Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aon plcAON · Entity 2608 | Chief Financial Officer | February 15, 2024 | February 20, 2024 |
| Coinbase Global, Inc.COIN · Entity 480 | Director | August 20, 2026 | August 24, 2026 |
| Workday, Inc.WDAY · Entity 1785 | Director | June 18, 2024 | June 21, 2024 |
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.
Aon plc
Report date February 15, 2024 · Filed February 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary StockSEC Table I · non-derivative | Direct | 161,705.96 |
Ending reported balance
After 2024-02-16 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2024-02-15 · Grant · Acquired 47,104 · Balance 206,674.429 F1: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the sixteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 15, 2024, based on the Company's performance for the period from January 1, 2021 to December 31, 2023. Row 2 · 2024-02-15 · Tax withholding · Disposed 18,534.835 · Balance 188,139.594 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Row 3 · 2024-02-15 · Grant · Acquired 19,118 · Balance 207,257.594 F1: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the sixteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 15, 2024, based on the Company's performance for the period from January 1, 2021 to December 31, 2023. Row 4 · 2024-02-15 · Tax withholding · Disposed 7,522.694 · Balance 199,734.9 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Row 5 · 2024-02-16 · Sale · Disposed 40,164.471 · Balance 159,570.429 Row 6 · 2024-02-16 · Exercise / conversion · Acquired 872 · Balance 160,442.429 F3: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Row 7 · 2024-02-16 · Tax withholding · Disposed 343.121 · Balance 160,099.308 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Row 8 · 2024-02-16 · Exercise / conversion · Acquired 2,649 · Balance 162,748.308 F3: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Row 9 · 2024-02-16 · Tax withholding · Disposed 1,042.348 · Balance 161,705.96 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. |
| Restricted Share Unit (Right to Receive)SEC Table II · derivative / convertible security · Expires 2025-02-17 | Direct | 872 |
Reported balance
After 2024-02-16 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2024-02-16 · Exercise / conversion · Disposed 872 · Balance 872 F4: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F5: A restricted share unit award was granted on February 17, 2022 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. |
| Restricted Share Unit (Right to Receive)SEC Table II · derivative / convertible security · Expires 2026-02-16 | Direct | 5,299 |
Reported balance
After 2024-02-16 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2024-02-16 · Exercise / conversion · Disposed 2,649 · Balance 5,299 F4: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F6: A restricted share unit award was granted on February 16, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the sixteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 15, 2024, based on the Company's performance for the period from January 1, 2021 to December 31, 2023.
F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award.
F3: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award.
F4: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person.
F5: A restricted share unit award was granted on February 17, 2022 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant.
F6: A restricted share unit award was granted on February 16, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant.
Coinbase Global, Inc.
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 3,770 |
Ending reported balance
After 2026-08-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-20 · Exercise / conversion · Acquired 748 · Balance 3,827 F1: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. Row 2 · 2026-08-20 · Tax withholding · Disposed 57 · Balance 3,770 F2: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal tax withholding obligations of the Reporting Person resulting from the vesting of RSUs. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 748 |
Reported balance
After 2026-08-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-20 · Exercise / conversion · Disposed 748 · Balance 748 F4: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F1: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. F5: The RSUs vest with respect to 1/3 of the total award on August 20, 2025, and an additional 1/3 of the award vests in equal annual installments thereafter until the award is fully vested on August 20, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. F6: RSUs do not expire; they either vest or are canceled prior to vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectIrrevocable Trust | 17,000 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 17,000 F3: These shares are held of record by an irrevocable trust, of which the Reporting Person is a beneficiary. The Reporting Person disclaims beneficial ownership of the shares owned by the irrevocable trust, except to the extent of her pecuniary interest therein, if any. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person.
F2: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal tax withholding obligations of the Reporting Person resulting from the vesting of RSUs.
F3: These shares are held of record by an irrevocable trust, of which the Reporting Person is a beneficiary. The Reporting Person disclaims beneficial ownership of the shares owned by the irrevocable trust, except to the extent of her pecuniary interest therein, if any.
F4: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock.
F5: The RSUs vest with respect to 1/3 of the total award on August 20, 2025, and an additional 1/3 of the award vests in equal annual installments thereafter until the award is fully vested on August 20, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date.
F6: RSUs do not expire; they either vest or are canceled prior to vesting date.
Workday, Inc.
Report date June 18, 2024 · Filed June 21, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 136,465 |
Reported balance
After 2024-06-18 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-18 · Grant · Acquired 1,611 · Balance 136,465 F1: Includes 1,611 restricted stock units (RSUs) from an original grant with a grant date of 6/18/2024, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2025. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 1,611 restricted stock units (RSUs) from an original grant with a grant date of 6/18/2024, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2025. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 24, 2026 20:34 UTC | Coinbase Global, Inc. COIN · Entity 480 | Exercise / conversionRestricted Stock Units · Derivative | 748 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-26-000095 · wk-form4_1787603663.xml · derivative · entry 4 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 748 Underlying: Class A Common Stock · 748 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F1 · kind: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. F5 · derivative.exercise_date: The RSUs vest with respect to 1/3 of the total award on August 20, 2025, and an additional 1/3 of the award vests in equal annual installments thereafter until the award is fully vested on August 20, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. F6 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 20, 2026 Filed Aug 24, 2026 20:34 UTC | Coinbase Global, Inc. COIN · Entity 480 | Tax withholdingClass A Common Stock | 57 | $160.20 | $9,131.40 |
DisclosureSEC source: 0001679788-26-000095 · wk-form4_1787603663.xml · nonDerivative · entry 2 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,770 F2 · kind: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal tax withholding obligations of the Reporting Person resulting from the vesting of RSUs. Read SEC document |
| August 20, 2026 Filed Aug 24, 2026 20:34 UTC | Coinbase Global, Inc. COIN · Entity 480 | Exercise / conversionClass A Common Stock | 748 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-26-000095 · wk-form4_1787603663.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,827 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. F1 · kind: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:51 UTC | Coinbase Global, Inc. COIN · Entity 480 | Exercise / conversionRestricted Stock Units · Derivative | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-26-000068 · wk-form4_1781815900.xml · derivative · entry 5 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,167 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F1 · kind: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. F7 · derivative.exercise_date: The RSUs vest on the earlier of June 18, 2026, or the date of the next annual meeting of the shareholders of the Issuer, subject to the Reporting Person's continued service to the Issuer on the vesting date. F6 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:51 UTC | Coinbase Global, Inc. COIN · Entity 480 | GrantRestricted Stock Units · Derivative | 2,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-26-000068 · wk-form4_1781815900.xml · derivative · entry 4 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,392 Underlying: Class A Common Stock · 2,392 shares Expires not disclosed F4 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F5 · derivative.exercise_date: The RSUs vest on the earlier of June 16, 2027, or the date of the next annual meeting of the shareholders of the Issuer, subject to the Reporting Person's continued service to the Issuer on the vesting date. F6 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:51 UTC | Coinbase Global, Inc. COIN · Entity 480 | Tax withholdingClass A Common Stock | 88 | $169.62 | $14,926.56 |
DisclosureSEC source: 0001679788-26-000068 · wk-form4_1781815900.xml · nonDerivative · entry 2 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,079 F2 · kind: Exempt transaction pursuant to Section 16b-3(e) - payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. All of the shares reported as disposed of in this Form 4 were relinquished by the Reporting Person and cancelled by the Issuer in exchange for the Issuer's agreement to pay federal tax withholding obligations of the Reporting Person resulting from the vesting of RSUs. Read SEC document |
| June 16, 2026 Filed Jun 18, 2026 20:51 UTC | Coinbase Global, Inc. COIN · Entity 480 | Exercise / conversionClass A Common Stock | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-26-000068 · wk-form4_1781815900.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,167 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. F1 · kind: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 20:09 UTC | Coinbase Global, Inc. COIN · Entity 480 | Exercise / conversionRestricted Stock Units · Derivative | 748 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-25-000186 · wk-form4_1755893338.xml · derivative · entry 3 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,496 Underlying: Class A Common Stock · 748 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F1 · kind: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. F4 · derivative.exercise_date: The RSUs vest with respect to 1/3 of the total award on August 20, 2025, and an additional 1/3 of the award vests in equal annual installments thereafter until the award is fully vested on August 20, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. F5 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| August 20, 2025 Filed Aug 22, 2025 20:09 UTC | Coinbase Global, Inc. COIN · Entity 480 | Exercise / conversionClass A Common Stock | 748 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-25-000186 · wk-form4_1755893338.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 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. F1 · kind: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 20:21 UTC | Coinbase Global, Inc. COIN · Entity 480 | Exercise / conversionRestricted Stock Units · Derivative | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-25-000134 · wk-form4_1750710064.xml · derivative · entry 4 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,252 shares Expires not disclosed 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. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F1 · kind: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. F6 · derivative.exercise_date: The RSUs vest on the earlier of July 24, 2025, or the date of the next annual meeting of the stockholders of the Issuer, subject to the Reporting Person's continued service to the Issuer on the vesting date. F5 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 20:21 UTC | Coinbase Global, Inc. COIN · Entity 480 | GrantRestricted Stock Units · Derivative | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-25-000134 · wk-form4_1750710064.xml · derivative · entry 3 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,167 Underlying: Class A Common Stock · 1,167 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: The RSUs vest on the earlier of June 18, 2026, or the date of the next annual meeting of the stockholders of the Issuer, subject to the Reporting Person's continued service to the Issuer on the vesting date. F5 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 20:21 UTC | Coinbase Global, Inc. COIN · Entity 480 | Exercise / conversionClass A Common Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-25-000134 · wk-form4_1750710064.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,252 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. F1 · kind: Vesting of restricted stock units ("RSUs") previously granted to the Reporting Person. Read SEC document |
| July 24, 2024 Filed Jul 26, 2024 20:19 UTC | Coinbase Global, Inc. COIN · Entity 480 | GrantRestricted Stock Units · Derivative | 2,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-24-000137 · wk-form4_1722025182.xml · derivative · entry 2 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,244 Underlying: Class A Common Stock · 2,244 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F4 · derivative.exercise_date: The RSUs vest with respect to 1/3 of the total award on August 20, 2025, and an additional 1/3 of the award vests in equal annual installments thereafter until the award is fully vested on August 20, 2027, subject to the Reporting Person's continued service to the Issuer on each vesting date. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| July 24, 2024 Filed Jul 26, 2024 20:19 UTC | Coinbase Global, Inc. COIN · Entity 480 | GrantRestricted Stock Units · Derivative | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001679788-24-000137 · wk-form4_1722025182.xml · derivative · entry 1 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,252 Underlying: Class A Common Stock · 1,252 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's Class A Common Stock. F2 · derivative.exercise_date: The RSUs vest on the earlier of July 24, 2025, or the date of the next annual meeting of the stockholders of the Issuer, subject to the Reporting Person's continued service to the Issuer on the vesting date. F3 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to vesting date. Read SEC document |
| June 18, 2024 Filed Jun 21, 2024 20:22 UTC | Workday, Inc. WDAY · Entity 1785 | GrantClass A Common Stock | 1,611 | $0.00 | $0.00 |
DisclosureSEC source: 0001327811-24-000115 · wk-form4_1719001320.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,465 F1 · balance_after: Includes 1,611 restricted stock units (RSUs) from an original grant with a grant date of 6/18/2024, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2025. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 2,649 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · derivative · entry 11 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,299 Underlying: Class A Ordinary Shares · 2,649 shares Expires 2026-02-16 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. F4 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F6 · derivative.exercise_date: A restricted share unit award was granted on February 16, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F6 · derivative.expiration_date: A restricted share unit award was granted on February 16, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 872 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · derivative · entry 10 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 872 Underlying: Class A Ordinary Shares · 872 shares Expires 2025-02-17 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. F4 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F5 · derivative.exercise_date: A restricted share unit award was granted on February 17, 2022 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F5 · derivative.expiration_date: A restricted share unit award was granted on February 17, 2022 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 1,042.348 | $311.24 | $324,420.39 |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · nonDerivative · entry 9 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,705.96 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 2,649 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · nonDerivative · entry 8 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,748.308 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. F3 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F3 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 343.121 | $311.24 | $106,792.98 |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · nonDerivative · entry 7 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,099.308 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 872 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · nonDerivative · entry 6 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,442.429 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. F3 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F3 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 40,164.471 | $313.29 | $12,583,167.28 |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · nonDerivative · entry 5 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,570.429 Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 7,522.694 | $314.37 | $2,364,909.31 |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · nonDerivative · entry 4 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 199,734.9 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 19,118 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · nonDerivative · entry 3 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,257.594 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the sixteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 15, 2024, based on the Company's performance for the period from January 1, 2021 to December 31, 2023. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the sixteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 15, 2024, based on the Company's performance for the period from January 1, 2021 to December 31, 2023. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 18,534.835 | $314.37 | $5,826,796.08 |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · nonDerivative · entry 2 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,139.594 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 23:40 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 47,104 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-017366 · ownership.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 206,674.429 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the sixteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 15, 2024, based on the Company's performance for the period from January 1, 2021 to December 31, 2023. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the sixteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 15, 2024, based on the Company's performance for the period from January 1, 2021 to December 31, 2023. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:38 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 1,033 | $312.39 | $322,698.87 |
DisclosureSEC source: 0000950170-24-014783 · ownership.xml · nonDerivative · entry 5 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,570.429 F5 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $312.21 to $312.53, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:38 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 12,836 | $311.66 | $4,000,467.76 |
DisclosureSEC source: 0000950170-24-014783 · ownership.xml · nonDerivative · entry 4 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,603.429 F4 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $311.18 to $312.04, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:38 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 6,749 | $310.75 | $2,097,251.75 |
DisclosureSEC source: 0000950170-24-014783 · ownership.xml · nonDerivative · entry 3 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,439.429 F3 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $310.17 to $311.15, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 23:38 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 1,018 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014783 · ownership.xml · derivative · entry 6 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 1,018 shares Expires 2024-02-11 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. F6 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F7 · derivative.exercise_date: A restricted share unit award was granted on February 11, 2021 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F7 · derivative.expiration_date: A restricted share unit award was granted on February 11, 2021 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 23:38 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 400.571 | $312.56 | $125,202.47 |
DisclosureSEC source: 0000950170-24-014783 · ownership.xml · nonDerivative · entry 2 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,188.429 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 23:38 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 1,018 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-014783 · ownership.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 180,589 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. F1 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F1 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| July 26, 2023 Filed Jul 28, 2023 22:12 UTC | Aon plc AON · Entity 2608 | GrantPerformance Share Unit · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-043723 · doc4.xml · derivative · entry 1 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Class A Ordinary Shares · 50,000 shares Expires 2028-03-31 F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one class A ordinary share. The performance share units will vest on March 31, 2028, subject to continued employment conditions and accelerated vesting in certain circumstances, based upon the highest trading day average closing price of the class A ordinary shares of the Company for any 90 consecutive trading days (the "Average Share Price") during the performance period from July 26, 2023 to March 31, 2028: (i) entry (50%) if the Average Share Price is greater than $475, (ii) target (100%) if the Average Share Price is $500 and (iii) stretch (200%) if the Average Share Price is $550. F2 · derivative.exercise_price: No performance share units will vest if the average closing price of the Company's shares for the 90 consecutive trading days ending on March 31, 2028 is below $475. If the Average Share Price is between the entry, target and stretch levels, a proportionate number of PSUs between those levels will be earned. F1 · derivative.exercise_date: Each performance share unit represents a contingent right to receive one class A ordinary share. The performance share units will vest on March 31, 2028, subject to continued employment conditions and accelerated vesting in certain circumstances, based upon the highest trading day average closing price of the class A ordinary shares of the Company for any 90 consecutive trading days (the "Average Share Price") during the performance period from July 26, 2023 to March 31, 2028: (i) entry (50%) if the Average Share Price is greater than $475, (ii) target (100%) if the Average Share Price is $500 and (iii) stretch (200%) if the Average Share Price is $550. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 22:26 UTC | Workday, Inc. WDAY · Entity 1785 | GrantClass A Common Stock | 1,989 | $0.00 | $0.00 |
DisclosureSEC source: 0001327811-23-000123 · wf-form4_168781839590570.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,854 F1 · balance_after: Includes 1,989 restricted stock units (RSUs) from an original grant with a grant date of 6/22/2023, each of which entitle the Reporting Person to receive one share of Class A Common Stock upon settlement, which will vest 100% on 5/5/2024. All grants are subject to the Reporting Person's continued service with Workday on the applicable vesting date. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 21:19 UTC | Workday, Inc. WDAY · Entity 1785 | SaleClass A Common Stock | 33,333 | $213.21 | $7,106,928.93 |
DisclosureSEC source: 0001327811-23-000095 · wf-form4_168634556469946.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 132,865 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person dated March 2, 2023. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 02:25 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 1,523 | $306.87 | $467,363.01 |
DisclosureSEC source: 0001209191-23-012021 · doc4.xml · nonDerivative · entry 9 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,571 F1 · price: The transactions reported were effected pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 entered into on November 23, 2022. F10 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $306.65 to $307.40, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 02:25 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 3,797 | $306.11 | $1,162,299.67 |
DisclosureSEC source: 0001209191-23-012021 · doc4.xml · nonDerivative · entry 8 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 181,094 F1 · price: The transactions reported were effected pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 entered into on November 23, 2022. F9 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $305.63 to $306.62, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 02:25 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 8,753 | $305.08 | $2,670,365.24 |
DisclosureSEC source: 0001209191-23-012021 · doc4.xml · nonDerivative · entry 7 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,891 F1 · price: The transactions reported were effected pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 entered into on November 23, 2022. F8 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $304.60 to $305.46, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 02:25 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 6,455 | $304.15 | $1,963,288.25 |
DisclosureSEC source: 0001209191-23-012021 · doc4.xml · nonDerivative · entry 6 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,644 F1 · price: The transactions reported were effected pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 entered into on November 23, 2022. F7 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $303.59 to $304.58, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 17, 2023 Filed Feb 23, 2023 02:25 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 871 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-012021 · doc4.xml · derivative · entry 10 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,744 Underlying: Class A Ordinary Shares · 871 shares Expires 2025-02-17 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. F11 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F12 · derivative.exercise_date: A restricted share unit award was granted on February 17, 2022 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F12 · derivative.expiration_date: A restricted share unit award was granted on February 17, 2022 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| February 17, 2023 Filed Feb 23, 2023 02:25 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 343 | $310.27 | $106,422.61 |
DisclosureSEC source: 0001209191-23-012021 · doc4.xml · nonDerivative · entry 5 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,099 F6 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 17, 2023 Filed Feb 23, 2023 02:25 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 871 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-012021 · doc4.xml · nonDerivative · entry 4 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,442 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. F5 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F5 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 17, 2023 Filed Feb 23, 2023 02:25 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 300 | $310.78 | $93,234.00 |
DisclosureSEC source: 0001209191-23-012021 · doc4.xml · nonDerivative · entry 3 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,571 F1 · price: The transactions reported were effected pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 entered into on November 23, 2022. F4 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $310.76 to $310.79, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 17, 2023 Filed Feb 23, 2023 02:25 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 47,099 | $310.19 | $14,609,638.81 |
DisclosureSEC source: 0001209191-23-012021 · doc4.xml · nonDerivative · entry 2 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,871 F1 · price: The transactions reported were effected pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 entered into on November 23, 2022. F3 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $309.75 to $310.745, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 17, 2023 Filed Feb 23, 2023 02:25 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 3,845 | $309.54 | $1,190,181.30 |
DisclosureSEC source: 0001209191-23-012021 · doc4.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,970 F1 · price: The transactions reported were effected pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 entered into on November 23, 2022. F2 · price: The price reported is a weighted average price. Shares were sold in a series of transactions within the same trading day at prices ranging from $308.725 to $309.72, inclusive. Full information regarding the number of shares sold at each separate price is available upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| February 16, 2023 Filed Feb 22, 2023 00:37 UTC | Aon plc AON · Entity 2608 | GrantRestricted Share Unit (Right to Receive) · Derivative | 7,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011393 · doc4.xml · derivative · entry 3 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,948 Underlying: Class A Ordinary Shares · 7,948 shares Expires 2026-02-16 F3 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F4 · derivative.exercise_date: The restricted share unit award vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan as follows: 33 1/3% of the award vests on each of the first through third anniversary of the date of the grant. F4 · derivative.expiration_date: The restricted share unit award vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan as follows: 33 1/3% of the award vests on each of the first through third anniversary of the date of the grant. Read SEC document |
| February 16, 2023 Filed Feb 22, 2023 00:37 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 33,246 | $310.25 | $10,314,571.50 |
DisclosureSEC source: 0001209191-23-011393 · doc4.xml · nonDerivative · entry 2 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,815 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 16, 2023 Filed Feb 22, 2023 00:37 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 84,490 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-011393 · doc4.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,061 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the fifteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 16, 2023, based on the Company's performance for the period from January 1, 2020 to December 31, 2022. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the fifteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 16, 2023, based on the Company's performance for the period from January 1, 2020 to December 31, 2022. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 00:41 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 617 | $318.36 | $196,428.12 |
DisclosureSEC source: 0001209191-23-009506 · doc4.xml · nonDerivative · entry 3 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199,571 F3 · price: The transaction reported was effected pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1 entered into on November 23, 2022. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 00:41 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 1,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009506 · doc4.xml · derivative · entry 4 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,018 Underlying: Class A Ordinary Shares · 1,018 shares Expires 2024-02-11 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. F4 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F5 · derivative.exercise_date: A restricted share unit award was granted on February 11, 2021 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F5 · derivative.expiration_date: A restricted share unit award was granted on February 11, 2021 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. 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.