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person · Reporting owner

Lute Jane H

Disclosed activity across 3 companies

Tapewire entity
14488
SEC CIK
0001671434

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
ATLAS AIR WORLDWIDE HOLDINGS INCAAWW · Entity 115323DirectorJune 09, 2018June 10, 2020
MARSH & MCLENNAN COMPANIES, INC.MRSH · Entity 1501DirectorAugust 14, 2026August 18, 2026
UNION PACIFIC CORPUNP · Entity 2854DirectorOctober 01, 2026October 02, 2026

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.

ATLAS AIR WORLDWIDE HOLDINGS INC

Report date June 09, 2018 · Filed June 10, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect2,663 Reported balance After 2020-06-09 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2020-06-09 · Grant · Acquired 2,663 · Balance 2,663

F1: Upon vesting, the Reporting Person is entitled to receive one share of Common Stock for each restricted stock unit.

F2: The units vest in their entirety on the first to occur of the following: the first anniversary of the date of grant; the day of the Reporting Person's death; the day of the Reporting Person's disability (as defined); or a Change in Control of the Company (as defined). Vesting of all or a portion of the units may be deferred to a date on which the Reporting Person is separated from Board service or a date specified by the Reporting Person.

Filing footnotes · ownership attribution and instrument terms

F1: Upon vesting, the Reporting Person is entitled to receive one share of Common Stock for each restricted stock unit.

F2: The units vest in their entirety on the first to occur of the following: the first anniversary of the date of grant; the day of the Reporting Person's death; the day of the Reporting Person's disability (as defined); or a Change in Control of the Company (as defined). Vesting of all or a portion of the units may be deferred to a date on which the Reporting Person is separated from Board service or a date specified by the Reporting Person.

MARSH & MCLENNAN COMPANIES, INC.

Report date August 14, 2026 · Filed August 18, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Restricted Stk. Units-Dir. Stk. PlanSEC Table II · derivative / convertible securityDirect8,958.33 Reported balance After 2026-08-14 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-08-14 · Other · Acquired 46.64 · Balance 8,958.33

F1: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3: Not applicable.

Restricted Stk. Units-Dir. Stk. PlanSEC Table II · derivative / convertible securityDirect9,102.6 Reported balance After 2026-08-15 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-08-15 · Grant · Acquired 144.27 · Balance 9,102.6

F1: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3: Not applicable.

Filing footnotes · ownership attribution and instrument terms

F1: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3: Not applicable.

F4: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

UNION PACIFIC CORP

Report date October 01, 2026 · Filed October 02, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct12,833 Reported balance After 2026-10-01 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-10-01 · Grant · Acquired 372 · Balance 12,833

F1: Distribution ratio for Phantom Stock Units is 1:1.

F2: Phantom Stock Units are payable in cash only commencing at retirement.

Filing footnotes · ownership attribution and instrument terms

F1: Distribution ratio for Phantom Stock Units is 1:1.

F2: Phantom Stock Units are payable in cash only commencing at retirement.

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
October 01, 2026 Filed Oct 2, 2026 02:44 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 372 $272.42 Strike: $0.00 $101,340.24
Disclosure

SEC source: 0000100885-26-000286 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,833

Underlying: Common Stock · 372 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
August 15, 2026 Filed Aug 18, 2026 20:06 UTC MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 144.27 $188.45 $27,186.96
Disclosure

SEC source: 0000062709-26-000220 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,102.6

Underlying: Common Stock · 144.27 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not applicable.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
August 14, 2026 Filed Aug 18, 2026 20:06 UTC MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 46.64 $189.15 $8,821.96
Disclosure

SEC source: 0000062709-26-000220 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,958.33

Underlying: Common Stock · 46.64 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not applicable.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 16:40 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 362 $277.73 Strike: $0.00 $100,538.26
Disclosure

SEC source: 0000100885-26-000223 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,461

Underlying: Common Stock · 362 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 20:15 UTC MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 1,349.82 $159.28 $214,999.33
Disclosure

SEC source: 0000062709-26-000157 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,911.69

Underlying: Common Stock · 1,349.82 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Annual stock award of 1,349.82 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
May 15, 2026 Filed May 18, 2026 20:10 UTC MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 41.2 $160.60 $6,616.72
Disclosure

SEC source: 0000062709-26-000120 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,561.87

Underlying: Common Stock · 41.2 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not applicable.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
May 15, 2026 Filed May 18, 2026 20:10 UTC MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 169.29 $160.60 $27,187.97
Disclosure

SEC source: 0000062709-26-000120 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,520.67

Underlying: Common Stock · 169.29 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not applicable.

F3 · derivative.expiration_date: Not applicable.

Read SEC document
April 01, 2026 Filed Apr 2, 2026 18:03 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 411 $243.12 Strike: $0.00 $99,922.32
Disclosure

SEC source: 0000100885-26-000108 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,099

Underlying: Common Stock · 411 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
February 15, 2026 Filed Feb 18, 2026 22:05 UTC MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 156.69 $173.51 $27,187.28
Disclosure

SEC source: 0000062709-26-000025 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,351.38

Underlying: Common Stock · 156.69 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
February 13, 2026 Filed Feb 18, 2026 22:05 UTC MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 37.24 $172.98 $6,441.78
Disclosure

SEC source: 0000062709-26-000025 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,194.69

Underlying: Common Stock · 37.24 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
January 02, 2026 Filed Jan 6, 2026 00:27 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 412 $231.91 Strike: $0.00 $95,546.92
Disclosure

SEC source: 0000100885-26-000015 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,688

Underlying: Common Stock · 412 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
November 15, 2025 Filed Nov 18, 2025 21:23 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 148.34 $183.28 $27,187.76
Disclosure

SEC source: 0000062709-25-000136 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,157.45

Underlying: Common Stock · 148.34 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
November 14, 2025 Filed Nov 18, 2025 21:23 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 34.22 $183.44 $6,277.15
Disclosure

SEC source: 0000062709-25-000136 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,009.11

Underlying: Common Stock · 34.22 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
October 01, 2025 Filed Oct 2, 2025 17:14 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 405 $234.74 Strike: $0.00 $95,069.70
Disclosure

SEC source: 0000100885-25-000293 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,276

Underlying: Common Stock · 405 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
August 15, 2025 Filed Aug 18, 2025 20:07 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 29.48 $208.06 $6,133.46
Disclosure

SEC source: 0000062709-25-000101 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,974.89

Underlying: Common Stock · 29.48 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
August 15, 2025 Filed Aug 18, 2025 20:07 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 130.67 $208.06 $27,186.55
Disclosure

SEC source: 0000062709-25-000101 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,945.41

Underlying: Common Stock · 130.67 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
July 01, 2025 Filed Jul 2, 2025 19:08 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 399 $235.57 Strike: $0.00 $93,992.43
Disclosure

SEC source: 0000100885-25-000210 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,871

Underlying: Common Stock · 399 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
June 01, 2025 Filed Jun 3, 2025 20:13 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 929.65 $231.27 $215,000.16
Disclosure

SEC source: 0001127602-25-016431 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,814.74

Underlying: Common Stock · 929.65 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Annual stock award of 929.65 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
May 15, 2025 Filed May 15, 2025 20:04 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 21.07 $222.22 $4,682.07
Disclosure

SEC source: 0001127602-25-014432 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,885.09

Underlying: Common Stock · 21.07 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
May 15, 2025 Filed May 15, 2025 20:04 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 118.13 $222.22 $26,250.26
Disclosure

SEC source: 0001127602-25-014432 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,864.02

Underlying: Common Stock · 118.13 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
April 01, 2025 Filed Apr 2, 2025 20:53 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 394 $237.17 Strike: $0.00 $93,444.98
Disclosure

SEC source: 0000100885-25-000111 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,472

Underlying: Common Stock · 394 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
February 15, 2025 Filed Feb 19, 2025 21:41 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 113.99 $230.29 $26,250.76
Disclosure

SEC source: 0001127602-25-005518 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,745.89

Underlying: Common Stock · 113.99 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
February 14, 2025 Filed Feb 19, 2025 21:41 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 19.86 $230.28 $4,573.26
Disclosure

SEC source: 0001127602-25-005518 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,631.9

Underlying: Common Stock · 19.86 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
January 02, 2025 Filed Jan 3, 2025 20:26 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 406 $229.12 Strike: $0.00 $93,022.72
Disclosure

SEC source: 0000100885-25-000017 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,078

Underlying: Common Stock · 406 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:05 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 19.95 $223.62 $4,461.12
Disclosure

SEC source: 0001127602-24-027625 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,612.04

Underlying: Common Stock · 19.95 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
November 15, 2024 Filed Nov 19, 2024 21:05 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 117.39 $223.62 $26,250.16
Disclosure

SEC source: 0001127602-24-027625 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,592.09

Underlying: Common Stock · 117.39 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
October 01, 2024 Filed Oct 3, 2024 19:11 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 376 $245.55 Strike: $0.00 $92,326.80
Disclosure

SEC source: 0000100885-24-000210 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,672

Underlying: Common Stock · 376 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 20:07 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 19.83 $219.25 $4,347.73
Disclosure

SEC source: 0001127602-24-022466 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,474.7

Underlying: Common Stock · 19.83 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
August 15, 2024 Filed Aug 19, 2024 20:07 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 119.73 $219.25 $26,250.80
Disclosure

SEC source: 0001127602-24-022466 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,454.87

Underlying: Common Stock · 119.73 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
July 01, 2024 Filed Jul 2, 2024 20:24 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 408 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000100885-24-000146 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,296

Underlying: Common Stock · 408 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
June 01, 2024 Filed Jun 4, 2024 20:08 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 970.61 $206.06 $199,999.04
Disclosure

SEC source: 0001127602-24-017646 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,335.14

Underlying: Common Stock · 970.61 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Annual stock award of 970.61 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
May 15, 2024 Filed May 17, 2024 20:06 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 14.63 $204.95 $2,998.42
Disclosure

SEC source: 0001127602-24-015812 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,364.53

Underlying: Common Stock · 14.63 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
May 15, 2024 Filed May 17, 2024 20:06 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 128.08 $204.95 $26,250.00
Disclosure

SEC source: 0001127602-24-015812 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,349.9

Underlying: Common Stock · 128.08 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
April 01, 2024 Filed Apr 2, 2024 19:04 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 384 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000100885-24-000080 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,888

Underlying: Common Stock · 384 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:07 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 14.69 $196.91 $2,892.53
Disclosure

SEC source: 0001127602-24-005678 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,221.82

Underlying: Common Stock · 14.69 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
February 15, 2024 Filed Feb 20, 2024 21:07 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 133.31 $196.91 $26,249.41
Disclosure

SEC source: 0001127602-24-005678 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,207.13

Underlying: Common Stock · 133.31 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
January 02, 2024 Filed Jan 3, 2024 22:51 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 343 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000100885-24-000018 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,504

Underlying: Common Stock · 343 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
November 15, 2023 Filed Nov 17, 2023 21:05 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 13.98 $199.44 $2,788.17
Disclosure

SEC source: 0001127602-23-027778 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,073.82

Underlying: Common Stock · 13.98 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
November 15, 2023 Filed Nov 17, 2023 21:05 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 131.62 $199.44 $26,250.29
Disclosure

SEC source: 0001127602-23-027778 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,059.84

Underlying: Common Stock · 131.62 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
October 02, 2023 Filed Oct 3, 2023 19:08 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 390 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000100885-23-000202 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,161

Underlying: Common Stock · 390 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
August 15, 2023 Filed Aug 17, 2023 20:33 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 13.96 $192.17 $2,682.69
Disclosure

SEC source: 0001127602-23-022805 · form4.xml · derivative · entry 2

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,928.22

Underlying: Common Stock · 13.96 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F4 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
August 15, 2023 Filed Aug 17, 2023 20:33 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 136.6 $192.17 $26,250.42
Disclosure

SEC source: 0001127602-23-022805 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,914.26

Underlying: Common Stock · 136.6 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
July 03, 2023 Filed Jul 5, 2023 18:41 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 382 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000100885-23-000132 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,771

Underlying: Common Stock · 382 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
June 01, 2023 Filed Jun 2, 2023 20:09 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative 1,157.61 $172.77 $200,000.28
Disclosure

SEC source: 0001127602-23-017518 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,777.66

Underlying: Common Stock · 1,157.61 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Annual stock award of 1,157.61 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
May 15, 2023 Filed May 17, 2023 20:29 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 8.53 $180.64 $1,540.86
Disclosure

SEC source: 0001127602-23-015936 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,620.05

Underlying: Common Stock · 8.53 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
April 03, 2023 Filed Apr 4, 2023 20:23 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 392 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000100885-23-000069 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,389

Underlying: Common Stock · 392 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 21:06 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 8.99 $170.86 $1,536.03
Disclosure

SEC source: 0001127602-23-005816 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,611.52

Underlying: Common Stock · 8.99 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable

F3 · derivative.expiration_date: Not Applicable

Read SEC document
January 03, 2023 Filed Jan 4, 2023 18:21 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 235 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000100885-23-000015 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,997

Underlying: Common Stock · 235 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

Read SEC document
November 15, 2022 Filed Nov 17, 2022 21:06 UTC MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative 9.18 $166.68 $1,530.12
Disclosure

SEC source: 0001127602-22-025930 · form4.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,602.53

Underlying: Common Stock · 9.18 shares

Expires not disclosed

F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

F2 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

F3 · derivative.exercise_date: Not Applicable.

F3 · derivative.expiration_date: Not Applicable.

Read SEC document
October 03, 2022 Filed Oct 4, 2022 15:12 UTC UNION PACIFIC CORP UNP · Entity 2854 GrantPhantom Stock · Derivative 242 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0000100885-22-000236 · edgardoc.xml · derivative · entry 1

Lute Jane H · CIK 0001671434 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,762

Underlying: Common Stock · 242 shares

Expires not disclosed

F1 · security: Distribution ratio for Phantom Stock Units is 1:1.

F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement.

F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement.

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.