Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aon plcAON · Entity 2608 | Chief Marketing Officer | February 15, 2024 | February 20, 2024 |
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 15, 2024 · Filed February 20, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Ordinary StockSEC Table I · non-derivative | Direct | 41,523.676 |
Ending reported balance
After 2024-02-16 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2024-02-15 · Grant · Acquired 9,332 · Balance 44,201.273 F1: 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. Row 2 · 2024-02-15 · Tax withholding · Disposed 3,239.833 · Balance 40,961.44 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Row 3 · 2024-02-16 · Exercise / conversion · Acquired 299 · Balance 41,260.44 F3: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Row 4 · 2024-02-16 · Tax withholding · Disposed 117.653 · Balance 41,142.787 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. Row 5 · 2024-02-16 · Exercise / conversion · Acquired 628 · Balance 41,770.787 F3: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Row 6 · 2024-02-16 · Tax withholding · Disposed 247.111 · Balance 41,523.676 F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. |
| Restricted Share Unit (Right to Receive)SEC Table II · derivative / convertible security · Expires 2025-02-17 | Direct | 299 |
Reported balance
After 2024-02-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-02-16 · Exercise / conversion · Disposed 299 · Balance 299 F4: 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: A restricted share unit award was granted on February 17, 2022 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. |
| Restricted Share Unit (Right to Receive)SEC Table II · derivative / convertible security · Expires 2026-02-16 | Direct | 1,258 |
Reported balance
After 2024-02-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-02-16 · Exercise / conversion · Disposed 628 · Balance 1,258 F4: 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. F6: A restricted share unit award was granted on February 16, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award.
F3: Class A Ordinary Shares acquired upon the vesting of a restricted share unit award.
F4: 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: A restricted share unit award was granted on February 17, 2022 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.
F6: A restricted share unit award was granted on February 16, 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.
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 14, 2020 Filed Feb 18, 2020 21:59 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestrictive Share Unit (Right to Receive) · Derivative | 447 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010230 · doc4.xml · derivative · entry 9 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 894 Underlying: Class A Ordinary Shares · 447 shares Expires 2022-02-14 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 U.K. law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F7 · derivative.exercise_date: A restricted share unit award was granted on February 14, 2019 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. F7 · derivative.expiration_date: A restricted share unit award was granted on February 14, 2019 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 14, 2020 Filed Feb 18, 2020 21:59 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestrictive Share Unit (Right to Receive) · Derivative | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010230 · doc4.xml · derivative · entry 8 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332 Underlying: Class A Ordinary Shares · 331 shares Expires 2021-02-15 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 U.K. law, the reporting person agreed to pay the issuer the nominal value of US$0.01 per share issued to the reporting person. F6 · derivative.exercise_date: A restricted share unit award was granted on February 15, 2018 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. F6 · derivative.expiration_date: A restricted share unit award was granted on February 15, 2018 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 14, 2020 Filed Feb 18, 2020 21:59 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 176 | $235.73 | $41,488.48 |
DisclosureSEC source: 0001209191-20-010230 · doc4.xml · nonDerivative · entry 6 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,589 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 14, 2020 Filed Feb 18, 2020 21:59 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 447 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-010230 · doc4.xml · nonDerivative · entry 5 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,765 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 14, 2020 Filed Feb 18, 2020 21:59 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 131 | $235.73 | $30,880.63 |
DisclosureSEC source: 0001209191-20-010230 · doc4.xml · nonDerivative · entry 4 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,318 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 14, 2020 Filed Feb 18, 2020 21:59 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 331 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-010230 · doc4.xml · nonDerivative · entry 3 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,449 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 13, 2020 Filed Feb 18, 2020 21:59 UTC | Aon plc AON · Entity 2608 | GrantRestrictive Share Unit (Right to Receive) · Derivative | 448 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010230 · doc4.xml · derivative · entry 7 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448 Underlying: Class A Ordinary Shares · 448 shares Expires 2023-02-13 F4 · derivative.exercise_price: The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with U.K. 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: 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. F5 · 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 13, 2020 Filed Feb 18, 2020 21:59 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 1,439 | $234.58 | $337,560.62 |
DisclosureSEC source: 0001209191-20-010230 · doc4.xml · nonDerivative · entry 2 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,118 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 13, 2020 Filed Feb 18, 2020 21:59 UTC | Aon plc AON · Entity 2608 | GrantClass A Ordinary Stock | 5,908 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-010230 · doc4.xml · nonDerivative · entry 1 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,557 F1 · kind: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the twelfth 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, 2020, based on the Company's performance for the period from January 1, 2017 to December 31, 2019. F1 · price: Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the twelfth 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, 2020, based on the Company's performance for the period from January 1, 2017 to December 31, 2019. Read SEC document |
| November 25, 2019 Filed Nov 26, 2019 21:33 UTC | Aon plc AON · Entity 2608 | Exercise / conversionRestrictive Share Unit (Right to Receive) · Derivative | 1,094 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-058130 · doc4.xml · derivative · entry 3 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Ordinary Shares · 1,094 shares Expires 2019-11-21 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 U.K. 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 November 21, 2014 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan: 20% of the award vests on each of the first through fifth anniversary of the date of the grant. F4 · derivative.expiration_date: A restricted share unit award was granted on November 21, 2014 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan: 20% of the award vests on each of the first through fifth anniversary of the date of the grant. Read SEC document |
| November 25, 2019 Filed Nov 26, 2019 21:33 UTC | Aon plc AON · Entity 2608 | Tax withholdingClass A Ordinary Stock | 431 | $198.80 | $85,682.80 |
DisclosureSEC source: 0001209191-19-058130 · doc4.xml · nonDerivative · entry 2 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,649 F2 · kind: Class A Ordinary Shares withheld by the issuer for the payment of taxes in connection with the vesting of a restricted share unit. Read SEC document |
| November 25, 2019 Filed Nov 26, 2019 21:33 UTC | Aon plc AON · Entity 2608 | Exercise / conversionClass A Ordinary Stock | 1,094 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-058130 · doc4.xml · nonDerivative · entry 1 Weitz Andy · CIK 0001786688 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,080 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.