Ryan Specialty CFO exercises LLC units into stock
Ryan Specialty Holdings, Inc. reported that Chief Financial Officer Janice M. Hamilton had Restricted LLC Units of New Ryan Specialty, LLC vest and, at the issuer’s option, settle into 5,821 shares of Class A common stock on July 22, 2026.
Rhea-AI Filing Summary
Ryan Specialty Holdings, Inc. reported that Chief Financial Officer Janice M. Hamilton had Restricted LLC Units of New Ryan Specialty, LLC vest and, at the issuer’s option, settle into 5,821 shares of Class A common stock on July 22, 2026. In connection with this settlement, 1,706 shares at $40.89 per share were delivered or withheld to pay the exercise price or tax liability by delivering or withholding securities. Following this event, Hamilton directly holds 40,747 Restricted LLC Units under the July 22, 2021 grant.
Positive
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Negative
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Insider Trade Summary
5,821 shares exercised/converted
Exercise
3 txns
Insider
Hamilton Janice M
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted LLC Units F2 | 5,821 | $0.00 | $0.00 |
| Exercise | Class A Common Stock F1 | 5,821 | -- | -- |
| Exercise Price or Tax Liability | Class A Common Stock | 1,706 | $40.89 | $70K |
Holdings After Transaction:
Restricted LLC Units — 40,747 contracts (Direct);
Class A Common Stock — 18,689 shares (Direct)
Footnotes (2)
- F1. 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.
- F2. Represents Restricted LLC Units of New Ryan Specialty, LLC granted on July 22, 2021 which vest 10% each year on the anniversary of the grant date from July 22, 2024 to July 22, 2030 and 30% on July 22, 2031. 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 one Common Unit and one share of Class B Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A Common Stock of the Issuer.
Key Figures
Class A shares received: 5,821 shares
Shares delivered/withheld: 1,706 shares
Price per withheld share: $40.89 per share
+3 more
6 metrics
Class A shares received
5,821 shares
Shares of Class A Common Stock received upon settlement on July 22, 2026
Shares delivered/withheld
1,706 shares
Class A shares used to pay exercise price or tax liability at $40.89 per share
Price per withheld share
$40.89 per share
Assigned value for 1,706 Class A shares delivered or withheld
Restricted LLC Units remaining
40,747 units
Restricted LLC Units of New Ryan Specialty, LLC held directly after the transaction
Annual vesting portion
10% per year
Portion of Restricted LLC Units vesting each year from July 22, 2024 to July 22, 2030
Final vesting tranche
30%
Portion of Restricted LLC Units vesting on July 22, 2031
Key Terms
Restricted LLC Units, Rule 16(b)(3), Class B Common Stock, Common Units, +1 more
5 terms
Restricted LLC Units financial
"Represents <b>Restricted LLC Units</b> of New Ryan Specialty, LLC granted on July 22, 2021"
Rule 16(b)(3) regulatory
"Such grant was approved by the Board of the Issuer for purposes of <b>Rule 16(b)(3)</b>"
Class B Common Stock financial
"Right to receive one Common Unit and one share of <b>Class B Common Stock</b>"
A class B common stock is one of multiple types of a company’s ordinary shares that carries specific rights—often different voting power or dividend priority—compared with other classes. For investors it matters because those differences affect how much influence you have over company decisions, the income you might receive, and how freely the shares trade; think of it like owning a car with different keys: some keys let you start the engine and open the trunk, others only unlock the door.
Common Units financial
"Each Restricted LLC Unit represents a contingent right to receive one <b>Common Unit</b>"
Common units are the basic ownership stakes in a company, limited partnership, or trust that function like common stock: they give holders a claim on profits and often voting rights. Think of them as the ordinary seats at a table—the most directly affected by the business’s success or failure, so they typically offer higher upside but carry greater risk than preferred claims or creditors, which matters to investors evaluating potential return and safety.
exchangeable on a one-for-one basis financial
"The Common Units are <b>exchangeable on a one-for-one basis</b> for Class A Common Stock"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did RYAN’s CFO Janice Hamilton report?
Chief Financial Officer Janice M. Hamilton had Restricted LLC Units vest and settle into 5,821 shares of Class A common stock on July 22, 2026, reflecting an exercise or conversion of derivative securities granted in 2021.
What are the Restricted LLC Units referenced in RYAN’s Form 4?
The Restricted LLC Units of New Ryan Specialty, LLC, granted on July 22, 2021, each represent a contingent right to receive one Common Unit and one share of Class B Common Stock. The Common Units are exchangeable on a one-for-one basis for Class A common stock.
What vesting schedule applies to RYAN’s Restricted LLC Units granted July 22, 2021?
The July 22, 2021 grant vests 10% of the Restricted LLC Units each year on the anniversary of the grant from July 22, 2024 through July 22, 2030, with the remaining 30% vesting on July 22, 2031, as approved by the board.
How many Restricted LLC Units does RYAN’s CFO hold after this transaction?
After the July 22, 2026 vesting and settlement, Janice M. Hamilton directly holds 40,747 Restricted LLC Units of New Ryan Specialty, LLC under the July 22, 2021 grant, in addition to the Class A common stock received in the settlement.
AI-generated analysis. How Rhea-AI works. Not financial advice.
