Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Director | April 28, 2026 | April 30, 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 April 28, 2026 · Filed April 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 20,580 |
Reported balance
After 2026-04-28 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 5,757 · Balance 20,580 F1: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. F2: The grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). |
| Class A Common StockSEC Table I · non-derivative | IndirectDavid P. Bolger Revocable Trust dated 10/30/1995 | 66,467 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 66,467 F3: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors.
F2: The grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3).
F3: The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
MB FINANCIAL INC /MD
Report date March 22, 2019 · Filed March 26, 2019
Section 16 reporting ended · disclosed 2019-03-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 1
1 source rowRow 1 · 2019-03-22 · Disposition to issuer · Disposed 47,124 · Balance 0 F1: Disposed of upon completion of the merger (the "Merger") of a wholly owned subsidiary of Fifth Third Bancorp ("Fifth Third") with and into the Issuer, effective March 22, 2019. Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2018, between the Issuer and Fifth Third (the "Merger Agreement"), upon completion of the Merger, each outstanding share of the Issuer's common stock converted into the right to receive 1.45 shares of Fifth Third common stock and $5.54 in cash. The closing price per share of Fifth Third common stock on March 21, 2019, the last trading day prior to completion of the Merger, was $25.48. |
| Common StockSEC Table I · non-derivative | IndirectBy Deferred Comp Plan | 0 |
Reported balance
After 2019-03-22 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-03-22 · Disposition to issuer · Disposed 2,015 · Balance 0 F2: Represents approximate equivalent number of shares of the Issuer's common stock held in the reporting person's account under the Issuer's Stock Deferred Compensation Plan, based on the most recent plan account statement. The approximate equivalent number of shares is equal to the dollar value of the reporting person's plan account divided by the closing price of the Issuer's common stock. As a result, the equivalent number of shares fluctuated with changes in the market price of the Issuer's common stock. F1: Disposed of upon completion of the merger (the "Merger") of a wholly owned subsidiary of Fifth Third Bancorp ("Fifth Third") with and into the Issuer, effective March 22, 2019. Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2018, between the Issuer and Fifth Third (the "Merger Agreement"), upon completion of the Merger, each outstanding share of the Issuer's common stock converted into the right to receive 1.45 shares of Fifth Third common stock and $5.54 in cash. The closing price per share of Fifth Third common stock on March 21, 2019, the last trading day prior to completion of the Merger, was $25.48. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.05 · Expires 2019-06-30 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-03-22 · Disposition to issuer · Disposed 7,424 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.68 · Expires 2019-09-30 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-03-22 · Disposition to issuer · Disposed 5,119 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.86 · Expires 2019-12-31 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-03-22 · Disposition to issuer · Disposed 4,382 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $31.31 · Expires 2020-03-31 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2019-03-22 · Disposition to issuer · Disposed 3,250 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.44 · Expires 2020-06-30 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2019-03-22 · Disposition to issuer · Disposed 4,591 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.64 · Expires 2020-09-30 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2019-03-22 · Disposition to issuer · Disposed 4,692 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.37 · Expires 2020-12-31 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2019-03-22 · Disposition to issuer · Disposed 4,599 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.45 · Expires 2021-03-31 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2019-03-22 · Disposition to issuer · Disposed 3,968 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.28 · Expires 2021-06-30 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2019-03-22 · Disposition to issuer · Disposed 3,241 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.04 · Expires 2021-09-30 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2019-03-22 · Disposition to issuer · Disposed 8,121 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $47.23 · Expires 2021-12-30 | Direct | 0 |
Reported balance
After 2019-03-22 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2019-03-22 · Disposition to issuer · Disposed 3,053 · Balance 0 F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of upon completion of the merger (the "Merger") of a wholly owned subsidiary of Fifth Third Bancorp ("Fifth Third") with and into the Issuer, effective March 22, 2019. Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2018, between the Issuer and Fifth Third (the "Merger Agreement"), upon completion of the Merger, each outstanding share of the Issuer's common stock converted into the right to receive 1.45 shares of Fifth Third common stock and $5.54 in cash. The closing price per share of Fifth Third common stock on March 21, 2019, the last trading day prior to completion of the Merger, was $25.48.
F2: Represents approximate equivalent number of shares of the Issuer's common stock held in the reporting person's account under the Issuer's Stock Deferred Compensation Plan, based on the most recent plan account statement. The approximate equivalent number of shares is equal to the dollar value of the reporting person's plan account divided by the closing price of the Issuer's common stock. As a result, the equivalent number of shares fluctuated with changes in the market price of the Issuer's common stock.
F3: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested.
F4: This option was assumed by Fifth Third upon completion of the Merger and converted into an option to purchase Fifth Third common stock as provided under the terms of the Merger Agreement.
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 |
|---|---|---|---|---|---|---|
| November 21, 2016 Filed Nov 21, 2016 21:55 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | Exercise / conversionCommon Stock | 3,525 | $21.54 | $75,928.50 |
DisclosureSEC source: 0001127602-16-067977 · form4.xml · nonDerivative · entry 2 BOLGER DAVID P · CIK 0001220116 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,674 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 |
| November 21, 2016 Filed Nov 21, 2016 21:55 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | Exercise / conversionCommon Stock | 2,324 | $20.99 | $48,780.76 |
DisclosureSEC source: 0001127602-16-067977 · form4.xml · nonDerivative · entry 1 BOLGER DAVID P · CIK 0001220116 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,149 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 30, 2016 Filed Oct 4, 2016 18:13 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | GrantStock Option (Right to Buy) · Derivative | 8,121 | $0.00 Strike: $38.04 | $0.00 |
DisclosureSEC source: 0001127602-16-064183 · form4.xml · derivative · entry 3 BOLGER DAVID P · CIK 0001220116 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,121 Underlying: Common Stock · 8,121 shares Expires 2021-09-30 F2 · derivative.exercise_date: Option to purchase shares of common stock granted to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The option is 100% vested. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 18:13 UTC | MB FINANCIAL INC /MD MBFI · Entity 158820 | GrantCommon Stock | 356 | $38.04 | $13,542.24 |
DisclosureSEC source: 0001127602-16-064183 · form4.xml · nonDerivative · entry 1 BOLGER DAVID P · CIK 0001220116 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,825 F1 · shares: Transaction represents the grant of restricted stock to the reporting person under Issuer's Amended and Restated Omnibus Incentive Plan. The shares are scheduled to vest in full on September 30, 2017. 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.