Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIS TOWERS WATSON PLCWTW · Entity 3139 | President of Risk & Broking | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WILLIS TOWERS WATSON PLC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | Direct | 20,840.727 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 1,916 · Balance 20,840.727 F1: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of restricted share units granted on October 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of restricted share units granted on October 1, 2024.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:01 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 1,916 | $288.23 | $552,248.68 |
DisclosureSEC source: 0001140536-26-000224 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,840.727 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of restricted share units granted on October 1, 2024. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 20:02 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 41.075 | $0.00 | $0.00 |
DisclosureSEC source: 0001140536-26-000205 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,758.528 F1 · shares: The dividend equivalent rights accrued on the reporting person's previously reported restricted share unit awards and will vest based on the same vesting schedule applicable to the underlying award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share. Read SEC document |
| May 06, 2026 Filed May 6, 2026 20:22 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | PurchaseOrdinary Shares, nominal value $0.000304635 per share | 1,896 | $263.37 | $499,340.04 |
DisclosureSEC source: 0001140536-26-000141 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,717.453 Read SEC document |
| April 21, 2026 Filed Apr 22, 2026 20:04 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 225.495 | $297.64 | $67,116.33 |
DisclosureSEC source: 0001140536-26-000131 · form4.xml · nonDerivative · entry 2 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,821.453 F2 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of RSUs granted on April 20, 2025. Read SEC document |
| April 20, 2026 Filed Apr 22, 2026 20:04 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 1,760.995 | $0.00 | $0.00 |
DisclosureSEC source: 0001140536-26-000131 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,046.948 F1 · shares: Comprised of 1,760.9950 time-based restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest ratably over a three-year period as of the first, second and third anniversaries of the grant date. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 20:43 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 35.758 | $0.00 | $0.00 |
DisclosureSEC source: 0001140536-26-000117 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,285.953 F1 · shares: The dividend equivalent rights accrued on the reporting person's restricted share unit award and vest based on the same vesting schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share. Read SEC document |
| February 13, 2026 Filed Feb 17, 2026 21:01 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | PurchaseOrdinary Shares, nominal value $0.000304635 per share | 3,500 | $284.84 | $996,928.80 |
DisclosureSEC source: 0001140536-26-000024 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,250.195 Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 22:30 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 30.393 | $0.00 | $0.00 |
DisclosureSEC source: 0001140536-26-000010 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,750.195 F1 · shares: The dividend equivalent rights accrued on the reporting person's previously reported restricted share unit award and will vest based on the same vesting schedule applicable to the underlying award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:02 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 6 | $345.45 | $2,072.70 |
DisclosureSEC source: 0001140536-25-000032 · form4.xml · nonDerivative · entry 2 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,719.802 F2 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of dividend equivalent rights accrued on the reporting person's restricted share units granted on October 1, 2024. Read SEC document |
| October 15, 2025 Filed Oct 17, 2025 20:02 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 40.245 | $0.00 | $0.00 |
DisclosureSEC source: 0001140536-25-000032 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,725.802 F1 · shares: The dividend equivalent rights accrued on the reporting person's time-based restricted share unit award and will vest based on the same vesting schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:03 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 315 | $345.45 | $108,816.75 |
DisclosureSEC source: 0001140536-25-000004 · form4.xml · nonDerivative · entry 2 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,688.054 F2 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 3,326 restricted share units granted on October 1, 2024. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:03 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 1,577 | $345.45 | $544,774.65 |
DisclosureSEC source: 0001140536-25-000004 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,003.054 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 9,980 restricted share units granted on October 1, 2024. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:11 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 44.727 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-019332 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,580.054 F1 · shares: The dividend equivalent rights accrued on the reporting person's time-based restricted share unit award and will vest based on the same vesting schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share. Read SEC document |
| April 20, 2025 Filed Apr 22, 2025 21:04 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 1,422.437 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012463 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,535.327 F1 · shares: Comprised of 1,422.437 time-based restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest ratably over a three-year period as of the first, second and third anniversaries of the grant date Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 20:07 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 37.522 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-012279 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,112.89 F1 · shares: The dividend equivalent rights accrued on the reporting person's restricted share unit award and vest based on the same vesting schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 21:18 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 37.368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-001441 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,075.368 F1 · shares: The dividend equivalent rights accrued on the reporting person's time-based restricted share unit award and will vest based on the same vesting schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share. Read SEC document |
| October 15, 2024 Filed Oct 16, 2024 21:38 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 2,424 | $300.58 | $728,605.92 |
DisclosureSEC source: 0001127602-24-025628 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,038 F1 · shares: Represents the number of ordinary shares withheld by Issuer incident to the settlement of the 5,156 restricted share units granted on October 1, 2024. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:15 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 5,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025111 · form4.xml · nonDerivative · entry 3 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,462 F3 · shares: Represents fully vested RSUs awarded to the reporting person on October 1, 2024 that are payable in ordinary shares of the Issuer. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:15 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 9,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025111 · form4.xml · nonDerivative · entry 2 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,306 F2 · shares: Comprised of 9,980 time-based RSUs, which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest ratably over a three-year period as of the first, second and third anniversaries of the grant date. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:15 UTC | WILLIS TOWERS WATSON PLC WTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 3,326 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-025111 · form4.xml · nonDerivative · entry 1 Clarke Lucy · CIK 0002028612 · President of Risk & Broking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,326 F1 · shares: Comprised of 3,326 time-based restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest ratably over a five-year period as of the first, second, third, fourth and fifth anniversaries of the grant date. 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.