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.
Arthur J. Gallagher & Co. filings document the reporting record of a global insurance brokerage, risk management and consulting services company with common stock listed on the New York Stock Exchange under AJG. Its 8-K filings regularly report operating results and financial condition, including earnings releases, GAAP and non-GAAP measures, supplemental quarterly data and CFO commentary furnished through Regulation FD disclosures.
The company’s SEC filings also cover proxy governance, executive compensation, director elections, board composition and shareholder meeting matters. Material-event reports document investor presentations, board changes, securities registration information and completed acquisition accounting, including acquired-company financial statements and pro forma financial information for the AssuredPartners transaction.
JOHNSON DAVID S reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. director David S. Johnson received a grant of 1,110 shares of Common Stock as a restricted stock unit award. The award carries a price of $0.00 per share and is compensation-related rather than a market purchase.
According to the footnote, the restricted stock units vest on the earlier of one year after the grant date or Johnson’s departure from the Board. After this award, Johnson directly holds a total of 47,150.018 shares of Arthur J. Gallagher & Co. common stock, showing this grant is a relatively small addition to his existing position.
Miskel Christopher C. reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. director Christopher C. Miskel reported an equity compensation grant of 1,110 shares of Common Stock. This award is described as a restricted stock unit grant that vests on the earlier of one year after the grant date or his departure from the Board. Following this grant, he directly holds 10,447.692 shares of the company’s common stock.
NICOLETTI RALPH J reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. director Ralph J. Nicoletti received a grant of 1,110 shares of common stock as a restricted stock unit award. The award vests on the earlier of one year after the grant date or his departure from the Board. Following this grant, he holds 18,414.305 shares directly.
ROSENTHAL NORMAN L reported acquisition or exercise transactions in this Form 4 filing.
Arthur J. Gallagher & Co. director Norman L. Rosenthal received an equity award of 1,110 shares of Common Stock as a grant. The Form 4 shows this as a restricted stock unit award with no cash price per share. After this award, Rosenthal directly holds 43,326.66 shares of Arthur J. Gallagher & Co. common stock. The restricted stock units vest on the earlier of one year after the grant date or his departure from the Board, making this a routine, compensation-related equity grant rather than an open-market purchase.
Arthur J. Gallagher & Co. reported the results of its Annual Meeting of Stockholders held on May 12, 2026. Stockholders elected all nine director nominees to serve until the 2027 annual meeting, with each nominee receiving strong majority support in votes cast.
Stockholders also approved the ratification of Ernst & Young LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2026. In addition, they approved, on a non-binding advisory basis, the company’s named executive officers’ compensation, commonly referred to as Say‑on‑Pay.
Arthur J. Gallagher & Co. reported strong first-quarter 2026 results, with total revenues rising to $4.76 billion from $3.73 billion and net earnings increasing to $823 million from $709 million. Diluted earnings per share grew to $3.16 from $2.72.
Brokerage revenues reached $4.29 billion, while risk management revenues before reimbursements were $428 million, both up double digits. Operating cash flow was a solid $957 million. The company spent $289 million on acquisitions and ended March 31, 2026 with $12.87 billion in net corporate and other debt and $23.80 billion in total stockholders’ equity.
Arthur J. Gallagher & Co. reported strong first quarter 2026 results, with total company revenues before reimbursements of $4.716 billion, up from $3.688 billion a year earlier. Net earnings rose to $823 million, compared with $709 million, and diluted earnings per share increased to $3.16 from $2.72.
For the combined brokerage and risk management segments, management highlighted revenue growth of 28%, driven by both acquisitions and organic expansion. Organic revenue growth was 5% in brokerage and 10% in risk management fees, reflecting strong client retention and a diversified platform.
Adjusted non‑GAAP performance was also higher. Total company adjusted revenues before reimbursements were $4.714 billion versus $3.746 billion, while adjusted EBITDAC reached $1.752 billion compared with $1.435 billion. Adjusted diluted EPS increased to $4.47 from $3.72, marking the 24th consecutive quarter of double‑digit adjusted EBITDAC growth.
Arthur J. Gallagher & Co. reported a 7.49% stake held by Vanguard Capital Management as of 03/31/2026. The filing lists 19,243,850 shares beneficially owned with sole dispositive power over 19,243,850 shares and sole voting power for 2,543,952 shares. The Schedule 13G states these holdings reflect funds and managed accounts under Vanguard Capital Management and certain affiliates.
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.