AJG Arthur J. Gallagher & Co. Insider Trading

Controller Richard C Cary sells 3,000 AJG shares for $618,000 at $206.00; stock down -41.4% from 52-week high

Richard C Cary, Controller and CAO, sold 3,000 shares of Arthur J. Gallagher & Co. at $206.00, reducing his holdings from 50,819 shares to 47,819 shares. The transaction occurs with AJG trading at $205.77, down -41.4% from its 52-week high of $351.22, despite the company reporting strong fundamentals: annual revenue growth of +20.7%, quarterly revenue of $4,758,000,000.00, and a P/E of 32.82. Cary's prior sales at AJG show mixed timing outcomes: 3 of 5 prior sells were well-timed at the 90-day mark (with negative subsequent returns), while 2 posted positive 90-day returns, suggesting his recent transaction activity at this ticker lacks a clear directional pattern as a group.

VP Hudson Scott R sold 3,800 AJG shares at $227.57; stock now $217.78, -37.6% from 52-week high

Hudson Scott R, Vice President, sold 3,800 shares of Arthur J. Gallagher & Co. (AJG) on 2026-03-06 at $227.57, reducing holdings by 4.2% to 85,920 shares. The transaction occurs against a backdrop of significant price deterioration: the stock has fallen 37.6% from its 52-week high of $348.77 and declined 9.8% in the past 30 days and 9.2% over 90 days. Examining his prior trades at AJG specifically, 4 of 5 prior sales proved well-timed at the 90-day mark, with the most recent September 2025 sales followed by substantial 90-day declines (−19.4% and −19.5%). Against this pattern of well-timed selling at this ticker, the current sale in a depressed price environment warrants investor attention as a potential signal of ongoing assessment of holding value.

Gallagher VP Mead sells 4,000 shares at $227.12; stock now -37.6% from 52-week high and -9.8% in 30 days.

Vice President Christopher E. Mead sold 4,000 shares on 2026-03-05 at $227.12, reducing his holdings by 17.2% to 19,305 shares totaling $908,472.00 in proceeds. The transaction occurs as AJG trades at $217.78, down 37.6% from its 52-week high of $348.77 and down 9.8% over the past 30 days, suggesting execution during a period of material stock weakness. Mead's prior five trades at AJG show mixed timing outcomes: only 1 of 4 completed sales were well-timed at the 90-day mark, indicating inconsistent predictive signal from his trading pattern at this ticker. The company's fundamentals remain substantive with $3.4B in latest quarterly revenue, 20.7% annual growth, and a $56.0B market cap, though the elevated P/E of 34.30 may reflect valuation compression from recent price action.

Vice President Mead Christopher E sold 4,000 shares of AJG at $258.11 on 2025-12-23; stock at $263.14, down 24.6% from 52-week high of $348.77.

Christopher E sold 4,000 shares (-19.1% of his pre-transaction holdings of 20,938 shares) at $258.11 on 2025-12-23, with Arthur J. Gallagher trading at $263.14 currently, down 24.6% from its 52-week high of $348.77. His cross-ticker track record shows a well-timed rate of 20.00% on 5 prior sells with an average 90-day return of +4.7%, but his prior trades at AJG specifically have been poorly timed at the 90-day horizon: only 1 of 5 prior sells showed negative 90-day returns, with the most recent sale on 2025-02-03 followed by a 90-day return of +9.4%. The company reports strong fundamentals with annual revenue growth of +14.7%, $3.4B in revenue, and $272.7M net income (P/E 42.17), though the recent price action suggests a significant drawdown from peak valuation.

General Counsel Walter D. Bay sells 15,850 shares of AJG at $255.00 (-16.9% of holdings); stock now -25.8% from 52-week high.

Walter D. Bay, General Counsel of Arthur J. Gallagher & Co., sold 15,850 shares on 2025-12-19 at $255.00, reducing his position to 77,825 shares. The current price is $258.70, placing the stock -25.8% from its 52-week high of $348.77 and down -15.0% over the last 90 days. At his ticker-specific level, Bay's prior five trades at AJG have yielded zero well-timed outcomes at the 90-day mark; none of his previous sales preceded a decline. Across his broader cross-ticker record (10 prior sells), the 90-day timing rate is 10.00%, but this provides limited predictive value for AJG-specific sentiment. The fundamentals remain solid: the company reported $3.4B in latest quarterly revenue, $272.7M in net income, and 14.7% annual revenue growth, though the P/E of 41.46 reflects a premium valuation on $66.4B market capitalization.

AJG Controller sells 6,000 shares at $261.00; stock now -29.1% from 52-week high, down -18.4% over 90 days

Cary Richard C sold 6,000 shares (6.0K shares) at $261.00 on 2025-11-18, reducing his post-transaction holdings to 50.7K shares from 56.7K shares. The sale occurs as AJG stock is down significantly: -29.1% from the 52-week high of $348.77 and -18.4% over the past 90 days. The timing merits attention: this insider's 5 prior trades at AJG show mixed results, with 2 of 5 prior sells proving well-timed at the 90-day mark, though the two most recent sells on 2025-08-21 and 2025-05-07 were followed by steep declines (-18.7% and -15.8% over 90 days, respectively). Fundamentally, AJG trades at a P/E of 39.63 against $3.4B in latest-quarter revenue and +14.7% annual revenue growth, but the recent price weakness suggests market sentiment has shifted despite solid earnings ($272.7M net income).

VP Pesch buys 4,000 shares of AJG in 4 tranches totaling $988,488.26 as stock falls 21.7% in 30 days

Michael Robert Pesch, Vice President of Arthur J. Gallagher & Co., executed 4 separate purchases on 2025-11-03 totaling 4,000 shares for $988,488.26 at a blended average price of $247.12, increasing his holdings by 10.6% to 41,848 shares. The transaction occurred as AJG's stock trades at $242.98, down 21.7% over the past 30 days and 30.3% below its 52-week high of $348.77. Pesch's cross-ticker buy history shows 1 prior purchase that delivered -1.6% returns over 30 days and -8.4% over 90 days, while his prior sale at AJG on 2024-09-13 was well-timed (yielding -2.8% at 30 days, -5.1% at 90 days as the stock declined afterward). The current transaction represents the first insider accumulation at this ticker since June 2025, executed during a period of material stock weakness.

VP Hudson Scott R sells 12,855 AJG shares for $3.8M at $297.60; retains 85.9K shares post-transaction

Hudson Scott R, Vice President at Arthur J. Gallagher & Co., executed two separate sales totaling 12,855 shares for $3,825,688.00 on 2025-09-08 at blended average price $297.60. Post-transaction, he retains 85.9K shares, representing a -13.0% reduction in holdings. At AJG specifically, his prior trade outcomes have been mixed: his 5 prior sells at this ticker show a 40% well-timed rate at the 90-day mark (2 of 5 sales preceded subsequent declines). The current stock price of $298.50 is within 0.3% of his execution price but -14.4% below the 52-week high, and the 30-day trend since this sale has been +3.1%. Given his consistent presence as a multi-hundred-thousand-share holder and the absence of any public FLAGS (10b5-1 plan, Rule 10b5-1 schedule), this appears to be a discretionary transaction rather than a programmatic sale.

Controller Cary Richard C sells 4,000 AJG shares at $306.00; retains 56,667 shares post-sale.

Cary Richard C, Controller and CAO, sold 4,000 shares (a -6.6% reduction of prior holdings) at $306.00 on 2025-08-21, generating $1,224,000.00 in proceeds. The stock has since declined to $303.17 (current price), putting this sale -13.1% from its 52-week high of $348.77 and down -10.3% over the past 90 days. Notably, at the same-ticker level, his prior five trades at AJG show mixed timing: only 1 of 5 prior sales was well-timed at the 90-day mark, with his most recent AJG sale on 2025-05-07 followed by a -15.8% decline over 90 days, yet three earlier sales in February 2025 saw the stock rise +4.7% to +5.3% after the sale. The controller remains a substantial shareholder with 56,667 shares retained, suggesting ongoing confidence in the company despite the current decline.

AJG President Pesch buys 59 shares at $318.37; modest acquisition adds to zero prior holdings.

Michael Robert Pesch, President of Arthur J. Gallagher & Co., purchased 59 shares at $318.37 on 2025-06-18, establishing an initial position in the company after holding zero shares prior to this transaction. The purchase size is modest—totaling $18.8K—and the current price of $320.16 sits within the 52-week trading range of $253.50–$348.77, placing it 8.2% below the 52-week high. Pesch's prior open-market sell (across all holdings) was well-timed at the 90-day mark with a negative 90-day return of -5.1%, though this cross-ticker track record and his single prior AJG trade are insufficient basis for drawing conclusions about intent or expectations for this current transaction. The company fundamentals show strong recent performance: annual revenue growth of 14.7%, net income of $704.4M on $3.7B revenue, and a market cap of $82.0B, though the elevated P/E of 52.57 reflects current valuation.