Patrick Tomlinson reports an option exercise and tax withholding on shares
By AlphaYouPublished Form 4
Tomlinson Patrick
Reporting filer
Patrick Tomlinson reports an option exercise and tax withholding on shares, not an open-market purchase or sale, in Marsh & Mclennan Companies, Inc.. Form 4 filed Nov 4, 2026 lists 3 entries.
- Disclosed
- Nov 4, 2026
Reported details
3 entries| Security | Owner | Date | Code | Action | Quantity | Price | Following holdings | Reporting delay | Filed terms and references |
|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Tomlinson Patrick | 2026-11-02 | M | Exercise or conversion | 2500 | 83.05 | 6,756 | 2 days | Filed terms
|
| Common Stock | Tomlinson Patrick | 2026-11-02 | F | Tax/exercise withholding | 1775 | 203.47 | 4,981 | 2 days | Filed terms
|
| Stock Options (Right to Buy) (derivative) | Tomlinson Patrick | 2026-11-02 | M | Exercise or conversion | 2500 | 0 | 0 | 2 days | Filed terms
|
Common Stock
- Owner
- Tomlinson Patrick
- Date
- 2026-11-02
- Code
- M
- Action
- Exercise or conversion
- Quantity
- 2500
- Price
- 83.05
- Following holdings
- 6,756
- Reporting delay
- 2 days
- Filed terms and references
Filed terms
- security Title: Common Stock
- transaction Date: 2026-11-02
- transaction Form Type: 4
- transaction Code: M
- equity Swap Involved: 0
- id: F1
- transaction Timeliness:
- transaction Shares: 2500
- transaction Price Per Share: 83.05
- transaction Acquired Disposed Code: A
- shares Owned Following Transaction: 6756
- direct Or Indirect Ownership: D
Common Stock
- Owner
- Tomlinson Patrick
- Date
- 2026-11-02
- Code
- F
- Action
- Tax/exercise withholding
- Quantity
- 1775
- Price
- 203.47
- Following holdings
- 4,981
- Reporting delay
- 2 days
- Filed terms and references
Filed terms
- security Title: Common Stock
- transaction Date: 2026-11-02
- transaction Form Type: 4
- transaction Code: F
- equity Swap Involved: 0
- transaction Timeliness:
- transaction Shares: 1775
- transaction Price Per Share: 203.47
- transaction Acquired Disposed Code: D
- shares Owned Following Transaction: 4981
- direct Or Indirect Ownership: D
Stock Options (Right to Buy) (derivative)
- Owner
- Tomlinson Patrick
- Date
- 2026-11-02
- Code
- M
- Action
- Exercise or conversion
- Quantity
- 2500
- Price
- 0
- Following holdings
- 0
- Reporting delay
- 2 days
- Filed terms and references
Filed terms
- security Title: Stock Options (Right to Buy)
- conversion Or Exercise Price: 83.05
- transaction Date: 2026-11-02
- transaction Form Type: 4
- transaction Code: M
- equity Swap Involved: 0
- transaction Timeliness:
- transaction Shares: 2500
- transaction Price Per Share: 0
- transaction Acquired Disposed Code: D
- id: F2
- expiration Date: 2028-02-20
- underlying Security Title: Common Stock
- underlying Security Shares: 2500
- shares Owned Following Transaction: 0
- direct Or Indirect Ownership: D
Purchases, sales, grants and option exercises are different transactions. The reported code identifies the action; it does not establish a motive.
Filing context
- Quantities and prices are shown in the units filed. No trade value is inferred from their product.
- Tomlinson Patrick: Pres/CEO, Marsh People & Inv.
- F1: On November 2, 2026, Mr. Tomlinson exercised 2,500 options by means of a stock swap. A stock swap is a method of exercising a stock option in which the option holder pays the exercise price using shares of stock already owned. As a result, he increased his net ownership of MRSH common stock by 725 shares. 1,775 previously-owned shares were used to satisfy the exercise price and applicable taxes.
- F2: These options were granted on February 21, 2018 and vested in four equal annual installments on February 21st of 2019, 2020, 2021 and 2022.
Original sources
Prepared automatically from public filing data. Report a correction.