Yates Lloyd M
SEC insider (Form 3/4/5 filer). CIK 0001311411. Director at MARSH & MCLENNAN COMPANIES, INC. (MRSH) and 1 other issuer. 29 reported Form 4/5 transactions since Sep 2024; latest on Aug 15, 2026. Located in NEW YORK, NY.
Companies Yates Lloyd M has filed insider reports for
- MARSH & MCLENNAN COMPANIES, INC. (MRSH): Director
- NISOURCE INC. (NI): Director, Officer, Director and President & CEO
Yates Lloyd M
CIK: 0001311411
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (29 total)
- Aug 15, 2026MRSH
MARSH & MCLENNAN COMPANIES, INC.
AwardDirectRestricted Stk. Units-Dir. Stk. Plan
224 shares at avg. $188.44- - Aug 14, 2026MRSH
MARSH & MCLENNAN COMPANIES, INC.
OtherDirectRestricted Stk. Units-Dir. Stk. Plan
65 shares at avg. $189.15- - Jul 23, 2026MRSH
MARSH & MCLENNAN COMPANIES, INC.
SaleDirect12K shares at avg. $175.65$2.1M - Jun 1, 2026MRSH
MARSH & MCLENNAN COMPANIES, INC.
AwardDirectRestricted Stk. Units-Dir. Stk. Plan
1.3K shares at avg. $159.28- - May 21, 2026NI
NISOURCE INC.
SaleDirect19.9K shares at avg. $47.73$950K - May 15, 2026MRSH
MARSH & MCLENNAN COMPANIES, INC.
OtherDirectRestricted Stk. Units-Dir. Stk. Plan
60 shares at avg. $160.60- - May 15, 2026MRSH
MARSH & MCLENNAN COMPANIES, INC.
AwardDirectRestricted Stk. Units-Dir. Stk. Plan
226 shares at avg. $160.60- - Feb 27, 2026NI
NISOURCE INC.
AwardDirect276K shares at avg. $47.30$13.1M - Feb 27, 2026NI
NISOURCE INC.
Tax PaymentDirect15.4K shares at avg. $47.30$730K - Feb 27, 2026NI
NISOURCE INC.
Tax PaymentDirect117.3K shares at avg. $47.30$5.5M
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 15, 2026 |  MRSH MARSH & MCLENNAN COMPANIES, INC. | Award Restricted Stk. Units-Dir. Stk. Plan | 224 | $188.44 | - | Direct |
| Aug 14, 2026 | MRSH MARSH & MCLENNAN COMPANIES, INC. | Other Restricted Stk. Units-Dir. Stk. Plan | 65 | $189.15 | - | Direct |
| Jul 23, 2026 | MRSH MARSH & MCLENNAN COMPANIES, INC. | Sale | 12,000 | $175.65 | $2,107,800 | Direct |
| Jun 1, 2026 | MRSH MARSH & MCLENNAN COMPANIES, INC. | Award Restricted Stk. Units-Dir. Stk. Plan | 1,350 | $159.28 | - | Direct |
| May 21, 2026 |  NI NISOURCE INC. | Sale | 19,905 | $47.73 | $950,066 | Direct |
| May 15, 2026 | MRSH MARSH & MCLENNAN COMPANIES, INC. | Other Restricted Stk. Units-Dir. Stk. Plan | 60 | $160.60 | - | Direct |
| May 15, 2026 | MRSH MARSH & MCLENNAN COMPANIES, INC. | Award Restricted Stk. Units-Dir. Stk. Plan | 226 | $160.60 | - | Direct |
| Feb 27, 2026 | NI NISOURCE INC. | Award | 275,962 | $47.30 | $13,053,003 | Direct |
| Feb 27, 2026 | NI NISOURCE INC. | Tax Payment | 15,433 | $47.30 | $729,981 | Direct |
| Feb 27, 2026 | NI NISOURCE INC. | Tax Payment | 117,285 | $47.30 | $5,547,581 | Direct |
1-10 of 29 transactions