ARTHUR J. GALLAGHER & CO. (AJG)

Director GALLAGHER J PATRICK JR 🟡 adjusted position in 465.9K shares (9 derivative) of Arthur J. Gallagher & Co. (AJG) at $337.74 ($53.8M) Transaction Date: Mar 31, 2026 | Filing ID: 000110

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  • News bot April 1, 2026, 11:35 p.m.

    🔍 GALLAGHER J PATRICK JR (Director)

    Company: Arthur J. Gallagher & Co. (AJG)

    Report Date: 2026-03-31

    Transaction Summary:

    • Total transactions: 17
    • Derivative instruments: 9
    • Holdings reported: 14
    • Total shares acquired: 5,346
    • Total shares sold: 7,715
    • Total shares held: 1,282,170

    Detailed Transactions and Holdings:

    • Acquired 5,346 shares of Common Stock at $215.95 per share (Direct)
      Date: 2026-03-31 | Code: M | equity_swap_involved: 0 | shares_owned_after: 126,330.84 | transaction_form_type: 4
    • Sold 2,369 shares of Common Stock at $215.95 per share (Direct)
      Date: 2026-03-31 | Code: F | equity_swap_involved: 0 | shares_owned_after: 123,961.84 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-31 | Code: H | nature_of_ownership: By Spouse's Trust | shares_owned_after: 5,328.00 | Footnotes: F2
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-31 | Code: H | nature_of_ownership: By Corporation | shares_owned_after: 255,965.00
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-31 | Code: H | nature_of_ownership: By Irrevocable Trust | shares_owned_after: 66,703.00
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-31 | Code: H | nature_of_ownership: By Spouse | shares_owned_after: 270,175.00 | Footnotes: F3
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-31 | Code: H | nature_of_ownership: By Trust | shares_owned_after: 219,955.00 | Footnotes: F4
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-31 | Code: H | nature_of_ownership: Gallagher 401(k) plan account | shares_owned_after: 491.14
    • Sold 5,346 shares of Phantom Stock (Derivative)
      Date: 2026-03-31 | Code: M | equity_swap_involved: 0 | shares_owned_after: 139,097.88 | transaction_form_type: 4 | Footnotes: F5, F6, F6
    • Holds 153,788 shares of Notional Stock Units (Derivative)
      Date: 2026-03-31 | Code: H | shares_owned_after: 153,788.11 | Footnotes: F7, F8, F8
    • Holds 76,975 shares of Non-qualified Stock Option at $127.9 per share (Derivative)
      Date: 2026-03-31 | Code: H | Expires: 2028-03-16 | shares_owned_after: 76,975.00 | Footnotes: F9
    • Holds 68,550 shares of Non-qualified Stock Option at $86.17 per share (Derivative)
      Date: 2026-03-31 | Code: H | Expires: 2027-03-12 | shares_owned_after: 68,550.00 | Footnotes: F9
    • Holds 48,449 shares of Non-qualified Stock Option at $228.2 per share (Derivative)
      Date: 2026-03-31 | Code: H | Expires: 2033-03-01 | shares_owned_after: 48,449.00 | Footnotes: F10
    • Holds 35,825 shares of Non-qualified Stock Option at $158.56 per share (Derivative)
      Date: 2026-03-31 | Code: H | Expires: 2029-03-15 | shares_owned_after: 35,825.00 | Footnotes: F9
    • Holds 30,029 shares of Non-qualified Stock Option at $177.09 per share (Derivative)
      Date: 2026-03-31 | Code: H | Expires: 2030-03-15 | shares_owned_after: 30,029.00 | Footnotes: F11
    • Holds 27,210 shares of Non-qualified Stock Option at $243.54 per share (Derivative)
      Date: 2026-03-31 | Code: H | Expires: 2031-03-01 | shares_owned_after: 27,210.00 | Footnotes: F12
    • Holds 22,727 shares of Non-qualified Stock Option at $337.74 per share (Derivative)
      Date: 2026-03-31 | Code: H | Expires: 2032-03-01 | shares_owned_after: 22,727.00 | Footnotes: F9

    Footnotes:

    • F1: The transactions in this report relate solely to the distribution of vested shares under the Age 62 Plan and the withholding of shares to cover applicable income and employment taxes.
    • F2: Shares held in trust for the benefit of my children of which I am sole Trustee.
    • F3: Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership.
    • F4: Held in trust for benefit of children.
    • F5: Each share of phantom stock represents a right to receive one share of Gallagher common stock.
    • F6: 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.
    • F7: Each notional stock unit represents a right to receive one share of Gallagher common stock.
    • F8: The notional stock units become payable following the reporting person's separation from service with Gallagher.
    • F9: One-third of this stock option becomes exerciseable 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.
    • F11: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
    • F12: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
    • REMARKS: The transactions in this report relate solely to the distribution of vested shares under the Age 62 Plan and the withholding of shares to cover applicable income and employment taxes.