Julio A Portalatin
CIK 1541365 · President and CEO, Mercer · last filed 2026-05-22
Julio A Portalatin is a President and CEO, Mercer who has filed 33 SEC Form 4 insider transactions across 4 companies since 2012. The most recent filing, for XLF, was dated May 22, 2026. Across all open-market trades the lifetime net is −$7.4M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $929.5K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$929.5K
4
33
-$7.41M
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| XLF | Director | 15,404 | $53.34 | $821.6K | $0 | 7 | 2026-05-22 |
| DXC | Director | 11,759 | $9.17 | $107.8K | $0 | 3 | 2020-02-28 |
| MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | President and CEO, Mercer | 67,215 | $182.62 | $12.27M | -$7.41M | 20 | 2019-03-04 |
| DXC Technology Co (DXCw) Delisted | Director | 3,200 | — | — | $0 | 3 | 2017-08-17 |
Recent Filings
33 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-05-22 | XLF | Grant (A) | +1,526 | $0 | EDGAR |
| 2025-05-16 | XLF | Grant (A) | +2,406 | $0 | EDGAR |
| 2024-05-17 | XLF | Grant (A) | +2,514 | $0 | EDGAR |
| 2023-05-19 | XLF | Grant (A) | +2,849 | $0 | EDGAR |
| 2022-05-20 | XLF | Grant (A) | +2,912 | $0 | EDGAR |
| 2021-05-21 | XLF | Grant (A) | +2,319 | $0 | EDGAR |
| 2021-03-09 | XLF | Grant (A) | +410 | $0 | EDGAR |
| 2020-02-28 | DXC | Grant (A) | +5,900 | $0 | EDGAR |
| 2019-08-21 | DXC | Grant (A) | +6,500 | $0 | EDGAR |
| 2019-03-04 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Mixed | +9,882 | -$877.4K | EDGAR |