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 |
|---|---|---|---|---|---|---|
| January 28, 2025 Filed Jan 28, 2025 23:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 2,833 | $9.79 | $27,735.07 |
DisclosureSEC source: 0001628280-25-002873 · wk-form4_1738106327.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,346,039 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 $9.74 to $9.87. 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 |
| January 27, 2025 Filed Jan 28, 2025 23:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,693 | $9.86 | $36,412.98 |
DisclosureSEC source: 0001628280-25-002873 · wk-form4_1738106327.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,348,872 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 $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 |
| January 24, 2025 Filed Jan 28, 2025 23:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 9,433 | $9.63 | $90,839.79 |
DisclosureSEC source: 0001628280-25-002873 · wk-form4_1738106327.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,352,565 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 $9.82. 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 |
| January 23, 2025 Filed Jan 23, 2025 21:19 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 5,044 | $9.70 | $48,926.80 |
DisclosureSEC source: 0001840776-25-000010 · wk-form4_1737667170.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,361,998 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 $9.65 to $9.79. 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 |
| January 22, 2025 Filed Jan 23, 2025 21:19 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 5,617 | $9.69 | $54,428.73 |
DisclosureSEC source: 0001840776-25-000010 · wk-form4_1737667170.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,367,042 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 $9.63 to $9.74. 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 |
| January 21, 2025 Filed Jan 23, 2025 21:19 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,301 | $9.62 | $31,755.62 |
DisclosureSEC source: 0001840776-25-000010 · wk-form4_1737667170.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,372,659 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 $9.55 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 |
| January 17, 2025 Filed Jan 17, 2025 21:34 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 2,407 | $9.69 | $23,323.83 |
DisclosureSEC source: 0001840776-25-000008 · wk-form4_1737149653.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,375,960 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 $9.78. 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 |
| January 16, 2025 Filed Jan 17, 2025 21:34 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,299 | $9.73 | $32,099.27 |
DisclosureSEC source: 0001840776-25-000008 · wk-form4_1737149653.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,378,367 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $9.58 to $9.79. 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 |
| January 15, 2025 Filed Jan 17, 2025 21:34 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,883 | $9.64 | $37,432.12 |
DisclosureSEC source: 0001840776-25-000008 · wk-form4_1737149653.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,381,666 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 $9.60 to $9.69. 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 |
| January 14, 2025 Filed Jan 14, 2025 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,972 | $9.45 | $37,535.40 |
DisclosureSEC source: 0001840776-25-000006 · wk-form4_1736889695.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,385,549 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 $9.28 to $9.57. 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 |
| January 13, 2025 Filed Jan 14, 2025 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 8,918 | $9.32 | $83,115.76 |
DisclosureSEC source: 0001840776-25-000006 · wk-form4_1736889695.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,389,521 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 $9.21 to $9.40. 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 |
| January 10, 2025 Filed Jan 14, 2025 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 7,061 | $9.35 | $66,020.35 |
DisclosureSEC source: 0001840776-25-000006 · wk-form4_1736889695.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,398,439 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 $9.24 to $9.48. 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 |
| January 08, 2025 Filed Jan 10, 2025 11:52 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 5,278 | $9.40 | $49,613.20 |
DisclosureSEC source: 0001840776-25-000004 · wk-form4_1736509954.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,405,500 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 $9.26 to $9.56. 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 |
| January 07, 2025 Filed Jan 10, 2025 11:52 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 6,590 | $9.50 | $62,605.00 |
DisclosureSEC source: 0001840776-25-000004 · wk-form4_1736509954.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,410,778 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 $9.41 to $9.62. 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 |
| January 06, 2025 Filed Jan 6, 2025 21:23 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 6,111 | $9.66 | $59,032.26 |
DisclosureSEC source: 0001840776-25-000002 · wk-form4_1736198612.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,417,368 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 $9.79. 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 |
| January 03, 2025 Filed Jan 6, 2025 21:23 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 5,823 | $9.82 | $57,181.86 |
DisclosureSEC source: 0001840776-25-000002 · wk-form4_1736198612.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,423,479 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 $9.76 to $9.92. 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 |
| January 02, 2025 Filed Jan 6, 2025 21:23 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 8,175 | $9.83 | $80,360.25 |
DisclosureSEC source: 0001840776-25-000002 · wk-form4_1736198612.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,429,302 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 $9.67 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 |
| December 31, 2024 Filed Dec 31, 2024 21:30 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 4,982 | $9.62 | $47,926.84 |
DisclosureSEC source: 0001840776-24-000280 · wk-form4_1735680633.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,437,477 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 $9.55 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 |
| December 30, 2024 Filed Dec 31, 2024 21:30 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,878 | $9.57 | $37,112.46 |
DisclosureSEC source: 0001840776-24-000280 · wk-form4_1735680633.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,442,459 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 $9.43 to $9.66. 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 |
| December 27, 2024 Filed Dec 31, 2024 21:30 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,519 | $9.83 | $34,591.77 |
DisclosureSEC source: 0001840776-24-000280 · wk-form4_1735680633.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,446,337 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 $9.80 to $9.97. 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 |
| December 26, 2024 Filed Dec 26, 2024 21:38 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 2,687 | $9.98 | $26,816.26 |
DisclosureSEC source: 0001840776-24-000278 · wk-form4_1735249089.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,449,856 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 $9.95 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 |
| December 24, 2024 Filed Dec 26, 2024 21:38 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 1,467 | $10.13 | $14,860.71 |
DisclosureSEC source: 0001840776-24-000278 · wk-form4_1735249089.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,452,543 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 $10.09 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 |
| December 23, 2024 Filed Dec 23, 2024 21:29 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 11,046 | $10.13 | $111,895.98 |
DisclosureSEC source: 0001840776-24-000276 · wk-form4_1734989382.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,454,010 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 $10.04 to $10.36. 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 |
| December 20, 2024 Filed Dec 23, 2024 21:29 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 16,849 | $10.44 | $175,903.56 |
DisclosureSEC source: 0001840776-24-000276 · wk-form4_1734989382.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,465,056 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.35 to $10.69. 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 |
| December 19, 2024 Filed Dec 23, 2024 21:29 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 5,077 | $10.59 | $53,765.43 |
DisclosureSEC source: 0001840776-24-000276 · wk-form4_1734989382.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,481,905 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 $10.48 to $10.67. 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 |
| December 18, 2024 Filed Dec 18, 2024 21:22 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 7,274 | $10.66 | $77,540.84 |
DisclosureSEC source: 0001840776-24-000272 · wk-form4_1734556970.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,486,982 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 $10.55 to $10.93. 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 |
| December 17, 2024 Filed Dec 18, 2024 21:22 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 5,715 | $10.83 | $61,893.45 |
DisclosureSEC source: 0001840776-24-000272 · wk-form4_1734556970.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,494,256 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.77 to $10.93. 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 |
| December 16, 2024 Filed Dec 18, 2024 21:22 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 6,473 | $11.01 | $71,267.73 |
DisclosureSEC source: 0001840776-24-000272 · wk-form4_1734556970.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,499,971 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 $10.90 to $11.19. 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 |
| December 13, 2024 Filed Dec 13, 2024 21:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 4,566 | $11.07 | $50,545.62 |
DisclosureSEC source: 0001840776-24-000270 · wk-form4_1734124524.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,506,444 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F5 · price: This transaction was executed in multiple trades at prices ranging from $10.94 to $11.11. 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 |
| December 12, 2024 Filed Dec 13, 2024 21:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 5,475 | $11.18 | $61,210.50 |
DisclosureSEC source: 0001840776-24-000270 · wk-form4_1734124524.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,511,010 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 $11.11 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 |
| December 11, 2024 Filed Dec 13, 2024 21:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 7,607 | $11.19 | $85,122.33 |
DisclosureSEC source: 0001840776-24-000270 · wk-form4_1734124524.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,516,485 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 $11.10 to $11.23. 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 |
| December 10, 2024 Filed Dec 10, 2024 21:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 6,504 | $11.19 | $72,779.76 |
DisclosureSEC source: 0001840776-24-000268 · wk-form4_1733865958.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,524,092 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 $10.91 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 |
| December 09, 2024 Filed Dec 10, 2024 21:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 12,731 | $11.20 | $142,587.20 |
DisclosureSEC source: 0001840776-24-000268 · wk-form4_1733865958.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,530,596 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 $11.08 to $11.23. 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 |
| December 06, 2024 Filed Dec 10, 2024 21:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 4,398 | $11.27 | $49,565.46 |
DisclosureSEC source: 0001840776-24-000268 · wk-form4_1733865958.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,543,327 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 $11.43. 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 |
| December 05, 2024 Filed Dec 5, 2024 21:33 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 9,322 | $11.48 | $107,016.56 |
DisclosureSEC source: 0001840776-24-000266 · wk-form4_1733434379.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,547,725 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 $11.40 to $11.56. 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 |
| December 04, 2024 Filed Dec 5, 2024 21:33 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,942 | $11.52 | $45,411.84 |
DisclosureSEC source: 0001840776-24-000266 · wk-form4_1733434379.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,557,047 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 $11.45 to $11.65. 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 |
| December 03, 2024 Filed Dec 5, 2024 21:33 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 6,355 | $11.79 | $74,925.45 |
DisclosureSEC source: 0001840776-24-000266 · wk-form4_1733434379.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,560,989 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 $11.70 to $11.86. 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 |
| December 02, 2024 Filed Dec 2, 2024 21:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 29,624 | $11.95 | $354,006.80 |
DisclosureSEC source: 0001840776-24-000264 · wk-form4_1733174809.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,567,344 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 $11.69 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 |
| November 29, 2024 Filed Dec 2, 2024 21:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 34,710 | $11.76 | $408,189.60 |
DisclosureSEC source: 0001840776-24-000264 · wk-form4_1733174809.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,596,968 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 $11.70 to $11.83. 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 |
| November 27, 2024 Filed Dec 2, 2024 21:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 28,908 | $11.71 | $338,512.68 |
DisclosureSEC source: 0001840776-24-000264 · wk-form4_1733174809.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,631,678 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 $11.62 to $11.77. 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 |
| November 26, 2024 Filed Nov 26, 2024 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 49,482 | $11.60 | $573,991.20 |
DisclosureSEC source: 0001840776-24-000262 · wk-form4_1732656061.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,660,586 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 $11.74. 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 |
| November 25, 2024 Filed Nov 26, 2024 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 10,461 | $11.54 | $120,719.94 |
DisclosureSEC source: 0001840776-24-000262 · wk-form4_1732656061.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,710,068 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 $11.44 to $11.74. 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 |
| November 22, 2024 Filed Nov 26, 2024 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 37,228 | $11.52 | $428,866.56 |
DisclosureSEC source: 0001840776-24-000262 · wk-form4_1732656061.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,720,529 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F2 · price: This transaction was executed in multiple trades at prices ranging from $11.39 to $11.80. 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 |
| November 21, 2024 Filed Nov 21, 2024 21:11 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 62,342 | $11.21 | $698,853.82 |
DisclosureSEC source: 0001840776-24-000260 · wk-form4_1732223510.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,757,757 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 $11.07 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 |
| November 20, 2024 Filed Nov 21, 2024 21:11 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 12,027 | $11.09 | $133,379.43 |
DisclosureSEC source: 0001840776-24-000260 · wk-form4_1732223510.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,820,099 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 9, 2024. F4 · price: This transaction was executed in multiple trades at prices ranging from $11.02 to $11.18. 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 |
| November 19, 2024 Filed Nov 21, 2024 21:11 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 67,590 | $11.17 | $754,980.30 |
DisclosureSEC source: 0001840776-24-000260 · wk-form4_1732223510.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,832,126 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 $11.02 to $11.23. 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 |
| November 18, 2024 Filed Nov 18, 2024 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 8,995 | $11.16 | $100,384.20 |
DisclosureSEC source: 0001840776-24-000258 · wk-form4_1731964893.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,899,716 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 11, 2023. F4 · price: This transaction was executed in multiple trades at prices ranging from $11.02 to $11.26. 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 |
| November 15, 2024 Filed Nov 18, 2024 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 3,191 | $11.18 | $35,675.38 |
DisclosureSEC source: 0001840776-24-000258 · wk-form4_1731964893.xml · nonDerivative · entry 1 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,908,711 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 11, 2023. F2 · price: This transaction was executed in multiple trades at prices ranging from $11.09 to $11.31. 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 |
| November 14, 2024 Filed Nov 14, 2024 21:31 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 27,211 | $11.15 | $303,402.65 |
DisclosureSEC source: 0001840776-24-000256 · wk-form4_1731619876.xml · nonDerivative · entry 3 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,911,902 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 11, 2023. F5 · price: This transaction was executed in multiple trades at prices ranging from $11.00 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 |
| November 13, 2024 Filed Nov 14, 2024 21:31 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 14,849 | $11.17 | $165,863.33 |
DisclosureSEC source: 0001840776-24-000256 · wk-form4_1731619876.xml · nonDerivative · entry 2 KAUFFMAN ROBERT I · CIK 0001124462 · Director 10b5-1 filing: Plan reported Ownership: Indirect · By Aldel LLC Disclosed balance after: 4,939,113 F1 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on August 11, 2023. F4 · price: This transaction was executed in multiple trades at prices ranging from $10.86 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.