Aon (NYSE: AON) North America CEO reports RSU vesting and tax share withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Aon plc CEO, Regions & North America Lori Goltermann reported routine equity compensation activity involving restricted share units that vested into Class A Ordinary Shares. She exercised restricted share units to acquire 518 shares and had 225.324 shares withheld by Aon to cover tax obligations, a non-market disposition. After these transactions, she directly holds 6,795.447 Class A Ordinary Shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
518 shares exercised/converted
Mixed
6 txns
Insider
Goltermann Lori
Role
CEO, Regions & North America
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Share Unit (Right to Receive) | 228 | $0.00 | -- |
| Exercise | Restricted Share Unit (Right to Receive) | 290 | $0.00 | -- |
| Exercise | Class A Ordinary Stock | 228 | $0.00 | -- |
| Tax Withholding | Class A Ordinary Stock | 99.177 | $321.41 | $32K |
| Exercise | Class A Ordinary Stock | 290 | $0.00 | -- |
| Tax Withholding | Class A Ordinary Stock | 126.147 | $321.41 | $41K |
Holdings After Transaction:
Restricted Share Unit (Right to Receive) — 0 shares (Direct);
Class A Ordinary Stock — 6,730.771 shares (Direct)
Footnotes (1)
- Class A Ordinary Shares acquired upon the vesting of a restricted share unit award. Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the vesting of the award. The restricted share unit award converts to Class A Ordinary Shares on a 1-for-1 basis. In accordance with Irish law, the reporting person agreed to pay the issuer the nominal value of $0.01 per share issued to the reporting person. A restricted share unit award was granted on March 15, 2023 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant. A restricted share unit award was granted on March 14, 2025 and vests in accordance with the terms of the Aon plc 2011 Incentive Compensation Plan, as amended and restated: 33 1/3% of the award vests on each of the first through third anniversary of the date of grant.
FAQ
What did Aon (AON) executive Lori Goltermann report in this Form 4?
Lori Goltermann reported vesting of restricted share units that converted into Class A Ordinary Shares and related tax withholding. She acquired 518 shares through derivative exercises, with 225.324 shares withheld by Aon to satisfy tax liabilities tied to the vesting event.
What do the tax-withholding transactions mean in Lori Goltermann’s Aon Form 4?
The tax-withholding entries reflect 225.324 Class A Ordinary Shares withheld by Aon at $321.41 per share to pay taxes due on RSU vesting. These are coded as F transactions and are not market sales, but deliveries of shares back to the issuer for tax obligations.