrier Global Corporation and Viessmann Group GmbH & Co. KG (incorporated by reference to Exhibit 99.4 to the Original Schedule 13D).
    Exhibit 99.5 License Agreement, dated as of January 2, 2024, by and among Carrier Global Corporation, Viessmann Group GmbH & Co. KG and Carrier Innovative Technologies GmbH (incorporated by reference to Exhibit 99.5 to the Original Schedule 13D).
    Exhibit 99.6 Transitional Services Agreement, dated as of January 2, 2024, by and among Carrier Global Corporation, Viessmann Climate Solutions SE and Viessmann Group GmbH & Co. KG. (incorporated by reference to Exhibit 99.6 to the Original Schedule 13D).
    Exhibit 99.7  Limited Power of Attorney of Maximilian Viessmann, dated as of March 21, 2024.
    Exhibit 99.8 Contribution Agreement, dated as of March 21, 2024, by and among Viessmann Group GmbH & Co. KG and Johanna 391 Vermögensverwaltungs GmbH.

    9 

     

    SIGNATURE

     

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     

    Date: March 21, 2024

     

      VIESSMANN GROUP GMBH & CO. KG  
         
      By:  Viessmann Komplementär B.V.,
     its sole general partner
     
         
         
      By: /s/ Maximilian Viessmann  
        Name:  Maximilian Viessmann    
        Title:    President and Chief Executive Officer   
           
           
      By: /s/ Frauke von Polier  
        Name:  Frauke von Polier  
        Title:    Executive Board Member and Chief People Officer  
           
           
      VIESSMANN KOMPLEMENTÄR B.V.  
         
         
      By: /s/ Maximilian Viessmann  
        Name: Maximilian Viessmann  
        Title:   President and Chief Executive Officer   
           
           
      By: /s/ Frauke von Polier  
        Name:  Frauke von Polier  
        Title:    Executive Board Member and Chief People Officer  
           
         
      VIESSMANN BETEILIGUNGS AG  
         
         
      By: /s/ Maximilian Viessmann  
        Name: Maximilian Viessmann  
        Title:   President and Chief Executive Officer   
           
           
      By: /s/ Frauke von Polier  
        Name:  Frauke von Polier  
        Title:    Executive Board Member and Chief People Officer  
           
         
      /s/ Maximilian Viessmann  
      MAXIMILIAN VIESSMANN  
         

    10 

     

      JOHANNA 391 VERMÖGENSVERWALTUNGS GMBH
         
         
      By: /s/ Maximilian Viessmann  
        Name:  Maximilian Viessmann    
        Title:    Managing Director  
           

    11 

     

    EXHIBIT INDEX

     

    Exhibit 99.1 Joint Filing Agreement, dated as of March 21, 2024, by and among Johanna 391 Vermögensverwaltungs GmbH, Viessmann Group GmbH & Co. KG, Viessmann Komplementär B.V., Viessmann Beteiligungs AG and Maximilian Viessmann.
    Exhibit 99.2 Share Purchase Agreement, dated as of April 25, 2023, by and among Carrier Global Corporation, Blitz F23-620 GmbH (subsequently renamed Johann Purchaser GmbH) and Viessmann Group GmbH & Co. KG (incorporated by reference to Exhibit 99.2 to the Original Schedule 13D).
    Exhibit 99.3 Post-Closing Amendment to Share Purchase Agreement, dated as of January 2, 2024, by and among Carrier Global Corporation, Johann Purchaser GmbH and Viessmann Group GmbH & Co. KG. (incorporated by reference to Exhibit 99.3 to the Original Schedule 13D).
    Exhibit 99.4 Investor Rights Agreement, dated as of January 2, 2024, by and among Carrier Global Corporation and Viessmann Group GmbH & Co. KG (incorporated by reference to Exhibit 99.4 to the Original Schedule 13D).
    Exhibit 99.5 License Agreement, dated as of January 2, 2024, by and among Carrier Global Corporation, Viessmann Group GmbH & Co. KG and Carrier Innovative Technologies GmbH (incorporated by reference to Exhibit 99.5 to the Original Schedule 13D).
    Exhibit 99.6 Transitional Services Agreement, dated as of January 2, 2024, by and among Carrier Global Corporation, Viessmann Climate Solutions SE and Viessmann Group GmbH & Co. KG. (incorporated by reference to Exhibit 99.6 to the Original Schedule 13D).
    Exhibit 99.7 Limited Power of Attorney of Maximilian Viessmann, dated as of March 21, 2024.
    Exhibit 99.8 Contribution Agreement, dated as of March 21, 2024, by and among Viessmann Group GmbH & Co. KG and Johanna 391 Vermögensverwaltungs GmbH.

    12 

     

    SCHEDULE I

     

    In accordance with the provisions of General Instruction C to Schedule 13D, the name of each director and executive officer of each of Johanna 391 Vermögensverwaltungs GmbH (to be renamed Viessmann Traeger HoldCo GmbH), Viessmann Group GmbH & Co. KG, Viessmann Komplementär B.V. and Viessmann Beteiligungs AG, together with their citizenship and present principal occupation or employment (and the name, principal business and address of any corporation or other organization in which such employment is conducted) is set forth below.

     

    The principal business address for each person listed below is Im Birkenried 1, 35088 Battenberg, Germany, unless otherwise indicated.

     

    VIESSMANN GROUP GMBH & CO. KG

     

    Viessmann Group GmbH & Co. KG is managed by Viessmann Komplementär B.V., its sole managing partner. The name of each director and executive officer of Viessmann Komplementär B.V. is set out below.

     

    VIESSMANN KOMPLEMENTÄR B.V.

     

    Name

    Citizenship

    Present Principal Occupation or Employment and Principal Address of Corporation in which Employment is Conducted

    Maximilian Viessmann Germany President and Chief Executive Officer, Viessmann Group
    Dr. Ulrich Hüllmann Germany Chief Financial Officer, Viessmann Group
    Frauke von Polier Germany Chief People Officer, Viessmann Group
    Boris Scukanec Hopinski Croatia Chief Operating Officer, Viessmann Group
    Prof. Dr. Martin Viessmann Germany Professional board member
    Prof. Dr. Thomas Rödder Germany Tax Advisor and Partner, Flick Gocke Schaumburg, Bonn, Fritz-Schäffer-Straße 1, 53113 Bonn, Germany
    Dr. Albert Christmann Germany Chairman and General Partner, Dr. August Oetker KG, ⁠⁠Friedrich-List-Str. 5, ⁠33617 Bielefeld, Germany
    Madeleine Jahr Germany Managing Director, Houlihan Lokey, Marienturm,  Taunusanlage 9-10, 60329 Frankfurt am Main, Germany
    Dr. Dieter Heuskel Germany Professional board member

     

    VIESSMANN BETEILIGUNGS AG

     

    Name

    Citizenship

    Present Principal Occupation or Employment and Principal Address of Corporation in which Employment is Conducted

    Maximilian Viessmann Germany President and Chief Executive Officer, Viessmann Group
    Dr. Ulrich Hüllmann Germany Chief Financial Officer, Viessmann Group
    Frauke von Polier Germany Chief People Officer, Viessmann Group
    Boris Scukanec Hopinski Croatia Chief Operating Officer, Viessmann Group
    Prof. Dr. Martin Viessmann Germany Professional board member
    Prof. Dr. Thomas Rödder Germany Tax Advisor and Partner, Flick Gocke Schaumburg, Bonn, Fritz-Schäffer-Straße 1, 53113 Bonn, Germany
    Dr. Albert Christmann Germany Chairman and General Partner, Dr. August Oetker KG, ⁠⁠Friedrich-List-Str. 5, ⁠33617 Bielefeld, Germany
    Madeleine Jahr Germany Managing Director, Houlihan Lokey, Marienturm,  Taunusanlage 9-10, 60329 Frankfurt am Main, Germany
    Dr. Dieter Heuskel Germany Professional board member
    Dr. Christophe Sarasin Switzerland Partner, Fromer Rechtsanwälte, St. Jakobs-Strasse 7, 4052 Basel, Switzerland

    13 

     

    JOHANNA 391 VERMÖGENSVERWALTUNGS GMBH (to be renamed Viessmann Traeger HoldCo GmbH)

     

    Name

    Citizenship

    Present Principal Occupation or Employment and Principal Address of Corporation in which Employment is Conducted

    Maximilian Viessmann Germany President and Chief Executive Officer, Viessmann Group
    Dr. Ulrich Hüllmann Germany Chief Financial Officer, Viessmann Group
    Ole Oldenburg Germany Co-Head of Family Office, Viessmann Group

    14 

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    • Amendment: SEC Form SCHEDULE 13G/A filed by Carrier Global Corporation

      SCHEDULE 13G/A - CARRIER GLOBAL Corp (0001783180) (Subject)

      5/13/25 5:53:18 PM ET
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      Industrial Machinery/Components
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    • Amendment: SEC Form SCHEDULE 13G/A filed by Carrier Global Corporation

      SCHEDULE 13G/A - CARRIER GLOBAL Corp (0001783180) (Subject)

      5/13/25 11:44:13 AM ET
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      Industrial Machinery/Components
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    • SEC Form 10-Q filed by Carrier Global Corporation

      10-Q - CARRIER GLOBAL Corp (0001783180) (Filer)

      5/1/25 1:39:15 PM ET
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    Press Releases

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    • Carrier Hosts 2025 Investor Day to Showcase Transformed Portfolio and Focused Strategy for Growth and Significant Value Creation

      Highlights transformed portfolio – simplified, focused and balanced – and strategies to accelerate organic sales growth with differentiated product offerings, aftermarket solutions, and advanced systems designed to expand customer valueDetails Value Creation Framework targeting 6-8% organic sales growth, over 50 basis points of adjusted operating margin expansion and continued mid-teens adjusted EPS growthUnderscores disciplined capital allocation strategy with approximately $15 billion available to deploy over the medium-term towards shareholder value creationPALM BEACH GARDENS, Fla., May 19, 2025 /PRNewswire/ -- Carrier Global Corporation (NYSE:CARR), global leader in intelligent climate a

      5/19/25 6:30:00 AM ET
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      Industrial Machinery/Components
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    • Carrier to Present at the Wolfe Research 18th Annual Global Transportation & Industrials Conference

      PALM BEACH GARDENS, Fla., May 13, 2025 /PRNewswire/ -- Carrier Global Corporation (NYSE:CARR) Chairman & CEO David Gitlin and Senior Vice President & CFO Patrick Goris will speak at the Wolfe Research 18th Annual Global Transportation & Industrials Conference on Tuesday, May 20, 2025 at 10:25 a.m. ET. The event will be broadcast live at ir.carrier.com. A webcast replay will be available on the website following the event. About CarrierCarrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating solutions that matter for people

      5/13/25 4:15:00 PM ET
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      Industrial Machinery/Components
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    • Carrier Announces Additional $1 Billion Investment in U.S. Manufacturing Footprint, Advanced Cutting-Edge R&D and Workforce Expansion

      Investment creates 4,000 jobs and new state-of-the-art facility PALM BEACH GARDENS, Fla., May 13, 2025 /PRNewswire/ -- Carrier Global Corporation (NYSE:CARR), global leader in intelligent climate and energy solutions, today announced plans to invest an additional $1 billion over five years in U.S. manufacturing, innovation and workforce expansion, incremental to its ongoing commitments to American operations. The investment is expected to create 4,000 highly skilled jobs in R&D, manufacturing and field service. "This investment marks the next chapter in our commitment to U.S.

      5/13/25 7:00:00 AM ET
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    Leadership Updates

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    • Carrier Completes Acquisition of Addvolt, Enhancing its Electrification Solutions

      PALM BEACH GARDENS, Fla., May 2, 2025 /PRNewswire/ -- Carrier Global Corporation (NYSE:CARR), global leader in intelligent climate and energy solutions, has acquired long-term partner Addvolt, S.A., a Portuguese transport electrification technology company. Addvolt offers patented, non-invasive, low-maintenance electric systems for use with refrigerated vans, trucks, trailers and containers. Its plug-in electric systems for refrigerated transportation markets avoid fuel usage and reduce major emissions, including noise, particulates, nitrogen oxide and carbon dioxide. "By comb

      5/2/25 9:00:00 AM ET
      $CARR
      Industrial Machinery/Components
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    • Carrier Global Corporation Appoints Amy Miles to its Board of Directors

      PALM BEACH GARDENS, Fla., Jan. 15, 2025 /PRNewswire/ -- Carrier Global Corporation (NYSE:CARR), global leader in intelligent climate and energy solutions, today announced the election of Amy Miles, former Chair of the Board and Chief Executive Officer of Regal Entertainment Group, to its Board of Directors, effective immediately. She will serve on the Board's Audit and Governance Committees. "Amy brings to Carrier extensive experience in business, innovation and operational leadership. Her demonstrated expertise in increasing shareholder value by driving customer, operational

      1/15/25 4:15:00 PM ET
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      Industrial Machinery/Components
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    • Xylem Appoints Meredith Emmerich to Lead Applied Water Segment

      Xylem Inc. (NYSE:XYL), a leading global water solutions company, has named Meredith Emmerich Senior Vice President and President, Applied Water, effective October 21. Emmerich will join Xylem's senior leadership team, reporting to President and Chief Executive Officer Matthew Pine. Applied Water is one of Xylem's four reportable business segments, providing advanced water management solutions for customers in the industrial and commercial buildings markets. Emmerich succeeds Franz Cerwinka, who will serve as senior advisor until March 2025, to ensure a smooth and orderly transition. Before joining Xylem, Emmerich was Vice President of Carrier Global Corporation's (NYSE:CARR) Global Enter

      10/15/24 6:55:00 AM ET
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      $XYL
      Industrial Machinery/Components
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      Fluid Controls

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    • Carrier Reports Strong First Quarter 2025 Results

      Net sales down 4% given prior year divestiture; organic sales up 2%GAAP EPS of $0.47 up 147% and adjusted EPS of $0.65 up 27%GAAP operating margin up 500 bps; adjusted operating margin up 210 bpsNet cash flows from operating activities were $483 million and free cash flow was $420 millionReturned $1.5 billion to shareholders through share repurchases and dividends and paid down $1.2 billion in debtFully mitigating impact of tariffs in effect todayIncreasing full-year 2025 adjusted earnings per share guidanceTransitioned to new segment reportingPALM BEACH GARDENS, Fla., May 1, 2025 /PRNewswire/ -- Carrier Global Corporation (NYSE:CARR), global leader in intelligent climate and energy solution

      5/1/25 6:30:00 AM ET
      $CARR
      Industrial Machinery/Components
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    • Carrier First Quarter 2025 Earnings Advisory

      PALM BEACH GARDENS, Fla., April 22, 2025 /PRNewswire/ -- Carrier Global Corporation (NYSE:CARR), global leader in intelligent climate and energy solutions, will release its first quarter 2025 earnings on Thursday, May 1, 2025 and host a conference call and webcast at 7:30 a.m. ET. The webcast and presentation will be available at ir.carrier.com. To listen to the earnings call by phone, participants must pre-register at the following link: Carrier Earnings Call Registration. All registrants will receive dial-in information and a PIN allowing access to the live call. A recording

      4/22/25 4:15:00 PM ET
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    • Carrier Board of Directors Declares Quarterly Cash Dividend

      PALM BEACH GARDENS, Fla., April 9, 2025 /PRNewswire/ -- Carrier Global Corporation (NYSE:CARR), global leader in intelligent climate and energy solutions, announced today that its Board of Directors declared a quarterly dividend of $0.225 per outstanding share of Carrier common stock. The dividend will be payable on May 22, 2025 to shareowners of record at the close of business on May 2, 2025. About CarrierCarrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating solutions that matter for people and our planet for generatio

      4/9/25 4:15:00 PM ET
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    $CARR
    Large Ownership Changes

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    • Amendment: SEC Form SC 13D/A filed by Carrier Global Corporation

      SC 13D/A - CARRIER GLOBAL Corp (0001783180) (Subject)

      11/29/24 10:35:44 AM ET
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      Industrial Machinery/Components
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    • Amendment: SEC Form SC 13D/A filed by Carrier Global Corporation

      SC 13D/A - CARRIER GLOBAL Corp (0001783180) (Subject)

      11/20/24 12:07:48 PM ET
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      Industrial Machinery/Components
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    • Amendment: SEC Form SC 13D/A filed by Carrier Global Corporation

      SC 13D/A - CARRIER GLOBAL Corp (0001783180) (Subject)

      11/15/24 1:21:27 PM ET
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    Insider Trading

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    • SEC Form 3 filed by new insider Heim Thomas

      3 - CARRIER GLOBAL Corp (0001783180) (Issuer)

      5/16/25 4:54:22 PM ET
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    • SEC Form 3 filed by new insider Gierges Michael Lotfy

      3 - CARRIER GLOBAL Corp (0001783180) (Issuer)

      5/9/25 5:27:00 PM ET
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      Industrial Machinery/Components
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    • SEC Form 3 filed by new insider Dryden Edward C.

      3 - CARRIER GLOBAL Corp (0001783180) (Issuer)

      5/9/25 5:25:56 PM ET
      $CARR
      Industrial Machinery/Components
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