Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARSH & MCLENNAN COMPANIES, INC.MRSH · Entity 1501 | SVP, Chief Information Officer | July 29, 2026 | July 31, 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.
MARSH & MCLENNAN COMPANIES, INC.
Report date July 29, 2026 · Filed July 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,376 |
Reported balance
After 2026-07-29 transaction · row 1
1 source rowRow 1 · 2026-07-29 · Sale · Disposed 713 · Balance 16,376 F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| July 29, 2026 Filed Jul 31, 2026 20:03 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | SaleCommon Stock | 713 | $198.00 | $141,174.00 |
DisclosureSEC source: 0000062709-26-000204 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,376 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| May 01, 2026 Filed May 1, 2026 20:11 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantRestricted Stock Units · Derivative | 14,907 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000106 · form4.xml · derivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,907 Underlying: Common Stock · 14,907 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: These restricted stock units vest in three equal annual installments on May 15, 2027, 2028 and 2029. F3 · derivative.exercise_date: Not Applicable F3 · derivative.expiration_date: Not Applicable Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 6,970 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000062 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,970 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 6,970 shares underlying restricted stock units of which 3,403 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,970 shares underlying restricted stock units relate to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. F3 · derivative.exercise_date: Not Applicable F3 · derivative.expiration_date: Not Applicable Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Tax withholdingCommon Stock | 3,403 | $186.74 | $635,476.22 |
DisclosureSEC source: 0000062709-26-000062 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,089 F1 · kind: Vesting and distribution to reporting person of 6,970 shares underlying restricted stock units of which 3,403 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,970 shares underlying restricted stock units relate to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Exercise / conversionCommon Stock | 6,970 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000062 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,492 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Vesting and distribution to reporting person of 6,970 shares underlying restricted stock units of which 3,403 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,970 shares underlying restricted stock units relate to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:39 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantRestricted Stock Units · Derivative | 6,970 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000049 · form4.xml · derivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,970 Underlying: Common Stock · 6,970 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: These restricted stock units relate to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. The performance factor for these performance stock units was determined on February 24, 2026. F4 · derivative.exercise_date: Not Applicable F4 · derivative.expiration_date: Not Applicable Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:39 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 22,372 | $0.00 Strike: $176.99 | $0.00 |
DisclosureSEC source: 0000062709-26-000049 · form4.xml · derivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,372 Underlying: Common Stock · 22,372 shares Expires 2036-02-23 F1 · derivative.exercise_date: These options were granted on February 24, 2026 and vest in four equal annual installments on February 24th of 2027, 2028, 2029 and 2030. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 20:40 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $118.87 | $0.00 |
DisclosureSEC source: 0001127602-25-011762 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,892 Underlying: Common Stock · 1,000 shares Expires 2030-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · derivative.exercise_date: These options were granted on February 18, 2020 and vested in four equal annual installments on February 18th of 2021, 2022, 2023 and 2024. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 20:40 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 2,237 | $246.00 | $550,302.00 |
DisclosureSEC source: 0001127602-25-011762 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,522 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 20:40 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 1,000 | $118.87 | $118,865.00 |
DisclosureSEC source: 0001127602-25-011762 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,759 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 7,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007844 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,928 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 7,928 shares underlying restricted stock units of which 3,861 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 7,928 shares underlying restricted stock units relate to performance stock units that were granted on February 23, 2022 for the performance period 2022-2024. F3 · derivative.exercise_date: Not Applicable F3 · derivative.expiration_date: Not Applicable Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 3,861 | $233.74 | $902,470.14 |
DisclosureSEC source: 0001127602-25-007844 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,759 F1 · kind: Vesting and distribution to reporting person of 7,928 shares underlying restricted stock units of which 3,861 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 7,928 shares underlying restricted stock units relate to performance stock units that were granted on February 23, 2022 for the performance period 2022-2024. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 7,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007844 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,620 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Vesting and distribution to reporting person of 7,928 shares underlying restricted stock units of which 3,861 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 7,928 shares underlying restricted stock units relate to performance stock units that were granted on February 23, 2022 for the performance period 2022-2024. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:23 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 7,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005990 · form4.xml · derivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,928 Underlying: Common Stock · 7,928 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: These restricted stock units relate to performance stock units that were granted on February 23, 2022 for the performance period 2022-2024. The performance factor for these performance stock units was determined on February 18, 2025. F4 · derivative.exercise_date: Not Applicable F4 · derivative.expiration_date: Not Applicable Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:23 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 15,702 | $0.00 Strike: $230.29 | $0.00 |
DisclosureSEC source: 0001127602-25-005990 · form4.xml · derivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,702 Underlying: Common Stock · 15,702 shares Expires 2035-02-17 F1 · derivative.exercise_date: These options were granted on February 18, 2025 and vest in four equal annual installments on February 18th of 2026, 2027, 2028 and 2029. Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 20:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $118.87 | $0.00 |
DisclosureSEC source: 0001127602-24-023647 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,892 Underlying: Common Stock · 1,000 shares Expires 2030-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · derivative.exercise_date: These options were granted on February 19, 2020 and vested in four equal annual installments on February 19th of 2021, 2022, 2023 and 2024. Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 20:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 2,169 | $232.00 | $503,208.00 |
DisclosureSEC source: 0001127602-24-023647 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,692 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| September 05, 2024 Filed Sep 9, 2024 20:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-023647 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,861 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| July 16, 2024 Filed Jul 18, 2024 20:19 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $118.87 | $0.00 |
DisclosureSEC source: 0001127602-24-020667 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,892 Underlying: Common Stock · 1,000 shares Expires 2030-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · derivative.exercise_date: These options were granted on February 19, 2020 and vested in four equal annual installments on February 19th of 2021, 2022, 2023 and 2024. Read SEC document |
| July 16, 2024 Filed Jul 18, 2024 20:19 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 2,169 | $220.00 | $477,180.00 |
DisclosureSEC source: 0001127602-24-020667 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,861 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| July 16, 2024 Filed Jul 18, 2024 20:19 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-020667 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,030 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| May 17, 2024 Filed May 21, 2024 21:09 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $118.87 | $0.00 |
DisclosureSEC source: 0001127602-24-016151 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,892 Underlying: Common Stock · 1,000 shares Expires 2030-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · derivative.exercise_date: These options were granted on February 19, 2020 and vested in four equal annual installments on February 19th of 2021, 2022, 2023 and 2024. Read SEC document |
| May 17, 2024 Filed May 21, 2024 21:09 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 2,169 | $210.13 | $455,771.97 |
DisclosureSEC source: 0001127602-24-016151 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,030 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| May 17, 2024 Filed May 21, 2024 21:09 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 1,000 | $118.87 | $118,865.00 |
DisclosureSEC source: 0001127602-24-016151 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,199 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $118.87 | $0.00 |
DisclosureSEC source: 0001127602-24-008788 · form4.xml · derivative · entry 8 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,892 Underlying: Common Stock · 1,000 shares Expires 2030-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · derivative.exercise_date: These options were granted on February 19, 2020 and vest in four equal annual installments on February 19th of 2021, 2022, 2023 and 2024. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 1,169 | $202.00 | $236,138.00 |
DisclosureSEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 6 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 14,199 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 1,000 | $202.00 | $202,000.00 |
DisclosureSEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 5 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,368 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| March 05, 2024 Filed Mar 6, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 1,000 | $118.87 | $118,865.00 |
DisclosureSEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 4 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,368 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $118.87 | $0.00 |
DisclosureSEC source: 0001127602-24-008788 · form4.xml · derivative · entry 7 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,892 Underlying: Common Stock · 1,000 shares Expires 2030-02-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · derivative.exercise_date: These options were granted on February 19, 2020 and vest in four equal annual installments on February 19th of 2021, 2022, 2023 and 2024. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 1,000 | $200.79 | $200,790.00 |
DisclosureSEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 15,368 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 1,169 | $200.79 | $234,723.51 |
DisclosureSEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 16,368 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 1,000 | $118.87 | $118,865.00 |
DisclosureSEC source: 0001127602-24-008788 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,537 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 8,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007815 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,510 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 8,510 shares underlying restricted stock units of which 4,115 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 8,510 shares underlying restricted stock units relate to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023. F3 · derivative.exercise_date: Not Applicable F3 · derivative.expiration_date: Not Applicable Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 4,115 | $202.99 | $835,283.28 |
DisclosureSEC source: 0001127602-24-007815 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,537 F1 · kind: Vesting and distribution to reporting person of 8,510 shares underlying restricted stock units of which 4,115 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 8,510 shares underlying restricted stock units relate to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 8,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007815 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,652 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Vesting and distribution to reporting person of 8,510 shares underlying restricted stock units of which 4,115 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 8,510 shares underlying restricted stock units relate to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:19 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 8,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006609 · form4.xml · derivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,510 Underlying: Common Stock · 8,510 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: These restricted stock units relate to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023. The performance factor for these performance stock units was determined on February 22, 2024. F4 · derivative.exercise_date: Not Applicable F4 · derivative.expiration_date: Not Applicable Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:19 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 14,058 | $0.00 Strike: $200.47 | $0.00 |
DisclosureSEC source: 0001127602-24-006609 · form4.xml · derivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,058 Underlying: Common Stock · 14,058 shares Expires 2034-02-21 F1 · derivative.exercise_date: These options were granted on February 22, 2024 and vest in four equal annual installments on February 22nd of 2025, 2026, 2027 and 2028. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 21:20 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GiftCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009291 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,142 Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:51 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 4,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008411 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,208 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 4,208 shares underlying restricted stock units of which 2,035 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 4,208 shares underlying restricted stock units relate to 1,052 restricted stock units that were granted on February 19, 2020, and 3,156 restricted stock units relating to performance stock units that were granted on February 19, 2020 for the performance period 2020-2022. F3 · derivative.exercise_date: Not Applicable F3 · derivative.expiration_date: Not Applicable Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:51 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 2,035 | $162.83 | $331,359.05 |
DisclosureSEC source: 0001127602-23-008411 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,392 F1 · kind: Vesting and distribution to reporting person of 4,208 shares underlying restricted stock units of which 2,035 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 4,208 shares underlying restricted stock units relate to 1,052 restricted stock units that were granted on February 19, 2020, and 3,156 restricted stock units relating to performance stock units that were granted on February 19, 2020 for the performance period 2020-2022. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:51 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 4,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008411 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,427 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Vesting and distribution to reporting person of 4,208 shares underlying restricted stock units of which 2,035 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 4,208 shares underlying restricted stock units relate to 1,052 restricted stock units that were granted on February 19, 2020, and 3,156 restricted stock units relating to performance stock units that were granted on February 19, 2020 for the performance period 2020-2022. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:24 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 3,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007318 · form4.xml · derivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,208 Underlying: Common Stock · 3,156 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: These restricted stock units relate to performance stock units that were granted on February 19, 2020 for the performance period 2020-2022. The performance factor for these performance stock units was determined on February 23, 2023. F4 · derivative.exercise_date: Not Applicable F4 · derivative.expiration_date: Not Applicable Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:24 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 15,505 | $0.00 Strike: $164.15 | $0.00 |
DisclosureSEC source: 0001127602-23-007318 · form4.xml · derivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,505 Underlying: Common Stock · 15,505 shares Expires 2033-02-22 F1 · derivative.exercise_date: These options were granted on February 23, 2023 and vest in four equal annual installments on February 23rd of 2024, 2025, 2026 and 2027. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 4,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005807 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052 Underlying: Common Stock · 4,422 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 4,422 shares underlying restricted stock units granted to him on February 1, 2020 of which 1,321 were withheld by Marsh & McLennan Companies to cover applicable taxes. F3 · derivative.exercise_date: Not Applicable F3 · derivative.expiration_date: Not Applicable Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 1,321 | $170.86 | $225,706.06 |
DisclosureSEC source: 0001127602-23-005807 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,219 F1 · kind: Vesting and distribution to reporting person of 4,422 shares underlying restricted stock units granted to him on February 1, 2020 of which 1,321 were withheld by Marsh & McLennan Companies to cover applicable taxes. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 4,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-005807 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,540 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Vesting and distribution to reporting person of 4,422 shares underlying restricted stock units granted to him on February 1, 2020 of which 1,321 were withheld by Marsh & McLennan Companies to cover applicable taxes. Read SEC document |
| December 13, 2022 Filed Dec 15, 2022 21:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 1,171 | $176.75 | $206,974.25 |
DisclosureSEC source: 0001127602-22-027524 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,118 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| March 29, 2022 Filed Mar 30, 2022 20:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 1,791 | $171.21 | $306,637.11 |
DisclosureSEC source: 0001127602-22-010647 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,289 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:30 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007710 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,474 Underlying: Common Stock · 1,052 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 1,052 shares underlying restricted stock units granted to him on February 19, 2020 of which 467 were withheld by Marsh & McLennan Companies to cover applicable taxes. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:30 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 467 | $153.99 | $71,911.00 |
DisclosureSEC source: 0001127602-22-007710 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,080 F1 · kind: Vesting and distribution to reporting person of 1,052 shares underlying restricted stock units granted to him on February 19, 2020 of which 467 were withheld by Marsh & McLennan Companies to cover applicable taxes. 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.