Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIS TOWERS WATSON PLCWLTW · Entity 3139 | Head- Operations & Technology | 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 | 12,960.9864 |
Reported balance
After 2019-03-15 transaction · row 1
1 source rowRow 1 · 2019-03-15 · Tax withholding · Disposed 3,803 · Balance 12,960.9864 F1: Withholding of shares by Issuer incident to the vesting and settlement of an aggregate of 8,090 performance-based restricted share units on March 15, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares by Issuer incident to the vesting and settlement of an aggregate of 8,090 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 20:14 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 3,803 | $172.25 | $655,066.75 |
DisclosureSEC source: 0001127602-19-012215 · form4.xml · nonDerivative · entry 1 Shalders David · CIK 0001590164 · Head- Operations & Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,960.9864 F1 · shares: Withholding of shares by Issuer incident to the vesting and settlement of an aggregate of 8,090 performance-based restricted share units on March 15, 2019. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 8,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008910 · form4.xml · nonDerivative · entry 1 Shalders David · CIK 0001590164 · Head- Operations & Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,763.9864 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 |
| November 09, 2018 Filed Nov 13, 2018 21:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 308 | $160.35 | $49,387.80 |
DisclosureSEC source: 0001127602-18-032850 · form4.xml · nonDerivative · entry 1 Shalders David · CIK 0001590164 · Head- Operations & Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,673 F1 · shares: Withholding of shares by Issuer incident to the vesting and settlement of an aggregate of 655 restricted share units granted on November 9, 2015. Read SEC document |
| March 02, 2018 Filed Mar 6, 2018 21:03 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 3,447 | $154.99 | $534,250.53 |
DisclosureSEC source: 0001127602-18-010332 · form4.xml · nonDerivative · entry 1 Shalders David · CIK 0001590164 · Head- Operations & Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,981 F1 · shares: Withholding of shares by Issuer incident to the vesting and settlement of an aggregate of 7,332 performance-based restricted share units on March 2, 2018. F2 · balance_after: Includes 655 restricted share units subject to the satisfaction of vesting requirements. Read SEC document |
| February 22, 2018 Filed Mar 5, 2018 22:38 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 7,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010196 · form4.xml · nonDerivative · entry 1 Shalders David · CIK 0001590164 · Head- Operations & Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,428 F1 · shares: Reflects the number of earned performance-based restricted share units, each of which represented a contingent right to receive an ordinary share of the Issuer upon satisfaction of certain pre-established performance goals based on relative total shareholder return during a three-year performance period and service requirements, that vest on March 2, 2018 subject to the reporting person's continued employment with the Issuer. F2 · balance_after: Includes 655 restricted share units subject to the satisfaction of vesting requirements. Read SEC document |
| December 18, 2017 Filed Dec 20, 2017 21:03 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 261 | $156.00 | $40,716.00 |
DisclosureSEC source: 0001127602-17-035261 · form4.xml · nonDerivative · entry 1 Shalders David · CIK 0001590164 · Head- Operations & Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,096 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of an aggregate of 555 restricted share units ("RSUs") granted on December 16, 2014. F2 · balance_after: Includes 655 RSUs subject to the satisfaction of vesting requirements. Read SEC document |
| November 09, 2017 Filed Nov 13, 2017 21:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 299 | $160.99 | $48,136.01 |
DisclosureSEC source: 0001127602-17-031901 · form4.xml · nonDerivative · entry 1 Shalders David · CIK 0001590164 · Head- Operations & Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,357 F1 · shares: Withholding of shares by Issuer incident to the vesting and settlement of 636 restricted share units granted on November 9, 2015. F2 · balance_after: Includes 1,210 RSUs subject to the satisfaction of vesting requirements. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 1,533 | $129.52 | $198,554.16 |
DisclosureSEC source: 0001127602-17-010557 · form4.xml · nonDerivative · entry 1 Shalders David · CIK 0001590164 · Head- Operations & Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,656 F1 · shares: Withholding of shares by Issuer incident to the vesting and settlement of 3,260 restricted share units granted on December 16, 2014. F2 · balance_after: Includes 1,846 restricted share units subject to the satisfaction of vesting requirements. Read SEC document |
| November 14, 2016 Filed Nov 16, 2016 21:01 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 383 | $121.63 | $46,584.29 |
DisclosureSEC source: 0001127602-16-067404 · form4.xml · nonDerivative · entry 1 Shalders David · CIK 0001590164 · Head- Operations & Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,189 F1 · shares: Represents the number of shares required to be sold by the reporting person to cover tax obligations in connection with the vesting of restricted share units ("RSUs"). F2 · balance_after: Includes 5,106 RSUs subject to the satisfaction of vesting requirements. Read SEC document |
| November 09, 2016 Filed Nov 14, 2016 14:14 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 305 | $117.18 | $35,739.90 |
DisclosureSEC source: 0001127602-16-066786 · form4.xml · nonDerivative · entry 1 Shalders David · CIK 0001590164 · Head- Operations & Technology 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,572 F1 · shares: Represents the number of shares required to be sold by the reporting person to cover tax obligations in connection with the vesting of restricted share units ("RSUs"). F2 · balance_after: Includes 5,915 RSUs subject to the satisfaction of vesting requirements. 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.