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 |
|---|---|---|---|---|---|---|
| April 29, 2024 Filed May 1, 2024 23:18 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 498.17 | $232.91 | $116,028.77 |
DisclosureSEC source: 0001127602-24-013797 · 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: 163,498.0157 Read SEC document |
| April 29, 2024 Filed May 1, 2024 23:18 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 498.17 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013797 · 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: 163,996.1857 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:24 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 24,237 | $253.17 | $6,136,081.29 |
DisclosureSEC source: 0001127602-24-010709 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,996.1857 Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:24 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 56,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010709 · form4.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,233.1857 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:24 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 56,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010709 · 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: 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 16, 2024 Filed Mar 20, 2024 00:24 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 56,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010709 · 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: 56,008 F1 · shares: Performance share units (awarded on March 16, 2021) earned and vested as of March 16, 2024. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 23:25 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 6,992.14 | $243.13 | $1,699,999.00 |
DisclosureSEC source: 0001127602-24-008694 · form4.xml · derivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,344.13 Underlying: Common Stock · 6,992.14 shares Expires not disclosed 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 01, 2024 Filed Mar 5, 2024 23:25 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 27,210 | $0.00 Strike: $243.54 | $0.00 |
DisclosureSEC source: 0001127602-24-008694 · form4.xml · derivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,210 Underlying: Common Stock · 27,210 shares Expires 2031-03-01 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 |
| February 16, 2024 Filed Feb 20, 2024 21:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 58,300 | $0.00 Strike: $56.86 | $0.00 |
DisclosureSEC source: 0001127602-24-005732 · 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: 0 Underlying: Common Stock · 58,300 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. 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 16, 2024 Filed Feb 20, 2024 21:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 32,951 | $241.11 | $7,944,815.61 |
DisclosureSEC source: 0001127602-24-005732 · form4.xml · nonDerivative · entry 8 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,717.3507 Read SEC document |
| February 16, 2024 Filed Feb 20, 2024 21:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 58,300 | $56.86 | $3,314,938.00 |
DisclosureSEC source: 0001127602-24-005732 · form4.xml · nonDerivative · entry 7 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,668.3507 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 |
| June 15, 2023 Filed Jun 16, 2023 20:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 310 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018867 · form4.xml · nonDerivative · entry 6 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 218,395 F3 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| May 16, 2023 Filed May 18, 2023 21:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016215 · form4.xml · nonDerivative · entry 6 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 218,705 F3 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:25 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 9,224.554 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015478 · 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: 139,323.277 Underlying: Common Stock · 9,224.554 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 10, 2023 Filed May 12, 2023 21:25 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,870.554 | $217.32 | $841,148.80 |
DisclosureSEC source: 0001127602-23-015478 · 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: 108,353.9517 Read SEC document |
| May 10, 2023 Filed May 12, 2023 21:25 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 9,224.554 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015478 · 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: 112,224.5057 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 04, 2023 Filed May 8, 2023 22:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 367.647 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014936 · 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: 148,547.831 Underlying: Common Stock · 367.647 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 04, 2023 Filed May 8, 2023 22:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 367.647 | $211.72 | $77,838.22 |
DisclosureSEC source: 0001127602-23-014936 · form4.xml · nonDerivative · entry 8 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,999.9517 Read SEC document |
| May 04, 2023 Filed May 8, 2023 22:22 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 367.647 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014936 · form4.xml · nonDerivative · entry 7 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,367.5987 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 680 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010772 · form4.xml · nonDerivative · entry 7 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 219,165 F3 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010772 · form4.xml · nonDerivative · entry 6 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 240,226 F2 · 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 16, 2023 Filed Mar 17, 2023 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010772 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,396.4435 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 30,029 | $0.00 Strike: $177.09 | $0.00 |
DisclosureSEC source: 0001127602-23-010772 · form4.xml · derivative · entry 8 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,029 Underlying: Common Stock · 30,029 shares Expires 2030-03-15 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 |
| March 12, 2023 Filed Mar 15, 2023 00:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 29,633 | $182.76 | $5,415,727.08 |
DisclosureSEC source: 0001127602-23-010182 · form4.xml · nonDerivative · entry 10 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,926.4435 Read SEC document |
| March 12, 2023 Filed Mar 15, 2023 00:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 68,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010182 · form4.xml · nonDerivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,559.4435 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, 2023 Filed Mar 15, 2023 00:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 68,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010182 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed 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 12, 2023 Filed Mar 15, 2023 00:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 68,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010182 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,540 F1 · shares: Performance share units (awarded on March 12, 2020) earned and vested as of March 12, 2023. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 00:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 12,100 | $185.95 | $2,249,995.00 |
DisclosureSEC source: 0001127602-23-010182 · form4.xml · derivative · entry 11 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,501.732 Underlying: Common Stock · 12,100 shares Expires not disclosed F5 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F6 · 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. 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 08, 2023 Filed Mar 10, 2023 21:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 15,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009764 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,019.4435 Read SEC document |
| February 06, 2023 Filed Feb 9, 2023 18:51 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 62,900 | $0.00 Strike: $43.71 | $0.00 |
DisclosureSEC source: 0001127602-23-004147 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 62,900 shares Expires 2023-03-17 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 06, 2023 Filed Feb 9, 2023 18:51 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 35,085 | $193.63 | $6,793,508.55 |
DisclosureSEC source: 0001127602-23-004147 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,909.4435 Read SEC document |
| February 06, 2023 Filed Feb 9, 2023 18:51 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 62,900 | $43.71 | $2,749,359.00 |
DisclosureSEC source: 0001127602-23-004147 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,809.4435 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 16, 2022 Filed Feb 10, 2023 23:20 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 33,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004547 · form5.xml · nonDerivative · entry 5 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Irrevocable Trust Disclosed balance after: 94,888 Read SEC document |
| November 14, 2022 Filed Feb 10, 2023 23:20 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 535 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004547 · form5.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 218,485 F1 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| October 28, 2022 Filed Feb 10, 2023 23:20 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 17,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004547 · form5.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,994.4435 Read SEC document |
| September 15, 2022 Filed Sep 15, 2022 22:55 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 1,928.882 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022480 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,680.686 Underlying: Common Stock · 1,928.882 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. F1 · shares: Additional vested shares issued pursuant to the Age 62 Plan, a nonqualified deferred compensation plan of the Company. 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 |
| September 15, 2022 Filed Sep 15, 2022 22:55 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 811.882 | $184.52 | $149,808.47 |
DisclosureSEC source: 0001127602-22-022480 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,605.2615 Read SEC document |
| September 15, 2022 Filed Sep 15, 2022 22:55 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,928.882 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-022480 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,417.1435 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 · shares: Additional vested shares issued pursuant to the Age 62 Plan, a nonqualified deferred compensation plan of the Company. Read SEC document |
| September 01, 2022 Filed Feb 10, 2023 23:20 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 550 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004547 · form5.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 218,485 F1 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 22:18 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 9,478.128 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-016938 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,110.733 Underlying: Common Stock · 9,478.128 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 |
| June 03, 2022 Filed Jun 6, 2022 22:18 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,976.128 | $162.21 | $644,967.72 |
DisclosureSEC source: 0001127602-22-016938 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,488.2575 Read SEC document |
| June 03, 2022 Filed Jun 6, 2022 22:18 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 9,478.128 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-016938 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,464.3855 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, 2022 Filed Feb 10, 2023 23:20 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004547 · form5.xml · nonDerivative · entry 8 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 218,485 F1 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| May 16, 2022 Filed Feb 10, 2023 23:20 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004547 · form5.xml · nonDerivative · entry 6 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 241,756 F2 · 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 16, 2022 Filed Feb 10, 2023 23:20 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004547 · form5.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,994.4435 Read SEC document |
| May 03, 2022 Filed May 5, 2022 23:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 521.08 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013567 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,588.861 Underlying: Common Stock · 521.08 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 03, 2022 Filed May 5, 2022 23:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 521.08 | $167.28 | $87,166.26 |
DisclosureSEC source: 0001127602-22-013567 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,986.2575 Read SEC document |
| May 03, 2022 Filed May 5, 2022 23:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 521.08 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-013567 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,507.3375 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 00:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 9,478.1 | $158.26 | $1,500,004.11 |
DisclosureSEC source: 0001127602-22-009550 · form4.xml · derivative · entry 12 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,686.671 Underlying: Common Stock · 9,478.1 shares Expires not disclosed F6 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F7 · 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. F7 · 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. F7 · 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, 2022 Filed Mar 17, 2022 00:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 35,825 | $0.00 Strike: $158.56 | $0.00 |
DisclosureSEC source: 0001127602-22-009550 · form4.xml · derivative · entry 11 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,825 Underlying: Common Stock · 35,825 shares Expires 2029-03-15 F5 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.