Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | Chief Financial Officer | April 06, 2023 | April 10, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Hagerty, Inc.
Report date April 06, 2023 · Filed April 10, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 452,818 |
Ending reported balance
After 2023-04-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-04-06 · Tax withholding · Disposed 34,723 · Balance 453,659 F1: 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 with a grant date of April 1, 2022. Row 2 · 2023-04-10 · Tax withholding · Disposed 841 · Balance 452,818 F1: 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 with a grant date of April 1, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 with a grant date of April 1, 2022.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 10, 2023 Filed Apr 10, 2023 17:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 841 | $8.43 | $7,089.63 |
DisclosureSEC source: 0001840776-23-000086 · wf-form4_168116148884471.xml · nonDerivative · entry 2 Turcotte Frederick · CIK 0001897818 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 452,818 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 with a grant date of April 1, 2022. Read SEC document |
| April 06, 2023 Filed Apr 10, 2023 17:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 34,723 | $8.40 | $291,673.20 |
DisclosureSEC source: 0001840776-23-000086 · wf-form4_168116148884471.xml · nonDerivative · entry 1 Turcotte Frederick · CIK 0001897818 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 453,659 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 with a grant date of April 1, 2022. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 16:38 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 38,870 | $8.32 | $323,398.40 |
DisclosureSEC source: 0001840776-23-000066 · wf-form4_168081348718039.xml · nonDerivative · entry 2 Turcotte Frederick · CIK 0001897818 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488,382 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 with a grant date of April 1, 2022. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 16:38 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 33,638 | $8.45 | $284,241.10 |
DisclosureSEC source: 0001840776-23-000066 · wf-form4_168081348718039.xml · nonDerivative · entry 1 Turcotte Frederick · CIK 0001897818 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 527,252 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 with a grant date of April 1, 2022. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:29 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 463,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000051 · wf-form4_164919050723375.xml · nonDerivative · entry 5 Turcotte Frederick · CIK 0001897818 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 560,890 F4 · shares: Respresents shares of Class A Common Stock underlying RSUs acquired by the Reporting Person under the Plan. The RSUs vest 50% on April 1, 2023, and 50% on April 1, 2024, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:29 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000051 · wf-form4_164919050723375.xml · nonDerivative · entry 4 Turcotte Frederick · CIK 0001897818 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,498 F3 · shares: Respresents shares of Class A Common Stock underlying RSUs acquired by the Reporting Person under the Plan. The RSUs vest on April 1, 2024, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:29 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 37,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000051 · wf-form4_164919050723375.xml · nonDerivative · entry 3 Turcotte Frederick · CIK 0001897818 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,313 F3 · shares: Respresents shares of Class A Common Stock underlying RSUs acquired by the Reporting Person under the Plan. The RSUs vest on April 1, 2024, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:29 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 14,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000051 · wf-form4_164919050723375.xml · nonDerivative · entry 2 Turcotte Frederick · CIK 0001897818 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,315 F2 · shares: Respresents shares of Class A Common Stock underlying RSUs acquired by the Reporting Person under the Plan. The RSUs vest on April 1, 2023, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:29 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 44,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000051 · wf-form4_164919050723375.xml · nonDerivative · entry 1 Turcotte Frederick · CIK 0001897818 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,486 F1 · shares: Respresents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under Hagerty, Inc.'s (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending April 1, 2025, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement. 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.