Aon plc·4

Feb 20, 4:59 PM ET

Case Gregory C 4

4 · Aon plc · Filed Feb 20, 2026

Research Summary

AI-generated summary of this filing

Updated

Aon CEO Gregory C. Case Gifts 37,412 Shares

What Happened
Gregory C. Case, President & CEO and a director of Aon plc (AON), reported multiple gift transactions on Feb 19, 2026 related to the termination of a Grantor Retained Annuity Trust (GRAT). The filing shows he transferred a total of 37,412 shares by gift: two dispositions of 7,500 shares each (15,000 shares) and transfers of 22,412 shares to two separate trusts (11,206 shares each). All gifts are reported at $0.00 per share on the Form 4 (gifts are reported with no cash price).

Key Details

  • Transaction date: Feb 19, 2026; Form 4 filed Feb 20, 2026 (timely filing).
  • Reported price: $0.00 per share (gift). Reported total value on form: $0.
  • Breakdown: two gifts of 7,500 shares (disposed) and two transfers of 11,206 shares to two trusts (22,412 shares total). The Form 4 lists corresponding acquisition entries for the trusts.
  • Shares owned after the transactions: not specified in the supplied excerpt of the filing.
  • Footnotes: F1 — 15,000 shares transferred in two gifts of 7,500 each upon GRAT termination. F2 — 22,412 shares transferred to two trusts by gift, each trust acquiring 11,206 shares.
  • Filing timeliness: filed the day after the transactions; not reported as late.

Context
These were gifts following the termination of a GRAT, not open-market buys or sales. Gifts and transfers to trusts are typically estate- or tax-related actions and do not necessarily indicate the insider’s view on the company's stock. For retail investors, purchases are generally more informative about sentiment than gifts or intra-family/trust transfers.

Insider Transaction Report

Form 4
Period: 2026-02-19
Case Gregory C
DirectorPresident & CEO
Transactions
  • Gift

    Class A Ordinary Stock

    [F1]
    2026-02-197,50029,912 total(indirect: By GRAT)
  • Gift

    Class A Ordinary Stock

    [F1]
    2026-02-197,50022,412 total(indirect: By GRAT)
  • Gift

    Class A Ordinary Stock

    [F2]
    2026-02-1911,20611,206 total(indirect: By GRAT)
  • Gift

    Class A Ordinary Stock

    [F2]
    2026-02-1911,2060 total(indirect: By GRAT)
  • Gift

    Class A Ordinary Stock

    [F2]
    2026-02-19+11,206175,170 total(indirect: By Trust)
  • Gift

    Class A Ordinary Stock

    [F2]
    2026-02-19+11,206175,169 total(indirect: By Trust)
Holdings
  • Class A Ordinary Stock

    933,708.898
  • Class A Ordinary Stock

    (indirect: By Trust)
    132,243
  • Class A Ordinary Stock

    (indirect: By Trust)
    132,243
  • Class A Ordinary Stock

    (indirect: By GRAT)
    73,240
Footnotes (2)
  • [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.
Signature
/s/ Colby Alexis - Colby Alexis pursuant to a power of attorney from Greg Case|2026-02-20

Documents

1 file
  • 4
    ownership.xmlPrimary

    4