Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Director | May 01, 2023 | May 02, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
RYAN SPECIALTY HOLDINGS, INC.
Report date May 01, 2023 · Filed May 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 30,004 |
Reported balance
After 2023-05-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-05-01 · Grant · Acquired 2,814 · Balance 30,004 F1: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2: Includes 10,004 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. |
| Class A Common StockSEC Table I · non-derivative | IndirectSee Footnote | 780,820 |
Reported balance
Holding disclosure · report date 2023-05-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 780,820 F3: The securities are held directly in (i) a trust and (ii) in a partnership for the benefit of the reporting person's family. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors.
F2: Includes 10,004 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors.
F3: The securities are held directly in (i) a trust and (ii) in a partnership for the benefit of the reporting person's family. 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.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 01, 2023 Filed May 2, 2023 18:14 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,814 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026680 · doc4.xml · nonDerivative · entry 1 DEVERS WILLIAM J JR · CIK 0001201816 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,004 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 10,004 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 16:09 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-035361 · doc4.xml · nonDerivative · entry 1 DEVERS WILLIAM J JR · CIK 0001201816 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,190 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2 · balance_after: Includes 7,190 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 16:46 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 4,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020544 · doc4.xml · nonDerivative · entry 1 DEVERS WILLIAM J JR · CIK 0001201816 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,361 F1 · shares: The reported securities represents Restricted Stock Units that were fully vested upon grant for which the reporting person has elected to defer settlement until his separation from service on the board of directors. F2 · balance_after: Includes 4,361 Restricted Stock Units that were fully vested upon grant for which the reporting person has elected to defer settlement until his separation from service on the board of directors. Read SEC document |
| July 26, 2021 Filed Jul 28, 2021 16:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 20,000 | $23.50 | $470,000.00 |
DisclosureSEC source: 0000899243-21-030348 · doc4.xml · nonDerivative · entry 1 DEVERS WILLIAM J JR · CIK 0001201816 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 18:28 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Disposition to issuerCommon Units [Obligation to Sell] · Derivative | 137,792 | $22.33 | $3,076,206.40 |
DisclosureSEC source: 0000899243-21-029750 · doc4.xml · derivative · entry 1 DEVERS WILLIAM J JR · CIK 0001201816 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Class A Common Stock · 137,792 shares Expires not disclosed F1 · derivative.exercise_price: Represents Common Units of Ryan Specialty Group, LLC ("Common Units") sold to the Issuer pursuant to the Mandatory Participation described in the Issuer's preliminary prospectus filed on July 12, 2021 for cash in an amount equal to the Issuer's initial public offering price per share less underwriting discounts and commissions. Such sale was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F1 · derivative.exercise_date: Represents Common Units of Ryan Specialty Group, LLC ("Common Units") sold to the Issuer pursuant to the Mandatory Participation described in the Issuer's preliminary prospectus filed on July 12, 2021 for cash in an amount equal to the Issuer's initial public offering price per share less underwriting discounts and commissions. Such sale was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F1 · derivative.expiration_date: Represents Common Units of Ryan Specialty Group, LLC ("Common Units") sold to the Issuer pursuant to the Mandatory Participation described in the Issuer's preliminary prospectus filed on July 12, 2021 for cash in an amount equal to the Issuer's initial public offering price per share less underwriting discounts and commissions. Such sale was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of his/her pecuniary interest therein. F3 · ownership.nature: Common Units are held in (i) a trust and (ii) in a partnership for the benefit of the Reporting Person's family. 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.