STOCK TITAN

Arthur J. Gallagher (NYSE: AJG) CEO equity award vests; shares withheld for taxes

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

Rhea-AI Filing Summary

Arthur J. Gallagher & Co. CEO J. Patrick Gallagher Jr. reported equity compensation activity involving 45,048 shares of common stock on 2026-03-15. Performance share units awarded on 2023-03-15 were earned and vested, converting into common shares.

Of these shares, 19,168 were withheld at $207.93 per share to cover tax obligations, a non-market disposition, leaving 120,984.9335 common shares held directly. He also maintains additional indirect holdings through various trusts, a corporation, his spouse, and a 401(k) plan, along with substantial notional stock units, phantom stock, and stock options.

Positive

  • None.

Negative

  • None.
Insider GALLAGHER J PATRICK JR
Role CEO
Type Security Shares Price Value
Grant/Award Common Stock (restricted) 45,048 $0.00 --
Exercise Common Stock (restricted) 45,048 $0.00 --
Exercise Common Stock 45,048 $0.00 --
Tax Withholding Common Stock 19,168 $207.93 $3.99M
holding Notional Stock Units -- -- --
holding Phantom Stock -- -- --
holding Non-qualified Stock Option -- -- --
holding Non-qualified Stock Option -- -- --
holding Non-qualified Stock Option -- -- --
holding Non-qualified Stock Option -- -- --
holding Non-qualified Stock Option -- -- --
holding Non-qualified Stock Option -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock (restricted) — 45,048 shares (Direct); Common Stock — 140,152.934 shares (Direct); Notional Stock Units — 153,788.107 shares (Direct); Phantom Stock — 143,990.15 shares (Direct); Non-qualified Stock Option — 76,975 shares (Direct); Common Stock — 5,328 shares (Indirect, By Spouse's Trust)
Footnotes (1)
  1. Performance share units (awarded on March 15, 2023) earned and vested as of March 15, 2026. Shares held in trust for the benefit of my children of which I am sole Trustee. Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership. Held in trust for benefit of children. Each notional stock unit represents a right to receive one share of Gallagher common stock. The notional stock units become payable following the reporting person's separation from service with Gallagher. Each share of phantom stock represents a right to receive one share of Gallagher common stock. 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. One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
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 J PATRICK JR

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

(Street)
ROLLING MEADOWS IL 60008-4002

(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)
X Director 10% Owner
X Officer (give title below) Other (specify below)
CEO
3. Date of Earliest Transaction (Month/Day/Year)
03/15/2026
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 (restricted) 03/15/2026 A 45,048(1) A $0 45,048 D
Common Stock (restricted) 03/15/2026 M 45,048 D $0 0 D
Common Stock 03/15/2026 M 45,048 A $0 140,152.9335 D
Common Stock 03/15/2026 F 19,168 D $207.93 120,984.9335 D
Common Stock 5,328 I By Spouse's Trust(2)
Common Stock 255,965 I By Corporation
Common Stock 66,703 I By Irrevocable Trust
Common Stock 270,175 I By Spouse(3)
Common Stock 219,955 I By Trust(4)
Common Stock 491.142 I Gallagher 401(k) plan account
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
Notional Stock Units $0(5) (6) (6) Common Stock 153,788.107 153,788.107 D
Phantom Stock (7) (8) (8) Common Stock 143,990.15 143,990.15 D
Non-qualified Stock Option $127.9 (9) 03/16/2028 Common Stock 76,975 76,975 D
Non-qualified Stock Option $228.2 (10) 03/01/2033 Common Stock 48,449 48,449 D
Non-qualified Stock Option $158.56 (9) 03/15/2029 Common Stock 35,825 35,825 D
Non-qualified Stock Option $177.09 (11) 03/15/2030 Common Stock 30,029 30,029 D
Non-qualified Stock Option $243.54 (12) 03/01/2031 Common Stock 27,210 27,210 D
Non-qualified Stock Option $337.74 (9) 03/01/2032 Common Stock 22,727 22,727 D
Explanation of Responses:
1. Performance share units (awarded on March 15, 2023) earned and vested as of March 15, 2026.
2. Shares held in trust for the benefit of my children of which I am sole Trustee.
3. Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership.
4. Held in trust for benefit of children.
5. Each notional stock unit represents a right to receive one share of Gallagher common stock.
6. The notional stock units become payable following the reporting person's separation from service with Gallagher.
7. Each share of phantom stock represents a right to receive one share of Gallagher common stock.
8. 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.
9. One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
10. One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
11. One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
12. One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
/s/ Monica Norzagaray, by power of attorney 03/17/2026
** 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 did Arthur J. Gallagher (AJG) CEO J. Patrick Gallagher Jr. report in this Form 4?

He reported that 45,048 performance share units earned on prior awards vested into common stock. A portion of these shares was then withheld to satisfy tax obligations, while the remaining shares increased his direct equity ownership in Arthur J. Gallagher & Co.

How many Arthur J. Gallagher (AJG) shares were granted or vested for the CEO?

The filing shows 45,048 shares of common stock related to performance share units that were earned and vested. These shares reflect previously granted long-term incentives that reached performance and time-based vesting conditions, rather than a new open-market purchase of Arthur J. Gallagher stock.

How many Arthur J. Gallagher (AJG) shares were used for tax withholding in this filing?

The company withheld 19,168 shares of common stock at $207.93 per share to cover tax liabilities. This tax-withholding disposition is not an open-market sale and is a standard mechanism associated with the vesting of equity-based compensation awards for executives.

What are the CEO’s direct Arthur J. Gallagher (AJG) common stock holdings after these transactions?

After the vesting and tax withholding, the CEO directly holds 120,984.9335 shares of Arthur J. Gallagher common stock. This reflects his post-transaction direct position and excludes additional indirect holdings held via trusts, a corporation, a spouse, and a 401(k) plan account.

What derivative or deferred equity awards does the Arthur J. Gallagher (AJG) CEO still hold?

He retains notional stock units tied to 153,788.1070 underlying shares and phantom stock tied to 143,990.1500 shares, plus several non-qualified stock option grants. These options have exercise prices between $127.90 and $337.74 and expirations ranging from 2028 to 2033.

Are there any indirect Arthur J. Gallagher (AJG) share holdings disclosed for the CEO?

Yes. The Form 4 lists indirect holdings through a spouse’s trust, other trusts for children, a corporation, his spouse, and a Gallagher 401(k) plan account. In at least one case, he disclaims beneficial ownership where his spouse serves as sole trustee of a revocable trust.