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 |
|---|---|---|---|---|---|---|
| March 14, 2024 Filed Mar 19, 2024 01:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 980 | $254.91 | $249,811.80 |
DisclosureSEC source: 0001127602-24-010524 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,211 Read SEC document |
| March 14, 2024 Filed Mar 19, 2024 01:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010524 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,191 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 14, 2024 Filed Mar 19, 2024 01:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 3,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010524 · form4.xml · nonDerivative · entry 1 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 04, 2024 Filed Mar 5, 2024 23:45 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 1,850.86 | $243.13 | $449,999.59 |
DisclosureSEC source: 0001127602-24-008706 · form4.xml · derivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,742.999 Underlying: Common Stock · 1,850.86 shares Expires not disclosed 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 when 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 when they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:45 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 10,884 | $0.00 Strike: $243.54 | $0.00 |
DisclosureSEC source: 0001127602-24-008706 · form4.xml · derivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,884 Underlying: Common Stock · 10,884 shares Expires 2031-03-01 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 |
| September 15, 2023 Filed Sep 20, 2023 01:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 21,800 | $0.00 Strike: $56.86 | $0.00 |
DisclosureSEC source: 0001127602-23-024486 · form4.xml · derivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,800 shares Expires 2024-03-16 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_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 |
| September 15, 2023 Filed Sep 20, 2023 01:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 21,800 | $232.00 | $5,057,600.00 |
DisclosureSEC source: 0001127602-23-024486 · 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 at prices ranging from $232.00 to $232.07. 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 |
| September 15, 2023 Filed Sep 20, 2023 01:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 21,800 | $56.86 | $1,239,548.00 |
DisclosureSEC source: 0001127602-23-024486 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,491 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 |
| March 15, 2023 Filed Mar 17, 2023 23:41 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 9,452 | $0.00 Strike: $177.09 | $0.00 |
DisclosureSEC source: 0001127602-23-010768 · form4.xml · derivative · entry 5 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,452 Underlying: Common Stock · 9,452 shares Expires 2030-03-15 F1 · 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 |
| March 15, 2023 Filed Mar 17, 2023 23:41 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 1,773 | $177.09 | $313,980.57 |
DisclosureSEC source: 0001127602-23-010768 · form4.xml · nonDerivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,691 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:41 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010768 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,464 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, 2023 Filed Mar 17, 2023 23:41 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010768 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,750 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, 2023 Filed Mar 15, 2023 01:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,530 | $182.76 | $645,142.80 |
DisclosureSEC source: 0001127602-23-010190 · form4.xml · nonDerivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,464 Read SEC document |
| March 12, 2023 Filed Mar 15, 2023 01:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 9,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010190 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,994 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, 2023 Filed Mar 15, 2023 01:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 9,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010190 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,750 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, 2023 Filed Mar 15, 2023 01:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 9,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010190 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,550 F1 · shares: Performance share units (awarded on March 12, 2020) earned and vested as of March 12, 2023. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 01:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 3,630 | $185.95 | $674,998.50 |
DisclosureSEC source: 0001127602-23-010190 · form4.xml · derivative · entry 6 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,933.074 Underlying: Common Stock · 3,630 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F3 · shares: 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 when they attain age 62, or after a one-year period for participants who have attained age 61. 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 when 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 when they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| December 29, 2022 Filed Feb 10, 2023 23:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 2,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004559 · form5.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,194 Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 5,100 | $0.00 Strike: $43.71 | $0.00 |
DisclosureSEC source: 0001127602-22-020843 · form4.xml · derivative · entry 7 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,100 shares Expires 2023-03-17 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_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 |
| August 10, 2022 Filed Aug 11, 2022 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 5,100 | $185.00 | $943,500.00 |
DisclosureSEC source: 0001127602-22-020843 · form4.xml · nonDerivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,117 Read SEC document |
| August 10, 2022 Filed Aug 11, 2022 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 5,100 | $43.71 | $222,921.00 |
DisclosureSEC source: 0001127602-22-020843 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,217 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 |
| August 09, 2022 Filed Aug 11, 2022 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 5,100 | $0.00 Strike: $43.71 | $0.00 |
DisclosureSEC source: 0001127602-22-020843 · form4.xml · derivative · entry 6 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,100 Underlying: Common Stock · 5,100 shares Expires 2023-03-17 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_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 |
| August 09, 2022 Filed Aug 11, 2022 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 5,100 | $181.00 | $923,100.00 |
DisclosureSEC source: 0001127602-22-020843 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,217 Read SEC document |
| August 09, 2022 Filed Aug 11, 2022 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 5,100 | $43.71 | $222,921.00 |
DisclosureSEC source: 0001127602-22-020843 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,317 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, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 2,843.4 | $158.26 | $449,996.48 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · derivative · entry 13 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,245.259 Underlying: Common Stock · 2,843.4 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F4 · shares: 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 when they attain age 62, or after a one-year period for participants who have attained age 61. F4 · 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 when they attain age 62, or after a one-year period for participants who have attained age 61. F4 · 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 when they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 7,500 | $0.00 Strike: $43.71 | $0.00 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · derivative · entry 12 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,200 Underlying: Common Stock · 7,500 shares Expires 2023-03-17 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_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 |
| March 16, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,015 | $162.67 | $327,780.05 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · nonDerivative · entry 9 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,215 Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 4,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · nonDerivative · entry 8 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,230 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, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 4,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · nonDerivative · entry 7 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,750 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, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 7,500 | $162.00 | $1,215,000.00 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · nonDerivative · entry 6 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,680 Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 7,500 | $43.71 | $327,825.00 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · nonDerivative · entry 5 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,180 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, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 11,405 | $0.00 Strike: $158.56 | $0.00 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · derivative · entry 11 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,405 Underlying: Common Stock · 11,405 shares Expires 2029-03-15 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 |
| March 14, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,819 | $154.74 | $436,212.06 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · nonDerivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,680 Read SEC document |
| March 14, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 8,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,499 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 14, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 8,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,300 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 14, 2022 Filed Mar 17, 2022 00:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 8,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009540 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,750 F1 · shares: Performance share units (awarded on March 14, 2019) earned and vested as of March 14, 2022. Read SEC document |
| February 23, 2022 Filed Feb 26, 2022 00:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNotional Stock Units · Derivative | 525.67 | $153.73 Strike: $0.00 | $80,811.25 |
DisclosureSEC source: 0001127602-22-006874 · form4.xml · derivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,736.87 Underlying: Common Stock · 525.67 shares Expires not disclosed F1 · derivative.exercise_price: Each notional stock unit represents a right to receive one share of Gallagher common stock. F2 · derivative.exercise_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. F2 · derivative.expiration_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. Read SEC document |
| January 31, 2022 Filed Feb 2, 2022 22:26 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherNotional Stock Units · Derivative | 2,316 | $157.94 Strike: $0.00 | $365,789.04 |
DisclosureSEC source: 0001127602-22-003023 · form4.xml · derivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,211.2 Underlying: Common Stock · 2,316 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 |
| December 17, 2021 Filed Dec 18, 2021 00:46 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherNotional Stock Units · Derivative | 1,139.3 | $164.40 Strike: $0.00 | $187,300.92 |
DisclosureSEC source: 0001127602-21-031477 · form4.xml · derivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,893.4 Underlying: Common Stock · 1,139.3 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 |
| December 15, 2021 Filed Dec 18, 2021 00:46 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherNotional Stock Units · Derivative | 1,873.5 | $166.62 Strike: $0.00 | $312,162.57 |
DisclosureSEC source: 0001127602-21-031477 · form4.xml · derivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,754.1 Underlying: Common Stock · 1,873.5 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 |
| March 17, 2021 Filed Mar 18, 2021 22:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 3,531.6 | $127.42 | $449,996.47 |
DisclosureSEC source: 0001127602-21-011469 · form4.xml · derivative · entry 6 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,992.7 Underlying: Common Stock · 3,531.6 shares Expires not disclosed 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 when 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 when they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 22:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,245 | $128.43 | $288,325.35 |
DisclosureSEC source: 0001127602-21-011469 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,049 Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 22:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 5,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011469 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,294 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 17, 2021 Filed Mar 18, 2021 22:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 5,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011469 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,850 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, 2021 Filed Mar 18, 2021 22:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 24,500 | $0.00 Strike: $127.90 | $0.00 |
DisclosureSEC source: 0001127602-21-011469 · form4.xml · derivative · entry 5 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,500 Underlying: Common Stock · 24,500 shares Expires 2028-03-16 F1 · 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 |
| March 15, 2021 Filed Mar 18, 2021 00:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,178 | $127.21 | $404,273.38 |
DisclosureSEC source: 0001127602-21-011252 · form4.xml · nonDerivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,944 Read SEC document |
| March 15, 2021 Filed Mar 18, 2021 00:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 9,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011252 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,122 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, 2021 Filed Mar 18, 2021 00:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 9,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011252 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,200 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, 2021 Filed Mar 18, 2021 00:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 9,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011252 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,900 F1 · shares: Performance share units (awarded on March 15, 2018) earned and vested as of March 15, 2021. Read SEC document |
| February 11, 2021 Filed Feb 13, 2021 00:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherNotional Stock Units · Derivative | 2,158.3 | $116.33 Strike: $0.00 | $251,075.04 |
DisclosureSEC source: 0001127602-21-005549 · form4.xml · derivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,880.6 Underlying: Common Stock · 2,158.3 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.