Marsh & McLennan (MMC) executive details stock, RSU and option stakes
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
Marsh & McLennan Companies executive Edward Francis Moynihan, President & CEO of Oliver Wyman, filed an initial ownership report showing direct equity interests in the company. He holds 9,121 shares of common stock, plus 8,867 restricted stock units that convert into common stock on a 1-for-1 basis.
He also holds multiple tranches of stock options over common stock, with exercise prices ranging from $73.20 to $230.29 per share and expiration dates between February 2027 and February 2035, reflecting equity awards granted annually from 2017 through 2025 that vest in four equal yearly installments.
Positive
- None.
Negative
- None.
Insider Trade Summary
11 transactions reported
Mixed
11 txns
Insider
Moynihan Edward Francis
Role
President & CEO, Oliver Wyman
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Restricted Stock Units | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Stock Options (Right to Buy) | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 8,867 shares (Direct);
Stock Options (Right to Buy) — 9,161 shares (Direct);
Common Stock — 9,121 shares (Direct)
Footnotes (1)
- Not applicable. The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis. These options were granted on February 22, 2017 and vested in four equal annual installments on February 22nd of 2018, 2019, 2020 and 2021. These options were granted on February 21, 2018 and vested in four equal annual installments on February 21st of 2019, 2020, 2021 and 2022. These options were granted on February 19, 2019 and vested in four equal annual installments on February 19th of 2020, 2021, 2022 and 2023. These options were granted on February 19, 2020 and vested in four equal annual installments on February 19th of 2021, 2022, 2023 and 2024. These options were granted on February 22, 2021 and vested in four equal annual installments on February 22nd of 2022, 2023, 2024 and 2025. These options were granted on February 23, 2022 and vested in four equal annual installments on February 23rd of 2023, 2024, 2025 and 2026. These options were granted on February 23 2023 and vested in four equal annual installments on February 23rd of 2024, 2025, 2026 and 2027. These options were granted on February 22, 2024 and vest in four equal annual installments on February 22nd of 2025, 2026, 2027 and 2028. These options were granted on February 18, 2025 and vest in four equal annual installments on February 18th of 2026, 2027, 2028 and 2029.
Key Figures
Common stock held: 9,121 shares
Restricted stock units: 8,867 units
Options @ $73.20: 9,161 underlying shares
+5 more
8 metrics
Common stock held
9,121 shares
Direct ownership as of Form 3
Restricted stock units
8,867 units
Convert to common stock on 1-for-1 basis
Options @ $73.20
9,161 underlying shares
Exercise price $73.20; expire 2027-02-21
Options @ $83.05
6,151 underlying shares
Exercise price $83.05; expire 2028-02-20
Options @ $90.79
5,609 underlying shares
Exercise price $90.79; expire 2029-02-18
Options @ $118.87
4,328 underlying shares
Exercise price $118.87; expire 2030-02-18
Options @ $164.15
2,982 underlying shares
Exercise price $164.15; expire 2033-02-22
Options @ $230.29
2,617 underlying shares
Exercise price $230.29; expire 2035-02-17
Key Terms
Restricted Stock Units, Stock Options (Right to Buy), 1-for-1 basis, vested in four equal annual installments, +1 more
5 terms
Restricted Stock Units financial
"security_title: "Restricted Stock Units" with 8,867 underlying common shares"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Stock Options (Right to Buy) financial
"security_title: "Stock Options (Right to Buy)" over Marsh & McLennan common stock"
1-for-1 basis financial
"The security converts to Marsh & McLennan Companies common stock on a 1-for-1 basis."
vested in four equal annual installments financial
"These options were granted and vested in four equal annual installments on February dates."
exercise price financial
"conversion_or_exercise_price values such as 73.2000 and 230.2900 per share"
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
