Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Chief Financial Officer | July 22, 2026 | July 24, 2026 |
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 July 22, 2026 · Filed July 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 18,689 |
Ending reported balance
After 2026-07-22 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-22 · Exercise / conversion · Acquired 5,821 · Balance 20,395 F1: The Restricted LLC Units of New Ryan Specialty, LLC (the "LLC") vested and, at the option of the Issuer, settled into shares of Class A common stock of the Issuer. Row 2 · 2026-07-22 · Tax withholding · Disposed 1,706 · Balance 18,689 |
| Restricted LLC UnitsSEC Table II · derivative / convertible security | Direct | 40,747 |
Reported balance
After 2026-07-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-22 · Exercise / conversion · Disposed 5,821 · Balance 40,747 F2: Represents Restricted LLC Units of New Ryan Specialty, LLC granted on July 22, 2021 which vest 10% each year on the anniversary of the grant date from July 22, 2024 to July 22, 2030 and 30% on July 22, 2031. 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 and one share of Class B Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The Restricted LLC Units of New Ryan Specialty, LLC (the "LLC") vested and, at the option of the Issuer, settled into shares of Class A common stock of the Issuer.
F2: Represents Restricted LLC Units of New Ryan Specialty, LLC granted on July 22, 2021 which vest 10% each year on the anniversary of the grant date from July 22, 2024 to July 22, 2030 and 30% on July 22, 2031. 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 and one share of Class B Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock of the Issuer.
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 |
|---|---|---|---|---|---|---|
| July 22, 2026 Filed Jul 24, 2026 21:00 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionRestricted LLC Units · Derivative | 5,821 | $0.00 | $0.00 |
DisclosureSEC source: 0002039801-26-000008 · wk-form4_1784926850.xml · derivative · entry 3 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,747 Underlying: Class A Common Stock · 5,821 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: Represents Restricted LLC Units of New Ryan Specialty, LLC granted on July 22, 2021 which vest 10% each year on the anniversary of the grant date from July 22, 2024 to July 22, 2030 and 30% on July 22, 2031. 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 and one share of Class B Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock of the Issuer. F2 · derivative.exercise_date: Represents Restricted LLC Units of New Ryan Specialty, LLC granted on July 22, 2021 which vest 10% each year on the anniversary of the grant date from July 22, 2024 to July 22, 2030 and 30% on July 22, 2031. 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 and one share of Class B Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock of the Issuer. F2 · derivative.expiration_date: Represents Restricted LLC Units of New Ryan Specialty, LLC granted on July 22, 2021 which vest 10% each year on the anniversary of the grant date from July 22, 2024 to July 22, 2030 and 30% on July 22, 2031. 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 and one share of Class B Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock of the Issuer. Read SEC document |
| July 22, 2026 Filed Jul 24, 2026 21:00 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Tax withholdingClass A Common Stock | 1,706 | $40.89 | $69,758.34 |
DisclosureSEC source: 0002039801-26-000008 · wk-form4_1784926850.xml · nonDerivative · entry 2 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,689 Read SEC document |
| July 22, 2026 Filed Jul 24, 2026 21:00 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionClass A Common Stock | 5,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039801-26-000008 · wk-form4_1784926850.xml · nonDerivative · entry 1 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,395 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 of New Ryan Specialty, LLC (the "LLC") vested and, at the option of the Issuer, settled into shares of Class A common stock of the Issuer. Read SEC document |
| June 03, 2026 Filed Jun 4, 2026 12:05 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 6,300 | $31.79 | $200,292.75 |
DisclosureSEC source: 0002039801-26-000006 · wk-form4_1780574704.xml · nonDerivative · entry 1 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,574 F1 · price: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $31.17 to $32.13, 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 purchased at each separate price in the range set forth in this footnote. Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:28 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantExecutive Chairman Stock Option · Derivative | 33,715 | $0.00 Strike: $29.66 | $0.00 |
DisclosureSEC source: 0002039801-26-000004 · wk-form4_1778102880.xml · derivative · entry 1 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,715 Underlying: Class A Common Stock · 33,715 shares Expires 2036-05-05 F1 · derivative.exercise_date: The stock options vest in equal amounts on July 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 |
| March 03, 2026 Filed Mar 5, 2026 21:56 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantRestricted Stock Unit · Derivative | 29,843 | $0.00 | $0.00 |
DisclosureSEC source: 0002039801-26-000002 · wk-form4_1772747802.xml · derivative · entry 1 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,843 Underlying: Class A Common Stock · 29,843 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 |
| July 22, 2025 Filed Jul 23, 2025 22:46 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionRestricted LLC Units · Derivative | 5,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-035797 · wk-form4_1753310759.xml · derivative · entry 3 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,568 Underlying: Class A Common Stock · 5,821 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: Represents Restricted LLC Units of New Ryan Specialty, LLC granted on July 23, 2021 which vest 10% each year from July 22, 2024 to July 22, 2030 and 30% on July 22, 2031. 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 on vesting (i) one Common Unit of the LLC and one share of Class B common stock of the Issuer or (ii) at the option of the issuer, one share of Class A common stock of the Issuer. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock of the Issuer. F2 · derivative.exercise_date: Represents Restricted LLC Units of New Ryan Specialty, LLC granted on July 23, 2021 which vest 10% each year from July 22, 2024 to July 22, 2030 and 30% on July 22, 2031. 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 on vesting (i) one Common Unit of the LLC and one share of Class B common stock of the Issuer or (ii) at the option of the issuer, one share of Class A common stock of the Issuer. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock of the Issuer. F2 · derivative.expiration_date: Represents Restricted LLC Units of New Ryan Specialty, LLC granted on July 23, 2021 which vest 10% each year from July 22, 2024 to July 22, 2030 and 30% on July 22, 2031. 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 on vesting (i) one Common Unit of the LLC and one share of Class B common stock of the Issuer or (ii) at the option of the issuer, one share of Class A common stock of the Issuer. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock of the Issuer. Read SEC document |
| July 22, 2025 Filed Jul 23, 2025 22:46 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Tax withholdingClass A Common Stock | 2,312 | $65.27 | $150,904.24 |
DisclosureSEC source: 0001628280-25-035797 · wk-form4_1753310759.xml · nonDerivative · entry 2 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,274 Read SEC document |
| July 22, 2025 Filed Jul 23, 2025 22:46 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionClass A Common Stock | 5,821 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-035797 · wk-form4_1753310759.xml · nonDerivative · entry 1 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,586 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 of New Ryan Specialty, LLC (the "LLC") vested and, at the option of the Issuer, settled into shares of Class A common stock of the Issuer. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 23:04 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionRestricted LLC Units · Derivative | 458 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016333 · wk-form4_1743635084.xml · derivative · entry 3 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 458 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: Represents Restricted LLC Units of the LLC granted on March 18, 2022 which vested on April 1, 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 on vesting (i) one Common Unit of the LLC and one share of Class B common stock of the Issuer or (ii) at the option of the issuer, one share of Class A common stock of the Issuer. The Common Units are exchangeable on a one-for-one basis for Class A common stock. F2 · derivative.exercise_date: Represents Restricted LLC Units of the LLC granted on March 18, 2022 which vested on April 1, 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 on vesting (i) one Common Unit of the LLC and one share of Class B common stock of the Issuer or (ii) at the option of the issuer, one share of Class A common stock of the Issuer. The Common Units are exchangeable on a one-for-one basis for Class A common stock. F2 · derivative.expiration_date: Represents Restricted LLC Units of the LLC granted on March 18, 2022 which vested on April 1, 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 on vesting (i) one Common Unit of the LLC and one share of Class B common stock of the Issuer or (ii) at the option of the issuer, one share of Class A common stock of the Issuer. The Common Units are exchangeable on a one-for-one basis for Class A common stock. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 23:04 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Tax withholdingClass A Common Stock | 135 | $73.87 | $9,972.45 |
DisclosureSEC source: 0001628280-25-016333 · wk-form4_1743635084.xml · nonDerivative · entry 2 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,765 Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 23:04 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionClass A Common Stock | 458 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-016333 · wk-form4_1743635084.xml · nonDerivative · entry 1 Hamilton Janice M · CIK 0002039801 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,900 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 of New Ryan Specialty, LLC (the "LLC") vested and, at the option of the Issuer, settled into shares of Class A common stock of the Issuer. 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.