WTW Form 4: Gebauer adds RSUs across deferred plans
Filing Impact
Filing Sentiment
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Gebauer Julie Jarecke
Role
Pres.-Health, Wealth & Career
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Share Unit | 156.618 | $337.39 | $53K |
| Grant/Award | Restricted Share Unit | 11.725 | $337.39 | $4K |
Holdings After Transaction:
Restricted Share Unit — 23,589.167 shares (Direct)
Footnotes (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. 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. 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. 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.
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).
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.