Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | Director | April 01, 2026 | April 03, 2026 |
| MARKEL GROUP INC.MKL · Entity 3229 | EVP & Chief Operating Officer | December 02, 2025 | December 03, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Hagerty, Inc.
Report date April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 22,101 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Grant · Acquired 11,871 · Balance 22,101 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
MARKEL GROUP INC.
Report date December 02, 2025 · Filed December 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,708.7382 |
Reported balance
After 2025-12-02 transaction · row 1
1 source rowRow 1 · 2025-12-02 · Tax withholding · Disposed 217.382 · Balance 4,708.7382 |
| Common StockSEC Table I · non-derivative | Indirect401(k) Plan | 161.261 |
Reported balance
Holding disclosure · report date 2025-12-02 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 161.261 F1: Between March 31, 2025 and September 30, 2025, the reporting person acquired 2.649 shares under the MKL 401(k) plan. The information reported herein is based on the plan balance as of September 30, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Between March 31, 2025 and September 30, 2025, the reporting person acquired 2.649 shares under the MKL 401(k) plan. The information reported herein is based on the plan balance as of September 30, 2025.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 18:47 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 11,871 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023581 · wk-form4_1775242040.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,101 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 |
| December 02, 2025 Filed Dec 3, 2025 21:40 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 217.382 | $2,060.83 | $447,987.35 |
DisclosureSEC source: 0001751668-25-000003 · wk-form4_1764798054.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,708.7382 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:15 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 10,230 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000192 · wk-form4_1751573714.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,230 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 July 1, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:48 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 87.7041 | $1,710.30 | $150,000.32 |
DisclosureSEC source: 0001096343-25-000072 · wk-form4_1747687714.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,926.1202 F1 · shares: Shares acquired under the non-qualified component of the MKL 2020 Employee Stock Purchase Plan. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:55 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 1,015.33 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-25-000018 · wk-form4_1740088520.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,838.4161 F1 · shares: Restricted stock units (RSUs) awarded pursuant to the MKL 2024 Equity Incentive Compensation Plan. Subject to certain conditions, 770.672 RSUs will vest on December 31, 2027, and 244.658 RSUs will vest on February 18, 2028. Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 21:44 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 32.0059 | $1,562.21 | $49,999.94 |
DisclosureSEC source: 0001096343-24-000140 · wk-form4_1734385432.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,823.0861 F1 · shares: Shares acquired under the non-qualified component of the MKL 2020 Employee Stock Purchase Plan. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:53 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 155 | $1,759.04 | $272,651.20 |
DisclosureSEC source: 0001096343-24-000139 · wk-form4_1733781194.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,791.0801 Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 35.6679 | $1,401.82 | $49,999.98 |
DisclosureSEC source: 0001096343-24-000114 · wk-form4_1726518677.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,946.0801 F1 · shares: Shares acquired under the non-qualified component of the MKL 2020 Employee Stock Purchase Plan. Read SEC document |
| June 28, 2024 Filed Jul 17, 2024 20:34 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 16.5697 | $1,282.46 | $21,249.98 |
DisclosureSEC source: 0001096343-24-000094 · wk-form4_1721248458.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · EVP & Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,910.4123 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 21:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 800 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000019 · wk-form4_1708637945.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,609.8426 F1 · shares: Restricted stock units awarded pursuant to the MKL 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2026. Read SEC document |
| February 20, 2024 Filed Feb 27, 2024 21:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 315 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-24-000031 · wk-form4_1709069593.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,924.8426 F1 · shares: Restricted stock units awarded pursuant to the MKL 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on February 20, 2027. Read SEC document |
| February 16, 2024 Filed Mar 6, 2024 21:39 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 31 | $1,461.50 | $45,306.50 |
DisclosureSEC source: 0001096343-24-000039 · wk-form4_1709761136.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,893.8426 Read SEC document |
| December 05, 2023 Filed Dec 6, 2023 21:33 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 132 | $1,401.29 | $184,970.28 |
DisclosureSEC source: 0001096343-23-000216 · wk-form4_1701898409.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,809.8426 Read SEC document |
| September 15, 2023 Filed Sep 18, 2023 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 2.9943 | $1,369.28 | $4,100.04 |
DisclosureSEC source: 0001096343-23-000194 · wk-form4_1695069104.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,941.8426 F1 · shares: Shares acquired under the non-qualified component of the MKL 2020 Employee Stock Purchase Plan. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 6.0946 | $1,345.45 | $8,199.98 |
DisclosureSEC source: 0001096343-23-000175 · wk-form4_1692304270.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,938.8483 F1 · shares: Shares acquired under the non-qualified component of the MKL 2020 Employee Stock Purchase Plan. Read SEC document |
| July 14, 2023 Filed Jul 17, 2023 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 9.3153 | $1,239.89 | $11,549.95 |
DisclosureSEC source: 0001096343-23-000167 · wk-form4_1689625879.xml · nonDerivative · entry 2 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,932.7662 F2 · shares: Shares acquired under the non-qualified component of the MKL 2020 Employee Stock Purchase Plan. Read SEC document |
| June 30, 2023 Filed Jul 17, 2023 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | OtherCommon Stock | 19.2833 | $1,101.99 | $21,250.00 |
DisclosureSEC source: 0001096343-23-000167 · wk-form4_1689625879.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,923.4509 F1 · shares: Shares acquired under the qualified component of the MKL 2020 Employee Stock Purchase Plan in a transaction exempt under Exchange Act Rule 16b-3(c). Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:21 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000097 · wk-form4_1684441287.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,904.1676 F1 · kind: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on May 16, 2026. Read SEC document |
| February 14, 2023 Filed Feb 15, 2023 21:36 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 482 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-23-000026 · wf-form4_167649694049211.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,536.1676 F1 · kind: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2025. Read SEC document |
| December 06, 2022 Filed Dec 7, 2022 21:44 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 115 | $1,315.34 | $151,264.10 |
DisclosureSEC source: 0001096343-22-000158 · wf-form4_167044943004483.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,054.1676 Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 22:53 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 342 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-22-000035 · wf-form4_164513836899731.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,169.1676 F1 · kind: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2024. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 21:51 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 73 | $1,249.50 | $91,213.50 |
DisclosureSEC source: 0001096343-21-000189 · wf-form4_163908665663909.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,827.1676 Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 22:07 UTC Amendment | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000049 · wf-form4a_161429079638892.xml · nonDerivative · entry 3 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900.1676 F4 · kind: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2022. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:08 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 299 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000015 · wf-form4_161368609813740.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,811.1676 F1 · kind: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2023. Read SEC document |
| February 16, 2021 Filed Feb 25, 2021 22:07 UTC Amendment | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000049 · wf-form4a_161429079638892.xml · nonDerivative · entry 2 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,895.1676 F3 · kind: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on February 16, 2024. Read SEC document |
| February 16, 2021 Filed Feb 25, 2021 22:07 UTC Amendment | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 291 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-21-000049 · wf-form4a_161429079638892.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,803.1676 F1 · kind: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2023. F2 · kind: This amendment corrects an error in the number of restricted stock units awarded. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 21:54 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 69 | $1,000.03 | $69,002.07 |
DisclosureSEC source: 0001096343-20-000155 · wf-form4_160763727862020.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,512.1676 Read SEC document |
| February 18, 2020 Filed Feb 20, 2020 22:52 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0001096343-20-000029 · wf-form4_158223910868534.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,581.1676 F1 · shares: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, December 31, 2022. Read SEC document |
| December 03, 2019 Filed Dec 5, 2019 21:43 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 22 | $1,107.25 | $24,359.50 |
DisclosureSEC source: 0001096343-19-000255 · wf-form4_157558216685505.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,333.1676 Read SEC document |
| February 19, 2019 Filed Feb 21, 2019 22:17 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 221 | $1,016.87 | $224,728.27 |
DisclosureSEC source: 0001096343-19-000053 · wf-form4_155078745909675.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,355.1676 F1 · shares: Restricted stock units awarded pursuant to the Markel Corporation 2016 Equity Incentive Compensation Plan that will vest, subject to certain conditions, on December 31, 2021. Read SEC document |
| December 04, 2018 Filed Dec 7, 2018 22:17 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 63 | $1,136.46 | $71,596.98 |
DisclosureSEC source: 0001096343-18-000214 · wf-form4_154422105292630.xml · nonDerivative · entry 1 Heaton Michael R · CIK 0001751668 · President, Markel Ventures 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,134.1676 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.