Bay Walter D.

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.

GC Walter D. Bay sold 10,000 AJG shares at $326.62 on Feb 13; stock up 10.8% in 30 days

Walter D. Bay, General Counsel of Arthur J. Gallagher & Co., sold 10,000 shares at $326.62 on 2025-02-13, reducing holdings from 84,172 to 74,172 shares and realizing $3,266,200.00 in proceeds. The sale occurred near the 52-week high (-2.2% from peak) and during a period of strong momentum: the stock has gained 10.8% in the 30 days since the sale and 9.1% over the trailing 90 days. Bay's prior five sales at AJG over the past nine months have all resulted in positive 90-day returns (ranging from 0.7% to 14.0%), with zero well-timed outcomes—meaning the stock has consistently appreciated after each sale, not declined. This pattern repeats at the cross-ticker level: his nine prior open-market sells across all holdings show an 11.11% well-timed rate, below the base expectation for random exits. The sale's timing relative to recent price action and prior outcomes offers limited evidence of forward-looking conviction about a near-term pullback.

Bay Walter D. sold 6,335 shares of AJG at $284.06 on 2024-07-30, reducing holdings 17.4% to 30,053 shares.

General Counsel Bay Walter D. executed a sale of 6,335 shares (6.3K shares) at $284.06 on 2024-07-30, reducing his holdings by 17.4% from 36,388 shares to 30,053 shares. The stock now trades at $285.00, near its 52-week high of $285.00, having gained 9.9% over the last 30 days and 19.4% over 90 days. Across his cross-ticker track record, the insider has achieved a 100.00% well-timed rate on 8 prior sells; however, at AJG specifically, all 5 prior sales have shown positive near-term performance (30-day returns ranging from 0.0% to 3.0%), with no measurable long-term outcomes yet. The company's fundamentals remain strong with annual revenue growth of 17.8%, though the stock trades at a elevated P/E of 54.81, suggesting the market has priced in considerable future growth expectations.

General Counsel Bay Walter D. sold 8,303 shares of AJG at $262.74 for $2.2M on 2024-06-18; stock near 52-week high.

Bay Walter D. executed a substantial open-market sale of 8,303 shares at $262.74, representing an 18.6% reduction in his AJG holdings. The sale occurred when the stock was trading at its 52-week high of $261.87, near the transaction price. Across his open-market history at other tickers, Bay has executed 7 prior sells with a 100.00% 90-day well-timed rate, suggesting demonstrated ability to exit positions favorably. However, this pattern does not transfer to AJG: his 5 prior trades at this ticker show 30-day returns of +0.8%, +0.3%, +0.0%, and +2.1%, with none yet measurable at the 90-day horizon. AJG fundamentals remain strong with $3.3B revenue, $608.4M net income, and 17.8% annual revenue growth, though the 52.48 P/E ratio reflects premium valuation. The timing of this sale near the 52-week high, combined with the outsized execution against substantial holdings, merits monitoring for any secondary pattern of liquidation.