Transaction · 0000062709-26-000221

Yates Lloyd M

Yates Lloyd M, DIR, reported a transaction classified as other at MARSH MCLENNAN COMPANIES, INC. involving 64.850000 shares for an estimated $12266.38. Reported holdings after the transaction were 12455.840000 shares. A 10b5-1 reference was not detected in the stored filing text.

otherSEC transaction code JDIR
MRSHMARSH MCLENNAN COMPANIES, INC.
Trade date
Aug 14, 2026
Filing date
Aug 18, 2026
View on SEC Insider profile
Estimated value$12.2kShares × reported price
Shares traded65$189.15 per share
Holdings after12.4kDirect
% of reported position tradedUnavailableThis security and ownership context
How reported position traded is calculated

Not calculated for derivative securities.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

Filing warnings

Notes recorded with this filing
1 warning
ambiguous transaction codeThe transaction code is missing or represents other activity; review the filing and footnotes.

MRSH price since this filing

Daily closing prices, with the filing date and available return windows
MRSH · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -5.4%1w ago +2.8%1d ago +1.2%
Returns since7d +4.5%30d +0.6%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Derivative
Type
other
Code J
Identifier
0000062709-26-000221
Restricted Stk. Units-Dir. Stk. Plan
Transaction date
Aug 14, 2026
Filed Aug 18, 2026, 08:08 PM · 4d delay
Shares
64.85 sh
$189.15 per share
Estimated value
$12.2k
Computed from shares × price
Holdings after
12,455.84 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Derivative Transaction Direct Ownership
Filing-only score

-10 points

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

How this score is calculated
  • direct_ownership+6 points

    direct_or_indirect_ownership = D

    Direct ownership reports the insider's personal stake.
  • derivative_transaction-16 points

    is_derivative = true

    Derivative exercise rows are less discretionary than open-market purchases.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

No officer title

Officer NoDirector Yes10% NoOther No
Footnotes & amended
  1. F1

    The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis.

  2. F2

    Acquired with dividend equivalents credited to the reporting person's account under the Marsh & McLennan Companies Directors Stock Compensation Plan.

  3. F3

    Not applicable.

  4. F4

    Acquired in connection with director fees pursuant to the Marsh & McLennan Companies Directors Stock Compensation Plan.

Original filing · 0000062709-26-000221
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