Welcome to our dedicated page for Arthur J. Gallagher & 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Arthur J. Gallagher & Co.'s stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Arthur J. Gallagher & Co.'s regulatory disclosures and financial reporting.
Arthur J. Gallagher & Co. reported that Vice President Mark H. Bloom acquired a grant of 13,331 non-qualified stock options on March 1, 2026. The Form 4 labels this as a grant or award acquisition, with a reported price of $0.00 per option.
According to the footnote, one-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date, creating a multi-year vesting schedule tied to the original award.
Arthur J. Gallagher & Co. General Counsel Walter D. Bay received a grant of 16,952 non-qualified stock options. These options were awarded at an exercise price of $0.00 per share, reflecting a compensatory grant rather than an open-market purchase.
According to the vesting terms, one-third of the options becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. This structure ties the award to longer-term service and alignment with the company’s future performance.
Arthur J. Gallagher & Co. Chief Operating Officer Patrick Murphy Gallagher reported equity compensation activity. On March 3, 2026, he exercised 5,000 non-qualified stock options, acquiring 5,000 common shares at an exercise price of $79.59 per share. After this exercise, his directly held common stock position is 36,442.6637 shares.
On March 1, 2026, he also received a grant of 17,775 non-qualified stock options. The filing notes additional interests through phantom stock and nonqualified deferred compensation plans that are deemed invested in company stock, as well as shares held in various family and children’s trusts where some beneficial ownership is disclaimed.
Arthur J. Gallagher & Co. President Thomas Joseph Gallagher reported several equity-related transactions. He received a grant of 22,219 non-qualified stock options at an exercise price of $228.20 per share, with one-third becoming exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date. He also exercised 28,200 non-qualified stock options at $75.59 per share, acquiring the same number of common shares. To cover the exercise price and required tax withholdings, 17,555 common shares were withheld by the company as a tax-withholding disposition. Following these transactions, he continues to hold substantial common stock directly and indirectly through his wife, various trusts, and a 401(k) plan, some of which he formally disclaims beneficial ownership. He also holds 11,110.1805 notional stock units, each representing a right to receive one share of common stock, with portions payable in shares in July of 2025 and 2026 and after separation from service.
Arthur J. Gallagher & Co. director David S. Johnson acquired additional equity through deferred compensation. On this Form 4, he received 213.628 shares of common stock at $228.20 per share, resulting from a prior election to defer his annual cash retainer into deferred share units. Following this award, he directly holds 46,037.630 shares of common stock.
Arthur J. Gallagher & Co. director Christopher C. Miskel acquired 175.285 shares of common stock on an award basis valued at $228.20 per share. After this grant, he beneficially owns 9,308.109 common shares. The acquisition stems from his prior election to defer his annual cash retainer into deferred share units under the company’s Director Deferral Plan, which are paid quarterly and ultimately settled in common stock.
Arthur J. Gallagher & Co. outlines its global insurance brokerage, reinsurance and risk management operations in its annual report for the year ended December 31, 2025. Brokerage generated about 87% of 2025 revenues and risk management 13%, with roughly 67% of combined segment revenue from the U.S.
The company reports a market capitalization of approximately $67 billion at December 31, 2025 and about 257.1 million common shares outstanding as of January 31, 2026. It has completed roughly 780 acquisitions since 2002, including larger 2025 deals for Woodruff Sawyer and AssuredPartners.
AJG highlights extensive risk factors, including global economic and geopolitical volatility, integration risks from acquisitions, technology and AI-related risks, cybersecurity, sustainability and climate disclosure pressures, regulatory complexity across jurisdictions, tax law changes, competition from traditional and Insurtech rivals, and potential earnings pressure from premium cycles, contingent commissions and rising compensation and benefits costs.
Capital World Investors has filed a Schedule 13G reporting a significant ownership position in Arthur J. Gallagher & Co. common stock. It is deemed the beneficial owner of 12,951,790 shares, representing 5.0% of the 256,800,000 shares believed to be outstanding as of 12/31/2025.
The filing shows sole voting power over 12,752,906 shares and sole dispositive power over 12,951,790 shares, with no shared voting or dispositive power. The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the company.
Arthur J. Gallagher & Co. VP & Chief Financial Officer Douglas K. Howell reported a discretionary acquisition of 12,892.211 notional stock units tied to Gallagher common stock on February 10, 2026. These units were acquired by moving assets within the company’s Supplemental Savings and Thrift Plan into the Gallagher stock investment option.
Each notional stock unit represents a right to receive one share of common stock, with portions payable in shares in July 2026, 2028 and 2029 and after his separation from service. Following this transaction, Howell held 191,318.0546 notional stock units directly.