Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arthur J. Gallagher & Co.AJG · Entity 990 | General Counsel | August 24, 2026 | August 26, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Arthur J. Gallagher & Co.
Report date August 24, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,292.092 |
Reported balance
After 2026-08-24 transaction · row 1
1 source rowRow 1 · 2026-08-24 · Sale · Disposed 12,000 · Balance 71,292.092 F1: The price reported is an average weighted price. The shares were sold in multiple transactions on 8/24/2026 at prices ranging from $270.01 to $270.17. The reporting person will provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Common StockSEC Table I · non-derivative | IndirectGallagher 401(k) plan account | 491.129 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 491.129 |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.90 · Expires 2028-03-16 | Direct | 24,500 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 24,500 F2: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $86.17 · Expires 2027-03-12 | Direct | 17,630 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 17,630 F2: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $228.20 · Expires 2033-03-01 | Direct | 16,952 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 16,952 F3: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $158.56 · Expires 2029-03-15 | Direct | 11,405 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 11,405 F2: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $337.74 · Expires 2032-03-01 | Direct | 11,350 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 11,350 F4: Closing price of Gallagher common stock on February 28, 2025. F2: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $243.54 · Expires 2031-03-01 | Direct | 10,884 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 10,884 F5: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $177.09 · Expires 2030-03-15 | Direct | 9,452 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 9,452 F6: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Notional Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,828.5456 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 5,828.5456 F7: Each notional stock unit represents a right to receive one share of Gallagher common stock. F8: The notional stock units become payable in July 2026 and following the reporting person's separation from service with Gallagher. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 4,007.175 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 4,007.175 F9: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F10: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is an average weighted price. The shares were sold in multiple transactions on 8/24/2026 at prices ranging from $270.01 to $270.17. The reporting person will provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F3: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F4: Closing price of Gallagher common stock on February 28, 2025.
F5: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F6: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F7: Each notional stock unit represents a right to receive one share of Gallagher common stock.
F8: The notional stock units become payable in July 2026 and following the reporting person's separation from service with Gallagher.
F9: Each share of phantom stock represents a right to receive one share of Gallagher common stock.
F10: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 24, 2026 Filed Aug 26, 2026 23:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 12,000 | $270.08 | $3,240,972.00 |
DisclosureSEC source: 0000354190-26-000199 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,292.092 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 8/24/2026 at prices ranging from $270.01 to $270.17. The reporting person will provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 00:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 1,415.092 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000114 · form4.xml · derivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,994.734 Underlying: Common Stock · 1,415.092 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F3 · derivative.exercise_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. F3 · derivative.expiration_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 00:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 627 | $215.95 | $135,400.65 |
DisclosureSEC source: 0000354190-26-000114 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,292.092 F1 · balance_after: The transactions in this report relate solely to the distribution of vested shares under the Age 62 Plan and the withholding of shares to cover applicable income and employment taxes. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 00:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,415.092 | $215.95 | $305,589.12 |
DisclosureSEC source: 0000354190-26-000114 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,919.092 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 01:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,411 | $207.93 | $501,319.23 |
DisclosureSEC source: 0000354190-26-000075 · form4.xml · nonDerivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,414 Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 01:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 7,090 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000075 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,504 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 01:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 7,090 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000075 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 01:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 7,090 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000075 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,090 F1 · shares: Performance share units (awarded on March 15, 2023) earned and vested as of March 15, 2026. Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 01:30 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantPhantom Stock · Derivative | 1,982.292 | $227.01 | $450,000.11 |
DisclosureSEC source: 0000354190-26-000058 · form4.xml · derivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,399.1 Underlying: Common Stock · 1,982.292 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F2 · derivative.exercise_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. F2 · derivative.expiration_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 23:41 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 16,952 | $0.00 Strike: $228.20 | $0.00 |
DisclosureSEC source: 0000354190-26-000016 · form4.xml · derivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,952 Underlying: Common Stock · 16,952 shares Expires 2033-03-01 F1 · derivative.exercise_date: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| December 19, 2025 Filed Dec 24, 2025 00:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 15,850 | $0.00 Strike: $79.59 | $0.00 |
DisclosureSEC source: 0000354190-25-000056 · form4.xml · derivative · entry 13 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,850 shares Expires 2026-03-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| December 19, 2025 Filed Dec 24, 2025 00:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,724 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-25-000056 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,825 Read SEC document |
| December 19, 2025 Filed Dec 24, 2025 00:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 15,850 | $255.00 | $4,041,750.00 |
DisclosureSEC source: 0000354190-25-000056 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,549 Read SEC document |
| December 19, 2025 Filed Dec 24, 2025 00:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 15,850 | $79.59 | $1,261,501.50 |
DisclosureSEC source: 0000354190-25-000056 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,399 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 01:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 78.755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-011274 · form4.xml · derivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,395.152 Underlying: Common Stock · 78.755 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F2 · derivative.exercise_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. F2 · derivative.expiration_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 01:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 78.755 | $345.24 | $27,189.38 |
DisclosureSEC source: 0001127602-25-011274 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,470.245 Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 01:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 78.755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-011274 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,549 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,108 | $325.24 | $1,010,845.92 |
DisclosureSEC source: 0001127602-25-009865 · form4.xml · nonDerivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,549 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 7,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009865 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,657 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 7,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009865 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 7,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009865 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,180 F1 · shares: Performance share units (awarded on March 15, 2022) earned and vested as of March 15, 2025. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 23:41 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 945 | $325.75 | $307,833.75 |
DisclosureSEC source: 0001127602-25-009549 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,477 Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 23:41 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009549 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,422 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 23:41 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009549 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 00:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 1,400.866 | $321.23 | $450,000.19 |
DisclosureSEC source: 0001127602-25-009177 · form4.xml · derivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,470.264 Underlying: Common Stock · 1,400.866 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F2 · derivative.exercise_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. F2 · derivative.expiration_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| March 01, 2025 Filed Mar 6, 2025 02:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 11,350 | $0.00 Strike: $337.74 | $0.00 |
DisclosureSEC source: 0001127602-25-008470 · form4.xml · derivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,350 Underlying: Common Stock · 11,350 shares Expires 2032-03-01 F1 · derivative.exercise_price: Closing price of Gallagher common stock on February 28, 2025. F2 · derivative.exercise_date: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 21:11 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 10,000 | $326.62 | $3,266,200.00 |
DisclosureSEC source: 0001127602-25-004896 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,172 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $326.58 to $326.70 The reporting person will provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 05, 2025 Filed Feb 8, 2025 02:04 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 94,731.841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003688 · form4.xml · derivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,069.398 Underlying: Common Stock · 94,731.841 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F2 · derivative.exercise_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. F2 · derivative.expiration_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards in the year they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| February 05, 2025 Filed Feb 8, 2025 02:04 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 40,612.841 | $316.30 | $12,845,841.61 |
DisclosureSEC source: 0001127602-25-003688 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,172 Read SEC document |
| February 05, 2025 Filed Feb 8, 2025 02:04 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 94,731.841 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003688 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,784.841 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 10, 2024 Filed Dec 11, 2024 16:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherNotional Stock Units · Derivative | 4,942.4 | $283.74 Strike: $0.00 | $1,402,356.58 |
DisclosureSEC source: 0001127602-24-029073 · form4.xml · derivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,942.4 Underlying: Common Stock · 4,942.4 shares Expires not disclosed F1 · derivative.exercise_price: Each notional stock unit represents a right to receive one share of Gallagher common stock. F2 · shares: Acquisition arising from the reporting person's reallocation of funds held in the Supplemental Savings and Thrift Plan into the fund representing Gallagher common stock. F3 · derivative.exercise_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. F3 · derivative.expiration_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. Read SEC document |
| July 30, 2024 Filed Jul 30, 2024 22:09 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 6,335 | $284.06 | $1,799,530.24 |
DisclosureSEC source: 0001127602-24-021201 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,053 Read SEC document |
| June 18, 2024 Filed Jun 18, 2024 22:48 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 8,303 | $262.74 | $2,181,546.83 |
DisclosureSEC source: 0001127602-24-018930 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,388 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 6/18/2024 at prices ranging from $262.39 to $263.32. The reporting person will provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 22:48 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherNotional Stock Units · Derivative | 9,675.47 | $261.16 Strike: $0.00 | $2,526,845.75 |
DisclosureSEC source: 0001127602-24-018930 · form4.xml · derivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,675.47 shares Expires not disclosed F2 · derivative.exercise_price: Each notional stock unit represents a right to receive one share of Gallagher common stock. F3 · shares: This exempt disposition of notional stock units reflects a reallocation of amounts previously deferred pursuant to the Supplemental Savings and Thrift Plan out of the investment option representing Gallagher common stock. F4 · derivative.exercise_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. F4 · derivative.expiration_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. Read SEC document |
| May 20, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 800 | $0.00 Strike: $70.74 | $0.00 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · derivative · entry 13 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 800 shares Expires 2025-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| May 20, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 800 | $257.24 | $205,792.00 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · nonDerivative · entry 9 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,691 Read SEC document |
| May 20, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 800 | $70.74 | $56,592.00 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · nonDerivative · entry 8 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,491 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 17, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 8,717 | $0.00 Strike: $70.74 | $0.00 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · derivative · entry 12 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 8,717 shares Expires 2025-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| May 17, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 386 | $258.11 | $99,630.46 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · nonDerivative · entry 7 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,691 F4 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 5/17/2024 at prices ranging from $258.05 to $258.16. Read SEC document |
| May 17, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 4,468 | $257.53 | $1,150,644.04 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · nonDerivative · entry 6 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,077 F3 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 5/17/2024 at prices ranging from $257.01 to $257.97. Read SEC document |
| May 17, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 3,863 | $256.27 | $989,971.01 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · nonDerivative · entry 5 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,545 F2 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 5/17/2024 at prices ranging from $256.00 to $256.92. The reporting person will provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in the footnotes to this Form 4. Read SEC document |
| May 17, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 8,717 | $70.74 | $616,640.58 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · nonDerivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,408 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 7,283 | $0.00 Strike: $70.74 | $0.00 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · derivative · entry 11 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,517 Underlying: Common Stock · 7,283 shares Expires 2025-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| May 16, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 7,283 | $256.04 | $1,864,739.32 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,691 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 5/16/2024 at prices ranging from $256.00 to $256.28. The reporting person will provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 16, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 7,283 | $70.74 | $515,199.42 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,550 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2024 Filed May 21, 2024 00:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 7,576 | $253.00 | $1,916,728.00 |
DisclosureSEC source: 0001127602-24-016050 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,974 Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:37 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,858 | $253.17 | $976,729.86 |
DisclosureSEC source: 0001127602-24-010715 · form4.xml · nonDerivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,267 Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:37 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 8,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010715 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,125 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:37 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 8,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010715 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:37 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 8,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010715 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,164 F1 · shares: Performance share units (awarded on March 16, 2021) earned and vested as of March 16, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.