Arthur J. Gallagher & Co. CEO Discloses Estate Planning Gift of 49,988 Shares
Arthur J. Gallagher & Co.
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Filing Summary
### Insider Transaction: Arthur J. Gallagher & Co. (NYSE: AJG)
- **Insider:** J. Patrick Gallagher Jr. (CEO & Director)
- **Transaction Type:** Gift (Disposition - Code G)
- **Date:** September 8, 2026
- **Shares Gifted:** 49,988 shares
- **Price:** $0.00 (Total Value: $0.00)
- **Ownership Nature:** Indirect (By Corporation)
- **Remaining Indirect Shares (By Corp):** 0
- **Significance:** Low (Estate planning gift)
Comprehensive Analysis
Executive Summary
On September 10, 2026, Arthur J. Gallagher & Co. (NYSE: AJG) filed a Form 4 disclosing a bona fide gift of shares by Chairman and CEO J. Patrick Gallagher Jr. On September 8, 2026, 49,988 shares of common stock held indirectly via a corporation were gifted at $0.00 for estate planning purposes.
Transaction Details
- Security: Common Stock
- Filing Person: J. Patrick Gallagher Jr., CEO and Director
- Transaction Code: G (Bona fide gift)
- Shares Gifted: 49,988
- Transaction Price: $0.00
- Account Ownership: Indirect (By Corporation)
- Post-Transaction Holdings: The indirect corporate holding was reduced from 49,988 to 0 shares.
Total Direct and Indirect Holdings Post-Transaction
Following the transaction, J. Patrick Gallagher Jr. retains substantial direct and indirect beneficial ownership across multiple accounts:
- Direct Ownership: 128,447.9697 shares
- By Irrevocable Trust: 244,860 shares
- By Trust (for children): 219,955 shares
- By Spouse: 302,764 shares
- By Spouse's Trust: 5,328 shares
- 401(k) Plan Account: 491.142 shares
- Derivative Holdings: Significant positions in Notional Stock Units (153,788.107), Phantom Stock (139,553.727), and various Non-qualified Stock Options.
Market and Trading Assessment
Because the transaction represents an ordinary-course disposition by gift for estate planning purposes with no market open-market sale proceeds, it carries low trading significance.
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Important Disclaimer
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