person · Reporting owner
GALLAGHER THOMAS JOSEPH
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arthur J. Gallagher & Co.AJG · Entity 990 | 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 | 323,743.025 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Exercise / conversion · Acquired 351.945 · Balance 323,743.025 |
| Notional Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 13,345.6345 |
Reported balance
After 2026-07-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-07-01 · Exercise / conversion · Disposed 351.945 · Balance 13,345.6345 F3: Each notional stock unit represents a right to receive one share of Gallagher common stock. F4: Portions of these notional stock units are payable to the reporting person in shares of common stock in July of 2026 and following the reporting person's separation from service. |
| Common StockSEC Table I · non-derivative | IndirectBy grantor retained annuity trust | 62,295 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 62,295 |
| Common StockSEC Table I · non-derivative | IndirectBy Irrevocable Trust | 96,709 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 96,709 |
| Common StockSEC Table I · non-derivative | IndirectBy wife | 31,988 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 31,988 |
| Common StockSEC Table I · non-derivative | IndirectBy wife as trustee | 119,703 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 119,703 F1: The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. F2: These shares are held in trusts, for the benefit of the reporting person's children, of which his wife is a trustee. |
| Common StockSEC Table I · non-derivative | IndirectGallagher 401(k) plan account | 491.14 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 491.14 |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.90 · Expires 2028-03-16 | Direct | 32,895 |
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 32,895 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 $86.17 · Expires 2027-03-12 | Direct | 31,340 |
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 31,340 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 $228.20 · Expires 2033-03-01 | Direct | 22,219 |
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 22,219 F6: 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 $158.56 · Expires 2029-03-15 | Direct | 15,310 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 15,310 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 | 15,070 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 15,070 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 $337.74 · Expires 2032-03-01 | Direct | 14,876 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 14,876 F10: 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 $177.09 · Expires 2030-03-15 | Direct | 12,744 |
Reported balance
Holding disclosure · report date 2026-07-01 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 12,744 F11: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 20,280.735 |
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 20,280.735 F7: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F8: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
F2: These shares are held in trusts, for the benefit of the reporting person's children, of which his wife is a trustee.
F3: Each notional stock unit represents a right to receive one share of Gallagher common stock.
F4: Portions of these notional stock units are payable to the reporting person in shares of common stock in July of 2026 and following the reporting person's separation from service.
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 exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F7: Each share of phantom stock represents a right to receive one share of Gallagher common stock.
F8: 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.
F9: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F10: Closing price of Gallagher common stock on February 28, 2025.
F11: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
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 |
|---|---|---|---|---|---|---|
| December 28, 2016 Filed Feb 14, 2017 17:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005828 · form4.xml · nonDerivative · entry 1 GALLAGHER THOMAS JOSEPH · CIK 0001589933 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,647 Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 20:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 3,552 | $0.00 Strike: $23.76 | $0.00 |
DisclosureSEC source: 0001127602-16-068477 · form4.xml · derivative · entry 9 GALLAGHER THOMAS JOSEPH · CIK 0001589933 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,552 shares Expires 2018-03-05 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: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 20:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 2,917 | $0.00 Strike: $28.65 | $0.00 |
DisclosureSEC source: 0001127602-16-068477 · form4.xml · derivative · entry 8 GALLAGHER THOMAS JOSEPH · CIK 0001589933 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,917 shares Expires 2017-05-15 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: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 20:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 4,729 | $51.49 | $243,496.21 |
DisclosureSEC source: 0001127602-16-068477 · form4.xml · nonDerivative · entry 3 GALLAGHER THOMAS JOSEPH · CIK 0001589933 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,247 Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 20:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 3,552 | $23.76 | $84,395.52 |
DisclosureSEC source: 0001127602-16-068477 · form4.xml · nonDerivative · entry 2 GALLAGHER THOMAS JOSEPH · CIK 0001589933 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,976 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 |
| November 23, 2016 Filed Nov 28, 2016 20:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 2,917 | $28.65 | $83,572.05 |
DisclosureSEC source: 0001127602-16-068477 · form4.xml · nonDerivative · entry 1 GALLAGHER THOMAS JOSEPH · CIK 0001589933 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,424 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.