| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | AJG | Common Stock (restricted) | Award | $0 | +16.9K | $0.00 | 16.9K | Mar 14, 2022 | Direct | F1 | |
| transaction | AJG | Common Stock (restricted) | Options Exercise | $0 | -16.9K | -100% | $0.00* | 0 | Mar 14, 2022 | Direct | |
| transaction | AJG | Common Stock | Options Exercise | $0 | +16.9K | +6.02% | $0.00 | 298K | Mar 14, 2022 | Direct | |
| transaction | AJG | Common Stock | Tax liability | -$1.13M | -7.29K | -2.45% | $154.74 | 291K | Mar 14, 2022 | Direct | |
| holding | AJG | Common Stock | 62.3K | Mar 14, 2022 | By grantor retained annuity trust | ||||||
| holding | AJG | Common Stock | 66.7K | Mar 14, 2022 | By Irrevocable Trust | ||||||
| holding | AJG | Common Stock | 32.4K | Mar 14, 2022 | By wife | ||||||
| holding | AJG | Common Stock | 117K | Mar 14, 2022 | By wife as trustee | F2, F3 | |||||
| holding | AJG | Common Stock | 215 | Mar 14, 2022 | Gallagher 401(k) plan account |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | AJG | Non-qualified Stock Option | Award | $0 | +15.3K | $0.00 | 15.3K | Mar 15, 2022 | Common Stock | 15.3K | $158.56 | Direct | F4 | |
| transaction | AJG | Phantom Stock | Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities | $600K | +3.79K | +79.75% | $158.26 | 8.55K | Mar 16, 2022 | Common Stock | 3.79K | Direct | F5, F6 |
| Id | Content |
|---|---|
| F1 | Performance share units (awarded on March 14, 2019) earned and vested as of March 14, 2022. |
| F2 | The reporting person disclaims beneficial ownership of these shares, and this report shall not be deemed an admission that the reporting person is the beneficial owner of these shares for purposes of Section 16 or for any other purpose. |
| F3 | These shares are held in trusts, for the benefit of the reporting person's children, of which his wife is a trustee. |
| F4 | One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date. |
| F5 | Each share of phantom stock represents a right to receive one share of Gallagher common stock. |
| F6 | 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. |