Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| DXC Technology CoDXC · Entity 4594 | Director | August 20, 2019 | February 28, 2020 |
| MARSH & MCLENNAN COMPANIES, INC.MMC · Entity 1501 | President and CEO, Mercer | February 28, 2019 | March 04, 2019 |
| STATE STREET CORPSTT · Entity 242 | Director | May 20, 2026 | May 22, 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.
DXC Technology Co
Report date August 20, 2019 · Filed February 28, 2020 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,759 |
Reported balance
After 2019-08-20 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2019-08-20 · Grant · Acquired 5,900 · Balance 11,759 F1: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock. The RSUs will vest on the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. The RSUs will settle on the vesting date or, if the director has elected to defer settlement, on the date or event elected by the director. F2: This Form 4 is being amended to correct the number of RSUs awarded from 6,500 RSUs to 5,900 RSUs. F3: Amount reported includes unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock. The RSUs will vest on the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. The RSUs will settle on the vesting date or, if the director has elected to defer settlement, on the date or event elected by the director.
F2: This Form 4 is being amended to correct the number of RSUs awarded from 6,500 RSUs to 5,900 RSUs.
F3: Amount reported includes unvested RSUs.
MARSH & MCLENNAN COMPANIES, INC.
Report date February 28, 2019 · Filed March 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,215 |
Ending reported balance
After 2019-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-28 · Exercise / conversion · Acquired 19,368 · Balance 76,701 F1: Vesting and distribution to reporting person of 19,368 shares underlying restricted stock units of which 9,486 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 19,368 shares underlying restricted stock units relate to 3,489 restricted stock units that were granted on February 22, 2016, 10,153 restricted stock units relating to performance stock units that were granted on February 22, 2016 for the performance period 2016-2018, 3,017 restricted stock units that were granted on February 22, 2017 and 2,709 restricted stock units that were granted on February 21, 2018. Row 2 · 2019-02-28 · Tax withholding · Disposed 9,486 · Balance 67,215 F1: Vesting and distribution to reporting person of 19,368 shares underlying restricted stock units of which 9,486 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 19,368 shares underlying restricted stock units relate to 3,489 restricted stock units that were granted on February 22, 2016, 10,153 restricted stock units relating to performance stock units that were granted on February 22, 2016 for the performance period 2016-2018, 3,017 restricted stock units that were granted on February 22, 2017 and 2,709 restricted stock units that were granted on February 21, 2018. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 11,024 |
Reported balance
After 2019-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-02-28 · Exercise / conversion · Disposed 19,368 · Balance 11,024 F2: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1: Vesting and distribution to reporting person of 19,368 shares underlying restricted stock units of which 9,486 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 19,368 shares underlying restricted stock units relate to 3,489 restricted stock units that were granted on February 22, 2016, 10,153 restricted stock units relating to performance stock units that were granted on February 22, 2016 for the performance period 2016-2018, 3,017 restricted stock units that were granted on February 22, 2017 and 2,709 restricted stock units that were granted on February 21, 2018. F3: Not Applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting and distribution to reporting person of 19,368 shares underlying restricted stock units of which 9,486 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 19,368 shares underlying restricted stock units relate to 3,489 restricted stock units that were granted on February 22, 2016, 10,153 restricted stock units relating to performance stock units that were granted on February 22, 2016 for the performance period 2016-2018, 3,017 restricted stock units that were granted on February 22, 2017 and 2,709 restricted stock units that were granted on February 21, 2018.
F2: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.
F3: Not Applicable.
STATE STREET CORP
Report date May 20, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,404 |
Reported balance
After 2026-05-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-20 · Grant · Acquired 1,526 · Balance 15,404 F1: Payment of Director's annual stock award. F2: Includes Director's stock compensation dividend equivalents acquired through the date of this report. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of Director's annual stock award.
F2: Includes Director's stock compensation dividend equivalents acquired through the date of this report.
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 |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 22, 2026 17:08 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 1,526 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-26-000356 · wk-form4_1779469708.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,404 F1 · shares: Payment of Director's annual stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:05 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,406 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-25-000370 · wk-form4_1747425917.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,795 F1 · shares: Payment of Director's annual stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:04 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,514 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-24-000627 · wk-form4_1715976255.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,282 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 17, 2023 Filed May 19, 2023 20:25 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,849 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-23-000614 · wf-form4_168452789852377.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,659 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 18, 2022 Filed May 20, 2022 20:26 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,912 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-22-000546 · wf-form4_165307836511498.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,711 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| May 19, 2021 Filed May 21, 2021 20:45 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 2,319 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-21-000592 · wf-form4_162162988242994.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,731 F1 · shares: Payment of Director's stock award. F2 · balance_after: Includes Director's stock compensation dividend equivalents acquired through the date of this report. Read SEC document |
| March 05, 2021 Filed Mar 9, 2021 21:14 UTC | STATE STREET CORP STT · Entity 242 | GrantCommon Stock | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0000093751-21-000517 · wf-form4_161532444283875.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410 F1 · shares: Payment of prorated Director's stock award. Read SEC document |
| August 20, 2019 Filed Aug 21, 2019 22:30 UTC | DXC Technology Co DXC · Entity 4594 | GrantCommon Stock | 6,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001688568-19-000101 · wf-form4_156642660647449.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,359 F1 · shares: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock. The RSUs will vest on the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. The RSUs will settle on the vesting date or, if the director has elected to defer settlement, on the date or event elected by the director. F2 · balance_after: Amount reported includes unvested RSUs. Read SEC document |
| August 20, 2019 Filed Feb 28, 2020 21:59 UTC Amendment | DXC Technology Co DXC · Entity 4594 | GrantCommon Stock | 5,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001688568-20-000016 · wf-form4a_158292716762301.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,759 F1 · shares: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock. The RSUs will vest on the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. The RSUs will settle on the vesting date or, if the director has elected to defer settlement, on the date or event elected by the director. F2 · shares: This Form 4 is being amended to correct the number of RSUs awarded from 6,500 RSUs to 5,900 RSUs. F3 · balance_after: Amount reported includes unvested RSUs. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:46 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 19,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009476 · form4.xml · derivative · entry 3 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,024 Underlying: Common Stock · 19,368 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 19,368 shares underlying restricted stock units of which 9,486 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 19,368 shares underlying restricted stock units relate to 3,489 restricted stock units that were granted on February 22, 2016, 10,153 restricted stock units relating to performance stock units that were granted on February 22, 2016 for the performance period 2016-2018, 3,017 restricted stock units that were granted on February 22, 2017 and 2,709 restricted stock units that were granted on February 21, 2018. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:46 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 9,486 | $92.49 | $877,360.14 |
DisclosureSEC source: 0001127602-19-009476 · form4.xml · nonDerivative · entry 2 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,215 F1 · kind: Vesting and distribution to reporting person of 19,368 shares underlying restricted stock units of which 9,486 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 19,368 shares underlying restricted stock units relate to 3,489 restricted stock units that were granted on February 22, 2016, 10,153 restricted stock units relating to performance stock units that were granted on February 22, 2016 for the performance period 2016-2018, 3,017 restricted stock units that were granted on February 22, 2017 and 2,709 restricted stock units that were granted on February 21, 2018. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:46 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 19,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009476 · form4.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,701 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 19,368 shares underlying restricted stock units of which 9,486 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 19,368 shares underlying restricted stock units relate to 3,489 restricted stock units that were granted on February 22, 2016, 10,153 restricted stock units relating to performance stock units that were granted on February 22, 2016 for the performance period 2016-2018, 3,017 restricted stock units that were granted on February 22, 2017 and 2,709 restricted stock units that were granted on February 21, 2018. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:04 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 10,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007524 · form4.xml · derivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,545 Underlying: Common Stock · 10,153 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 relate to performance stock units that were granted on February 22, 2016 for the performance period 2016-2018. The performance factor for these performance stock units was determined on February 19, 2019. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| September 12, 2018 Filed Feb 12, 2019 21:20 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GiftCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005368 · form5.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,333 Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 23:47 UTC | DXC Technology Co DXC · Entity 4594 | GrantCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001688568-18-000098 · wf-form4_153498161652481.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,859 F1 · shares: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock. The RSUs will vest on the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. The RSUs will settle on the vesting date or, if the director has elected to defer settlement, on the date or event elected by the director. F2 · balance_after: Amount reported includes unvested RSUs. F3 · balance_after: Pursuant to the anti-dilution provisions of the registrant's 2017 Non-Employee Director Incentive Plan, the amount of securities beneficially owned has been adjusted in connection with the spin-off of the registrant's United States Public Sector business. A conversion ratio of 0.8649 was applied to the August 15, 2017 award of 2,300 RSUs (the "2017 Award") that remained unvested at the time of the spin-off. As a result, the reporting person received 359 additional RSUs. The 2017 Award vested in full on August 15, 2018. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 21:55 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 10,911 | $81.87 | $893,272.66 |
DisclosureSEC source: 0001127602-18-010590 · form4.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,083 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, 2018 Filed Mar 2, 2018 21:20 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 21,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009666 · form4.xml · derivative · entry 3 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,392 Underlying: Common Stock · 21,385 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 21,385 shares underlying restricted stock units of which 10,474 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 21,385 shares underlying restricted stock units relate to 3,299 restricted stock units that were granted on February 23, 2015, 11,580 restricted stock units relating to performance stock units that were granted on February 23, 2015 for the performance period 2015-2017, 3,489 restricted stock units that were granted on February 22, 2016 and 3,017 restricted stock units that were granted on February 22, 2017. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:20 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 10,474 | $84.87 | $888,928.38 |
DisclosureSEC source: 0001127602-18-009666 · form4.xml · nonDerivative · entry 2 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,994 F1 · kind: Vesting and distribution to reporting person of 21,385 shares underlying restricted stock units of which 10,474 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 21,385 shares underlying restricted stock units relate to 3,299 restricted stock units that were granted on February 23, 2015, 11,580 restricted stock units relating to performance stock units that were granted on February 23, 2015 for the performance period 2015-2017, 3,489 restricted stock units that were granted on February 22, 2016 and 3,017 restricted stock units that were granted on February 22, 2017. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:20 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 21,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009666 · form4.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,468 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 21,385 shares underlying restricted stock units of which 10,474 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 21,385 shares underlying restricted stock units relate to 3,299 restricted stock units that were granted on February 23, 2015, 11,580 restricted stock units relating to performance stock units that were granted on February 23, 2015 for the performance period 2015-2017, 3,489 restricted stock units that were granted on February 22, 2016 and 3,017 restricted stock units that were granted on February 22, 2017. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 11,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008053 · form4.xml · derivative · entry 3 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,777 Underlying: Common Stock · 11,580 shares Expires not disclosed F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F5 · kind: These restricted stock units relate to performance stock units that were granted on February 23, 2015 for the performance period 2015-2017. The performance factor for these performance stock units was determined on February 21, 2018. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 8,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008053 · form4.xml · derivative · entry 2 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,197 Underlying: Common Stock · 8,129 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 vest in three equal annual installments on February 28th of 2019, 2020 and 2021. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 73,811 | $0.00 Strike: $83.05 | $0.00 |
DisclosureSEC source: 0001127602-18-008053 · form4.xml · derivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,811 Underlying: Common Stock · 73,811 shares Expires 2028-02-20 F1 · derivative.exercise_date: These options were granted on February 21, 2018 and vest in four equal annual installments on February 21st of 2019, 2020, 2021 and 2022. Read SEC document |
| December 22, 2017 Filed Feb 12, 2018 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005165 · form5.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,083 Read SEC document |
| August 15, 2017 Filed Aug 17, 2017 20:43 UTC | DXC Technology Co DXC · Entity 4594 | GrantCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001688568-17-000192 · wf-form4_150300261155866.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 F1 · shares: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle on the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. F1 · price: Award of restricted stock units (RSUs). Each RSU entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle on the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. F2 · balance_after: Amount reported includes unvested RSUs. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 20:55 UTC | DXC Technology Co DXC · Entity 4594 | Exercise / conversionRestricted Stock Units · Derivative | 900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001688568-17-000173 · wf-form4_150274413499744.xml · derivative · entry 2 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 900 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. F1 · derivative.exercise_date: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs vested and settled at the annual meeting of stockholders held on August 10, 2017. F1 · derivative.expiration_date: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs vested and settled at the annual meeting of stockholders held on August 10, 2017. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 20:55 UTC | DXC Technology Co DXC · Entity 4594 | Exercise / conversionCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001688568-17-000173 · wf-form4_150274413499744.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 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 · price: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs vested and settled at the annual meeting of stockholders held on August 10, 2017. Read SEC document |
| August 01, 2017 Filed Aug 2, 2017 20:39 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 12,739 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-024742 · form4.xml · derivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,068 Underlying: Common Stock · 12,739 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 on August 15, 2020. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| May 15, 2017 Filed May 17, 2017 21:54 UTC | DXC Technology Co DXC · Entity 4594 | GrantRestricted Stock Units · Derivative | 900 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001688568-17-000076 · wf-form4_149505803109875.xml · derivative · entry 1 Portalatin Julio A · CIK 0001541365 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900 Underlying: Common Stock · 900 shares Expires not disclosed F1 · derivative.exercise_date: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. F1 · derivative.expiration_date: Each Restricted Stock Unit (RSU) entitles the reporting person to receive one share of common stock upon the vesting date. The RSUs will vest and settle the earlier of (i) one year from the grant date, or (ii) at the next annual meeting of stockholders. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 23,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009713 · form4.xml · derivative · entry 3 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,329 Underlying: Common Stock · 23,560 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 23,560 shares underlying restricted stock units of which 12,218 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 23,560 shares underlying restricted stock units relate to 3,646 restricted stock units that were granted on February 24, 2014, 13,126 restricted stock units relating to performance stock units that were granted on February 24, 2014 for the performance period 2014-2016, 3,299 restricted stock units that were granted on February 23, 2015, and 3,489 restricted stock units that were granted on February 22, 2016. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 12,218 | $73.28 | $895,335.04 |
DisclosureSEC source: 0001127602-17-009713 · form4.xml · nonDerivative · entry 2 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,583 F1 · kind: Vesting and distribution to reporting person of 23,560 shares underlying restricted stock units of which 12,218 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 23,560 shares underlying restricted stock units relate to 3,646 restricted stock units that were granted on February 24, 2014, 13,126 restricted stock units relating to performance stock units that were granted on February 24, 2014 for the performance period 2014-2016, 3,299 restricted stock units that were granted on February 23, 2015, and 3,489 restricted stock units that were granted on February 22, 2016. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 23,560 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009713 · form4.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,801 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 23,560 shares underlying restricted stock units of which 12,218 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 23,560 shares underlying restricted stock units relate to 3,646 restricted stock units that were granted on February 24, 2014, 13,126 restricted stock units relating to performance stock units that were granted on February 24, 2014 for the performance period 2014-2016, 3,299 restricted stock units that were granted on February 23, 2015, and 3,489 restricted stock units that were granted on February 22, 2016. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 13,126 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008219 · form4.xml · derivative · entry 3 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,889 Underlying: Common Stock · 13,126 shares Expires not disclosed F2 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F5 · kind: These restricted stock units relate to performance stock units that were granted on February 24, 2014 for the performance period 2014-2016. The performance factor for these performance stock units was determined on February 22, 2017. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 9,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-008219 · form4.xml · derivative · entry 2 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,763 Underlying: Common Stock · 9,052 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 vest in three equal annual installments on February 28th of 2018, 2019 and 2020. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 21:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 88,275 | $0.00 Strike: $73.20 | $0.00 |
DisclosureSEC source: 0001127602-17-008219 · form4.xml · derivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,275 Underlying: Common Stock · 88,275 shares Expires 2027-02-21 F1 · derivative.exercise_date: These options were granted on February 22, 2017 and vest in four equal annual installments on February 22nd of 2018, 2019, 2020 and 2021. Read SEC document |
| December 22, 2016 Filed Feb 13, 2017 21:37 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GiftCommon Stock | 2,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005448 · form5.xml · nonDerivative · entry 1 Portalatin Julio A · CIK 0001541365 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,241 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.