Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arthur J. Gallagher & Co.AJG · Entity 990 | Director | May 12, 2026 | May 14, 2026 |
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 May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,326.66 |
Reported balance
After 2026-05-12 transaction · row 1
1 source rowRow 1 · 2026-05-12 · Grant · Acquired 1,110 · Balance 43,326.66 F1: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
National Interstate CORP
Report date November 10, 2016 · Filed November 14, 2016
Section 16 reporting ended · disclosed 2016-11-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares ($.01 par value)SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-11-10 transaction · row 1
1 source rowRow 1 · 2016-11-10 · Disposition to issuer · Disposed 1,424 · Balance 0 F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 25, 2016, by and among Great American Insurance Company, GAIC Alloy, Inc., and National Interstate Corporation (the "Company"), as amended by Amendment No. 1, dated as of August 15, 2016 (the "Agreement and Plan of Merger"). Pursuant to the Agreement and Plan of Merger, effective as of November 10, 2016, the Company's common shares were automatically cancelled and converted into the the right to receive $32.00 per share in cash. In addition, the Company declared a special cash dividend of $0.50 per common share payable to shareholders of record immediately prior to the effective time of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 25, 2016, by and among Great American Insurance Company, GAIC Alloy, Inc., and National Interstate Corporation (the "Company"), as amended by Amendment No. 1, dated as of August 15, 2016 (the "Agreement and Plan of Merger"). Pursuant to the Agreement and Plan of Merger, effective as of November 10, 2016, the Company's common shares were automatically cancelled and converted into the the right to receive $32.00 per share in cash. In addition, the Company declared a special cash dividend of $0.50 per common share payable to shareholders of record immediately prior to the effective time of the merger.
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 |
|---|---|---|---|---|---|---|
| May 12, 2026 Filed May 14, 2026 01:37 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock | 1,110 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000144 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,326.66 F1 · shares: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. Read SEC document |
| May 13, 2025 Filed May 15, 2025 22:57 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock | 690 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-014558 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,876.26 F1 · shares: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. F2 · balance_after: In the past, Common Stock and Common Stock (Restricted) were reported as two separate line items. In the future, they will be reported as a combined total as is stated on this Form. Read SEC document |
| May 09, 2024 Filed May 13, 2024 23:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 920 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015147 · form4.xml · nonDerivative · entry 2 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,976.819 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2024 Filed May 13, 2024 23:17 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 920 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-015147 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 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. F1 · security: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. Read SEC document |
| May 07, 2024 Filed May 9, 2024 23:58 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-014873 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,770 F1 · security: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. F1 · shares: Restricted stock unit award vesting on the earlier of one year after the date of grant or the reporting person's departure from the Board. Read SEC document |
| May 10, 2023 Filed May 11, 2023 23:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015306 · form4.xml · nonDerivative · entry 3 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,638.77 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 10, 2023 Filed May 11, 2023 23:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015306 · form4.xml · nonDerivative · entry 2 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 920 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 09, 2023 Filed May 11, 2023 23:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 920 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-015306 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,950 F1 · security: Restricted stock unit award vesting one year after the date of grant. F1 · shares: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 11, 2022 Filed May 13, 2022 22:49 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014508 · form4.xml · nonDerivative · entry 3 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,105.46 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 11, 2022 Filed May 13, 2022 22:49 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014508 · form4.xml · nonDerivative · entry 2 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,030 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 11, 2022 Filed May 13, 2022 22:49 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 1,030 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-014508 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,180 F1 · security: Restricted stock unit award vesting one year after the date of grant. F1 · shares: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 12, 2021 Filed May 13, 2021 21:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016622 · form4.xml · nonDerivative · entry 3 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,835 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 12, 2021 Filed May 13, 2021 21:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016622 · form4.xml · nonDerivative · entry 2 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,150 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 11, 2021 Filed May 13, 2021 21:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 1,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-016622 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,010 F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 14, 2020 Filed May 14, 2020 21:05 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016633 · form4.xml · nonDerivative · entry 3 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,975 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2020 Filed May 14, 2020 21:05 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016633 · form4.xml · nonDerivative · entry 2 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,860 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 12, 2020 Filed May 14, 2020 21:05 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 1,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016633 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,710 F1 · security: Restricted stock unit award vesting one year after the date of grant. F1 · shares: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 15, 2019 Filed May 15, 2019 21:57 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018602 · form4.xml · nonDerivative · entry 3 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,125 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 15, 2019 Filed May 15, 2019 21:57 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018602 · form4.xml · nonDerivative · entry 2 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,850 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. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 14, 2019 Filed May 15, 2019 21:57 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 1,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-018602 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,950 F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 16, 2018 Filed May 17, 2018 22:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-017961 · form4.xml · nonDerivative · entry 2 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,025 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2018 Filed May 17, 2018 22:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-017961 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 15, 2018 Filed May 17, 2018 22:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-017961 · form4.xml · nonDerivative · entry 3 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 17, 2017 Filed May 18, 2017 20:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-018638 · form4.xml · nonDerivative · entry 3 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,625 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 17, 2017 Filed May 18, 2017 20:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 2,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-018638 · form4.xml · nonDerivative · entry 2 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| May 16, 2017 Filed May 18, 2017 20:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 2,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-018638 · form4.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,350 F1 · security: Restricted stock unit award vesting one year after the date of grant. Read SEC document |
| November 10, 2016 Filed Nov 14, 2016 23:43 UTC | National Interstate CORP NATL · Entity 181103 | Disposition to issuerCommon Shares ($.01 par value) | 1,424 | $32.00 | $45,568.00 |
DisclosureSEC source: 0001301106-16-000219 · wf-form4_147916699008283.xml · nonDerivative · entry 1 ROSENTHAL NORMAN L · CIK 0001137113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Disposed of pursuant to the Agreement and Plan of Merger, dated as of July 25, 2016, by and among Great American Insurance Company, GAIC Alloy, Inc., and National Interstate Corporation (the "Company"), as amended by Amendment No. 1, dated as of August 15, 2016 (the "Agreement and Plan of Merger"). Pursuant to the Agreement and Plan of Merger, effective as of November 10, 2016, the Company's common shares were automatically cancelled and converted into the the right to receive $32.00 per share in cash. In addition, the Company declared a special cash dividend of $0.50 per common share payable to shareholders of record immediately prior to the effective time of the merger. 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.