SEC Form 4 · accession 0000354190-26-000193
Arthur J. Gallagher & Co. · AJG
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Mark H. Bloom
Officer — Vice President
Period of report
Aug 16, 2026
Accepted (ET)
Aug 18, 2026 · 7:06 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0000354190
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock | Aug 16, 2026 | M | 1,280 | $0.00 | A | 5,023 | D | |
| Common Stock | Aug 16, 2026 | F | 607 | $251.21 | D | 4,417 | D | |
| Common Stock | holding | — | — | — | 193 | I | Gallagher 401(k) plan account |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Phantom StockF1,F2 | — | Aug 16, 2026 | M | 1,280 | D | — | — | Common Stock | 1,280 | 6,017 | D |
| Non-qualified Stock OptionF3 | $228.20 | holding | — | — | — | — | Mar 1, 2033 | Common Stock | 13,331 | 13,331 | D |
| Non-qualified Stock OptionF4,F5 | $337.74 | holding | — | — | — | — | Mar 1, 2032 | Common Stock | 6,887 | 6,887 | D |
| Non-qualified Stock OptionF6 | $243.54 | holding | — | — | — | — | Mar 1, 2031 | Common Stock | 5,777 | 5,777 | D |
| Non-qualified Stock OptionF5,F7 | $158.56 | holding | — | — | — | — | Mar 15, 2029 | Common Stock | 4,900 | 4,900 | D |
| Non-qualified Stock OptionF8 | $177.09 | holding | — | — | — | — | Mar 15, 2030 | Common Stock | 4,673 | 4,673 | D |
| Notional Stock UnitsF9,F10 | — | holding | — | — | — | — | — | Common Stock | 962 | 962 | D |
Explanation of responses
- F1Each share of phantom stock represents a right to receive one share of Gallagher common stock.
- F10The notional stock units become payable in July 2026 and following the reporting person's separation from service with Gallagher.
- F2These shares represent awards under the Age 62 Plan, a nonqualified deferred compensation plan of the Company, which have been deemed invested in Company common stock at the election of the reporting person. Participants vest in these awards when they attain age 62, or after a one-year period for participants who have attained age 61.
- F3One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
- F4Closing price of Gallagher common stock on February 28, 2025.
- F5One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
- F6One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
- F7Grant date of 3/15/2022.
- F8One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
- F9Each notional stock unit represents a right to receive one share of Gallagher common stock.
Remarks
The transactions in this report relate solely to the withholding of shares to cover applicable income and employment taxes with respect to the distribution of an award under the Age 62 Plan.