SEC Form 4 · accession 0000354190-26-000205
Arthur J. Gallagher & Co. · AJG
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
J Patrick Gallagher Jr.
Officer — CEO · Director
Period of report
Sep 8, 2026
Accepted (ET)
Sep 10, 2026 · 6:36 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 | Sep 8, 2026 | G | 49,988 | $0.00 | D | 0 | I | By Corporation |
| Common StockF2 | holding | — | — | — | 5,328 | I | By Spouse's Trust | |
| Common Stock | holding | — | — | — | 128,448 | D | ||
| Common Stock | holding | — | — | — | 244,860 | I | By Irrevocable Trust | |
| Common StockF3 | holding | — | — | — | 302,764 | I | By Spouse | |
| Common StockF4 | holding | — | — | — | 219,955 | I | By Trust | |
| Common Stock | holding | — | — | — | 491 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Notional Stock UnitsF5,F6 | $0.00 | holding | — | — | — | — | — | Common Stock | 153,788 | 153,788 | D |
| Phantom StockF7,F8 | — | holding | — | — | — | — | — | Common Stock | 139,554 | 139,554 | D |
| Non-qualified Stock OptionF9 | $127.90 | holding | — | — | — | — | Mar 16, 2028 | Common Stock | 76,975 | 76,975 | D |
| Non-qualified Stock OptionF9 | $86.17 | holding | — | — | — | — | Mar 12, 2027 | Common Stock | 68,550 | 68,550 | D |
| Non-qualified Stock OptionF10 | $228.20 | holding | — | — | — | — | Mar 1, 2033 | Common Stock | 48,449 | 48,449 | D |
| Non-qualified Stock OptionF9 | $158.56 | holding | — | — | — | — | Mar 15, 2029 | Common Stock | 35,825 | 35,825 | D |
| Non-qualified Stock OptionF9 | $337.74 | holding | — | — | — | — | Mar 1, 2032 | Common Stock | 22,727 | 22,727 | D |
| Non-qualified Stock OptionF11 | $243.54 | holding | — | — | — | — | Mar 1, 2031 | Common Stock | 27,210 | 27,210 | D |
| Non-qualified Stock OptionF12 | $177.09 | holding | — | — | — | — | Mar 15, 2030 | Common Stock | 30,029 | 30,029 | D |
Explanation of responses
- F1This transaction represents a gift for estate planning purposes.
- F10One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
- F11One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
- F12One-third of this stock option becomes exercisable on each of the 3rd, 4th, and 5th anniversaries of the grant date.
- F2Shares held in trust for the benefit of my children of which I am sole Trustee.
- F3Shares held in trusts of which my spouse is sole trustee and as to which I disclaim beneficial ownership.
- F4Held in trust for benefit of children.
- F5Each notional stock unit represents a right to receive one share of Gallagher common stock.
- F6The notional stock units become payable in July 2026 and following the reporting person's separation from service with Gallagher.
- F7Each share of phantom stock represents a right to receive one share of Gallagher common stock.
- F8These 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.
- F9One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.