Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIS TOWERS WATSON PLCWTW · Entity 3139 | Chief Administrative Officer | April 19, 2023 | April 21, 2023 |
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.
WILLIS TOWERS WATSON PLC
Report date April 19, 2023 · Filed April 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | Direct | 9,104.48 |
Reported balance
After 2023-04-19 transaction · row 1
1 source rowRow 1 · 2023-04-19 · Tax withholding · Disposed 1 · Balance 9,104.48 F1: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of dividend equivalent rights on April 17, 2023. |
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | IndirectThe Anne D Bodnar Revocable Trust | 26,226.02 |
Reported balance
Holding disclosure · report date 2023-04-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 26,226.02 |
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 dividend equivalent rights on April 17, 2023.
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 |
|---|---|---|---|---|---|---|
| April 20, 2017 Filed Apr 24, 2017 20:09 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 302.5665 | $129.86 | $39,291.29 |
DisclosureSEC source: 0001127602-17-015362 · form4.xml · derivative · entry 1 Bodnar Anne Donovan · CIK 0001629374 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,858.1038 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 302.5665 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F2 · shares: Includes restricted share units acquired pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (the "Plan"). F1 · derivative.exercise_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F1 · derivative.expiration_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. Read SEC document |
| April 17, 2017 Filed Apr 19, 2017 20:47 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 2.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015091 · form4.xml · derivative · entry 2 Bodnar Anne Donovan · CIK 0001629374 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,555.5373 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 2.55 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F3 · shares: Represents dividends acquired pursuant to the Company's matching contribution on the participant's deferral election pursuant to the terms of the Plan and credited to the participant's account in the form of restricted share units under the Plan. F1 · derivative.exercise_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F1 · derivative.expiration_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. Read SEC document |
| April 17, 2017 Filed Apr 19, 2017 20:47 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 3.83 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015091 · form4.xml · derivative · entry 1 Bodnar Anne Donovan · CIK 0001629374 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,552.9873 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 3.83 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F2 · shares: Represents dividends acquired pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (the "Plan"). F1 · derivative.exercise_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F1 · derivative.expiration_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 2.21 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002044 · form4.xml · derivative · entry 2 Bodnar Anne Donovan · CIK 0001629374 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,549.1573 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 2.21 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F3 · shares: Represents dividends acquired pursuant to the Company's matching contribution on the participant's deferral election pursuant to the terms of the Plan and credited to the participant's account in the form of restricted share units under the Plan. F1 · derivative.exercise_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F1 · derivative.expiration_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. Read SEC document |
| January 17, 2017 Filed Jan 19, 2017 21:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 3.32 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002044 · form4.xml · derivative · entry 1 Bodnar Anne Donovan · CIK 0001629374 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,546.9473 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 3.32 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F2 · shares: Represents dividends acquired pursuant to the participant's deferral election under the Towers Watson Non-Qualified Deferred Savings plan for US Employees (the "Plan"). F1 · derivative.exercise_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F1 · derivative.expiration_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:08 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 39.55 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001530 · form4.xml · derivative · entry 2 Bodnar Anne Donovan · CIK 0001629374 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,543.6273 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 39.55 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F3 · shares: Includes restricted share units acquired pursuant to the Company's matching contribution on the participant's deferral election pursuant to the terms of the Plan and credited to the participant's account in the forms of restricted share units under the Plan. F1 · derivative.exercise_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F1 · derivative.expiration_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. Read SEC document |
| January 09, 2017 Filed Jan 11, 2017 21:08 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 59.33 | $126.01 | $7,476.17 |
DisclosureSEC source: 0001127602-17-001530 · form4.xml · derivative · entry 1 Bodnar Anne Donovan · CIK 0001629374 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504.0773 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 59.33 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F2 · shares: Includes restricted share units acquired pursuant to the participant's deferral election under the Towers Watson Non-Qualified Deferred Savings Plan for US Employees (the "Plan"). F1 · derivative.exercise_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F1 · derivative.expiration_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 20:01 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 2.03 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065011 · form4.xml · derivative · entry 2 Bodnar Anne Donovan · CIK 0001629374 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,444.7473 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 2.03 shares Expires not disclosed F3 · shares: Represents dividends acquired pursuant to the Company's matching contribution on the participant's deferral election pursuant to the terms of the Plan and credited to the participant's account in the form of RSUs under the Plan. F2 · derivative.exercise_date: Restricted share units settle 6 months after date of termination of reporting person. F2 · derivative.expiration_date: Restricted share units settle 6 months after date of termination of reporting person. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 20:01 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 3.05 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065011 · form4.xml · derivative · entry 1 Bodnar Anne Donovan · CIK 0001629374 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,442.7173 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 3.05 shares Expires not disclosed F1 · shares: Represents dividends acquired pursuant to the participant's deferral election under the Towers Watson Non-Qualified Deferred Savings plan for US Employees (the "Plan"). F2 · derivative.exercise_date: Restricted share units settle 6 months after date of termination of reporting person. F2 · derivative.expiration_date: Restricted share units settle 6 months after date of termination of reporting person. Read SEC document |
| October 10, 2016 Filed Oct 12, 2016 20:25 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 37.9511 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064723 · form4.xml · derivative · entry 2 Bodnar Anne Donovan · CIK 0001629374 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,439.6673 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 37.9511 shares Expires not disclosed F3 · shares: Includes restricted share units acquired pursuant to the Company's matching contribution on the participant's deferral election pursuant to the terms of the Plan and credited to the participant's account in the forms of restricted share units under the Plan. F2 · derivative.exercise_date: Restricted share units settle 6 months after date of termination of reporting person. F2 · derivative.expiration_date: Restricted share units settle 6 months after date of termination of reporting person. Read SEC document |
| October 10, 2016 Filed Oct 12, 2016 20:25 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 56.9266 | $131.02 Strike: $0.00 | $7,458.52 |
DisclosureSEC source: 0001127602-16-064723 · form4.xml · derivative · entry 1 Bodnar Anne Donovan · CIK 0001629374 · Head of Human Resources 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,401.7162 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 56.9266 shares Expires not disclosed F1 · shares: Includes restricted share units acquired pursuant to the participant's deferral election under the Towers Watson Non-Qualified Deferred Savings Plan for US Employees (the "Plan"). F2 · derivative.exercise_date: Restricted share units settle 6 months after date of termination of reporting person. F2 · derivative.expiration_date: Restricted share units settle 6 months after date of termination of reporting person. Read SEC document |
| June 30, 2016 Filed Jan 5, 2017 21:12 UTC Amendment | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 108 | $124.31 | $13,425.48 |
DisclosureSEC source: 0001127602-17-001050 · form4a.xml · nonDerivative · entry 1 Bodnar Anne Donovan · CIK 0001629374 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,260.089 F1 · shares: This Form 4/A amends the Form 4 filed on July 5, 2016 solely to correct the number of shares listed in Table I, columns 4 and 5. Other than the foregoing, no other changes have been made to the original Form 4. F1 · balance_after: This Form 4/A amends the Form 4 filed on July 5, 2016 solely to correct the number of shares listed in Table I, columns 4 and 5. Other than the foregoing, no other changes have been made to the original Form 4. F2 · balance_after: Includes 78.741 shares not previously disclosed, from dividend reinvestment transaction. 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.