Welcome to our dedicated page for RYAN SPECIALTY HOLDINGS SEC filings (Ticker: RYAN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Ryan Specialty Holdings, Inc. filings document the public-company records of a specialty insurance intermediary with Class A common stock listed on the New York Stock Exchange. Its 8-K reports cover operating and financial results, regular quarterly dividends, share repurchase activity, material agreements involving equity compensation and stock repurchases, and Regulation FD disclosures related to company announcements.
Ryan Specialty proxy and governance filings describe director elections, annual meeting voting results, independent auditor ratification, advisory executive compensation votes, board composition, shareholder proposal procedures, named executive compensation, equity awards and related governance matters. The filings also record director transitions and capital-structure disclosures tied to the company’s incentive plans and shareholder return programs.
RYAN SPECIALTY HOLDINGS, INC. (RYAN) reported that Co-President and CRO Brendan Martin Mulshine converted equity interests and sold shares. On September 4, 2026 he converted 40,000 Common Units of New Ryan Specialty, LLC into 40,000 shares of Class A Common Stock, with a corresponding 40,000 shares of Class B Common Stock cancelled. Following this exchange, he held 604,235 Common Units and 604,235 shares of Class B Common Stock. On September 8, 2026 he sold 40,000 Class A shares in open-market or private transactions at a weighted average price of $40.508 per share. No Rule 10b5-1 trading plan is reported.
RYAN SPECIALTY HOLDINGS, INC. (RYAN) received a notice under Rule 144 from officer Brendan Martin Mulshine for a proposed sale of 40,000 shares of Class A Common Stock through Morgan Stanley Smith Barney LLC. The shares have an aggregate market value of $1,620,320, with 122,077,702 Class A shares outstanding as of September 8, 2026. The securities were acquired on July 21, 2021 via conversion of pre-IPO incentive equity into LLC units in a post-IPO UP-C corporate structure for services rendered.
RYAN SPECIALTY HOLDINGS, INC. (ticker RYAN) reported that director Nicholas Dominic Cortezi recorded four code J transactions on August 14, 2026 involving indirect holdings through two Louise M. Cortezi family trusts. Each transaction reflects an "other" disposition at a price of $0.00 per share, categorized as a restructuring rather than an open-market trade.
The trusts disposed of an aggregate of 1,841,019 Common Units and a corresponding 1,841,019 shares of Class B Common Stock through one trust, and 313,116 Common Units and 313,116 shares of Class B Common Stock through the other. A footnote explains these transfers were to the reporting person’s spouse in connection with a negotiation of separation of assets in anticipation of a potential divorce settlement. Another footnote states that Class B Common Stock carries 10 votes per share but no economic interests, and that each Common Unit of New Ryan Specialty, LLC may be exchanged, together with delivery of an equal number of Class B shares, for one share of Class A Common Stock or, at the issuer’s option, cash; the Common Units do not expire.
RYAN SPECIALTY HOLDINGS, INC. executive Michael Conklin (EVP & CHRO) reported a sale of 2,043 shares of Class A Common Stock on 2026-08-13. The weighted average sale price was $42.2633 per share, from multiple trades between $42.26 and $42.28. Following this transaction, Conklin directly holds 8,153 shares of Class A Common Stock.
RYAN filed a notice of proposed sale of restricted stock. The filing covers 2,043 shares of common stock, to be sold through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $86,343.92. The shares were acquired on 04/01/2025 through restricted stock vesting under a registered plan as compensation for services rendered. The approximate sale date indicated is 08/13/2026, and the filing notes 122,077,702 shares outstanding of this class.
RYAN SPECIALTY HOLDINGS, INC. director Henry S. Bienen reported a Form 4 transaction involving Class A Common Stock. On 2026-08-10, an entity associated with him, the Henry S. Bienen 1997 Trust dated November 10, 1997, made a bona fide gift of 3,000 shares, reported at a price of $0.0000 per share. Following this gift, that trust held 24,795 shares indirectly. A separate indirect holding entry shows 28,590 shares in the Leigh Buchanan Bienen 1997 Trust dated November 10, 1997. Mr. Bienen disclaims beneficial ownership of these trust-held shares except to the extent of his pecuniary interest.
Ryan Specialty Holdings, Inc. reports that Vulcan Value Partners, LLC, a Delaware investment adviser, has filed an amended Schedule 13G disclosing beneficial ownership of 7,912,669 shares of Ryan Specialty common stock, representing 6.11% of the class as of June 30, 2026.
Vulcan reports sole voting power over 5,011,724 shares and sole dispositive power over all 7,912,669 shares, with no shared voting or dispositive power. The securities are held for Vulcan’s investment advisory clients, who have the right to receive dividends and sale proceeds. Vulcan states, under Rule 13d-4, that this filing should not be construed as an admission that it is the beneficial owner of these securities.
Ryan Specialty Holdings, Inc. entered into Amendment No. 1 to the Executive Chairman Option Settlement Agreement with the Ryan Stock Option Trust on August 4, 2026. The amendment relates to a simultaneous grant of compensatory stock options to certain employees to purchase 287,646 shares of Class A common stock, par value $0.001 per share, under the company’s 2021 Omnibus Incentive Plan.
The amendment extends the existing back-to-back purchase arrangement between the company and the Trust, originally established in the May 5, 2026 agreement, to this second tranche of Executive Chairman stock options. The stated purpose is to make the grant and exercise of these options net neutral to the company’s outstanding share count while supporting the alignment of certain employees. The full text is provided as Exhibit 10.1.
Ryan Specialty Holdings, Inc. insider Patrick G. Ryan, serving as trustee of the Ryan Stock Option Trust, reported acquiring a call option obligation covering 287,646 underlying shares of Class A common stock at a $43.63 per-share purchase price for the issuer. The trust is obligated to sell shares to the company from time to time through September 9, 2036 as employees exercise related Executive Chairman stock options that vest in equal annual installments on October 1, 2029, 2030 and 2031. On August 4, 2026, 287,646 shares of Class A common stock were transferred into the trust in an exempt internal transaction under Rule 16a-13.
Ryan Specialty Holdings reported that EVP & CHRO Michael Conklin received a grant of 22,920 Executive Chairman stock options on August 4, 2026. The options have a $43.63 exercise price, expire on August 4, 2036, and vest in three equal installments on October 1, 2029, 2030 and 2031. Following the award, he holds 22,920 derivative securities directly. The options are exercisable on a 1-for-1 basis into Class A common stock, and the grant was approved by the compensation and governance committee for purposes of Rule 16(b)(3).