Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARSH & MCLENNAN COMPANIES, INC.MRSH · Entity 1501 | Vice President and Controller | February 28, 2026 | March 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.
MARSH & MCLENNAN COMPANIES, INC.
Report date February 28, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,151.098 |
Ending reported balance
After 2026-02-28 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-28 · Exercise / conversion · Acquired 2,723 · Balance 5,428.098 F1: Vesting and distribution to reporting person of 2,723 shares underlying restricted stock units of which 1,277 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,723 shares underlying restricted stock units relate to 508 restricted stock units that were granted on February 23, 2023, 457 restricted stock units that were granted on February 22, 2024, 416 restricted stock units that were granted on February 18, 2025 and 1,342 restricted stock units relating to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. Row 2 · 2026-02-28 · Tax withholding · Disposed 1,277 · Balance 4,151.098 F1: Vesting and distribution to reporting person of 2,723 shares underlying restricted stock units of which 1,277 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,723 shares underlying restricted stock units relate to 508 restricted stock units that were granted on February 23, 2023, 457 restricted stock units that were granted on February 22, 2024, 416 restricted stock units that were granted on February 18, 2025 and 1,342 restricted stock units relating to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,916 |
Reported balance
After 2026-02-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-28 · Exercise / conversion · Disposed 2,723 · Balance 2,916 F2: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1: Vesting and distribution to reporting person of 2,723 shares underlying restricted stock units of which 1,277 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,723 shares underlying restricted stock units relate to 508 restricted stock units that were granted on February 23, 2023, 457 restricted stock units that were granted on February 22, 2024, 416 restricted stock units that were granted on February 18, 2025 and 1,342 restricted stock units relating to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025. F3: Not applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting and distribution to reporting person of 2,723 shares underlying restricted stock units of which 1,277 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,723 shares underlying restricted stock units relate to 508 restricted stock units that were granted on February 23, 2023, 457 restricted stock units that were granted on February 22, 2024, 416 restricted stock units that were granted on February 18, 2025 and 1,342 restricted stock units relating to performance stock units that were granted on February 23, 2023 for the performance period 2023-2025.
F2: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.
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 |
|---|---|---|---|---|---|---|
| March 05, 2019 Filed Mar 7, 2019 21:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 1,245 | $92.60 | $115,284.14 |
DisclosureSEC source: 0001127602-19-010424 · form4.xml · nonDerivative · entry 1 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,923.048 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, 2019 Filed Mar 4, 2019 21:59 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 2,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009528 · form4.xml · derivative · entry 3 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,769 Underlying: Common Stock · 2,022 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 2,022 shares underlying restricted stock units of which 777 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,022 shares underlying restricted stock units relate to 509 restricted stock units that were granted on February 22, 2016, 911 restricted stock units that were granted on February 22, 2017 and 602 restricted stock units that were granted on February 21, 2018. F3 · derivative.exercise_date: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F4 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:59 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 777 | $92.49 | $71,864.73 |
DisclosureSEC source: 0001127602-19-009528 · form4.xml · nonDerivative · entry 2 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,168.048 F1 · kind: Vesting and distribution to reporting person of 2,022 shares underlying restricted stock units of which 777 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,022 shares underlying restricted stock units relate to 509 restricted stock units that were granted on February 22, 2016, 911 restricted stock units that were granted on February 22, 2017 and 602 restricted stock units that were granted on February 21, 2018. Read SEC document |
| February 28, 2019 Filed Mar 4, 2019 21:59 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 2,022 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-009528 · form4.xml · nonDerivative · entry 1 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,945.048 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 2,022 shares underlying restricted stock units of which 777 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 2,022 shares underlying restricted stock units relate to 509 restricted stock units that were granted on February 22, 2016, 911 restricted stock units that were granted on February 22, 2017 and 602 restricted stock units that were granted on February 21, 2018. F2 · balance_after: Includes dividend reinvestment shares acquired on May 15, 2018, August 15, 2018, November 15, 2018 and February 15, 2019. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 1,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-007520 · form4.xml · derivative · entry 2 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,791 Underlying: Common Stock · 1,653 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 2020, 2021 and 2022. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 21:02 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 4,207 | $0.00 Strike: $90.79 | $0.00 |
DisclosureSEC source: 0001127602-19-007520 · form4.xml · derivative · entry 1 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,207 Underlying: Common Stock · 4,207 shares Expires 2029-02-18 F1 · derivative.exercise_date: These options were granted on February 19, 2019 and vest in four equal annual installments on February 19th of 2020, 2021, 2022 and 2023. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 21:54 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 1,145 | $82.95 | $94,972.03 |
DisclosureSEC source: 0001127602-18-010589 · form4.xml · nonDerivative · entry 1 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,923.028 Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:17 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009660 · form4.xml · derivative · entry 3 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,138 Underlying: Common Stock · 1,860 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 1,860 shares underlying restricted stock units of which 715 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 1,860 shares underlying restricted stock units relate to 440 restricted stock units that were granted on February 23, 2015, 509 restricted stock units that were granted on February 22, 2016 and 911 restricted stock units that were granted on February 22, 2017. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:17 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 715 | $84.87 | $60,682.05 |
DisclosureSEC source: 0001127602-18-009660 · form4.xml · nonDerivative · entry 2 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,068.028 F1 · kind: Vesting and distribution to reporting person of 1,860 shares underlying restricted stock units of which 715 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 1,860 shares underlying restricted stock units relate to 440 restricted stock units that were granted on February 23, 2015, 509 restricted stock units that were granted on February 22, 2016 and 911 restricted stock units that were granted on February 22, 2017. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 21:17 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-009660 · form4.xml · nonDerivative · entry 1 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,783.028 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 1,860 shares underlying restricted stock units of which 715 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 1,860 shares underlying restricted stock units relate to 440 restricted stock units that were granted on February 23, 2015, 509 restricted stock units that were granted on February 22, 2016 and 911 restricted stock units that were granted on February 22, 2017. F2 · balance_after: Includes dividend reinvestment shares acquired on February 15, 2018. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 21:16 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 1,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008056 · form4.xml · derivative · entry 2 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,998 Underlying: Common Stock · 1,807 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 21:16 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 4,101 | $0.00 Strike: $83.05 | $0.00 |
DisclosureSEC source: 0001127602-18-008056 · form4.xml · derivative · entry 1 Mills Stacy · CIK 0001726937 · Vice President and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,101 Underlying: Common Stock · 4,101 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.