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RYAN

RYAN SPECIALTY HOLDINGS, INC.

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Tapewire entity
3319
SEC CIK
0001849253
Parsed reports
251

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
MonthPurchasesSales
Nov 202500
Dec 202502
Jan 202600
Feb 202630
Mar 202600
Apr 202600
May 202600
Jun 202660
Jul 202600
Aug 202601
Sep 202601
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 20, 2024 Filed Aug 22, 2024 21:35 UTC SaleClass A Common Stock 29,932 $64.93 $1,943,460.81
Disclosure

SEC source: 0001562180-24-006471 · primarydocument.xml · nonDerivative · entry 1

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012

Disclosed balance after: 83,762

F1 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $64.50 to $65.22, 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.

F2 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
August 19, 2024 Filed Aug 19, 2024 21:43 UTC SaleClass A Common Stock 5,068 $64.69 $327,829.15
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · nonDerivative · entry 10

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Resource Trust dated January 1, 2018

Disclosed balance after: 19,251

F5 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $64.50 to $65.12, 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.

F2 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
August 19, 2024 Filed Aug 19, 2024 21:43 UTC SaleClass A Common Stock 29,932 $64.69 $1,936,184.35
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · nonDerivative · entry 9

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012

Disclosed balance after: 113,694

F5 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $64.50 to $65.12, 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.

F2 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

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August 19, 2024 Filed Aug 20, 2024 20:51 UTC
MULSHINE BRENDAN MARTINEVP & Chief Revenue Officer
SaleClass A Common Stock 36,000 $64.62 $2,326,402.80
Disclosure

SEC source: 0001562180-24-006399 · primarydocument.xml · nonDerivative · entry 3

MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,000

F2 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $64.31 to $64.87, 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.

Read SEC document
August 16, 2024 Filed Aug 16, 2024 20:55 UTC GiftClass A Common Stock 138 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006321 · primarydocument.xml · nonDerivative · entry 4

Bienen Henry S · CIK 0001304250 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · In Leigh Buchanan Bienen 1997 Trust Dated November 10, 1997

Disclosed balance after: 27,429

F1 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
August 16, 2024 Filed Aug 16, 2024 20:55 UTC GiftClass A Common Stock 138 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006321 · primarydocument.xml · nonDerivative · entry 3

Bienen Henry S · CIK 0001304250 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · In Henry S. Bienen 1997 Trust Dated November 10, 1997

Disclosed balance after: 24,476

F1 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
August 16, 2024 Filed Aug 19, 2024 21:43 UTC SaleClass A Common Stock 804 $64.54 $51,890.16
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · nonDerivative · entry 8

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Resource Trust dated January 1, 2018

Disclosed balance after: 24,319

F4 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $64.50 to $64.76, 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.

F2 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
August 16, 2024 Filed Aug 19, 2024 21:43 UTC SaleClass A Common Stock 4,751 $64.54 $306,629.54
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · nonDerivative · entry 7

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012

Disclosed balance after: 143,626

F4 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $64.50 to $64.76, 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.

F2 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 20:51 UTC
MULSHINE BRENDAN MARTINEVP & Chief Revenue Officer
ConversionCommon Units · Derivative 44,317 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006399 · primarydocument.xml · derivative · entry 6

MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 674,235

Underlying: Class A Common Stock · 44,317 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 20:51 UTC
MULSHINE BRENDAN MARTINEVP & Chief Revenue Officer
ConversionClass A Common Stock 44,317 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006399 · primarydocument.xml · nonDerivative · entry 2

MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,000

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.

Read SEC document
August 16, 2024 Filed Aug 20, 2024 20:51 UTC
MULSHINE BRENDAN MARTINEVP & Chief Revenue Officer
ConversionClass B Common Stock 44,317 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006399 · primarydocument.xml · nonDerivative · entry 1

MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 674,235

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 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, par value $0.001 per share, ("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.

Read SEC document
August 15, 2024 Filed Aug 15, 2024 21:51 UTC
BICKHAM JEREMIAH RAWLINSEVP & Chief Finical Officer
SaleClass A Common Stock 23,767 $64.40 $1,530,613.81
Disclosure

SEC source: 0001562180-24-006299 · primarydocument.xml · nonDerivative · entry 4

BICKHAM JEREMIAH RAWLINS · CIK 0001871157 · EVP & Chief Finical Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,078

F3 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $64.12 to $65.01 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.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 21:43 UTC ConversionCommon Units · Derivative 25,340 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · derivative · entry 13

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Resource Trust dated January 1, 2018

Disclosed balance after: 696,232

Underlying: Class A Common Stock · 25,340 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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 his pecuniary interest therein.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 21:43 UTC ConversionCommon Units · Derivative 149,660 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · derivative · entry 12

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012

Disclosed balance after: 4,112,039

Underlying: Class A Common Stock · 149,660 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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 his pecuniary interest therein.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 21:43 UTC SaleClass A Common Stock 217 $65.02 $14,109.54
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · nonDerivative · entry 6

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Resource Trust dated January 1, 2018

Disclosed balance after: 25,123

F3 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $65.00 to $65.09, 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.

F2 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 21:43 UTC SaleClass A Common Stock 1,283 $65.02 $83,421.81
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · nonDerivative · entry 5

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012

Disclosed balance after: 148,377

F3 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $65.00 to $65.09, 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.

F2 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 21:43 UTC ConversionClass A Common Stock 25,340 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · nonDerivative · entry 4

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Resource Trust dated January 1, 2018

Disclosed balance after: 25,340

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 his pecuniary interest therein.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 21:43 UTC ConversionClass B Common Stock 25,340 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · nonDerivative · entry 3

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Resource Trust dated January 1, 2018

Disclosed balance after: 696,232

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 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, par value $0.001 per share, ("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 his pecuniary interest therein.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 21:43 UTC ConversionClass A Common Stock 149,660 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · nonDerivative · entry 2

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012

Disclosed balance after: 149,660

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 his pecuniary interest therein.

Read SEC document
August 15, 2024 Filed Aug 19, 2024 21:43 UTC ConversionClass B Common Stock 149,660 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006365 · primarydocument.xml · nonDerivative · entry 1

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By the Louise M. Cortezi Family Trust dated April 7, 2012

Disclosed balance after: 4,112,039

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 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, par value $0.001 per share, ("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 his pecuniary interest therein.

Read SEC document
August 14, 2024 Filed Aug 15, 2024 21:51 UTC
BICKHAM JEREMIAH RAWLINSEVP & Chief Finical Officer
SaleClass A Common Stock 26,233 $65.18 $1,709,861.69
Disclosure

SEC source: 0001562180-24-006299 · primarydocument.xml · nonDerivative · entry 3

BICKHAM JEREMIAH RAWLINS · CIK 0001871157 · EVP & Chief Finical Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,845

F2 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $65.00 to $65.60, 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.

Read SEC document
August 14, 2024 Filed Aug 16, 2024 20:55 UTC GiftClass A Common Stock 1,104 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006321 · primarydocument.xml · nonDerivative · entry 2

Bienen Henry S · CIK 0001304250 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · In Leigh Buchanan Bienen 1997 Trust Dated November 10, 1997

Disclosed balance after: 27,567

F1 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
August 14, 2024 Filed Aug 16, 2024 20:55 UTC GiftClass A Common Stock 1,104 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006321 · primarydocument.xml · nonDerivative · entry 1

Bienen Henry S · CIK 0001304250 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · In Henry S. Bienen 1997 Trust Dated November 10, 1997

Disclosed balance after: 24,614

F1 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 21:51 UTC
BICKHAM JEREMIAH RAWLINSEVP & Chief Finical Officer
ConversionCommon Units · Derivative 50,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-006299 · primarydocument.xml · derivative · entry 5

BICKHAM JEREMIAH RAWLINS · CIK 0001871157 · EVP & Chief Finical Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 229,508

Underlying: Class A Common Stock · 50,000 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.

F4 · derivative.exercise_price: Each Common Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Common Units do not expire.

F1 · price: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in 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, par value $0.001 per share, ("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.

F4 · derivative.exercise_date: Each Common Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Common Units do not expire.

F4 · derivative.expiration_date: Each Common Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Common Units do not expire.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 21:51 UTC
BICKHAM JEREMIAH RAWLINSEVP & Chief Finical Officer
ConversionClass A Common Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006299 · primarydocument.xml · nonDerivative · entry 2

BICKHAM JEREMIAH RAWLINS · CIK 0001871157 · EVP & Chief Finical Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,078

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.

Read SEC document
August 13, 2024 Filed Aug 15, 2024 21:51 UTC
BICKHAM JEREMIAH RAWLINSEVP & Chief Finical Officer
ConversionClass B Common Stock 50,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006299 · primarydocument.xml · nonDerivative · entry 1

BICKHAM JEREMIAH RAWLINS · CIK 0001871157 · EVP & Chief Finical Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 229,508

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 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, par value $0.001 per share, ("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.

Read SEC document
August 09, 2024 Filed Aug 9, 2024 20:31 UTC
TURNER TIMOTHY WILLIAMDirector · President
ConversionCommon Units · Derivative 2,000,000 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006132 · primarydocument.xml · derivative · entry 4

TURNER TIMOTHY WILLIAM · CIK 0001870059 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,156,186

Underlying: Class A Common Stock · 2,000,000 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.

F4 · derivative.exercise_date: Each Common Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Common Units do not expire.

F4 · derivative.expiration_date: Each Common Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Common Units do not expire.

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August 09, 2024 Filed Aug 9, 2024 20:31 UTC
TURNER TIMOTHY WILLIAMDirector · President
SaleClass A Common Stock 2,000,000 $62.45 $124,900,000.00
Disclosure

SEC source: 0001562180-24-006132 · primarydocument.xml · nonDerivative · entry 3

TURNER TIMOTHY WILLIAM · CIK 0001870059 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,095

F2 · kind: These shares were sold by the Reporting Person primarily in connection with a negotiation of separation of assets in anticipation of a potential divorce settlement.

F3 · price: The shares of Class A Common Stock were sold pursuant to a block trade transaction at a discount from the market price.

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August 09, 2024 Filed Aug 9, 2024 20:31 UTC
TURNER TIMOTHY WILLIAMDirector · President
ConversionClass A Common Stock 2,000,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006132 · primarydocument.xml · nonDerivative · entry 2

TURNER TIMOTHY WILLIAM · CIK 0001870059 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,008,095

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.

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August 09, 2024 Filed Aug 9, 2024 20:31 UTC
TURNER TIMOTHY WILLIAMDirector · President
ConversionClass B Common Stock 2,000,000 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-006132 · primarydocument.xml · nonDerivative · entry 1

TURNER TIMOTHY WILLIAM · CIK 0001870059 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,156,186

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 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, par value $0.001 per share, ("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.

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June 14, 2024 Filed Jun 18, 2024 20:23 UTC GiftClass A Common Stock 1,248 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-005164 · primarydocument.xml · nonDerivative · entry 3

Bienen Henry S · CIK 0001304250 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · In Leigh Buchanan Bienen 1997 Trust Dated November 10, 1997

Disclosed balance after: 28,671

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June 14, 2024 Filed Jun 18, 2024 20:23 UTC GiftClass A Common Stock 1,248 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-005164 · primarydocument.xml · nonDerivative · entry 2

Bienen Henry S · CIK 0001304250 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · In Henry S. Bienen 1997 Trust Dated November 10, 1997

Disclosed balance after: 25,718

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June 14, 2024 Filed Jun 18, 2024 20:23 UTC GiftClass A Common Stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-005164 · primarydocument.xml · nonDerivative · entry 1

Bienen Henry S · CIK 0001304250 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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May 28, 2024 Filed Sep 2, 2025 20:29 UTC OtherClass A Common Stock 4.311 $54.61 $235.42
Disclosure

SEC source: 0001145038-25-000004 · wk-form5_1756859370.xml · nonDerivative · entry 2

RYAN PATRICK G JR · CIK 0001145038 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 256,073.283

F1 · shares: Represents shares acquired by the reporting person's spouse pursuant to brokerage dividend reinvestments elected prior to the reporting person becoming an insider. The reported transactions originally qualified for deferred reporting pursuant to Rule 16a-6 of the Securities Exchange Act of 1934.

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April 30, 2024 Filed May 2, 2024 17:07 UTC GrantClass A Common Stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003720 · primarydocument.xml · nonDerivative · entry 1

COLLINS MICHELLE L · CIK 0001057687 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,139

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 8,139 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.

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April 30, 2024 Filed May 2, 2024 21:11 UTC GrantClass A Common Stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003724 · primarydocument.xml · nonDerivative · entry 1

ROGERS JOHN W JR · CIK 0000938885 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,353

F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant

F2 · 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.

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April 30, 2024 Filed May 2, 2024 17:10 UTC GrantClass A Common Stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003723 · primarydocument.xml · nonDerivative · entry 1

OHALLERAN MICHAEL D · CIK 0001023265 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 230,883

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 12,250 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.

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April 30, 2024 Filed May 2, 2024 17:12 UTC GrantClass A Common Stock 1,273 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003726 · primarydocument.xml · nonDerivative · entry 1

RYAN PATRICK G JR · CIK 0001145038 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 253,408

F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant

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April 30, 2024 Filed May 2, 2024 21:14 UTC GrantClass A Common Stock 1,692 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003728 · primarydocument.xml · nonDerivative · entry 1

Kuczinski Anthony J · CIK 0001976607 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,692

F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant

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April 30, 2024 Filed May 2, 2024 21:09 UTC GrantClass A Common Stock 2,697 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003722 · primarydocument.xml · nonDerivative · entry 1

CORTEZI NICHOLAS DOMINIC · CIK 0001869971 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,697

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.

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April 30, 2024 Filed May 2, 2024 17:12 UTC GrantClass A Common Stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003725 · primarydocument.xml · nonDerivative · entry 1

FINDLAY D CAMERON · CIK 0001246570 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,405

F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant

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April 30, 2024 Filed May 2, 2024 17:06 UTC GrantClass A Common Stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003719 · primarydocument.xml · nonDerivative · entry 1

BOLGER DAVID P · CIK 0001220116 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,500

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.

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April 30, 2024 Filed May 2, 2024 21:05 UTC GrantClass A Common Stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003718 · primarydocument.xml · nonDerivative · entry 1

Bienen Henry S · CIK 0001304250 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,496

F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant

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April 30, 2024 Filed May 2, 2024 21:08 UTC GrantClass A Common Stock 2,297 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003721 · primarydocument.xml · nonDerivative · entry 1

Cornelli Francesca · CIK 0001831818 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,297

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.

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April 01, 2024 Filed Apr 2, 2024 20:52 UTC
TURNER TIMOTHY WILLIAMDirector · President
Exercise / conversionRestricted LLC Units · Derivative 6,979 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003179 · primarydocument.xml · derivative · entry 3

TURNER TIMOTHY WILLIAM · CIK 0001870059 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,978

Underlying: Class A Common Stock · 6,979 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.

F2 · derivative.exercise_price: On March 18, 2022, the Reporting Person was granted 20,936 Restricted LLC Units which vest in three equal instalments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments.

F2 · derivative.exercise_date: On March 18, 2022, the Reporting Person was granted 20,936 Restricted LLC Units which vest in three equal instalments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments.

F2 · derivative.expiration_date: On March 18, 2022, the Reporting Person was granted 20,936 Restricted LLC Units which vest in three equal instalments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments.

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April 01, 2024 Filed Apr 2, 2024 20:52 UTC
TURNER TIMOTHY WILLIAMDirector · President
Tax withholdingClass A Common Stock 2,942 $55.50 $163,281.00
Disclosure

SEC source: 0001562180-24-003179 · primarydocument.xml · nonDerivative · entry 2

TURNER TIMOTHY WILLIAM · CIK 0001870059 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,095

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April 01, 2024 Filed Apr 2, 2024 20:52 UTC
TURNER TIMOTHY WILLIAMDirector · President
Exercise / conversionClass A Common Stock 6,979 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-003179 · primarydocument.xml · nonDerivative · entry 1

TURNER TIMOTHY WILLIAM · CIK 0001870059 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,037

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 · price: The Restricted LLC Units vested and, at the option of the Issuer, settled into shares of Class A Common Stock.

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April 01, 2024 Filed Apr 2, 2024 20:54 UTC
KATZ MARK STEPHENEVP & General Counsel
Exercise / conversionRestricted LLC Units · Derivative 1,755 $0.00 $0.00
Disclosure

SEC source: 0001562180-24-003182 · primarydocument.xml · derivative · entry 3

KATZ MARK STEPHEN · CIK 0001869960 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,755

Underlying: Class A Common Stock · 1,755 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.

F2 · derivative.exercise_price: On March 18, 2022, the Reporting Person was granted 5,266 Restricted LLC Units which vest in three equal installments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments.

F2 · derivative.exercise_date: On March 18, 2022, the Reporting Person was granted 5,266 Restricted LLC Units which vest in three equal installments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments.

F2 · derivative.expiration_date: On March 18, 2022, the Reporting Person was granted 5,266 Restricted LLC Units which vest in three equal installments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments.

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April 01, 2024 Filed Apr 2, 2024 20:54 UTC
KATZ MARK STEPHENEVP & General Counsel
Tax withholdingClass A Common Stock 869 $55.50 $48,229.50
Disclosure

SEC source: 0001562180-24-003182 · primarydocument.xml · nonDerivative · entry 2

KATZ MARK STEPHEN · CIK 0001869960 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,386

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April 01, 2024 Filed Apr 2, 2024 20:54 UTC
KATZ MARK STEPHENEVP & General Counsel
Exercise / conversionClass A Common Stock 1,755 Not disclosed Not disclosed
Disclosure

SEC source: 0001562180-24-003182 · primarydocument.xml · nonDerivative · entry 1

KATZ MARK STEPHEN · CIK 0001869960 · EVP & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,255

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 · price: The Restricted LLC Units vested and, at the option of the Issuer, settled into shares of Class A Common Stock.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.