Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARSH & MCLENNAN COMPANIES, INC.MRSH · Entity 1501 | Chief Client Officer | July 28, 2026 | July 29, 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 28, 2026 · Filed July 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,631.709 |
Reported balance
After 2026-07-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-28 · Sale · Disposed 7,100 · Balance 16,631.709 F1: Includes 81.17 shares acquired under the Marsh & McLennan Companies, Inc. Employee Stock Purchase Plan for the quarters ended March 31 and June 30, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 81.17 shares acquired under the Marsh & McLennan Companies, Inc. Employee Stock Purchase Plan for the quarters ended March 31 and June 30, 2026.
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 28, 2026 Filed Jul 29, 2026 20:18 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | SaleCommon Stock | 7,100 | $189.99 | $1,348,946.75 |
DisclosureSEC source: 0000062709-26-000201 · form4.xml · nonDerivative · entry 1 South Martin · CIK 0001901227 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,631.709 F1 · balance_after: Includes 81.17 shares acquired under the Marsh & McLennan Companies, Inc. Employee Stock Purchase Plan for the quarters ended March 31 and June 30, 2026. Read SEC document |
| May 01, 2026 Filed May 1, 2026 20:10 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantRestricted Stock Units · Derivative | 5,963 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000105 · form4.xml · derivative · entry 1 South Martin · CIK 0001901227 · Chief Client Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,963 Underlying: Common Stock · 5,963 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 21:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 14,476 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000054 · form4.xml · derivative · entry 3 South Martin · CIK 0001901227 · President & CEO, Marsh Risk 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,476 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. F3 · 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 14,476 shares underlying restricted stock units of which 8,006 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 14,476 shares underlying restricted stock units relate to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. F4 · derivative.exercise_date: Not applicable. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Tax withholdingCommon Stock | 8,006 | $186.74 | $1,495,040.44 |
DisclosureSEC source: 0000062709-26-000054 · form4.xml · nonDerivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh Risk 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,650.539 F1 · kind: Vesting and distribution to reporting person of 14,476 shares underlying restricted stock units of which 8,006 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 14,476 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 21:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Exercise / conversionCommon Stock | 14,476 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000054 · form4.xml · nonDerivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh Risk 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,656.539 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 14,476 shares underlying restricted stock units of which 8,006 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 14,476 shares underlying restricted stock units relate to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. F2 · balance_after: Includes 118.022 shares acquired under the Marsh & McLennan Companies Employee Stock Purchase Plan for the quarters ended March 31, June 30, September 30 and December 31, 2025. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:18 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantRestricted Stock Units · Derivative | 14,476 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000041 · form4.xml · derivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh Risk 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,476 Underlying: Common Stock · 14,476 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 21:18 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 39,772 | $0.00 Strike: $176.99 | $0.00 |
DisclosureSEC source: 0000062709-26-000041 · form4.xml · derivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh Risk 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,772 Underlying: Common Stock · 39,772 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 |
| March 04, 2025 Filed Mar 5, 2025 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 11,856 | $0.00 Strike: $118.87 | $0.00 |
DisclosureSEC source: 0001127602-25-008283 · form4.xml · derivative · entry 8 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,856 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. F6 · derivative.exercise_date: These options were granted on February 19, 2020 and vested in four equal annual installments on February 19, 2021, 2022, 2023 and 2024. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 12,620 | $0.00 Strike: $90.79 | $0.00 |
DisclosureSEC source: 0001127602-25-008283 · form4.xml · derivative · entry 7 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,620 shares Expires 2029-02-18 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. F5 · derivative.exercise_date: These options were granted on February 19, 2019 and vested in four equal annual installments on February 19, 2020, 2021, 2022 and 2023. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 6,592 | $240.04 | $1,582,352.25 |
DisclosureSEC source: 0001127602-25-008283 · form4.xml · nonDerivative · entry 6 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,062.517 F4 · price: This transaction was executed in multiple trades at prices ranging from $239.720 to $240.460. The price reported represents the weighted average sale price of these trades. 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 shares sold at each separate price. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 6,028 | $239.20 | $1,441,890.37 |
DisclosureSEC source: 0001127602-25-008283 · form4.xml · nonDerivative · entry 5 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,654.517 F3 · price: This transaction was executed in multiple trades at prices ranging from $238.610 to $239.600. The price reported represents the weighted average sale price of these trades. 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 shares sold at each separate price. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 11,856 | $239.47 | $2,839,164.62 |
DisclosureSEC source: 0001127602-25-008283 · form4.xml · nonDerivative · entry 4 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,682.517 F2 · price: This transaction was executed in multiple trades at prices ranging from $239.040 to $239.830. The price reported represents the weighted average sale price of these trades. 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 shares sold at each separate price. Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 11,856 | $118.87 | $1,409,263.44 |
DisclosureSEC source: 0001127602-25-008283 · form4.xml · nonDerivative · entry 3 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,538.517 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 04, 2025 Filed Mar 5, 2025 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 12,620 | $90.79 | $1,145,706.70 |
DisclosureSEC source: 0001127602-25-008283 · form4.xml · nonDerivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,682.517 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 04, 2025 Filed Mar 5, 2025 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 2,000 | $239.96 | $479,927.00 |
DisclosureSEC source: 0001127602-25-008283 · form4.xml · nonDerivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,062.517 F1 · price: This transaction was executed in multiple trades at prices ranging from $239.840 to $239.970. The price reported represents the weighted average sale price of these trades. 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 shares sold at each separate price. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 16,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007851 · form4.xml · derivative · entry 3 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,518 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. F3 · 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 16,518 shares underlying restricted stock units of which 9,135 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 16,518 shares underlying restricted stock units relate to performance stock units that were granted on February 23, 2022 for the performance period 2022-2024. F4 · derivative.exercise_date: Not applicable. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 9,135 | $233.74 | $2,135,214.90 |
DisclosureSEC source: 0001127602-25-007851 · form4.xml · nonDerivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,062.517 F1 · kind: Vesting and distribution to reporting person of 16,518 shares underlying restricted stock units of which 9,135 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 16,518 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 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 16,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007851 · form4.xml · nonDerivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,197.517 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 16,518 shares underlying restricted stock units of which 9,135 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 16,518 shares underlying restricted stock units relate to performance stock units that were granted on February 23, 2022 for the performance period 2022-2024. F2 · balance_after: Includes 37.213 shares acquired under the Marsh & McLennan Companies Employee Stock Purchase Plan for the quarters ended December 31, 2024. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:18 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 16,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005972 · form4.xml · derivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,518 Underlying: Common Stock · 16,518 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 21:18 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 27,914 | $0.00 Strike: $230.29 | $0.00 |
DisclosureSEC source: 0001127602-25-005972 · form4.xml · derivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,914 Underlying: Common Stock · 27,914 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 |
| December 16, 2024 Filed Dec 17, 2024 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 6,024 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029561 · form4.xml · derivative · entry 3 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,024 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. F3 · 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 6,024 shares underlying restricted stock units of which 3,332 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,024 shares underlying restricted stock units were granted on December 1, 2021. F4 · derivative.exercise_date: Not applicable. F4 · derivative.expiration_date: Not applicable. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 3,332 | $215.32 | $717,429.58 |
DisclosureSEC source: 0001127602-24-029561 · form4.xml · nonDerivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,642.304 F1 · kind: Vesting and distribution to reporting person of 6,024 shares underlying restricted stock units of which 3,332 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,024 shares underlying restricted stock units were granted on December 1, 2021. Read SEC document |
| December 16, 2024 Filed Dec 17, 2024 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 6,024 | $215.32 | $1,297,057.56 |
DisclosureSEC source: 0001127602-24-029561 · form4.xml · nonDerivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,974.304 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 6,024 shares underlying restricted stock units of which 3,332 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,024 shares underlying restricted stock units were granted on December 1, 2021. F2 · balance_after: Includes 90.37 shares acquired under the Marsh & McLennan Companies Employee Stock Purchase Plan for the quarters ended March 31, June 30 and September 30, 2024. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 4,294 | $0.00 Strike: $73.20 | $0.00 |
DisclosureSEC source: 0001127602-24-009173 · form4.xml · derivative · entry 6 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,294 shares Expires 2027-02-21 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. F3 · 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 |
| March 06, 2024 Filed Mar 8, 2024 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 11,619 | $0.00 Strike: $83.05 | $0.00 |
DisclosureSEC source: 0001127602-24-009173 · form4.xml · derivative · entry 5 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,619 shares Expires 2028-02-20 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_date: These options were granted on February 21, 2018 and vested in four equal annual installments on February 21st of 2019, 2020, 2021 and 2022. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 11,619 | $203.38 | $2,363,129.15 |
DisclosureSEC source: 0001127602-24-009173 · form4.xml · nonDerivative · entry 4 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,859.934 F1 · price: This transaction was executed in multiple trades at prices ranging from $203.3849 to $203.530. The price reported represents the weighted average sale price of these trades. 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 shares sold at each separate price. Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 3,066 | $203.58 | $624,186.70 |
DisclosureSEC source: 0001127602-24-009173 · form4.xml · nonDerivative · entry 3 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,478.934 Read SEC document |
| March 06, 2024 Filed Mar 8, 2024 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 4,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009173 · form4.xml · nonDerivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,544.934 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 06, 2024 Filed Mar 8, 2024 21:01 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 11,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-009173 · form4.xml · nonDerivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,250.934 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 |
| February 28, 2024 Filed Mar 1, 2024 21:12 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 6,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007838 · form4.xml · derivative · entry 3 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,024 Underlying: Common Stock · 6,240 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. F3 · 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 6,240 shares underlying restricted stock units of which 3,452 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,240 shares underlying restricted stock units relate to 1,560 restricted stock units that were granted on February 22, 2021 and 4,680 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023. F4 · derivative.exercise_date: Not Applicable F4 · derivative.expiration_date: Not Applicable Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:12 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 3,452 | $202.99 | $700,704.22 |
DisclosureSEC source: 0001127602-24-007838 · form4.xml · nonDerivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,631.934 F1 · kind: Vesting and distribution to reporting person of 6,240 shares underlying restricted stock units of which 3,452 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,240 shares underlying restricted stock units relate to 1,560 restricted stock units that were granted on February 22, 2021 and 4,680 restricted stock units relating 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 21:12 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 6,240 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007838 · form4.xml · nonDerivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,083.934 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 6,240 shares underlying restricted stock units of which 3,452 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,240 shares underlying restricted stock units relate to 1,560 restricted stock units that were granted on February 22, 2021 and 4,680 restricted stock units relating to performance stock units that were granted on February 22, 2021 for the performance period 2021-2023. F2 · balance_after: Includes a total of 157.539 shares acquired pursuant to the Marsh & McLennan Employee Stock Purchase Plan for the quarters ended March 31, June 30, September 30 and December 31, 2023. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:34 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 4,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006669 · form4.xml · derivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,264 Underlying: Common Stock · 4,680 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 21:34 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 28,115 | $0.00 Strike: $200.47 | $0.00 |
DisclosureSEC source: 0001127602-24-006669 · form4.xml · derivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,115 Underlying: Common Stock · 28,115 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 |
| February 28, 2023 Filed Mar 2, 2023 22:00 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 7,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008423 · form4.xml · derivative · entry 3 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,584 Underlying: Common Stock · 7,171 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. F3 · 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 7,171 shares underlying restricted stock units of which 3,967 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 7,171 shares underlying restricted stock units relate to 1,403 restricted stock units that were granted on February 19, 2020, 1,560 restricted stock units that were granted on February 22, 2021 and 4,208 restricted stock units relating to performance stock units that were granted on February 19, 2020 for the performance period 2020-2022. F4 · derivative.exercise_date: Not Applicable F4 · derivative.expiration_date: Not Applicable Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 22:00 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 3,967 | $162.83 | $645,946.61 |
DisclosureSEC source: 0001127602-23-008423 · form4.xml · nonDerivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,686.395 F1 · kind: Vesting and distribution to reporting person of 7,171 shares underlying restricted stock units of which 3,967 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 7,171 shares underlying restricted stock units relate to 1,403 restricted stock units that were granted on February 19, 2020, 1,560 restricted stock units that were granted on February 22, 2021 and 4,208 restricted stock units relating to performance stock units that were granted on February 19, 2020 for the performance period 2020-2022. F2 · balance_after: Includes 181.3 shares acquired under the Marsh & McLennan Companies Employee Stock Purchase Plan for the quarters ended March 31, June 30, September 30 and December 31, 2022. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 22:00 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 7,171 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008423 · form4.xml · nonDerivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,653.395 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 7,171 shares underlying restricted stock units of which 3,967 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 7,171 shares underlying restricted stock units relate to 1,403 restricted stock units that were granted on February 19, 2020, 1,560 restricted stock units that were granted on February 22, 2021 and 4,208 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 21:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 4,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007292 · form4.xml · derivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,755 Underlying: Common Stock · 4,208 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 21:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 32,203 | $0.00 Strike: $164.15 | $0.00 |
DisclosureSEC source: 0001127602-23-007292 · form4.xml · derivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,203 Underlying: Common Stock · 32,203 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 |
| April 25, 2022 Filed Apr 26, 2022 20:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 2,950 | $169.26 | $499,311.10 |
DisclosureSEC source: 0001127602-22-012509 · form4.xml · nonDerivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,301.096 F1 · balance_after: Includes 46.067 shares acquired under the Marsh & McLennan Companies Employee Stock Purchase Plan for the quarter ended March 31, 2022. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:15 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 9,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007667 · form4.xml · derivative · entry 3 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,547 Underlying: Common Stock · 9,450 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 9,450 shares underlying restricted stock units of which 5,228 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 9,450 shares underlying restricted stock units relate to 1,653 restricted stock units that were granted on February 19, 2019, 4,835 restricted stock units relating to performance stock units that were granted on February 19, 2019 for the performance period 2019-2021, 1,402 restricted stock units that were granted on February 19, 2020 and 1,560 restricted stock units that were granted on February 22, 2021. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:15 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 5,228 | $153.99 | $805,033.58 |
DisclosureSEC source: 0001127602-22-007667 · form4.xml · nonDerivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,251.096 F1 · kind: Vesting and distribution to reporting person of 9,450 shares underlying restricted stock units of which 5,228 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 9,450 shares underlying restricted stock units relate to 1,653 restricted stock units that were granted on February 19, 2019, 4,835 restricted stock units relating to performance stock units that were granted on February 19, 2019 for the performance period 2019-2021, 1,402 restricted stock units that were granted on February 19, 2020 and 1,560 restricted stock units that were granted on February 22, 2021. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:15 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 9,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007667 · form4.xml · nonDerivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,479.096 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 9,450 shares underlying restricted stock units of which 5,228 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 9,450 shares underlying restricted stock units relate to 1,653 restricted stock units that were granted on February 19, 2019, 4,835 restricted stock units relating to performance stock units that were granted on February 19, 2019 for the performance period 2019-2021, 1,402 restricted stock units that were granted on February 19, 2020 and 1,560 restricted stock units that were granted on February 22, 2021. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 21:35 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 4,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006575 · form4.xml · derivative · entry 2 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,997 Underlying: Common Stock · 4,835 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, 2019 for the performance period 2019-2021. The performance factor for these performance stock units was determined on February 23, 2022. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 21:35 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 39,837 | $0.00 Strike: $151.37 | $0.00 |
DisclosureSEC source: 0001127602-22-006575 · form4.xml · derivative · entry 1 South Martin · CIK 0001901227 · President & CEO, Marsh 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,837 Underlying: Common Stock · 39,837 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.