Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Johnson Controls International plc
Report date September 02, 2016 · Filed September 07, 2016
Section 16 reporting ended · disclosed 2016-09-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 38,403 |
Reported balance
After 2016-09-02 transaction · row 1
1 source rowRow 1 · 2016-09-02 · Exercise / conversion · Acquired 21,087 · Balance 38,403 F1: Reflects ordinary shares delivered on conversion of deferred stock units ("DSUs") originally granted on multiple dates through September 2008. The number of ordinary shares reflects an adjustment for the 0.955-for-1 consolidation that applied to Tyco ordinary shares and equity awards immediately prior to the merger between Johnson Controls, Inc. and a subsidiary of Tyco International plc on September 2, 2016 (the "Merger"). |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-09-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2016-09-02 · Exercise / conversion · Disposed 21,087 · Balance 0 F2: DSUs were issued under Tyco's 2004 Stock and Incentive Plan (the "Plan") at a value based on the closing price of Tyco common stock on the grant date. DSUs immediately vested upon grant date and accrued dividends while deferred. In connection with the Merger and pursuant to the terms of the DSUs, ordinary shares were delivered in respect of DSUs on a 1-for-1 basis. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects ordinary shares delivered on conversion of deferred stock units ("DSUs") originally granted on multiple dates through September 2008. The number of ordinary shares reflects an adjustment for the 0.955-for-1 consolidation that applied to Tyco ordinary shares and equity awards immediately prior to the merger between Johnson Controls, Inc. and a subsidiary of Tyco International plc on September 2, 2016 (the "Merger").
F2: DSUs were issued under Tyco's 2004 Stock and Incentive Plan (the "Plan") at a value based on the closing price of Tyco common stock on the grant date. DSUs immediately vested upon grant date and accrued dividends while deferred. In connection with the Merger and pursuant to the terms of the DSUs, ordinary shares were delivered in respect of DSUs on a 1-for-1 basis.
WILLIS TOWERS WATSON PLC
Report date May 17, 2023 · Filed May 19, 2023
Section 16 reporting ended · disclosed 2023-05-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | Direct | 7,023 |
Reported balance
After 2023-05-17 transaction · row 1
1 source rowRow 1 · 2023-05-17 · Tax withholding · Disposed 465 · Balance 7,023 F1: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 968 restricted share units granted on June 8, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 968 restricted share units granted on June 8, 2022.
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 |
|---|---|---|---|---|---|---|
| May 17, 2023 Filed May 19, 2023 20:00 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 465 | $227.39 | $105,736.35 |
DisclosureSEC source: 0001127602-23-016272 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,023 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 968 restricted share units granted on June 8, 2022. Read SEC document |
| November 09, 2022 Filed Nov 10, 2022 21:13 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 6,520 | $225.50 | $1,470,245.66 |
DisclosureSEC source: 0001127602-22-025286 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,488 F1 · price: This transaction was executed in multiple trades at prices ranging from $225.41 to $225.54. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 20:02 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-017223 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,008 F1 · shares: Comprised of 968 restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on the earlier of June 8, 2023 and the Issuer's 2023 Annual General Meeting of Shareholders. Read SEC document |
| May 11, 2022 Filed May 13, 2022 20:06 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 291 | $206.35 | $60,047.85 |
DisclosureSEC source: 0001127602-22-014395 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,040 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 605 restricted share units granted on May 11, 2021. Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 605 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016544 · form4.xml · nonDerivative · entry 2 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,331 F2 · shares: Comprised of 605 restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on the earlier of May 11, 2022 and the Issuer's 2022 Annual General Meeting of Shareholders, and are subject to pro-rata vesting based on the period served through the effective time of the business combination between the Issuer and Aon plc. Read SEC document |
| May 11, 2021 Filed May 13, 2021 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 386 | $264.25 | $102,000.50 |
DisclosureSEC source: 0001127602-21-016544 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,726 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 803 restricted share units granted on June 10, 2020. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 21:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 803 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-019440 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,112 F1 · shares: Comprised of 803 restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on June 10, 2021. Read SEC document |
| May 20, 2020 Filed May 21, 2020 20:01 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 436 | $202.99 | $88,503.64 |
DisclosureSEC source: 0001127602-20-017517 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,309 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 907 restricted share units granted on May 20, 2019. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 487 | $192.93 | $93,956.91 |
DisclosureSEC source: 0001127602-19-026723 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,745 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 1,013 restricted share units ("RSUs") granted on August 13, 2018. F2 · balance_after: Includes an aggregate of 907 RSUs subject to the satisfaction of vesting requirements. Read SEC document |
| May 20, 2019 Filed May 22, 2019 20:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 907 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019426 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,232 F1 · shares: Comprised of 907 restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on May 20, 2020. F2 · balance_after: Includes an aggregate of 1,920 RSUs subject to vesting requirements. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:09 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 476 | $147.95 | $70,424.20 |
DisclosureSEC source: 0001127602-18-025463 · form4.xml · nonDerivative · entry 2 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,325 F2 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 991 RSUs granted on August 14, 2017. F3 · balance_after: Includes 1,013 RSUs noted in footnote (1). Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 20:09 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-025463 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,801 F1 · shares: Comprised of 1,013 restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on August 13, 2019. Read SEC document |
| August 16, 2017 Filed Aug 16, 2017 20:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 5,000 | $150.92 | $754,613.00 |
DisclosureSEC source: 0001127602-17-025761 · form4.xml · nonDerivative · entry 3 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,788 F4 · price: This transaction was executed in multiple trades at prices ranging from $150.84 to $150.98. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 20:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 514 | $151.31 | $77,773.34 |
DisclosureSEC source: 0001127602-17-025761 · form4.xml · nonDerivative · entry 2 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,788 F2 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 1,069 RSUs granted on August 15, 2016. F3 · balance_after: Includes 991 RSUs noted in footnote (1). Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 20:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025761 · form4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,302 F1 · shares: Comprised of 991 restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest in full on August 14, 2018. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 13:05 UTC | Johnson Controls International plc JCI · Entity 2940 | Exercise / conversionDeferred Stock Units · Derivative | 21,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038901 · doc4.xml · derivative · entry 2 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 21,087 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: DSUs were issued under Tyco's 2004 Stock and Incentive Plan (the "Plan") at a value based on the closing price of Tyco common stock on the grant date. DSUs immediately vested upon grant date and accrued dividends while deferred. In connection with the Merger and pursuant to the terms of the DSUs, ordinary shares were delivered in respect of DSUs on a 1-for-1 basis. F2 · derivative.exercise_date: DSUs were issued under Tyco's 2004 Stock and Incentive Plan (the "Plan") at a value based on the closing price of Tyco common stock on the grant date. DSUs immediately vested upon grant date and accrued dividends while deferred. In connection with the Merger and pursuant to the terms of the DSUs, ordinary shares were delivered in respect of DSUs on a 1-for-1 basis. F2 · derivative.expiration_date: DSUs were issued under Tyco's 2004 Stock and Incentive Plan (the "Plan") at a value based on the closing price of Tyco common stock on the grant date. DSUs immediately vested upon grant date and accrued dividends while deferred. In connection with the Merger and pursuant to the terms of the DSUs, ordinary shares were delivered in respect of DSUs on a 1-for-1 basis. Read SEC document |
| September 02, 2016 Filed Sep 7, 2016 13:05 UTC | Johnson Controls International plc JCI · Entity 2940 | Exercise / conversionCommon Shares | 21,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-038901 · doc4.xml · nonDerivative · entry 1 ONEILL BRENDAN R · CIK 0001223628 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,403 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Reflects ordinary shares delivered on conversion of deferred stock units ("DSUs") originally granted on multiple dates through September 2008. The number of ordinary shares reflects an adjustment for the 0.955-for-1 consolidation that applied to Tyco ordinary shares and equity awards immediately prior to the merger between Johnson Controls, Inc. and a subsidiary of Tyco International plc on September 2, 2016 (the "Merger"). 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.