Welcome to our dedicated page for Ryan Specialty Hldgs 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.
Bienen Henry S reported acquisition or exercise transactions in this Form 4 filing.
RYAN Specialty Holdings director Henry S. Bienen received an equity award in the form of Restricted Stock Units. On the reported date, he was granted 5,757 RSUs that vested immediately into Class A Common Stock at an effective price of $0.00 per share, approved by the board for purposes of Rule 16(b)(3). After this grant, he holds 5,757 shares directly. He also has indirect ownership through two 1997 trusts, which hold 28,590 and 24,738 shares of Class A Common Stock, and he disclaims beneficial ownership of these indirect holdings except to the extent of his pecuniary interest.
Ryan Specialty Holdings, Inc. entered into a material definitive agreement with the Ryan Stock Option Trust, effective May 5, 2026. Under this option settlement agreement, the Trust is obligated to sell up to approximately $52.3 million of Class A common stock to the company at a per-share price equal to the May 4, 2026 New York Stock Exchange closing price.
The arrangement is tied to compensatory Executive Chairman Stock Options that will be granted to certain employees under the 2021 Omnibus Incentive Plan. When employees exercise these options, the company will repurchase from the Trust the same number of shares at the same price, then retire those shares. This structure is intended to keep the company’s outstanding share count effectively unchanged while still using stock options to align employees’ interests.
The Executive Chairman Stock Options vest in equal annual installments over three years beginning July 1, 2029 and expire May 5, 2036. The option settlement agreement is expected to run until June 9, 2036, with earlier termination possible upon full exercise, expiration, cancellation of the options, mutual consent, or a qualifying change in control.
Ryan Specialty Holdings reported strong first quarter 2026 results, with total revenue up 15.2% year-over-year to $795.2 million and net income improving to $40.6 million from a loss of $(4.4) million. Adjusted EBITDAC rose 15.7% to $232.0 million, and adjusted net income grew 21.2% to $130.7 million, driving adjusted diluted EPS up 20.5% to $0.47.
Organic revenue growth was 11.8%, reflecting new client wins, deeper existing relationships and contributions from acquisitions, with broad growth across casualty lines and a moderate decline in property. The board declared a regular quarterly dividend of $0.13 per share, payable May 26, 2026, and the company returned approximately $64.8 million to shareholders through $40.0 million of share repurchases and $24.8 million of dividends and distributions.
The company ended March 31, 2026 with $154.7 million of cash and cash equivalents and $3.6 billion of outstanding debt principal. For full year 2026, management now guides to an organic revenue growth rate in the mid-single digits and an adjusted EBITDAC margin that is down 100–150 basis points compared to the prior year.
Ryan Specialty Holdings EVP & CHRO Michael Conklin exercised restricted stock units and settled related taxes in shares. On April 1, he converted 7,637 Restricted Stock Units into 7,637 shares of Class A Common Stock. Of these, 2,176 shares were withheld at $33.74 per share to cover tax obligations.
After these transactions, he directly held 10,196 shares of Class A Common Stock and 22,908 Restricted Stock Units, which each represent a contingent right to receive one share of Class A Common Stock as they vest in equal annual installments beginning April 1, 2025.
Ryan Specialty Holdings Inc Schedule 13G/A shows The Vanguard Group reporting 0 shares beneficially owned and 0% of the common stock following an internal realignment. The filing states certain Vanguard subsidiaries will report holdings separately in reliance on SEC Release No. 34-39538, effective with the realignment on 01/12/2026. The form is signed by Ashley Grim on 03/27/2026.
Ryan Specialty Holdings reports strong 2025 operating results and strategic progress. Revenue surpassed $3.0 billion, up 21% year-over-year, driven by 10.1% organic revenue growth and M&A. Adjusted EBITDAC grew 19.2% to $967 million with an Adjusted EBITDAC margin of 31.7%. The business expanded delegated authority revenue to $1.4 billion (representing 47% of total revenue), grew products to over 300, and completed 12 acquisitions totaling nearly $2.7 billion invested since inception, including five 2025 acquisitions with trailing revenue over $125 million. The Board authorized a $300 million share repurchase program and approved an 8% increase to the regular quarterly dividend. Management launched a three-year restructuring program, EMPOWER, to drive operational efficiencies and margin expansion over time.
Ryan Specialty Holdings is asking stockholders to vote at its virtual 2026 annual meeting on April 28, 2026 on three items: electing five directors, ratifying Deloitte & Touche as auditor, and approving an advisory vote on executive pay. The proxy highlights a strong 2025, with revenue surpassing $3 billion, up 21% year-over-year, marking the 15th straight year of double‑digit organic growth and the seventh consecutive year of total revenue growth above 20%. The company invested nearly $2.7 billion in 12 acquisitions over two years and launched EMPOWER, a three‑year restructuring program to streamline operations and advance data, technology, and AI initiatives. The Board also authorized a $300 million inaugural share repurchase program and approved an 8% increase in the regular quarterly dividend, emphasizing a capital return mix alongside ongoing M&A and organic investment. The filing describes a largely independent Board, a phased declassification to annual director elections, majority voting in uncontested elections, and expanded stockholder rights such as written consents and the ability to call special meetings.
Ryan Specialty Holdings, Inc. reported that Co-President and COO Stephen Patrick Keogh acquired a grant of 24,869 Restricted Stock Units on the reported date. The units were recorded at a transaction price of $0.0000 per unit, reflecting an equity award rather than an open-market purchase.
Each Restricted Stock Unit represents a contingent right to receive, upon vesting, one share of the company’s Class A common stock. According to the grant terms, these units vest in three equal annual installments beginning on April 1, 2029, tying the award to long-term service and performance.
RYAN Specialty Holdings, Inc. reported that Co-President and CRO Brendan Martin Mulshine acquired a grant of 24,869 Restricted Stock Units on March 3, 2026. Each RSU represents a contingent right to receive one share of Class A common stock, vesting in three equal annual installments beginning on April 1, 2029.
Hamilton Janice M reported acquisition or exercise transactions in this Form 4 filing.
RYAN Specialty Holdings, Inc. Chief Financial Officer Janice M. Hamilton reported receiving a grant of 29,843 Restricted Stock Units on March 3, 2026. Each Restricted Stock Unit represents a contingent right to receive one share of the company’s Class A common stock upon vesting.
The Restricted Stock Units vest in three equal annual installments beginning on April 1, 2029. Following this award, Hamilton held 29,843 Restricted Stock Units as of the transaction date, all reported as directly owned.