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MRSH

MARSH & MCLENNAN COMPANIES, INC.

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1501
SEC CIK
0000062709
Parsed reports
821

Last 12 months

Inside the activity.

0 purchase rows · 11 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202600
Feb 202600
Mar 202603
Apr 202600
May 202600
Jun 202601
Jul 202603
Aug 202601
Sep 202602
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 08, 2024 Filed Mar 12, 2024 20:01 UTC
Klisura Dean MichaelPresident & CEO, Guy Carpenter
SaleCommon Stock 9,994 $205.00 $2,048,770.00
Disclosure

SEC source: 0001127602-24-009715 · form4.xml · nonDerivative · entry 2

Klisura Dean Michael · CIK 0001901304 · President & CEO, Guy Carpenter

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,935.48

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
March 08, 2024 Filed Mar 12, 2024 20:01 UTC
Klisura Dean MichaelPresident & CEO, Guy Carpenter
Exercise / conversionCommon Stock 9,994 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-009715 · form4.xml · nonDerivative · entry 1

Klisura Dean Michael · CIK 0001901304 · President & CEO, Guy Carpenter

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,929.48

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
March 07, 2024 Filed Mar 8, 2024 21:03 UTC
Jones John JudeChief Marketing Officer
SaleCommon Stock 1,505 $203.67 $306,523.35
Disclosure

SEC source: 0001127602-24-009174 · form4.xml · nonDerivative · entry 1

Jones John Jude · CIK 0001959460 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,978

Read SEC document
March 06, 2024 Filed Mar 8, 2024 21:01 UTC
South MartinPresident & CEO, Marsh
Exercise / conversionStock Options (Right to Buy) · Derivative 4,294 $0.00 Strike: $73.20 $0.00
Disclosure

SEC source: 0001127602-24-009173 · form4.xml · derivative · entry 6

South Martin · CIK 0001901227 · President & CEO, Marsh

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,294 shares

Expires 2027-02-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These options were granted on February 22, 2021 and vest in four equal annual installments on February 22nd of 2022, 2023, 2024 and 2025.

Read SEC document
March 06, 2024 Filed Mar 8, 2024 21:01 UTC
South MartinPresident & CEO, Marsh
Exercise / conversionStock Options (Right to Buy) · Derivative 11,619 $0.00 Strike: $83.05 $0.00
Disclosure

SEC source: 0001127602-24-009173 · form4.xml · derivative · entry 5

South Martin · CIK 0001901227 · President & CEO, Marsh

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,619 shares

Expires 2028-02-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: These options were granted on February 21, 2018 and vested in four equal annual installments on February 21st of 2019, 2020, 2021 and 2022.

Read SEC document
March 06, 2024 Filed Mar 8, 2024 21:01 UTC
South MartinPresident & CEO, Marsh
SaleCommon Stock 11,619 $203.38 $2,363,129.15
Disclosure

SEC source: 0001127602-24-009173 · form4.xml · nonDerivative · entry 4

South Martin · CIK 0001901227 · President & CEO, Marsh

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,859.934

F1 · price: This transaction was executed in multiple trades at prices ranging from $203.3849 to $203.530. The price reported represents the weighted average sale price of these trades. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer, full information regarding the shares sold at each separate price.

Read SEC document
March 06, 2024 Filed Mar 8, 2024 21:01 UTC
South MartinPresident & CEO, Marsh
SaleCommon Stock 3,066 $203.58 $624,186.70
Disclosure

SEC source: 0001127602-24-009173 · form4.xml · nonDerivative · entry 3

South Martin · CIK 0001901227 · President & CEO, Marsh

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,478.934

Read SEC document
March 06, 2024 Filed Mar 8, 2024 21:01 UTC
South MartinPresident & CEO, Marsh
Exercise / conversionCommon Stock 4,294 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-009173 · form4.xml · nonDerivative · entry 2

South Martin · CIK 0001901227 · President & CEO, Marsh

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,544.934

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 06, 2024 Filed Mar 8, 2024 21:01 UTC
South MartinPresident & CEO, Marsh
Exercise / conversionCommon Stock 11,619 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-009173 · form4.xml · nonDerivative · entry 1

South Martin · CIK 0001901227 · President & CEO, Marsh

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,250.934

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 05, 2024 Filed Mar 6, 2024 21:07 UTC
Beswick PaulSVP, Chief Information Officer
Exercise / conversionStock Options (Right to Buy) · Derivative 1,000 $0.00 Strike: $118.87 $0.00
Disclosure

SEC source: 0001127602-24-008788 · form4.xml · derivative · entry 8

Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 6,892

Underlying: Common Stock · 1,000 shares

Expires 2030-02-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F2 · derivative.exercise_date: These options were granted on February 19, 2020 and vest in four equal annual installments on February 19th of 2021, 2022, 2023 and 2024.

Read SEC document
March 05, 2024 Filed Mar 6, 2024 21:07 UTC
Beswick PaulSVP, Chief Information Officer
SaleCommon Stock 1,169 $202.00 $236,138.00
Disclosure

SEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 6

Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,199

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
March 05, 2024 Filed Mar 6, 2024 21:07 UTC
Beswick PaulSVP, Chief Information Officer
SaleCommon Stock 1,000 $202.00 $202,000.00
Disclosure

SEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 5

Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,368

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
March 05, 2024 Filed Mar 6, 2024 21:07 UTC
Beswick PaulSVP, Chief Information Officer
Exercise / conversionCommon Stock 1,000 $118.87 $118,865.00
Disclosure

SEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 4

Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,368

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
March 05, 2024 Filed Mar 6, 2024 21:05 UTC
Ferland MartinePresident and CEO, Mercer
SaleCommon Stock 9,128 $201.63 $1,840,435.74
Disclosure

SEC source: 0001127602-24-008786 · form4.xml · nonDerivative · entry 1

Ferland Martine · CIK 0001769136 · President and CEO, Mercer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,979

F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.62 to $201.74. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1).

Read SEC document
March 04, 2024 Filed Mar 6, 2024 21:07 UTC
Beswick PaulSVP, Chief Information Officer
Exercise / conversionStock Options (Right to Buy) · Derivative 1,000 $0.00 Strike: $118.87 $0.00
Disclosure

SEC source: 0001127602-24-008788 · form4.xml · derivative · entry 7

Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 7,892

Underlying: Common Stock · 1,000 shares

Expires 2030-02-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

F2 · derivative.exercise_date: These options were granted on February 19, 2020 and vest in four equal annual installments on February 19th of 2021, 2022, 2023 and 2024.

Read SEC document
March 04, 2024 Filed Mar 6, 2024 21:07 UTC
Beswick PaulSVP, Chief Information Officer
SaleCommon Stock 1,000 $200.79 $200,790.00
Disclosure

SEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 3

Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 15,368

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
March 04, 2024 Filed Mar 6, 2024 21:07 UTC
Beswick PaulSVP, Chief Information Officer
SaleCommon Stock 1,169 $200.79 $234,723.51
Disclosure

SEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 2

Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,368

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
March 04, 2024 Filed Mar 6, 2024 21:07 UTC
Beswick PaulSVP, Chief Information Officer
Exercise / conversionCommon Stock 1,000 $118.87 $118,865.00
Disclosure

SEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 1

Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,537

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
March 04, 2024 Filed Mar 6, 2024 21:04 UTC
Klisura Dean MichaelPresident & CEO, Guy Carpenter
SaleCommon Stock 2,536 $200.79 $509,203.44
Disclosure

SEC source: 0001127602-24-008785 · form4.xml · nonDerivative · entry 1

Klisura Dean Michael · CIK 0001901304 · President & CEO, Guy Carpenter

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 20,935.48

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
March 04, 2024 Filed Mar 6, 2024 21:03 UTC
MCGIVNEY MARK CChief Financial Officer
SaleCommon Stock 12,494 $200.79 $2,508,670.26
Disclosure

SEC source: 0001127602-24-008783 · form4.xml · nonDerivative · entry 1

MCGIVNEY MARK C · CIK 0001269360 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 33,678

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

Read SEC document
February 29, 2024 Filed Mar 1, 2024 21:17 UTC
Studer Nicholas MarkPresident and CEO of OWG
SaleCommon Stock 1,021 $201.90 $206,142.96
Disclosure

SEC source: 0001127602-24-007854 · form4.xml · nonDerivative · entry 2

Studer Nicholas Mark · CIK 0001871327 · President and CEO of OWG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,563

F2 · kind: Shares sold by the reporting person to satisfy tax withholding obligations.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:18 UTC
Klisura Dean MichaelPresident & CEO, Guy Carpenter
Exercise / conversionRestricted Stock Units · Derivative 5,675 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007860 · form4.xml · derivative · entry 3

Klisura Dean Michael · CIK 0001901304 · President & CEO, Guy Carpenter

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,024

Underlying: Common Stock · 5,675 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F1 · kind: Vesting and distribution to reporting person of 5,675 shares underlying restricted stock units of which 3,139 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 5,675 shares underlying restricted stock units relate to 1,419 restricted stock units that were granted on February 22, 2021 and 4,256 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:18 UTC
Klisura Dean MichaelPresident & CEO, Guy Carpenter
Tax withholdingCommon Stock 3,139 $202.99 $637,169.92
Disclosure

SEC source: 0001127602-24-007860 · form4.xml · nonDerivative · entry 2

Klisura Dean Michael · CIK 0001901304 · President & CEO, Guy Carpenter

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,471.48

F1 · kind: Vesting and distribution to reporting person of 5,675 shares underlying restricted stock units of which 3,139 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 5,675 shares underlying restricted stock units relate to 1,419 restricted stock units that were granted on February 22, 2021 and 4,256 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:18 UTC
Klisura Dean MichaelPresident & CEO, Guy Carpenter
Exercise / conversionCommon Stock 5,675 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007860 · form4.xml · nonDerivative · entry 1

Klisura Dean Michael · CIK 0001901304 · President & CEO, Guy Carpenter

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,610.48

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Vesting and distribution to reporting person of 5,675 shares underlying restricted stock units of which 3,139 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 5,675 shares underlying restricted stock units relate to 1,419 restricted stock units that were granted on February 22, 2021 and 4,256 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:17 UTC
Studer Nicholas MarkPresident and CEO of OWG
Exercise / conversionRestricted Stock Units · Derivative 2,157 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007854 · form4.xml · derivative · entry 3

Studer Nicholas Mark · CIK 0001871327 · President and CEO of OWG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,552

Underlying: Common Stock · 2,157 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F1 · kind: Vesting and distribution to reporting person of 2,157 shares underlying restricted stock units. These 2,157 shares underlying restricted stock units relate to 539 restricted stock units that were granted on February 22, 2021 and 1,618 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

F4 · derivative.exercise_date: Not Applicable

F4 · derivative.expiration_date: Not Applicable

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:17 UTC
Studer Nicholas MarkPresident and CEO of OWG
Exercise / conversionCommon Stock 2,157 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007854 · form4.xml · nonDerivative · entry 1

Studer Nicholas Mark · CIK 0001871327 · President and CEO of OWG

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,584

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Vesting and distribution to reporting person of 2,157 shares underlying restricted stock units. These 2,157 shares underlying restricted stock units relate to 539 restricted stock units that were granted on February 22, 2021 and 1,618 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:15 UTC
Jones John JudeChief Marketing Officer
Exercise / conversionRestricted Stock Units · Derivative 3,078 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007850 · form4.xml · derivative · entry 4

Jones John Jude · CIK 0001959460 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 524

Underlying: Common Stock · 3,078 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F1 · kind: Vesting and distribution to reporting person of 3,078 shares underlying restricted stock units of which 1,573 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 3,078 shares underlying restricted stock units relate to 639 restricted stock units that were granted on February 22, 2021, 523 restricted stock units that were granted on February 23, 2022 and 1,916 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

F4 · derivative.exercise_date: Not Applicable

F4 · derivative.expiration_date: Not Applicable

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:15 UTC
Jones John JudeChief Marketing Officer
Tax withholdingCommon Stock 1,573 $202.99 $319,295.41
Disclosure

SEC source: 0001127602-24-007850 · form4.xml · nonDerivative · entry 2

Jones John Jude · CIK 0001959460 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,483

F1 · kind: Vesting and distribution to reporting person of 3,078 shares underlying restricted stock units of which 1,573 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 3,078 shares underlying restricted stock units relate to 639 restricted stock units that were granted on February 22, 2021, 523 restricted stock units that were granted on February 23, 2022 and 1,916 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:15 UTC
Jones John JudeChief Marketing Officer
Exercise / conversionCommon Stock 3,078 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007850 · form4.xml · nonDerivative · entry 1

Jones John Jude · CIK 0001959460 · Chief Marketing Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,056

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Vesting and distribution to reporting person of 3,078 shares underlying restricted stock units of which 1,573 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 3,078 shares underlying restricted stock units relate to 639 restricted stock units that were granted on February 22, 2021, 523 restricted stock units that were granted on February 23, 2022 and 1,916 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:13 UTC
Fernandez CarmenSVP, Chief People Officer
Exercise / conversionRestricted Stock Units · Derivative 8,510 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007844 · form4.xml · derivative · entry 4

Fernandez Carmen · CIK 0001838241 · SVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,510 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Vesting and distribution to reporting person of 8,510 shares underlying restricted stock units of which 4,707 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 8,510 shares underlying restricted stock units relate to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

F4 · derivative.exercise_date: Not Applicable

F4 · derivative.expiration_date: Not Applicable

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:13 UTC
Fernandez CarmenSVP, Chief People Officer
Tax withholdingCommon Stock 4,707 $202.99 $955,450.40
Disclosure

SEC source: 0001127602-24-007844 · form4.xml · nonDerivative · entry 3

Fernandez Carmen · CIK 0001838241 · SVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,337

F2 · kind: Vesting and distribution to reporting person of 8,510 shares underlying restricted stock units of which 4,707 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 8,510 shares underlying restricted stock units relate to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:13 UTC
Fernandez CarmenSVP, Chief People Officer
Exercise / conversionCommon Stock 8,510 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007844 · form4.xml · nonDerivative · entry 2

Fernandez Carmen · CIK 0001838241 · SVP, Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,044

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · kind: Vesting and distribution to reporting person of 8,510 shares underlying restricted stock units of which 4,707 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 8,510 shares underlying restricted stock units relate to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:12 UTC
South MartinPresident & CEO, Marsh
Exercise / conversionRestricted Stock Units · Derivative 6,240 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007838 · form4.xml · derivative · entry 3

South Martin · CIK 0001901227 · President & CEO, Marsh

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,024

Underlying: Common Stock · 6,240 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F1 · kind: Vesting and distribution to reporting person of 6,240 shares underlying restricted stock units of which 3,452 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,240 shares underlying restricted stock units relate to 1,560 restricted stock units that were granted on February 22, 2021 and 4,680 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

F4 · derivative.exercise_date: Not Applicable

F4 · derivative.expiration_date: Not Applicable

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:12 UTC
South MartinPresident & CEO, Marsh
Tax withholdingCommon Stock 3,452 $202.99 $700,704.22
Disclosure

SEC source: 0001127602-24-007838 · form4.xml · nonDerivative · entry 2

South Martin · CIK 0001901227 · President & CEO, Marsh

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,631.934

F1 · kind: Vesting and distribution to reporting person of 6,240 shares underlying restricted stock units of which 3,452 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,240 shares underlying restricted stock units relate to 1,560 restricted stock units that were granted on February 22, 2021 and 4,680 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:12 UTC
South MartinPresident & CEO, Marsh
Exercise / conversionCommon Stock 6,240 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007838 · form4.xml · nonDerivative · entry 1

South Martin · CIK 0001901227 · President & CEO, Marsh

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,083.934

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Vesting and distribution to reporting person of 6,240 shares underlying restricted stock units of which 3,452 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,240 shares underlying restricted stock units relate to 1,560 restricted stock units that were granted on February 22, 2021 and 4,680 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

F2 · balance_after: Includes a total of 157.539 shares acquired pursuant to the Marsh & McLennan Employee Stock Purchase Plan for the quarters ended March 31, June 30, September 30 and December 31, 2023.

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February 28, 2024 Filed Mar 1, 2024 21:10 UTC
Mills StacyVice President and Controller
Exercise / conversionRestricted Stock Units · Derivative 3,274 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007833 · form4.xml · derivative · entry 3

Mills Stacy · CIK 0001726937 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,884

Underlying: Common Stock · 3,274 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F1 · kind: Vesting and distribution to reporting person of 3,274 shares underlying restricted stock units of which 1,813 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 3,274 shares underlying restricted stock units relate to 568 restricted stock units that were granted on February 22, 2021, 496 restricted stock units that were granted on February 23, 2022, 508 restricted stock units that were granted on February 23, 2023 and 1,702 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

F3 · derivative.exercise_date: Not applicable.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:10 UTC
Mills StacyVice President and Controller
Tax withholdingCommon Stock 1,813 $202.99 $368,011.81
Disclosure

SEC source: 0001127602-24-007833 · form4.xml · nonDerivative · entry 2

Mills Stacy · CIK 0001726937 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,384.098

F1 · kind: Vesting and distribution to reporting person of 3,274 shares underlying restricted stock units of which 1,813 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 3,274 shares underlying restricted stock units relate to 568 restricted stock units that were granted on February 22, 2021, 496 restricted stock units that were granted on February 23, 2022, 508 restricted stock units that were granted on February 23, 2023 and 1,702 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:10 UTC
Mills StacyVice President and Controller
Exercise / conversionCommon Stock 3,274 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007833 · form4.xml · nonDerivative · entry 1

Mills Stacy · CIK 0001726937 · Vice President and Controller

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,197.098

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Vesting and distribution to reporting person of 3,274 shares underlying restricted stock units of which 1,813 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 3,274 shares underlying restricted stock units relate to 568 restricted stock units that were granted on February 22, 2021, 496 restricted stock units that were granted on February 23, 2022, 508 restricted stock units that were granted on February 23, 2023 and 1,702 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:09 UTC
MCGIVNEY MARK CChief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 25,526 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007829 · form4.xml · derivative · entry 3

MCGIVNEY MARK C · CIK 0001269360 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,526 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F1 · kind: Vesting and distribution to reporting person of 25,526 shares underlying restricted stock units of which 13,032 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 25,526 shares underlying restricted stock units relate to performance stock units that were granted on February 21, 2021 for the performance period 2021-2023.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:09 UTC
MCGIVNEY MARK CChief Financial Officer
Tax withholdingCommon Stock 13,032 $202.99 $2,645,300.52
Disclosure

SEC source: 0001127602-24-007829 · form4.xml · nonDerivative · entry 2

MCGIVNEY MARK C · CIK 0001269360 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,172

F1 · kind: Vesting and distribution to reporting person of 25,526 shares underlying restricted stock units of which 13,032 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 25,526 shares underlying restricted stock units relate to performance stock units that were granted on February 21, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:09 UTC
MCGIVNEY MARK CChief Financial Officer
Exercise / conversionCommon Stock 25,526 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007829 · form4.xml · nonDerivative · entry 1

MCGIVNEY MARK C · CIK 0001269360 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,204

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Vesting and distribution to reporting person of 25,526 shares underlying restricted stock units of which 13,032 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 25,526 shares underlying restricted stock units relate to performance stock units that were granted on February 21, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:07 UTC
Ferland MartinePresident and CEO, Mercer
Exercise / conversionRestricted Stock Units · Derivative 20,422 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007827 · form4.xml · derivative · entry 3

Ferland Martine · CIK 0001769136 · President and CEO, Mercer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 20,422 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F1 · kind: Vesting and distribution to reporting person of 20,422 shares underlying restricted stock units of which 11,294 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 20,422 shares underlying restricted stock units relate to performance stock units that were granted on February 21, 2021 for the performance period 2021-2023.

F3 · derivative.exercise_date: Not Applicable.

F3 · derivative.expiration_date: Not Applicable.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:07 UTC
Ferland MartinePresident and CEO, Mercer
Tax withholdingCommon Stock 11,294 $202.99 $2,292,512.59
Disclosure

SEC source: 0001127602-24-007827 · form4.xml · nonDerivative · entry 2

Ferland Martine · CIK 0001769136 · President and CEO, Mercer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,107

F1 · kind: Vesting and distribution to reporting person of 20,422 shares underlying restricted stock units of which 11,294 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 20,422 shares underlying restricted stock units relate to performance stock units that were granted on February 21, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:07 UTC
Ferland MartinePresident and CEO, Mercer
Exercise / conversionCommon Stock 20,422 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007827 · form4.xml · nonDerivative · entry 1

Ferland Martine · CIK 0001769136 · President and CEO, Mercer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,401

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Vesting and distribution to reporting person of 20,422 shares underlying restricted stock units of which 11,294 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 20,422 shares underlying restricted stock units relate to performance stock units that were granted on February 21, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:06 UTC
Doyle John QPresident and CEO
Exercise / conversionRestricted Stock Units · Derivative 28,930 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007823 · form4.xml · derivative · entry 3

Doyle John Q · CIK 0001580963 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,762

Underlying: Common Stock · 28,930 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F1 · kind: Vesting and distribution to reporting person of 28,930 shares underlying restricted stock units of which 14,769 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 28,930 shares underlying restricted stock units relate to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:06 UTC
Doyle John QPresident and CEO
Tax withholdingCommon Stock 14,769 $202.99 $2,997,885.47
Disclosure

SEC source: 0001127602-24-007823 · form4.xml · nonDerivative · entry 2

Doyle John Q · CIK 0001580963 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,246.0205

F1 · kind: Vesting and distribution to reporting person of 28,930 shares underlying restricted stock units of which 14,769 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 28,930 shares underlying restricted stock units relate to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:06 UTC
Doyle John QPresident and CEO
Exercise / conversionCommon Stock 28,930 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007823 · form4.xml · nonDerivative · entry 1

Doyle John Q · CIK 0001580963 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,015.0205

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Vesting and distribution to reporting person of 28,930 shares underlying restricted stock units of which 14,769 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 28,930 shares underlying restricted stock units relate to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:05 UTC
Brennan KatherineSVP and General Counsel
Exercise / conversionRestricted Stock Units · Derivative 3,557 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007820 · form4.xml · derivative · entry 3

Brennan Katherine · CIK 0001917984 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 579

Underlying: Common Stock · 3,557 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F1 · kind: Vesting and distribution to reporting person of 3,557 shares underlying restricted stock units of which 1,968 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 3,557 shares underlying restricted stock units relate to 745 restricted stock units that were granted on February 22, 2021, 578 restricted stock units that were granted on February 23, 2022 and 2,234 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:05 UTC
Brennan KatherineSVP and General Counsel
Tax withholdingCommon Stock 1,968 $202.99 $399,474.48
Disclosure

SEC source: 0001127602-24-007820 · form4.xml · nonDerivative · entry 2

Brennan Katherine · CIK 0001917984 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,182

F1 · kind: Vesting and distribution to reporting person of 3,557 shares underlying restricted stock units of which 1,968 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 3,557 shares underlying restricted stock units relate to 745 restricted stock units that were granted on February 22, 2021, 578 restricted stock units that were granted on February 23, 2022 and 2,234 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:05 UTC
Brennan KatherineSVP and General Counsel
Exercise / conversionCommon Stock 3,557 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007820 · form4.xml · nonDerivative · entry 1

Brennan Katherine · CIK 0001917984 · SVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,150

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: Vesting and distribution to reporting person of 3,557 shares underlying restricted stock units of which 1,968 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 3,557 shares underlying restricted stock units relate to 745 restricted stock units that were granted on February 22, 2021, 578 restricted stock units that were granted on February 23, 2022 and 2,234 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.