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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
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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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 OtherClass A Common Stock 12.972 $55.64 $721.76
Disclosure

SEC 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.

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March 15, 2024 Filed Mar 19, 2024 21:01 UTC
Conklin MichaelEVP & CHRO
GrantRestricted Stock Unit · Derivative 38,182 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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November 13, 2023 Filed Nov 15, 2023 17:00 UTC SaleClass A Common Stock 10,580 $44.58 $471,656.40
Disclosure

SEC 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.

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August 30, 2023 Filed Sep 1, 2023 21:00 UTC GiftClass A Common Stock 4,500 $0.00 $0.00
Disclosure

SEC 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.

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August 30, 2023 Filed Sep 1, 2023 21:00 UTC GiftClass A Common Stock 4,500 $0.00 $0.00
Disclosure

SEC 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.

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August 18, 2023 Filed Aug 18, 2023 21:00 UTC ConversionCommon Units · Derivative 4,283 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC 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 SaleClass A Common Stock 4,283 $44.68 $191,353.30
Disclosure

SEC 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 ConversionClass A Common Stock 4,283 $0.00 $0.00
Disclosure

SEC 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 ConversionClass B Common Stock 4,283 $0.00 $0.00
Disclosure

SEC 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 ConversionCommon Units · Derivative 25,000 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC 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 SaleClass A Common Stock 25,000 $45.05 $1,126,362.50
Disclosure

SEC 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 ConversionClass A Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 ConversionClass B Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 SaleClass A Common Stock 42,762 $45.01 $1,924,739.00
Disclosure

SEC 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 ConversionCommon Units · Derivative 25,000 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC 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 SaleClass A Common Stock 25,000 $44.68 $1,116,930.00
Disclosure

SEC 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 ConversionClass A Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 ConversionClass B Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 ConversionCommon Units · Derivative 25,000 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC 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 SaleClass A Common Stock 25,000 $44.47 $1,111,630.00
Disclosure

SEC 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 ConversionClass A Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 ConversionClass B Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 SaleClass A Common Stock 2,202 $45.00 $99,095.06
Disclosure

SEC 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 ConversionCommon Units · Derivative 25,000 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC 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 SaleClass A Common Stock 25,000 $44.67 $1,116,727.50
Disclosure

SEC 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 ConversionClass A Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 ConversionClass B Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 ConversionCommon Units · Derivative 25,000 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC 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 SaleClass A Common Stock 25,000 $44.08 $1,101,995.00
Disclosure

SEC 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 ConversionClass A Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 ConversionClass B Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 ConversionCommon Units · Derivative 10,899 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC 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 SaleClass A Common Stock 10,899 $44.13 $481,007.75
Disclosure

SEC 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 ConversionClass A Common Stock 10,899 $0.00 $0.00
Disclosure

SEC 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 ConversionClass B Common Stock 10,899 $0.00 $0.00
Disclosure

SEC 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 ConversionCommon Units · Derivative 25,000 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC 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 SaleClass A Common Stock 25,000 $44.04 $1,100,927.50
Disclosure

SEC 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 ConversionClass A Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 ConversionClass B Common Stock 25,000 $0.00 $0.00
Disclosure

SEC 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 ConversionCommon Units · Derivative 129 Not disclosed Strike: $0.00 Not disclosed
Disclosure

SEC 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.

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August 08, 2023 Filed Aug 10, 2023 21:23 UTC SaleClass A Common Stock 129 $44.09 $5,687.00
Disclosure

SEC 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.

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August 08, 2023 Filed Aug 10, 2023 21:23 UTC ConversionClass A Common Stock 129 $0.00 $0.00
Disclosure

SEC 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 ConversionClass B Common Stock 129 $0.00 $0.00
Disclosure

SEC 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.

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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.