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Willis Towers Watson (WTW) officer reports 248-share tax withholding, holds 1,603 shares

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

Rhea-AI Filing Summary

Willis Towers Watson PLC officer Joseph Stephen Kurpis reported a routine tax-related share withholding. On April 1, 2026, 248 Ordinary Shares were disposed of at $290.70 per share to satisfy taxes due on vesting of restricted share units. Following this withholding, Kurpis directly holds 1,603.467 Ordinary Shares of Willis Towers Watson.

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Insider Kurpis Joseph Stephen
Role PAO and Controller
Type Security Shares Price Value
Tax Withholding Ordinary Shares, nominal value $0.000304635 per share 248 $290.70 $72K
Holdings After Transaction: Ordinary Shares, nominal value $0.000304635 per share — 1,603.467 shares (Direct)
Footnotes (1)
  1. [object Object]
Tax-withheld shares 248 shares Withheld to cover RSU-related taxes on April 1, 2026
Per-share value for withholding $290.70 per share Valuation used for the 248-share tax-withholding disposition
Shares held after transaction 1,603.467 shares Direct WTW ordinary shares held by Kurpis following withholding
Tax-withholding transactions 1 transaction, 248 shares Form 4 transactionSummary for tax withholding
restricted share units financial
"tax payment related to the vesting and settlement of restricted share units ("RSUs") on April 1, 2026"
Restricted share units (RSUs) are a promise from a company to give an employee or service provider actual shares or cash equal to the shares after certain conditions are met, typically staying with the company for a set time or hitting performance targets. Think of them like a time-locked gift card that becomes usable only after you’ve earned it. For investors, RSUs matter because they align employee incentives with company performance and can increase the number of shares outstanding over time, diluting existing ownership and affecting earnings per share.
tax-withholding disposition financial
"transaction_action: "tax-withholding disposition" for 248.0000 shares"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Ordinary Shares financial
"Ordinary Shares, nominal value $0.000304635 per share"
Ordinary shares are a type of ownership stake in a company, giving shareholders a right to participate in the company’s profits and decision-making through voting. They are similar to owning a piece of a business, and their value can rise or fall based on the company's performance. Investors buy ordinary shares to potentially earn dividends and benefit from the company's growth over time.
Form 4 regulatory
"INSIDER FILING DATA (Form 4)"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
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*
Kurpis Joseph Stephen

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

(Street)
LONDONX0EC3M 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)
PAO and Controller
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026
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
Ordinary Shares, nominal value $0.000304635 per share04/01/2026F248(1)D$290.71,603.467D
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
Explanation of Responses:
1. Withholding of shares by Issuer incident to the tax payment related to the vesting and settlement of restricted share units ("RSUs") on April 1, 2026.
/s/ Joseph S. Kurpis by Lina Vanessa Jaramillo, Attorney-in-Fact (power of attorney previously filed)04/03/2026
** 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)

FAQ

What insider transaction did WTW officer Joseph Stephen Kurpis report on this Form 4?

Joseph Stephen Kurpis reported a tax-withholding disposition of 248 Willis Towers Watson ordinary shares. The shares were withheld by the company to cover taxes arising from restricted share units that vested and settled on April 1, 2026, rather than sold in the open market.

Was the WTW Form 4 transaction by Joseph Stephen Kurpis an open-market sale of shares?

No, the Form 4 shows a tax-withholding disposition, not an open-market sale. Willis Towers Watson withheld 248 shares to pay taxes related to the vesting and settlement of restricted share units on April 1, 2026, as noted in the filing footnote.

How many Willis Towers Watson (WTW) shares were withheld for taxes from Kurpis’s RSU vesting?

The filing reports that 248 ordinary shares of Willis Towers Watson were withheld. These shares were used to satisfy the tax obligation triggered by the April 1, 2026 vesting and settlement of restricted share units, rather than being sold directly into the market.

At what price per share were Joseph Stephen Kurpis’s WTW shares valued for the tax withholding?

The tax-withholding disposition was recorded at $290.70 per Willis Towers Watson ordinary share. This price was used in the Form 4 to value the 248 shares withheld to satisfy Kurpis’s tax liability associated with his restricted share units vesting on April 1, 2026.

How many Willis Towers Watson shares does Kurpis hold after the April 1, 2026 tax withholding?

After the tax-withholding transaction, Kurpis directly holds 1,603.467 Willis Towers Watson ordinary shares. This post-transaction balance, disclosed in the Form 4, reflects his remaining direct equity position following the withholding of 248 shares for RSU-related taxes.

What triggered the tax-withholding share disposition reported by Kurpis in Willis Towers Watson stock?

The withholding was triggered by the vesting and settlement of restricted share units on April 1, 2026. To cover the resulting tax liability, Willis Towers Watson retained 248 ordinary shares from Kurpis’s award, which is recorded as a tax-withholding disposition in the Form 4.
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