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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Feb-24 4:05 PM View:  | Marsh & McLennan Companies,... (MMC) | 15-Feb-24 | Grant | 209 | $196.90 | $41,153.10 | < 1% 47.97K to 48.18K | |
| 17-Nov-23 4:03 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Nov-23 | Grant | 206 | $199.44 | $41,084.60 | < 1% 47.77K to 47.97K | |
| 13-Sep-23 4:09 PM View: | Marsh & McLennan Companies,... (MMC) | 11-Sep-23 | Acquisition (other) | 47,553 | $195.69 | $9,305,650.00 | 100% 47.77K to 95.32K | |
| 13-Sep-23 4:09 PM View: | Marsh & McLennan Companies,... (MMC) | 11-Sep-23 | Disposition (other) | 47,553 | $195.69 | $9,305,650.00 | (50%) 95.32K to 47.77K | |
| 17-Aug-23 4:09 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Aug-23 | Grant | 214 | $192.17 | $41,124.40 | < 1% 47.55K to 47.77K | |
| 25-Jul-23 4:58 PM View: | Marsh & McLennan Companies,... (MMC) | 24-Jul-23 | Gift | 47,553 | -- | -- | 100% 47.55K to 95.11K | |
| 25-Jul-23 4:58 PM View: | Marsh & McLennan Companies,... (MMC) | 24-Jul-23 | Gift | 47,553 | -- | -- | (50%) 95.11K to 47.55K | |
| 02-Jun-23 4:07 PM View: | Marsh & McLennan Companies,... (MMC) | 01-Jun-23 | Grant | 1,157 | $172.77 | $199,895.00 | 2% 46.4K to 47.55K | |
| 17-May-23 4:27 PM View: | Marsh & McLennan Companies,... (MMC) | 15-May-23 | Grant | 214 | $180.64 | $38,657.00 | < 1% 46.18K to 46.4K | |
| 17-Feb-23 4:03 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Feb-23 | Grant | 226 | $170.86 | $38,614.40 | < 1% 45.96K to 46.18K | |
| 17-Nov-22 4:04 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Nov-22 | Grant | 232 | $166.68 | $38,669.80 | < 1% 45.73K to 45.96K | |
| 17-Aug-22 4:10 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Aug-22 | Grant | 225 | $171.80 | $38,655.00 | < 1% 45.5K to 45.73K | |
| 02-Jun-22 5:06 PM View: | Marsh & McLennan Companies,... (MMC) | 01-Jun-22 | Grant | 1,189 | $159.68 | $189,865.00 | 3% 44.31K to 45.5K | |
| 17-May-22 4:04 PM View: | Marsh & McLennan Companies,... (MMC) | 15-May-22 | Grant | 244 | $158.40 | $38,650.80 | < 1% 44.07K to 44.31K | |
| 16-Feb-22 4:26 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Feb-22 | Grant | 254 | $152.10 | $38,632.10 | < 1% 43.81K to 44.07K | |
| 16-Nov-21 4:19 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Nov-21 | Grant | 233 | $166.01 | $38,681.50 | < 1% 43.58K to 43.81K | |
| 17-Aug-21 4:09 PM View: | Marsh & McLennan Companies,... (MMC) | 13-Aug-21 | Grant | 239 | $151.52 | $36,214.50 | < 1% 43.33K to 43.56K | |
| 03-Jun-21 4:34 PM View: | Marsh & McLennan Companies,... (MMC) | 01-Jun-21 | Grant | 1,375 | $138.12 | $189,908.00 | 3% 41.95K to 43.33K | |
| 18-May-21 4:08 PM View: | Marsh & McLennan Companies,... (MMC) | 15-May-21 | Grant | 268 | $134.84 | $36,137.10 | < 1% 41.68K to 41.95K | |
| 17-Feb-21 4:45 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Feb-21 | Grant | 322 | $112.47 | $36,216.90 | < 1% 41.36K to 41.68K | |
| 17-Nov-20 4:08 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Nov-20 | Grant | 319 | $113.39 | $36,173.00 | < 1% 41.04K to 41.36K | |
| 18-Aug-20 4:05 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Aug-20 | Grant | 310 | $116.92 | $36,243.60 | < 1% 40.73K to 41.04K | |
| 03-Jun-20 4:12 PM View: | Marsh & McLennan Companies,... (MMC) | 01-Jun-20 | Grant | 1,657 | $105.60 | $174,971.00 | 4% 39.07K to 40.73K | (7%) |
| 19-May-20 4:47 PM View: | Marsh & McLennan Companies,... (MMC) | 15-May-20 | Grant | 345 | $104.94 | $36,204.30 | < 1% 38.73K to 39.07K | (7%) |
| 19-Feb-20 4:21 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Feb-20 | Grant | 304 | $118.94 | $36,157.80 | < 1% 38.42K to 38.73K | |
| 18-Nov-19 4:10 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Nov-19 | Grant | 345 | $104.96 | $36,209.50 | < 1% 38.08K to 38.42K | (7%) |
| 19-Aug-19 4:06 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Aug-19 | Grant | 372 | $97.39 | $36,229.10 | < 1% 37.71K to 38.08K | < 1% |
| 04-Jun-19 4:10 PM View: | Marsh & McLennan Companies,... (MMC) | 01-Jun-19 | Grant | 1,834 | $95.40 | $174,973.00 | 5% 35.87K to 37.71K | 1% |
| 16-May-19 3:59 PM View: | Marsh & McLennan Companies,... (MMC) | 15-May-19 | Grant | 379 | $95.56 | $36,215.30 | 1% 35.49K to 35.87K | (< 1%) |
| 19-Feb-19 4:12 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Feb-19 | Grant | 401 | $90.35 | $36,230.30 | 1% 35.09K to 35.49K | < 1% |
| 16-Nov-18 4:07 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Nov-18 | Grant | 417 | $86.83 | $36,208.10 | 1% 34.68K to 35.09K | (9%) |
| 16-Aug-18 4:04 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Aug-18 | Grant | 437 | $82.79 | $36,179.20 | 1% 34.24K to 34.68K | (5%) |
| 05-Jun-18 4:08 PM View: | Marsh & McLennan Companies,... (MMC) | 01-Jun-18 | Grant | 2,175 | $80.45 | $174,979.00 | 7% 32.06K to 34.24K | (3%) |
| 16-May-18 4:20 PM View: | Marsh & McLennan Companies,... (MMC) | 15-May-18 | Grant | 414 | $81.50 | $33,741.00 | 1% 31.65K to 32.06K | (4%) |
| 20-Feb-18 4:11 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Feb-18 | Grant | 413 | $81.56 | $33,684.30 | 1% 31.24K to 31.65K | (5%) |
| 17-Nov-17 4:03 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Nov-17 | Grant | 405 | $83.33 | $33,748.70 | 1% 30.83K to 31.24K | (7%) |
| 16-Aug-17 4:34 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Aug-17 | Grant | 434 | $77.66 | $33,704.40 | 1% 30.4K to 30.83K | (< 1%) |
| 02-Jun-17 4:34 PM View: | Marsh & McLennan Companies,... (MMC) | 01-Jun-17 | Grant | 2,065 | $77.46 | $159,955.00 | 7% 28.33K to 30.4K | (< 1%) |
| 17-May-17 4:22 PM View: | Marsh & McLennan Companies,... (MMC) | 15-May-17 | Grant | 459 | $73.45 | $33,713.50 | 2% 27.88K to 28.33K | 4% |
| 16-Feb-17 4:29 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Feb-17 | Grant | 470 | $71.71 | $33,703.70 | 2% 27.41K to 27.88K | 7% |
| 16-Nov-16 4:23 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Nov-16 | Grant | 497 | $67.80 | $33,696.60 | 2% 26.91K to 27.41K | 14% |
| 16-Aug-16 4:23 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Aug-16 | Grant | 496 | $67.41 | $33,435.40 | 2% 26.41K to 26.91K | 15% |
| 03-Jun-16 4:22 PM View: | Marsh & McLennan Companies,... (MMC) | 01-Jun-16 | Grant | 2,425 | $65.96 | $159,953.00 | 10% 23.99K to 26.41K | 19% |
| 17-May-16 4:51 PM View: | Marsh & McLennan Companies,... (MMC) | 15-May-16 | Grant | 429 | $64.09 | $27,494.60 | 2% 23.56K to 23.99K | 22% |
| 17-Feb-16 4:30 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Feb-16 | Grant | 492 | $55.85 | $27,478.20 | 2% 23.07K to 23.56K | 41% |
| 04-Jan-16 5:32 PM View: | International Business Mach... (IBM) | 31-Dec-15 | Payment of Exercise | 11,489 | $138.32 | $1,589,160.00 | (7%) 167.69K to 156.2K | 17% |
| 04-Jan-16 5:32 PM View: | International Business Mach... (IBM) | 31-Dec-15 | Option Exercise | 22,278 | -- | -- | 15% 145.41K to 167.69K | |
| 24-Nov-15 5:06 PM View: | International Business Mach... (IBM) | 23-Nov-15 | Market Sale | 10,000 | $138.29 | $1,382,860.00 | (6%) 155.41K to 145.41K | 17% |
| 17-Nov-15 4:20 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Nov-15 | Grant | 504 | $54.54 | $27,488.20 | 2% 22.56K to 23.07K | 45% |
| 18-Aug-15 4:51 PM View: | Marsh & McLennan Companies,... (MMC) | 15-Aug-15 | Grant | 475 | $57.89 | $27,497.80 | 2% 22.09K to 22.56K | 37% |