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 |
|---|---|---|---|---|---|---|
| March 14, 2022 Filed Mar 17, 2022 00:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 22,792 | $154.74 | $3,526,834.08 |
DisclosureSEC source: 0001127602-22-009550 · form4.xml · nonDerivative · entry 5 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,739.59 Read SEC document |
| March 14, 2022 Filed Mar 17, 2022 00:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 52,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009550 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,531.59 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2022 Filed Mar 17, 2022 00:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 52,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009550 · form4.xml · nonDerivative · entry 3 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 14, 2022 Filed Mar 17, 2022 00:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 52,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009550 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,850 F2 · shares: Performance share units (awarded on March 14, 2019) earned and vested as of March 14, 2022. Read SEC document |
| March 10, 2022 Filed Mar 17, 2022 00:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009550 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 219,186 F1 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| March 10, 2022 Filed Feb 10, 2023 23:20 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004547 · form5.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: 218,485 F1 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 23:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNotional Stock Units · Derivative | 1,751.45 | $153.73 Strike: $0.00 | $269,250.41 |
DisclosureSEC source: 0001127602-22-006858 · form4.xml · derivative · entry 10 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,302.85 Underlying: Common Stock · 1,751.45 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: Company match under Supplemental Savings and Thrift Plan. 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 |
| February 23, 2022 Filed Feb 25, 2022 23:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 51,000 | $0.00 Strike: $46.17 | $0.00 |
DisclosureSEC source: 0001127602-22-006858 · 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 · 51,000 shares Expires 2022-03-11 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_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 23, 2022 Filed Feb 25, 2022 23:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 30,317 | $152.93 | $4,636,378.81 |
DisclosureSEC source: 0001127602-22-006858 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,200.34 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $152.70 to $153.30. 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 |
| February 23, 2022 Filed Feb 25, 2022 23:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 51,000 | $46.17 | $2,354,670.00 |
DisclosureSEC source: 0001127602-22-006858 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,517.34 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 |
| December 13, 2021 Filed Feb 14, 2022 22:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004886 · form5.xml · nonDerivative · entry 5 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 219,506 F2 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| November 12, 2021 Filed Feb 14, 2022 22:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 22,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004886 · form5.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,517.34 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 17,057.404 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-024894 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,341.418 Underlying: Common Stock · 17,057.404 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 |
| September 01, 2021 Filed Sep 3, 2021 20:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 7,156.404 | $144.44 | $1,033,670.99 |
DisclosureSEC source: 0001127602-21-024894 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,791.907 Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 17,057.404 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-024894 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,948.311 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 11, 2021 Filed Aug 13, 2021 00:30 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 674.378 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023629 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,398.822 Underlying: Common Stock · 674.378 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 |
| August 11, 2021 Filed Aug 13, 2021 00:30 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 674.378 | $140.39 | $94,675.19 |
DisclosureSEC source: 0001127602-21-023629 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,240.907 Read SEC document |
| August 11, 2021 Filed Aug 13, 2021 00:30 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 674.378 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-023629 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,915.285 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 16, 2021 Filed Feb 14, 2022 22:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004886 · 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: 219,506 F2 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| July 16, 2021 Filed Feb 14, 2022 22:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004886 · form5.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 243,340 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 |
| July 16, 2021 Filed Feb 14, 2022 22:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004886 · form5.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,517.34 Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 22:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 11,771.9 | $127.42 | $1,499,975.50 |
DisclosureSEC source: 0001127602-21-011466 · form4.xml · derivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,528.9 Underlying: Common Stock · 11,771.9 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 16, 2021 Filed Mar 18, 2021 22:29 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 76,975 | $0.00 Strike: $127.90 | $0.00 |
DisclosureSEC source: 0001127602-21-011466 · form4.xml · derivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,975 Underlying: Common Stock · 76,975 shares Expires 2028-03-16 F1 · derivative.exercise_date: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| March 15, 2021 Filed Mar 18, 2021 00:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 22,313 | $127.21 | $2,838,436.73 |
DisclosureSEC source: 0001127602-21-011247 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,032.9895 Read SEC document |
| March 15, 2021 Filed Mar 18, 2021 00:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 53,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011247 · form4.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,345.9895 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, 2021 Filed Mar 18, 2021 00:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 53,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011247 · 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 15, 2021 Filed Mar 18, 2021 00:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 53,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011247 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,800 F1 · shares: Performance share units (awarded on March 15, 2018) earned and vested as of March 15, 2021. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 23:23 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNotional Stock Units · Derivative | 2,003.4 | $117.68 Strike: $0.00 | $235,760.11 |
DisclosureSEC source: 0001127602-21-005025 · form4.xml · derivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,551.4 Underlying: Common Stock · 2,003.4 shares Expires not disclosed F1 · derivative.exercise_price: Each notional stock unit represents a right to receive one share of Gallagher common stock. F2 · shares: Company match under Supplemental Savings and Thrift Plan. F3 · derivative.exercise_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. F3 · derivative.expiration_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. Read SEC document |
| December 15, 2020 Filed Feb 11, 2021 00:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 4,165 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-005057 · form5.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 244,690 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 |
| November 27, 2020 Filed Dec 1, 2020 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 471 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030244 · form4.xml · derivative · entry 7 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,757 Underlying: Common Stock · 471 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. 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 |
| November 27, 2020 Filed Dec 1, 2020 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 471 | $116.84 | $55,031.64 |
DisclosureSEC source: 0001127602-20-030244 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,710.9895 Read SEC document |
| November 27, 2020 Filed Dec 1, 2020 22:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 471 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-030244 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,181.9895 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 20, 2020 Filed Nov 24, 2020 22:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 70,700 | $0.00 Strike: $46.87 | $0.00 |
DisclosureSEC source: 0001127602-20-029943 · form4.xml · derivative · entry 10 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 70,700 shares Expires 2021-03-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · 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 20, 2020 Filed Nov 24, 2020 22:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 47,307 | $115.46 | $5,462,066.22 |
DisclosureSEC source: 0001127602-20-029943 · form4.xml · nonDerivative · entry 7 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,710.9895 Read SEC document |
| November 20, 2020 Filed Nov 24, 2020 22:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 70,700 | $46.87 | $3,313,709.00 |
DisclosureSEC source: 0001127602-20-029943 · form4.xml · nonDerivative · entry 6 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,017.9895 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 18, 2020 Filed Nov 24, 2020 22:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029943 · form4.xml · nonDerivative · entry 5 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 220,386 F2 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| April 29, 2020 Filed Nov 24, 2020 22:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029943 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 221,247 F2 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| March 23, 2020 Filed Nov 24, 2020 22:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 1,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029943 · form4.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: 221,497 F2 · ownership.nature: Held in trust for benefit of children. Read SEC document |
| March 23, 2020 Filed Nov 24, 2020 22:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029943 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 243,138 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 23, 2020 Filed Nov 24, 2020 22:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 3,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-029943 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,056.2368 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 20:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 23,755 | $79.85 | $1,896,836.75 |
DisclosureSEC source: 0001127602-20-011068 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,456.2368 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 20:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 56,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011068 · form4.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,211.2368 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, 2020 Filed Mar 17, 2020 20:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 56,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011068 · 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 16, 2020 Filed Mar 17, 2020 20:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 56,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011068 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,158 F1 · shares: Performance share units (awarded on March 16, 2017) earned and vested as of March 16, 2020. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 20:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 17,385.4 | $86.28 | $1,500,012.31 |
DisclosureSEC source: 0001127602-20-011068 · form4.xml · derivative · entry 9 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,196.5 Underlying: Common Stock · 17,385.4 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 12, 2020 Filed Mar 16, 2020 21:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 68,550 | $0.00 Strike: $86.17 | $0.00 |
DisclosureSEC source: 0001127602-20-010832 · form4.xml · derivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,550 Underlying: Common Stock · 68,550 shares Expires 2027-03-12 F1 · derivative.exercise_date: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 22:24 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 35,700 | $0.00 Strike: $39.17 | $0.00 |
DisclosureSEC source: 0001127602-20-005106 · form4.xml · derivative · entry 7 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,700 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 |
| February 10, 2020 Filed Feb 12, 2020 22:24 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 21,905 | $105.65 | $2,314,263.25 |
DisclosureSEC source: 0001127602-20-005106 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,053.2368 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $105.57 to $105.88. 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 |
| February 10, 2020 Filed Feb 12, 2020 22:24 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 35,700 | $39.17 | $1,398,369.00 |
DisclosureSEC source: 0001127602-20-005106 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,958.2368 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 15, 2019 Filed Nov 15, 2019 21:44 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 599 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-032861 · form4.xml · derivative · entry 7 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,513 Underlying: Common Stock · 599 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. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.