Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arthur J. Gallagher & Co.AJG · Entity 990 | VICE PRESIDENT | March 31, 2026 | April 02, 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 March 31, 2026 · Filed April 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,684.8241 |
Ending reported balance
After 2026-03-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-31 · Exercise / conversion · Acquired 50.921 · Balance 48,735.7451 Row 2 · 2026-03-31 · Tax withholding · Disposed 50.921 · Balance 48,684.8241 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 68,389.892 |
Reported balance
After 2026-03-31 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-31 · Exercise / conversion · Disposed 50.921 · Balance 68,389.892 F1: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F2: 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. |
| Common StockSEC Table I · non-derivative | IndirectGallagher 401(k) plan account | 491.139 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 491.139 |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $86.17 · Expires 2027-03-12 | Direct | 23,510 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 23,510 F3: 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 $127.90 · Expires 2028-03-16 | Direct | 22,210 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 22,210 F3: 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 $158.56 · Expires 2029-03-15 | Direct | 11,100 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 11,100 F3: 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 $177.09 · Expires 2030-03-15 | Direct | 9,240 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 9,240 F6: 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 $243.54 · Expires 2031-03-01 | Direct | 9,712 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 9,712 F7: 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 $337.74 · Expires 2032-03-01 | Direct | 9,917 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 9,917 F8: Closing price of Gallagher common stock on February 28, 2025. F3: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Notional Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,033.7549 |
Reported balance
Holding disclosure · report date 2026-03-31 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 6,033.7549 F4: Each notional stock unit represents a right to receive one share of Gallagher common stock. F5: The notional stock units become payable following the reporting person's separation from service with Gallagher. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of phantom stock represents a right to receive one share of Gallagher common stock.
F2: 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: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F4: Each notional stock unit represents a right to receive one share of Gallagher common stock.
F5: The notional stock units become payable following the reporting person's separation from service with Gallagher.
F6: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F7: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F8: Closing price of Gallagher common stock on February 28, 2025.
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 31, 2026 Filed Apr 2, 2026 20:30 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 50.921 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000116 · form4.xml · derivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,389.892 Underlying: Common Stock · 50.921 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. 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. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:30 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 50.921 | $215.95 | $10,996.39 |
DisclosureSEC source: 0000354190-26-000116 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,684.8241 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 20:30 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 50.921 | $215.95 | $10,996.39 |
DisclosureSEC source: 0000354190-26-000116 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,735.7451 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, 2026 Filed Mar 19, 2026 00:43 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,321 | $207.93 | $482,605.53 |
DisclosureSEC source: 0000354190-26-000097 · form4.xml · nonDerivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,684.8241 Read SEC document |
| March 15, 2026 Filed Mar 19, 2026 00:43 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 6,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000097 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,005.8241 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, 2026 Filed Mar 19, 2026 00:43 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 6,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000097 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2026 Filed Mar 19, 2026 00:43 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 6,930 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000097 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,930 F1 · date: Filed one day late due to a technical filing issue. F2 · shares: Performance share units (awarded on March 15, 2023) earned and vested as of March 15, 2026. Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 01:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 70.004 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-011268 · form4.xml · derivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,754.247 Underlying: Common Stock · 70.004 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. 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. Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 01:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 70.004 | $345.24 | $24,168.18 |
DisclosureSEC source: 0001127602-25-011268 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,996.9267 Read SEC document |
| March 31, 2025 Filed Apr 3, 2025 01:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 70.004 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-011268 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,066.9307 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, 2025 Filed Mar 18, 2025 22:35 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,026 | $325.24 | $984,176.24 |
DisclosureSEC source: 0001127602-25-009871 · form4.xml · nonDerivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,996.9267 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:35 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 6,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009871 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,022.9267 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, 2025 Filed Mar 18, 2025 22:35 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 6,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009871 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:35 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 6,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009871 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,990 F1 · shares: Performance share units (awarded on March 15, 2022) earned and vested as of March 15, 2025. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 00:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 1,245.214 | $321.23 | $400,000.09 |
DisclosureSEC source: 0001127602-25-009187 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,694.611 Underlying: Common Stock · 1,245.214 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. Read SEC document |
| March 01, 2025 Filed Mar 6, 2025 01:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 9,917 | $0.00 Strike: $337.74 | $0.00 |
DisclosureSEC source: 0001127602-25-008449 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,917 Underlying: Common Stock · 9,917 shares Expires 2032-03-01 F1 · derivative.exercise_price: Closing price of Gallagher common stock on February 28, 2025. 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. Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 22:23 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 7,049 | $0.00 Strike: $79.59 | $0.00 |
DisclosureSEC source: 0001127602-25-005606 · form4.xml · derivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,049 shares Expires 2026-03-14 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 · 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 18, 2025 Filed Feb 19, 2025 22:23 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 7,049 | $324.41 | $2,286,766.79 |
DisclosureSEC source: 0001127602-25-005606 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,032.9267 Read SEC document |
| February 18, 2025 Filed Feb 19, 2025 22:23 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 7,049 | $79.59 | $561,029.91 |
DisclosureSEC source: 0001127602-25-005606 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,081.9267 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 18, 2024 Filed Dec 20, 2024 21:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionPhantom Stock · Derivative | 2,907.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029909 · form4.xml · derivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,154.163 Underlying: Common Stock · 2,907.41 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. 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. Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 21:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,907.41 | $278.49 | $809,684.61 |
DisclosureSEC source: 0001127602-24-029909 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,032.9267 Read SEC document |
| December 18, 2024 Filed Dec 20, 2024 21:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 2,907.41 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-029909 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,940.3367 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 03, 2024 Filed Jun 5, 2024 21:03 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GiftCommon Stock | 395 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017955 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,965.6291 Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,979 | $253.17 | $754,193.43 |
DisclosureSEC source: 0001127602-24-010711 · form4.xml · nonDerivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,329.4496 Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 8,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010711 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,308.4496 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 8,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010711 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:28 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 8,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010711 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,080 F1 · shares: Performance share units (awarded on March 16, 2021) earned and vested as of March 16, 2024. Read SEC document |
| March 04, 2024 Filed Mar 5, 2024 23:20 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 1,645.21 | $243.13 | $399,999.91 |
DisclosureSEC source: 0001127602-24-008690 · form4.xml · derivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,599.343 Underlying: Common Stock · 1,645.21 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F3 · derivative.exercise_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards when they attain age 62, or after a one-year period for participants who have attained age 61. F3 · derivative.expiration_date: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards when they attain age 62, or after a one-year period for participants who have attained age 61. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 23:20 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 9,712 | $0.00 Strike: $243.54 | $0.00 |
DisclosureSEC source: 0001127602-24-008690 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,712 Underlying: Common Stock · 9,712 shares Expires 2031-03-01 F1 · derivative.exercise_date: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:06 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 5,966 | $0.00 Strike: $70.74 | $0.00 |
DisclosureSEC source: 0001127602-23-026946 · form4.xml · derivative · entry 6 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,966 shares Expires 2025-03-15 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. 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. F3 · derivative.exercise_date: Granted 3/15/2018. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:06 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 14,101 | $0.00 Strike: $79.59 | $0.00 |
DisclosureSEC source: 0001127602-23-026946 · form4.xml · derivative · entry 5 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,049 Underlying: Common Stock · 14,101 shares Expires 2026-03-14 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. 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. Read SEC document |
| November 03, 2023 Filed Nov 7, 2023 21:06 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 20,067 | $241.22 | $4,840,561.74 |
DisclosureSEC source: 0001127602-23-026946 · form4.xml · nonDerivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,228.4496 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $240.98 to $241.57. 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 |
| November 03, 2023 Filed Nov 7, 2023 21:06 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 5,966 | $70.74 | $422,034.84 |
DisclosureSEC source: 0001127602-23-026946 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,295.4496 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 03, 2023 Filed Nov 7, 2023 21:06 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 14,101 | $79.59 | $1,122,298.59 |
DisclosureSEC source: 0001127602-23-026946 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,329.4496 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, 2023 Filed Mar 17, 2023 23:11 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 9,240 | $0.00 Strike: $177.09 | $0.00 |
DisclosureSEC source: 0001127602-23-010752 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,240 Underlying: Common Stock · 9,240 shares Expires 2030-03-15 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 12, 2023 Filed Mar 15, 2023 01:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 4,367 | $182.76 | $798,112.92 |
DisclosureSEC source: 0001127602-23-010204 · form4.xml · nonDerivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,097.7033 Read SEC document |
| March 12, 2023 Filed Mar 15, 2023 01:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 11,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010204 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,464.7033 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 12, 2023 Filed Mar 15, 2023 01:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 11,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010204 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 12, 2023 Filed Mar 15, 2023 01:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 11,760 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010204 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,760 F1 · shares: Performance share units (awarded on March 12, 2020) earned and vested as of March 12, 2023. Read SEC document |
| March 10, 2023 Filed Mar 15, 2023 01:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 3,226.7 | $185.95 | $600,004.87 |
DisclosureSEC source: 0001127602-23-010204 · form4.xml · derivative · entry 6 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,272.156 Underlying: Common Stock · 3,226.7 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 · shares: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards when they attain age 62, or after a one-year period for participants who have attained age 61. 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 |
| June 16, 2022 Filed Jun 21, 2022 21:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 11,934 | $0.00 Strike: $70.74 | $0.00 |
DisclosureSEC source: 0001127602-22-017940 · form4.xml · derivative · entry 8 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,966 Underlying: Common Stock · 11,934 shares Expires 2025-03-15 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. 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. F6 · derivative.exercise_date: Granted 3/15/2018. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 21:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 17,500 | $0.00 Strike: $56.86 | $0.00 |
DisclosureSEC source: 0001127602-22-017940 · form4.xml · derivative · entry 7 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,500 shares Expires 2024-03-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Granted 3/16/2017. 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 |
| June 16, 2022 Filed Jun 21, 2022 21:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 600 | $150.42 | $90,252.00 |
DisclosureSEC source: 0001127602-22-017940 · form4.xml · nonDerivative · entry 5 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,614.3545 F3 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $150.36 to $150.46. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 21:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 10,484 | $149.82 | $1,570,712.88 |
DisclosureSEC source: 0001127602-22-017940 · form4.xml · nonDerivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,214.3545 F2 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $149.36 to $150.35. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 21:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 18,350 | $148.92 | $2,732,682.00 |
DisclosureSEC source: 0001127602-22-017940 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,698.3545 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $148.36 to $149.35. 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 ranges set forth in footnotes 1, 2 and 3 to this Form 4. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 21:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 11,934 | $70.74 | $844,211.16 |
DisclosureSEC source: 0001127602-22-017940 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,048.3545 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 21:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 17,500 | $56.86 | $995,050.00 |
DisclosureSEC source: 0001127602-22-017940 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,114.3545 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2022 Filed Mar 16, 2022 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 2,527.5 | $158.26 | $400,002.15 |
DisclosureSEC source: 0001127602-22-009532 · form4.xml · derivative · entry 7 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,300.274 Underlying: Common Stock · 2,527.5 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F4 · shares: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards when they attain age 62, or after a one-year period for participants who have attained age 61. 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 |
| March 15, 2022 Filed Mar 16, 2022 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 11,100 | $0.00 Strike: $158.56 | $0.00 |
DisclosureSEC source: 0001127602-22-009532 · form4.xml · derivative · entry 6 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,100 Underlying: Common Stock · 11,100 shares Expires 2029-03-15 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. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 4,640 | $154.74 | $717,993.60 |
DisclosureSEC source: 0001127602-22-009532 · form4.xml · nonDerivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,559.9937 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.