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 16, 2017 Filed Mar 20, 2017 21:48 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 4,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012462 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,417 F2 · shares: Restricted stock unit award vesting five years after the date of grant. Read SEC document |
| March 16, 2017 Filed Mar 20, 2017 21:48 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 3,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012462 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,317 F1 · date: Earned performance share units vesting on 3/17/2019. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 21:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNotional Stock Units · Derivative | 4,550 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011653 · form4.xml · derivative · entry 5 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,550 Underlying: Common Stock · 4,550 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 notional stock unit represents a right to receive one share of Gallagher common stock. F1 · shares: The reporting person deferred receipt of restricted stock units into the company's Supplemental Savings and Thrift Plan, resulting in the acquisition of a corresponding number of notional stock units. 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 13, 2017 Filed Mar 14, 2017 21:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 4,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011653 · form4.xml · nonDerivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,767 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 · shares: The reporting person deferred receipt of restricted stock units into the company's Supplemental Savings and Thrift Plan, resulting in the acquisition of a corresponding number of notional stock units. Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 716 | $56.66 | $40,568.56 |
DisclosureSEC source: 0001127602-17-011653 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,837 Read SEC document |
| March 10, 2017 Filed Mar 14, 2017 21:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011653 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,553 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, 2017 Filed Mar 14, 2017 21:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011653 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,317 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 |
| February 14, 2017 Filed Feb 16, 2017 20:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 3,000 | $0.00 Strike: $26.09 | $0.00 |
DisclosureSEC source: 0001127602-17-006562 · form4.xml · derivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 3,000 shares Expires 2018-05-13 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: The stock option becomes exercisable 10% each year, commencing January 1 after the date of grant. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 3,000 | $55.54 | $166,633.50 |
DisclosureSEC source: 0001127602-17-006562 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,253 Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 20:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 3,000 | $26.09 | $78,270.00 |
DisclosureSEC source: 0001127602-17-006562 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,253 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 |
| February 02, 2017 Filed Feb 3, 2017 21:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 6,600 | $0.00 Strike: $30.95 | $0.00 |
DisclosureSEC source: 0001127602-17-003904 · form4.xml · derivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,600 shares Expires 2018-03-07 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: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 21:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 6,600 | $54.04 | $356,664.00 |
DisclosureSEC source: 0001127602-17-003904 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,253 Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 21:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 6,600 | $30.95 | $204,270.00 |
DisclosureSEC source: 0001127602-17-003904 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,853 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 |
| September 12, 2016 Filed Sep 12, 2016 20:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 6,638 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0001127602-16-062398 · form4.xml · derivative · entry 5 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,638 shares Expires 2017-08-16 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: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| September 12, 2016 Filed Sep 12, 2016 20:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 5,349 | $50.24 | $268,733.76 |
DisclosureSEC source: 0001127602-16-062398 · form4.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,638 F1 · shares: These shares were delivered by the reporting person to pay the stock option exercise price. Read SEC document |
| September 12, 2016 Filed Sep 12, 2016 20:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 6,638 | $29.25 | $194,161.50 |
DisclosureSEC source: 0001127602-16-062398 · form4.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,987 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 |
| September 12, 2016 Filed Sep 13, 2016 20:25 UTC Amendment | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 6,638 | $0.00 Strike: $29.25 | $0.00 |
DisclosureSEC source: 0001127602-16-062465 · form4a.xml · derivative · entry 5 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,638 shares Expires 2017-08-16 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: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 20:25 UTC Amendment | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,734 | $50.24 | $187,596.16 |
DisclosureSEC source: 0001127602-16-062465 · form4a.xml · nonDerivative · entry 3 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,253 F1 · shares: These shares were delivered by the reporting person to pay the stock option exercise price. Read SEC document |
| September 12, 2016 Filed Sep 13, 2016 20:25 UTC Amendment | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 6,638 | $29.25 | $194,161.50 |
DisclosureSEC source: 0001127602-16-062465 · form4a.xml · nonDerivative · entry 2 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,987 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 |
| September 08, 2016 Filed Sep 12, 2016 20:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 1,200 | $0.00 Strike: $24.13 | $0.00 |
DisclosureSEC source: 0001127602-16-062398 · form4.xml · derivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,200 shares Expires 2017-03-02 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: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 20:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,200 | $24.13 | $28,956.00 |
DisclosureSEC source: 0001127602-16-062398 · form4.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,349 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 |
| September 08, 2016 Filed Sep 13, 2016 20:25 UTC Amendment | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 1,200 | $0.00 Strike: $24.13 | $0.00 |
DisclosureSEC source: 0001127602-16-062465 · form4a.xml · derivative · entry 4 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,200 shares Expires 2017-03-02 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: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| September 08, 2016 Filed Sep 13, 2016 20:25 UTC Amendment | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,200 | $24.13 | $28,956.00 |
DisclosureSEC source: 0001127602-16-062465 · form4a.xml · nonDerivative · entry 1 Bay Walter D. · CIK 0001410235 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,349 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.