Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arthur J. Gallagher & Co.AJG · Entity 990 | Chief Human Resources Officer | March 15, 2026 | March 18, 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 15, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (restricted)SEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-03-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-15 · Grant · Acquired 6,612 · Balance 6,612 F1: Performance share units (awarded on March 15, 2023) earned and vested as of March 15, 2026. Row 2 · 2026-03-15 · Exercise / conversion · Disposed 6,612 · Balance 0 |
| Common StockSEC Table I · non-derivative | Direct | 16,396.7715 |
Ending reported balance
After 2026-03-15 transaction · row 4
2 source rows · reconciled sequenceRow 3 · 2026-03-15 · Exercise / conversion · Acquired 6,612 · Balance 18,582.7715 Row 4 · 2026-03-15 · Tax withholding · Disposed 2,186 · Balance 16,396.7715 |
| Common StockSEC Table I · non-derivative | IndirectGallagher 401(k) plan account | 367.312 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 367.312 |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 100,637.795 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 100,637.795 F2: Each share of phantom stock represents a right to receive one share of Gallagher common stock. F3: These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards when they attain age 62, or after a one-year period for participants who have attained age 61. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $127.90 · Expires 2028-03-16 | Direct | 21,210 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 21,210 F4: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $86.17 · Expires 2027-03-12 | Direct | 15,020 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 15,020 F4: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $228.20 · Expires 2033-03-01 | Direct | 14,977 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 14,977 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 | 10,028 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 10,028 F8: Closing price of Gallagher common stock on February 28, 2025. F4: 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 | 9,875 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 9,875 F4: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $243.54 · Expires 2031-03-01 | Direct | 9,210 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 9,210 F9: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Non-qualified Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $177.09 · Expires 2030-03-15 | Direct | 8,815 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · Balance 8,815 F10: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| Notional Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,324.048 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 15,324.048 F5: Each notional stock unit represents a right to receive one share of Gallagher common stock. F6: The notional stock units become payable following the reporting person's separation from service with Gallagher. |
Filing footnotes · ownership attribution and instrument terms
F1: Performance share units (awarded on March 15, 2023) earned and vested as of March 15, 2026.
F2: Each share of phantom stock represents a right to receive one share of Gallagher common stock.
F3: 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: One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F5: Each notional stock unit represents a right to receive one share of Gallagher common stock.
F6: The notional stock units become payable following the reporting person's separation from service with Gallagher.
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.
F9: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
F10: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
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 15, 2026 Filed Mar 18, 2026 01:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,186 | $207.93 | $454,534.98 |
DisclosureSEC source: 0000354190-26-000092 · form4.xml · nonDerivative · entry 4 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,396.7715 Read SEC document |
| March 15, 2026 Filed Mar 18, 2026 01:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 6,612 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000092 · form4.xml · nonDerivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,582.7715 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 18, 2026 01:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 6,612 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000092 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 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 18, 2026 01:56 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 6,612 | $0.00 | $0.00 |
DisclosureSEC source: 0000354190-26-000092 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,612 F1 · shares: Performance share units (awarded on March 15, 2023) earned and vested as of March 15, 2026. Read SEC document |
| March 04, 2026 Filed Mar 7, 2026 01:11 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantPhantom Stock · Derivative | 1,982.292 | $227.01 | $450,000.11 |
DisclosureSEC source: 0000354190-26-000040 · form4.xml · derivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,637.795 Underlying: Common Stock · 1,982.292 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, 2026 Filed Mar 4, 2026 00:14 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 14,977 | $0.00 Strike: $228.20 | $0.00 |
DisclosureSEC source: 0000354190-26-000032 · form4.xml · derivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,977 Underlying: Common Stock · 14,977 shares Expires 2033-03-01 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 |
| May 19, 2025 Filed May 20, 2025 21:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 13,500 | $0.00 Strike: $79.59 | $0.00 |
DisclosureSEC source: 0001127602-25-015071 · form4.xml · derivative · entry 4 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,500 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 |
| May 19, 2025 Filed May 20, 2025 21:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 13,500 | $344.13 | $4,645,728.00 |
DisclosureSEC source: 0001127602-25-015071 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,940.8404 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions on 5/19/2025 at prices ranging from $344.00 to $344.49. 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 the footnotes to this Form 4. Read SEC document |
| May 19, 2025 Filed May 20, 2025 21:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 13,500 | $79.59 | $1,074,465.00 |
DisclosureSEC source: 0001127602-25-015071 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,440.8404 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 22:33 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,580 | $325.24 | $839,119.20 |
DisclosureSEC source: 0001127602-25-009869 · form4.xml · nonDerivative · entry 4 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,887.5297 Read SEC document |
| March 15, 2025 Filed Mar 18, 2025 22:33 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 6,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009869 · form4.xml · nonDerivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,467.5297 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 22:33 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 6,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009869 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 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 22:33 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 6,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009869 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,220 F1 · shares: Performance share units (awarded on March 15, 2022) earned and vested as of March 15, 2025. Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 23:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 530 | $325.76 | $172,652.80 |
DisclosureSEC source: 0001127602-25-009541 · form4.xml · nonDerivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,247.5297 Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 23:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009541 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,777.5297 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, 2025 Filed Mar 14, 2025 23:34 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 1,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-009541 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 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 10, 2025 Filed Mar 12, 2025 00:48 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 1,400.866 | $321.23 | $450,000.19 |
DisclosureSEC source: 0001127602-25-009185 · form4.xml · derivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,799.807 Underlying: Common Stock · 1,400.866 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 01:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 10,028 | $0.00 Strike: $337.74 | $0.00 |
DisclosureSEC source: 0001127602-25-008445 · form4.xml · derivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,028 Underlying: Common Stock · 10,028 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 |
| March 16, 2024 Filed Mar 20, 2024 00:58 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 3,272 | $253.17 | $828,372.24 |
DisclosureSEC source: 0001127602-24-010721 · form4.xml · nonDerivative · entry 4 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,710.8305 Read SEC document |
| March 16, 2024 Filed Mar 20, 2024 00:58 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 7,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010721 · form4.xml · nonDerivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,982.8305 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 00:58 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 7,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010721 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,960 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 00:58 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 7,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010721 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,672 F1 · shares: Performance share units (awarded on March 16, 2021) earned and vested as of March 16, 2024. Read SEC document |
| March 14, 2024 Filed Mar 19, 2024 01:44 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 816 | $254.91 | $208,006.56 |
DisclosureSEC source: 0001127602-24-010526 · form4.xml · nonDerivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,270.8305 Read SEC document |
| March 14, 2024 Filed Mar 19, 2024 01:44 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 3,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010526 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,086.8305 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, 2024 Filed Mar 19, 2024 01:44 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 3,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-010526 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,960 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 04, 2024 Filed Mar 6, 2024 00:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 1,850.86 | $243.13 | $449,999.59 |
DisclosureSEC source: 0001127602-24-008719 · form4.xml · derivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,752.759 Underlying: Common Stock · 1,850.86 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 6, 2024 00:02 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 9,210 | $0.00 Strike: $243.54 | $0.00 |
DisclosureSEC source: 0001127602-24-008719 · form4.xml · derivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,210 Underlying: Common Stock · 9,210 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 |
| May 03, 2023 Filed May 5, 2023 20:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 14,300 | $0.00 Strike: $70.74 | $0.00 |
DisclosureSEC source: 0001127602-23-014712 · form4.xml · derivative · entry 7 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,300 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. 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 |
| May 03, 2023 Filed May 5, 2023 20:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 18,400 | $0.00 Strike: $56.86 | $0.00 |
DisclosureSEC source: 0001127602-23-014712 · form4.xml · derivative · entry 6 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,400 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. 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 |
| May 03, 2023 Filed May 5, 2023 20:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 32,801 | $211.63 | $6,941,675.63 |
DisclosureSEC source: 0001127602-23-014712 · form4.xml · nonDerivative · entry 5 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4.5877 F2 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $211.22 through $211.93. Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 24,618 | $210.64 | $5,185,535.52 |
DisclosureSEC source: 0001127602-23-014712 · form4.xml · nonDerivative · entry 4 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,805.5877 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $210.18 to $211.14. 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 and 2 to this Form 4. Read SEC document |
| May 03, 2023 Filed May 5, 2023 20:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 14,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014712 · form4.xml · nonDerivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,423.5877 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 03, 2023 Filed May 5, 2023 20:32 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 18,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014712 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,123.5877 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 23:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 8,815 | $0.00 Strike: $177.09 | $0.00 |
DisclosureSEC source: 0001127602-23-010756 · form4.xml · derivative · entry 5 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,815 Underlying: Common Stock · 8,815 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 15, 2023 Filed Mar 17, 2023 23:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 1,530 | $177.09 | $270,947.70 |
DisclosureSEC source: 0001127602-23-010756 · form4.xml · nonDerivative · entry 4 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,649.1604 Read SEC document |
| March 15, 2023 Filed Mar 17, 2023 23:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 3,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010756 · form4.xml · nonDerivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,179.1604 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 23:19 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 3,450 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010756 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,985 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 01:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 2,873 | $182.76 | $525,069.48 |
DisclosureSEC source: 0001127602-23-010192 · form4.xml · nonDerivative · entry 4 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,729.1604 Read SEC document |
| March 12, 2023 Filed Mar 15, 2023 01:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 8,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010192 · form4.xml · nonDerivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,602.1604 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 01:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 8,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010192 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,435 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 01:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantCommon Stock (restricted) | 8,340 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-010192 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,775 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 01:21 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 3,630 | $185.95 | $674,998.50 |
DisclosureSEC source: 0001127602-23-010192 · form4.xml · derivative · entry 6 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,932.874 Underlying: Common Stock · 3,630 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 07, 2022 Filed Jun 9, 2022 20:23 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 4,966 | $0.00 Strike: $43.71 | $0.00 |
DisclosureSEC source: 0001127602-22-017129 · form4.xml · derivative · entry 4 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,966 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: 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 07, 2022 Filed Jun 9, 2022 20:23 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 4,966 | $162.04 | $804,690.64 |
DisclosureSEC source: 0001127602-22-017129 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,160.0635 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $162.00 to $162.29. 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 07, 2022 Filed Jun 9, 2022 20:23 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 4,966 | $43.71 | $217,063.86 |
DisclosureSEC source: 0001127602-22-017129 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,126.0635 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 17, 2022 00:59 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | OtherPhantom Stock · Derivative | 2,843.4 | $158.26 | $449,996.48 |
DisclosureSEC source: 0001127602-22-009552 · form4.xml · derivative · entry 10 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,245.058 Underlying: Common Stock · 2,843.4 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 16, 2022 Filed Mar 17, 2022 00:59 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Tax withholdingCommon Stock | 1,705 | $162.67 | $277,352.35 |
DisclosureSEC source: 0001127602-22-009552 · form4.xml · nonDerivative · entry 7 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,116.1338 Read SEC document |
| March 16, 2022 Filed Mar 17, 2022 00:59 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 3,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009552 · form4.xml · nonDerivative · entry 6 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,821.1338 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 17, 2022 00:59 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock (restricted) | 3,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-009552 · form4.xml · nonDerivative · entry 5 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,435 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, 2022 Filed Mar 17, 2022 00:59 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | GrantNon-qualified Stock Option · Derivative | 9,875 | $0.00 Strike: $158.56 | $0.00 |
DisclosureSEC source: 0001127602-22-009552 · form4.xml · derivative · entry 9 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,875 Underlying: Common Stock · 9,875 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.