MARSH & MCLENNAN COMPANIES, INC. — fact timeline

MARSH & MCLENNAN COMPANIES, INC. incurred credit facility of $4.25 billion with Citibank, N.A. at Term SOFR plus a fixed margin which varies with the Company's credit ratings maturing June 2031.

“On June 2, 2026, Marsh & McLennan Companies, Inc. (the “Company”) and certain of its domestic and foreign subsidiaries entered into a new Amended and Restated 5 Year Credit Agreement, dated as of June 2, 2026, among the Company, as borrower, the designated subsidiaries party thereto as borrowers, Citibank, N.A., as administrative agent, and the lenders from time to time party thereto (the “Credit Agreement”). The Credit Agreement provides for a multi-currency unsecured $4.25 billion five-year revolving credit facility (the “New Facility”).”

MARSH & MCLENNAN COMPANIES, INC. terminated Amended and Restated 5 Year Credit Agreement with Citibank, N.A., as administrative agent, and the lenders from time to time party thereto valued at $3.5 billion (effective 2026-06-02).

“In connection with the New Facility, on June 2, 2026, the Company terminated its multi-currency unsecured $3.5 billion five-year revolving credit facility under the Amended and Restated 5 Year Credit Agreement, dated as of October11, 2023, among the Company, as borrower, the designated subsidiaries party thereto, as borrowers, Citibank, N.A., as administrative agent, and the lenders from time to time party thereto.”

MARSH & MCLENNAN COMPANIES, INC. entered into Amended and Restated 5 Year Credit Agreement with Citibank, N.A., as administrative agent, and the lenders from time to time party thereto valued at $4.25 billion (effective 2026-06-02).

“On June 2, 2026, Marsh & McLennan Companies, Inc. (the “Company”) and certain of its domestic and foreign subsidiaries entered into a new Amended and Restated 5 Year Credit Agreement, dated as of June 2, 2026, among the Company, as borrower, the designated subsidiaries party thereto as borrowers, Citibank, N.A., as administrative agent, and the lenders from time to time party thereto (the “Credit Agreement”).”

MARSH & MCLENNAN COMPANIES, INC. reported first quarter ended March 31, 2026 results: revenue $7.6 billion, net income $1.1 billion, EPS $2.36.

“Consolidated revenue in the first quarter of 2026 was $7.6 billion, an increase of 8% compared with the first quarter of 2025, or 4% on an underlying basis.”

MARSH & MCLENNAN COMPANIES, INC.: Adopted amended and restated bylaws to update provisions reflecting DGCL amendments, update advance notice requirements, clarify voting standard and chair authority (effective 2026-01-14).

“On and effective January 14, 2026, the Board of Directors of Marsh & McLennan Companies, Inc. (the “Company”) approved amended and restated bylaws of the Company (the “Amended and Restated Bylaws”). Among other things the amendments (i) update and conform various provisions to reflect the latest amendments to the Delaware General Corporation Law (the “DGCL”), including related to the stockholder list and quorum for committee meetings, (ii) update certain procedural and informational requirements under the advance notice provisions related to director nominations and other proposals, including related to the requirement to provide certain disclosures and information to the Company, the number of nominees the stockholder can nominate and reflecting the universal proxy rules under Rule 14a-19, (iii) clarify the voting standard for matters submitted to the stockholders and (iv) clarify the authority of the chair of the meeting of stockholders.”

Jan Siegmund was appointed as independent member of the Board at MARSH & MCLENNAN COMPANIES, INC..

“On July 10, 2024, the board of directors (the “Board”) of Marsh & McLennan Companies, Inc. (the “Company”) appointed Jan Siegmund, age 60, as an independent member of the Board, effective immediately.”

MARSH & MCLENNAN COMPANIES, INC. shareholders rejected Stockholder proposal regarding action by written consent at the 2024-05-16 meeting.

“The Company’s stockholders did not approve the stockholder proposal regarding action by written consent, with the following vote: Number of Shares Voted For Number of Shares Voted Against Number of Shares Abstained Broker Non-Votes 200,067,525 218,449,092 2,335,880 26,633,436”

MARSH & MCLENNAN COMPANIES, INC. shareholders approved Ratification of Deloitte & Touche LLP as independent registered public accounting firm for 2024 at the 2024-05-16 meeting.

“The Company’s stockholders ratified the selection of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024, with the following vote: Number of Shares Voted For Number of Shares Voted Against Number of Shares Abstained Broker Non-Votes 415,721,470 30,135,463 1,629,000 N/A”

MARSH & MCLENNAN COMPANIES, INC. shareholders approved Nonbinding vote to approve compensation of named executive officers at the 2024-05-16 meeting.

“The Company’s stockholders approved, by nonbinding vote, the compensation of the Company's named executive officers, as disclosed in the Company’s 2024 Proxy Statement, with the following vote: Number of Shares Voted For Number of Shares Voted Against Number of Shares Abstained Broker Non-Votes 390,338,237 29,587,334 926,926 26,633,436”

MARSH & MCLENNAN COMPANIES, INC. shareholders approved Election of eleven director nominees to a one-year term at the 2024-05-16 meeting.

“The Company’s stockholders elected the eleven (11) director nominees named below to a one-year term expiring at the 2025 annual meeting or until their successors are elected and qualified, with each receiving the following votes”

MARSH & MCLENNAN COMPANIES, INC. reported first quarter ended March 31, 2024 results: revenue $6.5 billion, net income $1.4 billion, EPS $2.82.

“dedication as they focus on helping our clients thrive in a complex and dynamic environment." Consolidated Results Consolidated revenue in the first quarter of 2024 was $6.5 billion, an increase of 9% compared with the first quarter of 2023. On an underlying basis, revenue increased 9%. Operating income rose 12% to $1.9 billion. Adjusted operating income,”