STOCK TITAN

Family trusts for Arthur J. Gallagher (NYSE: AJG) COO report stock gifts, holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Arthur J. Gallagher & Co. Chief Operating Officer Patrick Murphy Gallagher reported several indirect transactions in company common stock on March 3, 2026. Trusts associated with him filed bona fide gifts of 150 shares from an irrevocable trust, 600 shares from a trust, and 150 shares from a spouse’s trust, all at a reported price of $0.0000 per share, indicating non-cash gifts.

Footnotes explain that some shares are held in trusts for the benefit of his children and in revocable and irrevocable trusts where his spouse is sole trustee and he disclaims beneficial ownership. After these transactions, reported holdings include 55,109 shares in an irrevocable trust, 21,032 shares in a trust, 53,262 shares in a spouse’s trust, 10,560 shares held by his spouse as trustee, 491.1360 shares in a 401(k) plan account, 83,407.2500 shares in a trust, and 36,442.6637 shares held directly.

Positive

  • None.

Negative

  • None.
Insider Gallagher Patrick Murphy
Role Chief Operating Officer
Type Security Shares Price Value
Gift Common Stock 150 $0.00 --
Gift Common Stock 600 $0.00 --
Gift Common Stock 150 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 55,109 shares (Indirect, By Irrevocable Trust); Common Stock — 36,442.664 shares (Direct)
Footnotes (1)
  1. Shares held in trust for the benefit of the reporting person's children, of which he is a trustee. 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 Shares held in trusts, for the benefit of the reporting person's children, of which his wife is sole trustee.
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Learn about SEC filing dates
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Gallagher Patrick Murphy

(Last) (First) (Middle)
2850 GOLF ROAD

(Street)
ROLLING MEADOWS IL 60008

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Arthur J. Gallagher & Co. [ AJG ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Operating Officer
3. Date of Earliest Transaction (Month/Day/Year)
03/03/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 03/03/2026 G 150 A $0 55,109 I By Irrevocable Trust
Common Stock 03/03/2026 G 600 A $0 21,032 I By Trust(1)
Common Stock 03/03/2026 G 150 A $0 53,262 I By Spouse's Trust(2)
Common Stock 10,560 I By Spouse as Trustee(3)
Common Stock 36,442.6637 D
Common Stock 491.136 I Gallagher 401(k) plan account
Common Stock 83,407.25 I By Trust
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares held in trust for the benefit of the reporting person's children, of which he is a trustee.
2. 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
3. Shares held in trusts, for the benefit of the reporting person's children, of which his wife is sole trustee.
/s/ Monica Norzagaray, by power of attorney 03/05/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transactions did Arthur J. Gallagher (AJG) report for Patrick Murphy Gallagher?

Patrick Murphy Gallagher reported indirect transactions in Arthur J. Gallagher & Co. common stock. Several family-related trusts made bona fide gifts totaling multiple blocks of shares, and updated trust, plan, and direct holdings were disclosed as of March 3, 2026, without any open-market buying or selling.

What are Patrick Murphy Gallagher’s reported direct Arthur J. Gallagher (AJG) holdings?

As of March 3, 2026, Patrick Murphy Gallagher is reported as directly holding 36,442.6637 shares of Arthur J. Gallagher & Co. common stock. This direct position is separate from multiple indirect holdings in family trusts and a 401(k) plan account that are disclosed in the same Form 4.

Does Patrick Murphy Gallagher disclaim beneficial ownership of any Arthur J. Gallagher (AJG) shares?

Yes. A footnote states certain shares are held in a revocable trust and an irrevocable trust where his spouse is sole trustee and he disclaims beneficial ownership. Other shares are held in trusts for his children with him or his spouse acting as trustee, reflecting indirect ownership structures.

Were the reported Arthur J. Gallagher (AJG) insider transactions market sales or purchases?

The reported transactions are coded as bona fide gifts, not open-market sales or purchases. The per-share transaction price is listed as $0.0000, and the filing describes them as gift transfers from various family-related trusts rather than discretionary trading in the public market.