0001127602-24-007395.txt : 20240228 0001127602-24-007395.hdr.sgml : 20240228 20240228161228 ACCESSION NUMBER: 0001127602-24-007395 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240226 FILED AS OF DATE: 20240228 DATE AS OF CHANGE: 20240228 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Cavaness Joel D CENTRAL INDEX KEY: 0001665268 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-09761 FILM NUMBER: 24695464 MAIL ADDRESS: STREET 1: 2 PIERCE PLACE CITY: ITASCA STATE: IL ZIP: 60143 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Arthur J. Gallagher & Co. CENTRAL INDEX KEY: 0000354190 STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411] ORGANIZATION NAME: 02 Finance IRS NUMBER: 362151613 STATE OF INCORPORATION: IL FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 2850 GOLF ROAD CITY: ROLLING MEADOWS STATE: IL ZIP: 60008-4050 BUSINESS PHONE: 630-773-3800 MAIL ADDRESS: STREET 1: 2850 GOLF ROAD CITY: ROLLING MEADOWS STATE: IL ZIP: 60008-4050 FORMER COMPANY: FORMER CONFORMED NAME: ARTHUR J. GALLAGHER & CO. DATE OF NAME CHANGE: 20190819 FORMER COMPANY: FORMER CONFORMED NAME: GALLAGHER ARTHUR J & CO DATE OF NAME CHANGE: 19920703 4 1 form4.xml PRIMARY DOCUMENT X0508 4 2024-02-26 0000354190 Arthur J. Gallagher & Co. AJG 0001665268 Cavaness Joel D 2850 GOLF ROAD ROLLING MEADOWS IL 60008-4002 1 Vice President 0 Common Stock 2022.63 I By Spouse Common Stock 367.575 I Gallagher 401(k) plan account Common Stock 2024-02-26 4 M 0 30067.337 0 A 166820.336 D Common Stock 2024-02-26 4 F 0 12012.337 244.04 D 154807.999 D Phantom Stock 2024-02-26 4 M 0 30067.337 0 D Common Stock 30067.337 95524.019 D Each share of phantom stock represents a right to receive one share of Gallagher common stock. 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. This transaction represents an annual distribution of the reporting person's balance in the Age 62 Plan, which he elected to receive pro rata over a five-year period following vesting in 2023. /s/ Ryan Session, by power of attorney 2024-02-28