J. Patrick Gallagher Jr - Mar 31, 2025 Form 4 Insider Report for Arthur J. Gallagher & Co. (AJG)

Role
CEO, Director
Signature
/s/ Ryan Session, by power of attorney
Stock symbol
AJG
Transactions as of
Mar 31, 2025
Transactions value $
-$1,078,816
Form type
4
Date filed
4/2/2025, 09:47 PM
Previous filing
Mar 18, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AJG Common Stock Options Exercise $0 +7.05K +6.09% $0.00 123K Mar 31, 2025 Direct
transaction AJG Common Stock Tax liability -$1.08M -3.12K -2.54% $345.24 120K Mar 31, 2025 Direct
holding AJG Common Stock 5.33K Mar 31, 2025 By Spouse's Trust F1
holding AJG Common Stock 256K Mar 31, 2025 By Corporation
holding AJG Common Stock 66.7K Mar 31, 2025 By Irrevocable Trust
holding AJG Common Stock 272K Mar 31, 2025 By Spouse F2
holding AJG Common Stock 219K Mar 31, 2025 By Trust F3
holding AJG Common Stock 419 Mar 31, 2025 Gallagher 401(k) plan account

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction AJG Phantom Stock Options Exercise $0 -7.05K -4.96% $0.00 135K Mar 31, 2025 Common Stock 7.05K Direct F4, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares held in trust for the benefit of my children of which I am sole Trustee.
F2 Shares held in revocable trust of which my spouse is sole Trustee and as to which I disclaim beneficial ownership.
F3 Held in trust for benefit of children.
F4 Each share of phantom stock represents a right to receive one share of Gallagher common stock.
F5 These 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.

Remarks:

This filing reports the distribution, following administrative processing after vesting, of Gallagher common stock in the Age 62 Plan and the withholding of shares to cover applicable taxes.