Lloyd M Yates insider trades: Marsh & McLennan Companies (MRSH) stock buys and sales
Trades on the price chart
Daily close, with an arrow on each day they bought or sold
Companies
Where Lloyd reports to the SEC
and 1 more company
Open-market buys and sales
45 trades reported on SEC Form 4, newest first
| Date | Stock | Type | Shares | Price | Value | Holding | Reported |
|---|---|---|---|---|---|---|---|
| Jul 23, 2026 | MRSH | ↓ Sell | 12,000 | $175.65 | $2.1M | Direct | Jul 24, 2026 (1d) |
| May 21, 2026 | NI | ↓ Sell | 19,905 | $47.73 | $950K | Direct | May 26, 2026 (5d) |
| May 16, 2025 | NI | ↓ Sell | 16,127 | $38.93 | $628K | Direct | May 19, 2025 (3d) |
| Aug 23, 2023 | NI | ↑ Buy | 40,000 | $26.44 | $1.1M | Direct | Aug 25, 2023 (2d) |
| Nov 16, 2020 | MMC | ↓ Sell | 6,658 | $115.17 | $767K | Direct | Nov 17, 2020 (1d) |
| May 13, 2020 | AWK | ↑ Buy | 2,000 | $115.95 | $232K | Direct | May 15, 2020 (2d) |
| Aug 26, 2019 | DUK | ↓ Sell | 20,000 | $90.81 | $1.8M | Direct | Aug 28, 2019 (2d) |
| May 23, 2019 | DUK | ↓ Sell | 5,117 | $88.20 | $451K | Direct | May 28, 2019 (5d) |
| Feb 26, 2019 | DUK | ↓ Sell | 3,500 | $88.51 | $310K | Direct | Feb 28, 2019 (2d) |
| Feb 28, 2018 | DUK | ↓ Sell | 3,746 | $76.05 | $285K | Direct | Mar 2, 2018 (2d) |
| Nov 13, 2017 | DUK | ↓ Sell | 5,000 | $89.95 | $450K | Direct | Nov 14, 2017 (1d) |
| Feb 27, 2017 | DUK | ↓ Sell | 5,000 | $82.01 | $410K | Direct | Feb 28, 2017 (1d) |
| Feb 23, 2016 | DUK | ↓ Sell | 2,000 | $74.65 | $149K | Direct | Feb 24, 2016 (1d) |
| May 27, 2015 | MMC | ↑ Buy | 3,000 | $58.92 | $177K | Direct | May 28, 2015 (1d) |
| May 19, 2015 | DUK | ↓ Sell | 5,892 | $76.11 | $448K | Direct | May 20, 2015 (1d) |
| Nov 7, 2014 | DUK | ↓ Sell | 4,000 | $82.00 | $328K | Direct | Nov 12, 2014 (5d) |
| Aug 26, 2014 | DUK | ↓ Sell | 4,300 | $72.64 | $312K | Direct | Aug 27, 2014 (1d) |
| Aug 1, 2014 | DUK | ↓ Sell10b5-1 | 300 | $72.24 | $22K | Direct | Aug 4, 2014 (3d) |
| Jul 1, 2014 | DUK | ↓ Sell10b5-1 | 300 | $74.20 | $22K | Direct | Jul 2, 2014 (1d) |
| Jun 2, 2014 | DUK | ↓ Sell10b5-1 | 300 | $70.95 | $21K | Direct | Jun 3, 2014 (1d) |
| May 1, 2014 | DUK | ↓ Sell10b5-1 | 300 | $74.60 | $22K | Direct | May 5, 2014 (4d) |
| Apr 1, 2014 | DUK | ↓ Sell10b5-1 | 300 | $71.39 | $21K | Direct | Apr 2, 2014 (1d) |
| Mar 3, 2014 | DUK | ↓ Sell10b5-1 | 300 | $70.53 | $21K | Direct | Mar 4, 2014 (1d) |
| Feb 3, 2014 | DUK | ↓ Sell10b5-1 | 300 | $70.68 | $21K | Direct | Feb 5, 2014 (2d) |
| Jan 2, 2014 | DUK | ↓ Sell | 300 | $69.23 | $21K | Direct | Jan 3, 2014 (1d) |
| Dec 2, 2013 | DUK | ↓ Sell10b5-1 | 300 | $70.13 | $21K | Direct | Dec 4, 2013 (2d) |
| Nov 1, 2013 | DUK | ↓ Sell10b5-1 | 300 | $71.96 | $22K | Direct | Nov 5, 2013 (4d) |
| Oct 1, 2013 | DUK | ↓ Sell10b5-1 | 300 | $67.50 | $20K | Direct | Oct 2, 2013 (1d) |
| Sep 3, 2013 | DUK | ↓ Sell10b5-1 | 300 | $65.94 | $20K | Direct | Sep 5, 2013 (2d) |
| Aug 9, 2013 | DUK | ↓ Sell | 8,689 | $71.22 | $619K | Direct | Aug 13, 2013 (4d) |
| May 14, 2013 | DUK | ↓ Sell | 7,000 | $72.44 | $507K | Direct | May 15, 2013 (1d) |
| Mar 22, 2013 | MMC | ↑ Buy | 4,000 | $37.32 | $149K | Direct | Mar 26, 2013 (4d) |
| Aug 30, 2012 | DUK | ↓ Sell | 5,000 | $64.91 | $325K | Direct | Sep 4, 2012 (5d) |
| Mar 7, 2012 | PGN | ↓ Sell | 5,100 | $53.13 | $271K | Direct | Mar 8, 2012 (1d) |
| May 10, 2011 | PGN | ↓ Sell | 6,188 | $47.69 | $295K | Direct | May 11, 2011 (1d) |
| Mar 14, 2011 | PGN | ↓ Sell | 449 | $45.88 | $21K | Direct | Mar 16, 2011 (2d) |
| May 14, 2010 | PGN | ↓ Sell | 4,483 | $40.06 | $180K | Direct | May 17, 2010 (3d) |
| Mar 15, 2010 | PGN | ↓ Sell | 811 | $38.83 | $31K | Direct | Mar 17, 2010 (2d) |
| Mar 16, 2009 | PGN | ↓ Sell | 798 | $33.54 | $27K | Direct | Mar 18, 2009 (2d) |
| Mar 9, 2009 | PGN | ↓ Sell | 731 | $32.07 | $23K | Direct | Mar 10, 2009 (1d) |
| Mar 18, 2008 | PGN | ↓ Sell | 703 | $41.89 | $29K | Direct | Mar 19, 2008 (1d) |
| Feb 15, 2007 | PGN | ↓ Sell | 18,000 | $49.62 | $893K | Direct | Feb 20, 2007 (5d) |
| Feb 15, 2007 | PGN | ↓ Sell | 13,000 | $49.68 | $646K | Direct | Feb 20, 2007 (5d) |
| Feb 15, 2007 | PGN | ↓ Sell | 10,800 | $49.71 | $537K | Direct | Feb 20, 2007 (5d) |
| May 10, 2006 | PGN | ↓ Sell | 6,800 | $42.58 | $290K | Direct | May 11, 2006 (1d) |
Each row is one filing's trades in one stock, summed. Shares and prices are as filed, before any later stock split.
Other MRSH insiders
Open-market trades in the last 12 months
About Lloyd M Yates's insider trades
Lloyd M Yates is a director at Marsh & McLennan Companies (MRSH). Since May 10, 2006, Lloyd has reported 4 open-market purchases worth $1.6M and 41 sales worth $14.4M on SEC Form 4. In the last 12 months: 2 sales ($3.1M).
11 sales (2% of the value sold) were made under a Rule 10b5-1 trading plan, which is set up months in advance and runs on a schedule, so they say little about how the insider sees the stock today.
Their filings also include grants and awards (88 filings), shares withheld for taxes (31 filings), other transactions (24 filings), option exercises (10 filings). These aren't open-market trades and aren't counted above.
How to read insider trades
Officers, directors and owners of more than 10% of a company must report trades in its stock on SEC Form 4, usually within two business days. Purchases with their own money are the stronger signal: insiders sell for many reasons (taxes, diversification, a house), but buy for one. See every MRSH insider trade, the latest insider trades across the market, or cluster buys, when several insiders buy the same stock within days.