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. 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.
Arthur J. Gallagher & Co. vice president Christopher E. Mead reported an option exercise and share sale. On March 5, 2026 he exercised 4,000 non-qualified stock options, acquiring 4,000 common shares at $79.59 per share, then sold 4,000 common shares in open-market transactions at a weighted-average price of $227.118 per share, with individual trades ranging from $227.050 to $227.580. After these transactions, he directly owned 19,305.7322 common shares and also held additional interests through phantom stock, notional stock units and multiple non-qualified stock option awards, plus 491.098 common shares indirectly through a Gallagher 401(k) plan account.
Arthur J. Gallagher & Co. vice president Michael Robert Pesch exercised 6,750 non-qualified stock options, receiving the same number of common shares at a price of $79.59 per share. A separate transaction shows 3,733 common shares were surrendered at $228.835 per share to cover the option exercise price and related tax obligations, as described in a footnote.
After these transactions, Pesch directly owned 44,865.6557 common shares, along with various outstanding stock options and deferred equity interests. Footnotes explain that phantom stock and notional stock units each represent rights to receive one share of Gallagher common stock, with certain units vesting under an age-based deferred compensation plan and portions scheduled for payment in July of 2025, 2026, 2027, and 2028 and following separation from service.