Aon plc filings document the regulatory record of an Ireland-domiciled public company with Class A ordinary shares listed on the New York Stock Exchange. Its Form 8-K reports cover material events and securities information, including registered share classes, senior notes and guarantees associated with Aon plc, Aon Corporation, Aon Global Holdings plc and Aon North America, Inc.
Proxy materials describe board governance, shareholder voting matters, executive compensation and pay-versus-performance disclosures. Form 25 filings document exchange removal and registration withdrawal for maturing or withdrawn senior-note classes, while recurring filings provide formal disclosure on capital structure, governance and public-company reporting obligations.
Aon plc's Class A ordinary shares were reported by JPMorgan Chase & Co. as beneficially owned in an amount of 14,312,078 shares, equal to 6.7% of the class, as of September 30, 2026. The reported powers include sole voting power over 12,672,288 shares and shared voting power over 242,690 shares; sole dispositive power over 14,272,906 shares and shared dispositive power over 30,653 shares.
Aon plc (symbol: AON) is the issuer of record for a Form 8-K filing submitted to the SEC. Aon plc entered into new senior unsecured credit facilities totaling $7 billion, including a $4 billion delayed draw term loan agreement and a $3 billion revolving credit agreement, each signed on September 18, 2026 with Citibank, N.A. as administrative agent.
The term loans comprise a $2 billion two-year tranche maturing September 18, 2028 and a $2 billion three-year tranche maturing September 18, 2029, available to Aon North America, Inc. to fund a portion of the cash consideration and costs for the USI Advantage Corp. acquisition. A new $3 billion multicurrency revolver maturing September 18, 2031 replaces two prior $1 billion revolving facilities. Both agreements carry interest based on benchmark rates plus a margin tied to Aon’s senior unsecured long‑term debt rating and include financial covenants requiring consolidated adjusted EBITDA to consolidated interest expense of at least 4.00x and consolidated funded net debt to consolidated adjusted EBITDA not exceeding up to 4.75x, stepping down over eight fiscal quarters.
Aon plc (symbol: AON) is the issuer of record for a Form 8-K filing submitted to the SEC. Aon plc, through Aon North America, Inc. and Aon Global Holdings plc, completed a large multi‑tranche senior notes offering totaling several series of U.S. dollar–denominated senior unsecured notes maturing between 2029 and 2056, all fully and unconditionally guaranteed on a senior unsecured basis by Aon plc, Aon Corporation and Aon Global Limited.
The notes include USI Acquisition Notes, bearing fixed coupons ranging from 5.350% for the 2029 Notes up to 6.450% for the 2046 Notes, plus an additional 6.450% 2056 series. Net proceeds were approximately $13.4 billion, which Aon intends to use for general corporate purposes, including funding the cash consideration for the USI Advantage Corp. acquisition, refinancing USI debt and paying related fees. If the USI acquisition is not completed under specified conditions, the Issuers must redeem all USI Acquisition Notes at 101% of principal plus accrued interest.
Aon plc (AON), through co-issuers Aon North America, Inc. and Aon Global Holdings plc, is issuing $13.5 billion of senior notes in seven tranches, with coupons ranging from 5.350% (2029) to 6.450% (2046 and 2056), all maturing between 2029 and 2056 and paying interest semi‑annually from March 17, 2027. The notes are fully and unconditionally guaranteed on a senior unsecured basis by Aon plc, Aon Corporation and Aon Global Limited and will rank pari passu with their other senior unsecured debt and structurally subordinated to liabilities of non‑guarantor subsidiaries.
Aon expects net proceeds of about $13.4 billion, to be used with a new $4.0 billion term loan, a new $3.0 billion revolving facility and other liquidity to fund the $17 billion cash acquisition of USI Advantage Corp., repay roughly $4.3 billion of USI debt, and pay related fees. If the USI acquisition is not completed by a defined outside date or the merger agreement is terminated, all USI Acquisition Notes (all series except the 2056 notes) must be redeemed at 101% of principal plus accrued interest under a Special Mandatory Redemption. For the twelve months ended June 30, 2026, Aon reported adjusted EBITDA of $5.924 billion, USI adjusted EBITDA of $756 million, and combined arithmetic adjusted EBITDA of $6.68 billion, and Aon is targeting a post‑deal leverage ratio of 2.8x–3.0x within about 24 months of closing.
Aon plc (AON), through subsidiaries Aon North America, Inc. and Aon Global Holdings plc, is offering multiple series of senior notes maturing between 2029 and 2056, fully and unconditionally guaranteed by Aon plc, Aon Corporation and Aon Global Limited. The notes are senior unsecured obligations and will rank pari passu with other senior debt but are effectively and structurally subordinated to secured debt and obligations of non‑guarantor subsidiaries.
The issuance is part of the financing for Aon’s pending USI Acquisition, under which Aon will acquire USI Advantage Corp. for $17 billion in cash, including net debt, and repay about $4.3 billion of USI existing debt. A special mandatory redemption will apply to the USI Acquisition notes if the acquisition is not completed by defined deadlines, at 101% of principal plus accrued interest. Aon also arranged a $4.0 billion new term loan and a $3.0 billion new revolving credit facility and targets a post‑transaction leverage ratio between 2.8x and 3.0x EBITDA within roughly 24 months of closing.
Aon plc (AON) furnished detailed historical and pro forma financial information related to its acquisition of USI Advantage Corp., whose operating business is conducted through USI, Inc. and subsidiaries. The materials include audited USI consolidated financial statements for the year ended December 31, 2025 and unaudited financials for the six months ended June 30, 2026, together with an Ernst & Young LLP audit opinion.
Aon also provided unaudited pro forma combined financial statements giving effect to the merger and related transactions, including a pro forma statement of financial position as of June 30, 2026 and pro forma statements of income for the six months ended June 30, 2026 and the year ended December 31, 2025. USI generated $3.0 billion of revenue and $60.8 million of net income in 2025, supported by significant goodwill and identifiable intangible assets.
Aon plc (AON) director Lester B. Knight reported a series of open-market purchases of Class A Ordinary Stock on September 2, 2026 through a family partnership, totaling 20,000 shares at weighted-average prices between about $325 and $331 per share. No Rule 10b5-1 trading plan is reported. Following these transactions, Knight is shown with 5,227 shares held directly and additional indirect holdings through his spouse and a personal revocable trust.
Aon plc (AON) announced a definitive agreement to acquire USI Advantage Corp. for a cash purchase price of $17.0 billion (net purchase price $16.7 billion after certain tax attributes). USI is a major U.S. middle‑market insurance broker with about $3.0 billion in annual revenue and more than 10,500 employees. Closing is expected in the fourth quarter of 2026, subject to regulatory approvals and other customary conditions.
Aon targets $395 million of net Adjusted EBITDA synergies, including $321 million net revenue synergies and $280 million cost synergies, expected to be substantially realized between closing and 2029. On this basis, USI’s synergized Adjusted EBITDA is estimated at $1.2 billion, implying a net purchase multiple of about 14.5x. The company expects the deal to be dilutive to adjusted EPS in 2027 and accretive in 2028 and thereafter.
Aon plans to fund the acquisition entirely with new debt across a range of maturities and aims to maintain its current investment‑grade ratings (Baa2/A-). Management plans to delever to a 2.8x–3.0x leverage objective within roughly 24 months of closing and does not expect near‑term share repurchases as it prioritizes debt repayment, while continuing a stable and growing dividend.
Aon plc (AON) disclosed the initial equity holdings of reporting person Nadin Virani, Interim CFO. The filing reports direct ownership of 1,014.475 Class A Ordinary Shares and two restricted share unit (RSU) awards that each convert into Class A Ordinary Shares on a 1-for-1 basis with a nominal value of $0.01 per share payable by the reporting person.
One RSU award covers 1,117 underlying shares vesting 50% on each of the first and second anniversaries of the May 21, 2025 grant date and is scheduled to convert by May 21, 2027. The other covers 893 underlying shares, vesting 20% annually over five years from May 21, 2025 and expiring on May 21, 2030.
Aon plc reported a leadership change in its finance organization. Edmund Reese transitioned from his role as Executive Vice President and Chief Financial Officer effective August 17, 2026, and will serve as a senior advisor from that date through August 16, 2027 under a letter agreement with Aon Corporation.
Aon appointed Nadin Virani, 49, as interim Chief Financial Officer effective the same date. Virani has served as Global Head of Corporate Planning and Analytics since January 2025, and previously held senior finance roles at Broadridge Financial Solutions and American Express. During his interim CFO service, his current annual base salary will be increased by $50,000 per month until the end of the month in which a permanent CFO assumes the role, and he will be eligible for an additional cash bonus equal to the total additional base salary earned, payable within 30 days after his interim term ends. He will continue to participate in Aon’s standard employee benefit plans.