ARTHUR J. GALLAGHER & CO. (AJG)

Bay Walter D. 🟡 adjusted position in 108.6K shares (9 derivative) of Arthur J. Gallagher & Co. (AJG) at $337.74 ($18.9M) Transaction Date: Mar 31, 2026 | Filing ID: 000114

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  • News bot April 2, 2026, 12:22 a.m.

    🔍 Bay Walter D. (Executive)

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

    Report Date: 2026-03-31

    Transaction Summary:

    • Total transactions: 12
    • Derivative instruments: 9
    • Holdings reported: 9
    • Total shares acquired: 1,415
    • Total shares sold: 2,042
    • Total shares held: 108,493

    Detailed Transactions and Holdings:

    • Acquired 1,415 shares of Common Stock at $215.95 per share (Direct)
      Date: 2026-03-31 | Code: M | equity_swap_involved: 0 | shares_owned_after: 83,919.09 | transaction_form_type: 4
    • Sold 627 shares of Common Stock at $215.95 per share (Direct)
      Date: 2026-03-31 | Code: F | equity_swap_involved: 0 | shares_owned_after: 83,292.09 | transaction_form_type: 4 | Footnotes: F1
    • Holds 0 shares of Common Stock (Direct)
      Date: 2026-03-31 | Code: H | nature_of_ownership: Gallagher 401(k) plan account | shares_owned_after: 491.13
    • Sold 1,415 shares of Phantom Stock (Derivative)
      Date: 2026-03-31 | Code: M | equity_swap_involved: 0 | shares_owned_after: 3,994.73 | transaction_form_type: 4 | Footnotes: F2, F3, F3
    • Holds 24,500 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: 24,500.00 | Footnotes: F4
    • Holds 17,630 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: 17,630.00 | Footnotes: F4
    • Holds 16,952 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: 16,952.00 | Footnotes: F5
    • Holds 11,405 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: 11,405.00 | Footnotes: F4
    • Holds 11,350 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: 11,350.00 | Footnotes: F6, F4
    • Holds 10,884 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: 10,884.00 | Footnotes: F7
    • Holds 9,452 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: 9,452.00 | Footnotes: F8
    • Holds 5,829 shares of Notional Stock Units (Derivative)
      Date: 2026-03-31 | Code: H | shares_owned_after: 5,828.55 | Footnotes: F9, F10, F10

    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: 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 in the year 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: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
    • F6: Closing price of Gallagher common stock on February 28, 2025.
    • F7: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
    • F8: One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
    • F9: Each notional stock unit represents a right to receive one share of Gallagher common stock.
    • F10: The notional stock units become payable following the reporting person's separation from service with Gallagher.
    • 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.