Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MARSH & MCLENNAN COMPANIES, INC.MMC · Entity 1501 | President and CEO, Mercer | March 05, 2024 | March 06, 2024 |
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 March 05, 2024 · Filed March 06, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,979 |
Reported balance
After 2024-03-05 transaction · row 1
1 source rowRow 1 · 2024-03-05 · Sale · Disposed 9,128 · Balance 9,979 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.62 to $201.74. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1). |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.62 to $201.74. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1).
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, 2024 Filed Mar 6, 2024 21:05 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 9,128 | $201.63 | $1,840,435.74 |
DisclosureSEC source: 0001127602-24-008786 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,979 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $201.62 to $201.74. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (1). Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 20,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007827 · form4.xml · derivative · entry 3 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,422 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 20,422 shares underlying restricted stock units of which 11,294 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 20,422 shares underlying restricted stock units relate to performance stock units that were granted on February 21, 2021 for the performance period 2021-2023. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 11,294 | $202.99 | $2,292,512.59 |
DisclosureSEC source: 0001127602-24-007827 · form4.xml · nonDerivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,107 F1 · kind: Vesting and distribution to reporting person of 20,422 shares underlying restricted stock units of which 11,294 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 20,422 shares underlying restricted stock units relate to performance stock units that were granted on February 21, 2021 for the performance period 2021-2023. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:07 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 20,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-007827 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,401 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 20,422 shares underlying restricted stock units of which 11,294 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 20,422 shares underlying restricted stock units relate to performance stock units that were granted on February 21, 2021 for the performance period 2021-2023. Read SEC document |
| February 22, 2024 Filed Feb 23, 2024 21:38 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 20,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-006676 · form4.xml · derivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,422 Underlying: Common Stock · 20,422 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, 2021 for the performance period 2021-2023. The performance factor for these performance stock units was determined on February 22, 2024. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:55 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 16,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008418 · form4.xml · derivative · entry 3 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,826 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: This security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 16,826 shares underlying restricted stock units of which 9,305 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 16,826 shares underlying restricted stock units relate to performance stock units that were granted on February 19, 2020 for the performance period 2020-2022. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:55 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 9,305 | $162.83 | $1,515,133.15 |
DisclosureSEC source: 0001127602-23-008418 · form4.xml · nonDerivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,979 F1 · kind: Vesting and distribution to reporting person of 16,826 shares underlying restricted stock units of which 9,305 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 16,826 shares underlying restricted stock units relate to performance stock units that were granted on February 19, 2020 for the performance period 2020-2022. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:55 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 16,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008418 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,284 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 16,826 shares underlying restricted stock units of which 9,305 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 16,826 shares underlying restricted stock units relate to performance stock units that were granted on February 19, 2020 for the performance period 2020-2022. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:21 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 16,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007313 · form4.xml · derivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,826 Underlying: Common Stock · 16,826 shares Expires not disclosed F2 · derivative.exercise_price: This 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 19, 2020 for the performance period 2020-2022. The performance factor for these performance stock units was determined on February 23, 2023. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:21 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 31,010 | $0.00 Strike: $164.15 | $0.00 |
DisclosureSEC source: 0001127602-23-007313 · form4.xml · derivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,010 Underlying: Common Stock · 31,010 shares Expires 2033-02-22 F1 · derivative.exercise_date: These options were granted on February 23, 2023 and vest in four equal annual installments on February 23rd of 2024, 2025, 2026 and 2027. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 20:32 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 4,797 | $158.28 | $759,269.16 |
DisclosureSEC source: 0001127602-22-010029 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,458 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 10,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009774 · form4.xml · derivative · entry 3 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,733 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: This security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 10,733 shares underlying restricted stock units of which 5,936 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 10,733 shares underlying restricted stock units were granted on March 1, 2019. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 5,936 | $150.76 | $894,911.36 |
DisclosureSEC source: 0001127602-22-009774 · form4.xml · nonDerivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,255 F1 · kind: Vesting and distribution to reporting person of 10,733 shares underlying restricted stock units of which 5,936 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 10,733 shares underlying restricted stock units were granted on March 1, 2019. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 10,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009774 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,191 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 10,733 shares underlying restricted stock units of which 5,936 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 10,733 shares underlying restricted stock units were granted on March 1, 2019. Read SEC document |
| March 04, 2022 Filed Mar 8, 2022 21:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 5,621 | $155.00 | $871,255.00 |
DisclosureSEC source: 0001127602-22-008563 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,458 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, 2022 Filed Mar 2, 2022 21:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 12,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007703 · form4.xml · derivative · entry 3 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,733 Underlying: Common Stock · 12,577 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: This security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 12,577 shares underlying restricted stock units of which 6,956 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 12,577 shares underlying restricted stock units relate to 1,836 restricted stock units that were granted on February 19, 2019 and 10,741 restricted stock units relating to performance stock units that were granted on February 19, 2019 for the performance period 2019-2021. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 6,956 | $153.99 | $1,071,119.66 |
DisclosureSEC source: 0001127602-22-007703 · form4.xml · nonDerivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,079 F1 · kind: Vesting and distribution to reporting person of 12,577 shares underlying restricted stock units of which 6,956 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 12,577 shares underlying restricted stock units relate to 1,836 restricted stock units that were granted on February 19, 2019 and 10,741 restricted stock units relating to performance stock units that were granted on February 19, 2019 for the performance period 2019-2021. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 21:27 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 12,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-007703 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,035 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 12,577 shares underlying restricted stock units of which 6,956 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 12,577 shares underlying restricted stock units relate to 1,836 restricted stock units that were granted on February 19, 2019 and 10,741 restricted stock units relating to performance stock units that were granted on February 19, 2019 for the performance period 2019-2021. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 21:46 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 10,741 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-006587 · form4.xml · derivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,310 Underlying: Common Stock · 10,741 shares Expires not disclosed F2 · derivative.exercise_price: This 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 19, 2019 for the performance period 2019-2021. The performance factor for these performance stock units was determined on February 23, 2022. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 23, 2022 Filed Feb 24, 2022 21:46 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 39,837 | $0.00 Strike: $151.37 | $0.00 |
DisclosureSEC source: 0001127602-22-006587 · form4.xml · derivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,837 Underlying: Common Stock · 39,837 shares Expires 2032-02-22 F1 · derivative.exercise_date: These options were granted on February 23, 2022 and vest in four equal annual installments on February 23rd of 2023, 2024, 2025 and 2026. Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 21:08 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionStock Options (Right to Buy) · Derivative | 9,192 | $0.00 Strike: $57.33 | $0.00 |
DisclosureSEC source: 0001127602-21-030350 · form4.xml · derivative · entry 3 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,192 shares Expires 2026-02-21 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: These options were granted on February 22, 2016 and vested in four equal annual installments on February 22nd of 2017, 2018, 2019 and 2020. Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 21:08 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 9,192 | $167.12 | $1,536,203.81 |
DisclosureSEC source: 0001127602-21-030350 · form4.xml · nonDerivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,763 Read SEC document |
| December 02, 2021 Filed Dec 6, 2021 21:08 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 9,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-030350 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,955 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. Read SEC document |
| November 22, 2021 Filed Feb 4, 2022 21:00 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GiftCommon Stock | 305 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003340 · form5.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,458 Read SEC document |
| March 04, 2021 Filed Mar 8, 2021 21:28 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 2,162 | $115.28 | $249,235.36 |
DisclosureSEC source: 0001127602-21-009686 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,763 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, 2021 Filed Mar 2, 2021 21:50 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 4,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008753 · form4.xml · derivative · entry 3 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,569 Underlying: Common Stock · 4,762 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: This security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 4,762 shares underlying restricted stock units of which 2,600 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 4,762 shares underlying restricted stock units relate to 1,104 restricted stock units that were granted on February 21, 2018, 1,822 restricted stock units relating to performance stock units that were granted on February 21, 2018 for the performance period 2018-2020 and 1,836 restricted stock units that were granted on February 19, 2019. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 21:50 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 2,600 | $116.83 | $303,758.00 |
DisclosureSEC source: 0001127602-21-008753 · form4.xml · nonDerivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,925 F1 · kind: Vesting and distribution to reporting person of 4,762 shares underlying restricted stock units of which 2,600 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 4,762 shares underlying restricted stock units relate to 1,104 restricted stock units that were granted on February 21, 2018, 1,822 restricted stock units relating to performance stock units that were granted on February 21, 2018 for the performance period 2018-2020 and 1,836 restricted stock units that were granted on February 19, 2019. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 21:50 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 4,762 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-008753 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,525 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 4,762 shares underlying restricted stock units of which 2,600 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 4,762 shares underlying restricted stock units relate to 1,104 restricted stock units that were granted on February 21, 2018, 1,822 restricted stock units relating to performance stock units that were granted on February 21, 2018 for the performance period 2018-2020 and 1,836 restricted stock units that were granted on February 19, 2019. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 21:25 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 1,822 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-007610 · form4.xml · derivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,331 Underlying: Common Stock · 1,822 shares Expires not disclosed F2 · derivative.exercise_price: This 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 21, 2018 for the performance period 2018-2020. The performance factor for these performance stock units was determined on February 22, 2021. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 21:25 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 53,937 | $0.00 Strike: $117.53 | $0.00 |
DisclosureSEC source: 0001127602-21-007610 · form4.xml · derivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,937 Underlying: Common Stock · 53,937 shares Expires 2031-02-21 F1 · derivative.exercise_date: These options were granted on February 22, 2021 and vest in four equal annual installments on February 22nd of 2022, 2023, 2024 and 2025. Read SEC document |
| August 25, 2020 Filed Aug 26, 2020 20:00 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | SaleCommon Stock | 2,940 | $112.90 | $331,920.12 |
DisclosureSEC source: 0001127602-20-024273 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,763 Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionRestricted Stock Units · Derivative | 6,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008939 · form4.xml · derivative · entry 3 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,509 Underlying: Common Stock · 6,749 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: This security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F1 · kind: Vesting and distribution to reporting person of 6,749 shares underlying restricted stock units of which 3,809 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,749 shares underlying restricted stock units relate to 1,082 restricted stock units that were granted on February 22, 2017, 2,727 restricted stock units relating to performance stock units that were granted on February 22, 2017 for the performance period 2017-2019, 1,104 restricted stock units that were granted on February 21, 2018 and 1,836 restricted stock units that were granted on February 19, 2019. F3 · derivative.exercise_date: Not Applicable. F3 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Tax withholdingCommon Stock | 3,809 | $109.57 | $417,352.13 |
DisclosureSEC source: 0001127602-20-008939 · form4.xml · nonDerivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,703 F1 · kind: Vesting and distribution to reporting person of 6,749 shares underlying restricted stock units of which 3,809 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,749 shares underlying restricted stock units relate to 1,082 restricted stock units that were granted on February 22, 2017, 2,727 restricted stock units relating to performance stock units that were granted on February 22, 2017 for the performance period 2017-2019, 1,104 restricted stock units that were granted on February 21, 2018 and 1,836 restricted stock units that were granted on February 19, 2019. Read SEC document |
| February 28, 2020 Filed Mar 3, 2020 21:06 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | Exercise / conversionCommon Stock | 6,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-008939 · form4.xml · nonDerivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,512 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 6,749 shares underlying restricted stock units of which 3,809 were withheld by Marsh & McLennan Companies to cover applicable taxes. These 6,749 shares underlying restricted stock units relate to 1,082 restricted stock units that were granted on February 22, 2017, 2,727 restricted stock units relating to performance stock units that were granted on February 22, 2017 for the performance period 2017-2019, 1,104 restricted stock units that were granted on February 21, 2018 and 1,836 restricted stock units that were granted on February 19, 2019. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 2,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-006960 · form4.xml · derivative · entry 2 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,258 Underlying: Common Stock · 2,727 shares Expires not disclosed F2 · derivative.exercise_price: This 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 22, 2017 for the performance period 2017-2019. The performance factor for these performance stock units was determined on February 19, 2020. F4 · derivative.exercise_date: Not Applicable. F4 · derivative.expiration_date: Not Applicable. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 21:14 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantStock Options (Right to Buy) · Derivative | 47,424 | $0.00 Strike: $118.87 | $0.00 |
DisclosureSEC source: 0001127602-20-006960 · form4.xml · derivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,424 Underlying: Common Stock · 47,424 shares Expires 2030-02-18 F1 · derivative.exercise_date: These options were granted on February 19, 2020 and vest in four equal annual installments on February 19th of 2021, 2022, 2023 and 2024. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 23:21 UTC | MARSH & MCLENNAN COMPANIES, INC. MMC · Entity 1501 | GrantRestricted Stock Units · Derivative | 10,733 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-19-003100 · dp103468_4-ferland.xml · derivative · entry 1 Ferland Martine · CIK 0001769136 · President and CEO, Mercer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,531 Underlying: Common Stock · 10,733 shares Expires not disclosed F1 · derivative.exercise_price: This security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. F2 · kind: These restricted stock units vest on March 15, 2022. 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.