Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARSH & MCLENNAN COMPANIES, INC.MMC · Entity 1501 | Director | June 01, 2023 | June 02, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
MARSH & MCLENNAN COMPANIES, INC.
Report date June 01, 2023 · Filed June 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,346 |
Reported balance
After 2023-06-01 transaction · row 1
1 source rowRow 1 · 2023-06-01 · Grant · Acquired 1,157 · Balance 2,346 F1: Annual stock award of 1,157 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock award of 1,157 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Greystone Housing Impact Investors LP
Report date December 14, 2022 · Filed December 15, 2022
Section 16 reporting ended · disclosed 2022-12-15. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
TIFFANY & CO
Report date January 07, 2021 · Filed January 11, 2021
Section 16 reporting ended · disclosed 2021-01-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock $.01 ParSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 1
1 source rowRow 1 · 2021-01-07 · Disposition to issuer · Disposed 2,102 · Balance 0 F1: Disposed of pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 28, 2020, by and among Tiffany & Co. (the "Company"), LVMH Moet Hennessy-Louis Vuitton SE ("Parent"), Breakfast Holdings Acquisition Corp. ("Holding") and Breakfast Acquisition Corp. ("Merger Sub") (the "Merger Agreement"), which amended and restated the Agreement and Plan of Merger, dated as of November 24, 2019, by and among the Company, Parent, Holding and Merger Sub, in exchange for $131.50 per share in cash, without interest and less any required withholding taxes (the "Per Share Merger Consideration"). The total number of shares disposed of included 1,246 unvested restricted stock units. |
| Non-Qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $93.53 · Expires 2029-06-04 | Direct | 0 |
Reported balance
After 2021-01-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-01-07 · Disposition to issuer · Disposed 4,951 · Balance 0 F2: Pursuant to the Merger Agreement, each outstanding option, whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest and less any required withholding taxes, equal to the product of (i) the excess, if any, of (A) the Per Share Merger Consideration over (B) the per-share exercise price for such option, multiplied by (ii) the total number of shares underlying such option. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 28, 2020, by and among Tiffany & Co. (the "Company"), LVMH Moet Hennessy-Louis Vuitton SE ("Parent"), Breakfast Holdings Acquisition Corp. ("Holding") and Breakfast Acquisition Corp. ("Merger Sub") (the "Merger Agreement"), which amended and restated the Agreement and Plan of Merger, dated as of November 24, 2019, by and among the Company, Parent, Holding and Merger Sub, in exchange for $131.50 per share in cash, without interest and less any required withholding taxes (the "Per Share Merger Consideration"). The total number of shares disposed of included 1,246 unvested restricted stock units.
F2: Pursuant to the Merger Agreement, each outstanding option, whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest and less any required withholding taxes, equal to the product of (i) the excess, if any, of (A) the Per Share Merger Consideration over (B) the per-share exercise price for such option, multiplied by (ii) the total number of shares underlying such option.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 01, 2023 Filed Jun 2, 2023 20:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 1,157 | $172.77 | $199,894.89 |
DisclosureSEC source: 0001127602-23-017513 · form4.xml · nonDerivative · entry 1 Erkan Hafize Gaye · CIK 0001778158 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,346 F1 · kind: Annual stock award of 1,157 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 21:09 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 1,189 | $159.69 | $189,865.47 |
DisclosureSEC source: 0001127602-22-016431 · form4.xml · nonDerivative · entry 1 Erkan Hafize Gaye · CIK 0001778158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,189 F1 · kind: Annual stock award of 1,189 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| January 07, 2021 Filed Jan 11, 2021 17:17 UTC | TIFFANY & CO TIF · Entity 143953 | Disposition to issuerNon-Qualified Stock Option (Right to Buy) · Derivative | 4,951 | Not disclosed Strike: $93.53 | Not disclosed |
DisclosureSEC source: 0000098246-21-000027 · wf-form4_161040341060649.xml · derivative · entry 2 Erkan Hafize Gaye · CIK 0001778158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock $.01 Par · 4,951 shares Expires 2029-06-04 F2 · price: Pursuant to the Merger Agreement, each outstanding option, whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest and less any required withholding taxes, equal to the product of (i) the excess, if any, of (A) the Per Share Merger Consideration over (B) the per-share exercise price for such option, multiplied by (ii) the total number of shares underlying such option. F2 · derivative.exercise_date: Pursuant to the Merger Agreement, each outstanding option, whether vested or unvested, was canceled and converted into the right to receive an amount in cash, without interest and less any required withholding taxes, equal to the product of (i) the excess, if any, of (A) the Per Share Merger Consideration over (B) the per-share exercise price for such option, multiplied by (ii) the total number of shares underlying such option. Read SEC document |
| January 07, 2021 Filed Jan 11, 2021 17:17 UTC | TIFFANY & CO TIF · Entity 143953 | Disposition to issuerCommon Stock $.01 Par | 2,102 | $131.50 | $276,413.00 |
DisclosureSEC source: 0000098246-21-000027 · wf-form4_161040341060649.xml · nonDerivative · entry 1 Erkan Hafize Gaye · CIK 0001778158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to the Amended and Restated Agreement and Plan of Merger, dated as of October 28, 2020, by and among Tiffany & Co. (the "Company"), LVMH Moet Hennessy-Louis Vuitton SE ("Parent"), Breakfast Holdings Acquisition Corp. ("Holding") and Breakfast Acquisition Corp. ("Merger Sub") (the "Merger Agreement"), which amended and restated the Agreement and Plan of Merger, dated as of November 24, 2019, by and among the Company, Parent, Holding and Merger Sub, in exchange for $131.50 per share in cash, without interest and less any required withholding taxes (the "Per Share Merger Consideration"). The total number of shares disposed of included 1,246 unvested restricted stock units. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 18:44 UTC | TIFFANY & CO TIF · Entity 143953 | GrantCommon Stock $.01 Par | 1,246 | $0.00 | $0.00 |
DisclosureSEC source: 0000098246-20-000093 · wf-form4_159122426921334.xml · nonDerivative · entry 1 Erkan Hafize Gaye · CIK 0001778158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,102 F1 · shares: Includes 1,246 unvested restricted stock units, which will vest in accordance with their terms on the earlier of the one-year anniversary of the grant date, or the termination of the reporting person's service as a director due to death or disability. F2 · price: Given for no consideration. F3 · balance_after: Includes 2,102 unvested restricted stock units, 856 of which are scheduled to vest on the earlier of June 4, 2020, or the termination of the reporting person's service as a director due to death or disability; and 1,246 of which are scheduled to vest on the earlier of June 1, 2021, or the termination of the reporting person's service as a director due to death or disability. Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 18:36 UTC | TIFFANY & CO TIF · Entity 143953 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 4,951 | $0.00 Strike: $93.53 | $0.00 |
DisclosureSEC source: 0000098246-19-000094 · wf-form4_155986059235505.xml · derivative · entry 2 Erkan Hafize Gaye · CIK 0001778158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,951 Underlying: Common Stock $.01 Par · 4,951 shares Expires 2029-06-04 F4 · derivative.exercise_date: Options granted pursuant to the Tiffany & Co. 2017 Directors Equity Compensation Plan, which complies with Rule 16b-3. The option is exercisable on the first business day following the grant date Read SEC document |
| June 04, 2019 Filed Jun 6, 2019 18:36 UTC | TIFFANY & CO TIF · Entity 143953 | GrantCommon Stock $.01 Par | 856 | $0.00 | $0.00 |
DisclosureSEC source: 0000098246-19-000094 · wf-form4_155986059235505.xml · nonDerivative · entry 1 Erkan Hafize Gaye · CIK 0001778158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856 F1 · shares: Includes 856 unvested restricted stock units, which will vest in accordance with their terms on the earlier of the one-year anniversary of the grant date, or the termination of the reporting person's service as a director due to death or disability. F2 · price: Given for no consideration F3 · balance_after: Includes 856 unvested restricted stock units, which will vest on the earlier of June 4, 2020, or the termination of the reporting person's service as a director due to death or disability. 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.