Willis Towers Watson (WTW) awards RSUs and dividend-equivalent shares
Rhea-AI Filing Summary
Willis Towers Watson reports that Pres.-Health, Wealth & Career Julie Jarecke Gebauer received equity-based awards. She acquired 11.6690 ordinary shares as dividend-equivalent rights on existing restricted share units and 82.2257 and 18.8305 restricted share units credited as dividends under two non-qualified employee plans. Following these awards, she holds 78,033.9245 ordinary shares directly, plus 534.0000 shares held indirectly in each of two family management trusts.
Positive
- None.
Negative
- None.
Insider Trade Summary
5 transactions reported
Mixed
5 txns
Insider
Gebauer Julie Jarecke
Role
Pres.-Health, Wealth & Career
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Restricted Share Unit | 82.226 | $0.00 | -- |
| Grant/Award | Restricted Share Unit | 18.831 | $0.00 | -- |
| Grant/Award | Ordinary Shares, nominal value $0.000304635 per share | 11.669 | $0.00 | -- |
| holding | Ordinary Shares, nominal value $0.000304635 per share | -- | -- | -- |
| holding | Ordinary Shares, nominal value $0.000304635 per share | -- | -- | -- |
Holdings After Transaction:
Restricted Share Unit — 24,568.649 shares (Direct);
Ordinary Shares, nominal value $0.000304635 per share — 78,033.925 shares (Direct);
Ordinary Shares, nominal value $0.000304635 per share — 534 shares (Indirect, Dane Adam Gebauer Management Trust UA Feb 18, 2012)
Footnotes (1)
- The dividend equivalent rights accrued on the reporting person's previously reported restricted share unit awards and will vest based on the same vesting schedule applicable to the underlying award. Each dividend equivalent right is the economic equivalent of one WTW Ordinary Share. 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. Represents dividends 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. Represents dividends acquired pursuant to the Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees (the "Excess Plan"), including the participant's deferral election under the Excess 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 Excess Plan.
Key Figures
Dividend-equivalent ordinary shares awarded: 11.6690 shares
Restricted share units credited (Deferred Savings Plan): 82.2257 units
Restricted share units credited (Excess Plan): 18.8305 units
+4 more
7 metrics
Dividend-equivalent ordinary shares awarded
11.6690 shares
Ordinary Shares credited on July 15, 2026 as dividend-equivalent rights on RSUs
Restricted share units credited (Deferred Savings Plan)
82.2257 units
RSUs credited as dividends and matching contributions under the Non-Qualified Deferred Savings Plan
Restricted share units credited (Excess Plan)
18.8305 units
RSUs credited as dividends and matching contributions under the Non-Qualified Stable Value Excess Plan
Direct ordinary share holdings after awards
78,033.9245 shares
Total WTW ordinary shares held directly by Julie Jarecke Gebauer following the July 15, 2026 awards
Indirect trust holdings per trust
534.0000 shares
Ordinary Shares held in each of the Jeffrey Austin and Dane Adam Gebauer Management Trusts
Total RSUs under Deferred Savings Plan after transaction
24,568.6489 units
Balance of restricted share units credited under the Non-Qualified Deferred Savings Plan
Total RSUs under Stable Value Excess Plan after transaction
5,613.7107 units
Balance of restricted share units credited under the Non-Qualified Stable Value Excess Plan
Key Terms
dividend equivalent rights, Restricted Share Unit, Non-Qualified Deferred Savings Plan, Non-Qualified Stable Value Excess Plan, +1 more
5 terms
dividend equivalent rights financial
"The dividend equivalent rights accrued on the reporting person's previously reported"
Dividend equivalent rights are promises that mirror the cash payments shareholders get from a company’s profits, but they are paid to holders of certain awards (like stock options or restricted stock units) rather than to actual shares. Think of them as a paycheck top‑up that matches dividends while the award is not yet a real stock, and they matter to investors because they add to employee compensation costs and potential share dilution, affecting company profitability and per‑share value.
Non-Qualified Deferred Savings Plan financial
"pursuant to the Willis Towers Watson Non-Qualified Deferred Savings Plan for U.S. Employees"
Non-Qualified Stable Value Excess Plan financial
"pursuant to the Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees"
separation from service financial
"following the earlier of the date that is 6 months after the reporting person's separation from service"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What equity awards did WTW executive Julie Jarecke Gebauer receive on July 15, 2026?
Julie Jarecke Gebauer received 11.6690 ordinary shares as dividend-equivalent rights and new restricted share unit credits of 82.2257 and 18.8305 units tied to Willis Towers Watson’s non-qualified employee savings and excess plans.
Were Julie Jarecke Gebauer’s WTW equity transactions made under a Rule 10b5-1 plan?
The insider disclosure indicates the Rule 10b5-1 trading-plan box was not checked, and the footnotes do not describe any trading plan, suggesting these equity awards were not executed under a pre-arranged Rule 10b5-1 plan.
What do the dividend-equivalent awards reported for WTW’s Julie Jarecke Gebauer represent?
The dividend-equivalent awards represent rights economically equivalent to WTW ordinary shares that accrue on previously granted restricted share units, vest on the same schedule as the underlying awards, and increase her share-based compensation without a cash purchase.