Julio A. Portalatin

Companies

• State Street CorporationBoard member Mar 9, 2021 to now¹
• DXC TechnologyBoard member Apr 11, 2017 to Feb 28, 2020²
• Marsh & McLennan CompaniesChief executive officer Feb 3, 2012 to Mar 4, 2019³
• Marsh & McLennan CompaniesPresident Feb 3, 2012 to Mar 4, 2019³

Holdings

Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.

Shares held

• Marsh & McLennan Companies MRSH67,215 shares⁴$12.8M at $189.76Feb 28, 2019
• State Street Corporation STT15,404 shares⁵$2.6M at $168.24May 20, 2026

As of each latest filing. The line shows shares held over time.

Recent filings

• May 20, 2026Granted 1,526 shares of State Street Corporation⁵
• May 14, 2025Granted 2,406 shares of State Street Corporation⁶
• May 15, 2024Granted 2,514 shares of State Street Corporation⁷
• May 17, 2023Granted 2,849 shares of State Street Corporation⁸
• May 18, 2022Granted 2,912 shares of State Street Corporation⁹
• May 19, 2021Granted 2,319 shares of State Street Corporation¹⁰
• Mar 5, 2021Granted 410 shares of State Street Corporation¹¹
• Feb 28, 2019Shares withheld for tax 9,486 shares at $92.49 of Marsh & McLennan Companies⁴
• Feb 28, 2019Exercised options 19,368 shares of Marsh & McLennan Companies⁴
• Sep 12, 2018Gift 1,750 shares of Marsh & McLennan Companies¹²
• Mar 5, 2018Sold 10,911 shares at $81.87 of Marsh & McLennan Companies¹³
• Feb 28, 2018Shares withheld for tax 10,474 shares at $84.87 of Marsh & McLennan Companies¹⁴
• Feb 28, 2018Exercised options 21,385 shares of Marsh & McLennan Companies¹⁴
• Dec 22, 2017Gift 2,500 shares of Marsh & McLennan Companies¹⁵
• Feb 28, 2017Shares withheld for tax 12,218 shares at $73.28 of Marsh & McLennan Companies¹⁶
• Feb 28, 2017Exercised options 23,560 shares of Marsh & McLennan Companies¹⁶
• Dec 22, 2016Gift 2,185 shares of Marsh & McLennan Companies¹⁷
• Mar 17, 2016Sold 108,651 shares at $60.00 of Marsh & McLennan Companies¹⁸
• Mar 17, 2016Exercised options 108,651 shares of Marsh & McLennan Companies¹⁸
• Feb 28, 2016Shares withheld for tax 18,758 shares at $57.83 of Marsh & McLennan Companies¹⁹
• Feb 28, 2016Exercised options 36,174 shares of Marsh & McLennan Companies¹⁹
• Feb 24, 2016Gift 873 shares of Marsh & McLennan Companies¹⁹
• Feb 28, 2015Shares withheld for tax 20,861 shares at $56.99 of Marsh & McLennan Companies²⁰
• Feb 28, 2015Exercised options 40,231 shares of Marsh & McLennan Companies²⁰
• Feb 15, 2015Shares withheld for tax 5,871 shares at $56.35 of Marsh & McLennan Companies²¹