person · Reporting owner
GALLAGHER J PATRICK JR
Disclosed activity across 2 companies
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 | Director · CEO | September 08, 2026 | September 10, 2026 |
| INNERWORKINGS INCINWK · Entity 146133 | Director | June 03, 2019 | June 05, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Arthur J. Gallagher & Co.
Report date September 08, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Corporation | 0 |
Reported balance
After 2026-09-08 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-08 · Gift · Disposed 49,988 · Balance 0 F1: This transaction represents a gift for estate planning purposes. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's Trust | 5,328 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 5,328 F2: Shares held in trust for the benefit of my children of which I am sole Trustee. |
| Common StockSEC Table I · non-derivative | Direct | 128,447.9697 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 128,447.9697 |
| Common StockSEC Table I · non-derivative | IndirectBy Irrevocable Trust | 244,860 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 244,860 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 302,764 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 302,764 F3: Shares held in trusts of which my spouse is sole trustee and as to which I disclaim beneficial ownership. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 219,955 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 219,955 F4: Held in trust for benefit of children. |
| Common StockSEC Table I · non-derivative | IndirectGallagher 401(k) plan account | 491.142 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 491.142 |
| Notional Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 153,788.107 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 153,788.107 F5: Each notional stock unit represents a right to receive one share of Gallagher common stock. F6: 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 | 139,553.727 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 139,553.727 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. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.90 · Expires 2028-03-16 | Direct | 76,975 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 76,975 F9: 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 | 68,550 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 68,550 F9: 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 | 48,449 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 48,449 F10: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $158.56 · Expires 2029-03-15 | Direct | 35,825 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 35,825 F9: 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 $337.74 · Expires 2032-03-01 | Direct | 22,727 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 22,727 F9: 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 | 27,210 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · Balance 27,210 F11: 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 $177.09 · Expires 2030-03-15 | Direct | 30,029 |
Reported balance
Holding disclosure · report date 2026-09-08 · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · Balance 30,029 F12: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction represents a gift for estate planning purposes.
F2: Shares held in trust for the benefit of my children of which I am sole Trustee.
F3: Shares held in trusts of which my spouse is sole trustee and as to which I disclaim beneficial ownership.
F4: Held in trust for benefit of children.
F5: Each notional stock unit represents a right to receive one share of Gallagher common stock.
F6: The notional stock units become payable in July 2026 and following the reporting person's separation from service with Gallagher.
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 exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F10: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F11: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F12: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
INNERWORKINGS INC
Report date June 03, 2019 · Filed June 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Units)SEC Table I · non-derivative | Direct | 159,590 |
Reported balance
After 2019-06-03 transaction · row 1
1 source rowRow 1 · 2019-06-03 · Grant · Acquired 36,873 · Balance 159,590 F1: Represents a grant of restricted stock units pursuant to the InnerWorkings, Inc. 2006 Stock Incentive Plan, as amended and restated effective September 6, 2018. Each restricted stock unit represents a contingent right to receive one share of InnerWorkings, Inc. common stock. The restricted stock units vest on June 3, 2020. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 15,620 |
Reported balance
Holding disclosure · report date 2019-06-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 15,620 F2: The shares of common stock reported on this line are held by the J. Patrick Gallagher Trust #1, of which Mr. Gallagher is the trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units pursuant to the InnerWorkings, Inc. 2006 Stock Incentive Plan, as amended and restated effective September 6, 2018. Each restricted stock unit represents a contingent right to receive one share of InnerWorkings, Inc. common stock. The restricted stock units vest on June 3, 2020.
F2: The shares of common stock reported on this line are held by the J. Patrick Gallagher Trust #1, of which Mr. Gallagher is the trustee.
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 |
|---|---|---|---|---|---|---|
| September 08, 2026 Filed Sep 10, 2026 22:36 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 49,988 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000205 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Corporation Disclosed balance after: 0 F1 · kind: This transaction represents a gift for estate planning purposes. Read SEC document |
| May 26, 2026 Filed May 28, 2026 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 14,698 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000161 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,416.9637 Read SEC document |
| March 31, 2026 Filed Apr 1, 2026 23:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 5,345.903 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000110 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,097.882 Underlying: Common Stock · 5,345.903 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. F5 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F6 · 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. F6 · 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 23:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,369 | $215.95 | $511,585.55 |
DisclosureSEC source: 0000354190-26-000110 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,961.8365 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 23:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 5,345.903 | $215.95 | $1,154,447.75 |
DisclosureSEC source: 0000354190-26-000110 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,330.8365 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 01:26 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 19,168 | $207.93 | $3,985,602.24 |
DisclosureSEC source: 0000354190-26-000081 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 120,984.9335 Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 01:26 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 45,048 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000081 · form4.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,152.9335 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 01:26 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 45,048 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000081 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 01:26 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 45,048 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000081 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,048 F1 · shares: Performance share units (awarded on March 15, 2023) earned and vested as of March 15, 2026. Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 01:26 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantPhantom Stock · Derivative | 7,929.166 | $227.01 | $1,799,999.97 |
DisclosureSEC source: 0000354190-26-000054 · form4.xml · derivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,990.15 Underlying: Common Stock · 7,929.166 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 03, 2026 Filed Mar 5, 2026 02:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherNotional Stock Units · Derivative | 91,769.428 | $225.23 Strike: $0.00 | $20,669,228.27 |
DisclosureSEC source: 0000354190-26-000034 · form4.xml · derivative · entry 10 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,072.954 Underlying: Common Stock · 91,769.428 shares Expires not disclosed F6 · derivative.exercise_price: Each notional stock unit represents a right to receive one share of Gallagher common stock. F7 · shares: The reporting person moved $20,669,228.36 in assets that he holds in the company's Supplemental Savings and Thrift Plan, a nonqualified deferred compensation plan, into the investment option representing Gallagher common stock, which is a discretionary transaction by the reporting person. F8 · derivative.exercise_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. F8 · derivative.expiration_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 02:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000034 · form4.xml · nonDerivative · entry 5 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 219,955 F4 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 02:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000034 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 270,175 F3 · ownership.nature: Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 02:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000034 · form4.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,104.9335 Read SEC document |
| March 02, 2026 Filed Mar 5, 2026 02:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 44,050 | $0.00 Strike: $79.59 | $0.00 |
DisclosureSEC source: 0000354190-26-000034 · form4.xml · derivative · entry 11 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 44,050 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. F9 · 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 02, 2026 Filed Mar 5, 2026 02:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 27,450 | $230.31 | $6,322,064.40 |
DisclosureSEC source: 0000354190-26-000034 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,454.9335 F1 · kind: Covers tax obligations and the exercise price relating to the exercise of expiring stock options. F2 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $230.210 to $230.780. 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 |
| March 02, 2026 Filed Mar 5, 2026 02:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 44,050 | $79.59 | $3,505,939.50 |
DisclosureSEC source: 0000354190-26-000034 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,904.9335 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 01, 2026 Filed Mar 3, 2026 23:51 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 48,449 | $0.00 Strike: $228.20 | $0.00 |
DisclosureSEC source: 0000354190-26-000020 · form4.xml · derivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,449 Underlying: Common Stock · 48,449 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 |
| June 10, 2025 Filed Jun 11, 2025 21:11 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 29,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017298 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Irrevocable Trust Disclosed balance after: 66,703 Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 21:11 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017298 · form4.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 219,355 F2 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 21:11 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017298 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 271,525 F1 · ownership.nature: Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership. Read SEC document |
| June 09, 2025 Filed Jun 11, 2025 21:11 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017298 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,854.9245 Read SEC document |
| May 28, 2025 Filed May 29, 2025 22:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 8,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015930 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 272,425 F1 · ownership.nature: Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership. Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 01:47 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 7,051.828 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-011278 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,145.122 Underlying: Common Stock · 7,051.828 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. F4 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F5 · 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. F5 · 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 01:47 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,124.828 | $345.24 | $1,078,815.62 |
DisclosureSEC source: 0001127602-25-011278 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,723.3088 Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 01:47 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 7,051.828 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-011278 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,848.1368 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, 2025 Filed Mar 18, 2025 22:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 19,521 | $325.24 | $6,349,010.04 |
DisclosureSEC source: 0001127602-25-009863 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,796.3058 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 45,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009863 · form4.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,317.3058 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, 2025 Filed Mar 18, 2025 22:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 45,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009863 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 45,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009863 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,100 F1 · shares: Performance share units (awarded on March 15, 2022) earned and vested as of March 15, 2025. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 00:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 75,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009163 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 271,525 F1 · ownership.nature: Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 00:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 5,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009163 · form4.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse's Trust Disclosed balance after: 18,120 F2 · ownership.nature: Shares held in trust for the benefit of my children of which I am sole Trustee. Read SEC document |
| March 11, 2025 Filed Mar 21, 2025 23:07 UTC Amendment | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 18,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-010250 · form4a.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse's Trust Disclosed balance after: 5,328 F1 · ownership.nature: Shares held in trust for the benefit of my children of which I am sole Trustee. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 00:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 5,292.159 | $321.23 | $1,700,000.24 |
DisclosureSEC source: 0001127602-25-009163 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,930.35 Underlying: Common Stock · 5,292.159 shares Expires not disclosed F4 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F5 · 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. F5 · 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 07, 2025 Filed Mar 12, 2025 00:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 75,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009163 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 346,730 F1 · ownership.nature: Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership. Read SEC document |
| March 07, 2025 Filed Mar 12, 2025 00:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 75,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009163 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,217.3058 Read SEC document |
| March 01, 2025 Filed Mar 6, 2025 02:09 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 22,727 | $0.00 Strike: $337.74 | $0.00 |
DisclosureSEC source: 0001127602-25-008460 · form4.xml · derivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,727 Underlying: Common Stock · 22,727 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 |
| February 13, 2025 Filed Feb 14, 2025 21:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 41,400 | $0.00 Strike: $70.74 | $0.00 |
DisclosureSEC source: 0001127602-25-004918 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,400 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. 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 |
| February 13, 2025 Filed Feb 14, 2025 21:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 22,923 | $327.99 | $7,518,514.77 |
DisclosureSEC source: 0001127602-25-004918 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,422.3058 Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 21:16 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 41,400 | $70.74 | $2,928,636.00 |
DisclosureSEC source: 0001127602-25-004918 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,345.3058 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 |
| October 30, 2024 Filed Nov 1, 2024 22:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 10,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-026245 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Irrevocable Trust Disclosed balance after: 66,703 Read SEC document |
| June 04, 2024 Filed Jun 7, 2024 00:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018088 · form4.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 219,655 F2 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| June 04, 2024 Filed Jun 7, 2024 00:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018088 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 271,525 F1 · ownership.nature: Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership. Read SEC document |
| June 04, 2024 Filed Jun 7, 2024 00:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-018088 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,010.2968 Read SEC document |
| May 24, 2024 Filed May 28, 2024 20:49 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016707 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 271,057 F1 · ownership.nature: Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership. Read SEC document |
| May 24, 2024 Filed May 28, 2024 20:49 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 11,272 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016707 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,527.1857 Read SEC document |
| May 02, 2024 Filed May 6, 2024 22:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 11,719.966 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-014338 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,457.196 Underlying: Common Stock · 11,719.966 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. F4 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F5 · 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. F5 · 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 |
| May 02, 2024 Filed May 6, 2024 22:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 4,916.966 | $238.54 | $1,172,893.07 |
DisclosureSEC source: 0001127602-24-014338 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,799.1857 Read SEC document |
| May 02, 2024 Filed May 6, 2024 22:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 11,719.966 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-014338 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,716.1517 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 |
| April 29, 2024 Filed May 1, 2024 23:18 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 498.17 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013797 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,177.162 Underlying: Common Stock · 498.17 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. F4 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F5 · 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. F5 · derivative.expiration_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards when they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.