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Marsh & McLennan officer plans $225K stock sale

An officer of Marsh & McLennan Companies has filed a Rule 144 notice to sell 1,197 common shares after a stock option exercise.

(Neutral)
(Neutral)
Form Type
144

Rhea-AI Filing Summary

MARSH & MCLENNAN COMPANIES, INC. (MRSH) received a Rule 144 notice for a proposed sale of restricted or control securities. Officer Katherine J. Brennan, through Fidelity Brokerage Services LLC, plans to sell 1,197 shares of common stock on or after September 2, 2026, following a stock option exercise.

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Shares to be sold 1,197 shares Common stock covered by the Rule 144 notice
Aggregate market value $224,914.98 Reported value of the 1,197 common shares in the securities information section
Proposed sale date September 2, 2026 Date associated with the planned sale and stock option exercise
Security type Common stock Class of Marsh & McLennan Companies, Inc. shares to be sold
Rule 144 regulatory
"See the definition of "person" in paragraph (a) of Rule 144."
Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.
stock option exercise financial
"Common | 09/02/2026 | Stock Option Exercise | Issuer"
A stock option exercise is the act of using a previously granted right to buy shares of a company's stock at a specific, predetermined price by paying that price and receiving the shares. It matters to investors because exercising changes who owns the shares (which can dilute existing ownership), can trigger taxable events and shift potential gains or losses, and affects voting power and the company’s outstanding share count—like turning a voucher into an actual product that becomes part of circulating supply.
attorney-in-fact regulatory
"as attorney-in-fact for Katherine J. Brennan."
An attorney-in-fact is the person or entity given legal authority through a power of attorney to act on behalf of another for specific tasks, such as signing documents, voting shares, or handling transactions. For investors, this matters because it lets a trusted representative make timely decisions or complete paperwork when the owner cannot, much like handing keys to someone to run errands on your behalf—so checks on scope and limits of that authority are important.

FAQ

What does the Form 144 filing mean for MARSH & MCLENNAN COMPANIES, INC. (MRSH)?

It reports that officer Katherine J. Brennan intends to sell 1,197 shares of common stock under Rule 144 through Fidelity Brokerage Services LLC, indicating a planned disposition of restricted or control securities, not necessarily that the sale has already occurred.

How many MRSH shares are covered by Katherine J. Brennan’s Rule 144 notice?

The notice covers a proposed sale of 1,197 shares of common stock. This amount is reported as the number of securities to be sold in the Form 144 filing associated with a stock option exercise.

What is the reported market value of the MRSH shares in this Form 144?

The Form 144 lists an aggregate market value of approximately $224,914.98 for the 1,197 common shares covered by the notice, based on the information provided in the securities information section.

When are the MRSH shares covered by this Form 144 planned to be sold?

The filing states a proposed sale date of September 2, 2026 for the 1,197 common shares, tied to a stock option exercise, with trading expected on the NYSE.

Who is executing the proposed MRSH share sale under this Form 144?

The proposed sale will be executed through Fidelity Brokerage Services LLC. The Form 144 is signed by Joshua Schmitt as a duly authorized representative of Fidelity, acting as attorney-in-fact for Katherine J. Brennan.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates

144: Filer Information

144: Issuer Information

144: Securities Information



Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold


* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.



Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

144: Remarks and Signature