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Arthur J. Gallagher & Co.·4

Mar 24, 8:44 PM ET

GALLAGHER THOMAS JOSEPH 4

4 · Arthur J. Gallagher & Co. · Filed Mar 24, 2026

Research Summary

AI-generated summary of this filing

Updated

AJG President Thomas J. Gallagher Gifts Shares to Trusts

What Happened

  • Thomas J. Gallagher, President of Arthur J. Gallagher & Co. (AJG), reported multiple gift transactions dated March 23, 2026. The filing shows dispositions (gifts out) of 1,232 shares and acquisitions (gifts in) of 528 shares, all at $0.00 per share. The net effect is a net transfer out of 704 shares (1,232 disposed − 528 acquired). No cash changed hands in these transactions.

Key Details

  • Transaction date: March 23, 2026; Form 4 filed March 24, 2026 (timely).
  • Reported prices: $0.00 per share (gifts); total cash value reported: $0.
  • Breakdown: dispositions of 264, 528, 264 and 176 shares; acquisitions of 264 and 264 shares.
  • Shares owned after the transactions: not specified in this filing.
  • Notable footnotes: F1 — the reporting person disclaims beneficial ownership of these shares; F2 — the shares are held in trusts for the reporting person’s children, with his wife as trustee.
  • Transaction code: G = Gift. This is not a market sale or purchase.

Context

  • Gifts are typically estate-planning or family transfers and do not necessarily signal the insider’s view of the stock’s near-term prospects. The presence of F1 and F2 indicates transfers to family trusts and a disclaimer of beneficial ownership, which may reflect internal estate/ownership structuring rather than investment activity.

Insider Transaction Report

Form 4
Period: 2026-03-23
Arthur J. Gallagher & Co.AJG
GALLAGHER THOMAS JOSEPH
President
Transactions
  • Gift

    Common Stock

    2026-03-23−264→ 323,919.08 total
  • Gift

    Common Stock

    [F1][F2]
    2026-03-23+264→ 119,439 total(indirect: By Trust)
  • Gift

    Common Stock

    2026-03-23−528→ 323,391.08 total
  • Gift

    Common Stock

    2026-03-23−264→ 32,164 total(indirect: By Spouse)
  • Gift

    Common Stock

    [F1][F2]
    2026-03-23+264→ 119,703 total(indirect: By Trust)
  • Gift

    Common Stock

    2026-03-23−176→ 31,988 total(indirect: By Spouse)
Holdings

  • Common Stock

    (indirect: By Trust)
    62,295

  • Common Stock

    (indirect: By Trust)
    96,709

  • Common Stock

    (indirect: By 401(k))
    491.14

  • Non-qualified Stock Option

    [F3]
    Exercise: $127.90Exp: 2028-03-16→ Common Stock (32,895 underlying)
    32,895

  • Non-qualified Stock Option

    [F3]
    Exercise: $86.17Exp: 2027-03-12→ Common Stock (31,340 underlying)
    31,340

  • Non-qualified Stock Option

    [F4]
    Exercise: $228.20Exp: 2033-03-01→ Common Stock (22,219 underlying)
    22,219

  • Phantom Stock

    [F5][F6]
    → Common Stock (20,290.842 underlying)
    20,290.842

  • Non-qualified Stock Option

    [F3]
    Exercise: $158.56Exp: 2029-03-15→ Common Stock (15,310 underlying)
    15,310

  • Non-qualified Stock Option

    [F7]
    Exercise: $243.54Exp: 2031-03-01→ Common Stock (15,070 underlying)
    15,070

  • Non-qualified Stock Option

    [F8][F3]
    Exercise: $337.74Exp: 2032-03-01→ Common Stock (14,876 underlying)
    14,876

  • Non-qualified Stock Option

    [F9]
    Exercise: $177.09Exp: 2030-03-15→ Common Stock (12,744 underlying)
    12,744

  • Notional Stock Units

    [F10][F11]
    Exercise: $0.00→ Common Stock (11,445.749 underlying)
    11,445.749
Footnotes (11)
  • [F1]The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.
  • [F10]Each notional stock unit represents a right to receive one share of Gallagher common stock.
  • [F11]Portions of these notional stock units are payable to the reporting person in shares of common stock in July of 2025 and 2026 and following the reporting person's separation from service.
  • [F2]These shares are held in trusts, for the benefit of the reporting person's children, of which his wife is a trustee.
  • [F3]One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
  • [F4]One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
  • [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]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.
Signature
/s/ Monica Norzagaray, by power of attorney|2026-03-24

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT