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 |
|---|---|---|---|---|---|---|
| February 28, 2022 Filed Mar 2, 2022 21:30 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 1,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007710 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,547 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 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 |
| February 23, 2022 Filed Feb 24, 2022 21:55 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 19,122 | $0.00 Strike: $151.37 | $0.00 |
DisclosureSEC source: 0001127602-22-006595 · form4.xml · derivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,122 Underlying: Common Stock · 19,122 shares Expires 2032-02-22 F1 · derivative.exercise_date: These options were granted on February 23, 2022 and vest in four equal annual installments on February 23rd of 2023, 2024, 2025 and 2026. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 22:00 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 1,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008776 · form4.xml · derivative · entry 3 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,526 Underlying: Common Stock · 1,051 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 1,051 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, 2021 Filed Mar 2, 2021 22:00 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 467 | $116.83 | $54,559.61 |
DisclosureSEC source: 0001127602-21-008776 · form4.xml · nonDerivative · entry 2 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,495 F1 · kind: Vesting and distribution to reporting person of 1,051 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 |
| February 28, 2021 Filed Mar 2, 2021 22:00 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 1,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008776 · form4.xml · nonDerivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,962 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 1,051 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 |
| February 22, 2021 Filed Feb 24, 2021 21:31 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 22,474 | $0.00 Strike: $117.53 | $0.00 |
DisclosureSEC source: 0001127602-21-007634 · form4.xml · derivative · entry 1 Beswick Paul · CIK 0001836104 · SVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,474 Underlying: Common Stock · 22,474 shares Expires 2031-02-21 F1 · derivative.exercise_date: These options were granted on February 22, 2021 and vest in four equal annual installments on February 22nd of 2022, 2023, 2024 and 2025. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.