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 |
|---|---|---|---|---|---|---|
| February 16, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 1,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · derivative · entry 15 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,974 Underlying: Class A Ordinary Shares · 1,974 shares Expires 2019-02-18 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. F7 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with U.K. law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F10 · derivative.exercise_date: A restricted share unit award was granted on February 18, 2016 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 aniversary of the date of grant. F10 · derivative.expiration_date: A restricted share unit award was granted on February 18, 2016 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 aniversary of the date of grant. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 1,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · derivative · entry 14 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 1,775 shares Expires 2018-02-19 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. F7 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with U.K. law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F9 · derivative.exercise_date: A restricted share unit award was granted on February 19, 2015 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 aniversary of the date of grant. F9 · derivative.expiration_date: A restricted share unit award was granted on February 19, 2015 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 aniversary of the date of grant. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 627 | $140.86 | $88,319.22 |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 12 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,924 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of withholding taxes in connection with the vesting of the award. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 1,591 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 11 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,551 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 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F6 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 777 | $140.86 | $109,448.22 |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 10 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,960 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of withholding taxes in connection with the vesting of the award. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 1,974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 9 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,737 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 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F6 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 699 | $140.86 | $98,461.14 |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 8 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,763 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of withholding taxes in connection with the vesting of the award. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 1,775 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 7 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,462 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 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F6 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 84,470 | $140.96 | $11,906,891.20 |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 6 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,687 F4 · price: The transaction reported was effected pursuant to a trading plan entered into on November 21, 2017 meeting the requirements of Rule 10b5-1. 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 $140.89 to $141.63, 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, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Stock | 12,100 | $140.62 | $1,701,502.00 |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 5 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 316,157 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 $139.89 to $140.88, 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. F4 · price: The transaction reported was effected pursuant to a trading plan entered into on November 21, 2017 meeting the requirements of Rule 10b5-1. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | GrantRestricted Share Unit (Right to Receive) · Derivative | 3,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · derivative · entry 13 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,577 Underlying: Class A Ordinary Shares · 3,577 shares Expires 2021-02-15 F7 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with U.K. law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F8 · 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. F8 · 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 15, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 41,770 | $140.89 | $5,884,975.30 |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 4 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 328,257 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of withholding taxes in connection with the vesting of the award. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 106,157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 3 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,027 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the tenth 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, 2018, based on the Company's performance for the period from January 1, 2015 to December 31, 2017. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the tenth 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, 2018, based on the Company's performance for the period from January 1, 2015 to December 31, 2017. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 20,896 | $140.89 | $2,944,037.44 |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 2 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,870 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of withholding taxes in connection with the vesting of the award. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 02:00 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 53,079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-011752 · doc4.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 284,766 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the tenth 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, 2018, based on the Company's performance for the period from January 1, 2015 to December 31, 2017. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the tenth 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, 2018, based on the Company's performance for the period from January 1, 2015 to December 31, 2017. Read SEC document |
| June 20, 2017 Filed Jun 22, 2017 23:39 UTC | Workday, Inc. WDAY · Entity 1785 | GrantClass A Common Stock | 3,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-041482 · doc4.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,922 F1 · balance_after: Includes 3,619 Restricted Stock Units (RSUs) granted under the Issuer's 2012 Equity Incentive Plan. The grant will entitle the Reporting Person to receive one share of Class A Common Stock for each vested RSU upon settlement, which will take place within 30 days of vesting. The RSUs will vest one-hundred percent (100%) on May 15, 2018, subject to the Reporting Person's continued service with the Issuer on such date. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:31 UTC | Aon plc AON · Entity 2608 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 93,466 | Not disclosed Strike: $45.90 | Not disclosed |
DisclosureSEC source: 0001179110-17-003062 · edgar.xml · derivative · entry 5 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 93,466 shares Expires 2017-11-12 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 · price: Stock option granted pursuant to Aon Stock Incentive Plan. F4 · derivative.exercise_date: Vesting occurred in accordance with the terms of Aon Stock Incentive Plan as follows: one-third of the options vested on each of the second through fourth anniversary of the date of the grant. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:31 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Shares | 200 | $117.67 | $23,534.00 |
DisclosureSEC source: 0001179110-17-003062 · edgar.xml · nonDerivative · entry 4 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,687 F1 · kind: The transaction was effected pursuant to a trading plan meeting the requirements of Rule 10b5-1. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 22:31 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Shares | 17,899 | $116.46 | $2,084,517.54 |
DisclosureSEC source: 0001179110-17-003062 · edgar.xml · nonDerivative · entry 3 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,887 F1 · kind: The transaction was effected pursuant to a trading plan meeting the requirements of Rule 10b5-1. 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 $116.22 to $116.92, 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, 2017 Filed Feb 23, 2017 22:31 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Shares | 75,367 | $115.71 | $8,720,715.57 |
DisclosureSEC source: 0001179110-17-003062 · edgar.xml · nonDerivative · entry 2 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,786 F1 · kind: The transaction was effected pursuant to a trading plan meeting the requirements of Rule 10b5-1. 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 $115.22 to 116.20, 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, 2017 Filed Feb 23, 2017 22:31 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Shares | 93,466 | $45.90 | $4,289,622.07 |
DisclosureSEC source: 0001179110-17-003062 · edgar.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,153 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: The transaction was effected pursuant to a trading plan meeting the requirements of Rule 10b5-1. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 1,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · derivative · entry 12 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,948 Underlying: Class A Ordinary Shares · 1,974 shares Expires 2019-02-18 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. F9 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on 1-for-1 basis. In accordance with U.K. 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 18, 2016 and vests in accordance with the terms of the Aon Stock Incentive Plan as follows: 33 1/3% of the awards vest on each of the first through third anniversaries of the date of the grant. F12 · derivative.expiration_date: A restricted share unit award was granted on February 18, 2016 and vests in accordance with the terms of the Aon Stock Incentive Plan as follows: 33 1/3% of the awards vest on each of the first through third anniversaries of the date of the grant. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 1,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · derivative · entry 11 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,775 Underlying: Class A Ordinary Shares · 1,774 shares Expires 2018-02-19 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. F9 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on 1-for-1 basis. In accordance with U.K. law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F11 · derivative.exercise_date: A restricted share unit award was granted on February 19, 2015 and vests in accordance with the terms of the Aon Stock Incentive Plan as follows: 33 1/3% of the awards vest on each of the first through third anniversaries of the date of the grant. F11 · derivative.expiration_date: A restricted share unit award was granted on February 19, 2015 and vests in accordance with the terms of the Aon Stock Incentive Plan as follows: 33 1/3% of the awards vest on each of the first through third anniversaries of the date of the grant. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,534 | Not disclosed Strike: $45.90 | Not disclosed |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · derivative · entry 9 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 6,534 shares Expires 2017-11-12 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. F8 · price: Stock option granted pursuant to Aon Stock Incentive Plan. F7 · derivative.exercise_date: Vesting occurred in accordance with the terms of Aon Stock Incentive Plan as follows: one-third of the options vested on the each of the second through fourth anniversary of the date of grant. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Shares | 829 | $117.53 | $97,432.37 |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · nonDerivative · entry 8 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,687 F6 · kind: Class A Ordinary Shares withheld by the issuer for the payment of withholding taxes in connection with the vesting of a restricted share unit award. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Shares | 1,974 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · nonDerivative · entry 7 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,516 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, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Shares | 745 | $117.53 | $87,559.85 |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · nonDerivative · entry 6 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,542 F6 · kind: Class A Ordinary Shares withheld by the issuer for the payment of withholding taxes in connection with the vesting of a restricted share unit award. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Shares | 1,774 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · nonDerivative · entry 5 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,287 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, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | SaleClass A Ordinary Shares | 48,216 | $117.42 | $5,661,426.29 |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · nonDerivative · entry 4 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,513 F3 · kind: The transactions reported were effected pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1. F4 · price: The price reported is a weighted average price. The shares were sold in multiple transactions at prices ranging from $116.740 to $117.590, inclusive. The reporting person undertakes to provide to Aon plc, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Shares | 6,534 | $45.90 | $299,877.93 |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · nonDerivative · entry 3 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,729 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: The transactions reported were effected pursuant to a trading plan meeting the requirements of SEC Rule 10b5-1. Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | GrantRestricted Share Unit (Right to Receive) · Derivative | 4,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · derivative · entry 10 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,775 Underlying: Class A Ordinary Shares · 4,775 shares Expires 2020-02-16 F9 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on 1-for-1 basis. In accordance with U.K. law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F10 · 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 awards vest on each of the first through third anniversaries of the date of the grant. F10 · 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 awards vest on each of the first through third anniversaries of the date of the grant. Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Shares | 30,120 | $117.28 | $3,532,473.60 |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · nonDerivative · entry 2 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,195 F2 · kind: Class A Ordinary Shares withheld by the issuer for the payment of withholding taxes in connection with the vesting of a performance share unit award. Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 01:31 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Shares | 71,802 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002850 · edgar.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,315 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share units originally granted approximately three years ago under the ninth cycle of the Leadership Performance Program ("LPP9") on March 13, 2014. The number of shares issued was determined by the Organization and Compensation Committee of Aon's Board of Directors on February 16, 2017 based upon Aon's performance relative to a cumulative adjusted three year earnings per share target for the period beginning January 1, 2014 and ending December 31, 2016. The terms of LPP9 are more fully described in Aon plc's proxy statement filed with the SEC on April 24, 2015. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share units originally granted approximately three years ago under the ninth cycle of the Leadership Performance Program ("LPP9") on March 13, 2014. The number of shares issued was determined by the Organization and Compensation Committee of Aon's Board of Directors on February 16, 2017 based upon Aon's performance relative to a cumulative adjusted three year earnings per share target for the period beginning January 1, 2014 and ending December 31, 2016. The terms of LPP9 are more fully described in Aon plc's proxy statement filed with the SEC on April 24, 2015. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 23:42 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit · Derivative | 2,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-002471 · edgar.xml · derivative · entry 3 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 2,214 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: The restricted share unit award converts to Class A Ordinary Shares on 1-for-1 basis. In accordance with U.K. 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 was granted on February 13, 2014 and vests in accordance with the terms of the Aon Stock Incentive Plan as follow: 33 1/3% of the award vest on each of the first through third anniversaries of the date of grant F4 · derivative.expiration_date: The restricted share unit award was granted on February 13, 2014 and vests in accordance with the terms of the Aon Stock Incentive Plan as follow: 33 1/3% of the award vest on each of the first through third anniversaries of the date of grant Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 23:42 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Shares | 948 | $115.87 | $109,844.76 |
DisclosureSEC source: 0001179110-17-002471 · edgar.xml · nonDerivative · entry 2 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229,513 F2 · kind: Class A Ordinary Shares withheld by the issuer for the payment of withholding taxes in connection with the vesting of a restricted share unit award. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 23:42 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Shares | 2,214 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-002471 · edgar.xml · nonDerivative · entry 1 Davies Christa · CIK 0001419356 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,461 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 the restricted share unit award. F1 · price: Class A Ordinary Shares acquired upon the vesting of the restricted share unit award. 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.