Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aon plcAON · Entity 2608 | Director | June 15, 2023 | June 20, 2023 |
| NISOURCE INC.NI · Entity 3270 | Director | May 25, 2021 | May 27, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Aon plc
Report date June 15, 2023 · Filed June 20, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary StockSEC Table I · non-derivative | Direct | 27,278 |
Ending reported balance
After 2023-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-15 · Grant · Acquired 635 · Balance 27,455 F1: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Row 2 · 2023-06-15 · Tax withholding · Disposed 177 · Balance 27,278 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award. |
Filing footnotes · ownership attribution and instrument terms
F1: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.
F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award.
NISOURCE INC.
Report date May 25, 2021 · Filed May 27, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,497.524 |
Reported balance
After 2021-05-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-25 · Grant · Acquired 5,922 · Balance 61,497.524 F1: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2: This amount includes 531.403 RSUs received pursuant to the dividend equivalent provisions of the RSU awards and which are subject to the same vesting conditions as the underlying RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan.
F2: This amount includes 531.403 RSUs received pursuant to the dividend equivalent provisions of the RSU awards and which are subject to the same vesting conditions as the underlying RSUs.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 15, 2023 Filed Jun 20, 2023 20:10 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 177 | $331.06 | $58,597.62 |
DisclosureSEC source: 0001209191-23-038344 · doc4.xml · nonDerivative · entry 2 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,278 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:10 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 635 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-038344 · doc4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,455 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| November 28, 2022 Filed Feb 14, 2023 23:30 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 14 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009366 · doc5.xml · nonDerivative · entry 3 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,820 Read SEC document |
| November 28, 2022 Filed Feb 14, 2023 23:30 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 20 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009366 · doc5.xml · nonDerivative · entry 2 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,834 Read SEC document |
| November 28, 2022 Filed Feb 14, 2023 23:30 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 667 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009366 · doc5.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,854 Read SEC document |
| June 17, 2022 Filed Jun 23, 2022 00:01 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 771 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-038783 · doc4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,521 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| December 14, 2021 Filed Feb 11, 2022 21:18 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 608 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008845 · doc5.xml · nonDerivative · entry 2 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,750 Read SEC document |
| December 14, 2021 Filed Feb 11, 2022 21:18 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 69 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-008845 · doc5.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,358 Read SEC document |
| June 25, 2021 Filed Jun 29, 2021 22:36 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 797 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-043762 · doc4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,427 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| May 25, 2021 Filed May 27, 2021 01:31 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,922 | $25.33 | $150,004.26 |
DisclosureSEC source: 0001127602-21-018112 · form4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,497.524 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes 531.403 RSUs received pursuant to the dividend equivalent provisions of the RSU awards and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| June 19, 2020 Filed Jun 23, 2020 22:39 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 943 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-038628 · doc4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,630 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| May 27, 2020 Filed May 29, 2020 21:09 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 600 | $197.80 | $118,679.40 |
DisclosureSEC source: 0001209191-20-032989 · doc4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,687 F1 · kind: On April 1, 2020, Aon plc, an Irish public limited company (the "Company"), became the successor of Aon plc, a public limited company incorporated under the laws of England and Wales ("Aon UK"), pursuant to a scheme of arrangement under English law. Pursuant to the transaction, all outstanding Class A ordinary shares of Aon UK were exchanged, on a one-for-one basis, for Class A ordinary shares of the Company, and Aon UK became a wholly owned subsidiary of the Company. The transaction did not alter the proportionate interests of security holders F2 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $197.790 to $197.845, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| May 19, 2020 Filed May 21, 2020 15:31 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,965.293 | $23.05 | $137,500.00 |
DisclosureSEC source: 0001127602-20-017462 · form4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,044.121 F1 · shares: Represents an award of restricted stock units ("RSU") granted as part of the non-employee director's annual compensation and which vests in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. RSUs represent a contingent right to receive one share of the Company's common stock upon vesting pursuant to the Company's 2020 Omnibus Plan. F2 · balance_after: This amount includes 269.1 RSUs received pursuant to the dividend equivalent provisions of the RSU awards and which are subject to the same vesting conditions as the underlying RSUs. Read SEC document |
| June 21, 2019 Filed Jun 25, 2019 22:12 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 917 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-039009 · doc4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,287 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. Read SEC document |
| May 07, 2019 Filed May 8, 2019 18:28 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 4,956.741 | $27.74 | $137,500.00 |
DisclosureSEC source: 0001127602-19-017716 · form4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,809.728 F1 · shares: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock pursuant to the Company's 2010 Omnibus Plan. The RSUs granted as part of the non-employee director's annual compensation and vest in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. F2 · balance_after: This amount includes 167.016 Restricted Stock Units ("RSUs") acquired pursuant to a dividend reinvestment feature of the RSUs granted under the Company's 2010 Omnibus Plan. Read SEC document |
| June 22, 2018 Filed Jun 25, 2018 23:00 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 1,240 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-039474 · doc4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,370 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person. Read SEC document |
| May 08, 2018 Filed May 9, 2018 20:15 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,478.088 | $25.10 | $137,500.01 |
DisclosureSEC source: 0001127602-18-016738 · form4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,685.971 F1 · shares: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Company's common stock pursuant to the NiSource Inc. 2010 Omnibus Incentive Plan. The RSUs are granted as part of the non-employee director's annual compensation and vest in full on the last day of the director's annual term for which the RSUs are awarded, subject to certain acceleration conditions. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 22:08 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Shares | 1,209 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-009694 · edgar.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,130 F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person. Read SEC document |
| May 09, 2017 Filed May 11, 2017 15:47 UTC | NISOURCE INC. NI · Entity 3270 | GrantCommon Stock | 5,394.191 | $24.10 | $130,000.00 |
DisclosureSEC source: 0001127602-17-017658 · form4.xml · nonDerivative · entry 1 WOO CAROLYN Y · CIK 0001205211 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,054.751 F1 · shares: Represents restricted stock units granted as part of non-employee director's compensation. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.