0001950047-24-006629.txt : 20240829 0001950047-24-006629.hdr.sgml : 20240829 20240829163902 ACCESSION NUMBER: 0001950047-24-006629 CONFORMED SUBMISSION TYPE: 144 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240829 DATE AS OF CHANGE: 20240829 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: RYAN SPECIALTY HOLDINGS, INC. CENTRAL INDEX KEY: 0001849253 STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411] ORGANIZATION NAME: 02 Finance IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 144 SEC ACT: 1933 Act SEC FILE NUMBER: 001-40645 FILM NUMBER: 241264314 BUSINESS ADDRESS: STREET 1: 155 NORTH WACKER DRIVE, SUITE 4000 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-784-6001 MAIL ADDRESS: STREET 1: 155 NORTH WACKER DRIVE, SUITE 4000 CITY: CHICAGO STATE: IL ZIP: 60606 FORMER COMPANY: FORMER CONFORMED NAME: RYAN SPECIALTY GROUP HOLDINGS, INC. DATE OF NAME CHANGE: 20210511 FORMER COMPANY: FORMER CONFORMED NAME: MAVERICK SPECIALTY, INC. DATE OF NAME CHANGE: 20210304 REPORTING-OWNER: COMPANY DATA: COMPANY CONFORMED NAME: CORTEZI NICHOLAS DOMINIC CENTRAL INDEX KEY: 0001869971 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 144 MAIL ADDRESS: STREET 1: 180 N. STETSON AVENUE, SUITE 4600 CITY: CHICAGO STATE: IL ZIP: 60601 144 1 primary_doc.xml 144 0001869971 XXXXXXXX LIVE 0001849253 RYAN SPECIALTY, LLC 001-40645 155 N. Wacker Drive, Suite 4000 Chicago IL 60606 (312) 784-6001 LOUISE M CORTEZI FAMlLY TRUST Officer Common Morgan Stanley Smith Barney LLC Executive Financial Services
1 New York Plaza 8th Floor New York NY 10004
17764 1146740.81 120351717 08/29/2024 NYSE
Common 07/21/2021 Conversion of Pre IPO incentive equity into LLC Units of Post IPO Up-C corporate structure Issuer N 17764 07/21/2021 Services Rendered N NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAM TRUST U/A DTD 04/07/2012
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/28/2024 4597 297556.91
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAMILY RESOURCE TR U/A DTD 01/01/2018
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/28/2024 778 50358.77
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAM TRUST U/A DTD 04/07/2012
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/26/2024 1988 128426.79
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAMILY RESOURCE TR U/A DTD 01/01/2018
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/26/2024 337 21770.54
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAM TRUST U/A DTD 04/07/2012
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/23/2024 1456 94139.57
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAMILY RESOURCE TR U/A DTD 01/01/2018
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/23/2024 247 15970.11
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAM TRUST U/A DTD 04/07/2012
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/22/2024 29932 1938593.87
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAMILY RESOURCE TR U/A DTD 01/01/2018
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/22/2024 5068 328237.13
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAM TRUST U/A DTD 04/07/2012
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/21/2024 29932 1920003.11
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAMILY RESOURCE TR U/A DTD 01/01/2018
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/21/2024 5068 330157.39
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAM TRUST U/A DTD 04/07/2012
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/20/2024 29932 1943460.81
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAMILY RESOURCE TR U/A DTD 01/01/2018
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/20/2024 5068 329061.19
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAM TRUST U/A DTD 04/07/2012
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/19/2024 29932 1936184.35
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAMILY RESOURCE TR U/A DTD 01/01/2018
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/19/2024 5068 327829.15
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAM TRUST U/A DTD 04/07/2012
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/16/2024 4751 306629.54
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAMILY RESOURCE TR U/A DTD 01/01/2018
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/16/2024 804 51890.16
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAM TRUST U/A DTD 04/07/2012
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/15/2024 1283 83421.81
NICHOLAS D CORTEZI TTEE LOUISE M CORTEZI FAMILY RESOURCE TR U/A DTD 01/01/2018
155 N. Wacker Drive, Suite 4000 Chicago IL 60606
Common 08/15/2024 217 14109.54
08/29/2024 /s/ Nicholas D. Cortezi Trustee