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 10, 2017 Filed Mar 14, 2017 20:44 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 13,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011630 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,964 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 |
| February 15, 2017 Filed Feb 16, 2017 20:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 16,667 | $0.00 Strike: $28.65 | $0.00 |
DisclosureSEC source: 0001127602-17-006554 · 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 · 16,667 shares Expires 2017-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 20:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 50,750 | $0.00 Strike: $24.13 | $0.00 |
DisclosureSEC source: 0001127602-17-006554 · 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 · 50,750 shares Expires 2017-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 20:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 12,863 | $55.82 | $718,012.66 |
DisclosureSEC source: 0001127602-17-006554 · form4.xml · nonDerivative · entry 4 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,820.6055 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 20:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 16,667 | $28.65 | $477,509.55 |
DisclosureSEC source: 0001127602-17-006554 · form4.xml · nonDerivative · entry 3 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,683.6055 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 |
| February 15, 2017 Filed Feb 16, 2017 20:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 37,259 | $55.84 | $2,080,542.56 |
DisclosureSEC source: 0001127602-17-006554 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,016.6055 Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 20:15 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 50,750 | $24.13 | $1,224,597.50 |
DisclosureSEC source: 0001127602-17-006554 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,275.6055 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 |
| December 15, 2016 Filed Feb 14, 2017 17:26 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005832 · 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: 271,052 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 21, 2016 Filed Nov 22, 2016 18:45 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068026 · form4.xml · derivative · entry 7 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,127 Underlying: Common Stock · 712 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 21, 2016 Filed Nov 22, 2016 18:45 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 712 | $51.48 | $36,653.76 |
DisclosureSEC source: 0001127602-16-068026 · form4.xml · nonDerivative · entry 2 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,525.6055 Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 18:45 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-068026 · form4.xml · nonDerivative · entry 1 GALLAGHER J PATRICK JR · CIK 0001186006 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,237.6055 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.