Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | CEO RSUM | May 05, 2026 | May 06, 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 May 05, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Executive Chairman Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $29.66 · Expires 2036-05-05 | Direct | 33,715 |
Reported balance
After 2026-05-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 33,715 · Balance 33,715 F1: 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). |
Filing footnotes · ownership attribution and instrument terms
F1: 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).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 05, 2026 Filed May 6, 2026 21:29 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantExecutive Chairman Stock Option · Derivative | 33,715 | $0.00 Strike: $29.66 | $0.00 |
DisclosureSEC source: 0002043751-26-000004 · wk-form4_1778102968.xml · derivative · entry 1 Wuller Benjamin MIles · CIK 0002043751 · CEO RSUM 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 21:55 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantRestricted Stock Unit · Derivative | 24,869 | $0.00 | $0.00 |
DisclosureSEC source: 0002043751-26-000002 · wk-form4_1772747728.xml · derivative · entry 1 Wuller Benjamin MIles · CIK 0002043751 · CEO RSUM 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 23:07 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionRestricted LLC Units · Derivative | 2,726 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016339 · wk-form4_1743635236.xml · derivative · entry 3 Wuller Benjamin MIles · CIK 0002043751 · CEO RSUM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 2,726 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 23:07 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Tax withholdingClass A Common Stock | 1,208 | $73.87 | $89,234.96 |
DisclosureSEC source: 0001628280-25-016339 · wk-form4_1743635236.xml · nonDerivative · entry 2 Wuller Benjamin MIles · CIK 0002043751 · CEO RSUM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,095 Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 23:07 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Exercise / conversionClass A Common Stock | 2,726 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-016339 · wk-form4_1743635236.xml · nonDerivative · entry 1 Wuller Benjamin MIles · CIK 0002043751 · CEO RSUM 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,303 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.