Welcome to our dedicated page for Gallagher (ARTHUR J.) & Co. SEC filings (Ticker: AJG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Arthur J. Gallagher & Co. (NYSE: AJG), a global insurance brokerage, risk management and consulting services firm headquartered in Rolling Meadows, Illinois. Through these filings, investors can review how Gallagher reports on its insurance brokerage, risk management and consulting operations, as well as its capital markets activity and acquisition strategy.
Arthur J. Gallagher & Co. files current reports on Form 8‑K to disclose material events. Recent 8‑K filings include announcements of quarterly financial results, where the company provides segment data for its Brokerage and Risk Management businesses, along with adjusted non‑GAAP measures and reconciliations. Other 8‑K filings describe investor meetings and webcasts, noting when updated “CFO Commentary” and “Supplemental Quarterly Data” are made available.
Filings also document acquisition activity. An 8‑K dated August 18, 2025, details the completion of the acquisition of Dolphin Topco, Inc. from The AssuredPartners Group LP, including the aggregate cash purchase price and the use of equity and debt financing transactions to fund the deal. A related 8‑K/A filing provides audited and unaudited financial statements of the acquired business and pro forma condensed combined financial information for Arthur J. Gallagher & Co., giving readers insight into the impact of this transaction on the company’s financial statements.
On this SEC filings page, users can review forms such as Form 8‑K and 8‑K/A, and, when available, annual reports on Form 10‑K, quarterly reports on Form 10‑Q and other disclosures that outline Gallagher’s financial condition, segment performance and risk factors. These documents also confirm the company’s listing on the New York Stock Exchange under the symbol AJG and its registration under Section 12(b) of the Securities Exchange Act of 1934.
Stock Titan enhances access to these filings with AI‑powered summaries and highlights. Instead of reading full‑length documents line by line, users can rely on AI to surface key points from earnings releases, acquisition disclosures, pro forma financial information and other regulatory content. Real‑time updates from EDGAR help ensure that new filings, including any future Forms 10‑K, 10‑Q or Form 4 insider transaction reports, appear promptly, while AI explanations aim to make Gallagher’s complex financial and regulatory information more approachable for a broad range of investors.
Arthur J. Gallagher & Co. President Thomas Joseph Gallagher reported routine compensation-related equity activity. On March 31, 2026, he exercised 76.382 shares of phantom stock into the same number of common shares, and an equal 76.382 shares of common stock were withheld to cover tax obligations at $215.95 per share, resulting in no net change in his direct common share count from this vesting event.
Following these transactions, Gallagher directly holds 323,391.080 shares of common stock and 20,214.460 shares of phantom stock under the company’s Age 62 nonqualified deferred compensation plan. He also retains several blocks of non-qualified stock options over Gallagher common stock with exercise prices ranging from $86.17 to $337.74 and expirations between 2027 and 2033, plus notional stock units where each unit represents one share of common stock, with portions scheduled to be paid in shares in July 2025 and July 2026 and after separation from service. Additional common shares are held indirectly in family and retirement-related accounts, including trusts and a 401(k) plan, with certain trust-held shares reported alongside a disclaimer of beneficial ownership.
Arthur J. Gallagher & Co. VP & Chief Financial Officer Douglas K. Howell exercised 76.382 phantom stock units into an equal number of common shares, then had 76.382 shares withheld to cover tax obligations at a price of $215.95 per share. After these routine compensation-related entries, he directly holds 106,709.7558 common shares, plus indirect holdings through a spouse and a Gallagher 401(k) plan where he disclaims beneficial ownership. He also retains substantial notional stock units and non-qualified stock options that can deliver additional Gallagher common stock over time.
Arthur J. Gallagher & Co. vice president Hudson Scott R reported a routine compensation-related transaction. On March 31, 2026, he exercised 63.651 shares of Phantom Stock, receiving an equivalent number of common shares at a reference price of $215.95 per share.
An equal 63.651 common shares were then withheld in a tax-withholding disposition, so his direct common stock holdings remained broadly stable at about 90,262 shares, plus 411.467 shares held indirectly in a Gallagher 401(k) plan. He also continues to hold multiple non-qualified stock options and notional stock units tied to Gallagher common stock.
Arthur J. Gallagher & Co. vice president Vishal Jain exercised 50.921 phantom stock units into an equal number of common shares and used the same 50.921 shares to satisfy tax obligations. The tax-withholding disposition was recorded at a share price of $215.95.
After these transactions, Jain directly holds 66,740.690 common shares and has an additional 491.113 shares held indirectly through a Gallagher 401(k) plan account. He also retains several non-qualified stock option grants over Gallagher common stock with exercise prices ranging from $86.17 to $337.74 and expirations between 2027 and 2033, plus 5,500.2426 notional stock units payable following separation from service.
Arthur J. Gallagher & Co. vice president William F. Ziebell exercised equity awards and had shares withheld for taxes. On March 31, 2026, he exercised 50.921 shares of phantom stock into the same number of common shares, valued at $215.95 per share for reporting purposes.
The same 50.921 common shares were then used to satisfy tax obligations through a share-withholding transaction. After these moves, he directly held 48,684.8241 common shares and indirectly held 491.139 shares in a Gallagher 401(k) plan account.
He also retained several non-qualified stock option positions on Gallagher common stock, including awards with exercise prices of $86.17, $127.90, $158.56, $177.09, $243.54, and $337.74, plus 6,033.7549 notional stock units that each represent a right to receive one share of common stock.
Arthur J. Gallagher & Co. General Counsel Walter D. Bay exercised 1,415.092 shares of phantom stock into the same number of common shares on March 31, 2026, under the company’s Age 62 Plan. These vested shares were distributed as part of nonqualified deferred compensation.
To cover income and employment taxes on this distribution, 627 common shares were withheld at a reference price of $215.95 per share. After these transactions, Bay directly holds 83,292.092 common shares, plus 491.129 shares indirectly through a Gallagher 401(k) plan account.
He also continues to hold multiple non-qualified stock options, including options over 24,500 shares at $127.90 and 17,630 shares at $86.17, with expirations between 2027 and 2033, as well as 5,828.5456 notional stock units payable after separation from service.
Arthur J. Gallagher & Co. Controller and Chief Accounting Officer Richard C. Cary exercised vested phantom stock under the company’s Age 62 Plan, converting 471.698 shares of phantom stock into the same number of common shares at an exercise price of $0.00 per share.
Those common shares were valued at $215.95 each for reporting purposes, and 139 shares were withheld to cover income and employment taxes, a non-market disposition. After these transactions, he directly holds 50,819.487 common shares, plus multiple non-qualified stock option grants and 1,018.466 notional stock units that each track one share of common stock.
Arthur J. Gallagher & Co. CEO J. Patrick Gallagher Jr. exercised 5,345.903 shares of phantom stock into common stock on March 31, 2026 under the company’s Age 62 nonqualified deferred compensation plan. A portion of the resulting shares (2,369) was withheld at $215.95 per share to cover income and employment taxes, leaving him with 123,961.8365 common shares held directly, plus significant additional indirect and derivative holdings.
Arthur J. Gallagher & Co. — Schedule 13G/A amendment: The Vanguard Group filed an amendment reporting 0 shares beneficially owned and 0% of common stock as of the amendment filing. The filing explains an internal realignment effective January 12, 2026, under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries/business divisions to report separately.
Arthur J. Gallagher & Co. President Thomas Joseph Gallagher reported several bona fide gifts of Common Stock totaling 1,760 shares on 2026-03-23. The gifts include transfers from both his direct holdings and entities associated with his wife as trustee or holder. After these gifts, he continues to hold substantial direct and indirect positions in Gallagher stock, along with multiple non-qualified stock options, phantom stock, and notional stock units tied to Gallagher common shares.