Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIS TOWERS WATSON PLCWLTW · Entity 3139 | Head of Western Europe | March 15, 2019 | March 19, 2019 |
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 March 15, 2019 · Filed March 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | Direct | 35,015.6233 |
Reported balance
After 2019-03-15 transaction · row 1
1 source rowRow 1 · 2019-03-15 · Tax withholding · Disposed 3,045 · Balance 35,015.6233 F1: Withholding of shares by Issuer incident to the vesting and settlement of an aggregate of 6,478 performance-based restricted share units on March 15, 2019. |
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | IndirectAccount of Deborah Morris, spouse | 5,924.5 |
Reported balance
Holding disclosure · report date 2019-03-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,924.5 |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares by Issuer incident to the vesting and settlement of an aggregate of 6,478 performance-based restricted share units on March 15, 2019.
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 |
|---|---|---|---|---|---|---|
| March 15, 2019 Filed Mar 19, 2019 20:16 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 3,045 | $172.25 | $524,501.25 |
DisclosureSEC source: 0001127602-19-012218 · form4.xml · nonDerivative · entry 1 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,015.6233 F1 · shares: Withholding of shares by Issuer incident to the vesting and settlement of an aggregate of 6,478 performance-based restricted share units on March 15, 2019. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 6,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008914 · form4.xml · nonDerivative · entry 1 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,060.6233 F1 · shares: Represents the number of performance-based restricted share units earned upon the certification of the achievement of certain pre-established performance goals based on relative total shareholder return during a three-year performance period that ended on December 31, 2018, each of which represents the right to receive one ordinary share of the Issuer upon its vesting on March 15, 2019 subject to the terms of the award agreement. This number also includes the number of ordinary shares of the Issuer that are issuable pursuant to the dividend equivalent right under the terms of the award agreement providing for the accrual of dividends in the form of additional restricted share units that vested and are payable at the same time as the underlying performance-based restricted share units. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 21:10 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Exercise / conversionStock Option (right to buy) · Derivative | 40,531 | $0.00 Strike: $110.58 | $0.00 |
DisclosureSEC source: 0001127602-19-005989 · form4.xml · derivative · entry 4 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 40,531 shares Expires 2022-09-10 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_date: The stock option was fully vested and exercisable as of July 1, 2018. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 21:10 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 40,531 | $170.73 | $6,919,987.33 |
DisclosureSEC source: 0001127602-19-005989 · form4.xml · nonDerivative · entry 2 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,582.6233 F1 · price: This transaction was executed in multiple trades at prices ranging from $170.325 to $171.140. 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 |
| February 12, 2019 Filed Feb 14, 2019 21:10 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Exercise / conversionOrdinary Shares, nominal value $0.000304635 per share | 40,531 | $110.58 | $4,481,917.98 |
DisclosureSEC source: 0001127602-19-005989 · form4.xml · nonDerivative · entry 1 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,113.6233 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. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 7,627 | $152.42 | $1,162,507.34 |
DisclosureSEC source: 0001127602-17-027726 · form4.xml · nonDerivative · entry 2 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,582.6233 F2 · shares: This represents shares that were withheld by the Issuer to satisfy local withholding tax requirements. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 16,228 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027726 · form4.xml · nonDerivative · entry 1 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,209.6233 F1 · 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. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 20:03 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 4,338 | $122.30 | $530,537.40 |
DisclosureSEC source: 0001127602-16-062787 · form4.xml · nonDerivative · entry 2 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,248.75 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 20:03 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 9,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062787 · form4.xml · nonDerivative · entry 1 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,586.75 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 |
| September 15, 2016 Filed Feb 15, 2017 21:17 UTC Amendment | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 4,338 | $122.30 | $530,537.40 |
DisclosureSEC source: 0001127602-17-006301 · form4a.xml · nonDerivative · entry 2 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,981.6233 F1 · balance_after: This Form 4/A amends the Form 4 filed on September 19, 2016 solely to correct the number of shares listed in Table I, Column 5, Rows 1 and 2. Other than the foregoing, no other changes have been made to the original Form 4. F2 · balance_after: Includes 732.8733 shares not previously disclosed, from dividend reinvestment transactions. Read SEC document |
| September 15, 2016 Filed Feb 15, 2017 21:17 UTC Amendment | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 9,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-006301 · form4a.xml · nonDerivative · entry 1 Morris Paul G · CIK 0001528300 · Head of Western Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,319.6233 F1 · balance_after: This Form 4/A amends the Form 4 filed on September 19, 2016 solely to correct the number of shares listed in Table I, Column 5, Rows 1 and 2. Other than the foregoing, no other changes have been made to the original Form 4. F2 · balance_after: Includes 732.8733 shares not previously disclosed, from dividend reinvestment transactions. 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.