Last 12 months
Inside the activity.
9 purchase rows · 4 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 3 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 6 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 16, 2023 Filed May 17, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030250 · doc4.xml · nonDerivative · entry 4 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,170,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in Ryan Specialty Holdings, Inc. (the "Issuer"). Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 10 votes per share on all matters to be voted on by the Issuer's stockholders generally. Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC that are held by the Reporting Person and reported in Table II hereof, for an equal number of shares of Class A common Stock of the Issuer, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 15, 2023 Filed May 17, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 25,000 | $43.52 | $1,087,905.00 |
DisclosureSEC source: 0001209191-23-030250 · doc4.xml · nonDerivative · entry 3 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 0 F3 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001 per share, ("Class A Common Stock") were sold in multiple transactions ranging from $43.32 to $43.80, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 15, 2023 Filed May 17, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030250 · doc4.xml · nonDerivative · entry 2 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 15, 2023 Filed May 17, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030250 · doc4.xml · nonDerivative · entry 1 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,195,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in Ryan Specialty Holdings, Inc. (the "Issuer"). Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 10 votes per share on all matters to be voted on by the Issuer's stockholders generally. Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC that are held by the Reporting Person and reported in Table II hereof, for an equal number of shares of Class A common Stock of the Issuer, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionCommon Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029510 · doc4.xml · derivative · entry 9 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,220,895 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F5 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 25,000 | $43.13 | $1,078,312.50 |
DisclosureSEC source: 0001209191-23-029510 · doc4.xml · nonDerivative · entry 6 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 0 F4 · price: The price reported is a weighted average price. These shares of Class A Common Stock were sold in multiple transactions ranging from $42.92 to $43.41, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029510 · doc4.xml · nonDerivative · entry 5 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 12, 2023 Filed May 15, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029510 · doc4.xml · nonDerivative · entry 4 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,220,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in Ryan Specialty Holdings, Inc. (the "Issuer"). Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 10 votes per share on all matters to be voted on by the Issuer's stockholders generally. Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC that are held by the Reporting Person and reported in Table II hereof, for an equal number of shares of Class A common Stock of the Issuer, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 12, 2023 Filed May 17, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionCommon Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030250 · doc4.xml · derivative · entry 9 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,170,895 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F5 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 11, 2023 Filed May 11, 2023 21:00 UTC |
Bienen Henry SDirector
|
GiftClass A Common Stock | 1,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028811 · doc4.xml · nonDerivative · entry 3 Bienen Henry S · CIK 0001304250 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 31,923 F2 · ownership.nature: The securities are held directly by the Leigh Buchanan Bienen 1997 Trust Dated November 10, 1997. The reporting person may be deemed to be the beneficial owner of the reported securities but disclaims such ownership except to the extent of his pecuniary interest therein. Read SEC document |
| May 11, 2023 Filed May 11, 2023 21:00 UTC |
Bienen Henry SDirector
|
GiftClass A Common Stock | 1,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028811 · doc4.xml · nonDerivative · entry 2 Bienen Henry S · CIK 0001304250 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 28,970 F1 · ownership.nature: The securities are held directly by the Henry S. Bienen 1997 Trust Dated November 10, 1997. The reporting person may be deemed to be the beneficial owner of the reported securities but disclaims such ownership except to the extent of his pecuniary interest therein. Read SEC document |
| May 11, 2023 Filed May 11, 2023 21:00 UTC |
Bienen Henry SDirector
|
GiftClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028811 · doc4.xml · nonDerivative · entry 1 Bienen Henry S · CIK 0001304250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionCommon Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029510 · doc4.xml · derivative · entry 8 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,245,895 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F5 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 25,000 | $42.93 | $1,073,350.00 |
DisclosureSEC source: 0001209191-23-029510 · doc4.xml · nonDerivative · entry 3 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 0 F3 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001 per share, ("Class A Common Stock") were sold in multiple transactions ranging from $42.72 to $43.21, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029510 · doc4.xml · nonDerivative · entry 2 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 11, 2023 Filed May 15, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-029510 · doc4.xml · nonDerivative · entry 1 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,245,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in Ryan Specialty Holdings, Inc. (the "Issuer"). Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 10 votes per share on all matters to be voted on by the Issuer's stockholders generally. Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC that are held by the Reporting Person and reported in Table II hereof, for an equal number of shares of Class A common Stock of the Issuer, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 11, 2023 Filed May 17, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionCommon Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030250 · doc4.xml · derivative · entry 8 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,195,895 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F5 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 10, 2023 Filed May 11, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionCommon Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028812 · doc4.xml · derivative · entry 9 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,270,895 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F5 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 10, 2023 Filed May 11, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 25,000 | $42.96 | $1,074,017.50 |
DisclosureSEC source: 0001209191-23-028812 · doc4.xml · nonDerivative · entry 6 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 0 F4 · price: The price reported is a weighted average price. These shares of Class A Common Stock were sold in multiple transactions ranging from $42.71 to $43.25, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 10, 2023 Filed May 11, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028812 · doc4.xml · nonDerivative · entry 5 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 10, 2023 Filed May 11, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028812 · doc4.xml · nonDerivative · entry 4 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,270,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in Ryan Specialty Holdings, Inc. (the "Issuer"). Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 10 votes per share on all matters to be voted on by the Issuer's stockholders generally. Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC that are held by the Reporting Person and reported in Table II hereof, for an equal number of shares of Class A common Stock of the Issuer, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 09, 2023 Filed May 11, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionCommon Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028812 · doc4.xml · derivative · entry 8 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,295,895 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F5 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 09, 2023 Filed May 11, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 25,000 | $42.53 | $1,063,210.00 |
DisclosureSEC source: 0001209191-23-028812 · doc4.xml · nonDerivative · entry 3 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 0 F3 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001 per share, ("Class A Common Stock") were sold in multiple transactions ranging from $42.16 to $43.00, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 09, 2023 Filed May 11, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028812 · doc4.xml · nonDerivative · entry 2 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 09, 2023 Filed May 11, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028812 · doc4.xml · nonDerivative · entry 1 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,295,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in Ryan Specialty Holdings, Inc. (the "Issuer"). Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 10 votes per share on all matters to be voted on by the Issuer's stockholders generally. Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC that are held by the Reporting Person and reported in Table II hereof, for an equal number of shares of Class A common Stock of the Issuer, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 08, 2023 Filed May 9, 2023 20:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionCommon Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028229 · doc4.xml · derivative · entry 11 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,320,895 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F7 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 08, 2023 Filed May 9, 2023 20:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 4,750 | $43.10 | $204,735.93 |
DisclosureSEC source: 0001209191-23-028229 · doc4.xml · nonDerivative · entry 8 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F6 · price: The price reported is a weighted average price. These shares of Class A Common Stock were sold in multiple transactions ranging from $43.05 to $43.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. Read SEC document |
| May 08, 2023 Filed May 9, 2023 20:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 20,250 | $42.74 | $865,420.20 |
DisclosureSEC source: 0001209191-23-028229 · doc4.xml · nonDerivative · entry 7 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 4,750 F5 · price: The price reported is a weighted average price. These shares of Class A Common Stock were sold in multiple transactions ranging from $42.05 to $43.04, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 08, 2023 Filed May 9, 2023 20:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028229 · doc4.xml · nonDerivative · entry 6 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 08, 2023 Filed May 9, 2023 20:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028229 · doc4.xml · nonDerivative · entry 5 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,320,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in Ryan Specialty Holdings, Inc. (the "Issuer"). Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 10 votes per share on all matters to be voted on by the Issuer's stockholders generally. Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC that are held by the Reporting Person and reported in Table II hereof, for an equal number of shares of Class A common Stock of the Issuer, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 05, 2023 Filed May 9, 2023 20:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionCommon Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028229 · doc4.xml · derivative · entry 10 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,345,895 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F7 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 05, 2023 Filed May 9, 2023 20:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 200 | $43.00 | $8,600.00 |
DisclosureSEC source: 0001209191-23-028229 · doc4.xml · nonDerivative · entry 4 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 0 F4 · price: The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 05, 2023 Filed May 9, 2023 20:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 24,800 | $42.44 | $1,052,621.12 |
DisclosureSEC source: 0001209191-23-028229 · doc4.xml · nonDerivative · entry 3 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 200 F3 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001 per share, ("Class A Common Stock") were sold in multiple transactions ranging from $42.00 to $42.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 05, 2023 Filed May 9, 2023 20:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028229 · doc4.xml · nonDerivative · entry 2 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 05, 2023 Filed May 9, 2023 20:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028229 · doc4.xml · nonDerivative · entry 1 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,345,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in Ryan Specialty Holdings, Inc. (the "Issuer"). Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 10 votes per share on all matters to be voted on by the Issuer's stockholders generally. Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC that are held by the Reporting Person and reported in Table II hereof, for an equal number of shares of Class A common Stock of the Issuer, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:13 UTC |
COLLINS MICHELLE LDirector
|
GrantClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026676 · doc4.xml · nonDerivative · entry 1 COLLINS MICHELLE L · CIK 0001057687 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,643 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 5,643 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| May 01, 2023 Filed May 2, 2023 22:19 UTC |
ROGERS JOHN W JRDirector
|
GrantClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026693 · doc4.xml · nonDerivative · entry 1 ROGERS JOHN W JR · CIK 0000938885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,857 F1 · balance_after: Includes 7,190 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:17 UTC |
OHALLERAN MICHAEL DDirector
|
GrantClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026689 · doc4.xml · nonDerivative · entry 1 OHALLERAN MICHAEL D · CIK 0001023265 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 228,387 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 10,004 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F3 · balance_after: The number of shares of Class A Common Stock beneficially owned by the reporting person has been adjusted by 2,829 shares to correct for an administrative error on the Form 4 filed on 11/17/2022 that incorrectly understated the number of shares of Class A Common Stock held directly by the reporting person. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:16 UTC |
FINDLAY D CAMERONDirector
|
GrantClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026687 · doc4.xml · nonDerivative · entry 1 FINDLAY D CAMERON · CIK 0001246570 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,909 Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:14 UTC |
DEVERS WILLIAM J JRDirector
|
GrantClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026680 · doc4.xml · nonDerivative · entry 1 DEVERS WILLIAM J JR · CIK 0001201816 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,004 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 10,004 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:12 UTC |
BOLGER DAVID PDirector
|
GrantClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026673 · doc4.xml · nonDerivative · entry 1 BOLGER DAVID P · CIK 0001220116 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,004 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F1 · balance_after: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| May 01, 2023 Filed May 2, 2023 22:10 UTC |
Bienen Henry SDirector
|
GrantClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026668 · doc4.xml · nonDerivative · entry 1 Bienen Henry S · CIK 0001304250 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,814 Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 10:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionCommon Units · Derivative | 7,933 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024570 · doc4.xml · derivative · entry 9 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,370,895 Underlying: Class A Common Stock · 7,933 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F5 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 10:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 7,933 | $42.09 | $333,902.35 |
DisclosureSEC source: 0001209191-23-024570 · doc4.xml · nonDerivative · entry 6 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 0 F4 · price: The price reported is a weighted average price. These shares of Class A Common Stock were sold in multiple transactions ranging from $42.00 to $42.29, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 10:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass A Common Stock | 7,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024570 · doc4.xml · nonDerivative · entry 5 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 7,933 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 10:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass B Common Stock | 7,933 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024570 · doc4.xml · nonDerivative · entry 4 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,370,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in Ryan Specialty Holdings, Inc. (the "Issuer"). Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 10 votes per share on all matters to be voted on by the Issuer's stockholders generally. Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC that are held by the Reporting Person and reported in Table II hereof, for an equal number of shares of Class A common Stock of the Issuer, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 13, 2023 Filed Apr 18, 2023 10:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionCommon Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024570 · doc4.xml · derivative · entry 8 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,378,828 Underlying: Class A Common Stock · 25,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F5 · derivative.expiration_date: Pursuant to the Amended and Restated Limited Liability Company Agreement of New Ryan Specialty, LLC, as amended, the Reporting Person may exchange all or a portion of such person's Common Units (together with the delivery of an equal number of shares of Class B Common Stock) for shares of Class A Common Stock of the Issuer on a one-for-one basis, subject to customary adjustments, or, at the option of the Issuer, cash (based on the then-market value of the Class A Common Stock). The Common Units do not expire. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 13, 2023 Filed Apr 18, 2023 10:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
SaleClass A Common Stock | 25,000 | $42.10 | $1,052,385.00 |
DisclosureSEC source: 0001209191-23-024570 · doc4.xml · nonDerivative · entry 3 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 0 F3 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001 per share, ("Class A Common Stock") were sold in multiple transactions ranging from $42.00 to $42.20, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. The securities were sold pursuant to a 10b5-1 plan entered into on December 14, 2022. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 13, 2023 Filed Apr 18, 2023 10:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024570 · doc4.xml · nonDerivative · entry 2 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 25,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| April 13, 2023 Filed Apr 18, 2023 10:00 UTC |
CORTEZI NICHOLAS DOMINICDirector · See Remarks
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ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024570 · doc4.xml · nonDerivative · entry 1 CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012 Disclosed balance after: 5,378,828 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in Ryan Specialty Holdings, Inc. (the "Issuer"). Except as provided in the Issuer's certificate of incorporation or as required by applicable law, holders of Class B Common Stock will be initially entitled to 10 votes per share on all matters to be voted on by the Issuer's stockholders generally. Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC that are held by the Reporting Person and reported in Table II hereof, for an equal number of shares of Class A common Stock of the Issuer, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.