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 |
|---|---|---|---|---|---|---|
| June 13, 2025 Filed Jun 13, 2025 20:14 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 8,127 | $9.44 | $76,718.88 |
DisclosureSEC source: 0001840776-25-000178 · wk-form4_1749845666.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,808,071 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 $9.33 to $9.53. 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 12, 2025 Filed Jun 13, 2025 20:14 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 4,227 | $9.51 | $40,198.77 |
DisclosureSEC source: 0001840776-25-000178 · wk-form4_1749845666.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,816,198 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 $9.45 to $9.60. 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 11, 2025 Filed Jun 13, 2025 20:14 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 8,764 | $9.61 | $84,222.04 |
DisclosureSEC source: 0001840776-25-000178 · wk-form4_1749845666.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,820,425 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 $9.51 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 10, 2025 Filed Jun 10, 2025 20:38 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 3,927 | $9.60 | $37,699.20 |
DisclosureSEC source: 0001840776-25-000173 · wk-form4_1749587920.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,829,189 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 $9.54 to $9.73. 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 09, 2025 Filed Jun 10, 2025 20:38 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 6,427 | $9.80 | $62,984.60 |
DisclosureSEC source: 0001840776-25-000173 · wk-form4_1749587920.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,833,116 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 $9.71 to $10.01. 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 |
| June 06, 2025 Filed Jun 10, 2025 20:38 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 12,326 | $10.06 | $123,999.56 |
DisclosureSEC source: 0001840776-25-000173 · wk-form4_1749587920.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,839,543 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 $9.98 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 |
| June 05, 2025 Filed Jun 5, 2025 20:37 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 15,823 | $10.08 | $159,495.84 |
DisclosureSEC source: 0001840776-25-000166 · wk-form4_1749155638.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,851,869 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 $10.00 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 04, 2025 Filed Jun 5, 2025 20:37 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 9,726 | $10.01 | $97,357.26 |
DisclosureSEC source: 0001840776-25-000166 · wk-form4_1749155638.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,867,692 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 $9.96 to $10.07. 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 03, 2025 Filed Jun 5, 2025 20:37 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 7,681 | $9.92 | $76,195.52 |
DisclosureSEC source: 0001840776-25-000166 · wk-form4_1749155638.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,877,418 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 $9.74 to $10.01. 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 |
| June 02, 2025 Filed Jun 2, 2025 20:13 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 3,726 | $9.85 | $36,701.10 |
DisclosureSEC source: 0001840776-25-000158 · wk-form4_1748895203.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,885,099 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 $9.64 to $9.90. 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 |
| May 30, 2025 Filed Jun 2, 2025 20:13 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 11,112 | $9.80 | $108,897.60 |
DisclosureSEC source: 0001840776-25-000158 · wk-form4_1748895203.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,888,825 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 $9.70 to $9.96. 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 |
| May 29, 2025 Filed Jun 2, 2025 20:13 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 16,070 | $9.72 | $156,200.40 |
DisclosureSEC source: 0001840776-25-000158 · wk-form4_1748895203.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,899,937 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 $9.45 to $9.81. 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 |
| May 28, 2025 Filed May 28, 2025 20:22 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 7,000 | $9.37 | $65,590.00 |
DisclosureSEC source: 0001840776-25-000156 · wk-form4_1748463761.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,916,007 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 $9.22 to $9.47. 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 |
| May 27, 2025 Filed May 28, 2025 20:22 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 7,400 | $9.32 | $68,968.00 |
DisclosureSEC source: 0001840776-25-000156 · wk-form4_1748463761.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,923,007 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 $9.15 to $9.45. 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 |
| May 23, 2025 Filed May 28, 2025 20:22 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 2,144 | $9.12 | $19,553.28 |
DisclosureSEC source: 0001840776-25-000156 · wk-form4_1748463761.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,930,407 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 $9.07 to $9.16. 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 |
| May 22, 2025 Filed May 22, 2025 20:28 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 2,644 | $9.19 | $24,298.36 |
DisclosureSEC source: 0001840776-25-000154 · wk-form4_1747945681.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,932,551 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 $9.12 to $9.30. 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 |
| May 21, 2025 Filed May 22, 2025 20:28 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 3,164 | $9.27 | $29,330.28 |
DisclosureSEC source: 0001840776-25-000154 · wk-form4_1747945681.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,935,195 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 $9.23 to $9.47. 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 |
| May 20, 2025 Filed May 22, 2025 20:28 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 8,964 | $9.54 | $85,516.56 |
DisclosureSEC source: 0001840776-25-000154 · wk-form4_1747945681.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,938,359 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 $9.47 to $9.72. 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 |
| May 19, 2025 Filed May 19, 2025 21:09 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 24,110 | $9.86 | $237,724.60 |
DisclosureSEC source: 0001840776-25-000152 · wk-form4_1747688951.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,947,323 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.57 to $9.99. 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 |
| May 16, 2025 Filed May 19, 2025 21:09 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 8,361 | $9.69 | $81,018.09 |
DisclosureSEC source: 0001840776-25-000152 · wk-form4_1747688951.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,971,433 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 $9.60 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 |
| May 15, 2025 Filed May 19, 2025 21:09 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 12,044 | $9.72 | $117,067.68 |
DisclosureSEC source: 0001840776-25-000152 · wk-form4_1747688951.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,979,794 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 $9.65 to $9.81. 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 |
| May 14, 2025 Filed May 14, 2025 21:58 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 7,239 | $9.68 | $70,073.52 |
DisclosureSEC source: 0001840776-25-000148 · wk-form4_1747259899.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,991,838 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 $9.61 to $9.90. 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 |
| May 14, 2025 Filed May 15, 2025 00:14 UTC |
Kuczinski Anthony JDirector
|
PurchaseClass A Common Stock | 1,000 | $9.75 | $9,750.00 |
DisclosureSEC source: 0001840776-25-000150 · wk-form4_1747268091.xml · nonDerivative · entry 2 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,277 Read SEC document |
| May 13, 2025 Filed May 14, 2025 21:58 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 29,849 | $9.79 | $292,221.71 |
DisclosureSEC source: 0001840776-25-000148 · wk-form4_1747259899.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,999,077 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 $9.91. 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 |
| May 12, 2025 Filed May 14, 2025 21:58 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 8,326 | $9.45 | $78,680.70 |
DisclosureSEC source: 0001840776-25-000148 · wk-form4_1747259899.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,028,926 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 $9.30 to $9.83. 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 |
| May 12, 2025 Filed May 15, 2025 00:14 UTC |
Kuczinski Anthony JDirector
|
PurchaseClass A Common Stock | 2,000 | $9.44 | $18,880.00 |
DisclosureSEC source: 0001840776-25-000150 · wk-form4_1747268091.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,277 F1 · price: This transaction was executed in multiple trades at prices ranging from $9.40 to $9.49. 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 |
| May 09, 2025 Filed May 9, 2025 20:37 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 4,183 | $9.71 | $40,616.93 |
DisclosureSEC source: 0001840776-25-000146 · wk-form4_1746823032.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,037,252 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 $9.60 to $9.81. 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 |
| May 08, 2025 Filed May 9, 2025 20:37 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 4,710 | $9.76 | $45,969.60 |
DisclosureSEC source: 0001840776-25-000146 · wk-form4_1746823032.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,041,435 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 $9.65 to $9.89. 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 |
| May 07, 2025 Filed May 9, 2025 20:37 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 33,765 | $9.67 | $326,507.55 |
DisclosureSEC source: 0001840776-25-000146 · wk-form4_1746823032.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,046,145 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 $9.49 to $9.83. 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 |
| May 05, 2025 Filed May 6, 2025 20:59 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 2,455 | $9.02 | $22,144.10 |
DisclosureSEC source: 0001840776-25-000138 · wk-form4_1746565181.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,079,910 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 $9.00 to $9.10. 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 |
| May 02, 2025 Filed May 6, 2025 20:59 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 1,453 | $9.04 | $13,135.12 |
DisclosureSEC source: 0001840776-25-000138 · wk-form4_1746565181.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,082,365 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 $9.02 to $9.08. 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 |
| April 25, 2025 Filed Apr 28, 2025 20:17 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 1,149 | $9.02 | $10,363.98 |
DisclosureSEC source: 0001840776-25-000132 · wk-form4_1745871425.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,083,818 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 $9.00 to $9.07. 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 |
| April 24, 2025 Filed Apr 28, 2025 20:17 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 8,179 | $9.10 | $74,428.90 |
DisclosureSEC source: 0001840776-25-000132 · wk-form4_1745871425.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,084,967 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 $9.02 to $9.16. 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 |
| April 04, 2025 Filed Apr 7, 2025 20:23 UTC |
Harris LaurieDirector
|
SaleClass A Common Stock | 3,934 | $8.41 | $33,084.94 |
DisclosureSEC source: 0001840776-25-000107 · wk-form4_1744057398.xml · nonDerivative · entry 1 Harris Laurie · CIK 0001783632 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,349 F1 · kind: The sale occurred automatically pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 6, 2024, and does not represent a discretionary transaction. The reported sale represents a "sell to cover" transaction and equals the number of shares required to be sold by the Reporting Person to satisfy tax withholding obligations in connection with the vesting of the Reporting Person's restricted stock units. F2 · price: This transaction was executed in multiple trades at prices ranging from $8.31 to $8.63. 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. Read SEC document |
| April 02, 2025 Filed Apr 3, 2025 21:27 UTC |
McClymont PatrickChief Financial Officer
|
GrantClass A Common Stock | 2,007 | $8.63 | $17,320.41 |
DisclosureSEC source: 0001840776-25-000103 · wk-form4_1743715667.xml · nonDerivative · entry 3 McClymont Patrick · CIK 0001589119 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 321,857 F3 · shares: Shares acquired pursuant to the Hagerty, Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of October 1, 2024 through March 31, 2025. F4 · price: In accordance with the ESPP, the per share price paid for these shares was an amount equal to 95% of the closing price of the Issuer's stock on April 1, 2025. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:11 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 1,215 | $9.07 | $11,020.05 |
DisclosureSEC source: 0001840776-25-000105 · wk-form4_1743801091.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,093,146 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 $9.00 to $9.15. 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 |
| April 01, 2025 Filed Apr 1, 2025 20:48 UTC |
KAUFFMAN ROBERT IDirector
|
SaleClass A Common Stock | 8,354 | $9.06 | $75,687.24 |
DisclosureSEC source: 0001840776-25-000055 · wk-form4_1743540523.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,094,361 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 $9.00 to $9.12. 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 |
| April 01, 2025 Filed Apr 3, 2025 21:27 UTC |
Champagne ColletteCHRO and CAO
|
Tax withholdingClass A Common Stock | 21,177 | $9.08 | $192,287.16 |
DisclosureSEC source: 0001840776-25-000102 · wk-form4_1743715654.xml · nonDerivative · entry 2 Champagne Collette · CIK 0001897817 · CHRO and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,743 F2 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of RSUs pursuant to various RSU award agreements. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:27 UTC |
Champagne ColletteCHRO and CAO
|
GrantClass A Common Stock | 27,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000102 · wk-form4_1743715654.xml · nonDerivative · entry 1 Champagne Collette · CIK 0001897817 · CHRO and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,920 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2028, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:26 UTC |
Hagerty McKeelDirector · Chief Executive Officer
|
Tax withholdingClass A Common Stock | 99,234 | $9.08 | $901,044.72 |
DisclosureSEC source: 0001840776-25-000097 · wk-form4_1743715594.xml · nonDerivative · entry 1 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,120,608 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 various RSU award agreements. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:27 UTC |
KAUFFMAN ROBERT IDirector
|
GrantClass A Common Stock | 13,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000099 · wk-form4_1743715616.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,302 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 April 1, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:27 UTC |
Briglia Jeffrey EdwardPresident of Insurance
|
Tax withholdingClass A Common Stock | 5,617 | $9.08 | $51,002.36 |
DisclosureSEC source: 0001840776-25-000101 · wk-form4_1743715641.xml · nonDerivative · entry 2 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,838 F2 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of RSUs pursuant to various RSU award agreements. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:27 UTC |
Briglia Jeffrey EdwardPresident of Insurance
|
GrantClass A Common Stock | 53,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000101 · wk-form4_1743715641.xml · nonDerivative · entry 1 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,455 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2028, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:26 UTC |
Page Russell AndrewChief Information Officer
|
Tax withholdingClass A Common Stock | 7,858 | $9.08 | $71,350.64 |
DisclosureSEC source: 0001840776-25-000095 · wk-form4_1743715569.xml · nonDerivative · entry 2 Page Russell Andrew · CIK 0002020291 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,769 F2 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of RSUs pursuant to various RSU award agreements. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:26 UTC |
Page Russell AndrewChief Information Officer
|
GrantClass A Common Stock | 26,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000095 · wk-form4_1743715569.xml · nonDerivative · entry 1 Page Russell Andrew · CIK 0002020291 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,627 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2028, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:25 UTC |
Kuczinski Anthony JDirector
|
GrantClass A Common Stock | 13,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000092 · wk-form4_1743715533.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,277 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 April 1, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:26 UTC |
Salmi MikaDirector
|
GrantClass A Common Stock | 13,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000094 · wk-form4_1743715557.xml · nonDerivative · entry 1 Salmi Mika · CIK 0001897885 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,302 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 April 1, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:25 UTC |
Ahn KennethPresident, Hagerty Marketplace
|
Tax withholdingClass A Common Stock | 10,568 | $9.08 | $95,957.44 |
DisclosureSEC source: 0001840776-25-000089 · wk-form4_1743715498.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,593 F2 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of RSUs pursuant to various RSU award agreements Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:25 UTC |
Ahn KennethPresident, Hagerty Marketplace
|
GrantClass A Common Stock | 24,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000089 · wk-form4_1743715498.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,161 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2028, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:25 UTC |
SWANSON WILLIAM HDirector
|
GrantClass A Common Stock | 13,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000093 · wk-form4_1743715545.xml · nonDerivative · entry 1 SWANSON WILLIAM H · CIK 0001194790 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,302 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 April 1, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. 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.