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MRSHMarsh McLennan

Lloyd Yates

Director at Marsh McLennan, as of Aug 18, 2026Sold $3.1M of stock in the past 12 months across 2 companies: 100% with no plan disclosed.

Updated Oct 15, 2026 from SEC filings · covers Oct 16, 2025 to Oct 15, 2026
32K
shares sold, past 12 months
2
days with sales
$2.1M
largest single day, Jul 23, 2026
4
companies filed for

Share of stake sold and shares held at Marsh McLennan are not shown: the holdings do not reconcile with the filings. Why

Selling by month

Oct 2025 to Oct 2026. Each sale is counted once: under a disclosed plan, else to cover taxes, else no plan disclosed.

No plan disclosedOne dollar scale for every month; the tallest bar is labeled
OctNovDecJanFebMarAprMay 2026: $950K no plan disclosedMayJunJul 2026: $2.1M no plan disclosed$2.1MJulAugSepOct

Pattern

What the filings show, past 12 months. Nothing here rates or predicts.

Roles from filings

Every company we track where this person has filed, newest filing first.

CompanyTitleFirst filingLatest filing
Marsh McLennan (MRSH)DirectorJun 3, 2011Aug 18, 2026
NiSource (NI)Director and President & CEO, DirectorMar 11, 2020May 26, 2026
American Water Works (AWK)Former DirectorJul 29, 2019May 13, 2021
Duke Energy (DUK)Former EVPCust&DelivOps;PresCarolinasJul 12, 2012Aug 28, 2019

Also a director at

NiSource (NI), American Water Works (AWK) (no filing in the last 18 months)

Recent filings

The last 5 days with transactions, newest first, one line per trade date. Each number links to an SEC filing.

This page shows only what this person reported on SEC ownership filings. See the methodology. Spotted something wrong? Report an error.