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 |
|---|---|---|---|---|---|---|
| April 01, 2024 Filed Apr 2, 2024 20:55 UTC |
MULSHINE BRENDAN MARTINEVP & Chief Revenue Officer
|
Exercise / conversionRestricted LLC Units · Derivative | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003185 · primarydocument.xml · derivative · entry 4 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,226 Underlying: Class A Common Stock · 1,227 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. F3 · derivative.exercise_price: On March 18, 2022, the Reporting Person was granted 3,680 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. F3 · derivative.exercise_date: On March 18, 2022, the Reporting Person was granted 3,680 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. F3 · derivative.expiration_date: On March 18, 2022, the Reporting Person was granted 3,680 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. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:55 UTC |
MULSHINE BRENDAN MARTINEVP & Chief Revenue Officer
|
Tax withholdingClass A Common Stock | 544 | $55.50 | $30,192.00 |
DisclosureSEC source: 0001562180-24-003185 · 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: 683 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:55 UTC |
MULSHINE BRENDAN MARTINEVP & Chief Revenue Officer
|
Exercise / conversionClass A Common Stock | 1,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-003185 · 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: 1,227 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. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:52 UTC |
BICKHAM JEREMIAH RAWLINSEVP & Chief Finical Officer
|
Exercise / conversionRestricted LLC Units · Derivative | 1,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003180 · primarydocument.xml · derivative · entry 3 BICKHAM JEREMIAH RAWLINS · CIK 0001871157 · EVP & Chief Finical Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,831 Underlying: Class A Common Stock · 1,832 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 5,495 Restricted LLC Units which vest in three equal installments on each of 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 5,495 Restricted LLC Units which vest in three equal installments on each of 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 5,495 Restricted LLC Units which vest in three equal installments on each of 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. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:52 UTC |
BICKHAM JEREMIAH RAWLINSEVP & Chief Finical Officer
|
Tax withholdingClass A Common Stock | 754 | $55.50 | $41,847.00 |
DisclosureSEC source: 0001562180-24-003180 · 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: 1,078 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:52 UTC |
BICKHAM JEREMIAH RAWLINSEVP & Chief Finical Officer
|
Exercise / conversionClass A Common Stock | 1,832 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-003180 · 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: 1,832 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. Read SEC document |
| March 28, 2024 Filed Sep 2, 2025 20:29 UTC |
RYAN PATRICK G JRDirector
|
OtherClass A Common Stock | 12.972 | $55.64 | $721.76 |
DisclosureSEC source: 0001145038-25-000004 · wk-form5_1756859370.xml · nonDerivative · entry 1 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,068.972 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. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:01 UTC |
Conklin MichaelEVP & CHRO
|
GrantRestricted Stock Unit · Derivative | 38,182 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-002814 · primarydocument.xml · derivative · entry 1 Conklin Michael · CIK 0001823013 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,182 Underlying: Class A Common Stock · 38,182 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive on vesting one share of Class A Common Stock of Ryan Specialty Holdings, Inc. F2 · derivative.exercise_date: The Restricted Stock Units vest in five equal annual installments beginning April 1, 2025. F2 · derivative.expiration_date: The Restricted Stock Units vest in five equal annual installments beginning April 1, 2025. Read SEC document |
| December 05, 2023 Filed Dec 7, 2023 21:52 UTC |
RYAN PATRICK GDirector · Chief Executive Officer · 10% owner
|
GiftClass A Common Stock | 2,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-008200 · primarydocument.xml · nonDerivative · entry 1 RYAN PATRICK G · CIK 0001145037 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Insider Living Trusts Disclosed balance after: 13,118,407 F1 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. F2 · ownership.nature: By reporting person and spouse, as co-trustees of the Patrick G. Ryan Living Trust dated July 10, 2001 and the Shirley W. Ryan Living Trust dated July 10, 2001, with the reported gift made 50% from each trust. Read SEC document |
| November 13, 2023 Filed Nov 15, 2023 17:00 UTC |
BOLGER DAVID PDirector
|
SaleClass A Common Stock | 10,580 | $44.58 | $471,656.40 |
DisclosureSEC source: 0001209191-23-055364 · doc4.xml · nonDerivative · entry 1 BOLGER DAVID P · CIK 0001220116 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · David P. Bolger Revocable Trust dated 10/30/1995 Disclosed balance after: 85,204 F1 · price: The price reported is a weighted average price. These shares of Class A Common Stock of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $44.54 to $44.63, 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 of the Issuer sold at each separate price in the ranges set forth in this footnote. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 21:00 UTC |
Bienen Henry SDirector
|
GiftClass A Common Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047974 · doc4.xml · nonDerivative · entry 2 Bienen Henry S · CIK 0001304250 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 27,423 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 |
| August 30, 2023 Filed Sep 1, 2023 21:00 UTC |
Bienen Henry SDirector
|
GiftClass A Common Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047974 · doc4.xml · nonDerivative · entry 1 Bienen Henry S · CIK 0001304250 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 24,470 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 |
| August 18, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionCommon Units · Derivative | 4,283 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-046593 · doc4.xml · derivative · entry 13 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: 4,261,699 Underlying: Class A Common Stock · 4,283 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. F1 · price: 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. F6 · 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. F6 · 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 |
| August 18, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
SaleClass A Common Stock | 4,283 | $44.68 | $191,353.30 |
DisclosureSEC source: 0001209191-23-046593 · doc4.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: 0 F5 · price: The price reported is a weighted average price. These shares of Class A Common Stock were sold in multiple transactions ranging from $44.18 to $44.86, 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 |
| August 18, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass A Common Stock | 4,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046593 · doc4.xml · nonDerivative · entry 8 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: 4,283 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 |
| August 18, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass B Common Stock | 4,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046593 · doc4.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: 4,261,699 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 |
| August 17, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionCommon Units · Derivative | 25,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-046593 · doc4.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: 4,265,982 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. F1 · price: 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. F6 · 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. F6 · 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 |
| August 17, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
SaleClass A Common Stock | 25,000 | $45.05 | $1,126,362.50 |
DisclosureSEC source: 0001209191-23-046593 · doc4.xml · nonDerivative · entry 6 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: 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 $44.46 to $45.27, 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 |
| August 17, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046593 · doc4.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: 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 |
| August 17, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046593 · doc4.xml · nonDerivative · entry 4 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: 4,265,982 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 |
| August 16, 2023 Filed Aug 16, 2023 19:02 UTC |
PASCHAL-ALCORN LISA JOSee Remarks
|
SaleClass A Common Stock | 42,762 | $45.01 | $1,924,739.00 |
DisclosureSEC source: 0001209191-23-046118 · doc4.xml · nonDerivative · entry 2 PASCHAL-ALCORN LISA JO · CIK 0001870017 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,660 F2 · price: The price reported is a weighted average price. These shares of Class A Common Stock of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $45.00 to $45.11, 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 Common Stock sold at each separate price in the ranges set forth in this footnote. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionCommon Units · Derivative | 25,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-046593 · doc4.xml · derivative · entry 11 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: 4,290,982 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. F1 · price: 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. F6 · 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. F6 · 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 |
| August 16, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
SaleClass A Common Stock | 25,000 | $44.68 | $1,116,930.00 |
DisclosureSEC source: 0001209191-23-046593 · doc4.xml · nonDerivative · entry 3 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: 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 $44.06 to $44.94, 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 |
| August 16, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046593 · doc4.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: 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 |
| August 16, 2023 Filed Aug 18, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046593 · doc4.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: 4,290,982 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 |
| August 15, 2023 Filed Aug 16, 2023 23:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionCommon Units · Derivative | 25,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-046112 · doc4.xml · derivative · 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: 4,315,982 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. F1 · price: 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. 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 |
| August 15, 2023 Filed Aug 16, 2023 23:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
SaleClass A Common Stock | 25,000 | $44.47 | $1,111,630.00 |
DisclosureSEC source: 0001209191-23-046112 · doc4.xml · nonDerivative · entry 6 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: 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 $44.33 to $44.67, 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 |
| August 15, 2023 Filed Aug 16, 2023 23:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046112 · doc4.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: 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. Read SEC document |
| August 15, 2023 Filed Aug 16, 2023 23:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046112 · doc4.xml · nonDerivative · entry 4 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: 4,315,982 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 |
| August 14, 2023 Filed Aug 16, 2023 19:02 UTC |
PASCHAL-ALCORN LISA JOSee Remarks
|
SaleClass A Common Stock | 2,202 | $45.00 | $99,095.06 |
DisclosureSEC source: 0001209191-23-046118 · doc4.xml · nonDerivative · entry 1 PASCHAL-ALCORN LISA JO · CIK 0001870017 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,422 F1 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001 per share, of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $45.00 to $45.01, 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 Common Stock sold at each separate price in the ranges set forth in this footnote. Read SEC document |
| August 14, 2023 Filed Aug 16, 2023 23:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionCommon Units · Derivative | 25,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-046112 · doc4.xml · derivative · entry 8 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: 4,340,982 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. F1 · price: 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. 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 |
| August 14, 2023 Filed Aug 16, 2023 23:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
SaleClass A Common Stock | 25,000 | $44.67 | $1,116,727.50 |
DisclosureSEC source: 0001209191-23-046112 · doc4.xml · nonDerivative · entry 3 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: 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 $44.26 to $44.81, 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 |
| August 14, 2023 Filed Aug 16, 2023 23:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046112 · doc4.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: 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 |
| August 14, 2023 Filed Aug 16, 2023 23:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046112 · doc4.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: 4,340,982 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 |
| August 11, 2023 Filed Aug 14, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionCommon Units · Derivative | 25,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-045668 · doc4.xml · derivative · 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: 4,365,982 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. F1 · price: 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. 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 |
| August 11, 2023 Filed Aug 14, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
SaleClass A Common Stock | 25,000 | $44.08 | $1,101,995.00 |
DisclosureSEC source: 0001209191-23-045668 · doc4.xml · nonDerivative · entry 6 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: 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 $44.00 to $44.30, 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 |
| August 11, 2023 Filed Aug 14, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045668 · doc4.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: 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. Read SEC document |
| August 11, 2023 Filed Aug 14, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045668 · doc4.xml · nonDerivative · entry 4 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: 4,365,982 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 |
| August 10, 2023 Filed Aug 14, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionCommon Units · Derivative | 10,899 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-045668 · doc4.xml · derivative · entry 8 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: 4,390,982 Underlying: Class A Common Stock · 10,899 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. F1 · price: 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. 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 |
| August 10, 2023 Filed Aug 14, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
SaleClass A Common Stock | 10,899 | $44.13 | $481,007.75 |
DisclosureSEC source: 0001209191-23-045668 · doc4.xml · nonDerivative · entry 3 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: 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 $44.00 to $44.36, 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 |
| August 10, 2023 Filed Aug 14, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass A Common Stock | 10,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045668 · doc4.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: 10,899 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 |
| August 10, 2023 Filed Aug 14, 2023 21:00 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass B Common Stock | 10,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045668 · doc4.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: 4,390,982 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 |
| August 09, 2023 Filed Aug 10, 2023 21:23 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionCommon Units · Derivative | 25,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-045329 · doc4.xml · derivative · 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: 4,401,881 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. F1 · price: 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. 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 |
| August 09, 2023 Filed Aug 10, 2023 21:23 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
SaleClass A Common Stock | 25,000 | $44.04 | $1,100,927.50 |
DisclosureSEC source: 0001209191-23-045329 · doc4.xml · nonDerivative · entry 6 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: 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 $44.00 to $44.11, 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 |
| August 09, 2023 Filed Aug 10, 2023 21:23 UTC |
CORTEZI NICHOLAS DOMINICDirector
|
ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045329 · doc4.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: 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. Read SEC document |
| August 09, 2023 Filed Aug 10, 2023 21:23 UTC |
CORTEZI NICHOLAS DOMINICDirector
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ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045329 · doc4.xml · nonDerivative · entry 4 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: 4,401,881 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 |
| August 08, 2023 Filed Aug 10, 2023 21:23 UTC |
CORTEZI NICHOLAS DOMINICDirector
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ConversionCommon Units · Derivative | 129 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-045329 · doc4.xml · derivative · entry 8 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: 4,426,881 Underlying: Class A Common Stock · 129 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. F1 · price: 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. 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 |
| August 08, 2023 Filed Aug 10, 2023 21:23 UTC |
CORTEZI NICHOLAS DOMINICDirector
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SaleClass A Common Stock | 129 | $44.09 | $5,687.00 |
DisclosureSEC source: 0001209191-23-045329 · doc4.xml · nonDerivative · entry 3 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: 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 $44.00 to $44.11, 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 |
| August 08, 2023 Filed Aug 10, 2023 21:23 UTC |
CORTEZI NICHOLAS DOMINICDirector
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ConversionClass A Common Stock | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045329 · doc4.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: 129 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 |
| August 08, 2023 Filed Aug 10, 2023 21:23 UTC |
CORTEZI NICHOLAS DOMINICDirector
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ConversionClass B Common Stock | 129 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045329 · doc4.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: 4,426,881 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.