Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIS TOWERS WATSON PLCWTW · Entity 3139 | Head of Benefits Deliv & Admin | January 17, 2023 | January 19, 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 January 17, 2023 · Filed January 19, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitSEC Table II · derivative / convertible security | Direct | 25,272.7374 |
Reported balance
After 2023-01-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-01-17 · Grant · Acquired 73.9091 · Balance 25,272.7374 F1: 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: Represents dividends acquired under the Willis Towers Watson Non-Qualified Deferred Savings Plan for U.S. Employees pursuant to the participant's deferral election and automatic deferral of earned awards under the Company's Long-Term Incentive Plan. |
| Restricted Share UnitSEC Table II · derivative / convertible security | Direct | 25,280.5606 |
Reported balance
After 2023-01-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-01-17 · Grant · Acquired 7.8232 · Balance 25,280.5606 F1: 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: Represents dividends acquired pursuant to the Company's matching contribution on the participant's deferral pursuant to the terms of the Willis Towers Watson Non-Qualified Deferred Savings Plan for U.S. Employees and credited to the participant's account in the form of restricted share units. |
| Restricted Share UnitSEC Table II · derivative / convertible security | Direct | 5,903.4294 |
Reported balance
After 2023-01-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-01-17 · Grant · Acquired 19.1321 · Balance 5,903.4294 F4: Vested shares under the Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis on the first business day of the month on which the NASDAQ Stock Market is open for business following the earlier of (i) the date that is 6 months after the reporting person's separation from service and (ii) the date that is 30 days after the reporting person's death. F5: Represents dividends acquired pursuant to the Company's contribution under the Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees and credited to the participant's account in the form of restricted share units. |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security | Direct | 11.76 |
Reported balance
After 2023-01-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-01-17 · Grant · Acquired 3.363 · Balance 11.76 F6: The dividend equivalent rights accrued on a time-based restricted share unit award and will vest based on the same vesting schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: Represents dividends acquired under the Willis Towers Watson Non-Qualified Deferred Savings Plan for U.S. Employees pursuant to the participant's deferral election and automatic deferral of earned awards under the Company's Long-Term Incentive Plan.
F3: Represents dividends acquired pursuant to the Company's matching contribution on the participant's deferral pursuant to the terms of the Willis Towers Watson Non-Qualified Deferred Savings Plan for U.S. Employees and credited to the participant's account in the form of restricted share units.
F4: Vested shares under the Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis on the first business day of the month on which the NASDAQ Stock Market is open for business following the earlier of (i) the date that is 6 months after the reporting person's separation from service and (ii) the date that is 30 days after the reporting person's death.
F5: Represents dividends acquired pursuant to the Company's contribution under the Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees and credited to the participant's account in the form of restricted share units.
F6: The dividend equivalent rights accrued on a time-based restricted share unit award and will vest based on the same vesting schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share.
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 |
|---|---|---|---|---|---|---|
| September 15, 2017 Filed Sep 19, 2017 20:13 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingRestricted Share Unit · Derivative | 424 | $152.42 | $64,626.08 |
DisclosureSEC source: 0001127602-17-027731 · form4.xml · derivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,693.755 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 424 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: This represents restricted share units that were withheld by the Issuer to satisfy local withholding tax requirements. 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 |
| September 15, 2017 Filed Sep 19, 2017 20:13 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 17,981 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027731 · form4.xml · derivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,117.755 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 17,981 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: The Reporting Person was granted unvested performance-vesting restricted share units (PVRSUs) on September 25, 2013, which vest over a three-year performance period to the extent that certain predetermined performance criteria are achieved and based on the Reporting Person's continued employment with the Issuer. Pursuant to the terms of the applicable award agreement, the award's performance in the event of a Change in Control occurring during the performance period was considered to be the greater of target or actual performance at the time of the Change in Control. As the PVRSUs were accruing at 204% at the time of the Willis Towers Watson merger, that level of performance was locked in upon the closing of the merger. The PVRSUs thereafter vested and were settled in shares on September 15, 2017 and are reported herein. The number of PVRSUs that vested includes additional restricted share units granted as a result of the special dividend declared by Towers Watson on December 29, 2015. In order to maintain the Company's tax deductions, these shares are being deferred into the Towers Watson Non-Qualified Deferred Savings Plan for US Employees. 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 |
| July 17, 2017 Filed Jul 18, 2017 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 4.3895 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023768 · form4.xml · derivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,136.755 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 4.3895 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 |
| July 17, 2017 Filed Jul 18, 2017 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 6.5411 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023768 · form4.xml · derivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,132.3655 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 6.5411 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 |
| July 13, 2017 Filed Jul 17, 2017 21:29 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 39.4442 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023664 · form4.xml · derivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125.8244 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 39.4442 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 |
| July 13, 2017 Filed Jul 17, 2017 21:29 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 67.6184 | $146.48 | $9,904.74 |
DisclosureSEC source: 0001127602-17-023664 · form4.xml · derivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,086.3802 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 67.6184 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 |
| July 13, 2017 Filed Oct 12, 2017 20:03 UTC Amendment | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 39.4442 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029774 · form4a.xml · derivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125.8244 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 39.4442 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. F4 · 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 |
| July 13, 2017 Filed Oct 12, 2017 20:03 UTC Amendment | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 67.6184 | $145.71 | $9,852.68 |
DisclosureSEC source: 0001127602-17-029774 · form4a.xml · derivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,086.3802 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 67.6184 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"). F3 · price: This Form 4/A amends the original filing made on July 17, 2017 solely to correct the share price set forth in Table II, Column 8, Row 1. Other than the foregoing, no other changes have been made to the original Form 4. 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 20, 2017 Filed Apr 24, 2017 20:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 184.5801 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015354 · form4.xml · derivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,018.7618 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 184.5801 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 |
| April 20, 2017 Filed Apr 24, 2017 20:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 316.4179 | $129.86 | $41,090.03 |
DisclosureSEC source: 0001127602-17-015354 · form4.xml · derivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,834.1817 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 316.4179 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 21:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 4.27 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015102 · form4.xml · derivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,517.7638 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 4.27 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 21:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 6.19 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015102 · form4.xml · derivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,513.4938 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 6.19 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 21:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 3.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002049 · form4.xml · derivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,507.3038 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 3.76 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 21:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 5.44 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002049 · form4.xml · derivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,503.5438 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 5.44 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 21:10 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 51.84 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001532 · form4.xml · derivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,498.1038 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 51.84 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 21:10 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 77.75 | $126.01 | $9,797.28 |
DisclosureSEC source: 0001127602-17-001532 · form4.xml · derivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,446.2638 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 77.75 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 |
| December 01, 2016 Filed Dec 8, 2016 21:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GiftOrdinary Shares, nominal value $0.000304635 per share | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069498 · form4.xml · nonDerivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Indirect · Trusts Disclosed balance after: 1,720 F1 · shares: 80 shares gifted to each of the following irrevocable trusts for the benefit of the reporting person's immediate family members: ETW Trust; SCW Trust; GHW Trust; CPW Trust. F2 · ownership.nature: Irrevocable trusts for the benefit of the reporting person's immediate family members as follows: 125 shares- BSW1 Trust; 125 shares- MMW Trust; 125 shares- TSW Trust; 125 shares- JASW Trust; 125 shares- CSW Trust; 125 shares- KAW Trust; 125 shares- BSW2 Trust; 125 shares- MJW Trust; 180 shares- SCW Trust; 180 shares- ETW Trust; 180 shares- CPW Trust; 180 shares- GHW Trust. Read SEC document |
| December 01, 2016 Filed Dec 8, 2016 21:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GiftOrdinary Shares, nominal value $0.000304635 per share | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069498 · form4.xml · nonDerivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,633.836 F1 · shares: 80 shares gifted to each of the following irrevocable trusts for the benefit of the reporting person's immediate family members: ETW Trust; SCW Trust; GHW Trust; CPW Trust. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 3.5 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065016 · form4.xml · derivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,368.5138 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 3.5 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 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 5.06 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065016 · form4.xml · derivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,365.0138 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 5.06 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 20:28 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 49.7342 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064725 · form4.xml · derivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,359.9538 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 49.7342 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 20:28 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 74.6014 | $131.02 Strike: $0.00 | $9,774.28 |
DisclosureSEC source: 0001127602-16-064725 · form4.xml · derivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,310.2196 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 74.6014 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 |
| September 15, 2016 Filed Sep 19, 2016 20:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 4,606 | $122.30 | $563,313.80 |
DisclosureSEC source: 0001127602-16-062783 · form4.xml · nonDerivative · entry 2 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,954.836 F2 · shares: This represents shares that were withheld by the Issuer to satisfy local withholding tax requirements. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 20:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 11,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062783 · form4.xml · nonDerivative · entry 1 WICKES GENE H · CIK 0001213376 · Head of Exchange Solutions 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,560.836 F1 · shares: The Reporting Person was granted unvested performance-vesting restricted stock units (PVRSUs) on September 25, 2013, which vest over a three-year performance period to the extent that certain predetermined performance criteria are achieved and based on the Reporting Person's continued employment with the Issuer. On August 20, 2016, the Compensation Committee certified the extent to which the performance criteria applicable to such PVRSUs were achieved; therefore, pursuant to the terms of the applicable award agreement, PVRSUs thereafter vested and were settled in shares on September 15, 2016 and are reported herein. The number of PVRSUs that vested includes additional Restricted Stock Units (RSUs) granted as a result of the special dividend declared by Towers Watson on December 29, 2015. 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.