Form 4 for WTW Willis Towers Watson
Accepted 2023-04-04 00:00:00 ET · period of report 2023-04-01 · accession 0001127602-23-012330 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2023-04-04 | 2023-04-01 | WTW | Gebauer Julie Jarecke | Head of Health, Wealth, Career | X - OptEx | $0.00 | +4 | 84.0K | +0.0% | $0 |
| D | 2023-04-04 | 2023-04-03 | WTW | Gebauer Julie Jarecke | Head of Health, Wealth, Career | S - Sale+OE | $232.38 | -2,500 | 82.3K | -3% | -$581.0K |
| DM | 2023-04-04 | 2023-04-01 | WTW | Gebauer Julie Jarecke | Head of Health, Wealth, Career | A - Grant | $0.00 | +2,258 | 83.9K | +3% | $0 |
| D | 2023-04-04 | 2023-04-01 | WTW | Gebauer Julie Jarecke | Head of Health, Wealth, Career | X - OptEx | $0.00 | -4 | 9.15 | -30% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Ordinary Shares, nominal value $0.000304635 per share | 2023-04-01 | X | A | 4 | $0.00 | 83,952 | D | — | — | |
| 2 | Common | Ordinary Shares, nominal value $0.000304635 per share | 2023-04-03 | S | D | 2,500 | $232.38 | 82,312 | D | — | — | (F3) The sales reported in this Form 4 were pursuant to a Rule 10b5-1 trading plan adopted by the reporting person during an open trading window in a prior quarter. (F4) This transaction was executed in multiple trades at prices ranging from $232.09 to $232.8845. 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. |
| 3 | Common | Ordinary Shares, nominal value $0.000304635 per share | 2023-04-01 | A | A | 860 | $0.00 | 84,812 | D | — | — | (F2) Comprised of 860 time-based RSUs which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest ratably over a two-year period as of the first and second anniversaries of the grant date. |
| 4 | Common | Ordinary Shares, nominal value $0.000304635 per share | 2023-04-01 | A | A | 1,398 | $0.00 | 83,948 | D | — | — | (F1) Comprised of 1,398 time-based restricted share units ("RSUs"), which represent the right to receive ordinary shares, par value $0.000304635 per share, of the Issuer. The RSUs shall vest ratably over a three-year period as of the first, second and third anniversaries of the grant date. |
| 5 | Derivative | Dividend Equivalent Rights | 2023-04-01 | X | D | 4 | $0.00 | 9.15 | D | — · — to — | 4 Ordinary Shares, nominal value $0.000304635 per share | (F5) The dividend equivalent rights accrued on the reporting person's RSU award and were credited in the form of additional RSUs that vested and were payable at the same time as the underlying RSUs. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share. |