person · Reporting owner
MULSHINE BRENDAN MARTIN
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Co-President and CRO | September 04, 2026 | September 09, 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 September 04, 2026 · Filed September 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 604,235 |
Reported balance
After 2026-09-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-04 · Conversion · Disposed 40,000 · Balance 604,235 F1: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in 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, par value $0.001 per share, ("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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 75,366 |
Ending reported balance
After 2026-09-08 transaction · row 3
2 source rows · reconciled sequenceRow 2 · 2026-09-04 · Conversion · Acquired 40,000 · Balance 115,366 Row 3 · 2026-09-08 · Sale · Disposed 40,000 · Balance 75,366 F2: 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 $40.47 to $40.67, 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. |
| Common UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 604,235 |
Reported balance
After 2026-09-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-04 · Conversion · Disposed 40,000 · Balance 604,235 F3: 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in 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, par value $0.001 per share, ("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: 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 $40.47 to $40.67, 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.
F3: 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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.
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 |
|---|---|---|---|---|---|---|
| September 08, 2026 Filed Sep 9, 2026 21:27 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 40,000 | $40.51 | $1,620,320.00 |
DisclosureSEC source: 0001869959-26-000006 · wk-form4_1788989230.xml · nonDerivative · entry 3 MULSHINE BRENDAN MARTIN · CIK 0001869959 · Co-President and CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,366 F2 · price: 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 $40.47 to $40.67, 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. Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 21:27 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionCommon Units · Derivative | 40,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001869959-26-000006 · wk-form4_1788989230.xml · derivative · entry 4 MULSHINE BRENDAN MARTIN · CIK 0001869959 · Co-President and CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,235 Underlying: Class A Common Stock · 40,000 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. F3 · 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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. F3 · 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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. Read SEC document |
| September 04, 2026 Filed Sep 9, 2026 21:27 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass A Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001869959-26-000006 · wk-form4_1788989230.xml · nonDerivative · entry 2 MULSHINE BRENDAN MARTIN · CIK 0001869959 · Co-President and CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,366 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 |
| September 04, 2026 Filed Sep 9, 2026 21:27 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass B Common Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001869959-26-000006 · wk-form4_1788989230.xml · nonDerivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · Co-President and CRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 604,235 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 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, par value $0.001 per share, ("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. Read SEC document |
| May 05, 2026 Filed May 6, 2026 21:32 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantExecutive Chairman Stock Option · Derivative | 33,715 | $0.00 Strike: $29.66 | $0.00 |
DisclosureSEC source: 0001869959-26-000004 · wk-form4_1778103134.xml · derivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · Co-President and CRO 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 21:57 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantRestricted Stock Unit · Derivative | 24,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001869959-26-000002 · wk-form4_1772747859.xml · derivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · Co-President and CRO 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 23:01 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionRestricted LLC Units · Derivative | 1,226 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016330 · wk-form4_1743634907.xml · derivative · entry 3 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,226 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 23:01 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Tax withholdingClass A Common Stock | 452 | $73.87 | $33,389.24 |
DisclosureSEC source: 0001628280-25-016330 · wk-form4_1743634907.xml · nonDerivative · entry 2 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,366 Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 23:01 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionClass A Common Stock | 1,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-016330 · wk-form4_1743634907.xml · nonDerivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,818 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 |
| March 14, 2025 Filed Mar 17, 2025 21:39 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionCommon Units · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-013207 · wk-form4_1742247538.xml · derivative · entry 6 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 644,235 Underlying: Class A Common Stock · 30,000 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. 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 21:39 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 13,820 | $69.59 | $961,790.46 |
DisclosureSEC source: 0001628280-25-013207 · wk-form4_1742247538.xml · nonDerivative · entry 4 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F3 · price: 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 $69.33 to $69.85, 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 |
| March 14, 2025 Filed Mar 17, 2025 21:39 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 16,180 | $69.05 | $1,117,209.58 |
DisclosureSEC source: 0001628280-25-013207 · wk-form4_1742247538.xml · nonDerivative · entry 3 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,820 F2 · price: 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 $68.33 to $69.32, 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 |
| March 14, 2025 Filed Mar 17, 2025 21:39 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass A Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-013207 · wk-form4_1742247538.xml · nonDerivative · entry 2 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 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 |
| March 14, 2025 Filed Mar 17, 2025 21:39 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass B Common Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-013207 · wk-form4_1742247538.xml · nonDerivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 644,235 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 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, par value $0.001 per share, ("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. Read SEC document |
| August 20, 2024 Filed Aug 20, 2024 20:51 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 9,000 | $64.48 | $580,351.50 |
DisclosureSEC source: 0001562180-24-006399 · primarydocument.xml · nonDerivative · entry 4 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct 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, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $64.22 to $64.65, 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 19, 2024 Filed Aug 20, 2024 20:51 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 36,000 | $64.62 | $2,326,402.80 |
DisclosureSEC source: 0001562180-24-006399 · primarydocument.xml · nonDerivative · entry 3 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 F2 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $64.31 to $64.87, 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 16, 2024 Filed Aug 20, 2024 20:51 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionCommon Units · Derivative | 44,317 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006399 · primarydocument.xml · derivative · entry 6 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 674,235 Underlying: Class A Common Stock · 44,317 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. 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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 of the LLC (together with the delivery of an equal number of shares of Class B Common Stock of the Issuer) 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. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:51 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass A Common Stock | 44,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006399 · 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: 45,000 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 16, 2024 Filed Aug 20, 2024 20:51 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass B Common Stock | 44,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006399 · 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: 674,235 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 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, par value $0.001 per share, ("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. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:55 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionRestricted LLC Units · Derivative | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003185 · primarydocument.xml · derivative · entry 4 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,226 Underlying: Class A Common Stock · 1,227 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: On March 18, 2022, the Reporting Person was granted 3,680 Restricted LLC Units which vest in three equal installments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments. F3 · derivative.exercise_date: On March 18, 2022, the Reporting Person was granted 3,680 Restricted LLC Units which vest in three equal installments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments. F3 · derivative.expiration_date: On March 18, 2022, the Reporting Person was granted 3,680 Restricted LLC Units which vest in three equal installments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:55 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Tax withholdingClass A Common Stock | 544 | $55.50 | $30,192.00 |
DisclosureSEC source: 0001562180-24-003185 · primarydocument.xml · nonDerivative · entry 2 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 683 Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 20:55 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionClass A Common Stock | 1,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-24-003185 · primarydocument.xml · nonDerivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · EVP & Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,227 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The Restricted LLC Units vested and, at the option of the Issuer, settled into shares of Class A Common Stock. Read SEC document |
| June 14, 2023 Filed Jun 14, 2023 21:00 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionCommon Units · Derivative | 25,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-037080 · doc4.xml · derivative · entry 4 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 718,552 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. F5 · price: Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC, held by the reporting person and reported in Table II hereof, for an equal number of shares of Class A Common Stock, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F6 · derivative.exercise_date: Each Common Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The Common Units do not expire. F6 · derivative.expiration_date: Each Common Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The Common Units do not expire. Read SEC document |
| June 14, 2023 Filed Jun 14, 2023 21:00 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037080 · doc4.xml · nonDerivative · entry 3 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 74,592 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. F5 · price: Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC, held by the reporting person and reported in Table II hereof, for an equal number of shares of Class A Common Stock, 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 his pecuniary interest therein. F3 · ownership.nature: Held jointly by the reporting person and his spouse. Read SEC document |
| June 14, 2023 Filed Jun 14, 2023 21:00 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-037080 · doc4.xml · nonDerivative · entry 2 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 718,552 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. F4 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in 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. F5 · price: Upon exchange of Common Units ("Common Units") of New Ryan Specialty, LLC, held by the reporting person and reported in Table II hereof, for an equal number of shares of Class A Common Stock, an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 21:00 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 25,000 | $42.68 | $1,066,887.50 |
DisclosureSEC source: 0001209191-23-037080 · doc4.xml · nonDerivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 49,592 F1 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $42.54 to $42.82, 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. F2 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. F3 · ownership.nature: Held jointly by the reporting person and his spouse. Read SEC document |
| June 08, 2023 Filed Jun 8, 2023 21:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionCommon Units · Derivative | 35,000 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-23-035543 · doc4.xml · derivative · entry 4 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 743,552 Underlying: Class A Common Stock · 35,000 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. F5 · price: 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 an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. F6 · derivative.exercise_date: Each Common Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The Common Units do not expire. F6 · derivative.expiration_date: Each Common Unit, together with a share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The Common Units do not expire. Read SEC document |
| June 08, 2023 Filed Jun 8, 2023 21:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass A Common Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035543 · doc4.xml · nonDerivative · entry 3 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 74,592 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. F5 · price: 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 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 his pecuniary interest therein. F3 · ownership.nature: Held jointly by the reporting person and his spouse. Read SEC document |
| June 08, 2023 Filed Jun 8, 2023 21:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass B Common Srock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-035543 · doc4.xml · nonDerivative · entry 2 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 743,552 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. F4 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in 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. F5 · price: 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 an equal number of shares of the Issuer's Class B Common Stock will be cancelled for no consideration. Read SEC document |
| June 06, 2023 Filed Jun 8, 2023 21:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 35,000 | $41.71 | $1,459,811.50 |
DisclosureSEC source: 0001209191-23-035543 · doc4.xml · nonDerivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 39,592 F1 · price: The price reported is a weighted average price. These shares of Class A Common Stock, par value $0.001, (the "Class A Common Stock") of Ryan Specialty Holdings, Inc. (the "Issuer") were sold in multiple transactions ranging from $41.40 to $41.945, 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. F2 · ownership.direct: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. F3 · ownership.nature: Held jointly by the reporting person and his spouse. Read SEC document |
| April 03, 2023 Filed Apr 7, 2023 20:39 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Tax withholdingCommon Units · Derivative | 544 | $40.24 | $21,890.56 |
DisclosureSEC source: 0001209191-23-023802 · doc4.xml · derivative · entry 5 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 778,552 Underlying: Class A Common Stock · 544 shares Expires not disclosed F4 · derivative.exercise_price: 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. F4 · 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. F4 · 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. Read SEC document |
| April 03, 2023 Filed Apr 7, 2023 20:39 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionCommon Units · Derivative | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023802 · doc4.xml · derivative · entry 4 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 779,096 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. F4 · derivative.exercise_price: 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. F4 · 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. F4 · 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. Read SEC document |
| April 03, 2023 Filed Apr 7, 2023 20:39 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionRestricted LLC Units · Derivative | 1,227 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-023802 · doc4.xml · derivative · entry 3 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,453 Underlying: Class A Common Stock · 1,227 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: On March 18, 2022, the Reporting Person was granted 3,680 Restricted LLC Units which vest in three equal installments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments. F3 · derivative.exercise_date: On March 18, 2022, the Reporting Person was granted 3,680 Restricted LLC Units which vest in three equal installments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments. F3 · derivative.expiration_date: On March 18, 2022, the Reporting Person was granted 3,680 Restricted LLC Units which vest in three equal installments on April 1, 2023, 2024, and 2025. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Each Restricted LLC Unit represents a contingent right to receive one Common Unit, or at the Issuer's option, one share of Class A Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock, subject to applicable adjustments. Read SEC document |
| April 03, 2023 Filed Apr 7, 2023 20:39 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Tax withholdingClass B Common Stock | 544 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-023802 · doc4.xml · nonDerivative · entry 2 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 778,552 F1 · security: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in 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. F1 · price: Shares of Class B Common Stock, par value $0.001 per share, ("Class B Common Stock") do not represent economic interests in 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. Read SEC document |
| April 03, 2023 Filed Apr 7, 2023 20:39 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionClass B Common Stock | 1,227 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-023802 · doc4.xml · nonDerivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 779,096 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 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 · price: Class B Common Stock is issued on a one-for-one basis for each Common Unit issued to the Reporting Person upon vesting of the Reporting Person's Restricted LLC Units. Read SEC document |
| March 03, 2023 Filed Mar 7, 2023 22:48 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass C Common Incentive Units [Right ot Buy] · Derivative | 65,000 | Not disclosed Strike: $40.90 | Not disclosed |
DisclosureSEC source: 0001209191-23-016912 · doc4.xml · derivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Represents Class C Common Incentive Units of Ryan Specialty, LLC which vest 20% on each of April 1, 2026, 2027, 2028, 2029, and 2030. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units is equal to the closing price of the Issuer's Class A Common Stock on the March 2, 2023. F1 · price: Represents Class C Common Incentive Units of Ryan Specialty, LLC which vest 20% on each of April 1, 2026, 2027, 2028, 2029, and 2030. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units is equal to the closing price of the Issuer's Class A Common Stock on the March 2, 2023. F1 · derivative.exercise_date: Represents Class C Common Incentive Units of Ryan Specialty, LLC which vest 20% on each of April 1, 2026, 2027, 2028, 2029, and 2030. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units is equal to the closing price of the Issuer's Class A Common Stock on the March 2, 2023. F1 · derivative.expiration_date: Represents Class C Common Incentive Units of Ryan Specialty, LLC which vest 20% on each of April 1, 2026, 2027, 2028, 2029, and 2030. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units is equal to the closing price of the Issuer's Class A Common Stock on the March 2, 2023. F1 · derivative.underlying_shares: Represents Class C Common Incentive Units of Ryan Specialty, LLC which vest 20% on each of April 1, 2026, 2027, 2028, 2029, and 2030. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units is equal to the closing price of the Issuer's Class A Common Stock on the March 2, 2023. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| March 03, 2023 Filed Mar 22, 2023 19:16 UTC Amendment | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass C Common Incentive Units [Right to Buy] · Derivative | 65,274 | Not disclosed Strike: $40.90 | Not disclosed |
DisclosureSEC source: 0001209191-23-020456 · doc4a.xml · derivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,274 Underlying: Class A Common Stock · Not disclosed shares Expires not disclosed F1 · derivative.exercise_price: Represents Class C Common Incentive Units of Ryan Specialty, LLC which vest 20% on each of April 1, 2026, 2027, 2028, 2029, and 2030. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units is equal to the closing price of the Issuer's Class A Common Stock on the March 2, 2023. F1 · price: Represents Class C Common Incentive Units of Ryan Specialty, LLC which vest 20% on each of April 1, 2026, 2027, 2028, 2029, and 2030. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units is equal to the closing price of the Issuer's Class A Common Stock on the March 2, 2023. F1 · derivative.exercise_date: Represents Class C Common Incentive Units of Ryan Specialty, LLC which vest 20% on each of April 1, 2026, 2027, 2028, 2029, and 2030. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units is equal to the closing price of the Issuer's Class A Common Stock on the March 2, 2023. F1 · derivative.expiration_date: Represents Class C Common Incentive Units of Ryan Specialty, LLC which vest 20% on each of April 1, 2026, 2027, 2028, 2029, and 2030. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units is equal to the closing price of the Issuer's Class A Common Stock on the March 2, 2023. F1 · derivative.underlying_shares: Represents Class C Common Incentive Units of Ryan Specialty, LLC which vest 20% on each of April 1, 2026, 2027, 2028, 2029, and 2030. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units is equal to the closing price of the Issuer's Class A Common Stock on the March 2, 2023. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| September 01, 2022 Filed Sep 2, 2022 20:20 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 5,183 | $41.42 | $214,679.86 |
DisclosureSEC source: 0001209191-22-048504 · doc4.xml · nonDerivative · entry 2 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · 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 $41.20 to $42.10, 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. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:20 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 19,817 | $42.66 | $845,393.22 |
DisclosureSEC source: 0001209191-22-048504 · doc4.xml · nonDerivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,183 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 $42.50 to $43.16, 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. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 20:16 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass A Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047705 · doc4.xml · nonDerivative · entry 2 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct 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. F1 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| August 24, 2022 Filed Aug 26, 2022 20:16 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionClass B Common Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047705 · doc4.xml · nonDerivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 777,869 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 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| August 22, 2022 Filed Aug 26, 2022 20:16 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | ConversionCommon Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-047705 · doc4.xml · derivative · entry 4 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 777,869 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. F2 · derivative.exercise_date: Each Common Unit, together with the cancellation of one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F2 · derivative.expiration_date: Each Common Unit, together with the cancellation of one share of Class B Common Stock, may be converted by the holder into one share of Class A Common Stock at any time. The LLC Units do not expire. F1 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of their pecuniary interest therein. Read SEC document |
| March 18, 2022 Filed Mar 22, 2022 20:49 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantRestricted LLC Units · Derivative | 3,680 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-020548 · doc4.xml · derivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,680 Underlying: Class A Common Stock · 3,680 shares Expires not disclosed F1 · derivative.exercise_price: Represents Restricted LLC Units of Ryan Specialty Group, LLC which vest in three equal instalments 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 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 based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. F1 · price: Represents Restricted LLC Units of Ryan Specialty Group, LLC which vest in three equal instalments 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 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 based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. F1 · derivative.exercise_date: Represents Restricted LLC Units of Ryan Specialty Group, LLC which vest in three equal instalments 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 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 based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. F1 · derivative.expiration_date: Represents Restricted LLC Units of Ryan Specialty Group, LLC which vest in three equal instalments 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 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 based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 22:22 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass C Common Incentive Units [Right to Buy] · Derivative | 56,868 | Not disclosed Strike: $23.50 | Not disclosed |
DisclosureSEC source: 0000899243-21-029733 · doc4.xml · derivative · entry 3 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,868 Underlying: Class A Common Stock · 56,868 shares Expires not disclosed F3 · price: Represents Class C Common Incentive Units of Ryan Specialty Group, LLC which vest in equal amounts on the third, fourth and fifth anniversaries of the grant date. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3).The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units equal to the initial public offering price of the Issuer's Class A Common Stock. F3 · derivative.exercise_date: Represents Class C Common Incentive Units of Ryan Specialty Group, LLC which vest in equal amounts on the third, fourth and fifth anniversaries of the grant date. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3).The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units equal to the initial public offering price of the Issuer's Class A Common Stock. F3 · derivative.expiration_date: Represents Class C Common Incentive Units of Ryan Specialty Group, LLC which vest in equal amounts on the third, fourth and fifth anniversaries of the grant date. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3).The Class C Common Incentive Units will be exchangeable into Common Units, which will then be immediately redeemed on a one-for-one basis for Class A Common Stock, par value $0.001 ("Class A Common Stock"), of the Issuer based on the value of Common Units and the fair market value of the Class A Common Stock at the time of the applicable exchange. The participation threshold of Class C Common Incentive Units equal to the initial public offering price of the Issuer's Class A Common Stock. F2 · ownership.direct: The Reporting Person disclaims beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 22:22 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Disposition to issuerCommon Units [Obligation to Sell] · Derivative | 13,163 | $22.33 | $293,863.98 |
DisclosureSEC source: 0000899243-21-029733 · doc4.xml · derivative · entry 2 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: Not disclosed Ownership: Indirect · Held jointly between Reporting Person and his spouse Disclosed balance after: 0 Underlying: Class A Common Stock · 13,163 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 pecuniary interest therein. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 22:22 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Disposition to issuerCommon Units [Obligation to Sell] · Derivative | 118,769 | $22.33 | $2,651,517.93 |
DisclosureSEC source: 0000899243-21-029733 · doc4.xml · derivative · entry 1 MULSHINE BRENDAN MARTIN · CIK 0001869959 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 118,769 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 pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.