Mark S Katz's Insider Trades & SAST Disclosures
Mark S Katz's most recent trade in Ryan Specialty Holdings Inc - Ordinary Shares Class A was a trade of 15,000 Common Units done . Disclosure was reported to the exchange on Dec. 13, 2024.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
"Balanced Fund" The results may include
"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 13 Dec 2024 | 15,000 | 41,117 | - | - | Common Units | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | Sale of securities on an exchange or to another person at price $ 66.57 per share. | 13 Dec 2024 | 15,000 | 0 | - | 66.6 | 998,624 | Class A Common Stock |
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 13 Dec 2024 | 15,000 | 15,000 | - | 0 | Class A Common Stock | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 13 Dec 2024 | 15,000 | 41,117 | - | 0 | Class B Common Stock | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | Sale of securities on an exchange or to another person at price $ 67.32 per share. | 13 Dec 2024 | 15,000 | 0 | - | 67.3 | 1,009,833 | Class A Common Stock |
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 13 Dec 2024 | 2,614 | 15,000 | - | 0 | Class A Common Stock | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 13 Dec 2024 | 2,614 | 56,117 | - | - | Common Units | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 13 Dec 2024 | 2,614 | 56,117 | - | 0 | Class B Common Stock | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 08 Nov 2024 | 15,000 | 485,000 | - | - | Class C Common Incentive Units [Right to Buy] | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | Sale of securities on an exchange or to another person at price $ 71.39 per share. | 08 Nov 2024 | 14,790 | 12,386 | - | 71.4 | 1,055,805 | Class A Common Stock |
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 08 Nov 2024 | 9,790 | 27,176 | - | - | Class A Common Stock | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 08 Nov 2024 | 5,000 | 58,731 | - | - | Class B Common Stock | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 08 Nov 2024 | 5,000 | 17,386 | - | 0 | Class A Common Stock | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | 08 Nov 2024 | 5,000 | 58,731 | - | - | Common Units | ||
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Apr 2024 | 1,755 | 13,255 | - | - | Class A Common Stock | |
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 Apr 2024 | 1,755 | 1,755 | - | - | Restricted LLC Units | |
| Ryan Specialty Holdings In... | Mark S. Katz | EVP & General Counsel | Payment of exercise price or tax liability using portion of securities received from the company at price $ 55.50 per share. | 01 Apr 2024 | 869 | 12,386 | - | 55.5 | 48,230 | Class A Common Stock |
| Ryan Specialty Holdings In... | Mark S. Katz | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Apr 2023 | 1,756 | 64,528 | - | - | Class B Common Stock | |
| Ryan Specialty Holdings In... | Mark S. Katz | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Apr 2023 | 1,756 | 3,510 | - | - | Restricted LLC Units | |
| Ryan Specialty Holdings In... | Mark S. Katz | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 Apr 2023 | 1,756 | 64,528 | - | - | Common Units | |
| Ryan Specialty Holdings In... | Mark S. Katz | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 03 Apr 2023 | 797 | 63,731 | - | - | Common Units | |
| Ryan Specialty Holdings In... | Mark S. Katz | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 0.00 per share. | 03 Apr 2023 | 797 | 63,731 | - | - | Class B Common Stock | |
| Ryan Specialty Holdings In... | Mark S. Katz | See Remarks | Purchase of securities on an exchange or from another person at price $ 37.15 per share. | 10 Mar 2023 | 4,000 | 11,500 | - | 37.2 | 148,603 | Class A Common Stock |
| Ryan Specialty Holdings In... | Mark S. Katz | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Mar 2022 | 5,266 | 5,266 | - | - | Restricted LLC Units | |
| Ryan Specialty Holdings In... | Mark S. Katz | See Remarks | Purchase of securities on an exchange or from another person at price $ 23.50 per share. | 26 Jul 2021 | 7,500 | 7,500 | - | 23.5 | 176,250 | Class A Common Stock |
| Ryan Specialty Holdings In... | Mark S. Katz | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Jul 2021 | 500,000 | 500,000 | - | - | Class C Common Incentive Units [Right to Buy] | |
| Ryan Specialty Holdings In... | Mark S. Katz | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Jul 2021 | 103,897 | 103,897 | - | - | Class C Common Incentive Units [Right to Buy] |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges