Key facts
- This page summarizes Joel D. Cavaness's Form 4 filing for Arthur J. Gallagher & Co. (AJG).
- 11 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 19 Mar 2024, 20:54.
Joel D. Cavaness - 16 Mar 2024 Form 4 Insider Report for Arthur J. Gallagher & Co. (AJG)
- Reporting relationship
- Vice President
- Issuer ticker
- AJG
- Reported as of
- 16 Mar 2024
- Net transaction value
- -$840,722
- SEC form
- 4
- Accepted by SEC
- 19 Mar 2024, 20:54:06 UTC
- Prior SEC filing
- 18 Mar 2024
- Next SEC filing
- 01 May 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Ryan Session, by power of attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Joel D. Cavaness filed Form 4 for Arthur J. Gallagher & Co. (AJG) on 19 Mar 2024.
Change
- Previous filing in this sequence was filed on 18 Mar 2024.
- Current net transaction value: -$840,722.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
AJG
transaction
Common Stock (restricted)
Award
- Transaction value
- $0
- Shares
- +7,178
- Change %
- Price
- $0.000000
- Shares after
- 7,178
- Date
- 16 Mar 2024
- Ownership
- Direct
- Footnotes
- F1
AJG
transaction
Common Stock (restricted)
Options Exercise
- Transaction value
- $0
- Shares
- -7,178
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 16 Mar 2024
- Ownership
- Direct
AJG
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +7,178
- Change %
- +4.6%
- Price
- $0.000000
- Shares after
- 162,286
- Date
- 16 Mar 2024
- Ownership
- Direct
AJG
transaction
Common Stock
Tax liability
- Transaction value
- $651,153
- Shares
- -2,572
- Change %
- -1.6%
- Price
- $253.17
- Shares after
- 159,714
- Date
- 16 Mar 2024
- Ownership
- Direct
AJG
transaction
Common Stock
Options Exercise
- Transaction value
- $29,130
- Shares
- +366
- Change %
- +18%
- Price
- $79.59*
- Shares after
- 2,389
- Date
- 18 Mar 2024
- Ownership
- By Spouse
AJG
transaction
Common Stock
Options Exercise
- Transaction value
- $37,656
- Shares
- +437
- Change %
- +18%
- Price
- $86.17*
- Shares after
- 2,826
- Date
- 18 Mar 2024
- Ownership
- By Spouse
AJG
transaction
Common Stock
Options Exercise
- Transaction value
- $51,672
- Shares
- +404
- Change %
- +14%
- Price
- $127.90
- Shares after
- 3,230
- Date
- 18 Mar 2024
- Ownership
- By Spouse
AJG
transaction
Common Stock
Sale
- Transaction value
- $308,026
- Shares
- -1,207
- Change %
- -37%
- Price
- $255.20
- Shares after
- 2,023
- Date
- 18 Mar 2024
- Ownership
- By Spouse
- Footnotes
- F2
AJG
holding
Common Stock (restricted)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 700
- Date
- 16 Mar 2024
- Ownership
- By Spouse
AJG
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 368
- Date
- 16 Mar 2024
- Ownership
- Gallagher 401(k) plan account
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
AJG
transaction
Derivative
Non-qualified Stock Option
Options Exercise
- Transaction value
- $0
- Shares
- -366
- Change %
- -2.1%
- Price
- $0.000000
- Shares after
- 17,250
- Date
- 18 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 366
- Exercise price
- $79.59
- Footnotes
- F3
AJG
transaction
Derivative
Non-qualified Stock Option
Options Exercise
- Transaction value
- $0
- Shares
- -437
- Change %
- -2.2%
- Price
- $0.000000
- Shares after
- 19,596
- Date
- 18 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 437
- Exercise price
- $86.17
- Footnotes
- F3
AJG
transaction
Derivative
Non-qualified Stock Option
Options Exercise
- Transaction value
- $0
- Shares
- -404
- Change %
- -1.9%
- Price
- $0.000000
- Shares after
- 20,541
- Date
- 18 Mar 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 404
- Exercise price
- $127.90
- Footnotes
- F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
Performance share units (awarded on March 16, 2021) earned and vested as of March 16, 2024.
Footnote 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.
Footnote F3
One-third of this stock option becomes exerciseable on each of the 3rd, 4th, and 5th anniversaries of the grant date.