Aon (NYSE: AON) CEO Gregory Case logs performance share awards and tax share deliveries
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Aon plc President & CEO Gregory Case, who is also a director, reported equity compensation activity in Class A Ordinary Shares. On February 12, 2026, he acquired 71,868 shares and an additional 4,589 shares through the settlement of performance share units granted under Aon’s Leadership Performance Program, based on company performance from January 1, 2023 to December 31, 2025. On the same date, 32,246.147 shares and 2,059.019 shares were delivered back to Aon at $314.49 per share to cover tax obligations tied to this vesting. After these transactions, he directly held 938,781.593 Class A shares and also reported indirect holdings through various trusts and grantor retained annuity trusts.
Positive
- None.
Negative
- None.
Insider Trade Summary
10 transactions reported
Mixed
10 txns
Insider
Case Gregory C
Role
President & CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Class A Ordinary Stock | 71,868 | $0.00 | -- |
| Tax Withholding | Class A Ordinary Stock | 32,246.147 | $314.49 | $10.14M |
| Grant/Award | Class A Ordinary Stock | 4,589 | $0.00 | -- |
| Tax Withholding | Class A Ordinary Stock | 2,059.019 | $314.49 | $648K |
| holding | Class A Ordinary Stock | -- | -- | -- |
| holding | Class A Ordinary Stock | -- | -- | -- |
| holding | Class A Ordinary Stock | -- | -- | -- |
| holding | Class A Ordinary Stock | -- | -- | -- |
| holding | Class A Ordinary Stock | -- | -- | -- |
| holding | Class A Ordinary Stock | -- | -- | -- |
Holdings After Transaction:
Class A Ordinary Stock — 968,497.759 shares (Direct);
Class A Ordinary Stock — 129,029 shares (Indirect, By Trust)
Footnotes (1)
- Represents Class A Ordinary Shares issued upon the settlement of performance share unit awards originally granted approximately three years ago under the eighteenth 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 12, 2026, based on the Company's performance for the period from January 1, 2023 to December 31, 2025. Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. On May 5, 2025, the GRAT returned 161,104 shares to the reporting person as an annuity payment; and on February 9, 2026 the GRAT returned 201,484 shares to the reporting person as an annuity payment. On November 7, 2025, the GRAT returned 63,500 shares to the reporting person as an annuity payment.
FAQ
What did AON CEO Gregory Case report in this Form 4 filing?
Gregory Case reported equity compensation activity involving Aon plc Class A shares. He received vested performance share units that converted into shares and delivered a portion back to Aon to satisfy related tax withholding obligations, changing his direct and indirect ownership balances.
What is Gregory Case’s direct ownership in AON after these transactions?
After the February 12, 2026 transactions, Gregory Case directly held 938,781.593 Aon Class A Ordinary Shares. This figure reflects both the performance-based share acquisitions and the shares delivered back to Aon to satisfy associated tax withholding obligations reported in the filing.
What indirect AON holdings does Gregory Case report through trusts and GRATs?
He reports indirect ownership of Aon Class A shares held by multiple trusts and grantor retained annuity trusts. The positions include 129,029 and 163,964 shares in separate trusts and 37,412 and 73,240 shares in GRATs, reflecting estate-planning vehicles associated with his holdings.