Arthur J. Gallagher & Co.·4

Mar 17, 9:31 PM ET

Gallagher Patrick Murphy 4

4 · Arthur J. Gallagher & Co. · Filed Mar 17, 2026

Research Summary

AI-generated summary of this filing

Updated

AJG COO Patrick Murphy Receives Award; Shares Withheld for Taxes

What Happened

  • Patrick Murphy, Chief Operating Officer of Arthur J. Gallagher & Co. (AJG), had 4,620 performance share units vest on March 15, 2026 (award originally granted March 15, 2023). The PSUs converted into 4,620 common shares.
  • To cover tax obligations, 1,962 shares were withheld on March 15, 2026 (at $207.93/share, $407,959) and an additional 525 shares were withheld on March 16, 2026 (at $207.93/share, $109,163), totaling 2,487 shares withheld (≈ $517,122). Net shares issued to Mr. Murphy after withholding: 2,133 shares.
  • This was not an open-market sale by the insider but a routine tax-withholding disposition related to vesting.

Key Details

  • Transaction dates: vesting/conversion March 15, 2026; tax-withholding dispositions March 15–16, 2026.
  • Withholding price used: $207.93 per share (used for the tax-withholding entries).
  • Total shares vested/converted: 4,620; shares withheld for taxes: 2,487; net shares retained: 2,133.
  • Footnotes: F1 confirms these were performance share units awarded 3/15/2023 and vested 3/15/2026; F2 indicates shares were withheld to cover tax obligations.
  • Filing: Form 4 filed 2026-03-17 for transactions reporting period 2026-03-15 (appears timely).

Context

  • This is a vesting and tax-withholding event (derivative conversion/settlement), not a market-sale signal. The shares withheld to satisfy taxes are a common administrative step when restricted/ performance awards vest.
  • For derivative/award transactions: the PSU conversion resulted in shares issued, followed by share withholding to satisfy tax liabilities (not an intentional cash sale by the insider).

Insider Transaction Report

Form 4
Period: 2026-03-15
Gallagher Patrick Murphy
Chief Operating Officer
Transactions
  • Award

    Common Stock (restricted)

    [F1]
    2026-03-15+4,6204,620 total
  • Exercise/Conversion

    Common Stock (restricted)

    2026-03-154,6200 total
  • Exercise/Conversion

    Common Stock

    2026-03-15+4,62041,062.664 total
  • Tax Payment

    Common Stock

    2026-03-15$207.93/sh1,962$407,95939,100.664 total
  • Tax Payment

    Common Stock

    [F2]
    2026-03-16$207.93/sh525$109,16338,575.664 total
Holdings
  • Common Stock

    [F3]
    (indirect: By Trust)
    10,560
  • Common Stock

    (indirect: By 401(k))
    491.136
  • Common Stock

    [F4]
    (indirect: By Trust)
    53,262
  • Common Stock

    (indirect: By Trust)
    83,407.25
  • Common Stock

    [F5]
    (indirect: By Trust)
    21,032
  • Common Stock

    (indirect: By Trust)
    55,109
  • Non-qualified Stock Option

    [F6]
    Exercise: $228.20Exp: 2033-03-01Common Stock (17,775 underlying)
    17,775
  • Phantom Stock

    [F7][F8]
    Common Stock (17,594.638 underlying)
    17,594.638
  • Non-qualified Stock Option

    [F9][F10]
    Exercise: $337.74Exp: 2032-03-01Common Stock (11,901 underlying)
    11,901
  • Non-qualified Stock Option

    [F11]
    Exercise: $243.54Exp: 2031-03-01Common Stock (11,386 underlying)
    11,386
  • Non-qualified Stock Option

    [F10][F12]
    Exercise: $127.90Exp: 2028-03-16Common Stock (7,255 underlying)
    7,255
  • Non-qualified Stock Option

    [F10][F13]
    Exercise: $86.17Exp: 2027-03-12Common Stock (6,270 underlying)
    6,270
  • Non-qualified Stock Option

    [F14]
    Exercise: $177.09Exp: 2030-03-15Common Stock (6,160 underlying)
    6,160
  • Notional Stock Units

    [F15][F16][F17]
    Common Stock (907.072 underlying)
    907.072
  • Phantom Stock

    [F7][F18]
    Common Stock (3,804.562 underlying)
    3,804.562
  • Non-qualified Stock Option

    [F10][F19]
    Exercise: $158.56Exp: 2029-03-15Common Stock (5,510 underlying)
    5,510
Footnotes (19)
  • [F1]Performance share units (awarded on March 15, 2023) earned and vested as of March 15, 2026.
  • [F10]One-third of this stock option becomes exerciseable 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]Grant date of 3/16/2021.
  • [F13]Grant date of 3/12/2020.
  • [F14]One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
  • [F15]Each notional stock unit represents a right to receive one share of Gallagher common stock.
  • [F16]The notional stock units become payable following the reporting person's separation from service with Gallagher.
  • [F17]The notional stock units become payable following the reporting person's separation from service with Gallagher.
  • [F18]These shares represent awards under the Deferred Cash Participation Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the participant. These awards are payable in a lump sum on the six-month anniversary of the reporting person's separation from service.
  • [F19]Grant date of 3/15/2022.
  • [F2]Shares withheld to cover applicable tax obligations relating to the vesting of restricted stock units.
  • [F3]Shares held in trusts, for the benefit of the reporting person's children, of which his wife is sole trustee.
  • [F4]Shares held in a revocable trust and an irrevocable trust of which the reporting person's spouse is sole Trustee and as to which he disclaims beneficial ownership
  • [F5]Shares held in trust for the benefit of the reporting person's children, of which he is a trustee.
  • [F6]One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
  • [F7]Each share of phantom stock represents a right to receive one share of Gallagher common stock.
  • [F8]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.
  • [F9]Closing price of Gallagher common stock on February 28, 2025.
Signature
/s/ Monica Norzagaray, by power of attorney|2026-03-17

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT