Willis Towers Watson (WTW) exec details tax-related share withholding

Rhea-AI Filing Summary

Willis Towers Watson executive Julie Jarecke Gebauer reported a tax-related share withholding tied to vested stock units. On April 1, 2026, 3,696 ordinary shares were withheld by the company at $290.70 per share to cover taxes from the vesting and settlement of restricted share units.

After this transaction, she holds 76,399.3765 ordinary shares directly. In addition, 534 shares are held in each of two management trusts named for Dane Adam Gebauer and Jeffrey Austin Gebauer, reported as indirect ownership.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Gebauer Julie Jarecke

Role Pres.-Health, Wealth & Career

Type	Security	Shares	Price	Value
Tax Withholding	Ordinary Shares, nominal value $0.000304635 per share	3,696	$290.70	$1.07M
holding	Ordinary Shares, nominal value $0.000304635 per share	--	--	--
holding	Ordinary Shares, nominal value $0.000304635 per share	--	--	--

Holdings After Transaction: Ordinary Shares, nominal value $0.000304635 per share — 76,399.377 shares (Direct); Ordinary Shares, nominal value $0.000304635 per share — 534 shares (Indirect, Dane Adam Gebauer Management Trust UA Feb 18, 2012)

Footnotes (1)

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Key Figures

Tax-withheld shares: 3,696 shares Withholding price: $290.70 per share Direct holdings after transaction: 76,399.3765 shares +2 more

5 metrics

Tax-withheld shares 3,696 shares Withheld to cover RSU-related tax on April 1, 2026

Withholding price $290.70 per share Price used for tax withholding shares

Direct holdings after transaction 76,399.3765 shares Ordinary shares held directly after April 1, 2026 event

Indirect trust holdings (each trust) 534 shares Held in each of two management trusts

Tax withholding total 3,696 shares Classified as tax-withholding disposition in filing summary

Key Terms

restricted share units ("RSUs"), withholding of shares, Ordinary Shares, tax payment

4 terms

restricted share units ("RSUs") financial

"related to the vesting and settlement of restricted share units ("RSUs") on April 1, 2026"

withholding of shares financial

"Withholding of shares by Issuer incident to the tax payment related to the vesting"

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.

tax payment financial

"incident to the tax payment related to the vesting and settlement of restricted share units"

Form 4 Insider Transactions: What Each Field Means →

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)

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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Pres.-Health, Wealth & Career

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Ordinary Shares, nominal value $0.000304635 per share	04/01/2026		F		3,696(1)	D	$290.7	76,399.3765	D
Ordinary Shares, nominal value $0.000304635 per share								534	I	Dane Adam Gebauer Management Trust UA Feb 18, 2012
Ordinary Shares, nominal value $0.000304635 per share								534	I	Jeffrey Austin Gebauer Management Trust UA Feb 18, 2012

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

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/ Julie J. Gebauer by Lina Vanessa Jaramillo, Attorney-in-Fact (power of attorney previously filed)	04/03/2026
	** 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.
* Form 4: SEC 1474 (03-26)

FAQ

What did Willis Towers Watson (WTW) executive Julie Jarecke Gebauer report in this Form 4?

She reported a tax-related share withholding, where 3,696 Willis Towers Watson ordinary shares were withheld by the company to pay taxes due on vested restricted share units, and confirmed her updated direct and indirect share holdings after the transaction.

How many Willis Towers Watson (WTW) shares were withheld for taxes in this filing?

The company withheld 3,696 ordinary shares at $290.70 per share to cover taxes. This withholding was related to the vesting and settlement of restricted share units on April 1, 2026, and was not an open-market sale by the executive.

How many Willis Towers Watson (WTW) shares does Julie Jarecke Gebauer hold after the reported transaction?

After the transaction, she holds 76,399.3765 Willis Towers Watson ordinary shares directly. In addition, 534 shares are held in each of two separate management trusts, which are reported as indirect ownership positions associated with her.

Was the Willis Towers Watson (WTW) Form 4 transaction an open-market sale of shares?

No, the transaction was not an open-market sale. It was a tax-withholding event where Willis Towers Watson retained 3,696 shares to satisfy tax obligations arising from the vesting and settlement of restricted share units granted to the executive.

What role does Julie Jarecke Gebauer hold at Willis Towers Watson (WTW) in this Form 4?

She is identified as an officer of Willis Towers Watson, serving as President of Health, Wealth & Career. The Form 4 details her equity-related tax withholding and her resulting direct and indirect ownership of ordinary shares in the company.