Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARSH & MCLENNAN COMPANIES, INC.MMC · Entity 1501 | Director | May 15, 2025 | May 15, 2025 |
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 15, 2025 · Filed May 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,985.897 |
Ending reported balance
After 2025-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-05-15 · Grant · Acquired 157.51 · Balance 43,997.457 F1: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. Row 2 · 2025-05-15 · Tax withholding · Disposed 11.56 · Balance 43,985.897 F2: Reflects shares withheld to cover applicable taxes on award received under the Marsh & McLennan Companies Directors Stock Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.
F2: Reflects shares withheld to cover applicable taxes on award received under the Marsh & McLennan Companies Directors Stock Compensation Plan.
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 |
|---|---|---|---|---|---|---|
| November 15, 2021 Filed Nov 16, 2021 21:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 219.7 | $166.02 | $36,473.50 |
DisclosureSEC source: 0001127602-21-029304 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,935.861 F1 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F2 · balance_after: Includes a total of 49.51 shares acquired pursuant to the Marsh & McLennan dividend reinvestment plan on November 15, 2021. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 0.46 | $151.53 | $69.70 |
DisclosureSEC source: 0001127602-21-024999 · form4.xml · nonDerivative · entry 2 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,666.651 F2 · kind: Reflects shares withheld to cover applicable taxes on award received under the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| September 07, 2021 Filed Sep 8, 2021 20:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 24.74 | $151.53 | $3,748.73 |
DisclosureSEC source: 0001127602-21-024999 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,667.111 F1 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| August 13, 2021 Filed Aug 17, 2021 20:08 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 247.87 | $151.53 | $37,558.50 |
DisclosureSEC source: 0001127602-21-023852 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,642.371 F1 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F2 · balance_after: Includes a total of 53.766 shares acquired pursuant to the Marsh & McLennan dividend reinvestment plan on August 12, 2021. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:24 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 67.11 | $138.12 | $9,268.90 |
DisclosureSEC source: 0001127602-21-018977 · form4.xml · nonDerivative · entry 2 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,340.735 F2 · kind: Reflects shares withheld to cover applicable taxes on award received on June 1, 2021 under the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 20:24 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 1,375.67 | $138.12 | $190,000.66 |
DisclosureSEC source: 0001127602-21-018977 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,407.845 F1 · kind: Annual stock award of 1,375.67 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| May 15, 2021 Filed May 18, 2021 20:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 250.3 | $134.84 | $33,750.45 |
DisclosureSEC source: 0001127602-21-017173 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,032.175 F1 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F2 · balance_after: Includes a total of 47.843 shares acquired pursuant to the Marsh & McLennan dividend reinvestment plan on May 14, 2021. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:47 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 4.49 | $112.48 | $505.01 |
DisclosureSEC source: 0001127602-21-006247 · form4.xml · nonDerivative · entry 2 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,734.032 F3 · kind: Reflects shares withheld to cover applicable taxes on shares acquired with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 21:47 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 300.07 | $112.48 | $33,750.37 |
DisclosureSEC source: 0001127602-21-006247 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,738.522 F1 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F2 · balance_after: Includes a total of 56.037 shares acquired pursuant to the Marsh & McLennan dividend reinvestment plan on February 12, 2021. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:11 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 366.94 | $113.40 | $41,609.16 |
DisclosureSEC source: 0001127602-20-029236 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,382.415 F1 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F2 · balance_after: Includes a total of 54.113 shares acquired pursuant to the Marsh & McLennan dividend reinvestment plan on November 13, 2020. Read SEC document |
| August 15, 2020 Filed Aug 18, 2020 20:03 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 288.67 | $116.92 | $33,749.85 |
DisclosureSEC source: 0001127602-20-023780 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,961.362 F1 · kind: Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F2 · balance_after: Includes a total of 51.068 shares acquired pursuant to the Marsh & McLennan dividend reinvestment plan on August 14, 2020. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:00 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 133.18 | $105.60 | $14,063.14 |
DisclosureSEC source: 0001127602-20-018675 · form4.xml · nonDerivative · entry 2 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,621.624 F3 · kind: Reflects shares withheld to cover applicable taxes on award received on June 1, 2020 under the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| June 01, 2020 Filed Jun 3, 2020 20:00 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 1,657.28 | $105.60 | $175,000.48 |
DisclosureSEC source: 0001127602-20-018675 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,754.804 F1 · kind: Annual stock award of 1,657.28 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F2 · balance_after: Includes a total of 197.68 shares acquired pursuant to the Marsh & McLennan dividend reinvestment plan from August 15, 2019 through May 15, 2020. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 20:03 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 147.4 | $95.41 | $14,062.70 |
DisclosureSEC source: 0001127602-19-020689 · form4.xml · nonDerivative · entry 2 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,899.844 F3 · kind: Reflects shares withheld to cover applicable taxes on award received on June 1, 2019 under the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| June 01, 2019 Filed Jun 4, 2019 20:03 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 1,834.29 | $95.41 | $175,000.44 |
DisclosureSEC source: 0001127602-19-020689 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,047.244 F1 · kind: Annual stock award of 1,834.29 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F2 · balance_after: Includes a total of 185.834 shares acquired pursuant to the Marsh & McLennan dividend reinvestment plan from August 15, 2018 through May 15, 2019. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:20 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 191.27 | $80.45 | $15,387.67 |
DisclosureSEC source: 0001127602-18-020014 · form4.xml · nonDerivative · entry 2 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,027.12 F3 · kind: Reflects shares withheld to cover applicable taxes on award received on June 1, 2018 under the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| June 01, 2018 Filed Jun 5, 2018 20:20 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 2,175.26 | $80.45 | $174,999.67 |
DisclosureSEC source: 0001127602-18-020014 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,218.39 F1 · kind: Annual stock award of 2,175.26 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F2 · balance_after: Includes a total of 149.341 shares acquired pursuant to the Marsh & McLennan dividend reinvestment plan from August 15, 2017 through May 16, 2018. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 20:29 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 188.38 | $77.46 | $14,591.91 |
DisclosureSEC source: 0001127602-17-020330 · form4.xml · nonDerivative · entry 2 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,893.789 F3 · kind: Reflects shares withheld to cover applicable taxes on award received on June 1, 2017 under the Marsh & McLennan Companies Directors Stock Compensation Plan. Read SEC document |
| June 01, 2017 Filed Jun 2, 2017 20:29 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantCommon Stock | 2,065.58 | $77.46 | $159,999.83 |
DisclosureSEC source: 0001127602-17-020330 · form4.xml · nonDerivative · entry 1 FANJUL OSCAR · CIK 0001194447 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,082.169 F1 · kind: Annual stock award of 2,065.58 shares pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan. F2 · balance_after: Includes a total of 109.49 shares acquired pursuant to the Marsh & McLennan dividend reinvestment plan from August 15, 2016 through May 15, 2017. 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.