Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Aldel Financial II Inc.ALDF · Entity 5871 | Director · Chief Executive Officer · 10% owner | October 27, 2025 | October 29, 2025 |
| Global Net Lease, Inc.GNL · Entity 4470 | Director | October 06, 2026 | October 07, 2026 |
| Hagerty, Inc.HGTY · Entity 3968 | Director | September 24, 2026 | September 25, 2026 |
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.
Aldel Financial II Inc.
Report date October 27, 2025 · Filed October 29, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B ordinary sharesSEC Table II · derivative / convertible security | Direct | 87,500 |
Reported balance
After 2025-10-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-10-27 · Other · Disposed 12,500 · Balance 87,500 F1: At the time of our initial business combination, the Class B ordinary shares will convert into Class A ordinary shares on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. The Class B ordinary shares have no expiration date. F2: Pursuant to a share transfer agreement entered into in connection with the appointment of Charles Nearburg to the Issuer's board of directors (the "Board"), Mr. Kauffman transferred the shares to Charles Nearburg for an aggregate purchase price of $54.35. |
Filing footnotes · ownership attribution and instrument terms
F1: At the time of our initial business combination, the Class B ordinary shares will convert into Class A ordinary shares on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. The Class B ordinary shares have no expiration date.
F2: Pursuant to a share transfer agreement entered into in connection with the appointment of Charles Nearburg to the Issuer's board of directors (the "Board"), Mr. Kauffman transferred the shares to Charles Nearburg for an aggregate purchase price of $54.35.
Global Net Lease, Inc.
Report date October 06, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 74,692 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 4,389 · Balance 74,692 F1: Representing common stock issued pursuant to Global Net Lease, Inc's (the "Company") 2025 Omnibus Incentive Compensation Plan, representing a portion of the reporting person's annual retainer for service on the Company's Board of Directors and certain of its committees, which the reporting person elected to receive in shares of the Company's common stock in lieu of cash. |
Filing footnotes · ownership attribution and instrument terms
F1: Representing common stock issued pursuant to Global Net Lease, Inc's (the "Company") 2025 Omnibus Incentive Compensation Plan, representing a portion of the reporting person's annual retainer for service on the Company's Board of Directors and certain of its committees, which the reporting person elected to receive in shares of the Company's common stock in lieu of cash.
Hagerty, Inc.
Report date September 24, 2026 · Filed September 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Aldel LLC | 674,097 |
Reported balance
After 2026-09-24 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-24 · Gift · Disposed 74,000 · Balance 674,097 F1: Represents a bona fide gift to a charitable organization. F2: 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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 79,173 |
Reported balance
Holding disclosure · report date 2026-09-24 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 79,173 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a bona fide gift to a charitable organization.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 7, 2026 20:01 UTC | Global Net Lease, Inc. GNL · Entity 4470 | GrantCommon Stock | 4,389 | $8.26 | $36,253.14 |
DisclosureSEC source: 0001104659-26-114343 · tm2627204-1_4seq1.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,692 F1 · shares: Representing common stock issued pursuant to Global Net Lease, Inc's (the "Company") 2025 Omnibus Incentive Compensation Plan, representing a portion of the reporting person's annual retainer for service on the Company's Board of Directors and certain of its committees, which the reporting person elected to receive in shares of the Company's common stock in lieu of cash. Read SEC document |
| September 24, 2026 Filed Sep 25, 2026 20:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | GiftClass A Common Stock | 74,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-063585 · wk-form4_1790367698.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Aldel LLC Disclosed balance after: 674,097 F1 · kind: Represents a bona fide gift to a charitable organization. F2 · 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, 2026 Filed Jul 14, 2026 20:03 UTC | Global Net Lease, Inc. GNL · Entity 4470 | GrantCommon Stock | 4,055 | $8.94 | $36,251.70 |
DisclosureSEC source: 0001104659-26-083494 · tm2620374-4_4seq1.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,303 F1 · shares: Representing common stock issued pursuant to Global Net Lease, Inc.'s (the "Company") 2025 Omnibus Incentive Compensation Plan, representing a portion of the reporting person's annual retainer for service on the Company's Board of Directors and certain of its committees, which the reporting person elected to receive in shares of the Company's common stock in lieu of cash. Read SEC document |
| May 21, 2026 Filed May 26, 2026 21:48 UTC | Global Net Lease, Inc. GNL · Entity 4470 | GrantCommon Stock | 13,859 | $9.38 | $129,997.42 |
DisclosureSEC source: 0001104659-26-066398 · tm2615675-3_4seq1.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,248 F1 · shares: Represents restricted stock units ("RSUs") issued pursuant to Global Net Lease, Inc.'s (the "Registrant") 2025 Omnibus Incentive Compensation Plan that vest on May 20, 2027. Each RSU represents the contingent right to receive one share of the Registrant's common stock upon vesting of the RSU. Read SEC document |
| April 10, 2026 Filed Apr 13, 2026 20:01 UTC | Global Net Lease, Inc. GNL · Entity 4470 | GrantCommon Stock | 3,873 | $9.36 | $36,251.28 |
DisclosureSEC source: 0001104659-26-042605 · tm2611695-1_4seq1.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,389 F1 · shares: Representing common stock issued pursuant to Global Net Lease, Inc.'s (the "Company") 2025 Omnibus Incentive Compensation Plan, representing a portion of the reporting person's annual retainer for service on the Company's Board of Directors and certain of its committees, which the reporting person elected to receive in shares of the Company's common stock in lieu of cash. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 18:48 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 11,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023594 · wk-form4_1775242122.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,173 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, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| January 01, 2026 Filed Jan 30, 2026 21:01 UTC | Global Net Lease, Inc. GNL · Entity 4470 | GrantCommon Stock | 4,215 | $8.60 | $36,249.00 |
DisclosureSEC source: 0001104659-26-008615 · tm264463-1_4seq1.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,516 F1 · shares: Representing common stock issued pursuant to Global Net Lease, Inc.'s (the "Company") 2025 Omnibus Incentive Compensation Plan, representing a portion of the reporting person's annual retainer for service on the Company's Board of Directors and certain of its committees, which the reporting person elected to receive in shares of the Company's common stock in lieu of cash. Read SEC document |
| December 22, 2025 Filed Dec 29, 2025 22:03 UTC | Hagerty, Inc. HGTY · Entity 3968 | GiftClass A Common Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-059032 · wk-form4_1767045821.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Aldel LLC Disclosed balance after: 748,097 F1 · kind: Bona fide gift of 150,000 shares to a donor-advised fund sponsored by RK Family DAF for which no consideration was received. F2 · ownership.direct: Held by Aldel LLC. Mr. Kauffman is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. Mr. Kauffman disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| October 27, 2025 Filed Oct 28, 2025 20:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 15,270 | $11.12 | $169,802.40 |
DisclosureSEC source: 0001628280-25-046783 · wk-form4_1761683128.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 898,097 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 $10.97 to $11.22. 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 |
| October 27, 2025 Filed Oct 29, 2025 20:21 UTC | Aldel Financial II Inc. ALDF · Entity 5871 | OtherClass B ordinary shares · Derivative | 12,500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-103740 · tm2529588-2_4seq1.xml · derivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,500 Underlying: Class A Ordinary Shares, par value $0.0001 · 12,500 shares Expires not disclosed F1 · derivative.exercise_price: At the time of our initial business combination, the Class B ordinary shares will convert into Class A ordinary shares on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. The Class B ordinary shares have no expiration date. F2 · kind: Pursuant to a share transfer agreement entered into in connection with the appointment of Charles Nearburg to the Issuer's board of directors (the "Board"), Mr. Kauffman transferred the shares to Charles Nearburg for an aggregate purchase price of $54.35. F2 · price: Pursuant to a share transfer agreement entered into in connection with the appointment of Charles Nearburg to the Issuer's board of directors (the "Board"), Mr. Kauffman transferred the shares to Charles Nearburg for an aggregate purchase price of $54.35. F1 · derivative.exercise_date: At the time of our initial business combination, the Class B ordinary shares will convert into Class A ordinary shares on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. The Class B ordinary shares have no expiration date. F1 · derivative.expiration_date: At the time of our initial business combination, the Class B ordinary shares will convert into Class A ordinary shares on a one-for-one basis, subject to adjustment pursuant to certain anti-dilution rights. The Class B ordinary shares have no expiration date. Read SEC document |
| October 24, 2025 Filed Oct 24, 2025 20:49 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 14,731 | $11.16 | $164,397.96 |
DisclosureSEC source: 0001628280-25-046289 · wk-form4_1761338994.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 913,367 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 $11.03 to $11.30. 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 |
| October 23, 2025 Filed Oct 24, 2025 20:49 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 15,000 | $11.12 | $166,800.00 |
DisclosureSEC source: 0001628280-25-046289 · wk-form4_1761338994.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 928,098 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 $11.04 to $11.34. 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 |
| October 22, 2025 Filed Oct 24, 2025 20:49 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 9,495 | $11.18 | $106,154.10 |
DisclosureSEC source: 0001628280-25-046289 · wk-form4_1761338994.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 943,098 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 $11.33. 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 |
| October 21, 2025 Filed Oct 21, 2025 20:50 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 12,219 | $11.19 | $136,730.61 |
DisclosureSEC source: 0001628280-25-045726 · wk-form4_1761079824.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 952,593 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 $11.03 to $11.29. 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 |
| October 20, 2025 Filed Oct 21, 2025 20:50 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 8,286 | $11.20 | $92,803.20 |
DisclosureSEC source: 0001628280-25-045726 · wk-form4_1761079824.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 964,812 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 $11.12 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 |
| October 17, 2025 Filed Oct 21, 2025 20:50 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 14,644 | $11.33 | $165,916.52 |
DisclosureSEC source: 0001628280-25-045726 · wk-form4_1761079824.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 973,098 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 $11.21 to $11.51. 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 |
| October 16, 2025 Filed Oct 16, 2025 20:57 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 23,392 | $11.64 | $272,282.88 |
DisclosureSEC source: 0001628280-25-045232 · wk-form4_1760648264.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 987,742 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 $11.39 to $12.30. 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 |
| October 15, 2025 Filed Oct 16, 2025 20:57 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 12,391 | $12.14 | $150,426.74 |
DisclosureSEC source: 0001628280-25-045232 · wk-form4_1760648264.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,011,134 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 $12.04 to $12.33. 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 |
| October 14, 2025 Filed Oct 16, 2025 20:57 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 55,524 | $12.16 | $675,171.84 |
DisclosureSEC source: 0001628280-25-045232 · wk-form4_1760648264.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,023,525 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 $11.86 to $12.26. 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 |
| October 08, 2025 Filed Oct 9, 2025 20:41 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 22,629 | $12.00 | $271,548.00 |
DisclosureSEC source: 0001628280-25-044694 · wk-form4_1760042510.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,079,049 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 $11.71 to $12.13. 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 |
| October 07, 2025 Filed Oct 9, 2025 20:41 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 6,861 | $11.90 | $81,645.90 |
DisclosureSEC source: 0001628280-25-044694 · wk-form4_1760042510.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,101,678 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 $11.84 to $12.02. 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 |
| October 06, 2025 Filed Oct 6, 2025 20:43 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,024 | $12.01 | $36,318.24 |
DisclosureSEC source: 0001628280-25-044327 · wk-form4_1759783410.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,108,539 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 $11.94 to $12.09. 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 |
| October 02, 2025 Filed Oct 6, 2025 20:43 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 21,314 | $11.98 | $255,341.72 |
DisclosureSEC source: 0001628280-25-044327 · wk-form4_1759783410.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,111,563 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 $11.75 to $12.18. 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 |
| October 01, 2025 Filed Oct 1, 2025 20:42 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 18,372 | $12.06 | $221,566.32 |
DisclosureSEC source: 0001628280-25-043464 · wk-form4_1759351358.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,132,877 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 $11.87 to $12.46. 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 |
| October 01, 2025 Filed Jan 30, 2026 21:01 UTC | Global Net Lease, Inc. GNL · Entity 4470 | GrantCommon Stock | 4,693 | $8.19 | $38,435.67 |
DisclosureSEC source: 0001104659-26-008615 · tm264463-1_4seq1.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,301 F1 · shares: Representing common stock issued pursuant to Global Net Lease, Inc.'s (the "Company") 2025 Omnibus Incentive Compensation Plan, representing a portion of the reporting person's annual retainer for service on the Company's Board of Directors and certain of its committees, which the reporting person elected to receive in shares of the Company's common stock in lieu of cash. Read SEC document |
| September 30, 2025 Filed Oct 1, 2025 20:42 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 30,187 | $11.96 | $361,036.52 |
DisclosureSEC source: 0001628280-25-043464 · wk-form4_1759351358.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,151,249 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 $11.63 to $12.05. 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 29, 2025 Filed Oct 1, 2025 20:42 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 5,506 | $11.77 | $64,805.62 |
DisclosureSEC source: 0001628280-25-043464 · wk-form4_1759351358.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,181,436 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 $11.69 to $12.01. 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 |
| September 22, 2025 Filed Sep 24, 2025 20:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 34,447 | $12.38 | $426,453.86 |
DisclosureSEC source: 0001628280-25-042597 · wk-form4_1758745620.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,186,942 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 $12.24 to $12.54. 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 16, 2025 Filed Sep 17, 2025 20:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 17,622 | $12.46 | $219,570.12 |
DisclosureSEC source: 0001124462-25-000025 · wk-form4_1758140737.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,221,389 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 $12.36 to $12.66. 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 15, 2025 Filed Sep 17, 2025 20:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 11,433 | $12.79 | $146,228.07 |
DisclosureSEC source: 0001124462-25-000025 · wk-form4_1758140737.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,239,011 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 $12.64 to $12.91. 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 |
| September 08, 2025 Filed Sep 8, 2025 20:59 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 38,085 | $12.01 | $457,400.85 |
DisclosureSEC source: 0001124462-25-000017 · wk-form4_1757365150.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 1,250,444 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 $11.91 to $12.09. 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 |
| September 03, 2025 Filed Sep 3, 2025 20:33 UTC | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 11, 2025 Filed Aug 13, 2025 20:56 UTC | Hagerty, Inc. HGTY · Entity 3968 | 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 |
| July 28, 2025 Filed Jul 29, 2025 21:19 UTC | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.