Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | EVP & CHRO | August 13, 2026 | August 14, 2026 |
| WSFS FINANCIAL CORPWSFS · Entity 4058 | Chief Human Resources Officer | April 15, 2023 | April 18, 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 August 13, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,153 |
Reported balance
After 2026-08-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-13 · Sale · Disposed 2,043 · Balance 8,153 F1: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were sold in multiple transactions ranging from $42.26 to $42.28, 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were sold in multiple transactions ranging from $42.26 to $42.28, 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.
WSFS FINANCIAL CORP
Report date April 15, 2023 · Filed April 18, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,544 |
Reported balance
After 2023-04-15 transaction · row 1
1 source rowRow 1 · 2023-04-15 · Tax withholding · Disposed 499 · Balance 11,544 F1: Represents shares withheld to cover taxes due on vested restricted stock units |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to cover taxes due on vested restricted stock units
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 |
|---|---|---|---|---|---|---|
| August 13, 2026 Filed Aug 14, 2026 21:24 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 2,043 | $42.26 | $86,343.92 |
DisclosureSEC source: 0001823013-26-000009 · wk-form4_1786742651.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,153 F1 · balance_after: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were sold in multiple transactions ranging from $42.26 to $42.28, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock sold at each separate price in the ranges set forth in this footnote. Read SEC document |
| August 04, 2026 Filed Aug 6, 2026 20:57 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantExecutive Chairman Stock Option · Derivative | 22,920 | $0.00 Strike: $43.63 | $0.00 |
DisclosureSEC source: 0001823013-26-000006 · wk-form4_1786049857.xml · derivative · entry 1 Conklin Michael · CIK 0001823013 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,920 Underlying: Class A Common Stock · 22,920 shares Expires 2036-08-04 F1 · derivative.exercise_date: The stock options vest in equal amounts on October 1, 2029, 2030 and 2031 and are exercisable on a 1-for-1 basis for shares of Class A common stock, par value $0.001 per share, of the Issuer. Such grant was approved by the compensation and governance committee of the board of the Issuer for the purposes of rule 16(b)(3). Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:37 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionRestricted Stock Unit · Derivative | 7,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001823013-26-000004 · wk-form4_1775162228.xml · derivative · entry 3 Conklin Michael · CIK 0001823013 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,908 Underlying: Class A Common Stock · 7,637 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 · 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. F3 · derivative.exercise_date: The Restricted Stock Units vest in five equal annual installments beginning April 1, 2025. F3 · derivative.expiration_date: The Restricted Stock Units vest in five equal annual installments beginning April 1, 2025. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:37 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Tax withholdingClass A Common Stock | 2,176 | $33.74 | $73,418.24 |
DisclosureSEC source: 0001823013-26-000004 · wk-form4_1775162228.xml · nonDerivative · entry 2 Conklin Michael · CIK 0001823013 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,196 F2 · shares: These shares were withheld to pay tax withholding obligations upon the vesting of of the restricted stock units. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 20:37 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionClass A Common Stock | 7,637 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001823013-26-000004 · wk-form4_1775162228.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,372 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: Each Restricted Stock Unit represents a contingent right to receive on vesting one share of Class A Common Stock of Ryan Specialty Holdings, Inc. Read SEC document |
| March 03, 2026 Filed Mar 5, 2026 21:54 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantRestricted Stock Unit · Derivative | 24,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001823013-26-000002 · wk-form4_1772747665.xml · derivative · entry 1 Conklin Michael · CIK 0001823013 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,869 Underlying: Class A Common Stock · 24,869 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 three equal annual installments beginning on April 1, 2029. F2 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments beginning on April 1, 2029. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 22:56 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionRestricted Stock Unit · Derivative | 7,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016323 · wk-form4_1743634589.xml · derivative · entry 3 Conklin Michael · CIK 0001823013 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,545 Underlying: Class A Common Stock · 7,637 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: The RSUs were granted on March 15, 2024 and vest in five equal annual installments beginning April 1, 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). On April 1, 2025, 7,637 RSUs vested. Each RSU represents a contingent right to receive on vesting one share of Class A common stock of the Issuer. F2 · derivative.exercise_date: The RSUs were granted on March 15, 2024 and vest in five equal annual installments beginning April 1, 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). On April 1, 2025, 7,637 RSUs vested. Each RSU represents a contingent right to receive on vesting one share of Class A common stock of the Issuer. F2 · derivative.expiration_date: The RSUs were granted on March 15, 2024 and vest in five equal annual installments beginning April 1, 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). On April 1, 2025, 7,637 RSUs vested. Each RSU represents a contingent right to receive on vesting one share of Class A common stock of the Issuer. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 22:56 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Tax withholdingClass A Common Stock | 2,902 | $73.87 | $214,370.74 |
DisclosureSEC source: 0001628280-25-016323 · wk-form4_1743634589.xml · nonDerivative · entry 2 Conklin Michael · CIK 0001823013 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,735 Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 22:56 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 7,637 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-016323 · wk-form4_1743634589.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · EVP & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,637 F1 · price: The Restricted Stock Units of the Issuer ("RSUs") vested into shares of Class A common stock of the Issuer. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 21:01 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | 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 |
| April 15, 2023 Filed Apr 18, 2023 17:13 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 499 | $36.69 | $18,308.31 |
DisclosureSEC source: 0001562180-23-003595 · primarydocument.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,544 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:43 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 2,269 | $49.69 | $112,746.61 |
DisclosureSEC source: 0001562180-23-001924 · primarydocument.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,043 F1 · shares: 3 year vest (33% increments) with first vesting date of 4/15/2024 and final vesting date of 4/15/2026 F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| August 27, 2022 Filed Oct 3, 2022 19:46 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 287 | $49.08 | $14,085.96 |
DisclosureSEC source: 0001562180-22-006897 · primarydocument.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,774 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| April 15, 2022 Filed Apr 19, 2022 18:59 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 129 | $41.78 | $5,389.62 |
DisclosureSEC source: 0001562180-22-003448 · primarydocument.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,061 F1 · shares: Represents shares withheld to cover taxes due on vested restricted stock units Read SEC document |
| February 24, 2022 Filed Feb 28, 2022 21:42 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 5,332 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-001977 · primarydocument.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,980 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2023 and final vesting date of 4/15/2026 F2 · balance_after: Does not include performance-based RSUs, if any, held by the Reporting Person for which an assessment has not yet been made regarding the achievement of the applicable performance goals. Any such holding will be reported on a Form 4 within two business days of that date such assessment is made. Read SEC document |
| August 27, 2021 Filed Aug 30, 2021 16:48 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | Tax withholdingCommon Stock | 287 | $46.10 | $13,230.70 |
DisclosureSEC source: 0001562180-21-005624 · primarydocument.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,648 Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 02:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantStock Options (Right to buy) · Derivative | 5,007 | $0.00 Strike: $51.84 | $0.00 |
DisclosureSEC source: 0001552781-21-000078 · ownership.xml · derivative · entry 2 Conklin Michael · CIK 0001823013 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,007 Underlying: Common Stock · 5,007 shares Expires 2028-03-03 F1 · kind: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 F1 · derivative.exercise_date: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 Read SEC document |
| March 03, 2021 Filed Mar 6, 2021 02:03 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 1,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001552781-21-000078 · ownership.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,935 F1 · shares: 4 year vest (25% increments) with first vesting date of 4/15/2022 and final vesting date of 4/15/2025 Read SEC document |
| August 27, 2020 Filed Aug 31, 2020 23:53 UTC | WSFS FINANCIAL CORP WSFS · Entity 4058 | GrantCommon Stock | 3,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001552781-20-000467 · ownership.xml · nonDerivative · entry 1 Conklin Michael · CIK 0001823013 · EVP, Chief Human Resources Off 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,344 F1 · shares: Represents the award of restricted stock units ("RSUs") that convert into common stock on a one-for-one basis. 25% of these RSUs vest annually over 4 years, commencing on August 27, 2021. 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.