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 |
|---|---|---|---|---|---|---|
| February 02, 2017 Filed Feb 3, 2017 21:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 4,134 | $39.17 | $161,928.78 |
DisclosureSEC source: 0001127602-17-003916 · form4.xml · nonDerivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,134 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 |
| February 02, 2017 Filed Feb 3, 2017 21:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 2,800 | $53.91 | $150,948.00 |
DisclosureSEC source: 0001127602-17-003916 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 21:53 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 2,800 | $35.71 | $99,988.00 |
DisclosureSEC source: 0001127602-17-003916 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 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 |
| January 03, 2017 Filed Jan 4, 2017 21:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $28.59 | $0.00 |
DisclosureSEC source: 0001127602-17-000660 · form4.xml · derivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2017-01-17 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. F1 · kind: This transaction occurred pursuant to a Rule 10b5-1 trading plan. F2 · derivative.exercise_date: The stock option becomes exercisable 10% each year, commencing January 1 after the date of grant. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 3,000 | $52.00 | $156,000.00 |
DisclosureSEC source: 0001127602-17-000660 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction occurred pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 21:31 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 3,000 | $28.59 | $85,770.00 |
DisclosureSEC source: 0001127602-17-000660 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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 · kind: This transaction occurred pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 1,500 | $0.00 Strike: $26.09 | $0.00 |
DisclosureSEC source: 0001127602-16-069508 · form4.xml · derivative · entry 5 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 1,500 shares Expires 2018-05-13 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. F3 · derivative.exercise_date: The stock option becomes exercisable 10% each year, commencing January 1 after the date of grant. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionNon-qualified Stock Option · Derivative | 1,280 | $0.00 Strike: $30.95 | $0.00 |
DisclosureSEC source: 0001127602-16-069508 · 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 · 1,280 shares Expires 2018-03-07 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: The stock option becomes exercisable 20% each year on the anniversary of the grant date. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 2,780 | $50.11 | $139,305.80 |
DisclosureSEC source: 0001127602-16-069508 · form4.xml · nonDerivative · entry 3 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $50.09 to $50.12. 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 |
| December 07, 2016 Filed Dec 8, 2016 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,500 | $26.09 | $39,135.00 |
DisclosureSEC source: 0001127602-16-069508 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,780 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 21:27 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 1,280 | $30.95 | $39,616.00 |
DisclosureSEC source: 0001127602-16-069508 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,280 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 |
| September 07, 2016 Filed Sep 8, 2016 20:35 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionIncentive Stock Option (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $28.59 | $0.00 |
DisclosureSEC source: 0001127602-16-062243 · form4.xml · derivative · entry 4 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2017-01-17 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. F1 · derivative.exercise_date: The stock option becomes exercisable 10% each year, commencing January 1 after the date of grant. Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 20:35 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | SaleCommon Stock | 6,955 | $50.35 | $350,184.25 |
DisclosureSEC source: 0001127602-16-062243 · form4.xml · nonDerivative · entry 2 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 07, 2016 Filed Sep 8, 2016 20:35 UTC | Arthur J. Gallagher & Co. AJG · Entity 990 | Exercise / conversionCommon Stock | 3,000 | $28.59 | $85,770.00 |
DisclosureSEC source: 0001127602-16-062243 · form4.xml · nonDerivative · entry 1 Pietrucha Susan E · CIK 0001386997 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,955 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.