Welcome to our dedicated page for Arthur J. Gallagher & 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.
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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.
Arthur J. Gallagher & Co. is soliciting proxies for its 2026 virtual annual meeting, where stockholders will elect 9 directors, ratify Ernst & Young LLP as auditor, and cast an advisory vote on executive pay.
The company highlights a strong 2025, with combined brokerage and risk management adjusted revenue up 20.7% to $13.7 billion, adjusted EBITDAC up 25.7% to $4.8 billion, and 6% organic revenue growth in each segment. Gallagher completed 33 acquisitions representing $3.6 billion of estimated acquired annualized revenue, including AssuredPartners, described as the largest deal in both company and insurance brokerage industry history.
The proxy details board composition, committee structures, sustainability and AI risk oversight, executive and director compensation (including majority performance-based incentives and robust stock ownership guidelines), related-person employment relationships, and equity compensation plans. The board recommends voting FOR all proposals.
Arthur J. Gallagher & Co. Vice President William F. Ziebell reported compensation-related equity activity on March 15, 2026. He received a grant of 6,930 restricted common shares, earned from performance share units awarded in 2023. These units were converted into common stock, and 2,321 shares were withheld at $207.93 per share to cover tax obligations, leaving 48,684.8241 common shares held directly. The filing notes it was submitted one day late due to a technical issue and shows substantial remaining phantom stock and non-qualified stock options linked to Gallagher common shares.
Arthur J. Gallagher & Co. vice president Michael Robert Pesch reported a tax-related share disposition. On March 16, 2026, 525 shares of common stock were withheld at $207.93 per share to cover tax obligations from vested restricted stock units, rather than sold on the open market.
After this withholding, he directly holds 44,379.2717 common shares, along with indirect holdings of common stock by a child, a spouse’s irrevocable trust, and a Gallagher 401(k) plan account. He also retains phantom stock, notional stock units, and multiple non-qualified stock options on Gallagher common stock with various exercise prices and expirations.