Key facts
- This page summarizes Joel D. Cavaness's Form 4 filing for Arthur J. Gallagher & Co. (AJG).
- 3 reported transactions and 1 derivative row are listed below.
- Accepted by SEC: 01 May 2024, 19:32.
Joel D. Cavaness - 29 Apr 2024 Form 4 Insider Report for Arthur J. Gallagher & Co. (AJG)
- Reporting relationship
- Vice President
- Issuer ticker
- AJG
- Reported as of
- 29 Apr 2024
- Net transaction value
- -$30,941
- SEC form
- 4
- Accepted by SEC
- 01 May 2024, 19:32:34 UTC
- Prior SEC filing
- 19 Mar 2024
- Next SEC filing
- 24 Jul 2025
- 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 01 May 2024.
Change
- Previous filing in this sequence was filed on 19 Mar 2024.
- Current net transaction value: -$30,941.
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
Options Exercise
- Transaction value
- $0
- Shares
- +133
- Change %
- +0.08%
- Price
- $0.000000
- Shares after
- 159,714
- Date
- 29 Apr 2024
- Ownership
- Direct
AJG
transaction
Common Stock
Tax liability
- Transaction value
- $30,941
- Shares
- -133
- Change %
- -0.08%
- Price
- $232.91
- Shares after
- 159,581
- Date
- 29 Apr 2024
- Ownership
- Direct
AJG
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 2,023
- Date
- 29 Apr 2024
- Ownership
- By Spouse
AJG
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 368
- Date
- 29 Apr 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
Phantom Stock
Options Exercise
- Transaction value
- $0
- Shares
- -133
- Change %
- -0.14%
- Price
- $0.000000
- Shares after
- 95,617
- Date
- 29 Apr 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 133
- Exercise price
- Footnotes
- F1, F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Each share of phantom stock represents a right to receive one share of Gallagher common stock.
Footnote F2
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.
SEC remarks
The transactions in this report relate solely to the payment of applicable taxes, in accordance with a schedule determined earlier in the year, with respect to a vested award under the Age 62 Plan.