Form 4: Willis Towers Watson Executive Julie Jarecke Gebauer Reports Changes in Beneficial Ownership

Sentiment:

SEC Form 4 Filing


Julie Jarecke Gebauer, a Pres.-Health, Wealth & Career at Willis Towers Watson PLC, reported the acquisition and disposal of ordinary shares and restricted share units on October 15, 2024.

Summary

  • On October 15, 2024, Julie Jarecke Gebauer, a Pres.-Health, Wealth & Career at Willis Towers Watson PLC, reported changes in beneficial ownership.
  • She acquired 8.918 ordinary shares at $0 and disposed of 72,261.997 ordinary shares.
  • She also acquired 69.6792 restricted share units, 15.5702 restricted share units, and 1.176 dividend equivalent rights, all at a price of $0.
  • Following these transactions, she holds 534 ordinary shares indirectly through the Dane Adam Gebauer Management Trust UA Feb 18, 2012 and 534 ordinary shares indirectly through the Jeffrey Austin Gebauer Management Trust UA Feb 18, 2012.
  • She also holds 23,178.8748 and 5,177.9109 restricted share units and 15.486 dividend equivalent rights.

Sentiment

Score: 5

Explanation: This is a neutral report on changes in beneficial ownership, a routine regulatory filing. It doesn't inherently indicate positive or negative sentiment.

Future Outlook

The restricted share units will vest based on the reporting person's termination date or death, as per the terms of the Willis Towers Watson Non-Qualified Deferred Savings Plan and the Non-Qualified Stable Value Excess Plan.

Industry Context

This filing is a routine disclosure required by the SEC for corporate insiders, providing transparency into their trading activities and holdings in the company.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders due to the change in the executive's holdings.
  • Employees participating in the Willis Towers Watson Non-Qualified Deferred Savings Plan and the Non-Qualified Stable Value Excess Plan are indirectly affected by the vesting and settlement of restricted share units.

Key Dates

DateDescription
Feb 18, 2012Date of Dane Adam Gebauer Management Trust UA and Jeffrey Austin Gebauer Management Trust UA
10/15/2024Date of transaction for ordinary shares, restricted share units, and dividend equivalent rights
10/17/2024Date of signature for the report

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