Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arthur J. Gallagher & Co.AJG · Entity 990 | Controller, CAO | September 15, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,819.487 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Sale · Disposed 1,000 · Balance 46,819.487 |
| Common StockSEC Table I · non-derivative | IndirectGallagher 401(k) plan account | 418.699 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 418.699 |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.90 · Expires 2028-03-16 | Direct | 2,349 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2029-03-15 | Direct | 2,265 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2030-03-15 | Direct | 1,572 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2027-03-12 | Direct | 1,219 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 1,018.466 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 160.685 |
Reported balance
Holding disclosure · report date 2026-09-15 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 17, 2018 Filed Aug 20, 2018 21:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 4,267 | $46.87 | $199,994.29 |
DisclosureSEC source: 0001127602-18-025808 · form4.xml · nonDerivative · entry 4 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,327 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 16, 2018 Filed Aug 20, 2018 21:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 4,866 | $0.00 Strike: $39.17 | $0.00 |
DisclosureSEC source: 0001127602-18-025808 · form4.xml · derivative · entry 8 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,866 shares Expires 2020-03-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| August 16, 2018 Filed Aug 20, 2018 21:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 1,733 | $0.00 Strike: $35.71 | $0.00 |
DisclosureSEC source: 0001127602-18-025808 · form4.xml · derivative · entry 7 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,733 shares Expires 2019-03-16 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. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 21:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 6,599 | $71.67 | $472,935.81 |
DisclosureSEC source: 0001127602-18-025808 · form4.xml · nonDerivative · entry 3 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,060 Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 21:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 4,866 | $39.17 | $190,601.22 |
DisclosureSEC source: 0001127602-18-025808 · form4.xml · nonDerivative · entry 2 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,659 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 16, 2018 Filed Aug 20, 2018 21:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,733 | $35.71 | $61,885.43 |
DisclosureSEC source: 0001127602-18-025808 · form4.xml · nonDerivative · entry 1 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,793 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 19, 2018 Filed Mar 19, 2018 21:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 1,406 | $71.11 | $99,980.66 |
DisclosureSEC source: 0001127602-18-012101 · form4.xml · derivative · entry 3 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,090 Underlying: Common Stock · 1,406 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F4 · 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. F4 · 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 15, 2018 Filed Mar 19, 2018 21:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 2,950 | $0.00 Strike: $70.74 | $0.00 |
DisclosureSEC source: 0001127602-18-012101 · form4.xml · derivative · entry 2 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,950 Underlying: Common Stock · 2,950 shares Expires 2025-03-15 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 15, 2018 Filed Mar 19, 2018 21:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 975 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-012101 · form4.xml · nonDerivative · entry 1 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,225 F1 · shares: Restricted stock unit award vesting five years after the date of grant. Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 21:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011585 · form4.xml · nonDerivative · entry 2 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,060 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, 2018 Filed Mar 14, 2018 21:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011585 · form4.xml · nonDerivative · entry 1 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,250 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 28, 2017 Filed Mar 30, 2017 19:04 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 1,770 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013237 · form4.xml · derivative · entry 1 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,192 Underlying: Common Stock · 1,770 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 16, 2017 Filed Mar 20, 2017 22:04 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 4,200 | $0.00 Strike: $56.86 | $0.00 |
DisclosureSEC source: 0001127602-17-012475 · form4.xml · derivative · entry 2 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 Underlying: Common Stock · 4,200 shares Expires 2024-03-16 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 16, 2017 Filed Mar 20, 2017 22:04 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-012475 · form4.xml · nonDerivative · entry 1 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 F1 · shares: Restricted stock unit award vesting five years after the date of grant. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 21:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011641 · form4.xml · nonDerivative · entry 2 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,110 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 13, 2017 Filed Mar 14, 2017 21:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011641 · form4.xml · nonDerivative · entry 1 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,050 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 07, 2016 Filed Nov 8, 2016 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 2,434 | $0.00 Strike: $39.17 | $0.00 |
DisclosureSEC source: 0001127602-16-066425 · form4.xml · derivative · entry 9 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,866 Underlying: Common Stock · 2,434 shares Expires 2020-03-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| November 07, 2016 Filed Nov 8, 2016 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 3,467 | $0.00 Strike: $35.71 | $0.00 |
DisclosureSEC source: 0001127602-16-066425 · form4.xml · derivative · entry 8 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,733 Underlying: Common Stock · 3,467 shares Expires 2019-03-16 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. 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 |
| November 07, 2016 Filed Nov 8, 2016 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 809 | $0.00 Strike: $24.13 | $0.00 |
DisclosureSEC source: 0001127602-16-066425 · form4.xml · derivative · entry 7 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 809 shares Expires 2017-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 1,520 | $0.00 Strike: $30.95 | $0.00 |
DisclosureSEC source: 0001127602-16-066425 · 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 · 1,520 shares Expires 2018-03-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 8,230 | $48.29 | $397,426.70 |
DisclosureSEC source: 0001127602-16-066425 · form4.xml · nonDerivative · entry 5 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,810 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $48.26 to $48.32. 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 |
| November 07, 2016 Filed Nov 8, 2016 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 2,434 | $39.17 | $95,339.78 |
DisclosureSEC source: 0001127602-16-066425 · form4.xml · nonDerivative · entry 4 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,040 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 07, 2016 Filed Nov 8, 2016 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 3,467 | $35.71 | $123,806.57 |
DisclosureSEC source: 0001127602-16-066425 · form4.xml · nonDerivative · entry 3 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,606 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 07, 2016 Filed Nov 8, 2016 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 809 | $24.13 | $19,521.17 |
DisclosureSEC source: 0001127602-16-066425 · form4.xml · nonDerivative · entry 2 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,139 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 07, 2016 Filed Nov 8, 2016 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,520 | $30.95 | $47,044.00 |
DisclosureSEC source: 0001127602-16-066425 · form4.xml · nonDerivative · entry 1 CARY RICHARD C · CIK 0001185998 · Controller, CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,330 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.