Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arthur J. Gallagher & Co.AJG · Entity 990 | Vice President | July 01, 2026 | July 07, 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 July 01, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,832.7289 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Exercise / conversion · Acquired 355.801 · Balance 44,832.7289 |
| Notional Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,134.526 |
Reported balance
After 2026-07-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-01 · Exercise / conversion · Disposed 355.801 · Balance 6,134.526 F2: Each notional stock unit represents a right to receive one share of Gallagher common stock. F3: Portions of these notional stock units are payable to the reporting person in shares of common stock in July of 2026, 2027 and 2028 and following the reporting person's separation from service. F4: Portions of these notional stock units are payable to the reporting person in shares of common stock in July of 2026, 2027 and 2028 and following the reporting person's separation from service. |
| Common StockSEC Table I · non-derivative | IndirectBy Child | 59 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 59 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's Trust | 12,505 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 12,505 F1: Shares held in irrevocable trust, of which his spouse is sole Trustee. |
| Common StockSEC Table I · non-derivative | IndirectGallagher 401(k) plan account | 491.139 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 491.139 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 49,545.666 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 49,545.666 F5: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F6: 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. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $228.20 · Expires 2033-03-01 | Direct | 13,167 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 13,167 F7: 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 $86.17 · Expires 2027-03-12 | Direct | 7,520 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 7,520 F8: Grant date of 3/12/2020. F9: 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 $127.90 · Expires 2028-03-16 | Direct | 7,255 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 7,255 F9: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. F10: Grant date of 3/16/2021. |
| 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 2026-07-01 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 4,900 F9: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. F11: 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 | 3,823 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 3,823 F9: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. F12: Grant date of 3/15/2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held in irrevocable trust, of which his spouse is sole Trustee.
F2: Each notional stock unit represents a right to receive one share of Gallagher common stock.
F3: Portions of these notional stock units are payable to the reporting person in shares of common stock in July of 2026, 2027 and 2028 and following the reporting person's separation from service.
F4: Portions of these notional stock units are payable to the reporting person in shares of common stock in July of 2026, 2027 and 2028 and following the reporting person's separation from service.
F5: Each share of phantom stock represents a right to receive one share of Gallagher common stock.
F6: 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.
F7: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F8: Grant date of 3/12/2020.
F9: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F10: Grant date of 3/16/2021.
F11: Grant date of 3/15/2022.
F12: Grant date of 3/15/2023.
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 |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 7, 2026 00:12 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNotional Stock Units · Derivative | 355.801 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000175 · form4.xml · derivative · entry 5 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,134.526 Underlying: Common Stock · 355.801 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. F3 · derivative.exercise_date: Portions of these notional stock units are payable to the reporting person in shares of common stock in July of 2026, 2027 and 2028 and following the reporting person's separation from service. F4 · derivative.expiration_date: Portions of these notional stock units are payable to the reporting person in shares of common stock in July of 2026, 2027 and 2028 and following the reporting person's separation from service. Read SEC document |
| July 01, 2026 Filed Jul 7, 2026 00:12 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 355.801 | $229.57 | $81,681.24 |
DisclosureSEC source: 0000354190-26-000175 · form4.xml · nonDerivative · entry 1 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,832.7289 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, 2026 Filed Mar 19, 2026 00:30 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 525 | $207.93 | $109,163.25 |
DisclosureSEC source: 0000354190-26-000095 · form4.xml · nonDerivative · entry 1 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,379.2717 F1 · kind: Shares withheld to cover applicable tax obligations relating to the vesting of restricted stock units. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 23:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 6,750 | $0.00 Strike: $79.59 | $0.00 |
DisclosureSEC source: 0000354190-26-000062 · form4.xml · derivative · entry 6 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,750 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: Grant date of 3/14/2019. F4 · 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 05, 2026 Filed Mar 9, 2026 23:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,733 | $228.84 | $854,241.06 |
DisclosureSEC source: 0000354190-26-000062 · form4.xml · nonDerivative · entry 2 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,865.6557 F1 · kind: Shares withheld to cover applicable tax obligations and the exercise price relating to the exercise of expiring stock options. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 23:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 6,750 | $79.59 | $537,232.50 |
DisclosureSEC source: 0000354190-26-000062 · form4.xml · nonDerivative · entry 1 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,598.6557 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, 2026 Filed Mar 7, 2026 01:13 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantPhantom Stock · Derivative | 1,321.528 | $227.01 | $300,000.07 |
DisclosureSEC source: 0000354190-26-000042 · form4.xml · derivative · entry 1 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,197.003 Underlying: Common Stock · 1,321.528 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 4, 2026 00:09 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 13,167 | $0.00 Strike: $228.20 | $0.00 |
DisclosureSEC source: 0000354190-26-000030 · form4.xml · derivative · entry 1 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,167 Underlying: Common Stock · 13,167 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 |
| November 03, 2025 Filed Nov 4, 2025 02:04 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | PurchaseCommon Stock | 599 | $248.72 | $148,981.48 |
DisclosureSEC source: 0000354190-25-000041 · form4.xml · nonDerivative · entry 4 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,848.6557 F4 · price: The price reported is an average weighted price. The shares were purchased in multiple transactions on 11/3/2025 at prices ranging from $248.290 to $248.970. 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 |
| November 03, 2025 Filed Nov 4, 2025 02:04 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | PurchaseCommon Stock | 989 | $247.42 | $244,693.44 |
DisclosureSEC source: 0000354190-25-000041 · form4.xml · nonDerivative · entry 3 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,249.6557 F3 · price: The price reported is an average weighted price. The shares were purchased in multiple transactions on 11/3/2025 at prices ranging from $247.170 to $248.040. 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 |
| November 03, 2025 Filed Nov 4, 2025 02:04 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | PurchaseCommon Stock | 1,874 | $246.82 | $462,544.43 |
DisclosureSEC source: 0000354190-25-000041 · form4.xml · nonDerivative · entry 2 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,260.6557 F2 · price: The price reported is an average weighted price. The shares were purchased in multiple transactions on 11/3/2025 at prices ranging from $246.160 to $247.120. 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 |
| November 03, 2025 Filed Nov 4, 2025 02:04 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | PurchaseCommon Stock | 538 | $245.85 | $132,268.91 |
DisclosureSEC source: 0000354190-25-000041 · form4.xml · nonDerivative · entry 1 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,386.6557 F1 · price: The price reported is an average weighted price. The shares were purchased in multiple transactions on 11/3/2025 at prices ranging from $245.120 to $246.050. 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 |
| September 10, 2025 Filed Sep 12, 2025 01:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-25-000035 · form4.xml · nonDerivative · entry 1 Pesch Michael Robert · CIK 0002022545 · Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,848.6557 Read SEC document |
| June 18, 2025 Filed Jun 20, 2025 20:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | PurchaseCommon Stock | 59 | $318.37 | $18,783.83 |
DisclosureSEC source: 0001127602-25-017840 · form4.xml · nonDerivative · entry 1 Pesch Michael Robert · CIK 0002022545 · President 10b5-1 filing: No plan indicated Ownership: Indirect · By Child Disclosed balance after: 59 Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 23:36 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 490 | $325.75 | $159,617.50 |
DisclosureSEC source: 0001127602-25-009543 · form4.xml · nonDerivative · entry 3 Pesch Michael Robert · CIK 0002022545 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,447.04 Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 23:36 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009543 · form4.xml · nonDerivative · entry 2 Pesch Michael Robert · CIK 0002022545 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,937.04 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 23:36 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009543 · form4.xml · nonDerivative · entry 1 Pesch Michael Robert · CIK 0002022545 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,649 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 00:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 3,113.035 | $321.23 | $1,000,000.23 |
DisclosureSEC source: 0001127602-25-009167 · form4.xml · derivative · entry 1 Pesch Michael Robert · CIK 0002022545 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,430.976 Underlying: Common Stock · 3,113.035 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 01:59 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 7,052 | $0.00 Strike: $337.74 | $0.00 |
DisclosureSEC source: 0001127602-25-008454 · form4.xml · derivative · entry 1 Pesch Michael Robert · CIK 0002022545 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,052 Underlying: Common Stock · 7,052 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 |
| September 13, 2024 Filed Sep 13, 2024 21:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 7,100 | $0.00 Strike: $70.74 | $0.00 |
DisclosureSEC source: 0001127602-24-023937 · form4.xml · derivative · entry 5 Pesch Michael Robert · CIK 0002022545 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,100 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. F3 · derivative.exercise_date: Grant date of 3/15/2018. F4 · 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 13, 2024 Filed Sep 13, 2024 21:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 7,100 | $296.20 | $2,103,020.00 |
DisclosureSEC source: 0001127602-24-023937 · form4.xml · nonDerivative · entry 2 Pesch Michael Robert · CIK 0002022545 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,267.04 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $296.13 to $296.58. 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 13, 2024 Filed Sep 13, 2024 21:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 7,100 | $70.74 | $502,254.00 |
DisclosureSEC source: 0001127602-24-023937 · form4.xml · nonDerivative · entry 1 Pesch Michael Robert · CIK 0002022545 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,367.04 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.