Основная статистика
CIK | 1849253 |
SEC Filings
SEC Filings (Chronological Order)
August 1, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY HOLDIN |
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July 31, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2025 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commis |
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July 31, 2025 |
1 RYAN SPECIALTY REPORTS SECOND QUARTER 2025 RESULTS - Total Revenue grew 23.0% year-over-year to $855.2 million - - Organic Revenue Growth Rate* of 7.1% year-over-year - - Net Income of $124.7 million, or $0.38 per diluted share - - Adjusted EBITDAC* grew 24.5% year-over-year to $308.4 million - - Adjusted Net Income increased 15.0% year-over-year to $184.7 million - - Adjusted Diluted Earnings P |
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July 17, 2025 |
Ryan Specialty Mourns Passing of Board Member and Lead Director Cam Findlay Ryan Specialty Mourns Passing of Board Member and Lead Director Cam Findlay July 16, 2025 | CHICAGO, IL – Ryan Specialty Holdings, Inc. |
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July 17, 2025 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 17, 2025 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commis |
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June 4, 2025 |
Amended and Restated Certificate of Incorporation of Ryan Specialty Holdings, Inc. Signature Page to Amended and Restated Certificate of Incorporation of Ryan Specialty Holdings, Inc. |
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June 4, 2025 |
Amended and Restated Bylaws of Ryan Specialty Holdings, Inc. EXHIBIT 3.2 AMENDED AND RESTATED BYLAWS OF RYAN SPECIALTY HOLDINGS, INC. A Delaware corporation (Adopted as of [May 30], 2025) ARTICLE I OFFICES Section 1. Offices. Ryan Specialty Holdings, Inc. (the “Corporation”) may have an office or offices other than its registered office at such place or places, either within or outside the State of Delaware, as the Board of Directors of the Corporation (the |
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June 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 30, 2025 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commiss |
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May 2, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY HOLDI |
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May 1, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 1, 2025 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commissi |
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May 1, 2025 |
1 RYAN SPECIALTY REPORTS FIRST QUARTER 2025 RESULTS - Total Revenue grew 25.0% year-over-year to $690.2 million - - Organic Revenue Growth Rate* of 12.9% year-over-year - - Net Income of $(4.4) million, or $(0.22) per diluted share - - Adjusted EBITDAC* grew 27.5% year-over-year to $200.5 million - - Adjusted Net Income increased 13.0% year-over-year to $107.8 million - - Adjusted Diluted Earnings |
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April 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defin |
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April 17, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: x Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defin |
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April 4, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a Party other than the Registrant o Check the appropriate box: x Preliminary Proxy Statement o Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) o Defin |
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March 27, 2025 |
Ryan Specialty to Hire Steve Keogh as Chief Operating Officer EXHIBIT 99.1 Ryan Specialty to Hire Steve Keogh as Chief Operating Officer MARCH 27, 2025 | CHICAGO, IL - Ryan Specialty (NYSE: RYAN) (“Ryan Specialty”), a leading international specialty insurance firm, is pleased to announce that Steve Keogh will be joining the firm as Chief Operating Officer effective May 1, 2025. Commenting on the hire, Tim Turner, CEO of Ryan Specialty said, “Steve is a seaso |
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March 27, 2025 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 27, 2025 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commi |
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February 21, 2025 |
Subsidiaries of the Registrant, filed herewith. Exhibit 21.1 Subsidiaries of Ryan Specialty Holdings, Inc. Entity Name Country of Incorporation / Organization New Ryan Specialty, LLC United States, Delaware Ryan Specialty, LLC United States, Delaware Ryan Services Group, LLC United States, Delaware RSG Underwriting Managers, LLC United States, Delaware CorRisk Solutions, a series of RSG Underwriting Managers, LLC United States, Delaware Emerald |
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February 21, 2025 |
INSIDER TRADING POLICY 1 | P a g e Exhibit 19.1 RYAN SPECIALTY HOLDINGS, INC. INSIDER TRADING POLICY Effective July 21, 2021 Rev’d: March 8, 2022 Rev’d: May 1, 2023 PURPOSE This Insider Trading Policy (the “Policy”) provides guidelines with respect to transactions in the securities of Ryan Specialty Holdings, Inc. (the “Company”) and the handling of confidential information about the Company and t |
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February 21, 2025 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended DECEMBER 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-40 |
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February 20, 2025 |
Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 20, 2025 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Co |
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February 20, 2025 |
RYAN SPECIALTY REPORTS FOURTH QUARTER 2024 RESULTS - Total Revenue grew 24.5% year-over-year to $663.5 million - - Organic Revenue Growth Rate* of 11.0% year-over-year - - Net Income of $42.6 million, or $0.10 per diluted share - - Adjusted EBITDAC* grew 36.2% year-over-year to $216.0 million - - Adjusted Net Income increased 28.9% year-over-year to $123.3 million, or $0.45 per diluted share - Feb |
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December 9, 2024 |
Exhibit 4.2 FIRST SUPPLEMENTAL INDENTURE 5.875% SENIOR SECURED NOTES DUE 2032 FIRST SUPPLEMENTAL INDENTURE (this “Supplemental Indenture”), dated as of December 9, 2024, among RYAN SPECIALTY, LLC, a Delaware limited liability company (the “Company” or the “Issuer”), THE GUARANTORS party hereto from time to time (the “Guarantors”) and U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as trustee (in su |
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December 9, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 9, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Com |
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December 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 2, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Com |
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December 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 2, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Com |
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December 2, 2024 |
Ryan Specialty, LLC Launches Private Offering of $500 Million of Senior Secured Notes EX-99.1 Exhibit 99.1 Ryan Specialty, LLC Launches Private Offering of $500 Million of Senior Secured Notes December 2, 2024 | CHICAGO, IL – Ryan Specialty Holdings, Inc. (NYSE: RYAN) (“Ryan Specialty”), a leading international specialty insurance services firm, today announced that Ryan Specialty, LLC (the “Company”), an indirect subsidiary of Ryan Specialty, intends to offer up to $500 million in |
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December 2, 2024 |
Ryan Specialty, LLC Upsizes and Prices $600 Million of Senior Secured Notes Exhibit 99.1 Ryan Specialty, LLC Upsizes and Prices $600 Million of Senior Secured Notes CHICAGO — (BUSINESS WIRE) — Ryan Specialty Holdings, Inc. (NYSE: RYAN) (“Ryan Specialty”), a leading international specialty insurance services firm, today announced that Ryan Specialty, LLC (the “Company”), an indirect subsidiary of Ryan Specialty, priced an offering of $600 million aggregate principal amount |
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November 13, 2024 |
RYAN / Ryan Specialty Holdings, Inc. / Capital World Investors - SEC SCHEDULE 13G Passive Investment SC 13G 1 SEC13GFiling.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Ryan Specialty Holdings, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 78351F107 (CUSIP Number) September 30, 2024 (Date of Event Which Requires Filing of this Statement) Check the appropriate |
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November 13, 2024 |
SC 13G/A 1 fp0090889-26sc13ga.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 5)* RYAN SPECIALTY GROUP HOLDINGS, INC. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of |
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October 31, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY H |
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October 31, 2024 |
EXHIBIT 10.16 SEVENTH AMENDMENT TO CREDIT AGREEMENT This SEVENTH AMENDMENT TO CREDIT AGREEMENT, dated as of September 13, 2024 (this “Amendment”), is entered into by and among RYAN SPECIALTY, LLC, a Delaware limited liability company (the “Borrower”), the 2024 Refinancing Term Loan Lenders (as defined below) party hereto, the 2024 Incremental Term Loan Lender (as defined below) party hereto, JPMOR |
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October 30, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 30, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Com |
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October 30, 2024 |
RYAN SPECIALTY REPORTS THIRD QUARTER 2024 RESULTS RYAN SPECIALTY REPORTS THIRD QUARTER 2024 RESULTS - Total Revenue grew 20.5% year-over-year to $604.7 million - - Organic Revenue Growth Rate* of 11.8% year-over-year - - Net Income of $28.6 million, or $0.09 per diluted share - - Adjusted EBITDAC* grew 29.4% year-over-year to $190.3 million - - Adjusted Net Income increased 31.2% year-over-year to $113.6 million, or $0.41 per diluted share - Octo |
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September 19, 2024 |
Exhibit 4.1 RYAN SPECIALTY, LLC, as Issuer the GUARANTORS party hereto from time to time, and U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, as Trustee and Notes Collateral Agent 5.875% Senior Secured Notes due 2032 INDENTURE Dated as of September 19, 2024 Table of Contents Page Article I DEFINITIONS AND INCORPORATION BY REFERENCE Section 1.1. Definitions 1 Section 1.2. Other Definitions. 49 Secti |
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September 19, 2024 |
Exhibit 10.1 SEVENTH AMENDMENT TO CREDIT AGREEMENT This SEVENTH AMENDMENT TO CREDIT AGREEMENT, dated as of September 13, 2024 (this “Amendment”), is entered into by and among RYAN SPECIALTY, LLC, a Delaware limited liability company (the “Borrower”), the 2024 Refinancing Term Loan Lenders (as defined below) party hereto, the 2024 Incremental Term Loan Lender (as defined below) party hereto, JPMORG |
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September 19, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 13, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (C |
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September 5, 2024 |
Ryan Specialty, LLC Upsizes and Prices $600 Million of Senior Secured Notes Exhibit 99.1 Ryan Specialty, LLC Upsizes and Prices $600 Million of Senior Secured Notes CHICAGO—(BUSINESS WIRE)—Ryan Specialty Holdings, Inc. (NYSE: RYAN) (“Ryan Specialty”), a leading international specialty insurance firm, today announced that Ryan Specialty, LLC (the “Company”), an indirect subsidiary of Ryan Specialty, priced an offering of $600 million in aggregate principal amount of its 5. |
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September 5, 2024 |
Ryan Specialty, LLC Launches Private Offering of $500 Million of Senior Secured Notes Exhibit 99.1 Ryan Specialty, LLC Launches Private Offering of $500 Million of Senior Secured Notes CHICAGO—(BUSINESS WIRE)— Ryan Specialty Holdings, Inc. (NYSE: RYAN) (“Ryan Specialty”), a leading international specialty insurance firm, today announced that Ryan Specialty, LLC (the “Company”), an indirect subsidiary of Ryan Specialty, intends to offer up to $500 million aggregate principal amount |
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September 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 5, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Co |
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September 5, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 5, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Co |
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September 3, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 28, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Comm |
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August 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY HOLDIN |
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August 2, 2024 |
FIRST AMENDMENT TO THE THIRD AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF NEW RYAN SPECIALTY, LLC The undersigned, being the Manager and holders of a majority of the outstanding Common Units of New Ryan Specialty, LLC, a Delaware limited liability company (the “Company”), desire to amend, as of April 30, 2024, the Third Amended and Restated Limited Liability Company Agreement of the Company, dated as of July 5, 2023 (the “Agreement”). |
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August 1, 2024 |
Ryan Specialty Signs Definitive Agreement To Acquire US Assure EXHIBIT 99.1 Ryan Specialty Signs Definitive Agreement To Acquire US Assure AUGUST 1, 2024 | CHICAGO, IL – Ryan Specialty (NYSE: RYAN), a leading international specialty insurance intermediary, is pleased to announce it has signed a definitive agreement to acquire US Assure Insurance Services of Florida, Inc. (“US Assure”). US Assure, headquartered in Jacksonville, FL, is a leading program special |
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August 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 30, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commis |
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August 1, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 30, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commis |
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August 1, 2024 |
EXHIBIT 10.1 SIXTH AMENDMENT TO CREDIT AGREEMENT This SIXTH AMENDMENT TO CREDIT AGREEMENT, dated as of July 30, 2024 (this “Amendment”), is entered into by and among RYAN SPECIALTY, LLC, a Delaware limited liability company (the “Borrower”), RYAN SPECIALTY HOLDINGS INTERNATIONAL LIMITED, a private limited company incorporated under the laws of England and Wales with company number 07632134, having |
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August 1, 2024 |
RYAN SPECIALTY REPORTS SECOND QUARTER 2024 RESULTS - Total Revenue grew 18.8% year-over-year to $695.4 million - - Organic Revenue Growth Rate* of 14.2% year-over-year - - Net Income of $118.0 million, or $0.37 per diluted share - - Adjusted EBITDAC* grew 27.6% year-over-year to $247.7 million - - Adjusted Net Income increased 29.8% year-over-year to $160.6 million, or $0.58 per diluted share - Au |
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August 1, 2024 |
Ryan specialty Ryan specialty's ACQUISITION OF us assure August 2024 1 EXHIBIT 99.2 Ryan specialty Ryan specialty's ACQUISITION OF us assure August 2024 1 DISCLAIMER Forward-Looking Statements: This presentation by Ryan Specialty Holdings, Inc. (the “Company,” “we,” “us”) contains forward-looking statements, within the meaning of the Private Securities Litigation Reform Act of 1995, that involve substantial risks and uncertainties and that reflect the Company’s curre |
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July 1, 2024 |
Ryan Specialty to Implement Leadership Succession Plan in October 2024 Pat Ryan, Founder, Chairman and Chief Executive Officer, to become Executive Chairman Tim Turner, President of Ryan Specialty and Chairman and CEO of RT Specialty, to become Chief Executive Officer Jeremiah Bickham, Chief Financial Officer, to become President of Ryan Specialty Janice Hamilton, Chief Accounting Officer, to become Chief Financial Officer July 1, 2024 | CHICAGO, IL – Ryan Specialty Holdings, Inc. |
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July 1, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 28, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commis |
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May 8, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): AMay 01, 2023 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commis |
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May 3, 2024 |
Exhibit 10.15 PERFORMANCE-BASED RESTRICTED LLC UNIT AGREEMENT (DELTA PLUS) PURSUANT TO THE RYAN SPECIALTY HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [●] Grant Date: [●] Target Number of PLUs Granted (“Target PLUs”): [●] * * * * * THIS PERFORMANCE-BASED RESTRICTED LLC UNIT AWARD AGREEMENT (together with any appendix hereto, this “Agreement”), dated as of the Grant Date specif |
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May 3, 2024 |
Exhibit 10.14 PERFORMANCE-BASED RESTRICTED STOCK UNIT AGREEMENT (DELTA PSUS) PURSUANT TO THE RYAN SPECIALTY HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [●] Grant Date: [●] Target Number of PSUs Granted (“Target PSUs”): [●] * * * * * THIS PERFORMANCE-BASED RESTRICTED STOCK UNIT AWARD AGREEMENT (together with any appendix thereto, this “Agreement”), dated as of the Grant Date s |
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May 3, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY HOLDI |
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May 2, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commi |
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May 2, 2024 |
RYAN SPECIALTY REPORTS FIRST QUARTER 2024 RESULTS - Total Revenue grew 20.6% year-over-year to $552.0 million - - Organic Revenue Growth Rate* of 13.7% year-over-year 1- - Net Income of $40.7 million, or $0.13 per diluted share - - Adjusted EBITDAC* grew 25.8% year-over-year to $157.2 million - - Adjusted Net Income increased 32.9% year-over-year to $95.4 million, or $0.35 per diluted share - May |
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March 19, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the registrant ☒ Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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March 19, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the registrant ☒ Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☒ Defin |
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March 14, 2024 |
RYAN / Ryan Specialty Holdings, Inc. / ONEX CORP Activist Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A (Amendment No. 2)* Under the Securities Exchange Act of 1934 RYAN SPECIALTY HOLDINGS, INC. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Number) Colin Sam, Esq. c/o Onex Corporation 161 Bay Street P.O. Box 700 Toronto, ON, Canada M5J 2S1 +1 (416 |
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February 28, 2024 |
Subsidiaries of the Registrant, filed herewith. Exhibit 21.1 Subsidiaries of Ryan Specialty Holdings, Inc. Entity Name Country of Incorporation / Organization New Ryan Specialty, LLC United States, Delaware Ryan Specialty, LLC United States, Delaware Ryan Services Group, LLC United States, Delaware RSG Underwriting Managers, LLC United States, Delaware CorRisk Solutions, a series of RSG Underwriting Managers, LLC United States, Delaware Emerald |
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February 28, 2024 |
1 RESTRICTED LLC UNIT AGREEMENT (2021 GEARING RLUS) PURSUANT TO THE RYAN SPECIALTY HOLDINGS, INC. |
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February 28, 2024 |
CLASS C COMMON INCENTIVE UNIT GRANT AGREEMENT (PSI UNITS) PURSUANT TO THE RYAN SPECIALTY HOLDINGS, INC. |
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February 28, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-40645 RYAN SPECIAL |
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February 28, 2024 |
Ryan Specialty Group Services, LLC Executive Severance Plan, (incorporated by reference to Exhibit Exhibit 10.20 RYAN SPECIALTY GROUP SERVICES, LLC EXECUTIVE SEVERANCE PLAN Article I PURPOSE The purpose of this Executive Severance Plan (this “Plan”) is to provide severance benefits to certain eligible employees of Ryan Specialty Group Services, LLC, a Delaware limited liability company (the “Company”) and its Affiliates, who experience a Qualifying Termination under the conditions described in |
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February 28, 2024 |
Clawback Policy Pursuant to Rule 10D-1 under the Exchange Act, (incorporated by reference to Exhibit EXHIBIT 97.1 RYAN SPECIALTY HOLDINGS, INC. CLAWBACK POLICY Effective October 2, 2023 Introduction The Board of Directors (the “Board”) of Ryan Specialty Holdings, Inc. (the “Company”) believes that it is in the best interests of the Company and its stockholders to create and maintain a culture that emphasizes accountability and that reinforces the Company’s pay-for-performance compensation philoso |
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February 27, 2024 |
RYAN SPECIALTY REPORTS FOURTH QUARTER 2023 RESULTS; INITIATES QUARTERLY DIVIDEND - Total Revenue grew 22. |
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February 27, 2024 |
Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 31, 2023 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Co |
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February 13, 2024 |
RYAN / Ryan Specialty Holdings, Inc. / VANGUARD GROUP INC - SCHEDULE 13G/A Passive Investment SC 13G/A 1 tv01856-ryanspecialtyholding.htm SCHEDULE 13G/A SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No.: 1)* Name of issuer: Ryan Specialty Holdings, Inc. Class A Title of Class of Securities: Common Stock CUSIP Number: 78351F107 Date of Event Which Requires Filing of this Statement: December 29, 2023 Check the appr |
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February 13, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (AMENDMENT NO. 4)* RYAN SPECIALTY GROUP HOLDINGS, INC. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Numb |
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February 13, 2024 |
AGREEMENT JOINT FILING OF SCHEDULE 13G EX-1 2 fp0086862-66ex1.htm AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. (an investment adviser registered under the Investment Advisers Act of 1940) and Virtus Equity Trust (on behalf of Virtus KAR Small-Cap Growth Fund), a Delaware statutor |
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February 12, 2024 |
RYAN / Ryan Specialty Holdings, Inc. / RYAN PATRICK G - SC 13G/A Passive Investment SC 13G/A 1 d749356dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 2)* Ryan Specialty Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this |
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January 19, 2024 |
EXHIBIT 10.1 FIFTH AMENDMENT TO CREDIT AGREEMENT This FIFTH AMENDMENT TO CREDIT AGREEMENT, dated as of January 19, 2024 (this “Amendment”), is entered into by and among RYAN SPECIALTY, LLC, a Delaware limited liability company (“Borrower”), each Lender party hereto, which Lenders collectively constitute all Initial Term Lenders and the Required Lenders and JPMORGAN CHASE BANK, N.A. (“JPMorgan”), a |
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January 19, 2024 |
Ryan Specialty Successfully Reprices Term Loan, Lowers Cost of Capital Ryan Specialty Successfully Reprices Term Loan, Lowers Cost of Capital JANUARY 19, 2024 | CHICAGO, IL – Ryan Specialty Holdings, Inc. |
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January 19, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 19, 2024 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Com |
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January 2, 2024 |
Ryan Specialty Appoints to Its Board of Directors Pat Ryan, Jr., CEO of Incisent Labs Group, and Announces William Devers’ Retirement JANUARY 2, 2023 | CHICAGO, IL – Ryan Specialty Holdings, Inc. (NYSE: RYAN), a leading international specialty insurance firm, announced that William J. Devers retired from the Company’s Board of Directors, effective December 31, 2023. “Bill Devers has been on the Bo |
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January 2, 2024 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 28, 2023 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Co |
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November 3, 2023 |
Exhibit 10.2 RYAN SPECIALTY, LLC EIGHTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT Dated as of July 5, 2023 THE LIMITED LIABILITY COMPANY INTERESTS REPRESENTED BY THIS EIGHTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT HAVE NOT BEEN REGISTERED UNDER THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED, OR UNDER ANY OTHER APPLICABLE SECURITIES LAWS. SUCH LIMITED LIABILITY |
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November 3, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY H |
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November 3, 2023 |
Exhibit 10.20 NEW RYAN SPECIALTY, LLC THIRD AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT Dated as of July 5, 2023 THE LIMITED LIABILITY COMPANY INTERESTS REPRESENTED BY THIS THIRD AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT HAVE NOT BEEN REGISTERED UNDER THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED, OR UNDER ANY OTHER APPLICABLE SECURITIES LAWS. SUCH LIMITED LIABIL |
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November 2, 2023 |
RYAN SPECIALTY REPORTS THIRD QUARTER 2023 RESULTS - Total Revenue grew 21.8% year-over-year to $501.9 million - - Organic Revenue Growth Rate of 14.7% year-over-year - - Net Income of $15.7 million, or $(0.04) per diluted share 1 - - Adjusted EBITDAC grew 25.8% year-over-year to $147.0 million - - Adjusted Net Income increased 30.2% year over year to $86.6 million, or $0.32 per diluted share - Nov |
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November 2, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 30, 2022 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (C |
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October 31, 2023 |
Ryan Specialty Appoints to Its Board of Directors Anthony J. Kuczinski, Former President & CEO of Munich Re US OCTOBER 31, 2023 | CHICAGO, IL – Ryan Specialty Holdings, Inc. (NYSE: RYAN), a leading international specialty insurance firm, announced that Anthony J. Kuczinski has been appointed to its Board of Directors and will serve as a member of its Compensation and Governance Committee, effectiv |
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October 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 30, 2023 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Com |
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August 4, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY HOLDIN |
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August 3, 2023 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 30, 2022 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commis |
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August 3, 2023 |
RYAN SPECIALTY REPORTS SECOND QUARTER 2023 RESULTS - Total Revenue grew 19.1% year-over-year to $585.1 million - - Organic Revenue Growth Rate of 16.1% year-over-year - - Net Income of $83.8 million, or $0.26 per diluted share - - Adjusted EBITDAC grew 16.9% year-over-year to $194.2 million - - Adjusted Net Income increased 16.2% year over year to $123.7 million, or $0.45 per diluted share - AUGUS |
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July 31, 2023 |
Ryan Specialty Appoints Francesca Cornelli, Dean of Northwestern University’s Kellogg School of Management, to Board of Directors July 31, 2023 | CHICAGO, IL – Ryan Specialty Holdings, Inc. |
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July 31, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 31, 2023 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commis |
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June 27, 2023 |
June 27, 2023 Via EDGAR Submission United States Securities and Exchange Commission Division of Corporation Finance Office of Technology 100 F Street, N. |
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May 24, 2023 |
Information Relating to Part II. EX-99.1 Exhibit 99.1 Information Relating to Part II. Item 14. Other Expenses of Issuance and Distribution The expenses in connection with the offer and sale of shares of common stock of Ryan Specialty Holdings, Inc., registered pursuant to the automatic shelf Registration Statement on Form S-3ASR (Registration No. 333-272122) filed on May 22, 2023, are set forth in the following table. All amount |
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May 24, 2023 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): May 22, 2023 RYAN SPECIALTY HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-40645 86-2526344 (State or other jurisdiction of incorporation or organi |
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May 24, 2023 |
424B4 Table of Contents Filed Pursuant to Rule 424(b)(7) Registration No. 333-272122 PROSPECTUS SUPPLEMENT (To Prospectus dated May 22, 2023) 9,000,000 Shares Ryan Specialty Holdings, Inc. Class A Common Stock Offered by the Selling Stockholders The selling stockholders identified in this prospectus supplement (the “selling stockholders”) are offering 9,000,000 shares of Class A common stock, par |
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May 24, 2023 |
RYAN / Ryan Specialty Holdings Inc Class A / ONEX CORP - SC 13D/A Activist Investment SC 13D/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A Under the Securities Exchange Act of 1934 RYAN SPECIALTY HOLDINGS, INC. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Number) Andrea E. Daly, Esq. c/o Onex Corporation 161 Bay Street P.O. Box 700 Toronto, ON, Canada M5J 2S1 +1 (416) 362 |
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May 24, 2023 |
EX-FILING FEES Exhibit 107 Calculation of Filing Fee Table Form 424(b)(4) (Form Type) Ryan Specialty Holdings, Inc. |
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May 24, 2023 |
EX-1.1 Exhibit 1.1 RYAN SPECIALTY HOLDINGS, INC. 9,000,000 Shares of Class A Common Stock Underwriting Agreement May 22, 2023 Barclays Capital Inc. 745 Seventh Avenue New York, NY 10019 Ladies and Gentlemen: Onex RSG LP and Onex RSG Holdings LP (“Onex”) and the additional stockholder named in Schedule 2 hereto (such additional stockholder, the “Additional Selling Stockholder” and, together with On |
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May 22, 2023 |
As filed with the Securities and Exchange Commission on May 22, 2023 S-3ASR Table of Contents As filed with the Securities and Exchange Commission on May 22, 2023 No. |
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May 22, 2023 |
EX-FILING FEES Exhibit 107 Calculation of Filing Fee Table Form S-3ASR (Form Type) Ryan Specialty Holdings, Inc. |
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May 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 01, 2023 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commiss |
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May 5, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY HOLDI |
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May 4, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 31, 2022 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commi |
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May 4, 2023 |
RYAN SPECIALTY REPORTS FIRST QUARTER 2023 RESULTS - Total Revenue grew 18.3% year-over-year to $457.6 million - - Organic Revenue Growth Rate of 12.9% year-over-year - - Net Income of $36.5 million, or $0.11 per diluted share - - Adjusted EBITDAC grew 16.5% year-over-year to $125.0 million - - Adjusted Net Income increased 10.9% year over year to $71.8 million, or $0.26 per diluted share - MAY 4, |
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March 20, 2023 |
DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the registrant ☒ Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) |
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March 20, 2023 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14( a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the registrant ☒ Filed by a Party other than the registrant ☐ Check the appropriate box: ☐ Preliminary proxy statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 1 |
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March 9, 2023 |
Ryan Specialty Promotes Michael VanAcker to EVP of RT Specialty Ryan Specialty Promotes Michael VanAcker to EVP of RT Specialty MARCH 9, 2023 | CHICAGO, IL – Ryan Specialty (NYSE: RYAN), a leading international specialty insurance firm, is pleased to announce the promotion, effective immediately, of Michael VanAcker to Executive Vice President of RT Specialty, Ryan Specialty’s wholesale brokerage and binding authority specialty. |
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March 9, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 03, 2023 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commi |
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March 1, 2023 |
Exhibit 10.8 FIRST AMENDMENT TO THE RYAN SPECIALTY HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN Effective as of January 1, 2023, pursuant to action taken by the Board of Directors of Ryan Specialty Holdings, Inc., the Ryan Specialty Holdings, Inc. 2021 Omnibus Incentive Plan (the “Plan”) has been amended as follows: The following sentence shall be added to the end of Section 4.1(a) of the Plan: “The |
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March 1, 2023 |
Exhibit 10.20 NEW RYAN SPECIALTY, LLC Second AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT Dated as of November 8, 2022 THE LIMITED LIABILITY COMPANY INTERESTS REPRESENTED BY THIS SECOND AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT HAVE NOT BEEN REGISTERED UNDER THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED, OR UNDER ANY OTHER APPLICABLE SECURITIES LAWS. SUCH LIMITED |
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March 1, 2023 |
c UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K c UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-40645 RYAN SPECI |
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March 1, 2023 |
Subsidiaries of the Registrant, filed herewith. Exhibit 21.1 Subsidiaries of Ryan Specialty Holdings, Inc. Entity Name Country of Incorporation / Organization New Ryan Specialty, LLC United States, Delaware Ryan Specialty, LLC United States, Delaware Ryan Services Group, LLC United States, Delaware RSG Underwriting Managers, LLC United States, Delaware WKFC Underwriting Managers, a series of RSG Underwriting Managers, LLC United States, Delawar |
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February 28, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 31, 2022 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Co |
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February 28, 2023 |
RYAN SPECIALTY REPORTS FOURTH QUARTER 2022 RESULTS - Total Revenue grew 14.9% year-over-year to $435.0 million - - Organic Revenue Growth Rate of 10.3% year-over-year - - Net Income of $45.8 million, or $0.14 per diluted share - - Adjusted EBITDAC grew 5.8% year-over-year to $127.3 million - - Adjusted Net Income declined 4.1% year over year to $73.8 million, or $0.27 per diluted share - - Initiat |
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February 24, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 22, 2023 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Co |
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February 14, 2023 |
SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* RYAN SPECIALTY GROUP HOLDINGS, INC. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statemen |
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February 14, 2023 |
AGREEMENT JOINT FILING OF SCHEDULE 13G EX-99.2 2 ex992.htm EX-99.2 AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. (an investment adviser registered under the Investment Advisers Act of 1940) and Virtus Equity Trust (on behalf of Virtus KAR Small-Cap Growth Fund), a Delaware statuto |
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February 10, 2023 |
RYAN / Ryan Specialty Group Holdings, Inc. / RYAN PATRICK G - SC 13G/A Passive Investment SC 13G/A 1 d398954dsc13ga.htm SC 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G/A UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. 1)* Ryan Specialty Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of thi |
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February 9, 2023 |
RYAN / Ryan Specialty Group Holdings, Inc. / VANGUARD GROUP INC - SCHEDULE 13G Passive Investment SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 Name of issuer: Ryan Specialty Holdings Inc. Title of Class of Securities: Common Stock CUSIP Number: 78351F107 Date of Event Which Requires Filing of this Statement: December 30, 2022 Check the appropriate box to designate the rule pursuant to which this Schedule is filed: ☒ Rule 13d-1 |
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November 10, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported):November 10, 2022 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Com |
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November 10, 2022 |
““ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ?? UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALT |
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November 10, 2022 |
RYAN SPECIALTY REPORTS THIRD QUARTER 2022 RESULTS - Total Revenue grew 16.8% year-over-year to $412.0 million - - Organic Revenue Growth Rate of 13.7% year-over-year - - Net Income of $29.3 million, or $0.09 per diluted share - - Adjusted EBITDAC grew 11.2% year-over-year to $116.8 million - - Adjusted Net Income grew 5.7% year-over-year to $66.6 million, or $0.25 per diluted share - NOVEMBER 10, |
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August 12, 2022 |
EXHIBIT 10.1 Amended AND Restated TAX RECEIVABLE AGREEMENT among RYAN SPECIALTY HOLDINGS, INC. (f/k/a Ryan Specialty Group Holdings, Inc.) and THE PERSONS NAMED HEREIN Dated as of August 9, 2022 TABLE OF CONTENTS Page Article I DEFINITIONS 2 Section 1.1 Definitions 2 Article II DETERMINATION OF CERTAIN REALIZED TAX BENEFIT 12 Section 2.1 Basis Schedule 12 Section 2.2 Tax Benefit Schedule 12 Sectio |
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August 12, 2022 |
““ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ““ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY HOL |
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August 12, 2022 |
EXHIBIT 10.7 RYAN SPECIALTY HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN ARTICLE I PURPOSE The purpose of this Ryan Specialty Holdings, Inc. 2021 Omnibus Incentive Plan is to enhance the profitability and value of the Company for the benefit of its stockholders by enabling the Company to offer Eligible Individuals cash and stock-based incentives in order to attract, retain and reward such individual |
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August 11, 2022 |
RYAN SPECIALTY REPORTS SECOND QUARTER 2022 RESULTS - Total Revenue grew 26.0% year-over-year to $491.3 million - - Organic Revenue Growth Rate of 22.3% year-over-year - - Net Income of $70.1 million, or $0.22 per diluted share - - Adjusted EBITDAC grew 18.2% year-over-year to $166.1 million - - Adjusted Net Income grew 15.4% year-over-year to $106.4 million, or $0.39 per diluted share - AUGUST 11, |
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August 11, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 11, 2022 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Comm |
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June 13, 2022 |
Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 07, 2022 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commis |
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June 8, 2022 |
EXHIBIT 3.2 AMENDED AND RESTATED BYLAWS OF RYAN SPECIALTY HOLDINGS, INC. A Delaware corporation (Adopted as of July 21, 2021) ARTICLE I OFFICES Section 1. Offices. Ryan Specialty Holdings, Inc. (the ?Corporation?) may have an office or offices other than its registered office at such place or places, either within or outside the State of Delaware, as the Board of Directors of the Corporation (the |
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June 8, 2022 |
EXHIBIT 3.1 CERTIFICATE OF AMENDMENT OF CERTIFICATE OF INCORPORATION OF RYAN SPECIALTY GROUP HOLDINGS, INC. * * * * * Patrick G. Ryan, being the Chief Executive Officer of Ryan Specialty Group Holdings, Inc., a corporation duly organized and existing under and by virtue of the General Corporation Law of the State of Delaware (the "Corporation"), DOES HEREBY CERTIFY as follows: FIRST: That the Corp |
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June 8, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 06, 2022 RYAN SPECIALTY HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (Commis |
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May 13, 2022 |
Exhibit 10.20 FIRST AMENDMENT TO THE AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF NEW RSG HOLDINGS, LLC The undersigned, being the Manager and holders of a majority of the outstanding Common Units of New RSG Holdings, LLC, a Delaware limited liability company (the ?Company?), desire to amend, as of February 17, 2022, the Amended and Restated Limited Liability Company Agreement of th |
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May 13, 2022 |
Exhibit 10.3 FIRST AMENDMENT TO THE SEVENTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT OF RYAN SPECIALTY GROUP, LLC The undersigned, being the Manager and the holders of all of the outstanding units of Ryan Specialty Group, LLC, a Delaware limited liability company (the ?Company?), desire to amend, as of February 17, 2022, the Seventh Amended and Restated Limited Liability Company Ag |
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May 13, 2022 |
Exhibit 10.18 Execution Version FOURTH AMENDMENT TO CREDIT AGREEMENT THIS FOURTH AMENDMENT TO CREDIT AGREEMENT, dated as of April 29, 2022 (this ?Amendment?), is entered into by and among RYAN SPECIALTY GROUP, LLC, a Delaware limited liability company (?Borrower?) and JPMORGAN CHASE BANK, N.A. (?JPMorgan?), as Administrative Agent, and, solely for purposes of Section IV, the other Loan Parties par |
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May 13, 2022 |
Exhibit 10.17 RESTRICTED LLC UNIT AGREEMENT (2021 GEARING RLUS) PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [?] Grant Date: [?] Number of Restricted LLC Units Granted: [?] * * * * * THIS RESTRICTED LLC UNIT AWARD AGREEMENT (this ?Agreement?), dated as of the Grant Date specified above, is entered into by and between New RSG Holdings, LLC, |
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May 13, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY GROUP |
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May 12, 2022 |
Exhibit 99.1 RYAN SPECIALTY REPORTS FIRST QUARTER 2022 RESULTS - Total Revenue grew 24.2% year-over-year to $386.9 million - - Organic Revenue Growth Rate of 20.1% year-over-year - - Net Income of $18.1 million, or $0.06 per diluted share - - Adjusted EBITDAC grew 13.6% year-over-year to $107.3 million - - Adjusted Net Income grew 13.3% year-over-year to $64.7 million, or $0.24 per diluted share - |
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May 12, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 12, 2022 RYAN SPECIALTY GROUP HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) (C |
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April 22, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the registrant ? Filed by a Party other than the registrant ? Check the appropriate box: ? Preliminary proxy statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14 |
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April 22, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the registrant ? Filed by a Party other than the registrant ? Check the appropriate box: ? Preliminary proxy statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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April 12, 2022 |
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the registrant ? Filed by a Party other than the registrant ? Check the appropriate box: ? Preliminary proxy statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14 |
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March 22, 2022 |
Ryan Specialty Group Retirement Savings Plan Exhibit 10.1 GREAT-WEST TRUST COMPANY, LLC DEFINED CONTRIBUTION PRE-APPROVED PLAN Defined Contribution Pre-Approved Plan TABLE OF CONTENTS ARTICLE I, DEFINITIONS 1.01 Account 1 1.02 Account Balance or Accrued Benefit 1 1.03 Accounting Date 1 1.04 Adoption Agreement 1 1.05 Alternative Annuity 1 1.06 Annuity Contract 1 1.07 Annuity Starting Date 1 1.08 Appendix 1 1.09 Beneficiary 1 1.10 Code 2 1.11 |
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March 22, 2022 |
EXHIBIT 107 Calculation of Filing Fee Table Form S-8 (Form Type) Ryan Specialty Group Holdings, Inc. |
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March 22, 2022 |
As filed with the Securities and Exchange Commission on March 22, 2022 As filed with the Securities and Exchange Commission on March 22, 2022 Registration No. |
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March 16, 2022 |
Description of Registrant?s Securities Registered Pursuant to Section 12 of the Securities and Exchange Act of 1934. |
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March 16, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 or ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-40645 RYAN SPECIAL |
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March 16, 2022 |
Subsidiaries of the Registrant, filed herewith Exhibit 21.1 Subsidiaries of Ryan Specialty Group Holdings, Inc. Entity Name Country of Incorporation / Organization New RSG, LLC United States, Delaware Ryan Specialty Group, LLC United States, Delaware Ryan Specialty Group Services, LLC United States, Delaware Ryan Services Group, LLC United States, Delaware RSG Underwriting Managers, LLC United States, Delaware WKFC Underwriting Managers, a ser |
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March 16, 2022 |
RESTRICTED STOCK UNIT AGREEMENT PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. |
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March 15, 2022 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 15, 2022 RYAN SPECIALTY GROUP HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) |
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March 15, 2022 |
RYAN SPECIALTY GROUP REPORTS FOURTH QUARTER 2021 RESULTS - Total Revenue grew 15.8% period-over-period to $378.5 million - - Organic Revenue Growth Rate of 15.4% period-over-period - - Net Income of $29.6 million, or $0.09 per diluted share - - Adjusted EBITDAC grew 18.2% period-over-period to $120.3 million - - Adjusted Net Income grew 24.1% period-over-period to $77.0 million, or $0.29 per dilut |
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March 14, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 08, 2022 RYAN SPECIALTY GROUP HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) |
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March 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 08, 2022 RYAN SPECIALTY GROUP HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation) |
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February 11, 2022 |
AGREEMENT JOINT FILING OF SCHEDULE 13G AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. |
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February 11, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* RYAN SPECIALTY GROUP HOLDINGS, INC. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate |
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February 11, 2022 |
RYAN / Ryan Specialty Group Holdings, Inc. / RYAN PATRICK G - SC 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (Amendment No. )* Ryan Specialty Group Holdings, Inc. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the Appropriate B |
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February 7, 2022 | ||
February 7, 2022 |
RYAN SPECIALTY GROUP, LLC, as Issuer the GUARANTORS party hereto from time to time, and U. |
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February 7, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 03, 2022 RYAN SPECIALTY GROUP HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporatio |
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January 20, 2022 |
Pricing of $400 Million of Senior Secured Notes by Ryan Specialty Group Pricing of $400 Million of Senior Secured Notes by Ryan Specialty Group JANUARY 20, 2022 | CHICAGO, IL? Ryan Specialty Group Holdings, Inc. |
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January 20, 2022 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 20, 2022 RYAN SPECIALTY GROUP HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation |
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January 20, 2022 |
Private Offering of $400 Million of Senior Secured Notes by Ryan Specialty Group Exhibit 99.1 Private Offering of $400 Million of Senior Secured Notes by Ryan Specialty Group JANUARY 20, 2022 | CHICAGO, IL? Ryan Specialty Group Holdings, Inc. (the ?Parent? or ?Ryan Specialty Group?) (NYSE: RYAN), a leading international specialty insurance firm, today announced that Ryan Specialty Group, LLC (the ?Company?) intends to offer up to $400 million aggregate principal amount of seni |
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January 20, 2022 |
Regulation FD Disclosure, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 20, 2022 RYAN SPECIALTY GROUP HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporation |
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November 15, 2021 |
Ryan Specialty Group Third Quarter 2021 Earnings Call November 11, 2021 Ryan Specialty Group ? Third Quarter 2021 Earnings Call, November 11, 2021 EXHIBIT 99. |
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November 15, 2021 |
EXHIBIT 99.1 RYAN SPECIALTY GROUP REPORTS THIRD QUARTER 2021 RESULTS - Total Revenue grew 49.0% year-over-year to $352.8 million - - Organic Revenue Growth Rate of 28.9% year-over-year - - Net Loss of $32.6 million related to one-time costs of Initial Public Offering - - Adjusted EBITDAC grew 55.9% year-over-year to $105.0 million - - Adjusted Net Income grew 51.1% year-over-year to $62.9 million |
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November 15, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 11, 2021 RYAN SPECIALTY GROUP HOLDINGS, INC. (Exact name of Registrant as Specified in Its Charter) Delaware 001-40645 86-2526344 (State or Other Jurisdiction of Incorporatio |
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November 15, 2021 | ||
November 15, 2021 | ||
November 12, 2021 | ||
November 12, 2021 |
Exhibit 10.2 RYAN SPECIALTY GROUP, LLC SEVENTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT Dated as of September 30, 2021 THE LIMITED LIABILITY COMPANY INTERESTS REPRESENTED BY THIS SEVENTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT HAVE NOT BEEN REGISTERED UNDER THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED, OR UNDER ANY OTHER APPLICABLE SECURITIES LAWS. SUCH LIM |
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November 12, 2021 | ||
November 12, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY G |
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November 12, 2021 | ||
November 12, 2021 |
Exhibit 10.9 NEW RSG HOLDINGS, LLC AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT Dated as of September 30, 2021 THE LIMITED LIABILITY COMPANY INTERESTS REPRESENTED BY THIS AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT HAVE NOT BEEN REGISTERED UNDER THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED, OR UNDER ANY OTHER APPLICABLE SECURITIES LAWS. SUCH LIMITED LIABILITY COMPA |
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September 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 01)* RYAN SPECIALTY GROUP HOLDINGS, INC. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Number) August 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate b |
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September 10, 2021 |
AGREEMENT JOINT FILING OF SCHEDULE 13G AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. |
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September 2, 2021 |
Exhibit 10.8 THIRD AMENDMENT TO CREDIT AGREEMENT THIS THIRD AMENDMENT TO CREDIT AGREEMENT, dated as of August 13, 2021 (this “Amendment”), is entered into by and among RYAN SPECIALTY GROUP, LLC, a Delaware limited liability company (“Borrower”), each Lender party hereto, which Lenders collectively constitute the Required Lenders and JPMORGAN CHASE BANK, N.A. (“JPMorgan”), as Administrative Agent, |
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September 2, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-40645 RYAN SPECIALTY GROUP |
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September 1, 2021 |
Exhibit 99.1 RYAN SPECIALTY GROUP REPORTS SECOND QUARTER 2021 RESULTS - Total Revenue grew 58.3% year-over-year to $390.0 million - - Organic Revenue Growth Rate of 28.5% year-over-year - - Net Income grew 27.1% year-over-year to $63.4 million - - Adjusted EBITDAC increased 79.4% year-over-year to $140.5 million ? - Adjusted Net Income grew 73.5% year-over-year to $92.3 million - - Completed Initi |
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September 1, 2021 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): September 1, 2021 Ryan Specialty Group Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40645 86-2526344 (State or other jurisdiction of incorporatio |
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August 10, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. n/a )* RYAN SPECIALTY GROUP HOLDINGS, INC. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Number) July 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate b |
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August 10, 2021 |
AGREEMENT JOINT FILING OF SCHEDULE 13G EX-99.2 2 ex992.htm EX-99.2 AGREEMENT JOINT FILING OF SCHEDULE 13G Kayne Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and Virtus Investment Advisers, Inc. (an investment adviser registered under the Investment Advisers Act of 1940) and Virtus Equity Trust (on behalf of Virtus KAR Small-Cap Growth Fund), a Delaware statuto |
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August 2, 2021 |
RYAN / Ryan Specialty Group Holdings, Inc. / ONEX CORP - SC 13D Activist Investment SC 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 RYAN SPECIALTY GROUP HOLDINGS, INC. (Name of Issuer) Class A Common Stock, par value $0.001 per share (Title of Class of Securities) 78351F107 (CUSIP Number) Andrea E. Daly, Esq. c/o Onex Corporation 161 Bay Street P.O. Box 700 Toronto, ON, Canada M5J 2S1 +1 (416) 3 |
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August 2, 2021 |
EXHIBIT 99.1 JOINT FILING AGREEMENT In accordance with Rule 13d-1(k)(1) promulgated under the Securities Exchange Act of 1934, the undersigned agree to the joint filing of a Statement on Schedule 13D (including any and all amendments thereto) with respect to the Class A common stock, par value $0.001 per share, of Ryan Specialty Group Holdings, Inc. and further agree to the filing of this agreemen |
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July 27, 2021 |
EX-3.2 4 d137769dex32.htm EX-3.2 Exhibit 3.2 AMENDED AND RESTATED BYLAWS OF RYAN SPECIALTY GROUP HOLDINGS, INC. A Delaware corporation (Adopted as of July 21, 2021) ARTICLE I OFFICES Section 1. Offices. Ryan Specialty Group Holdings, Inc. (the “Corporation”) may have an office or offices other than its registered office at such place or places, either within or outside the State of Delaware, as th |
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July 27, 2021 |
Exhibit 10.5 DIRECTOR NOMINATION AGREEMENT THIS DIRECTOR NOMINATION AGREEMENT (this ?Agreement?) is made and entered into as of July 26, 2021, by and among Ryan Specialty Group Holdings, Inc., a Delaware corporation (the ?Company?), Patrick G. Ryan (and, together with certain members of his family and various trusts identified on Schedule I hereto, the ?Ryan Parties?) and Onex RSG Holdings LP, a D |
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July 27, 2021 |
EX-4.1 5 d137769dex41.htm EX-4.1 Exhibit 4.1 RYAN SPECIALTY GROUP HOLDINGS, INC. REGISTRATION RIGHTS AGREEMENT THIS REGISTRATION RIGHTS AGREEMENT (this “Agreement”) is made as of July 26, 2021, among Ryan Specialty Group Holdings, Inc., a Delaware corporation (the “Company”), Patrick G. Ryan (and, together with the parties listed on the Schedule of Founder Investors attached hereto, the “Founder I |
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July 27, 2021 |
Ryan Specialty Announces Pricing of its Initial Public Offering Exhibit 99.1 Ryan Specialty Announces Pricing of its Initial Public Offering July 21, 2021 | Chicago, IL — Ryan Specialty Group Holdings, Inc. (“Ryan Specialty”) today announced the pricing of its initial public offering of 56,918,278 shares of its Class A common stock at a price to the public of $23.50 per share, before underwriting discounts and commissions, for gross proceeds of $1,337.6 millio |
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July 27, 2021 |
EX-10.1 6 d137769dex101.htm EX-10.1 Exhibit 10.1 TAX RECEIVABLE AGREEMENT among RYAN SPECIALTY GROUP HOLDINGS, INC. and THE PERSONS NAMED HEREIN Dated as of July 26, 2021 TABLE OF CONTENTS Page ARTICLE I DEFINITIONS 2 Section 1.1 Definitions 2 ARTICLE II DETERMINATION OF CERTAIN REALIZED TAX BENEFIT 12 Section 2.1 Basis Schedule 12 Section 2.2 Tax Benefit Schedule 12 Section 2.3 Procedures, Amendm |
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July 27, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 21, 2021 Ryan Specialty Group Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 001-40645 86-2526344 (State or other jurisdiction of incorporation) ( |
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July 27, 2021 |
EX-10.2 7 d137769dex102.htm EX-10.2 Exhibit 10.2 RYAN SPECIALTY GROUP, LLC SIXTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT Dated as of July 26, 2021 THE LIMITED LIABILITY COMPANY INTERESTS REPRESENTED BY THIS SIXTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT HAVE NOT BEEN REGISTERED UNDER THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED, OR UNDER ANY OTHER APPLICABL |
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July 27, 2021 |
EX-10.7 10 d137769dex107.htm EX-10.7 Exhibit 10.7 Exhibit B to FirstSecond Amendment to Credit Agreement CREDIT AGREEMENT among RYAN SPECIALTY GROUP, LLC, as Borrower, the Guarantors from time to time party hereto, the several Lenders from time to time party hereto, and JPMORGAN CHASE BANK, N.A., as Administrative Agent Dated as of September 1, 2020, as amended by the First Amendment, dated as of |
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July 27, 2021 |
Exhibit 10.4 INDEMNIFICATION AGREEMENT THIS INDEMNIFICATION AGREEMENT (this ?Agreement?) is made and entered into as of July 26, 2021 between Ryan Specialty Group Holdings, Inc., a Delaware corporation (the ?Company?), and Patrick G. Ryan (?Indemnitee?). WHEREAS, highly competent persons have become more reluctant to serve corporations as directors or officers or in other capacities unless they ar |
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July 27, 2021 |
EX-3.1 3 d137769dex31.htm EX-3.1 Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF RYAN SPECIALTY GROUP HOLDINGS, INC. * * * * * Patrick G. Ryan, being the Chief Executive Officer of Ryan Specialty Group Holdings, Inc., a corporation duly organized and existing under and by virtue of the General Corporation Law of the State of Delaware (the “Corporation”), DOES HEREBY CERTIFY as fol |
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July 27, 2021 |
Exhibit 1.1 RYAN SPECIALTY GROUP HOLDINGS, INC. 56,918,278 Shares of Class A Common Stock Underwriting Agreement July 21, 2021 J.P. Morgan Securities LLC Barclays Capital Inc. Goldman Sachs & Co. LLC Wells Fargo Securities, LLC As Representatives of the several Underwriters listed in Schedule 1 hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, NY 10179 c/o Barclays Capital Inc. 74 |
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July 27, 2021 |
Ryan Specialty Announces Full Exercise of Underwriters’ Option To Purchase Additional Shares EX-99.2 12 d137769dex992.htm EX-99.2 Exhibit 99.2 Ryan Specialty Announces Full Exercise of Underwriters’ Option To Purchase Additional Shares July 26, 2021 | Chicago, IL — Ryan Specialty Group Holdings, Inc. (“Ryan Specialty”) today announced that the underwriters of the previously announced initial public offering of 56,918,278 shares of its Class A common stock exercised their option to purchas |
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July 23, 2021 |
EX-10.9 11 d177011dex109.htm EX-10.9 Exhibit 10.9 RESTRICTED LLC UNIT AGREEMENT PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [•] Grant Date: [•] Number of Restricted LLC Units Granted: [•]: * * * * * THIS RESTRICTED LLC UNIT AWARD AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is entered into by and between Ryan S |
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July 23, 2021 |
Exhibit 10.6 CLASS C COMMON INCENTIVE UNIT GRANT AGREEMENT (STAKING UNIT) PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [•] Grant Date: [•] Number of Class C Common Incentive Units: [•] Participation Threshold: * * * * * THIS CLASS C COMMON INCENTIVE UNIT GRANT AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is ente |
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July 23, 2021 |
EX-10.3 5 d177011dex103.htm EX-10.3 Exhibit 10.3 NONQUALIFIED STOCK OPTION AGREEMENT (RELOAD OPTION) PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [•] Grant Date: [•] Per Share Exercise Price: $[•] Number of Shares subject to this Option: [•] * * * * * THIS NON-QUALIFIED STOCK OPTION AWARD AGREEMENT (this “Agreement”), dated as of the Grant |
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July 23, 2021 |
EX-10.5 7 d177011dex105.htm EX-10.5 Exhibit 10.5 RESTRICTED STOCK UNIT AGREEMENT PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [●] Grant Date: [●] Number of Restricted Stock Units Granted: [●]: * * * * * THIS RESTRICTED STOCK UNIT AWARD AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is entered into by and between R |
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July 23, 2021 |
As filed with the Securities and Exchange Commission on July 23, 2021 As filed with the Securities and Exchange Commission on July 23, 2021 Registration No. |
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July 23, 2021 |
56,918,278 Shares Class A Common Stock Table of Contents Filed Pursuant to Rule 424(b)(4) Registration No. 333-257233 56,918,278 Shares Class A Common Stock This is the initial public offering of shares of Class A common stock of Ryan Specialty Group Holdings, Inc., par value $0.001 per share. Ryan Specialty Group Holdings, Inc. is offering 56,918,278 shares of its Class A common stock to be sold in this offering. Prior to this offerin |
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July 23, 2021 |
Exhibit 10.8 COMMON UNIT GRANT AGREEMENT PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [•] Grant Date: [•] Number of Common Units: [•] * * * * * THIS COMMON UNIT GRANT AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is entered into by and between Ryan Specialty Group, LLC, a Delaware limited liability company (the “ |
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July 23, 2021 |
Exhibit 10.7 CLASS C COMMON INCENTIVE UNIT GRANT AGREEMENT (RELOAD UNIT) PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [•] Grant Date: [•] Number of Class C Common Incentive Units: [•] Participation Threshold: [•] * * * * * THIS CLASS C COMMON INCENTIVE UNIT GRANT AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is e |
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July 23, 2021 |
Exhibit 10.4 RESTRICTED STOCK AGREEMENT PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [•] Grant Date: [•] Number of Shares of Restricted Stock Granted: [•]: * * * * * THIS RESTRICTED STOCK AWARD AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is entered into by and between Ryan Specialty Group Holdings, Inc., a corp |
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July 23, 2021 |
EX-10.1 3 d177011dex101.htm EX-10.1 Exhibit 10.1 Final Version RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN ARTICLE I PURPOSE The purpose of this Ryan Specialty Group Holdings, Inc. 2021 Omnibus Incentive Plan is to enhance the profitability and value of the Company for the benefit of its stockholders by enabling the Company to offer Eligible Individuals cash and stock-based inc |
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July 23, 2021 |
EX-10.2 4 d177011dex102.htm EX-10.2 Exhibit 10.2 NONQUALIFIED STOCK OPTION AGREEMENT (STAKING OPTION) PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: [●] Grant Date: [●] Per Share Exercise Price: $[●] Number of Shares subject to this Option: [●] * * * * * THIS NON-QUALIFIED STOCK OPTION AWARD AGREEMENT (this “Agreement”), dated as of the Grant |
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July 21, 2021 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-A FOR REGISTRATION OF CERTAIN CLASSES OF SECURITIES PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 Ryan Specialty Group Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 86-2526344 (State or other jurisdiction of incorporation) (I.R.S. Employer Identification No.) Tw |
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July 19, 2021 |
As filed with the Securities and Exchange Commission on July 19, 2021. S-1/A Table of Contents As filed with the Securities and Exchange Commission on July 19, 2021. |
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July 19, 2021 |
July 19, 2021 VIA EDGAR United States Securities and Exchange Commission 100 F Street, N. |
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July 19, 2021 |
300 North LaSalle Chicago, IL 60654 Robert Goedert, P.C. United States To Call Writer Directly: Facsimile: +1 312 862 7317 +1 312 862 2000 +1 312 862 2200 [email protected] www.kirkland.com July 19, 2021 VIA EDGAR SUBMISSION United States Securities and Exchange Commission Division of Corporation Finance Office of Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Michael Henderson M |
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July 19, 2021 |
[Signature Page to Acceleration Request – Underwriters] J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 Barclays Capital Inc. 745 Seventh Avenue New York, NY 10019 Goldman Sachs & Co. LLC 200 West Street New York, NY 10282 Wells Fargo Securities, LLC 500 West 33rd Street 14th Floor New York, New York 10001 July 19, 2021 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street N.E. Washington, D.C. |
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July 12, 2021 |
300 North LaSalle Chicago, IL 60654 Robert Goedert, P.C. United States To Call Writer Directly: Facsimile: +1 312 862 7317 +1 312 862 2000 +1 312 862 2200 [email protected] www.kirkland.com July 12, 2021 VIA EDGAR SUBMISSION United States Securities and Exchange Commission Division of Corporation Finance Office of Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Michael Henderson M |
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July 12, 2021 |
As filed with the Securities and Exchange Commission on July 12, 2021. Table of Contents As filed with the Securities and Exchange Commission on July 12, 2021. |
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June 29, 2021 |
Form of Restricted LLC Unit Agreement EX-10.18 6 d146849dex1018.htm EX-10.18 Exhibit 10.18 RESTRICTED LLC UNIT AGREEMENT PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: Grant Date: Number of Restricted LLC Units Granted: * * * * * THIS RESTRICTED LLC UNIT AWARD AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is entered into by and between Ryan Specialty G |
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June 29, 2021 |
Form of Class C Common Unit Agreement (Staking Unit) Exhibit 10.15 CLASS C COMMON INCENTIVE UNIT GRANT AGREEMENT (STAKING UNIT) PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: Grant Date: Number of Class C Common Incentive Units: Participation Threshold: * * * * * THIS CLASS C COMMON INCENTIVE UNIT GRANT AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is entered into by |
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June 29, 2021 |
As filed with the Securities and Exchange Commission on June 29, 2021. As filed with the Securities and Exchange Commission on June 29, 2021. No. 333-257233 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Ryan Specialty Group Holdings, Inc. (Exact name of registrant as specified in its charter) Delaware 6411 86-2526344 (State or other jurisdiction of incorporat |
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June 29, 2021 |
Form of Class C Common Unit Agreement (Reload Unit) EX-10.16 Exhibit 10.16 CLASS C COMMON INCENTIVE UNIT GRANT AGREEMENT (RELOAD UNIT) PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: Grant Date: Number of Class C Common Incentive Units: Participation Threshold: * * * * * THIS CLASS C COMMON INCENTIVE UNIT GRANT AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is entered |
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June 29, 2021 |
Form of Common Unit Grant Agreement Exhibit 10.17 COMMON UNIT GRANT AGREEMENT PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: Grant Date: Number of Common Units: * * * * * THIS COMMON UNIT GRANT AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is entered into by and between Ryan Specialty Group, LLC, a Delaware limited liability company (the “Company”), |
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June 29, 2021 |
Form of Restricted Stock Agreement EX-10.10 2 d146849dex1010.htm EX-10.10 Exhibit 10.10 RESTRICTED STOCK AGREEMENT PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: Grant Date: Number of Shares of Restricted Stock Granted: * * * * * THIS RESTRICTED STOCK AWARD AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is entered into by and between Ryan Specialty G |
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June 21, 2021 |
Exhibit 3.4 AMENDED AND RESTATED BYLAWS OF RYAN SPECIALTY GROUP HOLDINGS, INC. A Delaware corporation (Adopted as of [?], 2021) ARTICLE I OFFICES Section 1. Offices. Ryan Specialty Group Holdings, Inc. (the ?Corporation?) may have an office or offices other than its registered office at such place or places, either within or outside the State of Delaware, as the Board of Directors of the Corporati |
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June 21, 2021 |
Exhibit 99.1 Exhibit 99.1(a) Consent of Director Nominee The undersigned hereby consents to being named in the registration statement on Form S-1 and in all subsequent amendments and post-effective amendments or supplements thereto and in any registration statement for the same offering that is to be effective upon filing pursuant to Rule 462(b) under the Securities Act of 1933, as amended (the “R |
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June 21, 2021 |
Form of Director Nomination Agreement Exhibit 10.5 DIRECTOR NOMINATION AGREEMENT THIS DIRECTOR NOMINATION AGREEMENT (this ?Agreement?) is made and entered into as of [?], 2021, by and among Ryan Specialty Group Holdings, Inc., a Delaware corporation (the ?Company?), Patrick G. Ryan (and, together with certain members of his family and various trusts identified on Schedule I hereto, the ?Ryan Parties?) and Onex RSG Holdings LP, a Delaw |
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June 21, 2021 |
Form of Registration Rights Agreement EX-4.1 9 d146849dex41.htm EX-4.1 Exhibit 4.1 RYAN SPECIALTY GROUP HOLDINGS, INC. REGISTRATION RIGHTS AGREEMENT THIS REGISTRATION RIGHTS AGREEMENT (this “Agreement”) is made as of [●], 2021, among Ryan Specialty Group Holdings, Inc., a Delaware corporation (the “Company”), Patrick G. Ryan (and, together with the parties listed on the Schedule of Founder Investors attached hereto, the “Founder Inves |
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June 21, 2021 |
Form of Tax Receivable Agreement Exhibit 10.2 TAX RECEIVABLE AGREEMENT among RYAN SPECIALTY GROUP HOLDINGS, INC. and THE PERSONS NAMED HEREIN Dated as of , 2021 TABLE OF CONTENTS Page Article I DEFINITIONS 2 Section 1.1 Definitions 2 Article II DETERMINATION OF CERTAIN REALIZED TAX BENEFIT 12 Section 2.1 Basis Schedule 12 Section 2.2 Tax Benefit Schedule 12 Section 2.3 Procedures, Amendments 13 Article III TAX BENEFIT PAYMENTS 14 |
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June 21, 2021 |
EX-2.1 3 d146849dex21.htm EX-2.1 Exhibit 2.1 EXECUTION VERSION EQUITY PURCHASE AGREEMENT among Sellers, All Risks, LTD, Independent Claims Services, LLC the Skip Jack Entities (for purposes of Article V and Section 8,08 only), Matthew Nichols (for purposes of Article 111, Section 6.02(a) and Section 8,03 only), and Ryan Specialty Group, LLC Dated as of June 23, 2020 Table of Contents Page ARTICLE |
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June 21, 2021 |
Exhibit 10.6 Execution Version CREDIT AGREEMENT among RYAN SPECIALTY GROUP, LLC, as Borrower, the Guarantors from time to time party hereto, the several Lenders from time to time party hereto, and JPMORGAN CHASE BANK, N.A., as Administrative Agent Dated as of September 1, 2020 JPMORGAN CHASE BANK, N.A., BARCLAYS BANK PLC, BMO CAPITAL MARKETS CORP. and WELLS FARGO SECURITIES LLC, as Joint Lead Arra |
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June 21, 2021 |
EX-10.12 20 d146849dex1012.htm EX-10.12 Exhibit 10.12 EXECUTION VERSION February 23, 2021 DELIVERED VIA EMAIL Diane M. Aigotti [****] Dear Diane, This letter agreement (the “Agreement”) confirms the agreed upon terms of your separation from Ryan Specialty Group, LLC, and its subsidiaries and affiliates (collectively, the “Company”) effective March 1, 2021 (the “Separation Date”). Reference is made |
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June 21, 2021 |
Form of Amended and Restated Operating Agreement of Holdings LLC Exhibit 10.3 RYAN SPECIALTY GROUP, LLC SIXTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT Dated as of , 2021 THE LIMITED LIABILITY COMPANY INTERESTS REPRESENTED BY THIS SIXTH AMENDED AND RESTATED LIMITED LIABILITY COMPANY AGREEMENT HAVE NOT BEEN REGISTERED UNDER THE UNITED STATES SECURITIES ACT OF 1933, AS AMENDED, OR UNDER ANY OTHER APPLICABLE SECURITIES LAWS. SUCH LIMITED LIABILITY C |
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June 21, 2021 |
EX-10.4 13 d146849dex104.htm EX-10.4 Exhibit 10.4 INDEMNIFICATION AGREEMENT THIS INDEMNIFICATION AGREEMENT (this “Agreement”) is made and entered into as of [•], 2021 between Ryan Specialty Group Holdings, Inc., a Delaware corporation (the “Company”), and [•] (“Indemnitee”). WHEREAS, highly competent persons have become more reluctant to serve corporations as directors or officers or in other capa |
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June 21, 2021 |
Form of Nonqualified Stock Option Agreement (Staking Option) EX-10.8 17 d146849dex108.htm EX-10.8 Exhibit 10.8 NONQUALIFIED STOCK OPTION AGREEMENT (STAKING OPTION) PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: Grant Date: Per Share Exercise Price: $ Number of Shares subject to this Option: * * * * * THIS NON-QUALIFIED STOCK OPTION AWARD AGREEMENT (this “Agreement”), dated as of the Grant Date specifie |
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June 21, 2021 |
Form of Nonqualified Stock Option Agreement (Reload Option) Exhibit 10.9 NONQUALIFIED STOCK OPTION AGREEMENT (RELOAD OPTION) PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: Grant Date: Per Share Exercise Price: $ Number of Shares subject to this Option: * * * * * THIS NON-QUALIFIED STOCK OPTION AWARD AGREEMENT (this “Agreement”), dated as of the Grant Date specified above, is entered into by and betwee |
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June 21, 2021 |
Form of Underwriting Agreement Exhibit 1.1 RYAN SPECIALTY GROUP HOLDINGS, INC. [•] Shares of Class A Common Stock Underwriting Agreement [•], 2021 J.P. Morgan Securities LLC Barclays Capital Inc. Goldman Sachs & Co. LLC Wells Fargo Securities, LLC As Representatives of the several Underwriters listed in Schedule 1 hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, NY 10179 c/o Barclays Capital Inc. 745 Seventh A |
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June 21, 2021 |
List of subsidiaries of Ryan Specialty Group Holdings, Inc. (f/k/a Maverick Specialty, Inc.) Exhibit 21.1 Subsidiaries of Ryan Specialty Group Holdings, Inc. Name Jurisdiction Ryan Specialty Group, LLC Delaware Ryan Investment Holdings, LLC Delaware Geneva Re Partners, LLC Delaware International Facilities Insurance Services, Inc. California Trident Marine Managers, LLC Texas All Risks Specialty, LLC Maryland All Risks, LLC Maryland Independent Claim Services, LLC Maryland RSG Platform, L |
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June 21, 2021 |
Bylaws of Ryan Specialty Group Holdings, Inc., as currently in effect EX-3.3 7 d146849dex33.htm EX-3.3 Exhibit 3.3 BYLAWS OF MAVERICK SPECIALTY, INC. A Delaware Corporation (Adopted as of March 5, 2021) ARTICLE I. OFFICES Section 1. Registered Office. The registered office of the corporation in the State of Delaware shall be located at 1209 Orange Street, in the City of Wilmington, New Castle County, Delaware 19801. The name of the corporation’s registered agent at |
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June 21, 2021 |
Certificate of Incorporation of Ryan Specialty Group Holdings, Inc., as currently in effect Exhibit 3.1 CERTIFICATE OF INCORPORATION OF MAVERICK SPECIALTY, INC. ARTICLE ONE The name of the corporation is Maverick Specialty, Inc. (hereinafter called the “Corporation”). ARTICLE TWO The address of the Corporation’s registered office in the state of Delaware is 1209 Orange Street, Wilmington, New Castle County, Delaware 19801. The name of its registered agent at such address is The Corporati |
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June 21, 2021 |
EX-2.2 4 d146849dex22.htm EX-2.2 Exhibit 2.2 FIRST AMENDMENT TO EQUITY PURCHASE AGREEMENT This FIRST AMENDMENT TO EQUITY PURCHASE AGREEMENT (this “First Amendment”), dated as of August 31, 2020, is made and entered into by and among Nick Cortezi (“Principal”), in his individual capacity and in his capacity as the Sellers’ Representative, All Risks Specialty, LLC, a Maryland limited liability compa |
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June 21, 2021 |
Exhibit 10.14 EMPLOYMENT AGREEMENT This Employment Agreement (“Agreement”) is made and entered into as of the 25 day of January 2010 (the “Effective Date”) by and between Ryan Specialty Group Services, LLC, a Del aware limited liability company (together with its successors and assigns, the “Employer”), and Timothy Turner (“Executive”, and collectively with the Employer, the “Parties”). Capitalize |
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June 21, 2021 |
Exhibit 3.2 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF RYAN SPECIALTY GROUP HOLDINGS, INC. * * * * * Patrick G. Ryan, being the Chief Executive Officer of Ryan Specialty Group Holdings, Inc., a corporation duly organized and existing under and by virtue of the General Corporation Law of the State of Delaware (the “Corporation”), DOES HEREBY CERTIFY as follows: FIRST: The present name of |
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June 21, 2021 |
Exhibit 10.13 August 4, 2011 [****] Re: Terms of Employment Dear Diane: In recognition of your work on behalf of the Ryan Specialty Group (“RSG”) team, I am delighted to deliver this letter to memorialize revised compensation terms in connection with your ongoing employment with RSG. POSITION: You will continue to serve in your current role as a Managing Director and Chief Financial Officer for Ry |
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June 21, 2021 |
Form of Restricted Stock Unit Agreement Exhibit 10.11 RESTRICTED STOCK UNIT AGREEMENT PURSUANT TO THE RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN * * * * * Participant: Grant Date: Number of Restricted Stock Units Granted: * * * * * THIS RESTRICTED STOCK UNIT AWARD AGREEMENT (this ?Agreement?), dated as of the Grant Date specified above, is entered into by and between Ryan Specialty Group Holdings, Inc., a corporatio |
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June 21, 2021 |
Ryan Specialty Group Holdings, Inc. 2021 Omnibus Incentive Plan EX-10.1 10 d146849dex101.htm EX-10.1 Exhibit 10.1 RYAN SPECIALTY GROUP HOLDINGS, INC. 2021 OMNIBUS INCENTIVE PLAN ARTICLE I PURPOSE The purpose of this Ryan Specialty Group Holdings, Inc. 2021 Omnibus Incentive Plan is to enhance the profitability and value of the Company for the benefit of its stockholders by enabling the Company to offer Eligible Individuals cash and stock-based incentives in or |
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June 21, 2021 |
Exhibit 10.7 Execution Version FIRST AMENDMENT TO CREDIT AGREEMENT THIS FIRST AMENDMENT TO CREDIT AGREEMENT, dated as of March 30, 2021 (this ?Amendment?), is entered into by and among RYAN SPECIALTY GROUP, LLC, a Delaware limited liability company (?Borrower?), each Lender party hereto, which Lenders collectively constitute all Initial Term Lenders and the Required Lenders and JPMORGAN CHASE BANK |
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June 21, 2021 |
Powers of Attorney (included on signature page) Table of Contents As filed with the Securities and Exchange Commission on June 21, 2021. |
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May 20, 2021 |
Table of Contents Amendment No. 2 to Confidential Draft Submission As submitted confidentially to the Securities and Exchange Commission on May 19, 2021 pursuant to the Jumpstart Our Business Startups Act. This draft registration statement has not been publicly filed with the Securities and Exchange Commission and all information herein remains strictly confidential. No. 333- UNITED STATES SECURIT |
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May 19, 2021 |
Robert Goedert, P.C. To Call Writer Directly: +1 312 862 7317 Robert Goedert, P.C. To Call Writer Directly: +1 312 862 7317 [email protected] 300 North LaSalle Chicago, IL 60654 United States +1 312 862 2000 www.kirkland.com Facsimile: +1 312 862 2200 May 19, 2021 VIA EDGAR SUBMISSION United States Securities and Exchange Commission Division of Corporation Finance Office of Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Michael Henderson Ma |
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April 23, 2021 |
300 North LaSalle Chicago, Illinois 60654 United States Robert Goedert, P.C. 300 North LaSalle Chicago, Illinois 60654 United States To Call Writer Directly: +1 312 862 7317 [email protected] +1 312 862 2000 Facsimile: +1 312 862 2200 www.kirkland.com April 23, 2021 VIA EDGAR SUBMISSION United States Securities and Exchange Commission Division of Corporation Finance Office of Finance 100 F Street, N.E. Washington, D.C. 20549 Attention: Michael Hend |
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April 23, 2021 |
Table of Contents Amendment No. 1 to Confidential Draft Submission As submitted confidentially to the Securities and Exchange Commission on April 23, 2021 pursuant to the Jumpstart Our Business Startups Act. This draft registration statement has not been publicly filed with the Securities and Exchange Commission and all information herein remains strictly confidential. No. 333- UNITED STATES SECUR |
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March 15, 2021 |
Table of Contents As submitted confidentially to the Securities and Exchange Commission on March 15, 2021 pursuant to the Jumpstart Our Business Startups Act. |