Arthur J. Gallagher & Co. 4

Vice President Mark H. Bloom had phantom stock convert into common stock and 606.814 Gallagher (AJG) shares withheld on August 16, 2026 to cover taxes related to an Age 62 Plan award distribution.

On August 16, 2026, Arthur J. Gallagher & Co. Vice President Mark H. Bloom had shares of common stock distributed from phantom stock under the company’s Age 62 nonqualified deferred compensation plan, then had 606.814 shares of common stock withheld to cover income and employment taxes, a routine transaction characterized by the Form 4 as solely tax withholding. The phantom stock (1,280.485 units) was converted into the same number of common shares, increasing his directly held common stock before tax withholding; after the withholding sale-for-taxes, he reported direct ownership of 4,416.671 common shares and 1,280.485 common shares associated with the phantom stock distribution. He also reported indirect ownership of 193.263 common shares in a Gallagher 401(k) plan account, as well as multiple outstanding non‑qualified stock options and 962.2459 notional stock units that each represent a right to receive one share of common stock. Based on the current share price of approximately $249.15, the tax-related share withholding was valued at roughly $151,000 and his post-transaction direct and indirect equity holdings (excluding options and notional units) are worth on the order of $1.2–1.3 million.

Filing Facts

CIK

354190

Ticker

AJG

Form

4

Source Type

sec

Accession

0000354190-26-000193

Alert Tier

5