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BUNGERT MICHAEL G reported acquisition or exercise transactions in this Form 4 filing.
Ryan Specialty Holdings director granted equity award
Director Michael G. Bungert received an award of 4,615 Restricted Stock Units tied to Ryan Specialty Holdings Class A common stock. The units vested immediately upon grant, but he elected to defer settlement until his separation from service on the board of directors.
The grant had a stated price of $0.00 per share, reflecting that it is a compensation award rather than a market purchase. Following this award, his reported direct position from this grant is 4,615 units.
BOLGER DAVID P reported acquisition or exercise transactions in this Form 4 filing.
RYAN SPECIALTY HOLDINGS, INC. director David P. Bolger received an equity award of 5,757 shares of Class A Common Stock in the form of Restricted Stock Units that vested immediately upon grant at $0.00 per share. According to the filing, settlement of these units is deferred until his separation from service on the board, and the grant was approved by the board for purposes of Rule 16(b)(3). Following the award, he holds 20,580 Class A shares directly and 66,467 Class A shares indirectly through the David P. Bolger Revocable Trust dated 10/30/1995, with beneficial ownership disclaimed except to the extent of his pecuniary interest.
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.