Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | Director | April 01, 2022 | April 05, 2022 |
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 01, 2022 · Filed April 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 8,341 |
Reported balance
After 2022-04-01 transaction · row 1
1 source rowRow 1 · 2022-04-01 · Grant · Acquired 8,341 · Balance 8,341 F1: Respresents 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, 2023, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. |
Filing footnotes · ownership attribution and instrument terms
F1: Respresents 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, 2023, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
NAVIGANT CONSULTING INC
Report date October 11, 2019 · Filed October 16, 2019
Section 16 reporting ended · disclosed 2019-10-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-10-11 transaction · row 1
1 source rowRow 1 · 2019-10-11 · Disposition to issuer · Disposed 128,455 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of August 2, 2019, by and between the registrant and Guidehouse LLP ("Parent"), a Delaware limited liability partnership and Isaac Merger Sub, Inc. ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the registrant (the "Merger"), these shares of registrant common stock were canceled and converted to the right to receive $28 in cash per share (the "Merger Consideration"). This includes 5,462 restricted share units subject to time-based vesting conditions previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of August 2, 2019, by and between the registrant and Guidehouse LLP ("Parent"), a Delaware limited liability partnership and Isaac Merger Sub, Inc. ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the registrant (the "Merger"), these shares of registrant common stock were canceled and converted to the right to receive $28 in cash per share (the "Merger Consideration"). This includes 5,462 restricted share units subject to time-based vesting conditions previously reported.
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 01, 2022 Filed Apr 5, 2022 16:35 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 8,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000057 · wf-form4_164919090909593.xml · nonDerivative · entry 1 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,341 F1 · shares: Respresents 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, 2023, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| October 11, 2019 Filed Oct 16, 2019 15:34 UTC | NAVIGANT CONSULTING INC NCI · Entity 154427 | Disposition to issuerCommon Stock | 128,455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-053265 · doc4.xml · nonDerivative · entry 1 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of August 2, 2019, by and between the registrant and Guidehouse LLP ("Parent"), a Delaware limited liability partnership and Isaac Merger Sub, Inc. ("Merger Sub"), effective as of the effective time of the merger of Merger Sub with and into the registrant (the "Merger"), these shares of registrant common stock were canceled and converted to the right to receive $28 in cash per share (the "Merger Consideration"). This includes 5,462 restricted share units subject to time-based vesting conditions previously reported. Read SEC document |
| September 13, 2019 Filed Sep 17, 2019 12:40 UTC | NAVIGANT CONSULTING INC NCI · Entity 154427 | GrantCommon Stock | 10 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-049779 · doc4.xml · nonDerivative · entry 1 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,455 F1 · kind: Grant of Restricted Stock Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect the issuer's payment of a cash dividend. Read SEC document |
| June 15, 2019 Filed Jun 18, 2019 17:01 UTC | NAVIGANT CONSULTING INC NCI · Entity 154427 | GrantCommon Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-037746 · doc4.xml · nonDerivative · entry 1 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,445 F1 · kind: Grant of Restricted Stock Units (RSUs) pursuant to the anti-dilution provisions of previously granted RSU awards, to reflect the issuer's payment of a cash dividend. Read SEC document |
| May 14, 2019 Filed May 15, 2019 15:52 UTC | NAVIGANT CONSULTING INC NCI · Entity 154427 | GrantCommon Stock | 5,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-029956 · doc4.xml · nonDerivative · entry 1 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,433 Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 16:22 UTC | NAVIGANT CONSULTING INC NCI · Entity 154427 | GrantCommon Stock | 4,923 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-038548 · doc4.xml · nonDerivative · entry 1 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,993 Read SEC document |
| May 04, 2018 Filed May 7, 2018 16:12 UTC | NAVIGANT CONSULTING INC NCI · Entity 154427 | Exercise / conversionStock Option (right to buy) · Derivative | 5,909 | $0.00 Strike: $12.29 | $0.00 |
DisclosureSEC source: 0001209191-18-028298 · doc4.xml · derivative · entry 2 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,909 shares Expires 2018-05-22 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 · derivative.exercise_date: The stock option vested in one-third increments on each of the first three anniversaries of the grant date. Read SEC document |
| May 04, 2018 Filed May 7, 2018 16:12 UTC | NAVIGANT CONSULTING INC NCI · Entity 154427 | Exercise / conversionCommon Stock | 5,909 | $12.29 | $72,621.61 |
DisclosureSEC source: 0001209191-18-028298 · doc4.xml · nonDerivative · entry 1 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,070 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. Read SEC document |
| May 16, 2017 Filed May 17, 2017 18:21 UTC | NAVIGANT CONSULTING INC NCI · Entity 154427 | GrantCommon Stock | 5,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-033356 · doc4.xml · nonDerivative · entry 1 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,161 Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 16:03 UTC | NAVIGANT CONSULTING INC NCI · Entity 154427 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,062 | $0.00 Strike: $9.83 | $0.00 |
DisclosureSEC source: 0001209191-16-152659 · doc4.xml · derivative · entry 2 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,062 shares Expires 2017-04-25 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 · derivative.exercise_date: The stock option was granted on 4/25/2011 and vested in one-third increments on each of the first, second and third anniversaries of the grant date. Read SEC document |
| November 29, 2016 Filed Dec 1, 2016 16:03 UTC | NAVIGANT CONSULTING INC NCI · Entity 154427 | Exercise / conversionCommon Stock | 7,062 | $9.83 | $69,419.46 |
DisclosureSEC source: 0001209191-16-152659 · doc4.xml · nonDerivative · entry 1 Tipsord Michael L. · CIK 0001466639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,848 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. 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.