STOCK TITAN

Aon (AON) CEO Gregory Case transfers Aon shares as bona fide gifts

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Aon plc director and CEO Gregory C. Case reported a series of bona fide gift transfers of Class A Ordinary Shares. On February 19, 2026, upon termination of a GRAT, he transferred 15,000 shares in two gifts of 7,500 shares each and 22,412 shares to two separate trusts, each receiving 11,206 shares.

These are non-cash, indirect dispositions classified as gifts, not open-market sales. After these transactions, he continues to hold a substantial direct stake of 933,708.898 Class A shares, along with additional indirect holdings through trusts and a GRAT.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Case Gregory C

(Last) (First) (Middle)
200 EAST RANDOLPH ST.

(Street)
CHICAGO IL 60601

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Aon plc [ AON ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
President & CEO
3. Date of Earliest Transaction (Month/Day/Year)
02/19/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Class A Ordinary Stock 02/19/2026 G 7,500 D $0 29,912(1) I By GRAT
Class A Ordinary Stock 02/19/2026 G 7,500 D $0 22,412(1) I By GRAT
Class A Ordinary Stock 02/19/2026 G 11,206 D $0 11,206(2) I By GRAT
Class A Ordinary Stock 02/19/2026 G 11,206 D $0 0(2) I By GRAT
Class A Ordinary Stock 02/19/2026 G 11,206 A $0 175,170(2) I By Trust
Class A Ordinary Stock 02/19/2026 G 11,206 A $0 175,169(2) I By Trust
Class A Ordinary Stock 933,708.898 D
Class A Ordinary Stock 132,243 I By Trust
Class A Ordinary Stock 132,243 I By Trust
Class A Ordinary Stock 73,240 I By GRAT
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. 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.
2. 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.
/s/ Colby Alexis - Colby Alexis pursuant to a power of attorney from Greg Case 02/20/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Aon (AON) CEO Gregory C. Case report in this Form 4?

Gregory C. Case reported several bona fide gifts of Aon Class A Ordinary Shares on February 19, 2026. These dispositions were indirect transfers linked to the termination of a GRAT and involved moving shares to trusts rather than selling them for cash.

How many Aon (AON) shares were gifted by the CEO through the GRAT and trusts?

Upon termination of the GRAT on February 19, 2026, Gregory C. Case gifted 15,000 shares in two 7,500-share transfers and 22,412 shares to two trusts, each acquiring 11,206 shares. All transactions were reported as non-derivative bona fide gifts of Class A shares.

Does this Aon (AON) Form 4 show stock sales by the CEO?

No, the filing shows gift transfers, not stock sales. Each reported transaction uses code G, described as a bona fide gift, meaning shares were transferred without consideration, primarily upon termination of a grantor retained annuity trust (GRAT) into related trusts.

How many Aon (AON) shares does Gregory C. Case hold after these gift transactions?

After the reported gifts, Gregory C. Case directly holds 933,708.898 Class A shares. He also reports indirect ownership of shares through various trusts and a GRAT, including positions such as 132,243 shares by trust and 73,240 shares by GRAT, as disclosed.

What is the nature of ownership for the Aon (AON) shares involved in these gifts?

The gifted Aon shares were held indirectly by a GRAT and related trusts. The Form 4 labels these as indirect ownership (“I”) with descriptions such as “By GRAT” and “By Trust”, indicating estate and trust planning structures rather than personal direct holdings.
Aon Plc

NYSE:AON

AON Rankings

AON Latest News

AON Latest SEC Filings

AON Stock Data

69.48B
208.10M
Insurance Brokers
Insurance Agents, Brokers & Service
Link
Ireland
DUBLIN 2