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 |
|---|---|---|---|---|---|---|
| July 11, 2018 Filed Jul 13, 2018 20:08 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 115.8181 | $156.91 | $18,173.02 |
DisclosureSEC source: 0001127602-18-023183 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,834.3741 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 115.8181 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. 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. F2 · derivative.underlying_shares: Includes restricted share units acquired pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (the "Plan"). Read SEC document |
| May 31, 2018 Filed Jun 4, 2018 19:26 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 105.263 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-18-000049 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,562.95 Underlying: Common Stock · 105.263 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 29, 2018 Filed May 31, 2018 20:23 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 3,324.2322 | $150.75 | $501,128.00 |
DisclosureSEC source: 0001127602-18-019332 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,101.5234 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 3,324.2322 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 |
| April 16, 2018 Filed Apr 18, 2018 20:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 3.0538 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014837 · form4.xml · derivative · entry 3 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 777.2912 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 3.0538 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 |
| April 16, 2018 Filed Apr 18, 2018 20:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 13.4763 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014837 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,718.5561 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 13.4763 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 election pursuant to the terms of the Willis Towers Watson Non-Qualified Deferred Savings Plan for US 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 |
| April 16, 2018 Filed Apr 18, 2018 20:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 378.4077 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014837 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,705.0797 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 378.4077 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 pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for U.S. Employees. 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 |
| April 06, 2018 Filed Apr 10, 2018 20:37 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 599.0942 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014326 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,326.672 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 599.0942 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 forms 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 |
| April 06, 2018 Filed Apr 10, 2018 20:37 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 1,026.5631 | $146.15 | $150,032.20 |
DisclosureSEC source: 0001127602-18-014326 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,727.5778 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 1,026.5631 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: Includes restricted share units acquired pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (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 |
| February 28, 2018 Filed Mar 2, 2018 17:04 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 92.58 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-18-000026 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,896.687 Underlying: Common Stock · 92.58 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 09, 2018 Filed Feb 13, 2018 21:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 394.3736 | $152.14 | $60,000.00 |
DisclosureSEC source: 0001127602-18-005488 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 774.2374 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 394.3736 shares Expires not disclosed F1 · derivative.exercise_price: Vested shares under the Non-Qualified Stable Value Excess Plan for U.S. Employees ("the Plan") 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 Plan 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 ("the Plan") 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 ("the Plan") 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 |
| January 22, 2018 Filed Jan 23, 2018 21:09 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 1.3149 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002278 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379.8638 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 1.3149 shares Expires not disclosed F1 · derivative.exercise_price: Vested shares under the Non-Qualified Stable Value Excess Plan for U.S. Employees ("the Plan") 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 · date: With retroactive effect to the dividend payment date of January 16, 2018. F3 · shares: Represents dividends acquired pursuant to the Company's contribution under the Plan 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 ("the Plan") 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 ("the Plan") 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 |
| January 16, 2018 Filed Jan 18, 2018 21:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 11.5864 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002063 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,701.0147 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 11.5864 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 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 |
| January 16, 2018 Filed Jan 18, 2018 21:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 331.6863 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-002063 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,689.4283 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 331.6863 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 pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (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 |
| January 09, 2018 Filed Jan 11, 2018 21:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 69.5239 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001627 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,357.742 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 69.5239 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 forms 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 |
| January 09, 2018 Filed Jan 11, 2018 21:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 119.1838 | $151.83 | $18,095.68 |
DisclosureSEC source: 0001127602-18-001627 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,288.2181 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 119.1838 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: Includes restricted share units acquired pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (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 |
| November 30, 2017 Filed Dec 1, 2017 19:47 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 89.711 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000142 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,804.107 Underlying: Common Stock · 89.711 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 27, 2017 Filed Nov 29, 2017 21:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 378.5489 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-033434 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378.5489 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 378.5489 shares Expires not disclosed F1 · derivative.exercise_price: Vested shares under the Non-Qualified Stable Value Excess Plan for U.S. Employees ("the Plan") 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 Plan 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 ("the Plan") 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 ("the Plan") 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 18, 2017 Filed Oct 20, 2017 21:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 66.0288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030161 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,169.0343 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 66.0288 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 forms 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 |
| October 18, 2017 Filed Oct 20, 2017 21:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 113.1923 | $159.80 | $18,088.13 |
DisclosureSEC source: 0001127602-17-030161 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,103.0055 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 113.1923 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: Includes restricted share units acquired pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (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 |
| October 16, 2017 Filed Oct 18, 2017 20:03 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 10.8657 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030005 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,989.8132 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 10.8657 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 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 |
| October 16, 2017 Filed Oct 18, 2017 20:03 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 316.9595 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-030005 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,978.9475 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 316.9595 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 pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (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 |
| September 15, 2017 Filed Sep 19, 2017 20:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingRestricted Share Unit · Derivative | 1,318 | $152.42 | $200,889.56 |
DisclosureSEC source: 0001127602-17-027724 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,661.988 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 1,318 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: This represents restricted share units that were withheld by the Issuer to satisfy local withholding tax requirements. 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 |
| September 15, 2017 Filed Sep 19, 2017 20:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 56,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027724 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,979.988 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 56,063 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: The Reporting Person was granted unvested performance-vesting restricted share units (PVRSUs) on September 25, 2013, which vest over a three-year performance period to the extent that certain predetermined performance criteria are achieved and based on the Reporting Person's continued employment with the Issuer. Pursuant to the terms of the applicable award agreement, the award's performance in the event of a Change in Control occurring during the performance period was considered to be the greater of target or actual performance at the time of the Change in Control. As the PVRSUs were accruing at 204% at the time of the Willis Towers Watson merger, that level of performance was locked in upon the closing of the merger. The PVRSUs thereafter vested and were settled in shares on September 15, 2017 and are reported herein. The number of PVRSUs that vested includes additional restricted share units granted as a result of the special dividend declared by Towers Watson on December 29, 2015. In order to maintain the Company's tax deductions, these shares are being deferred into the Towers Watson Non-Qualified Deferred Savings Plan for US Employees. 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 |
| August 31, 2017 Filed Sep 5, 2017 14:57 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 101.886 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000098 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,714.396 Underlying: Common Stock · 101.886 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 |
| July 17, 2017 Filed Jul 18, 2017 20:13 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 11.3727 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023775 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,900.6809 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 11.3727 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 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 |
| July 17, 2017 Filed Jul 18, 2017 20:13 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 143.477 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023775 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,905.6153 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 143.477 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 pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (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 |
| July 13, 2017 Filed Jul 17, 2017 21:24 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 73.2787 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023661 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,762.1383 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 73.2787 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 forms 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 |
| July 13, 2017 Filed Jul 17, 2017 21:24 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 125.6205 | $146.48 | $18,400.89 |
DisclosureSEC source: 0001127602-17-023661 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,688.8596 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 125.6205 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: Includes restricted share units acquired pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (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 |
| July 13, 2017 Filed Oct 12, 2017 20:02 UTC Amendment | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 73.2787 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029773 · form4a.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,762.1383 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 73.2787 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. F4 · 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 forms 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 |
| July 13, 2017 Filed Oct 12, 2017 20:02 UTC Amendment | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 125.6205 | $145.71 | $18,304.16 |
DisclosureSEC source: 0001127602-17-029773 · form4a.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,688.8596 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 125.6205 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: Includes restricted share units acquired pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (the "Plan"). F3 · price: This Form 4/A amends the original filing made on July 17, 2017 solely to correct the share price set forth in Table II, Column 8, Row 1. Other than the foregoing, no other changes have been made to the original Form 4. 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 |
| May 31, 2017 Filed Jun 2, 2017 15:23 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 99.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000065 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,612.51 Underlying: Common Stock · 99.67 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 |
| April 20, 2017 Filed Apr 24, 2017 20:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 617.4333 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015358 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,563.2391 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 617.4333 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 forms 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 |
| April 20, 2017 Filed Apr 24, 2017 20:04 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 2,441.4407 | $129.86 | $317,045.49 |
DisclosureSEC source: 0001127602-17-015358 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,945.8058 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 2,441.4407 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: Includes restricted share units acquired pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (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 |
| April 17, 2017 Filed Apr 19, 2017 20:54 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 10.49 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015095 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,504.3651 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 10.49 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 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 |
| April 17, 2017 Filed Apr 19, 2017 20:54 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 159.97 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-015095 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,493.8751 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 159.97 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 pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Deferred Savings Plan for US Employees (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 |
| March 14, 2017 Filed Mar 15, 2017 20:55 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock · Derivative | 5,061 | $0.00 Strike: $61.25 | $0.00 |
DisclosureSEC source: 0001032220-17-000034 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,061 Underlying: Common Stock · 5,061 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 vesting for a longer period at the election of the individual. Expiration date not applicable to RSUs. F2 · derivative.expiration_date: Restricted Stock Units (RSUs) vest one year from the date of grant, subject to deferred vesting for a longer period at the election of the individual. Expiration date not applicable to RSUs. F3 · balance_after: Reporting person also holds restricted stock units with respect to an additional 132,452 shares of common stock with varying vesting schedules. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 20:29 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 99.813 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-17-000020 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,452 Underlying: Common Stock · 99.813 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 |
| January 17, 2017 Filed Jan 19, 2017 21:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 9.35 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002052 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,333.9051 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 9.35 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 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 |
| January 17, 2017 Filed Jan 19, 2017 21:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 147.58 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-002052 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,324.5551 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 147.58 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 pursuant to the participant's deferral election under the Towers Watson Non-Qualified Deferred Savings plan for US Employees (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 |
| January 09, 2017 Filed Jan 11, 2017 21:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 95.7 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001524 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,176.9751 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 95.7 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 forms 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 |
| January 09, 2017 Filed Jan 11, 2017 21:05 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 143.55 | $126.01 | $18,088.74 |
DisclosureSEC source: 0001127602-17-001524 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,081.2751 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 143.55 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: Includes restricted share units acquired pursuant to the participant's deferral election under the Towers Watson Non-Qualified Deferred Savings Plan for US Employees (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 |
| November 30, 2016 Filed Dec 2, 2016 17:57 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantDividend Equivalent Rights · Derivative | 107.632 | $0.00 | $0.00 |
DisclosureSEC source: 0001032220-16-000252 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,352 Underlying: Common Stock · 107.632 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 |
| October 17, 2016 Filed Oct 19, 2016 20:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 8.84 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065015 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,937.7251 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 8.84 shares Expires not disclosed F3 · shares: Represents dividends 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 RSUs under the Plan. F2 · derivative.exercise_date: Restricted share units settle 6 months after date of termination of reporting person. F2 · derivative.expiration_date: Restricted share units settle 6 months after date of termination of reporting person. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 20:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 144.33 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-065015 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,928.8851 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 144.33 shares Expires not disclosed F1 · shares: Represents dividends acquired pursuant to the participant's deferral election under the Towers Watson Non-Qualified Deferred Savings plan for US Employees (the "Plan"). F2 · derivative.exercise_date: Restricted share units settle 6 months after date of termination of reporting person. F2 · derivative.expiration_date: Restricted share units settle 6 months after date of termination of reporting person. Read SEC document |
| October 10, 2016 Filed Oct 12, 2016 20:22 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 91.8171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064721 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,784.5551 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 91.8171 shares Expires not disclosed 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 forms of restricted share units under the Plan. F2 · derivative.exercise_date: Restricted share units settle 6 months after date of termination of reporting person. F2 · derivative.expiration_date: Restricted share units settle 6 months after date of termination of reporting person. Read SEC document |
| October 10, 2016 Filed Oct 12, 2016 20:22 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 137.7256 | $131.02 Strike: $0.00 | $18,044.81 |
DisclosureSEC source: 0001127602-16-064721 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,692.738 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 137.7256 shares Expires not disclosed F1 · shares: Includes restricted share units acquired pursuant to the participant's deferral election under the Towers Watson Non-Qualified Deferred Savings Plan for US Employees (the "Plan"). F2 · derivative.exercise_date: Restricted share units settle 6 months after date of termination of reporting person. F2 · derivative.expiration_date: Restricted share units settle 6 months after date of termination of reporting person. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 20:52 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingRestricted Share Unit · Derivative | 844 | $122.30 Strike: $0.00 | $103,221.20 |
DisclosureSEC source: 0001127602-16-062814 · form4.xml · derivative · entry 2 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,555.0124 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 844 shares Expires not disclosed F3 · shares: This represents RSUs that were withheld by the Issuer to satisfy local withholding tax requirements. F4 · derivative.exercise_date: Not applicable F4 · derivative.expiration_date: Not applicable Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 20:52 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantRestricted Share Unit · Derivative | 35,886 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062814 · form4.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,399.0124 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 35,886 shares Expires not disclosed F1 · shares: The Reporting Person was granted unvested performance-vesting restricted stock units (PVRSUs) on September 25, 2013, which vest over a three-year performance period to the extent that certain predetermined performance criteria are achieved and based on the Reporting Person's continued employment with the Issuer. On August 20, 2016, the Compensation Committee certified the extent to which the performance criteria applicable to such PVRSUs were achieved; therefore, pursuant to the terms of the applicable award agreement, PVRSUs thereafter vested on September 15, 2016. The number of PVRSUs that vested includes additional Restricted Stock Units (RSUs) granted as a result of the special dividend declared by Towers Watson on December 29, 2015. The Reporting Person elected to defer receipt of shares and these shares are being deferred into the Towers Watson Non-Qualified Deferred Savings Plan for US Employees. F2 · derivative.exercise_date: Restricted share units settle 6 months after date of termination of reporting person. F2 · derivative.expiration_date: Restricted share units settle 6 months after date of termination of reporting person. Read SEC document |
| March 14, 2015 Filed Mar 15, 2018 14:48 UTC | MAXIMUS, INC. MMS · Entity 4224 | GrantCommon Stock · Derivative | 4,561 | $0.00 Strike: $67.97 | $0.00 |
DisclosureSEC source: 0001032220-18-000032 · primary_doc.xml · derivative · entry 1 HALEY JOHN J · CIK 0001215018 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,561 Underlying: Common Stock · 4,561 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 vesting 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 137,897 shares of common stock with varying vesting schedules. 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.