Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lazard, Inc.LAZ · Entity 4031 | Director | June 01, 2026 | June 03, 2026 |
| MARSH & MCLENNAN COMPANIES, INC.MRSH · Entity 1501 | Director | June 01, 2026 | June 03, 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.
Lazard, Inc.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 8,669 |
Reported balance
After 2026-06-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 3,777 · Balance 8,669 F1: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement.
F2: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc.
MARSH & MCLENNAN COMPANIES, INC.
Report date June 01, 2026 · Filed June 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,349.82 |
Reported balance
After 2026-06-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 1,349.82 · Balance 1,349.82 F1: Annual stock award of 1,349 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. |
| Common StockSEC Table I · non-derivative | Direct | 1,246 |
Reported balance
After 2026-06-01 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-06-01 · Tax withholding · Disposed 103.39 · Balance 1,246 F2: Reflects shares withheld to cover applicable taxes on shares acquired with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F3: The total reflects the reporting person's receipt of cash in lieu of a fractional share. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual stock award of 1,349 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.
F2: Reflects shares withheld to cover applicable taxes on shares acquired with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.
F3: The total reflects the reporting person's receipt of cash in lieu of a fractional share.
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 |
|---|---|---|---|---|---|---|
| June 01, 2026 Filed Jun 3, 2026 20:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Tax withholdingCommon Stock | 103.39 | $159.28 | $16,467.96 |
DisclosureSEC source: 0000062709-26-000151 · form4.xml · nonDerivative · entry 2 Harrison Peter · CIK 0002059823 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,246 F2 · kind: Reflects shares withheld to cover applicable taxes on shares acquired with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F3 · balance_after: The total reflects the reporting person's receipt of cash in lieu of a fractional share. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantCommon Stock | 1,349.82 | $159.28 | $214,999.33 |
DisclosureSEC source: 0000062709-26-000151 · form4.xml · nonDerivative · entry 1 Harrison Peter · CIK 0002059823 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,349.82 F1 · kind: Annual stock award of 1,349 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 16:38 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 3,777 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-040425 · wk-form4_1780519134.xml · derivative · entry 1 Harrison Peter · CIK 0002059823 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,669 Underlying: Common Stock · 3,777 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.exercise_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.expiration_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 17:50 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 3,992 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029431 · wk-form4_1749073840.xml · derivative · entry 1 Harrison Peter · CIK 0002059823 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,892 Underlying: Common Stock · 3,992 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.exercise_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.expiration_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 16:49 UTC | Lazard, Inc. LAZ · Entity 4031 | GrantDeferred Stock Units · Derivative | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-015176 · wk-form4_1743108590.xml · derivative · entry 1 Harrison Peter · CIK 0002059823 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 900 Underlying: Common Stock · 900 shares Expires not disclosed F1 · security: Deferred Stock Units ("DSUs") were awarded under Lazard, Inc.'s 2018 Incentive Compensation Plan, as amended, as part of the Non-Executive Director Compensation arrangement. F2 · derivative.exercise_price: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.exercise_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. F2 · derivative.expiration_date: The DSUs will be converted into Common Stock on a one-for-one basis following the date that the reporting person resigns from, or otherwise ceases to be a member of, the Board of Directors of Lazard, Inc. 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.