Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Director | December 05, 2025 | December 05, 2025 |
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 December 05, 2025 · Filed December 05, 2025
Jointly reported with ONEX CORP, Onex RSG GP Inc., Onex RSG LP, SCHWARTZ GERALD W
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectSee footnotes | 0 |
Reported balance
After 2025-12-05 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-12-05 · Sale · Disposed 4,145,621 · Balance 0 F1: Following the transaction reported above, no shares of the Issuer's Class A Common Stock are held by any of the Reporting Persons. F2: Onex Corporation owns all of the equity of Onex RSG GP Inc., which is the general partner of Onex RSG LP and Onex RSG Holdings LP. Mr. Gerald W. Schwartz, the Chairman of Onex Corporation, indirectly owns shares representing a majority of the voting rights of the shares of Onex Corporation. Each of Onex RSG GP Inc., Onex Corporation and Mr. Schwartz disclaim beneficial ownership over the shares of Class A Common Stock held prior to the transaction reported herein by Onex RSG LP and Onex RSG Holdings LP except to the extent of their pecuniary interests therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Following the transaction reported above, no shares of the Issuer's Class A Common Stock are held by any of the Reporting Persons.
F2: Onex Corporation owns all of the equity of Onex RSG GP Inc., which is the general partner of Onex RSG LP and Onex RSG Holdings LP. Mr. Gerald W. Schwartz, the Chairman of Onex Corporation, indirectly owns shares representing a majority of the voting rights of the shares of Onex Corporation. Each of Onex RSG GP Inc., Onex Corporation and Mr. Schwartz disclaim beneficial ownership over the shares of Class A Common Stock held prior to the transaction reported herein by Onex RSG LP and Onex RSG Holdings LP except to the extent of their pecuniary interests 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 |
|---|---|---|---|---|---|---|
| December 05, 2025 Filed Dec 5, 2025 21:26 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 4,145,621 | $54.50 | $225,936,344.50 |
DisclosureSEC source: 0000895345-25-000390 · form4.xml · nonDerivative · entry 1 ONEX CORP · CIK 0000937226 · Director Onex RSG GP Inc. · CIK 0001871725 · Director Onex RSG Holdings LP · CIK 0001871656 · Director Onex RSG LP · CIK 0001871724 · Director SCHWARTZ GERALD W · CIK 0001275599 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 0 F1 · ownership.nature: Following the transaction reported above, no shares of the Issuer's Class A Common Stock are held by any of the Reporting Persons. F2 · ownership.nature: Onex Corporation owns all of the equity of Onex RSG GP Inc., which is the general partner of Onex RSG LP and Onex RSG Holdings LP. Mr. Gerald W. Schwartz, the Chairman of Onex Corporation, indirectly owns shares representing a majority of the voting rights of the shares of Onex Corporation. Each of Onex RSG GP Inc., Onex Corporation and Mr. Schwartz disclaim beneficial ownership over the shares of Class A Common Stock held prior to the transaction reported herein by Onex RSG LP and Onex RSG Holdings LP except to the extent of their pecuniary interests therein. Read SEC document |
| May 25, 2023 Filed May 25, 2023 20:31 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | SaleClass A Common Stock | 8,310,091 | $43.45 | $361,073,453.95 |
DisclosureSEC source: 0000899243-23-013895 · doc4.xml · nonDerivative · entry 1 ONEX CORP · CIK 0000937226 · Director · 10% owner SCHWARTZ GERALD W · CIK 0001275599 · Director · 10% owner Onex RSG LP · CIK 0001871724 · Director · 10% owner Onex RSG Holdings LP · CIK 0001871656 · Director · 10% owner Onex RSG GP Inc. · CIK 0001871725 · Director · 10% owner Onex Private Equity Holdings LLC · CIK 0001838067 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See footnotes Disclosed balance after: 4,145,621 F1 · kind: The shares were sold pursuant to an underwriting agreement, dated May 22, 2023, in a transaction that was completed on May 25, 2023. F2 · balance_after: Following the transaction described above, (i) 3,971,843 shares of Class A common stock are held by Onex RSG LP and (ii) 173,778 shares of Class A common stock are held by Onex RSG Holdings LP. F2 · ownership.nature: Following the transaction described above, (i) 3,971,843 shares of Class A common stock are held by Onex RSG LP and (ii) 173,778 shares of Class A common stock are held by Onex RSG Holdings LP. F3 · ownership.nature: Onex Corporation may be deemed to beneficially own the shares of Class A common stock held by Onex RSG LP and Onex RSG Holdings LP, through its ownership of all of the equity of Onex Private Equity Holdings LLC, which owns all of the equity of Onex RSG GP Inc., which is the general partner of Onex RSG LP and Onex RSG Holdings LP. Mr. Gerald W. Schwartz, the Chairman of Onex Corporation, indirectly owns shares representing a majority of the voting rights of the shares of Onex Corporation, and as such may be deemed to beneficially own all of the shares of Class A common stock beneficially owned by Onex Corporation. Each of Onex RSG GP Inc., Onex Private Equity Holdings LLC, Onex Corporation and Mr. Schwartz disclaim beneficial ownership over the securities reported herein except to the extent of their pecuniary interests therein. Read SEC document |
| July 26, 2021 Filed Jul 26, 2021 20:18 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Disposition to issuerClass A Common Stock | 5,122,645 | $22.33 | $114,363,049.63 |
DisclosureSEC source: 0000899243-21-029873 · doc4.xml · nonDerivative · entry 3 ONEX CORP · CIK 0000937226 · Director · 10% owner SCHWARTZ GERALD W · CIK 0001275599 · Director · 10% owner Onex RSG LP · CIK 0001871724 · Director · 10% owner Onex RSG Holdings LP · CIK 0001871656 · Director · 10% owner Onex RSG GP Inc. · CIK 0001871725 · Director · 10% owner Onex Private Equity Holdings LLC · CIK 0001838067 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 12,455,712 F2 · shares: On July 26, 2021, the Issuer redeemed 4,907,914 shares of Class A common stock from Onex RSG LP and 214,731 shares of Class A common stock from Onex RSG Holdings LP in connection with the exercise in full of the underwriters' over-allotment option associated with the Issuer's initial public offering. F3 · ownership.nature: Following the transactions described above, (i) 11,933,593 shares of Class A common stock are held by Onex RSG LP and (ii) 522,119 shares of Class A common stock are held by Onex RSG Holdings LP. F4 · ownership.nature: Onex Corporation may be deemed to beneficially own the shares of Class A common stock held by Onex RSG LP and Onex RSG Holdings LP, through its ownership of all of the equity of Onex Private Equity Holdings LLC, which owns all of the equity of Onex RSG GP Inc., which is the general partner of Onex RSG LP and Onex RSG Holdings LP. Mr. Gerald W. Schwartz, the Chairman and Chief Executive Officer of Onex Corporation, indirectly owns shares representing a majority of the voting rights of the shares of Onex Corporation, and as such may be deemed to beneficially own all of the shares of Class A common stock beneficially owned by Onex Corporation. Each of Onex RSG GP Inc., Onex Private Equity Holdings LLC, Onex Corporation and Mr. Schwartz disclaim beneficial ownership over the securities reported herein except to the extent of their pecuniary interests therein. Read SEC document |
| July 22, 2021 Filed Jul 26, 2021 20:18 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | Disposition to issuerClass A Common Stock | 3,102,063 | $22.33 | $69,253,556.48 |
DisclosureSEC source: 0000899243-21-029873 · doc4.xml · nonDerivative · entry 2 ONEX CORP · CIK 0000937226 · Director · 10% owner SCHWARTZ GERALD W · CIK 0001275599 · Director · 10% owner Onex RSG LP · CIK 0001871724 · Director · 10% owner Onex RSG Holdings LP · CIK 0001871656 · Director · 10% owner Onex RSG GP Inc. · CIK 0001871725 · Director · 10% owner Onex Private Equity Holdings LLC · CIK 0001838067 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 17,578,357 F1 · shares: On July 23, 2021, the Issuer (i) issued 19,813,540 shares of Class A common stock to Onex RSG LP and 886,880 shares of Class A common stock to Onex RSG Holdings LP, and (ii) redeemed 2,972,033 shares of Class A common stock from Onex RSG LP and 130,030 shares of Class A common stock from Onex RSG Holdings LP in connection with the Organizational Transactions (as that term is defined in the Issuer's Registration Statement on Form S-1 (File No. 333-257233) (the "Registration Statement"). F5 · price: The redemption of the Class A shares was effectuated at a price of $22.325 per Class A share, which price is subject to an increase or decrease for the over- or under-payment of taxes, respectively, by the Common Blocker Entity (as defined in the Registration Statement) through the date of the effectiveness of the merger. F3 · ownership.nature: Following the transactions described above, (i) 11,933,593 shares of Class A common stock are held by Onex RSG LP and (ii) 522,119 shares of Class A common stock are held by Onex RSG Holdings LP. F4 · ownership.nature: Onex Corporation may be deemed to beneficially own the shares of Class A common stock held by Onex RSG LP and Onex RSG Holdings LP, through its ownership of all of the equity of Onex Private Equity Holdings LLC, which owns all of the equity of Onex RSG GP Inc., which is the general partner of Onex RSG LP and Onex RSG Holdings LP. Mr. Gerald W. Schwartz, the Chairman and Chief Executive Officer of Onex Corporation, indirectly owns shares representing a majority of the voting rights of the shares of Onex Corporation, and as such may be deemed to beneficially own all of the shares of Class A common stock beneficially owned by Onex Corporation. Each of Onex RSG GP Inc., Onex Private Equity Holdings LLC, Onex Corporation and Mr. Schwartz disclaim beneficial ownership over the securities reported herein except to the extent of their pecuniary interests therein. Read SEC document |
| July 22, 2021 Filed Jul 26, 2021 20:18 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 20,680,420 | $22.33 | $461,690,376.50 |
DisclosureSEC source: 0000899243-21-029873 · doc4.xml · nonDerivative · entry 1 ONEX CORP · CIK 0000937226 · Director · 10% owner SCHWARTZ GERALD W · CIK 0001275599 · Director · 10% owner Onex RSG LP · CIK 0001871724 · Director · 10% owner Onex RSG Holdings LP · CIK 0001871656 · Director · 10% owner Onex RSG GP Inc. · CIK 0001871725 · Director · 10% owner Onex Private Equity Holdings LLC · CIK 0001838067 · Director · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 20,680,420 F1 · shares: On July 23, 2021, the Issuer (i) issued 19,813,540 shares of Class A common stock to Onex RSG LP and 886,880 shares of Class A common stock to Onex RSG Holdings LP, and (ii) redeemed 2,972,033 shares of Class A common stock from Onex RSG LP and 130,030 shares of Class A common stock from Onex RSG Holdings LP in connection with the Organizational Transactions (as that term is defined in the Issuer's Registration Statement on Form S-1 (File No. 333-257233) (the "Registration Statement"). F3 · ownership.nature: Following the transactions described above, (i) 11,933,593 shares of Class A common stock are held by Onex RSG LP and (ii) 522,119 shares of Class A common stock are held by Onex RSG Holdings LP. F4 · ownership.nature: Onex Corporation may be deemed to beneficially own the shares of Class A common stock held by Onex RSG LP and Onex RSG Holdings LP, through its ownership of all of the equity of Onex Private Equity Holdings LLC, which owns all of the equity of Onex RSG GP Inc., which is the general partner of Onex RSG LP and Onex RSG Holdings LP. Mr. Gerald W. Schwartz, the Chairman and Chief Executive Officer of Onex Corporation, indirectly owns shares representing a majority of the voting rights of the shares of Onex Corporation, and as such may be deemed to beneficially own all of the shares of Class A common stock beneficially owned by Onex Corporation. Each of Onex RSG GP Inc., Onex Private Equity Holdings LLC, Onex Corporation and Mr. Schwartz disclaim beneficial ownership over the securities reported herein except to the extent of their pecuniary interests 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.