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 16, 2017 Filed Mar 20, 2017 22:01 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 17,500 | $0.00 Strike: $56.86 | $0.00 |
DisclosureSEC source: 0001127602-17-012473 · form4.xml · derivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,500 Underlying: Common Stock · 17,500 shares Expires 2024-03-16 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 13, 2017 Filed Mar 14, 2017 21:12 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 607 | $56.99 | $34,592.93 |
DisclosureSEC source: 0001127602-17-011648 · form4.xml · nonDerivative · entry 3 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,453 Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 21:12 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011648 · form4.xml · nonDerivative · entry 2 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,060 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 13, 2017 Filed Mar 14, 2017 21:12 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-011648 · form4.xml · nonDerivative · entry 1 Ziebell William F · CIK 0001695709 · VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,850 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.