Form 4: Arthur J. Gallagher & Co. Executive J Patrick Gallagher Jr. Reports Stock Transactions

Sentiment:

SEC Form 4 Filing


J Patrick Gallagher Jr., President & CEO of Arthur J. Gallagher & Co., reports the distribution and withholding of shares related to an Age 62 Plan award.

Delay expectedThe filing reports the distribution of shares, and the withholding of shares for taxes, in connection with an Age 62 Plan award that vested earlier in the year during a quarterly trading blackout period.

Summary

  • On May 2, 2024, J Patrick Gallagher Jr., President & CEO of Arthur J. Gallagher & Co., engaged in transactions involving common stock and phantom stock.
  • These transactions included the distribution of 11,719.966 shares of common stock and the withholding of 4,916.966 shares for taxes related to an Age 62 Plan award.
  • Following these transactions, Gallagher directly owns 170,799.1857 shares of common stock.
  • Gallagher also has indirect ownership through various trusts, a corporation, and a 401(k) plan.
  • Additionally, Gallagher directly owns 135,457.196 shares of phantom stock.

Sentiment

Score: 5

Explanation: The document is a neutral regulatory filing detailing stock transactions. It doesn't inherently convey positive or negative sentiment.

Industry Context

This filing is a routine disclosure of stock transactions by a company executive, as required by the SEC. It provides transparency into the executive's holdings and transactions in the company's stock.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders due to the change in the executive's holdings, but the overall impact is likely minimal.

Key Dates

DateDescription
05/02/2024Date of stock transactions (distribution and withholding of shares).
05/06/2024Date of signature on the Form 4 filing.

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