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Form 4 filing summary for Aon plc (AON)

Non-employee director James G. Stavridis reported two related transactions dated 26 Jun 2025:

• Grant (Code A): 637 Class A ordinary shares were issued as part of the board鈥檚 annual equity award. In line with Irish law, the director paid the nominal US$0.01 per share.
• Tax withholding (Code F): 152.876 shares were automatically surrendered at US$353.55 per share to cover withholding obligations.

After these events, the director鈥檚 direct holding totals 787.654 shares. He also reports 1,043 shares held by a personal trust and 3,808 shares held by a family trust, bringing his aggregate beneficial ownership to roughly 5,639 shares.

The transactions are routine and do not represent an open-market purchase or sale; thus they carry limited signalling value for investors.

ServiceTitan, Inc. (TTAN) Form 4 highlights the first insider activity disclosed since the company鈥檚 IPO lock-up expiration. President & Co-Founder Vahe Kuzoyan converted 25,208 Class B shares into an equal number of Class A shares on 06/26/2025, then immediately sold the same amount in four tranches at a weighted-average price of 鈮�$104.65. The gross proceeds of roughly $2.6 million were mandated 鈥渟ell-to-cover鈥� transactions to satisfy payroll-tax withholding tied to vested RSUs, so they are not discretionary sales.

Post-transaction, Kuzoyan reports zero Class A shares held directly, but retains substantial voting and economic exposure through 3.61 million Class B shares held directly and another 6.0 million-plus Class B shares held indirectly via GRATs, a family trust, and spouse. Class B shares are one-for-one convertible into Class A and carry super-voting rights until conversion or transfer.

On 06/24/2025鈥攖he same week鈥攁 separate exempt transfer moved 3.81 million Class B shares into the K-A Family Trust, maintaining Kuzoyan鈥檚 beneficial ownership but improving estate planning. The filing therefore does not indicate meaningful liquidation and leaves the executive鈥檚 long-term alignment with public shareholders intact.

SS Innovations International, Inc. (SSII) 鈥� Form 4 insider filing

Director and Chief Operating Officer-Americas Barry F. Cohen reported a code 鈥淕鈥� transaction (bona-fide gift) involving the company鈥檚 common stock. On 22 May 2025, Cohen gifted 1,000,000 shares at a stated price of $0.00. Following the transaction he still beneficially owns 7,866,888 shares, held directly. No derivative securities were involved.

Because the shares were transferred without consideration, the filing does not indicate an economic sale; however, it reduces Cohen鈥檚 direct ownership by roughly 11 percent. The executive remains both a director and an officer, so his sizable post-gift stake continues to align management incentives with shareholders, but investors may wish to note the incremental decline in insider ownership.

Orion S.A. (OEC) 鈥� Form 4 insider filing: Director Mary A. Lindsey was granted 12,935 restricted common shares on 27 June 2025 (Transaction Code 鈥淎鈥�). The award was made at no cost as part of director compensation and will vest the day before the 2026 Annual General Meeting. Following the grant, Lindsey鈥檚 direct beneficial ownership increases to 55,889 shares. No open-market purchases, sales or derivative security transactions were reported.

Bank of Montreal (Series K) Contingent Risk Absolute Return Buffer Notes are three-year, unsecured senior notes linked to the least-performing of the S&P 500 Index (SPX) and Russell 2000 Index (RTY). The $709,000 issue, priced at 100% of principal and settling 27 June 2025, offers 110.50% leveraged upside on any positive index performance and a unique “contingent absolute return” feature that rewards modest declines: if the final level of the worst-performing index is between 82% and 100% of its initial level, investors receive a positive return equal to that decline, capped at the Maximum Downside Redemption Amount of $1,180 per $1,000 note (18% gain).

Principal protection is conditional. A decline of more than the 18% buffer triggers 1-for-1 downside exposure beyond the buffer, exposing investors to maximum loss of 82% of principal. The product does not pay coupons, will not be listed, and can be sold only through BMO Capital Markets Corp. Secondary liquidity, if any, will depend solely on the dealer.

Key terms

• Initial Levels: SPX 6,092.18; RTY 2,161.212 (24 Jun 2025)
• Buffer Level: 82% of each initial level (18% buffer)
• Upside Leverage Factor: 110.50%
• Valuation Date: 22 Jun 2028 | Maturity: 27 Jun 2028
• Estimated initial value: $974.30 per $1,000 (reflects dealer costs)
• Agent’s commission: 1.20%; net proceeds 98.80%
• Credit exposure: senior, unsecured obligation of Bank of Montreal

Risk highlights: (1) credit risk of BMO; (2) potential 82% capital loss; (3) market value likely below issue price due to fees and hedging costs; (4) no exchange listing or guaranteed secondary market; (5) tax treatment uncertain鈥攊ssuer assumes prepaid derivative contract classification.

Investor profile: sophisticated investors comfortable with equity-index risk, limited liquidity, and issuer credit exposure who seek enhanced upside and partial downside participation over a three-year horizon.

Orion S.A. (OEC) 鈥� Form 4 insider filing: On 27 June 2025, director Kerry A. Galvin received 12,935 restricted common shares at a grant price of $0. The award will vest the day before the company鈥檚 2026 Annual General Meeting. Following the grant, Galvin鈥檚 direct beneficial ownership rises to 65,603 shares. No derivative securities were involved and no shares were sold. The transaction represents a routine equity-based compensation grant that modestly increases insider alignment but is not large enough, in absolute or relative terms, to be considered materially market-moving.

Orion (NYSE:OEC) filed an 8-K reporting results of its June 26 2025 Annual General Meeting.

Shareholders approved all 11 proposals, including re-election of nine directors, 2025 board pay, a 2024 say-on-pay, statutory and consolidated 2024 accounts, reappointment of Ernst & Young for 2025 audits, and a five-year share-repurchase authorization under Luxembourg law.

No item drew more than 7 % opposition, indicating broad investor support and no material governance changes.

Orion S.A. (NYSE:OEC) filed an 8-K reporting the declaration of an interim dividend to be paid in the fourth quarter of 2025. The disclosure appears under Item 8.01 and is supported by a press release attached as Exhibit 99.1. No dividend amount, record date, or payment date is provided in the filing, leaving the financial impact for follow-up communications. Because no financial statements were furnished, investors must rely on future releases for cash-flow implications. The announcement signals board confidence in liquidity and intent to return capital but also introduces near-term cash-use considerations.