Yates Lloyd M

Director · Officer · MRSH, NI, MMC

As of 2026-09-16, Yates Lloyd M has 27 Form 4 transactions on record across 3 companies — 15 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Pattern in the record: open-market sales filed in May in multiple years since 2025 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.

Reconstructed holdings

Direct: $25.2MIndirect: $0$25.2Mas of 2026-09-16
  • Direct $25.2M
  • Indirect $0
NIdirect519,557 sh$21.1M
MRSHdirect12,680 sh$2.2M
MMCdirect10,492 sh$1.8M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

NI · 10 trades
2026-05-21: Sale, 19,905 sh ($950K)2026-02-27: Award / grant, 275,962 sh ($13.1M)2026-02-27: Withheld for tax, 117,285 sh ($5.5M)2026-02-27: Withheld for tax, 15,433 sh ($730K)2026-01-22: Award / grant, 43,658 sh ($1.9M)2025-05-16: Sale, 16,127 sh ($628K)2025-02-28: Award / grant, 233,689 sh ($9.5M)2025-02-28: Withheld for tax, 96,164 sh ($3.9M)2025-02-28: Withheld for tax, 12,653 sh ($516K)2025-01-23: Award / grant, 47,872 sh ($1.8M)
MMC · 9 trades
2025-11-15: Award / grant, 198 sh ($36K)2025-11-14: Other acquisition, 50 sh ($9K)2025-08-15: Award / grant, 174 sh ($36K)2025-08-15: Other acquisition, 43 sh ($9K)2025-06-01: Award / grant, 930 sh ($215K)2025-05-15: Award / grant, 180 sh ($40K)2025-05-15: Other acquisition, 33 sh ($7K)2025-02-15: Award / grant, 174 sh ($40K)2025-02-14: Other acquisition, 31 sh ($7K)
MRSH · 8 trades
2026-08-15: Award / grant, 224 sh ($42K)2026-08-14: Other acquisition, 65 sh ($12K)2026-07-23: Sale, 12,000 sh ($2.1M)2026-06-01: Award / grant, 1,350 sh ($215K)2026-05-15: Award / grant, 226 sh ($36K)2026-05-15: Other acquisition, 60 sh ($10K)2026-02-15: Award / grant, 209 sh ($36K)2026-02-13: Other acquisition, 55 sh ($9K)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-07-23MRSHSale12,000 @ $175.65$2.1M−50.0% of holding12,001Form 4
2026-05-21NISale19,905 @ $47.73$950K−3.7% of holding519,557Form 4
2025-05-16NISale16,127 @ $38.93$628K−4.4% of holding351,748Form 4
24 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-08-15MRSHAward / grant22412,680Form 4
2026-08-14MRSHOther acquisition6512,456Form 4
2026-06-01MRSHAward / grant1,35012,391Form 4
2026-05-15MRSHAward / grant22610,981Form 4
2026-05-15MRSHOther acquisition6011,041Form 4
2026-02-27NIAward / grant275,962672,010Form 4
2026-02-27NIWithheld for tax117,285554,725Form 4
2026-02-27NIWithheld for tax15,433539,292Form 4
2026-02-15MRSHAward / grant20910,755Form 4
2026-02-13MRSHOther acquisition5510,546Form 4
2026-01-22NIAward / grant43,658395,950Form 4
2025-11-15MMCAward / grant19810,492Form 4
2025-11-14MMCOther acquisition5010,294Form 4
2025-08-15MMCAward / grant17410,200Form 4
2025-08-15MMCOther acquisition4310,244Form 4
2025-06-01MMCAward / grant93010,026Form 4
2025-05-15MMCAward / grant1809,064Form 4
2025-05-15MMCOther acquisition339,096Form 4
2025-02-28NIAward / grant233,689476,609Form 4
2025-02-28NIWithheld for tax96,164380,445Form 4
2025-02-28NIWithheld for tax12,653367,792Form 4
2025-02-15MMCAward / grant1748,884Form 4
2025-02-14MMCOther acquisition318,710Form 4
2025-01-23NIAward / grant47,872242,816Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.