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.
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.
Arthur J. Gallagher & Co. Chief Operating Officer Patrick Murphy Gallagher reported small, non-market gifts and deferred compensation moves rather than open-market trades. He made two bona fide gifts totaling 1,408 shares of common stock, split between his direct holdings and shares held by his spouse as trustee, at no sale price. He also executed a discretionary transaction moving $310,357.10 of assets in a company supplemental savings plan into an investment option tied to Gallagher common stock, creating 1,444.731 notional stock units at $214.82 each, with 2,351.803 units shown as of that date. The notional and phantom stock units and multiple non-qualified stock option grants, with expirations running through 2033, represent compensation and long-term incentives payable or exercisable in the future, while he continues to hold meaningful direct and indirect common stock positions through personal accounts, a 401(k) plan and various family trusts.
Arthur J. Gallagher & Co. filed its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, describing business operations, risks, and strategy.
The report states a market capitalization of $67 billion at December 31, 2025, an aggregate market value of voting common equity of $71,117 million as of June 30, 2025, and 257.1 million shares outstanding as of January 31, 2026. It reports that brokerage and risk management segments contributed approximately 87% and 13%, respectively, to 2025 revenues and that Gallagher completed multiple acquisitions in 2025 including Woodruff Sawyer and AssuredPartners.