Julio A Portalatin
CIK 1541365 · President and CEO, Mercer · last filed 2026-05-22
"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.
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Disclosed Exposure
$929.5K
Companies
4
Total Filings
33
Lifetime Open-Market Net
-$7.41M
Holdings By Company
Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
| 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 · Page 3 of 4
33 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2017-02-24 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Grant (A) | — | $0 | EDGAR |
| 2016-03-18 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Mixed | — | -$6.52M | EDGAR |
| 2016-03-01 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Mixed | +16,543 | -$1.08M | EDGAR |
| 2016-02-23 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Grant (A) | — | $0 | EDGAR |
| 2015-03-03 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Mixed | +19,370 | -$1.19M | EDGAR |
| 2015-02-25 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Grant (A) | — | $0 | EDGAR |
| 2015-02-17 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Mixed | +9,910 | -$330.9K | EDGAR |
| 2014-03-03 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Mixed | +4,401 | -$226.6K | EDGAR |
| 2014-02-25 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Grant (A) | — | $0 | EDGAR |
| 2013-02-28 | MARSH & MCLENNAN COMPANIES, INC. (MMC) Delisted | Mixed | +2,202 | -$86.1K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.