Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARSH & MCLENNAN COMPANIES, INC.MRSH · Entity 1501 | President and CEO, Mercer | May 01, 2026 | May 01, 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 May 01, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 19,761 |
Reported balance
After 2026-05-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-01 · Grant · Acquired 14,907 · Balance 19,761 F1: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2: These restricted stock units vest in three equal annual installments on May 15, 2027, 2028 and 2029. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.
F2: These restricted stock units vest in three equal annual installments on May 15, 2027, 2028 and 2029.
F3: Not applicable.
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 01, 2026 Filed May 1, 2026 20:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantRestricted Stock Units · Derivative | 14,907 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000101 · form4.xml · derivative · entry 1 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,761 Underlying: Common Stock · 14,907 shares Expires not disclosed F1 · derivative.exercise_price: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: These restricted stock units vest in three equal annual installments on May 15, 2027, 2028 and 2029. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:10 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 1,228 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000073 · form4.xml · derivative · entry 3 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,854 Underlying: Common Stock · 1,228 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 1,228 shares underlying restricted stock units of which 627 shares were withheld by Marsh & McLennan Companies to cover applicable taxes. These 1,228 shares underlying restricted stock units were granted on March 1, 2023. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:10 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Tax withholdingCommon Stock | 627 | $172.15 | $107,938.05 |
DisclosureSEC source: 0000062709-26-000073 · form4.xml · nonDerivative · entry 2 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,256 F1 · kind: Vesting and distribution to reporting person of 1,228 shares underlying restricted stock units of which 627 shares were withheld by Marsh & McLennan Companies to cover applicable taxes. These 1,228 shares underlying restricted stock units were granted on March 1, 2023. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 20:10 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Exercise / conversionCommon Stock | 1,228 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000073 · form4.xml · nonDerivative · entry 1 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,883 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 1,228 shares underlying restricted stock units of which 627 shares were withheld by Marsh & McLennan Companies to cover applicable taxes. These 1,228 shares underlying restricted stock units were granted on March 1, 2023. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 2,219 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000052 · form4.xml · derivative · entry 3 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,082 Underlying: Common Stock · 2,219 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 2,219 shares underlying restricted stock units of which 1,134 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,219 shares underlying restricted stock units relate to 610 restricted stock units that were granted on February 23, 2023 and 1,609 restricted stock units relating to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. F3 · derivative.exercise_date: Not applicable. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 21:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Tax withholdingCommon Stock | 1,139 | $186.74 | $212,696.86 |
DisclosureSEC source: 0000062709-26-000052 · form4.xml · nonDerivative · entry 2 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,655 F1 · kind: Vesting and distribution to reporting person of 2,219 shares underlying restricted stock units of which 1,134 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,219 shares underlying restricted stock units relate to 610 restricted stock units that were granted on February 23, 2023 and 1,609 restricted stock units relating 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 21:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | Exercise / conversionCommon Stock | 2,219 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000052 · form4.xml · nonDerivative · entry 1 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,794 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 2,219 shares underlying restricted stock units of which 1,134 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,219 shares underlying restricted stock units relate to 610 restricted stock units that were granted on February 23, 2023 and 1,609 restricted stock units relating to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:11 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantRestricted Stock Units · Derivative | 1,609 | $0.00 | $0.00 |
DisclosureSEC source: 0000062709-26-000038 · form4.xml · derivative · entry 2 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,301 Underlying: Common Stock · 1,609 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 21:11 UTC | MARSH & MCLENNAN COMPANIES, INC. MRSH · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 28,586 | $0.00 Strike: $176.99 | $0.00 |
DisclosureSEC source: 0000062709-26-000038 · form4.xml · derivative · entry 1 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,586 Underlying: Common Stock · 28,586 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 17, 2025 Filed Mar 18, 2025 20:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009747 · form4.xml · derivative · entry 3 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,692 Underlying: Common Stock · 1,227 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 1,227 shares underlying restricted stock units of which 627 shares were withheld by Marsh & McLennan Companies to cover applicable taxes. These 1,227 shares underlying restricted stock units were granted on March 1, 2023. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 627 | $230.60 | $144,583.07 |
DisclosureSEC source: 0001127602-25-009747 · form4.xml · nonDerivative · entry 2 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,575 F1 · kind: Vesting and distribution to reporting person of 1,227 shares underlying restricted stock units of which 627 shares were withheld by Marsh & McLennan Companies to cover applicable taxes. These 1,227 shares underlying restricted stock units were granted on March 1, 2023. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 20:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009747 · form4.xml · nonDerivative · entry 1 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,202 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 1,227 shares underlying restricted stock units of which 627 shares were withheld by Marsh & McLennan Companies to cover applicable taxes. These 1,227 shares underlying restricted stock units were granted on March 1, 2023. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 2,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007868 · form4.xml · derivative · entry 3 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,919 Underlying: Common Stock · 2,812 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 2,812 shares underlying restricted stock units of which 1,437 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,812 shares underlying restricted stock units relate to 551 restricted stock units that were granted on February 23, 2022, 609 restricted stock units that were granted on February 23, 2023 and 1,652 restricted stock units relating to performance stock units that were granted on February 23, 2022 for the performance period 2022-2024. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 1,437 | $233.74 | $335,884.38 |
DisclosureSEC source: 0001127602-25-007868 · form4.xml · nonDerivative · entry 2 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,975 F1 · kind: Vesting and distribution to reporting person of 2,812 shares underlying restricted stock units of which 1,437 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,812 shares underlying restricted stock units relate to 551 restricted stock units that were granted on February 23, 2022, 609 restricted stock units that were granted on February 23, 2023 and 1,652 restricted stock units relating 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 21:13 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 2,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007868 · form4.xml · nonDerivative · entry 1 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,412 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 2,812 shares underlying restricted stock units of which 1,437 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,812 shares underlying restricted stock units relate to 551 restricted stock units that were granted on February 23, 2022, 609 restricted stock units that were granted on February 23, 2023 and 1,652 restricted stock units relating to performance stock units that were granted on February 23, 2022 for the performance period 2022-2024. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:18 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 1,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-005974 · form4.xml · derivative · entry 2 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,731 Underlying: Common Stock · 1,652 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 | 20,064 | $0.00 Strike: $230.29 | $0.00 |
DisclosureSEC source: 0001127602-25-005974 · form4.xml · derivative · entry 1 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,064 Underlying: Common Stock · 20,064 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 |
| April 01, 2024 Filed Apr 3, 2024 20:03 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 4,854 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-012147 · form4.xml · derivative · entry 1 Tomlinson Patrick · CIK 0002016426 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,079 Underlying: Common Stock · 4,854 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 April 15, 2027. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. 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.