Gebauer Julie Jarecke 4
4 · WILLIS TOWERS WATSON PLC · Filed Apr 17, 2026
Research Summary
AI-generated summary of this filing
WTW Julie J. Gebauer (Pres. Health) Receives RSU Award
What Happened
- Julie J. Gebauer, President — Health, Wealth & Career at Willis Towers Watson plc (WTW), was granted a total of 107.53 restricted share units (RSUs) on April 15, 2026. The filing shows three award entries: 10.453 RSUs (ordinary award) and two derivative/dividend-equivalent RSU entries of 78.76 and 18.317 RSUs. All were reported at $0.00 per share (awards), so there was no cash purchase or sale.
Key Details
- Transaction date: 2026-04-15; Form 4 filed: 2026-04-17 (filed within the typical 2-business-day window).
- Awards reported: 10.453 RSUs (ordinary award); 78.76 RSUs (derivative/dividend equivalent); 18.317 RSUs (derivative/dividend equivalent); total = 107.53 RSUs.
- Price: $0.00 per share (awarded). No immediate cash value reported on the Form 4; market value not provided in filing.
- Shares owned after transaction: not disclosed in this Form 4.
- Notable footnotes: dividend equivalents accrue and vest on the same schedule as the underlying RSUs; RSUs from the company’s deferred and excess savings plans settle 1:1 for ordinary shares and have specified settlement timing (often tied to separation from service or defined plan rules).
Context
- These are compensation/plan awards (code A) and not open-market purchases or sales—typical executive compensation activity rather than a directional market bet. Two entries are derivative/dividend-equivalent RSUs tied to deferred savings plans and will convert to ordinary shares per the plan’s settlement rules (including potential 6-month post-termination settlement provisions).
Insider Transaction Report
Form 4
Gebauer Julie Jarecke
Pres.-Health, Wealth & Career
Transactions
- Award
Ordinary Shares, nominal value $0.000304635 per share
[F1]2026-04-15+10.453→ 76,409.83 total - Award
Restricted Share Unit
[F2][F3]2026-04-15+78.76→ 24,421.021 total→ Ordinary Shares, nominal value $0.000304635 per share (78.76 underlying) - Award
Restricted Share Unit
[F4][F5]2026-04-15+18.317→ 5,592.64 total→ Ordinary Shares, nominal value $0.000304635 per share (18.317 underlying)
Holdings
- 534(indirect: By Trust)
Ordinary Shares, nominal value $0.000304635 per share
- 534(indirect: By Trust)
Ordinary Shares, nominal value $0.000304635 per share
Footnotes (5)
- [F1]The dividend equivalent rights accrued on the reporting person's restricted share unit award and vest based on the same vesting schedule applicable to the underlying restricted share unit award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share.
- [F2]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]Represents dividends acquired pursuant to the Willis Towers Watson Non-Qualified Deferred Savings Plan for U.S. Employees (the "Plan"), including the participant's deferral election under the Plan and the Company's matching contribution on the participant's deferral election credited to the participant's account in the form of restricted share units under the Plan.
- [F4]Vested shares under the Willis Towers Watson 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]Represents dividends acquired pursuant to the Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees (the "Excess Plan"), including the participant's deferral election under the Excess Plan and the Company's matching contribution on the participant's deferral election credited to the participant's account in the form of restricted share units under the Excess Plan.
Signature
/s/ Julie J. Gebauer by Gary Pang, Attorney-in-Fact (power of attorney previously filed)|2026-04-17