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Willis Towers Watson: Pullum acquires stock units

Separate settlement rules apply: one plan settles units six months after termination, while the other ties settlement to separation from service or death.

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Form Type
4

Rhea-AI Filing Summary

Willis Towers Watson plc (WTW) reports that Anne Pullum, Co-Head of Corporate Dev., acquired 50.5329 restricted share units under its Non-Qualified Deferred Savings Plan for U.S. Employees and 7.3726 restricted share units under its Non-Qualified Stable Value Excess Plan for U.S. Employees on October 9, 2026. The first amount includes participant deferrals and company matching contributions; the second reflects participant deferrals. The units settle in ordinary shares 1:1 under separate plan schedules.

Insider Pullum Anne
Role Co-Head of Corporate Dev.
Type Security Shares Price Value
Grant/Award Restricted Share Unit F1, F2 50.5329 $296.26 $15K
Grant/Award Restricted Share Unit F3, F4 7.3726 $296.26 $2K
Holdings After Transaction: Restricted Share Unit — 3,610.8586 contracts (Direct)
Footnotes (4)
  1. F1. 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. F2. 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. F3. 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. F4. 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.
Restricted share units under Deferred Savings Plan 50.5329 restricted share units Acquired October 9, 2026
Restricted share units under Stable Value Excess Plan 7.3726 restricted share units Acquired October 9, 2026
Settlement ratio 1:1 Restricted share units settle for ordinary shares under both plans
Deferred Savings Plan settlement timing 6 months after termination Restricted share units settle for ordinary shares
Stable Value Excess Plan separation timing 6 months after separation from service One of the two dates used to determine settlement timing
Stable Value Excess Plan death timing 30 days after death One of the two dates used to determine settlement timing
Restricted Share Unit financial
"settle for Ordinary Shares, nominal value $0.000304635 per share, on a 1:1 basis"
A restricted share unit (RSU) is a promise by a company to give an employee a set number of company shares at a future date, typically after meeting time or performance conditions. For investors, RSUs matter because when they convert into actual shares they increase the number of shares outstanding (like unlocking more tickets in a game), which can dilute existing holders, and they align employee incentives with company performance, influencing behavior and long-term value.
Non-Qualified Deferred Savings Plan financial
"Willis Towers Watson Non-Qualified Deferred Savings Plan for U.S. Employees"
Non-Qualified Stable Value Excess Plan financial
"Willis Towers Watson Non-Qualified Stable Value Excess Plan for U.S. Employees"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many WTW restricted share units did Anne Pullum acquire?

Anne Pullum acquired 50.5329 restricted share units under the Non-Qualified Deferred Savings Plan for U.S. Employees and 7.3726 restricted share units under the Non-Qualified Stable Value Excess Plan for U.S. Employees on October 9, 2026. Both are reported as direct acquisitions.

When do Anne Pullum's WTW restricted share units settle?

Units under the Non-Qualified Deferred Savings Plan for U.S. Employees settle for ordinary shares on a 1:1 basis six months after Anne Pullum's termination date. Vested shares under the Non-Qualified Stable Value Excess Plan for U.S. Employees settle 1:1 on the first business day of a month when the NASDAQ Stock Market is open after the earlier of six months after separation from service or 30 days after death.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 4
FORM 4UNITED 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*
Pullum Anne

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

(Street)
LONDONEC3M 7DQ

(City)(State)(Zip)

UNITED KINGDOM

(Country)
2. Issuer Name and Ticker or Trading Symbol
WILLIS TOWERS WATSON PLC [ WTW ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Co-Head of Corporate Dev.
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/09/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Share Unit(1)10/09/2026A50.5329(2) (1) (1)Ordinary Shares, nominal value $0.000304635 per share50.5329$296.262,679.4652D
Restricted Share Unit(3)10/09/2026A7.3726(4) (3) (3)Ordinary Shares, nominal value $0.000304635 per share7.3726$296.26931.3934D
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/ Anne Pullum by Lina Vanessa Jaramillo, Attorney-in-Fact (power of attorney previously filed)10/13/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

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