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CARY RICHARD C

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42627
SEC CIK
0001185998

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Reported relationships

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CompanyLast reported asReport datePublished
Arthur J. Gallagher & Co.AJG · Entity 990Controller, CAOSeptember 15, 2026September 17, 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 September 15, 2026 · Filed September 17, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect46,819.487 Reported balance After 2026-09-15 transaction · row 1
1 source row

Row 1 · 2026-09-15 · Sale · Disposed 1,000 · Balance 46,819.487

Common StockSEC Table I · non-derivativeIndirectGallagher 401(k) plan account418.699 Reported balance Holding disclosure · report date 2026-09-15 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 418.699

Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.90 · Expires 2028-03-16Direct2,349 Reported balance Holding disclosure · report date 2026-09-15 · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · Balance 2,349

F1: 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 2029-03-15Direct2,265 Reported balance Holding disclosure · report date 2026-09-15 · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · Balance 2,265

F1: 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 2030-03-15Direct1,572 Reported balance Holding disclosure · report date 2026-09-15 · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · Balance 1,572

F2: 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 2027-03-12Direct1,219 Reported balance Holding disclosure · report date 2026-09-15 · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · Balance 1,219

F1: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.

Notional Stock UnitsSEC Table II · derivative / convertible securityDirect1,018.466 Reported balance Holding disclosure · report date 2026-09-15 · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · Balance 1,018.466

F3: Each notional stock unit represents a right to receive one share of Gallagher common stock.

F4: 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 securityDirect160.685 Reported balance Holding disclosure · report date 2026-09-15 · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · Balance 160.685

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.

Filing footnotes · ownership attribution and instrument terms

F1: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.

F2: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.

F3: Each notional stock unit represents a right to receive one share of Gallagher common stock.

F4: The notional stock units become payable in July 2026 and following the reporting person's separation from service with Gallagher.

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.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 15, 2026 Filed Sep 17, 2026 20:46 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 1,000 $252.86 $252,858.30
Disclosure

SEC source: 0000354190-26-000209 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,819.487

Read SEC document
June 02, 2026 Filed Jun 2, 2026 22:15 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 3,000 $206.00 $618,000.00
Disclosure

SEC source: 0000354190-26-000169 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,819.487

Read SEC document
March 31, 2026 Filed Apr 1, 2026 23:42 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionPhantom Stock · Derivative 471.698 $0.00 $0.00
Disclosure

SEC source: 0000354190-26-000112 · form4.xml · derivative · entry 4

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 160.685

Underlying: Common Stock · 471.698 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 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 31, 2026 Filed Apr 1, 2026 23:42 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 139 $215.95 $30,017.05
Disclosure

SEC source: 0000354190-26-000112 · form4.xml · nonDerivative · entry 2

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,819.487

F1 · balance_after: The transactions in this report relate solely to the distribution of vested shares under the Age 62 Plan and the withholding of shares to cover applicable income and employment taxes.

Read SEC document
March 31, 2026 Filed Apr 1, 2026 23:42 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 471.698 $215.95 $101,863.18
Disclosure

SEC source: 0000354190-26-000112 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,958.487

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 01:21 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 181 $207.93 $37,635.33
Disclosure

SEC source: 0000354190-26-000079 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,486.789

F1 · kind: Shares withheld to cover applicable tax obligations relating to the vesting of restricted stock units.

Read SEC document
November 18, 2025 Filed Nov 20, 2025 23:50 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 6,000 $261.00 $1,566,000.00
Disclosure

SEC source: 0000354190-25-000044 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,667.789

Read SEC document
August 21, 2025 Filed Aug 22, 2025 20:14 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 4,000 $306.00 $1,224,000.00
Disclosure

SEC source: 0000354190-25-000023 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,667.789

F1 · balance_after: In the past, Common Stock and Common Stock (Restricted) were reported as two separate line items. In the future, they will be reported as a combined total as is stated on this Form.

Read SEC document
May 07, 2025 Filed May 9, 2025 20:10 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 12,000 $339.51 $4,074,120.00
Disclosure

SEC source: 0001127602-25-013846 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,028.789

F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 5/7/2025 at prices ranging from $339.50 to $339.72. 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
March 31, 2025 Filed Apr 3, 2025 01:33 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionPhantom Stock · Derivative 621.551 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-011270 · form4.xml · derivative · entry 4

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 627.641

Underlying: Common Stock · 621.551 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
March 31, 2025 Filed Apr 3, 2025 01:33 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 276.511 $345.24 $95,462.66
Disclosure

SEC source: 0001127602-25-011270 · form4.xml · nonDerivative · entry 2

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,028.789

Read SEC document
March 31, 2025 Filed Apr 3, 2025 01:33 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 621.551 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-011270 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,305.3

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 23:45 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 910 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-009553 · form4.xml · nonDerivative · entry 2

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,683.749

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 23:45 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock (restricted) 910 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-009553 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,639

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 00:30 UTC Arthur J. Gallagher & Co. AJG · Entity 990 OtherPhantom Stock · Derivative 466.956 $321.23 $150,000.28
Disclosure

SEC source: 0001127602-25-009169 · form4.xml · derivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,247.978

Underlying: Common Stock · 466.956 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
February 10, 2025 Filed Feb 12, 2025 22:51 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 500 $324.63 $162,315.00
Disclosure

SEC source: 0001127602-25-004466 · form4.xml · nonDerivative · entry 6

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,773.749

F5 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 2/10/2025 at prices ranging from $324.59 to $324.76.

Read SEC document
February 10, 2025 Filed Feb 12, 2025 22:51 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 3,923 $324.12 $1,271,522.76
Disclosure

SEC source: 0001127602-25-004466 · form4.xml · nonDerivative · entry 5

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,273.749

F4 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 2/10/2025 at prices ranging from $323.59 to $324.58.

Read SEC document
February 10, 2025 Filed Feb 12, 2025 22:51 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 1,907 $322.95 $615,865.65
Disclosure

SEC source: 0001127602-25-004466 · form4.xml · nonDerivative · entry 4

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,196.749

F3 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 2/10/2025 at prices ranging from $322.56 to $323.51.

Read SEC document
February 10, 2025 Filed Feb 12, 2025 22:51 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 2,270 $321.91 $730,735.70
Disclosure

SEC source: 0001127602-25-004466 · form4.xml · nonDerivative · entry 3

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,103.749

F2 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 2/10/2025 at prices ranging from $321.56 to $322.53.

Read SEC document
February 10, 2025 Filed Feb 12, 2025 22:51 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 1,400 $321.03 $449,442.00
Disclosure

SEC source: 0001127602-25-004466 · form4.xml · nonDerivative · entry 2

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,373.749

F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 2/10/2025 at prices ranging from $320.54 to $321.53.

Read SEC document
November 05, 2024 Filed Nov 7, 2024 23:03 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionPhantom Stock · Derivative 74,087.263 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026768 · form4.xml · derivative · entry 4

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 619.705

Underlying: Common Stock · 74,087.263 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
November 05, 2024 Filed Nov 7, 2024 23:03 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 32,752.264 $281.93 $9,233,845.79
Disclosure

SEC source: 0001127602-24-026768 · form4.xml · nonDerivative · entry 2

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,773.749

Read SEC document
November 05, 2024 Filed Nov 7, 2024 23:03 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 74,087.263 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-026768 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,526.013

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 13, 2024 Filed Feb 12, 2025 22:51 UTC Arthur J. Gallagher & Co. AJG · Entity 990 OtherCommon Stock 125 $0.00 $0.00
Disclosure

SEC source: 0001127602-25-004466 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,438.75

Read SEC document
May 16, 2024 Filed May 21, 2024 00:50 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 1,176 $0.00 Strike: $127.90 $0.00
Disclosure

SEC source: 0001127602-24-016052 · form4.xml · derivative · entry 8

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,349

Underlying: Common Stock · 1,176 shares

Expires 2028-03-16

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.

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
May 16, 2024 Filed May 21, 2024 00:50 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 1,220 $0.00 Strike: $86.17 $0.00
Disclosure

SEC source: 0001127602-24-016052 · form4.xml · derivative · entry 7

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,219

Underlying: Common Stock · 1,220 shares

Expires 2027-03-12

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
May 16, 2024 Filed May 21, 2024 00:50 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 999 $0.00 Strike: $79.59 $0.00
Disclosure

SEC source: 0001127602-24-016052 · form4.xml · derivative · entry 6

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 999 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.

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
May 16, 2024 Filed May 21, 2024 00:50 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 3,395 $254.00 $862,330.00
Disclosure

SEC source: 0001127602-24-016052 · form4.xml · nonDerivative · entry 4

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,313.75

Read SEC document
May 16, 2024 Filed May 21, 2024 00:50 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 1,176 $127.90 $150,410.40
Disclosure

SEC source: 0001127602-24-016052 · form4.xml · nonDerivative · entry 3

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,708.75

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
May 16, 2024 Filed May 21, 2024 00:50 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 1,220 $86.17 $105,127.40
Disclosure

SEC source: 0001127602-24-016052 · form4.xml · nonDerivative · entry 2

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,532.75

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
May 16, 2024 Filed May 21, 2024 00:50 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 999 $79.59 $79,510.41
Disclosure

SEC source: 0001127602-24-016052 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,312.75

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 01:46 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 900 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-010528 · form4.xml · nonDerivative · entry 2

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,313.75

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 01:46 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock (restricted) 900 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-010528 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,960

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 23:48 UTC Arthur J. Gallagher & Co. AJG · Entity 990 OtherPhantom Stock · Derivative 616.95 $243.13 $149,999.05
Disclosure

SEC source: 0001127602-24-008709 · form4.xml · derivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,204.215

Underlying: Common Stock · 616.95 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.

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December 07, 2023 Filed Feb 13, 2024 00:18 UTC Arthur J. Gallagher & Co. AJG · Entity 990 OtherCommon Stock 128.75 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-004615 · form5.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,413.75

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May 10, 2023 Filed May 12, 2023 21:32 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 1,221 $0.00 Strike: $86.17 $0.00
Disclosure

SEC source: 0001127602-23-015480 · form4.xml · derivative · entry 8

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,439

Underlying: Common Stock · 1,221 shares

Expires 2027-03-12

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.

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May 10, 2023 Filed May 12, 2023 21:32 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 1,000 $0.00 Strike: $79.59 $0.00
Disclosure

SEC source: 0001127602-23-015480 · form4.xml · derivative · entry 7

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 999

Underlying: Common Stock · 1,000 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.

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.

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May 10, 2023 Filed May 12, 2023 21:32 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 983 $0.00 Strike: $70.74 $0.00
Disclosure

SEC source: 0001127602-23-015480 · form4.xml · derivative · entry 6

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 983 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.

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.

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May 10, 2023 Filed May 12, 2023 21:32 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 3,204 $217.62 $697,254.48
Disclosure

SEC source: 0001127602-23-015480 · form4.xml · nonDerivative · entry 5

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,285

F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $217.50 to $217.75. 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.

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May 10, 2023 Filed May 12, 2023 21:32 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 1,221 $86.17 $105,213.57
Disclosure

SEC source: 0001127602-23-015480 · form4.xml · nonDerivative · entry 4

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,489

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.

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May 10, 2023 Filed May 12, 2023 21:32 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 1,000 $79.59 $79,590.00
Disclosure

SEC source: 0001127602-23-015480 · form4.xml · nonDerivative · entry 3

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,268

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.

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May 10, 2023 Filed May 12, 2023 21:32 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 983 $70.74 $69,537.42
Disclosure

SEC source: 0001127602-23-015480 · form4.xml · nonDerivative · entry 2

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,268

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.

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March 15, 2023 Filed Mar 17, 2023 23:37 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GrantNon-qualified Stock Option · Derivative 1,572 $0.00 Strike: $177.09 $0.00
Disclosure

SEC source: 0001127602-23-010766 · form4.xml · derivative · entry 4

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,572

Underlying: Common Stock · 1,572 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.

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March 15, 2023 Filed Mar 17, 2023 23:37 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 975 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-010766 · form4.xml · nonDerivative · entry 2

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,285

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.

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March 15, 2023 Filed Mar 17, 2023 23:37 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock (restricted) 975 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-010766 · form4.xml · nonDerivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,860

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.

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March 10, 2023 Filed Mar 15, 2023 01:10 UTC Arthur J. Gallagher & Co. AJG · Entity 990 OtherPhantom Stock · Derivative 806.7 $185.95 $150,005.87
Disclosure

SEC source: 0001127602-23-010186 · form4.xml · derivative · entry 1

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,829.441

Underlying: Common Stock · 806.7 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.

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August 09, 2022 Filed Aug 11, 2022 21:38 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 1,001 $0.00 Strike: $79.59 $0.00
Disclosure

SEC source: 0001127602-22-020845 · form4.xml · derivative · entry 8

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,999

Underlying: Common Stock · 1,001 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.

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.

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August 09, 2022 Filed Aug 11, 2022 21:38 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 983 $0.00 Strike: $70.74 $0.00
Disclosure

SEC source: 0001127602-22-020845 · form4.xml · derivative · entry 7

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 983

Underlying: Common Stock · 983 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.

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.

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August 09, 2022 Filed Aug 11, 2022 21:38 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 1,399 $0.00 Strike: $56.86 $0.00
Disclosure

SEC source: 0001127602-22-020845 · form4.xml · derivative · entry 6

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,399 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.

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August 09, 2022 Filed Aug 11, 2022 21:38 UTC Arthur J. Gallagher & Co. AJG · Entity 990 SaleCommon Stock 3,383 $182.16 $616,247.28
Disclosure

SEC source: 0001127602-22-020845 · form4.xml · nonDerivative · entry 4

CARY RICHARD C · CIK 0001185998 · Controller, CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,310

F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $182.04 to $182.25. 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.