Mark Stephen Katz

EVP & General Counsel Mark Katz buys 3,215 shares of RYAN at $31.07; holdings rise 287.8% to 4,332 shares

Mark Katz, EVP & General Counsel, purchased 3,215 shares (3.2K shares) at $31.07 on 2026-06-03, boosting his total holdings from 1,117 to 4,332 shares—a 287.8% increase. The transaction occurred when the stock was trading at $30.86 and down -57.4% from its 52-week high of $72.50, having declined -21.6% over the prior 90 days. His same-ticker history at RYAN shows mixed timing outcomes: 2 of 4 prior sells were well-timed at the 90-day mark, while 2 were not. The company maintains solid revenue growth of +21.3% year-over-year with $795.2M in quarterly revenue, though it trades at a P/E of 31.17. This buy represents a significant accumulation relative to his prior position size, occurring during a period of material stock weakness.

EVP & General Counsel Katz sells 14,377 shares (92.8% of holdings) for $946.6K at $65.84

Mark Stephen Katz, as EVP & General Counsel, executed a substantial reduction of his RYAN position, selling 14,377 shares and retaining only 1,117 shares post-transaction—a -92.8% net reduction. The sale occurred at $65.84, placing the transaction 13.3% below the 52-week high of $75.93 and near the lower third of the year's range, with the stock down 6.8% over the prior 30 days and 8.4% over 90 days. Examining his prior trades at RYAN, Katz's last three sales (December 16, December 13, and November 8, 2024) showed mixed outcomes: only 1 of 3 were well-timed at the 90-day horizon, suggesting limited predictive power from his recent transaction history at this ticker. Against a backdrop of elevated valuation (P/E of 143.17) and a recent loss (-$27.6M net income in the latest quarter), the near-complete liquidation by a senior counsel raises questions about conviction in the company's near-term trajectory, even though strong 21.1% annual revenue growth provides countervailing operational strength.

RYAN EVP Katz sells 30,000 shares for $2.0M in 2 transactions; now holds 0 direct shares.

Mark Stephen Katz, EVP and General Counsel of RYAN Specialty Holdings, executed 2 separate sales totaling 30,000 shares for $2,008,456.50 at a blended average price of $66.95 on December 13 and December 16, 2024. The current stock price of $65.47 sits 13.2% below its 52-week high of $75.40, indicating a modest pullback from recent peaks. His direct holdings post-transaction now stand at 0 shares; however, a FLAG in the filing notes the presence of derivative securities recorded in Table II (not yet populated in this database), meaning his total economic position may extend beyond direct share holdings. The timing of these sales, coinciding with the company's strong fundamentals (P/E of 69.65, annual revenue growth of +20.4%, net income of $17.6M in the latest quarter), does not align with public performance warnings. Investors should note that the absence of information about his derivative position makes a complete picture of his confidence level unclear.

RYAN EVP Mark Katz sold 14,790 shares at $71.39 (Nov 2024), reducing stake 54.4% to 12.4K shares

Mark Katz, EVP & General Counsel of Ryan Specialty Holdings, sold 14,790 shares at $71.39 on 2024-11-08, generating $1,055,804.86 in proceeds and reducing his post-transaction holdings to 12,386 shares from 27,176 shares prior—a net reduction of 54.4% of his pre-transaction position. The transaction occurred near the stock's 52-week high of $72.48, with the current price at $71.65 (-1.2% from that high). This represents a material reduction in the executive's direct equity stake; however, the FLAG notes that derivative securities in Table II are not yet populated in the database, meaning his total economic position may extend beyond the Table I shares recorded here. The company exhibits strong fundamentals with annual revenue growth of +20.4% and a market cap of $7.9B, though the elevated P/E ratio of 76.22 warrants monitoring. Investors should distinguish between this partial sale of common shares and the executive's full economic interest, which derivative holdings may meaningfully affect.