Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | Director | May 15, 2026 | May 19, 2026 |
| RYAN SPECIALTY HOLDINGS, INC.RYAN · Entity 3319 | Director | June 11, 2026 | June 15, 2026 |
| Skyward Specialty Insurance Group, Inc.SKWD · Entity 4400 | Director | May 21, 2026 | May 21, 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.
Hagerty, Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 68,648 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Purchase · Acquired 9,500 · Balance 68,648 F1: This transaction was executed in multiple trades at prices ranging from $10.44 to $10.46. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $10.44 to $10.46. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.
RYAN SPECIALTY HOLDINGS, INC.
Report date June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 13,072 |
Ending reported balance
After 2026-06-12 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-11 · Purchase · Acquired 2,500 · Balance 12,572 F1: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $34.56 to $35.06, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the ranges set forth in this footnote. Row 2 · 2026-06-12 · Purchase · Acquired 500 · Balance 13,072 F2: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $35.57 to $35.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the ranges set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $34.56 to $35.06, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the ranges set forth in this footnote.
F2: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $35.57 to $35.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the ranges set forth in this footnote.
Skyward Specialty Insurance Group, Inc.
Report date May 21, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,977 |
Ending reported balance
After 2026-05-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-21 · Purchase · Acquired 200 · Balance 14,177 Row 2 · 2026-05-21 · Purchase · Acquired 800 · Balance 14,977 Row 3 · 2026-05-21 · Purchase · Acquired 1,000 · Balance 15,977 |
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 |
|---|---|---|---|---|---|---|
| June 12, 2026 Filed Jun 15, 2026 20:32 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 500 | $35.77 | $17,885.00 |
DisclosureSEC source: 0001976607-26-000010 · wk-form4_1781555559.xml · nonDerivative · entry 2 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,072 F2 · price: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $35.57 to $35.94, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the ranges set forth in this footnote. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 20:32 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 2,500 | $34.83 | $87,075.00 |
DisclosureSEC source: 0001976607-26-000010 · wk-form4_1781555559.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,572 F1 · price: The price reported is a weighted average price. These shares of Class A Common Stock of the Issuer were purchased in multiple transactions ranging from $34.56 to $35.06, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Class A Common Stock purchased at each separate price in the ranges set forth in this footnote. Read SEC document |
| May 21, 2026 Filed May 21, 2026 21:27 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | PurchaseCommon Stock | 1,000 | $47.20 | $47,200.00 |
DisclosureSEC source: 0001976607-26-000008 · form4-05212026_090517.xml · nonDerivative · entry 3 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,977 Read SEC document |
| May 21, 2026 Filed May 21, 2026 21:27 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | PurchaseCommon Stock | 800 | $47.00 | $37,600.00 |
DisclosureSEC source: 0001976607-26-000008 · form4-05212026_090517.xml · nonDerivative · entry 2 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,977 Read SEC document |
| May 21, 2026 Filed May 21, 2026 21:27 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | PurchaseCommon Stock | 200 | $47.00 | $9,400.00 |
DisclosureSEC source: 0001976607-26-000008 · form4-05212026_090517.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,177 Read SEC document |
| May 15, 2026 Filed May 19, 2026 20:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | PurchaseClass A Common Stock | 9,500 | $10.46 | $99,370.00 |
DisclosureSEC source: 0001628280-26-036455 · wk-form4_1779221728.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,648 F1 · price: This transaction was executed in multiple trades at prices ranging from $10.44 to $10.46. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 07, 2026 Filed May 8, 2026 20:26 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversion2025 RSU Award · Derivative | 1,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001976607-26-000006 · form4-05082026_080525.xml · derivative · entry 3 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,797 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents the right to receive, after vesting and upon settlement, one share of Common Stock of the Issuer. F4 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the RSU Agreement, this award fully vested on May 7, 2026. F4 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the RSU Agreement, this award fully vested on May 7, 2026. Read SEC document |
| May 07, 2026 Filed May 8, 2026 20:26 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversionCommon Stock | 1,797 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001976607-26-000006 · form4-05082026_080525.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,977 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") settles for one share of the Issuer's Common Stock. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:26 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2026 RSU Award · Derivative | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001976607-26-000006 · form4-05082026_080525.xml · derivative · entry 2 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,334 Underlying: Common Stock · 3,334 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents the right to receive, after vesting and upon settlement, one share of Common Stock of the Issuer. F3 · derivative.exercise_date: On May 6, 2026, the Reporting Person was granted an RSU Award in the amount of 3,334 RSUs. Subject to the terms of the award agreement, this award will fully vest on the date of the Issuer's 2027 Annual Meeting of Shareholders. F3 · derivative.expiration_date: On May 6, 2026, the Reporting Person was granted an RSU Award in the amount of 3,334 RSUs. Subject to the terms of the award agreement, this award will fully vest on the date of the Issuer's 2027 Annual Meeting of Shareholders. Read SEC document |
| April 28, 2026 Filed Apr 30, 2026 22:21 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 5,757 | $0.00 | $0.00 |
DisclosureSEC source: 0001976607-26-000004 · wk-form4_1777587663.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,072 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3). F2 · balance_after: Includes 8,080 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 18:48 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 11,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023592 · wk-form4_1775242107.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,148 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on April 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| March 12, 2026 Filed Mar 13, 2026 22:10 UTC | Hagerty, Inc. HGTY · Entity 3968 | PurchaseClass A Common Stock | 4,000 | $9.50 | $38,000.00 |
DisclosureSEC source: 0001628280-26-017804 · wk-form4_1773439835.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,277 Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 21:29 UTC | Hagerty, Inc. HGTY · Entity 3968 | PurchaseClass A Common Stock | 15,000 | $10.72 | $160,800.00 |
DisclosureSEC source: 0001628280-26-014655 · wk-form4_1772659797.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,277 F1 · price: This transaction was executed in multiple trades at prices ranging from $10.45 to $10.92. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 18:59 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | PurchaseCommon Stock | 1,000 | $48.13 | $48,132.10 |
DisclosureSEC source: 0001976607-26-000002 · form4-03042026_060357.xml · nonDerivative · entry 3 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,903 Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 18:59 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | PurchaseCommon Stock | 2,000 | $48.79 | $97,582.20 |
DisclosureSEC source: 0001976607-26-000002 · form4-03042026_060357.xml · nonDerivative · entry 2 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,903 Read SEC document |
| February 27, 2026 Filed Mar 4, 2026 18:59 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | PurchaseCommon Stock | 2,000 | $46.88 | $93,750.20 |
DisclosureSEC source: 0001976607-26-000002 · form4-03042026_060357.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,903 Read SEC document |
| September 05, 2025 Filed Sep 8, 2025 20:17 UTC | Hagerty, Inc. HGTY · Entity 3968 | PurchaseClass A Common Stock | 1,000 | $11.62 | $11,620.00 |
DisclosureSEC source: 0001976607-25-000003 · wk-form4_1757362621.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,277 F1 · price: This transaction was executed in multiple trades at prices ranging from $11.57 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. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:28 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 2,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-029080 · wk-form4_1748982508.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,315 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Such grant was approved by the Board of the Issuer for purposes of Rule 16(b)(3) F2 · balance_after: Includes 2,323 Restricted Stock Units that vested immediately upon grant for which the reporting person has elected to defer settlement until their separation from service on the board of directors. Read SEC document |
| May 14, 2025 Filed May 15, 2025 00:14 UTC | Hagerty, Inc. HGTY · Entity 3968 | PurchaseClass A Common Stock | 1,000 | $9.75 | $9,750.00 |
DisclosureSEC source: 0001840776-25-000150 · wk-form4_1747268091.xml · nonDerivative · entry 2 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,277 Read SEC document |
| May 12, 2025 Filed May 13, 2025 20:35 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | PurchaseClass A Common Stock | 300 | $70.37 | $21,111.00 |
DisclosureSEC source: 0001628280-25-025117 · wk-form4_1747168501.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,992 Read SEC document |
| May 12, 2025 Filed May 15, 2025 00:14 UTC | Hagerty, Inc. HGTY · Entity 3968 | PurchaseClass A Common Stock | 2,000 | $9.44 | $18,880.00 |
DisclosureSEC source: 0001840776-25-000150 · wk-form4_1747268091.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,277 F1 · price: This transaction was executed in multiple trades at prices ranging from $9.40 to $9.49. 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. Read SEC document |
| May 09, 2025 Filed May 9, 2025 20:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversion2024 RSU Award · Derivative | 2,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-012473 · form4-05092025_040514.xml · derivative · entry 4 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,779 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer. F5 · derivative.exercise_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 RSUs. Subject to the terms of the RSU Agreement, this award fully vested on May 9, 2025. F5 · derivative.expiration_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 RSUs. Subject to the terms of the RSU Agreement, this award fully vested on May 9, 2025. Read SEC document |
| May 09, 2025 Filed May 9, 2025 20:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Exercise / conversionCommon Stock | 2,779 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-012473 · form4-05092025_040514.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,903 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") settles for one share of the Issuer's Common Stock. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:05 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2025 RSU Award · Derivative | 1,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-012473 · form4-05092025_040514.xml · derivative · entry 3 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,797 Underlying: Common Stock · 1,797 shares Expires not disclosed F3 · derivative.exercise_price: Each RSU represents the right to receive, at settlement, one share of Common Stock of the Issuer. F4 · derivative.exercise_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026. F4 · derivative.expiration_date: On May 7, 2025, the Reporting Person was granted an RSU Award in the amount of 1,797 RSUs. Subject to the terms of the award agreement, this award will fully vest on May 7, 2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 13,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000092 · wk-form4_1743715533.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,277 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on April 1, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 20:43 UTC | Hagerty, Inc. HGTY · Entity 3968 | PurchaseClass A Common Stock | 1,135 | $9.53 | $10,816.55 |
DisclosureSEC source: 0001840776-25-000045 · wk-form4_1741812192.xml · nonDerivative · entry 2 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,449 F2 · price: This transaction was executed in multiple trades at prices ranging from $9.49 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. Read SEC document |
| March 10, 2025 Filed Mar 12, 2025 20:43 UTC | Hagerty, Inc. HGTY · Entity 3968 | PurchaseClass A Common Stock | 865 | $9.68 | $8,373.20 |
DisclosureSEC source: 0001840776-25-000045 · wk-form4_1741812192.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,314 F1 · price: This transaction was executed in multiple trades at prices ranging from $9.61 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. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 20:07 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 6,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-24-000216 · wk-form4_1727986049.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,449 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on October 1, 2025, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| May 09, 2024 Filed May 13, 2024 20:54 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | Grant2024 RSU Award · Derivative | 2,779 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-013024 · form4-05132024_080555.xml · derivative · entry 4 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,779 Underlying: Common Stock · 2,779 shares Expires not disclosed F2 · derivative.exercise_price: Upon vesting, each Restricted Stock Unit ("RSU") settles for one share of the Company's Common Stock. F2 · price: Upon vesting, each Restricted Stock Unit ("RSU") settles for one share of the Company's Common Stock. F3 · derivative.exercise_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 Units. Subject to the terms of the RSU Agreement, this award will fully vest on May 9, 2025. F3 · derivative.expiration_date: On May 9, 2024, the Reporting Person was granted an RSU Award in the amount of 2,779 Units. Subject to the terms of the RSU Agreement, this award will fully vest on May 9, 2025. Read SEC document |
| April 30, 2024 Filed May 2, 2024 21:14 UTC | RYAN SPECIALTY HOLDINGS, INC. RYAN · Entity 3319 | GrantClass A Common Stock | 1,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-003728 · primarydocument.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,692 F1 · shares: The reported securities represent Restricted Stock Units that vested immediately upon grant Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 21:23 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | PurchaseCommon Stock | 400 | $36.17 | $14,467.76 |
DisclosureSEC source: 0001415889-24-006631 · form4-03052024_090353.xml · nonDerivative · entry 3 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,124 Read SEC document |
| August 10, 2023 Filed Aug 14, 2023 19:29 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | PurchaseCommon Stock | 1,000 | $25.08 | $25,084.30 |
DisclosureSEC source: 0001415889-23-012192 · form4-08142023_070836.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,026 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.05 to $25.099, inclusive. The reporting person undertakes to provide to Skyward Specialty Insurance Group, Inc., any security holder of Skyward Specialty Insurance Group, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth. Read SEC document |
| August 07, 2023 Filed Aug 9, 2023 13:33 UTC | Skyward Specialty Insurance Group, Inc. SKWD · Entity 4400 | GrantCommon Stock | 1,724 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-23-011956 · form4-08092023_010843.xml · nonDerivative · entry 1 Kuczinski Anthony J · CIK 0001976607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,026 F1 · shares: On August 7, 2023, the reporting person was granted a Restricted Stock Award in the amount of 1,724 shares. Each share is equivalent to one share of the Company's common stock. This award fully vests on August 7, 2024. F1 · price: On August 7, 2023, the reporting person was granted a Restricted Stock Award in the amount of 1,724 shares. Each share is equivalent to one share of the Company's common stock. This award fully vests on August 7, 2024. 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.