Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AXIS CAPITAL HOLDINGS LTDAXS · Entity 3686 | Director | January 15, 2020 | January 17, 2020 |
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.
AXIS CAPITAL HOLDINGS LTD
Report date January 15, 2020 · Filed January 17, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 21,056 |
Reported balance
After 2020-01-15 transaction · row 1
1 source rowRow 1 · 2020-01-15 · Grant · Acquired 3,806 · Balance 21,056 F1: Common Shares issued as director's fees using January 15, 2020 closing price of $60.41. |
Filing footnotes · ownership attribution and instrument terms
F1: Common Shares issued as director's fees using January 15, 2020 closing price of $60.41.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WILLIS TOWERS WATSON PLC
Report date May 11, 2022 · Filed October 27, 2022 · Amendment
Section 16 reporting ended · disclosed 2022-10-27. Current position is not established by this disclosure.
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | Direct | 8,784 |
Reported balance
After 2022-05-11 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2022-05-11 · Tax withholding · Disposed 291 · Balance 8,784 F1: 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. |
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 605 restricted share units granted on May 11, 2021.
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 11, 2022 Filed May 13, 2022 20:05 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 291 | $206.35 | $60,047.85 |
DisclosureSEC source: 0001127602-22-014393 · form4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,366 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, 2022 Filed Oct 27, 2022 20:02 UTC Amendment | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 291 | $206.35 | $60,047.85 |
DisclosureSEC source: 0001127602-22-024429 · form4a.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,784 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 20:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 605 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016537 · form4.xml · nonDerivative · entry 2 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,075 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 20:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 687 | $264.25 | $181,539.75 |
DisclosureSEC source: 0001127602-21-016537 · form4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,470 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 1,431 restricted share units granted on June 10, 2020. Read SEC document |
| June 10, 2020 Filed Jun 11, 2020 21:08 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 1,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-019443 · form4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,157 F1 · shares: Comprised of 1,431 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 20:05 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: 0001127602-20-017525 · form4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,726 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 |
| January 15, 2020 Filed Jan 17, 2020 17:00 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 3,806 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-004063 · doc4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,056 F1 · price: Common Shares issued as director's fees using January 15, 2020 closing price of $60.41. Read SEC document |
| August 13, 2019 Filed Aug 15, 2019 20:06 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: 0001127602-19-026722 · form4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,162 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 20:03 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 907 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019422 · form4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,649 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 |
| January 15, 2019 Filed Jan 17, 2019 17:37 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 4,066 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-004335 · doc4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,250 F1 · price: Common Shares issued as director's fees using January 15, 2019 closing price of $54.10. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:11 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: 0001127602-18-025466 · form4.xml · nonDerivative · entry 2 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,742 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 20:11 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 1,013 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-025466 · form4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,218 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 |
| January 16, 2018 Filed Jan 17, 2018 18:40 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 4,451 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-004096 · doc4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,184 F1 · price: Common Shares issued as director's fees using January 16, 2018 closing price of $49.42. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 20:03 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: 0001127602-17-025753 · form4.xml · nonDerivative · entry 2 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,205 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 20:03 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 991 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-025753 · form4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,719 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 |
| January 17, 2017 Filed Jan 19, 2017 16:33 UTC | AXIS CAPITAL HOLDINGS LTD AXS · Entity 3686 | GrantCommon Shares | 3,406 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-004494 · doc4.xml · nonDerivative · entry 1 Zeller Wilhelm · CIK 0001467886 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,733 F1 · price: Common Shares issued as director's fees using January 17, 2017 closing price of $64.59. 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.