Last 12 months
Inside the activity.
3 purchase rows · 14 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 7 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 2 | 0 |
| Apr 2026 | 0 | 1 |
| May 2026 | 1 | 0 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 2 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 2 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 05, 2025 Filed Sep 8, 2025 20:17 UTC |
Kuczinski Anthony JDirector
|
PurchaseClass A Common Stock | 1,000 | $11.62 | $11,620.00 |
DisclosureSEC source: 0001976607-25-000003 · wk-form4_1757362621.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,277 F1 · price: This transaction was executed in multiple trades at prices ranging from $11.57 to $11.65. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 03, 2025 Filed Sep 3, 2025 20:33 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 41,699 | $11.31 | $471,615.69 |
DisclosureSEC source: 0001124462-25-000015 · wk-form4_1756931615.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,288,529 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $11.11 to $11.48. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 02, 2025 Filed Sep 3, 2025 20:33 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 22,295 | $11.19 | $249,481.05 |
DisclosureSEC source: 0001124462-25-000015 · wk-form4_1756931615.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,330,228 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $11.10 to $11.25. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 20:33 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 62,500 | $11.23 | $701,875.00 |
DisclosureSEC source: 0001124462-25-000015 · wk-form4_1756931615.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,352,523 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $11.07 to $11.43. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 28, 2025 Filed Aug 28, 2025 20:25 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 28,736 | $11.21 | $322,130.56 |
DisclosureSEC source: 0001124462-25-000013 · wk-form4_1756412740.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,415,023 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $11.08 to $11.40. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 27, 2025 Filed Aug 28, 2025 20:25 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 28,704 | $11.08 | $318,040.32 |
DisclosureSEC source: 0001124462-25-000013 · wk-form4_1756412740.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,443,759 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.96 to $11.25. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 26, 2025 Filed Aug 28, 2025 20:25 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 9,844 | $10.76 | $105,921.44 |
DisclosureSEC source: 0001124462-25-000013 · wk-form4_1756412740.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,472,463 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.62 to $10.89. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 25, 2025 Filed Aug 25, 2025 20:22 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 7,668 | $10.87 | $83,351.16 |
DisclosureSEC source: 0001124462-25-000011 · wk-form4_1756153356.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,482,307 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $10.79 to $11.01. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 22, 2025 Filed Aug 25, 2025 20:22 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 6,081 | $10.92 | $66,404.52 |
DisclosureSEC source: 0001124462-25-000011 · wk-form4_1756153356.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,489,975 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.71 to $11.02. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 20:22 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 7,356 | $10.77 | $79,224.12 |
DisclosureSEC source: 0001124462-25-000011 · wk-form4_1756153356.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,496,056 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.67 to $10.91. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 13, 2025 Filed Aug 13, 2025 20:56 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 218,250 | $8.92 | $1,946,724.53 |
DisclosureSEC source: 0001840776-25-000223 · wk-form4_1755118565.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,503,412 F4 · kind: The shares covered herein were disposed of in connection with the exercise in full of the option to purchase additional shares granted to the underwriters pursuant to the underwriting agreement for the Offering. F2 · price: The price of $8.9197 represents the $9.34 secondary public offering price per share, less the underwriting discounts and commissions of $0.4203 per share, for shares sold in connection with the Offering. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 13, 2025 Filed Aug 16, 2025 01:04 UTC |
Hagerty Holding Corp.10% owner
|
ConversionClass V Common Stock · Derivative | 1,236,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-079366 · tm2523642-1_4seq1.xml · derivative · entry 3 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,552,156 Underlying: Class A Common Stock · 1,236,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F1 · price: 1,236,750 shares of Class A Common Stock were issued in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F2 · derivative.exercise_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F2 · derivative.expiration_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
| August 13, 2025 Filed Aug 16, 2025 01:04 UTC |
Hagerty Holding Corp.10% owner
|
SaleClass A Common Stock | 1,236,750 | $8.92 | $11,031,438.98 |
DisclosureSEC source: 0001104659-25-079366 · tm2523642-1_4seq1.xml · nonDerivative · entry 2 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 13, 2025 Filed Aug 16, 2025 01:04 UTC |
Hagerty Holding Corp.10% owner
|
ConversionClass A Common Stock | 1,236,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-079366 · tm2523642-1_4seq1.xml · nonDerivative · entry 1 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,236,750 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 1,236,750 shares of Class A Common Stock were issued in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
| August 11, 2025 Filed Aug 13, 2025 20:56 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 1,455,000 | $8.92 | $12,978,163.50 |
DisclosureSEC source: 0001840776-25-000223 · wk-form4_1755118565.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,721,662 F1 · kind: The shares covered herein were disposed of pursuant to a registered secondary offering (the "Offering") contemplated by the prospectus included in the Issuer's registration statement on Form S-3, as originally filed on Form S-1 (File No. 333-261810). F2 · price: The price of $8.9197 represents the $9.34 secondary public offering price per share, less the underwriting discounts and commissions of $0.4203 per share, for shares sold in connection with the Offering. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:00 UTC |
Hagerty Holding Corp.10% owner
|
ConversionClass V Common Stock · Derivative | 8,245,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-076145 · tm2523060-1_4seq1.xml · derivative · entry 3 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 167,788,906 Underlying: Class A Common Stock · 8,245,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F1 · price: 8,245,000 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F2 · derivative.exercise_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. F2 · derivative.expiration_date: Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:00 UTC |
Hagerty Holding Corp.10% owner
|
SaleClass A Common Stock | 8,245,000 | $8.92 | $73,542,926.50 |
DisclosureSEC source: 0001104659-25-076145 · tm2523060-1_4seq1.xml · nonDerivative · entry 2 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 07, 2025 Filed Aug 11, 2025 20:00 UTC |
Hagerty Holding Corp.10% owner
|
ConversionClass A Common Stock | 8,245,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-076145 · tm2523060-1_4seq1.xml · nonDerivative · entry 1 Hagerty Holding Corp. · CIK 0001899295 · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,245,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: 8,245,000 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash. Read SEC document |
| July 28, 2025 Filed Jul 29, 2025 21:19 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 4,000 | $10.85 | $43,400.00 |
DisclosureSEC source: 0001840776-25-000215 · wk-form4_1753823954.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,176,662 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.75 to $10.92. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 25, 2025 Filed Jul 29, 2025 21:19 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 24,728 | $10.77 | $266,320.56 |
DisclosureSEC source: 0001840776-25-000215 · wk-form4_1753823954.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,180,662 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.62 to $10.87. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 24, 2025 Filed Jul 24, 2025 20:19 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 110,600 | $10.46 | $1,156,876.00 |
DisclosureSEC source: 0001840776-25-000211 · wk-form4_1753388377.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,205,390 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $10.19 to $10.63. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 23, 2025 Filed Jul 24, 2025 20:19 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 40,393 | $10.19 | $411,604.67 |
DisclosureSEC source: 0001840776-25-000211 · wk-form4_1753388377.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,315,990 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.08 to $10.28. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 22, 2025 Filed Jul 24, 2025 20:19 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 31,869 | $10.19 | $324,745.11 |
DisclosureSEC source: 0001840776-25-000211 · wk-form4_1753388377.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,356,383 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.12 to $10.24. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 21, 2025 Filed Jul 21, 2025 20:31 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 16,897 | $10.12 | $170,997.64 |
DisclosureSEC source: 0001840776-25-000205 · wk-form4_1753129898.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,388,252 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $10.02 to $10.19. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 18, 2025 Filed Jul 21, 2025 20:31 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 36,174 | $10.12 | $366,080.88 |
DisclosureSEC source: 0001840776-25-000205 · wk-form4_1753129898.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,405,149 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.04 to $10.17. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 17, 2025 Filed Jul 21, 2025 20:31 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 17,762 | $10.04 | $178,330.48 |
DisclosureSEC source: 0001840776-25-000205 · wk-form4_1753129898.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,441,323 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $9.99 to $10.09. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 16, 2025 Filed Jul 16, 2025 20:27 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 16,972 | $10.03 | $170,229.16 |
DisclosureSEC source: 0001840776-25-000199 · wk-form4_1752697613.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,459,085 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.91 to $10.13. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 15, 2025 Filed Jul 16, 2025 20:27 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 14,862 | $10.00 | $148,620.00 |
DisclosureSEC source: 0001840776-25-000199 · wk-form4_1752697613.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,476,057 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.92 to $10.14. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 20:27 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 8,362 | $10.00 | $83,620.00 |
DisclosureSEC source: 0001840776-25-000199 · wk-form4_1752697613.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,490,919 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $9.97 to $10.04. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 11, 2025 Filed Jul 11, 2025 21:08 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 9,970 | $9.94 | $99,101.80 |
DisclosureSEC source: 0001840776-25-000196 · wk-form4_1752268117.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,499,281 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.81 to $10.06. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 10, 2025 Filed Jul 11, 2025 21:08 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 41,239 | $10.10 | $416,513.90 |
DisclosureSEC source: 0001840776-25-000196 · wk-form4_1752268117.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,509,251 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.01 to $10.16. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 09, 2025 Filed Jul 11, 2025 21:08 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 98,766 | $10.07 | $994,573.62 |
DisclosureSEC source: 0001840776-25-000196 · wk-form4_1752268117.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,550,490 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $9.99 to $10.11. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 08, 2025 Filed Jul 8, 2025 20:52 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 12,465 | $10.19 | $127,018.35 |
DisclosureSEC source: 0001840776-25-000194 · wk-form4_1752007951.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,649,256 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $10.09 to $10.24. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 07, 2025 Filed Jul 8, 2025 20:52 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 9,914 | $10.15 | $100,627.10 |
DisclosureSEC source: 0001840776-25-000194 · wk-form4_1752007951.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,661,721 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.11 to $10.19. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 20:52 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 3,100 | $10.19 | $31,589.00 |
DisclosureSEC source: 0001840776-25-000194 · wk-form4_1752007951.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,671,635 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.00 to $10.23. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 02, 2025 Filed Jul 2, 2025 20:49 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 12,500 | $10.04 | $125,500.00 |
DisclosureSEC source: 0001840776-25-000186 · wk-form4_1751489354.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,674,735 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.91 to $10.22. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:49 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 7,000 | $10.18 | $71,260.00 |
DisclosureSEC source: 0001840776-25-000186 · wk-form4_1751489354.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,687,235 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.99 to $10.23. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 22:06 UTC |
Briglia Jeffrey EdwardPresident of Insurance
|
Tax withholdingClass A Common Stock | 3,209 | $10.15 | $32,571.35 |
DisclosureSEC source: 0001840776-25-000188 · wk-form4_1751493971.xml · nonDerivative · entry 1 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,629 F1 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to the RSU Agreement between the Issuer and the Reporting Person dated as of July 1, 2024. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 22:08 UTC |
DELANEY KEVIN MChief Accounting Officer
|
Tax withholdingClass A Common Stock | 1,657 | $10.15 | $16,818.55 |
DisclosureSEC source: 0001840776-25-000190 · wk-form4_1751494096.xml · nonDerivative · entry 1 DELANEY KEVIN M · CIK 0001398794 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,491 F1 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to the RSU Agreement between the Issuer and the Reporting Person dated as of July 1, 2023. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:15 UTC |
Heaton Michael RDirector
|
GrantClass A Common Stock | 10,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000192 · wk-form4_1751573714.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,230 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on July 1, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:49 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 4,600 | $10.06 | $46,276.00 |
DisclosureSEC source: 0001840776-25-000186 · wk-form4_1751489354.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,694,235 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.00 to $10.17. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 20:21 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 7,432 | $10.12 | $75,211.84 |
DisclosureSEC source: 0001840776-25-000184 · wk-form4_1751055695.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,698,835 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.97 to $10.22. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Jun 27, 2025 20:21 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 19,627 | $10.14 | $199,017.78 |
DisclosureSEC source: 0001840776-25-000184 · wk-form4_1751055695.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,706,267 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.98 to $10.21. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 25, 2025 Filed Jun 27, 2025 20:21 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 12,610 | $10.05 | $126,730.50 |
DisclosureSEC source: 0001840776-25-000184 · wk-form4_1751055695.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,725,894 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.00 to $10.11. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 24, 2025 Filed Jun 24, 2025 20:47 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 31,110 | $10.14 | $315,455.40 |
DisclosureSEC source: 0001840776-25-000182 · wk-form4_1750798040.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,738,504 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $10.03 to $10.23. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 23, 2025 Filed Jun 24, 2025 20:47 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 11,710 | $10.02 | $117,334.20 |
DisclosureSEC source: 0001840776-25-000182 · wk-form4_1750798040.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,769,614 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.80 to $10.09. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 20:47 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 7,747 | $9.82 | $76,075.54 |
DisclosureSEC source: 0001840776-25-000182 · wk-form4_1750798040.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,781,324 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $9.64 to $9.88. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 18, 2025 Filed Jun 18, 2025 20:22 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 10,380 | $9.66 | $100,270.80 |
DisclosureSEC source: 0001840776-25-000180 · wk-form4_1750278110.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,789,071 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.53 to $9.75. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 20:22 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 4,610 | $9.55 | $44,025.50 |
DisclosureSEC source: 0001840776-25-000180 · wk-form4_1750278110.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,799,451 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.47 to $9.67. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:22 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 4,010 | $9.54 | $38,255.40 |
DisclosureSEC source: 0001840776-25-000180 · wk-form4_1750278110.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,804,061 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $9.43 to $9.64. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.