Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MAXIMUS, INC.MMS · Entity 4224 | Director | March 10, 2026 | March 12, 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.
MAXIMUS, INC.
Report date March 10, 2026 · Filed March 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,115.951 |
Reported balance
After 2026-03-10 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-10 · Grant · Acquired 7,009 · Balance 47,115.951 F1: Represents a grant of restricted stock units ("RSUs") that vest one year from the date of grant. The reporting person elected to defer the receipt of common stock until the termination of service as a member of the issuer's board of directors. F2: Includes 135.462 dividend equivalent rights accrued on previously-awarded RSUs that vest proportionately with the RSUs to which they relate. |
| Common StockSEC Table I · non-derivative | IndirectBy John J. Haley Grantor Retained Annuity Trust Seven | 71,132 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 71,132 |
| Common StockSEC Table I · non-derivative | IndirectBy John J. Haley Grantor Retained Annuity Trust Eight | 32,764 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 32,764 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units ("RSUs") that vest one year from the date of grant. The reporting person elected to defer the receipt of common stock until the termination of service as a member of the issuer's board of directors.
F2: Includes 135.462 dividend equivalent rights accrued on previously-awarded RSUs that vest proportionately with the RSUs to which they relate.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WILLIS TOWERS WATSON PLC
Report date December 29, 2021 · Filed January 03, 2022
Section 16 reporting ended · disclosed 2022-01-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | Direct | 351,840 |
Ending reported balance
After 2021-12-31 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2021-12-29 · Grant · Acquired 46,688 · Balance 368,655 F1: Represents ordinary shares of the Issuer to be delivered to the Reporting Person by the Issuer in respect of preliminary earned performance shares pursuant to a Performance-Based Restricted Share Unit Agreement granted as of February 26, 2019, as amended (the "Agreement"). Also includes ordinary shares of the Issuer issuable pursuant to the dividend equivalent right under the terms of the Agreement. F2: Not applicable. Row 2 · 2021-12-29 · Tax withholding · Disposed 18,373 · Balance 350,282 F3: Represents ordinary shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the delivery of preliminary earned performance shares and final earned performance shares, as the case may be, pursuant to the Agreement. Row 3 · 2021-12-31 · Grant · Acquired 2,570 · Balance 352,852 F4: Represents ordinary shares of the Issuer to be delivered to the Reporting Person by the Issuer in respect of final earned performance shares pursuant to the Agreement. Also includes ordinary shares of the Issuer issuable pursuant to the dividend equivalent right under the terms of the Agreement. F2: Not applicable. Row 4 · 2021-12-31 · Tax withholding · Disposed 1,012 · Balance 351,840 F3: Represents ordinary shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the delivery of preliminary earned performance shares and final earned performance shares, as the case may be, pursuant to the Agreement. |
| Ordinary Shares, nominal value $0.000304635 per shareSEC Table I · non-derivative | IndirectGrantor Retained Annuity Trusts | 96,020 |
Reported balance
Holding disclosure · report date 2021-12-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 96,020 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents ordinary shares of the Issuer to be delivered to the Reporting Person by the Issuer in respect of preliminary earned performance shares pursuant to a Performance-Based Restricted Share Unit Agreement granted as of February 26, 2019, as amended (the "Agreement"). Also includes ordinary shares of the Issuer issuable pursuant to the dividend equivalent right under the terms of the Agreement.
F2: Not applicable.
F3: Represents ordinary shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the delivery of preliminary earned performance shares and final earned performance shares, as the case may be, pursuant to the Agreement.
F4: Represents ordinary shares of the Issuer to be delivered to the Reporting Person by the Issuer in respect of final earned performance shares pursuant to the Agreement. Also includes ordinary shares of the Issuer issuable pursuant to the dividend equivalent right under the terms of the Agreement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 10, 2026 Filed Mar 12, 2026 20:35 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock | 7,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-104295 · ownership.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,115.951 F1 · shares: Represents a grant of restricted stock units ("RSUs") that vest one year from the date of grant. The reporting person elected to defer the receipt of common stock until the termination of service as a member of the issuer's board of directors. F2 · balance_after: Includes 135.462 dividend equivalent rights accrued on previously-awarded RSUs that vest proportionately with the RSUs to which they relate. Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 21:30 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 32,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059508 · ownership.xml · nonDerivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By John J. Haley Grantor Retained Annuity Trust Eight Disclosed balance after: 32,764 Read SEC document |
| February 18, 2026 Filed Feb 19, 2026 21:30 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 32,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059508 · ownership.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By John J. Haley Revocable Trust Disclosed balance after: 0 Read SEC document |
| February 10, 2026 Filed Feb 11, 2026 21:30 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 32,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-046682 · ownership.xml · nonDerivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By John J. Haley Revocable Trust Disclosed balance after: 32,764 Read SEC document |
| February 10, 2026 Filed Feb 11, 2026 21:30 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 32,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-046682 · ownership.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,971.489 F1 · balance_after: Reflects 32,764 shares of common stock previously reported as held by John J. Haley Grantor Retained Annuity Trust Six, which shares were transferred back to the reporting person in satisfaction of an annuity payment in an exempt transaction under Rule 16a-13. Read SEC document |
| December 01, 2025 Filed Dec 3, 2025 01:39 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock | 104.144 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-305686 · ownership.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,971.489 F1 · shares: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of Maximus common stock. Read SEC document |
| August 31, 2025 Filed Sep 4, 2025 01:13 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock | 102.761 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-112941 · ownership.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,867.345 F1 · shares: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| May 31, 2025 Filed Jun 4, 2025 00:58 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock | 124.088 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-081316 · ownership.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,764.584 F1 · shares: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 00:35 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 71,132 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-039054 · ownership.xml · nonDerivative · entry 3 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By John J. Haley Grantor Retained Annuity Trust Seven Disclosed balance after: 71,132 Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 00:35 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 71,132 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-039054 · ownership.xml · nonDerivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By John J. Haley Revocable Trust Disclosed balance after: 0 Read SEC document |
| March 11, 2025 Filed Mar 14, 2025 00:35 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock | 7,291 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-039054 · ownership.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,640.496 F1 · shares: Represents a grant of restricted stock units ("RSUs") that vest one year from the date of grant. The reporting person elected to defer the receipt of common stock until the termination of service as a member of the issuer's board of directors. F2 · balance_after: The reporting person has reported prior awards of RSUs in Table II of Form 4. The total reported in Column 5 includes 22,701.056 RSUs and associated accrued dividend equivalent rights with varying distributions schedules previously reported in Table II. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:33 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 103.974 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-032496 · ownership.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,701.056 Underlying: Common Stock · 103.974 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 02:50 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 42,387 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-027277 · ownership.xml · nonDerivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By John J. Haley Revocable Trust Disclosed balance after: 71,132 F1 · balance_after: The shares held by John J. Haley Revocable Trust were previously inadvertently reported as directly held by the reporting person. The amount of shares beneficially owned following the reported transaction reflects a corresponding adjustment to the manner in which the shares are held. Read SEC document |
| February 21, 2025 Filed Feb 26, 2025 02:50 UTC | MAXIMUS, INC. MMS · Entity 4224 | GiftCommon Stock | 42,387 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-027277 · ownership.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,648.44 F1 · balance_after: The shares held by John J. Haley Revocable Trust were previously inadvertently reported as directly held by the reporting person. The amount of shares beneficially owned following the reported transaction reflects a corresponding adjustment to the manner in which the shares are held. F2 · balance_after: The shares held by John J. Haley Grantor Retained Annuity Trust Six were previously inadvertently reported as directly held by the reporting person. The amount of shares beneficially owned following the reported transaction reflects a corresponding adjustment to the manner in which the shares are held. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 22:14 UTC | MAXIMUS, INC. MMS · Entity 4224 | PurchaseCommon Stock | 3,490 | $71.76 | $250,442.40 |
DisclosureSEC source: 0000950170-24-136275 · ownership.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,544.44 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $71.70 to $71.85, inclusive. The reporting person will provide full information regarding the number of shares purchased at each separate price upon request by the Commission staff, the issuer, or a security holder of the issuer. Read SEC document |
| November 29, 2024 Filed Dec 4, 2024 00:49 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 90.63 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-133024 · ownership.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,597.082 Underlying: Common Stock · 90.63 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| August 30, 2024 Filed Sep 3, 2024 21:08 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 72.947 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-24-000078 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,506.45 Underlying: Common Stock · 72.947 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 19:22 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 77.894 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-24-000056 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,433.51 Underlying: Common Stock · 77.894 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| March 12, 2024 Filed Mar 13, 2024 19:42 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock · Derivative | 5,885 | $0.00 Strike: $84.96 | $0.00 |
DisclosureSEC source: 0001032220-24-000041 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,885 Underlying: Common Stock · 5,885 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Restricted Stock Units (RSUs) vest one year from the date of grant, subject to deferred distribution for a longer period at the election of the individual. F3 · derivative.expiration_date: Expiration date not applicable to RSUs. F4 · balance_after: Reporting person also holds restricted stock units with respect to an additional 16,470.61 shares of common stock with varying distribution schedules. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 17:59 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 58.851 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-24-000030 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,470.611 Underlying: Common Stock · 58.851 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 23:50 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 58.76 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-23-000108 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,411.76 Underlying: Common Stock · 58.76 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 14:04 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 56.46 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-23-000075 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,353 Underlying: Common Stock · 56.46 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 20:26 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 56.17 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-23-000051 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,296.54 Underlying: Common Stock · 56.17 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. Read SEC document |
| March 14, 2023 Filed Mar 15, 2023 14:31 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock · Derivative | 6,225 | $0.00 Strike: $75.18 | $0.00 |
DisclosureSEC source: 0001032220-23-000024 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,225 Underlying: Common Stock · 6,225 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Restricted Stock Units (RSUs) vest one year from the date of grant, subject to deferred distribution for a longer period at the election of the individual. F3 · derivative.expiration_date: Expiration date not applicable to RSUs. F4 · balance_after: Reporting person also holds restricted stock units with respect to an additional 10,015 shares of common stock with varying distribution schedules. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 19:02 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 33.79 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-23-000012 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,015.37 Underlying: Common Stock · 33.79 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 16:22 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 39.598 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-22-000091 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,981.59 Underlying: Common Stock · 39.598 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with RSUs to which they relate and on certain performance share units ("PSUs") where the performance criteria of such PSUs have been met. Each dividend equivalent right is the economic equivalent of one share of Maximus Common stock. Read SEC document |
| August 31, 2022 Filed Sep 1, 2022 17:05 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 45.733 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-22-000052 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,941.989 Underlying: Common Stock · 45.733 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| June 15, 2022 Filed Jun 15, 2022 22:11 UTC | MAXIMUS, INC. MMS · Entity 4224 | PurchaseCommon Stock | 18,000 | $60.32 | $1,085,760.00 |
DisclosureSEC source: 0001032220-22-000043 · primary_doc.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,054.44 Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 17:35 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 42.52 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-22-000031 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,896.26 Underlying: Common Stock · 42.52 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 13:40 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock · Derivative | 6,362 | $0.00 Strike: $73.56 | $0.00 |
DisclosureSEC source: 0001032220-22-000014 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,362 Underlying: Common Stock · 6,362 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one share of common stock. F2 · derivative.exercise_date: Restricted Stock Units (RSUs) vest one year from the date of grant, subject to deferred distribution for a longer period at the election of the individual. F3 · derivative.expiration_date: Expiration date not applicable to RSUs. F4 · balance_after: Reporting person also holds restricted stock units with respect to an additional 3,492 shares of common stock with varying distribution schedules. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:44 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 12.35 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-22-000009 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,491.74 Underlying: Common Stock · 12.35 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 22:00 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 1,012 | $237.49 | $240,339.88 |
DisclosureSEC source: 0001127602-22-000144 · form4.xml · nonDerivative · entry 4 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351,840 F3 · shares: Represents ordinary shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the delivery of preliminary earned performance shares and final earned performance shares, as the case may be, pursuant to the Agreement. Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 22:00 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 2,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000144 · form4.xml · nonDerivative · entry 3 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,852 F4 · shares: Represents ordinary shares of the Issuer to be delivered to the Reporting Person by the Issuer in respect of final earned performance shares pursuant to the Agreement. Also includes ordinary shares of the Issuer issuable pursuant to the dividend equivalent right under the terms of the Agreement. F2 · price: Not applicable. Read SEC document |
| December 29, 2021 Filed Jan 3, 2022 22:00 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 18,373 | $238.72 | $4,386,002.56 |
DisclosureSEC source: 0001127602-22-000144 · form4.xml · nonDerivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,282 F3 · shares: Represents ordinary shares withheld by the Issuer to satisfy the tax withholding obligations in connection with the delivery of preliminary earned performance shares and final earned performance shares, as the case may be, pursuant to the Agreement. Read SEC document |
| December 29, 2021 Filed Jan 3, 2022 22:00 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 46,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-000144 · form4.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,655 F1 · shares: Represents ordinary shares of the Issuer to be delivered to the Reporting Person by the Issuer in respect of preliminary earned performance shares pursuant to a Performance-Based Restricted Share Unit Agreement granted as of February 26, 2019, as amended (the "Agreement"). Also includes ordinary shares of the Issuer issuable pursuant to the dividend equivalent right under the terms of the Agreement. F2 · price: Not applicable. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 22:30 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Exercise / conversionStock Option (right to buy) · Derivative | 150,235 | $0.00 Strike: $110.58 | $0.00 |
DisclosureSEC source: 0001127602-21-030495 · form4.xml · derivative · entry 9 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 150,235 shares Expires 2022-09-10 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transaction reported on this Form 4 is being executed in light of year-end tax planning and the executive's upcoming retirement. F7 · derivative.exercise_date: 100% of the shares underlying the option vested and were exercisable on July 1, 2018. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 22:30 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 1,014 | $233.28 | $236,545.92 |
DisclosureSEC source: 0001127602-21-030495 · form4.xml · nonDerivative · entry 7 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · John J. Haley Revocable Trust Disclosed balance after: 0 F1 · kind: The transaction reported on this Form 4 is being executed in light of year-end tax planning and the executive's upcoming retirement. F6 · price: This transaction was executed in multiple trades at prices ranging from $232.97 to $233.71. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 22:30 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 7,107 | $232.29 | $1,650,885.03 |
DisclosureSEC source: 0001127602-21-030495 · form4.xml · nonDerivative · entry 6 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · John J. Haley Revocable Trust Disclosed balance after: 1,014 F1 · kind: The transaction reported on this Form 4 is being executed in light of year-end tax planning and the executive's upcoming retirement. F5 · price: This transaction was executed in multiple trades at prices ranging from $231.97 to $232.96. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 22:30 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 12,879 | $231.78 | $2,985,094.62 |
DisclosureSEC source: 0001127602-21-030495 · form4.xml · nonDerivative · entry 5 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · John J. Haley Revocable Trust Disclosed balance after: 8,121 F1 · kind: The transaction reported on this Form 4 is being executed in light of year-end tax planning and the executive's upcoming retirement. F4 · price: This transaction was executed in multiple trades at prices ranging from $230.97 to $231.96. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 22:30 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 7,900 | $230.55 | $1,821,345.00 |
DisclosureSEC source: 0001127602-21-030495 · form4.xml · nonDerivative · entry 4 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · John J. Haley Revocable Trust Disclosed balance after: 21,000 F1 · kind: The transaction reported on this Form 4 is being executed in light of year-end tax planning and the executive's upcoming retirement. F3 · price: This transaction was executed in multiple trades at prices ranging from $229.97 to $230.96. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 22:30 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 63,808 | $232.86 | $14,858,330.88 |
DisclosureSEC source: 0001127602-21-030495 · form4.xml · nonDerivative · entry 3 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 321,967 F2 · kind: Withholding of shares by Issuer to satisfy the tax payment related to the stock option exercise as well as the aggregate exercise price for the stock option. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 22:30 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 38,601 | $232.84 | $8,987,856.84 |
DisclosureSEC source: 0001127602-21-030495 · form4.xml · nonDerivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385,775 F2 · kind: Withholding of shares by Issuer to satisfy the tax payment related to the stock option exercise as well as the aggregate exercise price for the stock option. Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 22:30 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Exercise / conversionOrdinary Shares, nominal value $0.000304635 per share | 150,235 | $110.58 | $16,612,986.30 |
DisclosureSEC source: 0001127602-21-030495 · form4.xml · nonDerivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,376 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 reported on this Form 4 is being executed in light of year-end tax planning and the executive's upcoming retirement. Read SEC document |
| November 30, 2021 Filed Dec 1, 2021 23:00 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 12.865 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-21-000138 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,479.383 Underlying: Common Stock · 12.865 shares Expires not disclosed F1 · derivative.exercise_price: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.exercise_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. F1 · derivative.expiration_date: Dividend equivalent rights accrued on previously-awarded restricted stock units ("RSU") which vest proportionately with the RSUs to which they relate. Each dividend equivalent right is the economic equivalent of one share of MAXIMUS common stock. Read SEC document |
| November 04, 2021 Filed Nov 8, 2021 21:03 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 259.6728 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-028566 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,915.8439 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 259.6728 shares Expires not disclosed F1 · derivative.exercise_price: Vested shares under the Non-Qualified Stable Value Excess Plan for U.S. Employees settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis on the first business day of the month on which the NASDAQ Stock Market is open for business following the earlier of (i) the date that is 6 months after the reporting person's separation from service and (ii) the date that is 30 days after the reporting person's death. F2 · shares: Includes restricted share units acquired pursuant to the Company's contribution under the terms of the Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees and credited to the participant's account. F1 · derivative.exercise_date: Vested shares under the Non-Qualified Stable Value Excess Plan for U.S. Employees settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis on the first business day of the month on which the NASDAQ Stock Market is open for business following the earlier of (i) the date that is 6 months after the reporting person's separation from service and (ii) the date that is 30 days after the reporting person's death. F1 · derivative.expiration_date: Vested shares under the Non-Qualified Stable Value Excess Plan for U.S. Employees settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis on the first business day of the month on which the NASDAQ Stock Market is open for business following the earlier of (i) the date that is 6 months after the reporting person's separation from service and (ii) the date that is 30 days after the reporting person's death. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantDividend Equivalent Rights · Derivative | 918.026 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027322 · form4.xml · derivative · entry 4 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,121.306 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 918.026 shares Expires not disclosed F6 · derivative.exercise_price: The dividend equivalent rights accrued on a number of Ordinary Shares of the Issuer previously earned under the reporting person's performance-based restricted share unit award and will settle based on the same settlement schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. F7 · shares: The dividend equivalent rights accrued on a number of Ordinary Shares of the Issuer previously earned under the reporting person's performance-based restricted share unit award (including Ordinary Shares of the Issuer that were issuable pursuant to the dividend equivalent rights provided under the terms of the award agreement) and credited in the form of restricted share units, which will settle within 30 days following the reporting person's termination of service. The dividend equivalent rights will be settled based on the same settlement schedule applicable to the underlying restricted share units. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. F6 · derivative.exercise_date: The dividend equivalent rights accrued on a number of Ordinary Shares of the Issuer previously earned under the reporting person's performance-based restricted share unit award and will settle based on the same settlement schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. F6 · derivative.expiration_date: The dividend equivalent rights accrued on a number of Ordinary Shares of the Issuer previously earned under the reporting person's performance-based restricted share unit award and will settle based on the same settlement schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 53.7924 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027322 · form4.xml · derivative · entry 3 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,656.1711 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 53.7924 shares Expires not disclosed F4 · derivative.exercise_price: Vested shares under the Non-Qualified Stable Value Excess Plan for U.S. Employees settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis on the first business day of the month on which the NASDAQ Stock Market is open for business following the earlier of (i) the date that is 6 months after the reporting person's separation from service and (ii) the date that is 30 days after the reporting person's death. F5 · shares: Represents dividends acquired pursuant to the Company's contribution under the Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees and credited to the participant's account in the form of restricted share units. F4 · derivative.exercise_date: Vested shares under the Non-Qualified Stable Value Excess Plan for U.S. Employees settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis on the first business day of the month on which the NASDAQ Stock Market is open for business following the earlier of (i) the date that is 6 months after the reporting person's separation from service and (ii) the date that is 30 days after the reporting person's death. F4 · derivative.expiration_date: Vested shares under the Non-Qualified Stable Value Excess Plan for U.S. Employees settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis on the first business day of the month on which the NASDAQ Stock Market is open for business following the earlier of (i) the date that is 6 months after the reporting person's separation from service and (ii) the date that is 30 days after the reporting person's death. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 20.8458 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027322 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,523.3089 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 20.8458 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F3 · shares: Represents dividends acquired pursuant to the Company's matching contribution on the participant's deferral pursuant to the terms of the Willis Towers Watson Non-Qualified Deferred Savings Plan for U.S. Employees and credited to the participant's account in the form of restricted share units. F1 · derivative.exercise_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F1 · derivative.expiration_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. Read SEC document |
| October 15, 2021 Filed Oct 19, 2021 20:07 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 342.1768 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027322 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,502.4631 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 342.1768 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F2 · shares: Represents dividends acquired under the Willis Towers Watson Non-Qualified Deferred Savings Plan for U.S. Employees pursuant to the participant's deferral election and automatic deferral of earned awards under the Company's Long-Term Incentive Plan. F1 · derivative.exercise_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F1 · derivative.expiration_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. Read SEC document |
| October 11, 2021 Filed Oct 13, 2021 20:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 43.4393 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-027020 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,160.2863 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 43.4393 shares Expires not disclosed F1 · derivative.exercise_price: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F3 · shares: Includes restricted share units acquired pursuant to the Company's matching contribution on the participant's deferral election pursuant to the terms of the Plan and credited to the participant's account in the form of restricted share units under the Plan. F1 · derivative.exercise_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination date. F1 · derivative.expiration_date: Restricted share units settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis 6 months after the reporting person's termination 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.