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.
This page provides access to U.S. Securities and Exchange Commission filings for Arthur J. Gallagher & Co. (NYSE: AJG), a global insurance brokerage, risk management and consulting services firm headquartered in Rolling Meadows, Illinois. Through these filings, investors can review how Gallagher reports on its insurance brokerage, risk management and consulting operations, as well as its capital markets activity and acquisition strategy.
Arthur J. Gallagher & Co. files current reports on Form 8‑K to disclose material events. Recent 8‑K filings include announcements of quarterly financial results, where the company provides segment data for its Brokerage and Risk Management businesses, along with adjusted non‑GAAP measures and reconciliations. Other 8‑K filings describe investor meetings and webcasts, noting when updated “CFO Commentary” and “Supplemental Quarterly Data” are made available.
Filings also document acquisition activity. An 8‑K dated August 18, 2025, details the completion of the acquisition of Dolphin Topco, Inc. from The AssuredPartners Group LP, including the aggregate cash purchase price and the use of equity and debt financing transactions to fund the deal. A related 8‑K/A filing provides audited and unaudited financial statements of the acquired business and pro forma condensed combined financial information for Arthur J. Gallagher & Co., giving readers insight into the impact of this transaction on the company’s financial statements.
On this SEC filings page, users can review forms such as Form 8‑K and 8‑K/A, and, when available, annual reports on Form 10‑K, quarterly reports on Form 10‑Q and other disclosures that outline Gallagher’s financial condition, segment performance and risk factors. These documents also confirm the company’s listing on the New York Stock Exchange under the symbol AJG and its registration under Section 12(b) of the Securities Exchange Act of 1934.
Stock Titan enhances access to these filings with AI‑powered summaries and highlights. Instead of reading full‑length documents line by line, users can rely on AI to surface key points from earnings releases, acquisition disclosures, pro forma financial information and other regulatory content. Real‑time updates from EDGAR help ensure that new filings, including any future Forms 10‑K, 10‑Q or Form 4 insider transaction reports, appear promptly, while AI explanations aim to make Gallagher’s complex financial and regulatory information more approachable for a broad range of investors.
Arthur J. Gallagher & Co.’s VP & Chief Financial Officer Douglas K. Howell reported compensation-related equity activity, primarily option exercises and vested performance units. On March 13, 2026, he exercised 14,100 non-qualified stock options at an exercise price of $79.5900 per share, receiving the same number of common shares. The company withheld 8,638 common shares at $207.9300 per share to cover tax obligations, leaving him with 101,492.7558 common shares held directly.
On March 15, 2026, performance share units awarded on March 15, 2023 vested, resulting in 9,082 restricted shares converting into common stock. In connection with this vesting, 3,865 common shares at $207.9300 per share were delivered to satisfy tax liabilities, and Howell’s direct common stock holdings increased to 106,709.7558 shares. The filing also shows substantial remaining notional stock units and non-qualified stock options on Gallagher common stock, with exercise prices ranging from $86.1700 to $337.7400 per share and expirations between 2027 and 2033. Certain indirect holdings, including shares held by a spouse or in a Gallagher 401(k) plan account, are reported separately, and one footnote states that Howell has no voting or investment power over specified shares and disclaims beneficial ownership.
Arthur J. Gallagher & Co. President Thomas J. Gallagher reported equity compensation activity rather than open-market trading. On March 15, 2026, he received 9,560 shares of restricted common stock as performance share units earned and vested from a March 15, 2023 award.
Those vested units were converted into 9,560 shares of common stock, and 4,068 shares of common stock were withheld at $207.93 per share to cover tax obligations. After these entries, he directly holds 324,183.08 shares of common stock, along with various stock options, phantom stock and notional stock units tied to Gallagher common stock.
The filing also lists additional indirect holdings through a grantor retained annuity trust, an irrevocable trust for his children, his wife (including as trustee), and a 401(k) plan account, with the report stating that he disclaims beneficial ownership of certain trust shares.
Arthur J. Gallagher & Co. Chief Operating Officer Patrick Murphy Gallagher reported equity compensation activity and related tax withholding. On March 15, 2026, he received a grant of 4,620 shares of restricted common stock, which then converted into the same number of common shares through a derivative exercise entry.
To cover tax obligations tied to the vesting, a total of 2,487 common shares was disposed of via share withholding at $207.93 per share, reported on March 15 and 16, 2026, rather than through open‑market sales. After these transactions, he directly holds 38,575.6637 common shares and also has various stock options, phantom stock, and notional stock units, along with additional indirect holdings in family and retirement‑related accounts and trusts.
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.
Arthur J. Gallagher & Co. Controller and Chief Accounting Officer Richard C. Cary reported a small, routine tax-related share disposition. On 2026-03-15, 181 shares of Common Stock were withheld at $207.93 per share to cover tax obligations tied to the vesting of restricted stock units, rather than an open-market sale. Following this withholding, he directly holds 50,486.789 shares of common stock, plus 418.699 shares held indirectly through a Gallagher 401(k) plan account.
He also retains several equity-based awards. These include non-qualified stock options over 2,349, 2,265, 1,572 and 1,219 underlying common shares with exercise prices of $127.90, $158.56, $177.09 and $86.17, expiring between 2027-03-12 and 2030-03-15. In addition, he holds 1,018.466 notional stock units and 630.812 phantom stock units, each representing the right to receive one share of Gallagher common stock under deferred compensation arrangements.
Arthur J. Gallagher & Co. Vice President Mark H. Bloom reported compensation-related equity activity on March 15, 2026. He received 3,506 shares of restricted common stock tied to performance share units that were earned and vested as of that date. These units were converted into common stock, increasing his direct holdings before tax. To cover tax obligations, 793 common shares were withheld at a price of $207.93 per share, leaving him with 3,743 common shares held directly, plus additional indirect holdings through a Gallagher 401(k) plan account.
Bloom also continues to hold several non-qualified stock options on Gallagher common stock, including grants with exercise prices such as $228.20, $337.74, $243.54, $158.56, and $177.09 per share, expiring between 2029 and 2033. He holds phantom stock and notional stock units, each representing the right to receive one share of Gallagher common stock in the future under company plans. The transactions reflect routine vesting, option mechanics, and tax withholding rather than open-market buying or selling.
Arthur J. Gallagher & Co.’s General Counsel Walter D. Bay reported equity compensation activity. On March 15, 2026, 7,090 performance-based restricted shares of common stock were awarded and vested, then converted into common stock. Of these, 2,411 shares were surrendered at $207.93 per share to cover tax obligations, a non-market disposition. Following these transactions, Bay directly holds 75,414 shares of common stock and also has 491.129 shares indirectly through a Gallagher 401(k) plan account. He retains several non-qualified stock options and stock-based units with exercise prices ranging from $86.17 to $337.74 and expirations between 2027 and 2033, providing additional potential future equity exposure.
Arthur J. Gallagher & Co. filed an update about its investor meeting held on March 17, 2026. The company previously announced this event and made a live webcast and presentation materials available through its investor relations website.
The presentation includes an updated CFO Commentary with estimates for 2026 results and net after-tax cash flows from clean energy investments in 2026 and future years, along with cautionary language about forward-looking statements. This filing mainly directs investors to those materials rather than providing detailed financial figures itself.
Arthur J. Gallagher & Co. reported that director Sherry Barrat has decided to retire from its Board of Directors. Her retirement will become effective on May 12, 2026, at the conclusion of the 2026 Annual Meeting of Stockholders, and she will not stand for reelection.
The company states that Ms. Barrat’s decision is not related to any disagreement regarding operations, policies or practices. After her retirement, the size of the Board will be reduced from ten to nine members, reflecting her departure without naming a replacement in this report.
Arthur J. Gallagher & Co. vice president Vishal Jain exercised 8,450 non-qualified stock options on common stock at an exercise price of $79.59 per share. The exercise delivered 8,450 common shares, increasing his direct holdings to 67,311.69 shares before related tax handling.
Of these, 4,326 shares of common stock were withheld at $219.195 per share to cover applicable tax obligations and the exercise price for expiring options, leaving Jain with 62,985.69 directly held shares. He also continues to hold phantom stock and multiple non-qualified stock option grants and notional stock units that are each tied to Gallagher common stock.