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person · Reporting owner

GALLAGHER J PATRICK JR

Disclosed activity across 2 companies

Tapewire entity
43667
SEC CIK
0001186006

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Arthur J. Gallagher & Co.AJG · Entity 990Director · CEOSeptember 08, 2026September 10, 2026
INNERWORKINGS INCINWK · Entity 146133DirectorJune 03, 2019June 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Corporation0 Reported balance After 2026-09-08 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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-derivativeIndirectBy Spouse's Trust5,328 Reported balance Holding disclosure · report date 2026-09-08 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeDirect128,447.9697 Reported balance Holding disclosure · report date 2026-09-08 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 128,447.9697

Common StockSEC Table I · non-derivativeIndirectBy Irrevocable Trust244,860 Reported balance Holding disclosure · report date 2026-09-08 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 244,860

Common StockSEC Table I · non-derivativeIndirectBy Spouse302,764 Reported balance Holding disclosure · report date 2026-09-08 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 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-derivativeIndirectBy Trust219,955 Reported balance Holding disclosure · report date 2026-09-08 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 219,955

F4: Held in trust for benefit of children.

Common StockSEC Table I · non-derivativeIndirectGallagher 401(k) plan account491.142 Reported balance Holding disclosure · report date 2026-09-08 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 491.142

Notional Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct153,788.107 Reported balance Holding disclosure · report date 2026-09-08 · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect139,553.727 Reported balance Holding disclosure · report date 2026-09-08 · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2028-03-16Direct76,975 Reported balance Holding disclosure · report date 2026-09-08 · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2027-03-12Direct68,550 Reported balance Holding disclosure · report date 2026-09-08 · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2033-03-01Direct48,449 Reported balance Holding disclosure · report date 2026-09-08 · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2029-03-15Direct35,825 Reported balance Holding disclosure · report date 2026-09-08 · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2032-03-01Direct22,727 Reported balance Holding disclosure · report date 2026-09-08 · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2031-03-01Direct27,210 Reported balance Holding disclosure · report date 2026-09-08 · row 15 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2030-03-15Direct30,029 Reported balance Holding disclosure · report date 2026-09-08 · row 16 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock (Restricted Stock Units)SEC Table I · non-derivativeDirect159,590 Reported balance After 2019-06-03 transaction · row 1
1 source row

Row 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-derivativeIndirectSee Footnote15,620 Reported balance Holding disclosure · report date 2019-06-03 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 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

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 15, 2019 Filed Nov 15, 2019 21:44 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 599 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-032861 · form4.xml · nonDerivative · entry 2

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,358.2368

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 Tax withholdingCommon Stock 599 $91.95 $55,078.05
Disclosure

SEC source: 0001127602-19-032861 · form4.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,759.2368

Read SEC document
June 03, 2019 Filed Jun 5, 2019 21:34 UTC INNERWORKINGS INC INWK · Entity 146133 GrantCommon Stock (Restricted Stock Units) 36,873 $0.00 $0.00
Disclosure

SEC source: 0001628280-19-007628 · wf-form4_155977047783786.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 159,590

F1 · shares: 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.

Read SEC document
May 14, 2019 Filed Feb 13, 2020 22:22 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GiftCommon Stock 1,950 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005336 · 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: 246,538

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 14, 2019 Filed Feb 13, 2020 22:22 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GiftCommon Stock 1,950 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-005336 · form5.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,258.2368

Read SEC document
March 18, 2019 Filed Mar 18, 2019 22:04 UTC Arthur J. Gallagher & Co. AJG · Entity 990 OtherPhantom Stock · Derivative 12,551 $79.68 $1,000,063.68
Disclosure

SEC source: 0001127602-19-011947 · form4.xml · derivative · entry 9

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 120,112

Underlying: Common Stock · 12,551 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 17, 2019 Filed Mar 18, 2019 22:04 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 7,908 $80.28 $634,854.24
Disclosure

SEC source: 0001127602-19-011947 · form4.xml · nonDerivative · entry 3

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,010.4858

Read SEC document
March 17, 2019 Filed Mar 18, 2019 22:04 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 18,850 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-011947 · form4.xml · nonDerivative · entry 2

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,918.4858

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 17, 2019 Filed Mar 18, 2019 22:04 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock (restricted) 18,850 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-011947 · form4.xml · nonDerivative · entry 1

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, 2019 Filed Mar 18, 2019 22:04 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GrantNon-qualified Stock Option · Derivative 44,050 $0.00 Strike: $79.59 $0.00
Disclosure

SEC source: 0001127602-19-011947 · form4.xml · derivative · entry 8

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,050

Underlying: Common Stock · 44,050 shares

Expires 2026-03-14

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
February 26, 2019 Filed Feb 28, 2019 22:03 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 34,600 $0.00 Strike: $35.71 $0.00
Disclosure

SEC source: 0001127602-19-008954 · 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 · 34,600 shares

Expires 2019-03-16

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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
February 26, 2019 Filed Feb 28, 2019 22:03 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 22,301 $80.24 $1,789,432.24
Disclosure

SEC source: 0001127602-19-008954 · form4.xml · nonDerivative · entry 2

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,068.4858

Read SEC document
February 26, 2019 Filed Feb 28, 2019 22:03 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 34,600 $35.71 $1,235,566.00
Disclosure

SEC source: 0001127602-19-008954 · form4.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,369.4858

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 30, 2018 Filed Dec 4, 2018 21:32 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionPhantom Stock · Derivative 748 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-035128 · form4.xml · derivative · entry 7

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,707

Underlying: Common Stock · 748 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 30, 2018 Filed Dec 4, 2018 21:32 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 748 $77.07 $57,648.36
Disclosure

SEC source: 0001127602-18-035128 · form4.xml · nonDerivative · entry 2

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,767.2288

Read SEC document
November 30, 2018 Filed Dec 4, 2018 21:32 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 748 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-035128 · form4.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,515.2288

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
September 07, 2018 Filed Sep 11, 2018 21:35 UTC INNERWORKINGS INC INWK · Entity 146133 GrantCommon Stock (Restricted Stock Units) 16,129 $0.00 $0.00
Disclosure

SEC source: 0001350381-18-000042 · wf-form4_153670173586607.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 122,717

F1 · security: 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 September 7, 2019.

Read SEC document
June 20, 2018 Filed Jun 21, 2018 21:13 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GiftCommon Stock 9,090 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-021704 · 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: 246,538

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
June 19, 2018 Filed Jun 21, 2018 21:13 UTC Arthur J. Gallagher & Co. AJG · Entity 990 PurchaseCommon Stock 4,545 $66.10 $300,424.50
Disclosure

SEC source: 0001127602-18-021704 · form4.xml · nonDerivative · entry 5

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Spouse

Disclosed balance after: 255,628

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
June 19, 2018 Filed Jun 21, 2018 21:13 UTC Arthur J. Gallagher & Co. AJG · Entity 990 PurchaseCommon Stock 4,545 $66.12 $300,515.40
Disclosure

SEC source: 0001127602-18-021704 · form4.xml · nonDerivative · entry 4

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,765.0388

Read SEC document
May 16, 2018 Filed Jun 21, 2018 21:13 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GiftCommon Stock 1,480 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-021704 · 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: 219,092

F1 · ownership.nature: Held in trust for benefit of children.

Read SEC document
May 16, 2018 Filed Jun 21, 2018 21:13 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GiftCommon Stock 1,480 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-021704 · form4.xml · nonDerivative · entry 2

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,217.5608

Read SEC document
May 16, 2018 Filed Jun 21, 2018 21:13 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GiftCommon Stock 4,810 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-021704 · form4.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,697.5608

Read SEC document
March 19, 2018 Filed Mar 19, 2018 21:16 UTC Arthur J. Gallagher & Co. AJG · Entity 990 OtherPhantom Stock · Derivative 14,063 $71.11 $1,000,019.93
Disclosure

SEC source: 0001127602-18-012108 · form4.xml · derivative · entry 2

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,455

Underlying: Common Stock · 14,063 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 15, 2018 Filed Mar 19, 2018 21:16 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GrantNon-qualified Stock Option · Derivative 41,400 $0.00 Strike: $70.74 $0.00
Disclosure

SEC source: 0001127602-18-012108 · form4.xml · derivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,400

Underlying: Common Stock · 41,400 shares

Expires 2025-03-15

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

Read SEC document
March 11, 2018 Filed Mar 14, 2018 20:38 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 6,674 $72.63 $484,732.62
Disclosure

SEC source: 0001127602-18-011567 · form4.xml · nonDerivative · entry 3

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,105.441

Read SEC document
March 11, 2018 Filed Mar 14, 2018 20:38 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 15,064 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-011567 · form4.xml · nonDerivative · entry 2

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,779.441

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 11, 2018 Filed Mar 14, 2018 20:38 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock (restricted) 15,064 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-011567 · form4.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,850

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
January 30, 2018 Filed Jan 31, 2018 22:11 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 25,600 $0.00 Strike: $30.95 $0.00
Disclosure

SEC source: 0001127602-18-003210 · 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 · 25,600 shares

Expires 2018-03-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The stock option becomes exercisable 20% each year on the anniversary of the grant date.

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January 30, 2018 Filed Jan 31, 2018 22:11 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 17,394 $69.53 $1,209,404.82
Disclosure

SEC source: 0001127602-18-003210 · form4.xml · nonDerivative · entry 4

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,715.441

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January 30, 2018 Filed Jan 31, 2018 22:11 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 25,600 $30.95 $792,320.00
Disclosure

SEC source: 0001127602-18-003210 · form4.xml · nonDerivative · entry 3

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,109.441

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
January 29, 2018 Filed Jan 31, 2018 22:11 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionNon-qualified Stock Option · Derivative 17,762 $0.00 Strike: $23.76 $0.00
Disclosure

SEC source: 0001127602-18-003210 · 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 · 17,762 shares

Expires 2018-03-05

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The stock option becomes exercisable 20% each year on the anniversary of the grant date.

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January 29, 2018 Filed Jan 31, 2018 22:11 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 9,531 $69.75 $664,787.25
Disclosure

SEC source: 0001127602-18-003210 · form4.xml · nonDerivative · entry 2

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,509.441

Read SEC document
January 29, 2018 Filed Jan 31, 2018 22:11 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 17,762 $23.76 $422,025.12
Disclosure

SEC source: 0001127602-18-003210 · form4.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,040.441

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 30, 2017 Filed Dec 4, 2017 22:21 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionPhantom Stock · Derivative 906 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-033844 · form4.xml · derivative · entry 9

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,696

Underlying: Common Stock · 906 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.

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November 30, 2017 Filed Dec 4, 2017 22:21 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 906 $65.63 $59,460.78
Disclosure

SEC source: 0001127602-17-033844 · form4.xml · nonDerivative · entry 6

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,275.505

Read SEC document
November 30, 2017 Filed Dec 4, 2017 22:21 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 906 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-033844 · form4.xml · nonDerivative · entry 5

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,181.505

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 23, 2017 Filed Dec 4, 2017 22:21 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GiftCommon Stock 200 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-033844 · form4.xml · nonDerivative · entry 4

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,468.364

Read SEC document
June 09, 2017 Filed Dec 4, 2017 22:21 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GiftCommon Stock 1,600 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-033844 · 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: 217,612

F2 · ownership.nature: Held in trust for benefit of children.

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June 09, 2017 Filed Dec 4, 2017 22:21 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GiftCommon Stock 3,200 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-033844 · 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: 267,852

F1 · ownership.nature: Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership.

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June 09, 2017 Filed Dec 4, 2017 22:21 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GiftCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-033844 · form4.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,665.166

Read SEC document
June 01, 2017 Filed Jun 2, 2017 22:07 UTC INNERWORKINGS INC INWK · Entity 146133 GrantCommon Stock 11,261 $0.00 $0.00
Disclosure

SEC source: 0001628280-17-006198 · wf-form4_149644120364056.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 106,588

F1 · shares: Represents a grant of restricted stock pursuant to the InnerWorkings, Inc. 2006 Stock Incentive Plan, as amended. The restricted stock vests on June 1, 2018.

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March 28, 2017 Filed Mar 30, 2017 19:16 UTC Arthur J. Gallagher & Co. AJG · Entity 990 OtherPhantom Stock · Derivative 17,705 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-013251 · form4.xml · derivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,009

Underlying: Common Stock · 17,705 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock.

F2 · derivative.exercise_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards when they attain age 62, or after a one-year period for participants who have attained age 61.

F2 · derivative.expiration_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards when they attain age 62, or after a one-year period for participants who have attained age 61.

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March 16, 2017 Filed Mar 20, 2017 21:54 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GrantNon-qualified Stock Option · Derivative 58,300 $0.00 Strike: $56.86 $0.00
Disclosure

SEC source: 0001127602-17-012470 · form4.xml · derivative · entry 2

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,300

Underlying: Common Stock · 58,300 shares

Expires 2024-03-16

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

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March 16, 2017 Filed Mar 20, 2017 21:54 UTC Arthur J. Gallagher & Co. AJG · Entity 990 GrantCommon Stock (restricted) 18,850 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-012470 · form4.xml · nonDerivative · entry 1

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,914

F1 · date: Earned performance share units vesting on 3/17/2019.

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March 13, 2017 Filed Mar 14, 2017 20:44 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 2,125 $56.99 $121,103.75
Disclosure

SEC source: 0001127602-17-011630 · form4.xml · nonDerivative · entry 6

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,186.6055

Read SEC document
March 13, 2017 Filed Mar 14, 2017 20:44 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 4,900 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-011630 · form4.xml · nonDerivative · entry 5

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,311.6055

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 13, 2017 Filed Mar 14, 2017 20:44 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock (restricted) 4,900 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-011630 · form4.xml · nonDerivative · entry 4

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,064

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 10, 2017 Filed Mar 14, 2017 20:44 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Tax withholdingCommon Stock 5,809 $56.66 $329,137.94
Disclosure

SEC source: 0001127602-17-011630 · form4.xml · nonDerivative · entry 3

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,411.6055

Read SEC document
March 10, 2017 Filed Mar 14, 2017 20:44 UTC Arthur J. Gallagher & Co. AJG · Entity 990 Exercise / conversionCommon Stock 13,400 $0.00 $0.00
Disclosure

SEC source: 0001127602-17-011630 · form4.xml · nonDerivative · entry 2

GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,220.6055

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document

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