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 14, 2022 Filed Mar 16, 2022 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 12,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009532 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,199.9937 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 14, 2022 Filed Mar 16, 2022 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 12,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009532 · 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 14, 2022 Filed Mar 16, 2022 23:50 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 12,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009532 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,700 F1 · shares: Performance share units (awarded on March 14, 2019) earned and vested as of March 14, 2022. Read SEC document |
| February 23, 2022 Filed Feb 25, 2022 23:59 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNotional Stock Units · Derivative | 509.41 | $153.73 | $78,311.60 |
DisclosureSEC source: 0001127602-22-006872 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,548.71 Underlying: Common Stock · 509.41 shares Expires not disclosed F1 · derivative.exercise_price: Each notional stock unit represents a right to receive one share of Gallagher common stock. F2 · derivative.exercise_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. F2 · derivative.expiration_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:51 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 13,200 | $0.00 Strike: $43.71 | $0.00 |
DisclosureSEC source: 0001127602-21-020198 · form4.xml · derivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,200 shares Expires 2023-03-17 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: Granted 3/17/2016. 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 |
| June 15, 2021 Filed Jun 17, 2021 20:51 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 13,200 | $144.71 | $1,910,172.00 |
DisclosureSEC source: 0001127602-21-020198 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,362.1641 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $144.70 to $144.74. 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 |
| June 15, 2021 Filed Jun 17, 2021 20:51 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 13,200 | $43.71 | $576,972.00 |
DisclosureSEC source: 0001127602-21-020198 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,562.1641 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, 2021 Filed Mar 18, 2021 23:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 3,139.2 | $127.42 | $399,996.86 |
DisclosureSEC source: 0001127602-21-011477 · form4.xml · derivative · entry 6 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,791.4 Underlying: Common Stock · 3,139.2 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 17, 2021 Filed Mar 18, 2021 23:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 842 | $128.43 | $108,138.06 |
DisclosureSEC source: 0001127602-21-011477 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,299.3786 Read SEC document |
| March 17, 2021 Filed Mar 18, 2021 23:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011477 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,141.3786 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, 2021 Filed Mar 18, 2021 23:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,900 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011477 · form4.xml · nonDerivative · entry 1 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 16, 2021 Filed Mar 18, 2021 23:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 22,210 | $0.00 Strike: $127.90 | $0.00 |
DisclosureSEC source: 0001127602-21-011477 · form4.xml · derivative · entry 5 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,210 Underlying: Common Stock · 22,210 shares Expires 2028-03-16 F1 · derivative.exercise_date: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 23:55 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,957 | $127.21 | $503,369.97 |
DisclosureSEC source: 0001127602-21-011229 · form4.xml · nonDerivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,241.3786 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 23:55 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 11,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011229 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,198.3786 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 23:55 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 11,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011229 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 23:55 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 11,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-011229 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,500 F1 · shares: Performance share units (awarded on March 15, 2018) earned and vested as of March 15, 2021. Read SEC document |
| February 08, 2021 Filed Feb 10, 2021 23:52 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNotional Stock Units · Derivative | 739.3 | $117.68 | $87,000.82 |
DisclosureSEC source: 0001127602-21-005053 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,039.3 Underlying: Common Stock · 739.3 shares Expires not disclosed F1 · derivative.exercise_price: Each notional stock unit represents a right to receive one share of Gallagher common stock. F2 · shares: Company match under Supplemental Savings and Thrift Plan. F3 · derivative.exercise_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. F3 · derivative.expiration_date: The notional stock units become payable following the reporting person's separation from service with Gallagher. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:14 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 10,200 | $0.00 Strike: $46.17 | $0.00 |
DisclosureSEC source: 0001127602-20-023245 · form4.xml · derivative · entry 5 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,200 shares Expires 2022-03-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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. F4 · derivative.exercise_date: Granted 3/11/2015. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:14 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 12,200 | $0.00 Strike: $46.87 | $0.00 |
DisclosureSEC source: 0001127602-20-023245 · form4.xml · derivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,200 shares Expires 2021-03-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Granted 3/12/2014. 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 |
| August 06, 2020 Filed Aug 10, 2020 20:14 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 22,400 | $105.29 | $2,358,496.00 |
DisclosureSEC source: 0001127602-20-023245 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,598.3786 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $105.21 to $105.42. 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 |
| August 06, 2020 Filed Aug 10, 2020 20:14 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 10,200 | $46.17 | $470,934.00 |
DisclosureSEC source: 0001127602-20-023245 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,998.3786 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 06, 2020 Filed Aug 10, 2020 20:14 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 12,200 | $46.87 | $571,814.00 |
DisclosureSEC source: 0001127602-20-023245 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,798.3786 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,566 | $79.85 | $284,745.10 |
DisclosureSEC source: 0001127602-20-011029 · form4.xml · nonDerivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,336.6259 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 8,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011029 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,902.6259 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 8,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011029 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 8,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011029 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,328 F1 · shares: Performance share units (awarded on March 16, 2017) earned and vested as of March 16, 2020. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 19:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 4,056.6 | $86.28 | $350,003.45 |
DisclosureSEC source: 0001127602-20-011029 · form4.xml · derivative · entry 5 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,833.7 Underlying: Common Stock · 4,056.6 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 12, 2020 Filed Mar 16, 2020 20:06 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 23,510 | $0.00 Strike: $86.17 | $0.00 |
DisclosureSEC source: 0001127602-20-010770 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,510 Underlying: Common Stock · 23,510 shares Expires 2027-03-12 F1 · derivative.exercise_date: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 19:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 665 | $94.98 | $63,161.70 |
DisclosureSEC source: 0001127602-20-010584 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,474.6259 Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 19:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,500 | $94.98 | $142,470.00 |
DisclosureSEC source: 0001127602-20-010584 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,139.6259 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, 2020 Filed Mar 13, 2020 19:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,500 | $94.98 | $142,470.00 |
DisclosureSEC source: 0001127602-20-010584 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 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: Consists of four tranches of restricted stock units: 1,950, 1,450, 1,500 and 1,900 granted on 3/13/2013, 3/12/2014, 3/11/2015 and 3/17/2016, respectively. The 2013 and 2014 grants cliff vest on the fourth anniversary of the grant date and the 2015 and 2016 grants cliff vest on the fifth anniversary of the grant date. Read SEC document |
| March 18, 2019 Filed Mar 18, 2019 22:35 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 3,765 | $79.68 | $299,995.20 |
DisclosureSEC source: 0001127602-19-011968 · form4.xml · derivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,814 Underlying: Common Stock · 3,765 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 14, 2019 Filed Mar 18, 2019 22:35 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 21,150 | $0.00 Strike: $79.59 | $0.00 |
DisclosureSEC source: 0001127602-19-011968 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,150 Underlying: Common Stock · 21,150 shares Expires 2026-03-14 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 |
| September 13, 2018 Filed Sep 14, 2018 20:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 12,500 | $0.00 Strike: $39.17 | $0.00 |
DisclosureSEC source: 0001127602-18-027622 · form4.xml · derivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 shares Expires 2020-03-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Granted 3/13/2013. 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 |
| September 13, 2018 Filed Sep 14, 2018 20:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 12,500 | $74.78 | $934,750.00 |
DisclosureSEC source: 0001127602-18-027622 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,291.8749 Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:07 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 12,500 | $39.17 | $489,625.00 |
DisclosureSEC source: 0001127602-18-027622 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,791.8749 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 19, 2018 Filed Mar 19, 2018 21:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 4,219 | $71.11 | $300,013.09 |
DisclosureSEC source: 0001127602-18-012118 · form4.xml · derivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,264 Underlying: Common Stock · 4,219 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 21:40 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 17,900 | $0.00 Strike: $70.74 | $0.00 |
DisclosureSEC source: 0001127602-18-012118 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,900 Underlying: Common Stock · 17,900 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 12, 2018 Filed Mar 14, 2018 20:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 469 | $71.71 | $33,631.99 |
DisclosureSEC source: 0001127602-18-011554 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,889.7551 Read SEC document |
| March 12, 2018 Filed Mar 14, 2018 20:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011554 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,358.7551 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, 2018 Filed Mar 14, 2018 20:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-011554 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 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: Consists of four tranches of restricted stock units: 1,950, 1,450, 1,500 and 1,900 granted on 3/13/2013, 3/12/2014, 3/11/2015 and 3/17/2016, respectively. The 2013 and 2014 grants cliff vest on the fourth anniversary of the grant date and the 2015 and 2016 grants cliff vest on the fifth anniversary of the grant date. Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:44 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 8,900 | $0.00 Strike: $35.71 | $0.00 |
DisclosureSEC source: 0001127602-18-009373 · form4.xml · derivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,900 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. F1 · derivative.exercise_date: Granted 3/16/2012. 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 27, 2018 Filed Mar 1, 2018 21:44 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 8,900 | $69.61 | $619,529.00 |
DisclosureSEC source: 0001127602-18-009373 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,908.7551 Read SEC document |
| February 27, 2018 Filed Mar 1, 2018 21:44 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 8,900 | $35.71 | $317,819.00 |
DisclosureSEC source: 0001127602-18-009373 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,808.7551 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 24, 2017 Filed May 25, 2017 21:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 1,864 | $0.00 Strike: $23.76 | $0.00 |
DisclosureSEC source: 0001127602-17-019439 · form4.xml · derivative · entry 5 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,864 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. F4 · derivative.exercise_date: Granted on 3/5/2008. Read SEC document |
| May 24, 2017 Filed May 25, 2017 21:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 5,900 | $0.00 Strike: $30.95 | $0.00 |
DisclosureSEC source: 0001127602-17-019439 · form4.xml · derivative · entry 4 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,900 shares Expires 2018-03-08 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: Granted 3/8/2011. F3 · derivative.exercise_date: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| May 24, 2017 Filed May 25, 2017 21:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 7,764 | $56.59 | $439,364.76 |
DisclosureSEC source: 0001127602-17-019439 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,594.6797 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $56.54 to $56.67. 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 |
| May 24, 2017 Filed May 25, 2017 21:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,864 | $23.76 | $44,288.64 |
DisclosureSEC source: 0001127602-17-019439 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,358.6797 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 24, 2017 Filed May 25, 2017 21:08 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 5,900 | $30.95 | $182,605.00 |
DisclosureSEC source: 0001127602-17-019439 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,494.6797 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 28, 2017 Filed Mar 30, 2017 19:42 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 4,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-013267 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,036 Underlying: Common Stock · 4,426 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.