Transactions
10
Insider / MARSH & MCLENNAN COMPANIES, INC.
Yates Lloyd M
Director at MARSH & MCLENNAN COMPANIES, INC.
- Ticker
- MRSH
- First filing on record
- November 18, 2025
- Latest trade on record
- August 15, 2026
- SEC filings
- EDGAR ↗
Yates Lloyd M, Director at MARSH & MCLENNAN COMPANIES, INC., has disclosed 10 transactions in MRSH since November 18, 2025: 0 purchases (0 open-market buys) and 1 sale, worth about $2.5M at the reported prices. The latest was filed August 18, 2026, 3 days after the trade; 1 filing was late against the 2-business-day Form 4 deadline.
Open-market buys
0
Sales
1
Avg. disclosure lag
3.1d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Yates Lloyd M made no purchases and 1 sale worth $2.1M, plus 9 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Yates Lloyd M has traded 1 stock on record; the largest by dollars is MRSH.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
1 of 6 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| A | Grant or award | 5 | 2,206 | $366K |
| J | Other acquisition or disposal | 4 | 230 | $41K |
| S | Open-market sale | 1 | 12,000 | $2.1M |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 8 | 0 | 1 · $2.1M |
| 2025 | 2 | 0 | 0 |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| MRSH | Other A | August 15, 2026 | August 18, 2026 | 3d | 224 | $188 | $42K | derivative | Form 4 ↗ | |
| MRSH | Other J | August 14, 2026 | August 18, 2026 | 4d | 65 | $189 | $12K | derivative | Form 4 ↗ | |
| MRSH | Sell S | July 23, 2026 | July 24, 2026 | 1d | 12,000 | $176 | $2.1M | Form 4 ↗ | ||
| MRSH | Other A | June 1, 2026 | June 3, 2026 | 2d | 1,350 | $159 | $215K | derivative | Form 4 ↗ | |
| MRSH | Other J | May 15, 2026 | May 18, 2026 | 3d | 60 | $161 | $9,679 | derivative | Form 4 ↗ | |
| MRSH | Other A | May 15, 2026 | May 18, 2026 | 3d | 226 | $161 | $36K | derivative | Form 4 ↗ | |
| MRSH | Other A | February 15, 2026 | February 18, 2026 | 3d | 209 | $174 | $36K | derivative | Form 4 ↗ | |
| MRSH | Other J | February 13, 2026 | February 18, 2026 | 5d | 55 | $173 | $9,443 | latederivative | Form 4 ↗ | |
| MRSH | Other A | November 15, 2025 | November 18, 2025 | 3d | 198 | $183 | $36K | derivative | Form 4 ↗ | |
| MRSH | Other J | November 14, 2025 | November 18, 2025 | 4d | 50 | $183 | $9,219 | derivative | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| August 18, 2026 | Form 4 | 0000062709-26-000221 | 2 | published | EDGAR ↗ |
| July 24, 2026 | Form 4 | 0000062709-26-000198 | 1 | published | EDGAR ↗ |
| June 3, 2026 | Form 4 | 0000062709-26-000158 | 1 | published | EDGAR ↗ |
| May 18, 2026 | Form 4 | 0000062709-26-000121 | 2 | published | EDGAR ↗ |
| February 18, 2026 | Form 4 | 0000062709-26-000026 | 2 | published | EDGAR ↗ |
| November 18, 2025 | Form 4 | 0000062709-25-000137 | 2 | published | EDGAR ↗ |
Other insiders at MARSH & MCLENNAN COMPANIES, INC.
- Doyle John Q President and CEO 18 rows
- Lute Jane H Director 14 rows
- HOPKINS DEBORAH C Director 10 rows
- Brennan Katherine SVP and General Counsel 9 rows
- SCHAPIRO MORTON O Director 9 rows
- Tomlinson Patrick President and CEO, Mercer 9 rows
- Jones John Jude Chief Marketing Officer 8 rows
- Beswick Paul SVP, Chief Information Officer 7 rows
- South Martin President & CEO, Marsh Risk 7 rows
- Studer Nicholas Mark President and CEO of OWG 7 rows
Everyone on file, with contracts and lobbying under the company's name: MARSH & MCLENNAN COMPANIES, INC..
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 6 | 10 | November 18, 2025 | August 18, 2026 | Form 4 list on EDGAR |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.