Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arthur J. Gallagher & Co.AJG · Entity 990 | Vice President | August 16, 2026 | August 18, 2026 |
| FEDERAL HOME LOAN MORTGAGE CORPFMCC · Entity 4123 | Director | November 25, 2019 | December 02, 2019 |
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 16, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,416.671 |
Ending reported balance
After 2026-08-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-16 · Exercise / conversion · Acquired 1,280.485 · Balance 5,023.485 Row 2 · 2026-08-16 · Tax withholding · Disposed 606.814 · Balance 4,416.671 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 6,017.051 |
Reported balance
After 2026-08-16 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-16 · Exercise / conversion · Disposed 1,280.485 · Balance 6,017.051 F1: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F2: 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. |
| Common StockSEC Table I · non-derivative | IndirectGallagher 401(k) plan account | 193.263 |
Reported balance
Holding disclosure · report date 2026-08-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 193.263 |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $228.20 · Expires 2033-03-01 | Direct | 13,331 |
Reported balance
Holding disclosure · report date 2026-08-16 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 13,331 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 $337.74 · Expires 2032-03-01 | Direct | 6,887 |
Reported balance
Holding disclosure · report date 2026-08-16 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 6,887 F4: Closing price of Gallagher common stock on February 28, 2025. F5: 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 | 5,777 |
Reported balance
Holding disclosure · report date 2026-08-16 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 5,777 F6: 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 | 4,900 |
Reported balance
Holding disclosure · report date 2026-08-16 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 4,900 F5: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. F7: Grant date of 3/15/2022. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $177.09 · Expires 2030-03-15 | Direct | 4,673 |
Reported balance
Holding disclosure · report date 2026-08-16 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 4,673 F8: 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 | Direct | 962.2459 |
Reported balance
Holding disclosure · report date 2026-08-16 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 962.2459 F9: Each notional stock unit represents a right to receive one share of Gallagher common stock. F10: The notional stock units become payable in July 2026 and following the reporting person's separation from service with Gallagher. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents a right to receive one share of Gallagher common stock.
F2: 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: 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 exerciseable 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: Grant date of 3/15/2022.
F8: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F9: Each notional stock unit represents a right to receive one share of Gallagher common stock.
F10: The notional stock units become payable in July 2026 and following the reporting person's separation from service with Gallagher.
FEDERAL HOME LOAN MORTGAGE CORP
Report date November 25, 2019 · Filed December 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No Securities OwnedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2019-11-25 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
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 16, 2026 Filed Aug 18, 2026 23:06 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 1,280.485 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000193 · form4.xml · derivative · entry 4 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,017.051 Underlying: Common Stock · 1,280.485 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 when 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 when they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| August 16, 2026 Filed Aug 18, 2026 23:06 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 606.814 | $251.21 | $152,437.74 |
DisclosureSEC source: 0000354190-26-000193 · form4.xml · nonDerivative · entry 2 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,416.671 Read SEC document |
| August 16, 2026 Filed Aug 18, 2026 23:06 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,280.485 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000193 · form4.xml · nonDerivative · entry 1 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,023.485 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 01:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 793 | $207.93 | $164,888.49 |
DisclosureSEC source: 0000354190-26-000077 · form4.xml · nonDerivative · entry 4 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,743 Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 01:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 3,506 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000077 · form4.xml · nonDerivative · entry 3 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,536 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 01:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 3,506 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000077 · form4.xml · nonDerivative · entry 2 Bloom Mark H. · CIK 0001795399 · Vice President 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 01:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 3,506 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000077 · form4.xml · nonDerivative · entry 1 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,506 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 01:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantPhantom Stock · Derivative | 1,541.782 | $227.01 | $349,999.93 |
DisclosureSEC source: 0000354190-26-000056 · form4.xml · derivative · entry 1 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,255.745 Underlying: Common Stock · 1,541.782 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 when 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 when 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 23:44 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 13,331 | $0.00 Strike: $228.20 | $0.00 |
DisclosureSEC source: 0000354190-26-000018 · form4.xml · derivative · entry 1 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,331 Underlying: Common Stock · 13,331 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 |
| March 10, 2025 Filed Mar 12, 2025 00:33 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 778.259 | $321.23 | $250,000.14 |
DisclosureSEC source: 0001127602-25-009171 · form4.xml · derivative · entry 1 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,667.421 Underlying: Common Stock · 778.259 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 when 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 when 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 02:25 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 6,887 | $0.00 Strike: $337.74 | $0.00 |
DisclosureSEC source: 0001127602-25-008472 · form4.xml · derivative · entry 1 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,887 Underlying: Common Stock · 6,887 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 |
| March 04, 2024 Filed Mar 5, 2024 23:51 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 1,028.26 | $243.13 | $250,000.85 |
DisclosureSEC source: 0001127602-24-008714 · form4.xml · derivative · entry 2 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,670.666 Underlying: Common Stock · 1,028.26 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 23:51 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 5,777 | $0.00 Strike: $243.54 | $0.00 |
DisclosureSEC source: 0001127602-24-008714 · form4.xml · derivative · entry 1 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,777 Underlying: Common Stock · 5,777 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 |
| March 15, 2023 Filed Mar 17, 2023 23:44 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 4,673 | $0.00 Strike: $177.09 | $0.00 |
DisclosureSEC source: 0001127602-23-010770 · form4.xml · derivative · entry 1 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,673 Underlying: Common Stock · 4,673 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 10, 2023 Filed Mar 15, 2023 01:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 2,016.7 | $185.95 | $375,005.37 |
DisclosureSEC source: 0001127602-23-010202 · form4.xml · derivative · entry 1 Bloom Mark H. · CIK 0001795399 · Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,610.879 Underlying: Common Stock · 2,016.7 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 · 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. 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 when 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 when they attain age 62, or after a one-year period for participants who have attained age 61. 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.