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WTW Form 4: Gebauer adds RSUs across deferred plans

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

Rhea-AI Filing Summary

Willis Towers Watson (WTW) reported an insider equity update. Officer Julie J. Gebauer (Pres.-Health, Wealth & Career) acquired restricted share units on 10/09/2025 across two deferred compensation plans. She acquired 156.6178 RSUs under the Willis Towers Watson Non‑Qualified Deferred Savings Plan and 11.7246 RSUs under the Non‑Qualified Stable Value Excess Plan. Following these transactions, she beneficially owns 23,589.1673 derivative securities under the Deferred Savings Plan and 5,375.2977 under the Stable Value Excess Plan, held as Direct ownership. RSUs settle into ordinary shares on a 1:1 basis per the plans’ terms.

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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*
Gebauer Julie Jarecke

(Last) (First) (Middle)
C/O WILLIS GROUP LIMITED
51 LIME STREET

(Street)
LONDON X0 EC3M 7DQ

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
WILLIS TOWERS WATSON PLC [ WTW ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Pres.-Health, Wealth & Career
3. Date of Earliest Transaction (Month/Day/Year)
10/09/2025
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
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
Restricted Share Unit (1) 10/09/2025 A 156.6178(2) (1) (1) Ordinary Shares, nominal value $0.000304635 per share 156.6178 $337.39 23,589.1673 D
Restricted Share Unit (3) 10/09/2025 A 11.7246(4) (3) (3) Ordinary Shares, nominal value $0.000304635 per share 11.7246 $337.39 5,375.2977 D
Explanation of Responses:
1. 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.
2. Includes restricted share units 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.
3. 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.
4. Includes restricted share units acquired pursuant to the participant's deferral election under the Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees.
/s/ Julie J. Gebauer by Lina Vanessa Jaramillo, Attorney-in-Fact (power of attorney attached) 10/13/2025
** 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 WTW insider Julie J. Gebauer report on Form 4?

She acquired restricted share units on 10/09/2025 under two company deferred compensation plans.

How many RSUs did WTW's Gebauer acquire?

She acquired 156.6178 RSUs under the Deferred Savings Plan and 11.7246 RSUs under the Stable Value Excess Plan.

What are Gebauer’s RSU holdings after the transactions?

Beneficially owned following the transactions: 23,589.1673 (Deferred Savings Plan) and 5,375.2977 (Stable Value Excess Plan).

How do the RSUs settle into WTW shares?

They settle into WTW ordinary shares on a 1:1 basis, per plan terms.

What are the plan-specific settlement terms disclosed?

Deferred Savings Plan RSUs settle 6 months after termination; Stable Value Excess Plan RSUs settle on the first business day after the earlier of 6 months post-separation or 30 days after death.

What is the insider’s role at WTW?

Officer: Pres.-Health, Wealth & Career.

What is the ownership form reported?

Direct ownership for the derivative securities.
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