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 |
|---|---|---|---|---|---|---|
| July 16, 2025 Filed Jul 16, 2025 20:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 16,972 | $10.03 | $170,229.16 |
DisclosureSEC source: 0001840776-25-000199 · wk-form4_1752697613.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,459,085 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.91 to $10.13. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 15, 2025 Filed Jul 16, 2025 20:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 14,862 | $10.00 | $148,620.00 |
DisclosureSEC source: 0001840776-25-000199 · wk-form4_1752697613.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,476,057 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.92 to $10.14. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 14, 2025 Filed Jul 16, 2025 20:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 8,362 | $10.00 | $83,620.00 |
DisclosureSEC source: 0001840776-25-000199 · wk-form4_1752697613.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,490,919 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $9.97 to $10.04. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 11, 2025 Filed Jul 11, 2025 21:08 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 9,970 | $9.94 | $99,101.80 |
DisclosureSEC source: 0001840776-25-000196 · wk-form4_1752268117.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,499,281 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.81 to $10.06. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 10, 2025 Filed Jul 11, 2025 21:08 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 41,239 | $10.10 | $416,513.90 |
DisclosureSEC source: 0001840776-25-000196 · wk-form4_1752268117.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,509,251 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.01 to $10.16. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 09, 2025 Filed Jul 11, 2025 21:08 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 98,766 | $10.07 | $994,573.62 |
DisclosureSEC source: 0001840776-25-000196 · wk-form4_1752268117.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,550,490 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $9.99 to $10.11. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 08, 2025 Filed Jul 8, 2025 20:52 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 12,465 | $10.19 | $127,018.35 |
DisclosureSEC source: 0001840776-25-000194 · wk-form4_1752007951.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,649,256 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $10.09 to $10.24. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 07, 2025 Filed Jul 8, 2025 20:52 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 9,914 | $10.15 | $100,627.10 |
DisclosureSEC source: 0001840776-25-000194 · wk-form4_1752007951.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,661,721 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.11 to $10.19. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 20:52 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,100 | $10.19 | $31,589.00 |
DisclosureSEC source: 0001840776-25-000194 · wk-form4_1752007951.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,671,635 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.00 to $10.23. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 02, 2025 Filed Jul 2, 2025 20:49 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 12,500 | $10.04 | $125,500.00 |
DisclosureSEC source: 0001840776-25-000186 · wk-form4_1751489354.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,674,735 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.91 to $10.22. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:49 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 7,000 | $10.18 | $71,260.00 |
DisclosureSEC source: 0001840776-25-000186 · wk-form4_1751489354.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,687,235 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.99 to $10.23. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 01, 2025 Filed Jul 4, 2025 00:34 UTC | Global Net Lease, Inc. GNL · Entity 4470 | GrantCommon Stock | 4,605 | $7.55 | $34,767.75 |
DisclosureSEC source: 0001104659-25-065890 · tm2519864-1_4seq1.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,608 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 |
| June 30, 2025 Filed Jul 2, 2025 20:49 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 4,600 | $10.06 | $46,276.00 |
DisclosureSEC source: 0001840776-25-000186 · wk-form4_1751489354.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,694,235 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.00 to $10.17. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 27, 2025 Filed Jun 27, 2025 20:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 7,432 | $10.12 | $75,211.84 |
DisclosureSEC source: 0001840776-25-000184 · wk-form4_1751055695.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,698,835 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.97 to $10.22. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Jun 27, 2025 20:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 19,627 | $10.14 | $199,017.78 |
DisclosureSEC source: 0001840776-25-000184 · wk-form4_1751055695.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,706,267 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.98 to $10.21. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 25, 2025 Filed Jun 27, 2025 20:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 12,610 | $10.05 | $126,730.50 |
DisclosureSEC source: 0001840776-25-000184 · wk-form4_1751055695.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,725,894 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $10.00 to $10.11. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 24, 2025 Filed Jun 24, 2025 20:47 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 31,110 | $10.14 | $315,455.40 |
DisclosureSEC source: 0001840776-25-000182 · wk-form4_1750798040.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,738,504 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $10.03 to $10.23. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 23, 2025 Filed Jun 24, 2025 20:47 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 11,710 | $10.02 | $117,334.20 |
DisclosureSEC source: 0001840776-25-000182 · wk-form4_1750798040.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,769,614 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.80 to $10.09. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 20:47 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 7,747 | $9.82 | $76,075.54 |
DisclosureSEC source: 0001840776-25-000182 · wk-form4_1750798040.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,781,324 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $9.64 to $9.88. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 18, 2025 Filed Jun 18, 2025 20:22 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 10,380 | $9.66 | $100,270.80 |
DisclosureSEC source: 0001840776-25-000180 · wk-form4_1750278110.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,789,071 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $9.53 to $9.75. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 17, 2025 Filed Jun 18, 2025 20:22 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 4,610 | $9.55 | $44,025.50 |
DisclosureSEC source: 0001840776-25-000180 · wk-form4_1750278110.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,799,451 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.47 to $9.67. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:22 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 4,010 | $9.54 | $38,255.40 |
DisclosureSEC source: 0001840776-25-000180 · wk-form4_1750278110.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 3,804,061 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $9.43 to $9.64. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F3 · ownership.direct: Held by Aldel LLC. The Reporting Person is the manager of Aldel LLC and has voting and investment discretion with respect to the securities held of record by Aldel LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| June 13, 2025 Filed Jun 13, 2025 20:14 UTC | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 05, 2025 Filed Jun 9, 2025 20:12 UTC | Global Net Lease, Inc. GNL · Entity 4470 | GrantCommon Stock | 17,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-057834 · tm2517438-8_4seq1.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,003 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 21, 2026. Each RSU represents the contingent right to receive one share of the Registrant's common stock upon vesting of the RSU. Read SEC document |
| June 04, 2025 Filed Jun 5, 2025 20:37 UTC | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 13, 2025 Filed May 14, 2025 21:58 UTC | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 09, 2025 Filed May 9, 2025 20:37 UTC | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 | Hagerty, Inc. HGTY · Entity 3968 | 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.