Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AAR CORPAIR · Entity 3893 | Director | June 01, 2024 | June 04, 2024 |
| Avery Dennison CorpAVY · Entity 3410 | Director | May 01, 2023 | May 03, 2023 |
| EXELON CORPEXC · Entity 3050 | Director | March 31, 2024 | April 02, 2024 |
| MARSH & MCLENNAN COMPANIES, INC.MRSH · Entity 1501 | Director | August 14, 2026 | August 18, 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.
AAR CORP
Report date June 01, 2024 · Filed June 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,661.4 |
Reported balance
After 2024-06-01 transaction · row 1
1 source rowRow 1 · 2024-06-01 · Grant · Acquired 1,901 · Balance 14,661.4 F1: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3.
Avery Dennison Corp
Report date May 01, 2023 · Filed May 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,488 |
Reported balance
After 2023-05-01 transaction · row 1
1 source rowRow 1 · 2023-05-01 · Exercise / conversion · Acquired 930 · Balance 1,488 |
| 2022 Director RSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2023-05-01 | Direct | 0 |
Reported balance
After 2023-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-05-01 · Exercise / conversion · Disposed 930 · Balance 0 |
| 2023 Director RSU AwardSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-05-01 | Direct | 971 |
Reported balance
After 2023-05-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-01 · Grant · Acquired 971 · Balance 971 F1: Each restricted stock unit represents a contingent right to receive one share of common stock. |
| Common Stock Units - DDECPSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 1988-08-08 | Direct | 12,982.9496 |
Reported balance
Holding disclosure · report date 2023-05-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 12,982.9496 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of common stock.
EXELON CORP
Report date March 31, 2024 · Filed April 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stock- deferred stock unitsSEC Table I · non-derivative | IndirectBy Exelon Corp. Directors Deferred Stock Unit Plan | 59,255 |
Reported balance
After 2024-03-31 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-03-31 · Grant · Acquired 1,131 · Balance 59,255 F1: Balance includes 599 additional shares acquired through automatic dividend reinvestment. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes 599 additional shares acquired through automatic dividend reinvestment.
MARSH & MCLENNAN COMPANIES, INC.
Report date August 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stk. Units-Dir. Stk. PlanSEC Table II · derivative / convertible security | Direct | 17,171.56 |
Reported balance
After 2026-08-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-08-14 · Other · Acquired 89.41 · Balance 17,171.56 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. |
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.
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 |
|---|---|---|---|---|---|---|
| August 14, 2026 Filed Aug 18, 2026 20:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 89.41 | $189.15 | $16,911.90 |
DisclosureSEC source: 0000062709-26-000224 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,171.56 Underlying: Common Stock · 89.41 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 |
| June 01, 2026 Filed Jun 3, 2026 20:22 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 1,349.82 | $159.28 | $214,999.33 |
DisclosureSEC source: 0000062709-26-000161 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,082.15 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 20:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 87.67 | $160.60 | $14,079.80 |
DisclosureSEC source: 0000062709-26-000117 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,732.33 Underlying: Common Stock · 87.67 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 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 13, 2026 Filed Feb 18, 2026 22:11 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 80.98 | $172.98 | $14,007.92 |
DisclosureSEC source: 0000062709-26-000029 · form4.xml · derivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,644.66 Underlying: Common Stock · 80.98 shares Expires not disclosed F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F3 · kind: Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan. F4 · derivative.exercise_date: Not Applicable F4 · derivative.expiration_date: Not Applicable Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 21:28 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 75.99 | $183.44 | $13,939.23 |
DisclosureSEC source: 0000062709-25-000140 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,563.68 Underlying: Common Stock · 75.99 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 |
| August 15, 2025 Filed Aug 18, 2025 20:09 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 66.71 | $208.06 | $13,879.35 |
DisclosureSEC source: 0000062709-25-000104 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,487.69 Underlying: Common Stock · 66.71 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 30, 2025 Filed Jul 31, 2025 20:19 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | PurchaseCommon Stock | 500 | $201.03 | $100,512.50 |
DisclosureSEC source: 0000062709-25-000073 · form4.xml · nonDerivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| July 29, 2025 Filed Jul 31, 2025 20:19 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | PurchaseCommon Stock | 500 | $202.20 | $101,100.00 |
DisclosureSEC source: 0000062709-25-000073 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| June 01, 2025 Filed Jun 3, 2025 20:18 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 929.65 | $231.27 | $215,000.16 |
DisclosureSEC source: 0001127602-25-016451 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,420.98 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 20:10 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 52.95 | $222.22 | $11,766.28 |
DisclosureSEC source: 0001127602-25-014444 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,491.33 Underlying: Common Stock · 52.95 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 |
| February 14, 2025 Filed Feb 19, 2025 21:37 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 50.92 | $230.28 | $11,725.60 |
DisclosureSEC source: 0001127602-25-005511 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,438.38 Underlying: Common Stock · 50.92 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 |
| November 15, 2024 Filed Nov 19, 2024 21:10 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 52.25 | $223.62 | $11,683.88 |
DisclosureSEC source: 0001127602-24-027631 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,387.46 Underlying: Common Stock · 52.25 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 |
| August 15, 2024 Filed Aug 19, 2024 20:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 53.09 | $219.25 | $11,639.98 |
DisclosureSEC source: 0001127602-24-022474 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,335.21 Underlying: Common Stock · 53.09 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 |
| June 01, 2024 Filed Jun 4, 2024 14:29 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 1,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017490 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,661.4 F1 · shares: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. Read SEC document |
| June 01, 2024 Filed Jun 4, 2024 20:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 970.61 | $206.06 | $199,999.04 |
DisclosureSEC source: 0001127602-24-017657 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,282.12 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 20:10 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 45.96 | $204.95 | $9,419.50 |
DisclosureSEC source: 0001127602-24-015818 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,311.51 Underlying: Common Stock · 45.96 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 |
| March 31, 2024 Filed Apr 2, 2024 17:59 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,131 | $36.48 | $41,258.88 |
DisclosureSEC source: 0001109357-24-000080 · wk-form4_1712080781.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 59,255 F1 · balance_after: Balance includes 599 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| February 15, 2024 Filed Feb 20, 2024 21:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 47.66 | $196.91 | $9,384.49 |
DisclosureSEC source: 0001127602-24-005692 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,265.55 Underlying: Common Stock · 47.66 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 |
| December 31, 2023 Filed Jan 3, 2024 01:40 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,052 | $39.21 | $41,248.92 |
DisclosureSEC source: 0001109357-24-000004 · wk-form4_1704246048.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 57,525 F1 · balance_after: Balance includes 514 additional shares acquired through automatic dividend reinvestment. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:09 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 46.89 | $199.44 | $9,351.74 |
DisclosureSEC source: 0001127602-23-027785 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,217.89 Underlying: Common Stock · 46.89 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 |
| September 30, 2023 Filed Oct 2, 2023 22:12 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon stock- deferred stock units | 1,017 | $40.58 | $41,269.86 |
DisclosureSEC source: 0001109357-23-000071 · wk-form4_1696284730.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Corp. Directors Deferred Stock Unit Plan Disclosed balance after: 55,959 F1 · balance_after: Balance includes additional 483 shares acquired through automatic dividend reinvestment. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:29 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 48.48 | $192.17 | $9,316.40 |
DisclosureSEC source: 0001127602-23-022803 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,171 Underlying: Common Stock · 48.48 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 |
| June 30, 2023 Filed Jul 3, 2023 18:07 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 1,029 | $40.08 | $41,242.32 |
DisclosureSEC source: 0001062993-23-014295 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 54,459 F1 · balance_after: Balance includes 476 additional shares acquired on June 9, 2023 through automatic dividend reinvestment. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 20:12 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 1,157.61 | $172.77 | $200,000.28 |
DisclosureSEC source: 0001127602-23-017526 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,122.52 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 |
| June 01, 2023 Filed Jun 5, 2023 17:34 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 2,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-017728 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,760.4 F1 · shares: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. Read SEC document |
| May 15, 2023 Filed May 17, 2023 21:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 38.95 | $180.64 | $7,035.93 |
DisclosureSEC source: 0001127602-23-016003 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,964.91 Underlying: Common Stock · 38.95 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 |
| May 01, 2023 Filed May 3, 2023 20:05 UTC | Avery Dennison Corp AVY · Entity 3410 | Grant2023 Director RSU Award · Derivative | 971 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014233 · form4.xml · derivative · entry 3 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 971 Underlying: Common Stock · 971 shares Expires 2024-05-01 F1 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of common stock. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:05 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2022 Director RSU Award · Derivative | 930 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014233 · form4.xml · derivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 930 shares Expires 2023-05-01 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 |
| May 01, 2023 Filed May 3, 2023 20:05 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 930 | $175.13 | $162,870.90 |
DisclosureSEC source: 0001127602-23-014233 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,488 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 31, 2023 Filed Apr 3, 2023 20:26 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 1,027 | $40.18 | $41,264.86 |
DisclosureSEC source: 0001062993-23-008305 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 52,955 F1 · balance_after: Balance includes 461 additional shares acquired on March 10, 2023 through automatic dividend reinvestment. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:12 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 41.04 | $170.86 | $7,012.09 |
DisclosureSEC source: 0001127602-23-005826 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,925.96 Underlying: Common Stock · 41.04 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 |
| February 13, 2023 Filed Feb 14, 2023 17:20 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 816 | $183.99 | $150,135.84 |
DisclosureSEC source: 0001127602-23-005055 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558 Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 17:24 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 936 | $41.42 | $38,769.12 |
DisclosureSEC source: 0001062993-23-000113 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 51,467 F1 · balance_after: Balance includes 408 shares acquired on December 9, 2022 through automatic dividend reinvestment. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:10 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 41.92 | $166.68 | $6,987.23 |
DisclosureSEC source: 0001127602-22-025935 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,884.92 Underlying: Common Stock · 41.92 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 |
| November 04, 2022 Filed Nov 7, 2022 13:42 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 14,000 | $42.74 | $598,404.80 |
DisclosureSEC source: 0001127602-22-024993 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,334.4 F1 · shares: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.3500 to $43.2700 inclusive. The reporting person undertakes to provide to AAR CORP., any security holder of AAR CORP., 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. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 21:04 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 845 | $45.84 | $38,734.80 |
DisclosureSEC source: 0001062993-22-020157 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 50,123 F1 · balance_after: Balance includes 360 shares acquired on September 9, 2022 through automatic dividend reinvestment. Read SEC document |
| September 14, 2022 Filed Sep 15, 2022 21:37 UTC | Avery Dennison Corp AVY · Entity 3410 | SaleCommon Stock | 2,800 | $178.82 | $500,698.52 |
DisclosureSEC source: 0001127602-22-022478 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,374 F1 · price: This transaction was executed in multiple trades at prices ranging from $178.60 to $178.94. The price reported above reflects the weighted average sale price. 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 number of shares and prices at which the transaction was effected. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 20:16 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 40.53 | $171.80 | $6,963.05 |
DisclosureSEC source: 0001127602-22-021185 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,843 Underlying: Common Stock · 40.53 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 |
| June 30, 2022 Filed Jul 1, 2022 22:03 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 842 | $46.01 | $38,740.42 |
DisclosureSEC source: 0001062993-22-015777 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 48,917 F1 · balance_after: Balance includes 350 shares acquired on June 10, 2022 through automatic dividend reinvestment. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 21:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stk. Units-Dir. Stk. Plan · Derivative | 1,189.84 | $159.69 | $189,999.60 |
DisclosureSEC source: 0001127602-22-016421 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,802.47 Underlying: Common Stock · 1,189.84 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 1,189.84 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 |
| June 01, 2022 Filed Jun 3, 2022 16:10 UTC | AAR CORP AIR · Entity 3893 | GrantCommon Stock | 2,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-016586 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,334.4 F1 · shares: Award of stock pursuant to a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. Read SEC document |
| May 13, 2022 Filed May 17, 2022 20:12 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 36.36 | $155.64 | $5,658.89 |
DisclosureSEC source: 0001127602-22-014738 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,612.63 Underlying: Common Stock · 36.36 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 |
| May 01, 2022 Filed May 3, 2022 23:54 UTC | Avery Dennison Corp AVY · Entity 3410 | Grant2022 Director RSU Award · Derivative | 930 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013108 · form4.xml · derivative · entry 3 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 930 Underlying: Common Stock · 930 shares Expires 2023-05-01 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of Avery Dennison Corporation common stock. Read SEC document |
| May 01, 2022 Filed May 3, 2022 23:54 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversion2021 Director RSU Award · Derivative | 792 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013108 · form4.xml · derivative · entry 2 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 792 shares Expires 2022-05-01 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 |
| May 01, 2022 Filed May 3, 2022 23:54 UTC | Avery Dennison Corp AVY · Entity 3410 | Exercise / conversionCommon Stock | 792 | $182.80 | $144,777.60 |
DisclosureSEC source: 0001127602-22-013108 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,174 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 31, 2022 Filed Apr 4, 2022 15:50 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 889 | $43.60 | $38,760.40 |
DisclosureSEC source: 0001062993-22-009317 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 47,725 F1 · balance_after: Balance includes 360 shares acquired on March 10, 2022 through automatic dividend reinvestment. F2 · balance_after: In connection with the separation of Constellation Energy Corp. (Constellation) from Exelon effective February 1, 2022 (the Spin-Off), the balance of deferred stock units immediately prior to the Spin-Off was adjusted to preserve the overall value of the account balance post-Spin-Off. As a result the deferred stock unit balance was increased by an additional 11,224 units. Such adjustment is exempt from Section 16 of the Securities Exchange Act of 1934, as amended (the Exchange Act) pursuant to Rule 16a-9 under the Exchange Act. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 21:12 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 37.07 | $152.10 | $5,638.16 |
DisclosureSEC source: 0001127602-22-005284 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,576.27 Underlying: Common Stock · 37.07 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 26, 2022 Filed Jan 27, 2022 21:20 UTC | AAR CORP AIR · Entity 3893 | SaleCommon Stock | 2,250 | $40.79 | $91,777.50 |
DisclosureSEC source: 0001127602-22-002252 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,760.4 Read SEC document |
| December 31, 2021 Filed Jan 3, 2022 21:05 UTC | EXELON CORP EXC · Entity 3050 | GrantCommon Stock (Deferred Stock Units) | 719 | $53.91 | $38,761.29 |
DisclosureSEC source: 0001062993-22-000047 · form4.xml · nonDerivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Exelon Directors' Deferred Stock Unit Plan Disclosed balance after: 35,252 F1 · balance_after: Balance includes 243 shares acquired on December 10, 2021 through automatic dividend reinvestment. Read SEC document |
| November 15, 2021 Filed Nov 16, 2021 21:11 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | OtherRestricted Stk. Units-Dir. Stk. Plan · Derivative | 33.85 | $166.02 | $5,619.61 |
DisclosureSEC source: 0001127602-21-029309 · form4.xml · derivative · entry 1 Anderson Anthony · CIK 0001559294 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,539.2 Underlying: Common Stock · 33.85 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.