Form 4 for AJG Arthur J. Gallagher & Co.
Accepted 2024-03-19 00:00:00 ET · period of report 2024-03-16 · accession 0001127602-24-010719 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2024-03-19 | 2024-03-16 | AJG | Cavaness Joel D | VP | M - OptEx | $0.00 | 0 | 162.3K | New | $0 |
| DI | 2024-03-19 | 2024-03-18 | AJG | Cavaness Joel D | VP | S - Sale+OE | $255.20 | -1,207 | 2,023 | -37% | -$308.0K |
| DMI | 2024-03-19 | 2024-03-18 | AJG | Cavaness Joel D | VP | M - OptEx | $98.14 | +1,207 | 3,230 | +60% | +$118.5K |
| D | 2024-03-19 | 2024-03-16 | AJG | Cavaness Joel D | VP | A - Grant | $0.00 | +7,178 | 7,178 | New | $0 |
| D | 2024-03-19 | 2024-03-16 | AJG | Cavaness Joel D | VP | F - Tax | $253.17 | -2,572 | 159.7K | -2% | -$651.2K |
| DM | 2024-03-19 | 2024-03-18 | AJG | Cavaness Joel D | VP | M - OptEx | $0.00 | -1,207 | 20.5K | -6% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock (restricted) | 2024-03-16 | M | D | 7,178 | $0.00 | 0 | D By Spouse | — | — | |
| 2 | Common | Common Stock | 2024-03-16 | M | A | 7,178 | $0.00 | 162,286 | D By Spouse | — | — | |
| 3 | Common | Common Stock | 2024-03-18 | S | D | 1,207 | $255.20 | 2,022.63 | I | — | — | (F2) The price reported is an average weighted price. The shares were sold in multiple transactions at prices ranging from $255.14 to $255.24. The reporting person will provide to the Securities and Exchange Commission staff, the issuer, or any security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| 4 | Common | Common Stock | 2024-03-18 | M | A | 366 | $79.59 | 2,388.63 | I | — | — | |
| 5 | Common | Common Stock | 2024-03-18 | M | A | 437 | $86.17 | 2,825.63 | I | — | — | |
| 6 | Common | Common Stock | 2024-03-18 | M | A | 404 | $127.90 | 3,229.63 | I | — | — | |
| 7 | Common | Common Stock (restricted) | 2024-03-16 | A | A | 7,178 | $0.00 | 7,178 | D By Spouse | — | — | (F1) Performance share units (awarded on March 16, 2021) earned and vested as of March 16, 2024. |
| 8 | Common | Common Stock | 2024-03-16 | F | D | 2,572 | $253.17 | 159,714 | D By Spouse | — | — | |
| 9 | Derivative | Non-qualified Stock Option | 2024-03-18 | M | D | 366 | $0.00 | 17,250 | D | $79.59 · — to 2026-03-14 | 366 Common Stock | (F3) One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| 10 | Derivative | Non-qualified Stock Option | 2024-03-18 | M | D | 437 | $0.00 | 19,596 | D | $86.17 · — to 2027-03-12 | 437 Common Stock | (F3) One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| 11 | Derivative | Non-qualified Stock Option | 2024-03-18 | M | D | 404 | $0.00 | 20,541 | D | $127.90 · — to 2028-03-16 | 404 Common Stock | (F3) One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |