Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aon plcAON · Entity 2608 | Director · President & CEO | February 19, 2026 | February 20, 2026 |
| Discover Financial ServicesDFS · Entity 13531 | Director | May 11, 2023 | May 15, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Aon plc
Report date February 19, 2026 · Filed February 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary StockSEC Table I · non-derivative | IndirectBy GRAT | 29,912 |
Reported balance
After 2026-02-19 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-02-19 · Gift · Disposed 7,500 · Balance 29,912 F1: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 15,000 shares in two separate transactions by gift, each involving the disposition of 7,500 shares. |
| Class A Ordinary StockSEC Table I · non-derivative | IndirectBy GRAT | 22,412 |
Reported balance
After 2026-02-19 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-02-19 · Gift · Disposed 7,500 · Balance 22,412 F1: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 15,000 shares in two separate transactions by gift, each involving the disposition of 7,500 shares. |
| Class A Ordinary StockSEC Table I · non-derivative | IndirectBy GRAT | 11,206 |
Reported balance
After 2026-02-19 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-02-19 · Gift · Disposed 11,206 · Balance 11,206 F2: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 22,412 shares to two separate trusts by gift, each of which acquired 11,206 shares. |
| Class A Ordinary StockSEC Table I · non-derivative | IndirectBy GRAT | 0 |
Reported balance
After 2026-02-19 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2026-02-19 · Gift · Disposed 11,206 · Balance 0 F2: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 22,412 shares to two separate trusts by gift, each of which acquired 11,206 shares. |
| Class A Ordinary StockSEC Table I · non-derivative | IndirectBy GRAT | 73,240 |
Reported balance
Holding disclosure · report date 2026-02-19 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 73,240 |
| Class A Ordinary StockSEC Table I · non-derivative | IndirectBy Trust | 175,170 |
Reported balance
After 2026-02-19 transaction · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · 2026-02-19 · Gift · Acquired 11,206 · Balance 175,170 F2: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 22,412 shares to two separate trusts by gift, each of which acquired 11,206 shares. |
| Class A Ordinary StockSEC Table I · non-derivative | IndirectBy Trust | 175,169 |
Reported balance
After 2026-02-19 transaction · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · 2026-02-19 · Gift · Acquired 11,206 · Balance 175,169 F2: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 22,412 shares to two separate trusts by gift, each of which acquired 11,206 shares. |
| Class A Ordinary StockSEC Table I · non-derivative | IndirectBy Trust | 132,243 |
Reported balance
Holding disclosure · report date 2026-02-19 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 132,243 |
| Class A Ordinary StockSEC Table I · non-derivative | IndirectBy Trust | 132,243 |
Reported balance
Holding disclosure · report date 2026-02-19 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 132,243 |
| Class A Ordinary StockSEC Table I · non-derivative | Direct | 933,708.898 |
Reported balance
Holding disclosure · report date 2026-02-19 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 933,708.898 |
Filing footnotes · ownership attribution and instrument terms
F1: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 15,000 shares in two separate transactions by gift, each involving the disposition of 7,500 shares.
F2: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 22,412 shares to two separate trusts by gift, each of which acquired 11,206 shares.
Discover Financial Services
Report date May 11, 2023 · Filed May 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,638 |
Reported balance
After 2023-05-11 transaction · row 1
1 source rowRow 1 · 2023-05-11 · Grant · Acquired 1,774 · Balance 76,638 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 19, 2026 Filed Feb 20, 2026 21:59 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 11,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061585 · ownership.xml · nonDerivative · entry 6 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 175,169 F2 · balance_after: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 22,412 shares to two separate trusts by gift, each of which acquired 11,206 shares. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:59 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 11,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061585 · ownership.xml · nonDerivative · entry 5 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 175,170 F2 · balance_after: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 22,412 shares to two separate trusts by gift, each of which acquired 11,206 shares. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:59 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 11,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061585 · ownership.xml · nonDerivative · entry 4 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F2 · balance_after: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 22,412 shares to two separate trusts by gift, each of which acquired 11,206 shares. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:59 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 11,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061585 · ownership.xml · nonDerivative · entry 3 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 11,206 F2 · balance_after: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 22,412 shares to two separate trusts by gift, each of which acquired 11,206 shares. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:59 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061585 · ownership.xml · nonDerivative · entry 2 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 22,412 F1 · balance_after: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 15,000 shares in two separate transactions by gift, each involving the disposition of 7,500 shares. Read SEC document |
| February 19, 2026 Filed Feb 20, 2026 21:59 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-061585 · ownership.xml · nonDerivative · entry 1 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 29,912 F1 · balance_after: Upon termination of the GRAT on February 19, 2026, the reporting person transferred 15,000 shares in two separate transactions by gift, each involving the disposition of 7,500 shares. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:01 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 2,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059645 · ownership.xml · derivative · entry 11 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 2,357 shares Expires 2026-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F4 · derivative.exercise_date: A restricted share unit award was granted on February 17, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F4 · derivative.expiration_date: A restricted share unit award was granted on February 17, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:01 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 3,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059645 · ownership.xml · nonDerivative · entry 6 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 132,243 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:01 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 3,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059645 · ownership.xml · nonDerivative · entry 5 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 132,243 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:01 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 3,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059645 · ownership.xml · nonDerivative · entry 4 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 933,708.898 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:01 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 3,214 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059645 · ownership.xml · nonDerivative · entry 3 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 936,922.898 Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:01 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 1,001.695 | $325.96 | $326,512.50 |
DisclosureSEC source: 0001193125-26-059645 · ownership.xml · nonDerivative · entry 2 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 940,136.898 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of withholding taxes in connection with the vesting of the award. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:01 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 2,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-059645 · ownership.xml · nonDerivative · entry 1 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 941,138.593 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F1 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 22:09 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 2,059.019 | $314.49 | $647,540.89 |
DisclosureSEC source: 0001193125-26-055060 · ownership.xml · nonDerivative · entry 4 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 938,781.593 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. F3 · balance_after: On May 5, 2025, the GRAT returned 161,104 shares to the reporting person as an annuity payment; and on February 9, 2026 the GRAT returned 201,484 shares to the reporting person as an annuity payment. F4 · balance_after: On November 7, 2025, the GRAT returned 63,500 shares to the reporting person as an annuity payment. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 22:09 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 4,589 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-055060 · ownership.xml · nonDerivative · entry 3 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 940,840.612 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the eighteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 12, 2026, based on the Company's performance for the period from January 1, 2023 to December 31, 2025. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the eighteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 12, 2026, based on the Company's performance for the period from January 1, 2023 to December 31, 2025. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 22:09 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 32,246.147 | $314.49 | $10,141,090.77 |
DisclosureSEC source: 0001193125-26-055060 · ownership.xml · nonDerivative · entry 2 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 936,251.612 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 22:09 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 71,868 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-055060 · ownership.xml · nonDerivative · entry 1 Case Gregory C · CIK 0001322803 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 968,497.759 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the eighteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 12, 2026, based on the Company's performance for the period from January 1, 2023 to December 31, 2025. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the eighteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 12, 2026, based on the Company's performance for the period from January 1, 2023 to December 31, 2025. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 12 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 129,029 Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 11 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 129,029 Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 8 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 470,541.759 Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 7 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 471,518.759 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 2,357 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · derivative · entry 17 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,357 Underlying: Class A Ordinary Shares · 2,357 shares Expires 2026-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F8 · derivative.exercise_date: A restricted share unit award was granted on February 17, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F8 · derivative.expiration_date: A restricted share unit award was granted on February 17, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 18,478 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 14 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 163,963 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 18,478 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 13 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 163,964 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 18,478 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 10 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F2 · balance_after: On February 7, 2025 the GRAT returned 186,029 shares to the reporting person as an annuity payment. F6 · balance_after: Upon termination of the GRAT on February 14, 2025, the reporting person transferred the remaining 36,956 shares to two separate trusts by gift, each of which acquired 18,478 shares. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 18,478 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 9 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 18,478 F2 · balance_after: On February 7, 2025 the GRAT returned 186,029 shares to the reporting person as an annuity payment. F6 · balance_after: Upon termination of the GRAT on February 14, 2025, the reporting person transferred the remaining 36,956 shares to two separate trusts by gift, each of which acquired 18,478 shares. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 1,009.478 | $386.99 | $390,657.89 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 6 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 472,495.759 F4 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 2,357 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 5 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 473,505.237 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F5 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 2,994.454 | $390.29 | $1,168,705.45 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 4 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 471,148.237 F4 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 6,628 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 3 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 474,142.691 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the seventeenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 13, 2025, based on the Company's performance for the period from January 1, 2022 to December 31, 2024. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the seventeenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 13, 2025, based on the Company's performance for the period from January 1, 2022 to December 31, 2024. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 37,648.885 | $390.29 | $14,693,983.33 |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 2 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 467,514.691 F4 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 13, 2025 Filed Feb 19, 2025 00:32 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 83,333 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-022658 · ownership.xml · nonDerivative · entry 1 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505,163.576 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the seventeenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 13, 2025, based on the Company's performance for the period from January 1, 2022 to December 31, 2024. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the seventeenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 13, 2025, based on the Company's performance for the period from January 1, 2022 to December 31, 2024. F2 · balance_after: On February 7, 2025 the GRAT returned 186,029 shares to the reporting person as an annuity payment. F3 · balance_after: On August 5, 2024, the reporting person contributed 136,740 shares previously held as direct to a new GRAT. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:33 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 2,356 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-017283 · ownership.xml · derivative · entry 11 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,714 Underlying: Class A Ordinary Shares · 2,356 shares Expires 2026-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. F5 · derivative.exercise_date: A restricted share unit award was granted on February 17, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F5 · derivative.expiration_date: A restricted share unit award was granted on February 17, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:33 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 994.672 | $311.24 | $309,581.71 |
DisclosureSEC source: 0000950170-24-017283 · ownership.xml · nonDerivative · entry 4 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 372,541.576 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 22:33 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 2,356 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-017283 · ownership.xml · nonDerivative · entry 3 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,536.248 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F3 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:33 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 56,220.593 | $314.37 | $17,674,067.82 |
DisclosureSEC source: 0000950170-24-017283 · ownership.xml · nonDerivative · entry 2 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 371,180.248 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 22:33 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 126,144 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-017283 · ownership.xml · nonDerivative · entry 1 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 427,400.841 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the sixteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 15, 2024, based on the Company's performance for the period from January 1, 2021 to December 31, 2023. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the sixteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 15, 2024, based on the Company's performance for the period from January 1, 2021 to December 31, 2023. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 1,765 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-014784 · ownership.xml · derivative · entry 9 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 1,765 shares Expires 2024-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F4 · derivative.exercise_date: A restricted share unit award was granted on February 12, 2021 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F4 · derivative.expiration_date: A restricted share unit award was granted on February 12, 2021 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 745.159 | $310.03 | $231,021.64 |
DisclosureSEC source: 0000950170-24-014784 · ownership.xml · nonDerivative · entry 2 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 301,256.841 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:40 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 1,765 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-014784 · ownership.xml · nonDerivative · entry 1 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 302,002 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. F1 · price: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:43 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 6,052 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-013397 · ownership.xml · nonDerivative · entry 4 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 128,052 Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:43 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 6,052 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-013397 · ownership.xml · nonDerivative · entry 3 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 128,052 Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:43 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 6,052 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-013397 · ownership.xml · nonDerivative · entry 2 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300,237 F1 · balance_after: On December 19, 2023 the GRAT returned 177,015 shares to the reporting person as an annuity payment. F2 · balance_after: On February 6, 2024, the reporting person contributed 400,000 shares previously held as direct to a new GRAT. Read SEC document |
| February 07, 2024 Filed Feb 9, 2024 22:43 UTC | Aon plc AON · Entity 2608 | GiftClass A Ordinary Stock | 6,052 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-013397 · ownership.xml · nonDerivative · entry 1 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,289 F1 · balance_after: On December 19, 2023 the GRAT returned 177,015 shares to the reporting person as an annuity payment. F2 · balance_after: On February 6, 2024, the reporting person contributed 400,000 shares previously held as direct to a new GRAT. Read SEC document |
| May 11, 2023 Filed May 15, 2023 16:20 UTC | Discover Financial Services DFS · Entity 13531 | GrantCommon Stock | 1,774 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029448 · doc4.xml · nonDerivative · entry 1 Case Gregory C · CIK 0001322803 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,638 Read SEC document |
| February 17, 2023 Filed Feb 22, 2023 00:16 UTC | Aon plc AON · Entity 2608 | GrantRestricted Share Unit (Right to Receive) · Derivative | 7,070 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-011376 · doc4.xml · derivative · entry 8 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,070 Underlying: Class A Ordinary Shares · 7,070 shares Expires 2026-02-17 F3 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F4 · derivative.exercise_date: The restricted share unit award vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan as follows: 33 1/3% of the award vests on each of the first through third anniversary of the date of the grant. F4 · derivative.expiration_date: The restricted share unit award vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan as follows: 33 1/3% of the award vests on each of the first through third anniversary of the date of the grant. Read SEC document |
| February 16, 2023 Filed Feb 22, 2023 00:16 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 87,837 | $310.25 | $27,251,429.25 |
DisclosureSEC source: 0001209191-23-011376 · doc4.xml · nonDerivative · entry 2 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535,326 F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
| February 16, 2023 Filed Feb 22, 2023 00:16 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 198,284 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-011376 · doc4.xml · nonDerivative · entry 1 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 623,163 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the fifteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 16, 2023, based on the Company's performance for the period from January 1, 2020 to December 31, 2022. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the fifteenth cycle of the Company's Leadership Performance Program. The number of shares issued was determined by the Organization and Compensation Committee of the Board of Directors on February 16, 2023, based on the Company's performance for the period from January 1, 2020 to December 31, 2022. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 01:37 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestricted Share Unit (Right to Receive) · Derivative | 1,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009570 · doc4.xml · derivative · entry 11 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765 Underlying: Class A Ordinary Shares · 1,765 shares Expires 2024-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F5 · derivative.exercise_date: A restricted share unit award was granted on February 12, 2021 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. F5 · derivative.expiration_date: A restricted share unit award was granted on February 12, 2021 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. Read SEC document |
| February 10, 2023 Filed Feb 15, 2023 01:37 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 741 | $317.82 | $235,504.62 |
DisclosureSEC source: 0001209191-23-009570 · doc4.xml · nonDerivative · entry 7 Case Gregory C · CIK 0001322803 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,879 F3 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.