What is the main purpose of this 8-K filing?

The main purpose of this 8-K filing is to publicly disclose materials (presentation slides and an investment profile) that Arthur J. Gallagher & Co. (AJG) is using in its investor conference presentations. This action is taken to comply with Regulation FD, ensuring that material information is made available to all investors simultaneously.

Where can I find detailed financial information beyond what's in the 8-K itself?

While the 8-K incorporates by reference presentation slides and an investment profile, investors seeking detailed financial data, especially regarding non-GAAP measures, should visit AJG's corporate website at www.ajg.com. The company explicitly states that reconciliations of non-GAAP to GAAP financial measures are available there.

What are non-GAAP financial measures and why should I be aware of them?

Non-GAAP financial measures are financial metrics that are not calculated in accordance with Generally Accepted Accounting Principles (GAAP). Companies may use them to provide a different perspective on performance, often excluding items they deem unusual or non-recurring. Investors should be aware of them because they can differ significantly from GAAP measures and may not be directly comparable to other companies' non-GAAP metrics. Always review the provided reconciliations to understand how these measures are derived and what they exclude.

AJG 8-K SEC Disclosure

Summary

Arthur J. Gallagher & Co. (AJG) filed an 8-K report on May 7, 2004, primarily to disclose information being presented at investor conferences. The filing includes presentation slides and an investment profile, both of which are incorporated by reference. This report provides investors with updated information and insights into the company's performance and strategic positioning as of early May 2004. These furnished exhibits are significant for investors as they likely contain forward-looking statements, financial performance data, and strategic initiatives. Investors should pay close attention to the non-GAAP financial measures presented, as the company has indicated that reconciliations to GAAP measures are available on its website. This filing aims to ensure broad public dissemination of material information, consistent with Regulation FD.

Key Highlights

1The 8-K filing discloses material information presented at investor conferences, including presentation slides (Exhibit 99.1) and an Investment Profile (Exhibit 99.2).
2The information furnished is intended to ensure broad public dissemination under Regulation FD.
3Both the presentation slides and the Investment Profile are incorporated by reference into the 8-K filing.
4The company makes certain non-GAAP financial measures available in these exhibits.
5Reconciliations for the non-GAAP financial measures to the most directly comparable GAAP measures are accessible on AJG's corporate website (www.ajg.com).
6The filing was signed by Douglas K. Howell, Vice President and Chief Financial Officer, indicating CFO-level review of the disclosed information.
7The filing date is May 7, 2004, with the earliest event reported as May 6, 2004.

Arthur J. Gallagher & Co. 8-K Report (May 7, 2004)

Summary

Key Highlights

Frequently Asked Questions