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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.
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.