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 | 262,316.053 |
Reported balance
After 2026-04-28 transaction · row 1
1 source rowRow 1 · 2026-04-28 · Grant · Acquired 5,757 · Balance 262,316.053 F1: The reported securities represent Restricted Stock Units that vested immediately upon grant. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Trusts | 428,295 |
Reported balance
Holding disclosure · report date 2026-04-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 428,295 F2: Shares of Class A Common Stock of Ryan Specialty Holdings, Inc. are held in trusts, for which the reporting person is trustee, which trusts are for the benefit of the reporting person and/or his family members. 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. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3).
F2: Shares of Class A Common Stock of Ryan Specialty Holdings, Inc. are held in trusts, for which the reporting person is trustee, which trusts are for the benefit of the reporting person and/or his family members. The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| April 28, 2026 Filed Apr 30, 2026 18:24 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 5,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001145038-26-000004 · wk-form4_1777587876.xml · nonDerivative · entry 1 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 262,316.053 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 17:15 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 1,500 | $40.20 | $60,300.00 |
DisclosureSEC source: 0001145038-26-000002 · wk-form4_1771971338.xml · nonDerivative · entry 3 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 428,295 F2 · ownership.nature: Shares of Class A Common Stock of Ryan Specialty Holdings, Inc. are held in trusts, for which the reporting person is trustee, which trusts are for the benefit of the reporting person and/or his family members. The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| February 23, 2026 Filed Feb 24, 2026 17:15 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 24,000 | $39.94 | $958,560.00 |
DisclosureSEC source: 0001145038-26-000002 · wk-form4_1771971338.xml · nonDerivative · entry 2 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 426,795 F1 · price: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $39.19 to $40.18, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the ranges set forth in this footnote. F2 · ownership.nature: Shares of Class A Common Stock of Ryan Specialty Holdings, Inc. are held in trusts, for which the reporting person is trustee, which trusts are for the benefit of the reporting person and/or his family members. The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 17:15 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 365 | $41.41 | $15,114.65 |
DisclosureSEC source: 0001145038-26-000002 · wk-form4_1771971338.xml · nonDerivative · entry 1 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,559.053 Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 16:19 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GiftClass A Common Stock | 2,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001145038-25-000007 · wk-form4_1765574350.xml · nonDerivative · entry 1 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trusts Disclosed balance after: 402,795 F1 · ownership.nature: Shares of Class A Common Stock of Ryan Specialty Holdings, Inc. are held in trusts, for which the reporting person is trustee, which trusts are for the benefit of the reporting person and/or his family members. The reporting person disclaims beneficial ownership except to the extent of his pecuniary interest therein. Read SEC document |
| September 02, 2025 Filed Sep 2, 2025 20:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 100 | $55.54 | $5,554.00 |
DisclosureSEC source: 0001145038-25-000005 · wk-form4_1756859440.xml · nonDerivative · entry 4 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,194.053 Read SEC document |
| August 26, 2025 Filed Sep 2, 2025 20:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | OtherClass A Common Stock | 5.159 | $57.99 | $299.17 |
DisclosureSEC source: 0001145038-25-000005 · wk-form4_1756859440.xml · nonDerivative · entry 3 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,094.053 F1 · shares: Represents shares acquired by the reporting person's spouse pursuant to brokerage dividend reinvestments elected prior to the reporting person becoming an insider. The reported transactions originally qualified for deferred reporting pursuant to Rule 16a-6 of the Securities Exchange Act of 1934. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 16:33 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029089 · wk-form4_1748982796.xml · nonDerivative · entry 1 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,056 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3) Read SEC document |
| May 27, 2025 Filed Sep 2, 2025 20:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | OtherClass A Common Stock | 4.339 | $68.82 | $298.61 |
DisclosureSEC source: 0001145038-25-000005 · wk-form4_1756859440.xml · nonDerivative · entry 2 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,088.894 F1 · shares: Represents shares acquired by the reporting person's spouse pursuant to brokerage dividend reinvestments elected prior to the reporting person becoming an insider. The reported transactions originally qualified for deferred reporting pursuant to Rule 16a-6 of the Securities Exchange Act of 1934. Read SEC document |
| March 18, 2025 Filed Sep 2, 2025 20:30 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | OtherClass A Common Stock | 4.052 | $71.35 | $289.11 |
DisclosureSEC source: 0001145038-25-000005 · wk-form4_1756859440.xml · nonDerivative · entry 1 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,084.555 F1 · shares: Represents shares acquired by the reporting person's spouse pursuant to brokerage dividend reinvestments elected prior to the reporting person becoming an insider. The reported transactions originally qualified for deferred reporting pursuant to Rule 16a-6 of the Securities Exchange Act of 1934. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 16:37 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 75 | $69.50 | $5,212.50 |
DisclosureSEC source: 0001628280-25-012374 · wk-form4_1741811846.xml · nonDerivative · entry 1 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,733 F1 · balance_after: Includes 250 shares of Class A common stock that were previously reported as owned by the reporting persons spouse. Read SEC document |
| November 26, 2024 Filed Sep 2, 2025 20:29 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | OtherClass A Common Stock | 3.543 | $74.70 | $264.66 |
DisclosureSEC source: 0001145038-25-000004 · wk-form5_1756859370.xml · nonDerivative · entry 4 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,080.503 F1 · shares: Represents shares acquired by the reporting person's spouse pursuant to brokerage dividend reinvestments elected prior to the reporting person becoming an insider. The reported transactions originally qualified for deferred reporting pursuant to Rule 16a-6 of the Securities Exchange Act of 1934. Read SEC document |
| November 06, 2024 Filed Nov 7, 2024 19:31 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 150 | $69.24 | $10,386.00 |
DisclosureSEC source: 0001562180-24-007591 · primarydocument.xml · nonDerivative · entry 2 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 250 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 purchased in multiple transactions ranging from $68.10 to $69.81, 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 bought at each separate price in the ranges set forth in this footnote. Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 19:31 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 100 | $68.72 | $6,872.00 |
DisclosureSEC source: 0001562180-24-007591 · primarydocument.xml · nonDerivative · entry 1 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 100 Read SEC document |
| August 27, 2024 Filed Sep 2, 2025 20:29 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | OtherClass A Common Stock | 3.677 | $64.27 | $236.32 |
DisclosureSEC source: 0001145038-25-000004 · wk-form5_1756859370.xml · nonDerivative · entry 3 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,076.96 F1 · shares: Represents shares acquired by the reporting person's spouse pursuant to brokerage dividend reinvestments elected prior to the reporting person becoming an insider. The reported transactions originally qualified for deferred reporting pursuant to Rule 16a-6 of the Securities Exchange Act of 1934. Read SEC document |
| May 28, 2024 Filed Sep 2, 2025 20:29 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | OtherClass A Common Stock | 4.311 | $54.61 | $235.42 |
DisclosureSEC source: 0001145038-25-000004 · wk-form5_1756859370.xml · nonDerivative · entry 2 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,073.283 F1 · shares: Represents shares acquired by the reporting person's spouse pursuant to brokerage dividend reinvestments elected prior to the reporting person becoming an insider. The reported transactions originally qualified for deferred reporting pursuant to Rule 16a-6 of the Securities Exchange Act of 1934. Read SEC document |
| April 30, 2024 Filed May 2, 2024 17:12 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 1,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003726 · primarydocument.xml · nonDerivative · entry 1 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 253,408 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant Read SEC document |
| March 28, 2024 Filed Sep 2, 2025 20:29 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | OtherClass A Common Stock | 12.972 | $55.64 | $721.76 |
DisclosureSEC source: 0001145038-25-000004 · wk-form5_1756859370.xml · nonDerivative · entry 1 RYAN PATRICK G JR · CIK 0001145038 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 256,068.972 F1 · shares: Represents shares acquired by the reporting person's spouse pursuant to brokerage dividend reinvestments elected prior to the reporting person becoming an insider. The reported transactions originally qualified for deferred reporting pursuant to Rule 16a-6 of the Securities Exchange Act of 1934. 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.