Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
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 July 22, 2024 · Filed July 23, 2024
Section 16 reporting ended · disclosed 2024-07-23. 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 | 14,277.154 |
Reported balance
After 2024-07-22 transaction · row 1
1 source rowRow 1 · 2024-07-22 · Tax withholding · Disposed 1,876 · Balance 14,277.154 F1: Withholding of shares by Issuer incident to the vesting and settlement of the reporting person's previously reported earned performance-based restricted share units. |
Filing footnotes · ownership attribution and instrument terms
F1: Withholding of shares by Issuer incident to the vesting and settlement of the reporting person's previously reported earned performance-based restricted share units.
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 21, 2021 Filed Feb 23, 2021 21:06 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 5,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-007271 · form4.xml · nonDerivative · entry 1 Garrard Adam · CIK 0001657925 · Head-Corporate Risk & Broking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,199 F1 · shares: Represents the number of performance-based restricted share units earned upon the certification of the achievement of certain pre-established performance goals based on three-year annualized total shareholder return during the three-year performance period that ended on December 31, 2020, each of which earned unit represents the right to receive one ordinary share of the Issuer upon the satisfaction of the service-based vesting requirement on July 20, 2021, subject to the terms of the award agreement. This number also includes the number of ordinary shares of the Issuer that are issuable pursuant to the dividend equivalent right under the terms of the award agreement providing for the accrual of dividends in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Read SEC document |
| July 20, 2020 Filed Jul 22, 2020 21:33 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | OtherDividend Equivalent Rights · Derivative | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021985 · form4.xml · derivative · entry 5 Garrard Adam · CIK 0001657925 · Head-Corporate Risk & Broking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 56 shares Expires not disclosed F2 · derivative.exercise_price: The dividend equivalent rights accrued on a number of performance-based restricted share units previously earned under the reporting person's performance-based restricted share unit award and credited in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. F2 · derivative.exercise_date: The dividend equivalent rights accrued on a number of performance-based restricted share units previously earned under the reporting person's performance-based restricted share unit award and credited in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. F2 · derivative.expiration_date: The dividend equivalent rights accrued on a number of performance-based restricted share units previously earned under the reporting person's performance-based restricted share unit award and credited in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. Read SEC document |
| July 20, 2020 Filed Jul 22, 2020 21:33 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 3,837 | $208.50 | $800,014.50 |
DisclosureSEC source: 0001127602-20-021985 · form4.xml · nonDerivative · entry 2 Garrard Adam · CIK 0001657925 · Head-Corporate Risk & Broking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,809 F1 · shares: Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of 8,162 restricted share units on July 20, 2020. Read SEC document |
| July 20, 2020 Filed Jul 22, 2020 21:33 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | OtherOrdinary Shares, nominal value $0.000304635 per share | 56 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021985 · form4.xml · nonDerivative · entry 1 Garrard Adam · CIK 0001657925 · Head-Corporate Risk & Broking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,646 Read SEC document |
| July 15, 2020 Filed Jul 22, 2020 21:33 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantDividend Equivalent Rights · Derivative | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021985 · form4.xml · derivative · entry 4 Garrard Adam · CIK 0001657925 · Head-Corporate Risk & Broking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 26 shares Expires not disclosed F2 · derivative.exercise_price: The dividend equivalent rights accrued on a number of performance-based restricted share units previously earned under the reporting person's performance-based restricted share unit award and credited in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. F2 · derivative.exercise_date: The dividend equivalent rights accrued on a number of performance-based restricted share units previously earned under the reporting person's performance-based restricted share unit award and credited in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. F2 · derivative.expiration_date: The dividend equivalent rights accrued on a number of performance-based restricted share units previously earned under the reporting person's performance-based restricted share unit award and credited in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. Read SEC document |
| April 15, 2020 Filed Jul 22, 2020 21:33 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantDividend Equivalent Rights · Derivative | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021985 · form4.xml · derivative · entry 3 Garrard Adam · CIK 0001657925 · Head-Corporate Risk & Broking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 30 shares Expires not disclosed F2 · derivative.exercise_price: The dividend equivalent rights accrued on a number of performance-based restricted share units previously earned under the reporting person's performance-based restricted share unit award and credited in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. F2 · derivative.exercise_date: The dividend equivalent rights accrued on a number of performance-based restricted share units previously earned under the reporting person's performance-based restricted share unit award and credited in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. F2 · derivative.expiration_date: The dividend equivalent rights accrued on a number of performance-based restricted share units previously earned under the reporting person's performance-based restricted share unit award and credited in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Each dividend equivalent right is the economic equivalent of one WLTW Ordinary Share. Read SEC document |
| February 25, 2020 Filed Feb 27, 2020 22:37 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 8,106 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008189 · form4.xml · nonDerivative · entry 1 Garrard Adam · CIK 0001657925 · Head-Corporate Risk & Broking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,590 F1 · shares: Represents the number of performance-based restricted share units earned upon the certification of the achievement of certain pre-established performance goals based on three-year annualized total shareholder return and 2019 earnings per share during the three-year performance period that ended on December 31, 2019, each of which earned unit represents the right to receive one ordinary share of the Issuer upon the satisfaction of the service-based vesting requirement on July 20, 2020, subject to the terms of the award agreement. This number also includes the number of ordinary shares of the Issuer that are issuable pursuant to the dividend equivalent right under the terms of the award agreement providing for the accrual of dividends in the form of additional restricted share units that vest and are payable at the same time as the underlying performance-based restricted share units. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 20:12 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 2,610 | $172.25 | $449,572.50 |
DisclosureSEC source: 0001127602-19-012208 · form4.xml · nonDerivative · entry 1 Garrard Adam · CIK 0001657925 · Head of International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,484 F1 · shares: Withholding of shares by Issuer incident to the vesting and settlement of an aggregate of 5,552 performance-based restricted share units on March 15, 2019. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 21:11 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 5,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008919 · form4.xml · nonDerivative · entry 1 Garrard Adam · CIK 0001657925 · Head of International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,094 F1 · shares: Represents the number of performance-based restricted share units earned upon the certification of the achievement of certain pre-established performance goals based on relative total shareholder return during a three-year performance period that ended on December 31, 2018, each of which represents the right to receive one ordinary share of the Issuer upon its vesting on March 15, 2019 subject to the terms of the award agreement. This number also includes the number of ordinary shares of the Issuer that are issuable pursuant to the dividend equivalent right under the terms of the award agreement providing for the accrual of dividends in the form of additional restricted share units that vested and are payable at the same time as the underlying performance-based restricted share units. Read SEC document |
| February 13, 2019 Filed Feb 14, 2019 21:09 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 3,517.0715 | $171.71 | $603,915.29 |
DisclosureSEC source: 0001127602-19-005986 · form4.xml · nonDerivative · entry 1 Garrard Adam · CIK 0001657925 · Head of International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,542 F1 · price: This transaction was executed in multiple trades at prices ranging from $171.69 to $171.875. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 21:33 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 2,850 | $153.92 | $438,661.46 |
DisclosureSEC source: 0001127602-18-032521 · form4.xml · nonDerivative · entry 1 Garrard Adam · CIK 0001657925 · Head of International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,059.0715 F1 · balance_after: Includes an aggregate of 730 restricted share units subject to the satisfaction of vesting requirements. Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 20:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Exercise / conversionStock Option (right to buy) · Derivative | 1,830 | $0.00 Strike: $117.40 | $0.00 |
DisclosureSEC source: 0001127602-18-026779 · form4.xml · derivative · entry 3 Garrard Adam · CIK 0001657925 · Head of International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares, nominal value $0.000304635 per share · 1,830 shares Expires 2021-12-17 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. F2 · derivative.exercise_date: The stock option was fully vested and exercisable as of December 16, 2016. The shares underlying the option vested as follows: 1,775 shares vested on December 16, 2014; 1,775 shares vested on December 16, 2015; and 1,830 shares vested on December 16, 2016. Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 20:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | SaleOrdinary Shares, nominal value $0.000304635 per share | 1,830 | $146.77 | $268,590.02 |
DisclosureSEC source: 0001127602-18-026779 · form4.xml · nonDerivative · entry 2 Garrard Adam · CIK 0001657925 · Head of International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,909.0715 F1 · balance_after: Includes an aggregate of 730 restricted share units subject to the satisfaction of vesting requirements. Read SEC document |
| August 31, 2018 Filed Sep 5, 2018 20:02 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Exercise / conversionOrdinary Shares, nominal value $0.000304635 per share | 1,830 | $117.40 | $214,842.00 |
DisclosureSEC source: 0001127602-18-026779 · form4.xml · nonDerivative · entry 1 Garrard Adam · CIK 0001657925 · Head of International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,739.0715 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. Read SEC document |
| February 22, 2018 Filed Mar 5, 2018 22:31 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 4,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-010185 · form4.xml · nonDerivative · entry 1 Garrard Adam · CIK 0001657925 · Head of International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,909.0715 F1 · shares: Reflects the number of earned performance-based restricted share units, each of which represented a contingent right to receive an ordinary share of the Issuer upon satisfaction of certain pre-established performance goals based on relative total shareholder return during a three-year performance period and service requirements, that vest on March 2, 2018 subject to the reporting person's continued employment with the Issuer. F2 · balance_after: Includes 730 restricted share units subject to the satisfaction of vesting requirements. Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 21:00 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | Tax withholdingOrdinary Shares, nominal value $0.000304635 per share | 329 | $162.03 | $53,307.87 |
DisclosureSEC source: 0001127602-17-032375 · form4.xml · nonDerivative · entry 2 Garrard Adam · CIK 0001657925 · Head of International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,836.0715 F2 · shares: Withholding of shares by Issuer incident to the tax payment related to the grant of 700 shares on November 14, 2017. Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 21:00 UTC | WILLIS TOWERS WATSON PLC WLTW · Entity 3139 | GrantOrdinary Shares, nominal value $0.000304635 per share | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-032375 · form4.xml · nonDerivative · entry 1 Garrard Adam · CIK 0001657925 · Head of International 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,165.0715 F1 · shares: Fully vested shares awarded to the reporting person on November 14, 2017. 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.