Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | Director | April 01, 2025 | April 03, 2025 |
| MARKEL GROUP INC.MKL · Entity 3229 | Vice Chairman | December 05, 2017 | December 07, 2017 |
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, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 42,302 |
Reported balance
After 2025-04-01 transaction · row 1
1 source rowRow 1 · 2025-04-01 · Grant · Acquired 13,828 · Balance 42,302 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, 2026, 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, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability.
MARKEL GROUP INC.
Report date December 05, 2017 · Filed December 07, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,816 |
Ending reported balance
After 2017-12-05 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-12-05 · Tax withholding · Disposed 534 · Balance 6,422 Row 2 · 2017-12-05 · Tax withholding · Disposed 606 · Balance 5,816 |
| Common StockSEC Table I · non-derivative | Indirect401(K) Plan | 113.165 |
Reported balance
Holding disclosure · report date 2017-12-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 113.165 F1: Holdings under the Markel Corporation 401(K) Plan are reported in units. The information reported herein is based on a plan statement dated as of September 30, 2017 and utilizes the most recent closing stock price on that date of $1,067.98 per share. As of September 30, 2017, a unit under the Plan represented one share of Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Holdings under the Markel Corporation 401(K) Plan are reported in units. The information reported herein is based on a plan statement dated as of September 30, 2017 and utilizes the most recent closing stock price on that date of $1,067.98 per share. As of September 30, 2017, a unit under the Plan represented one share of Common Stock.
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, 2025 Filed Apr 3, 2025 17:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 13,828 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000098 · wk-form4_1743715605.xml · nonDerivative · entry 1 Crowley F. Michael · CIK 0001304761 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,302 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 |
| April 01, 2024 Filed Apr 3, 2024 16:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 9,836 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-24-000052 · wk-form4_1712176001.xml · nonDerivative · entry 1 Crowley F. Michael · CIK 0001304761 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,474 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, 2025, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 17:13 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 10,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-23-000052 · wf-form4_168072922077296.xml · nonDerivative · entry 1 Crowley F. Michael · CIK 0001304761 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,638 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, 2024, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:31 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 8,341 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000053 · wf-form4_164919063290275.xml · nonDerivative · entry 1 Crowley F. Michael · CIK 0001304761 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,341 F1 · shares: Respresents 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, 2023, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 606 | $1,112.05 | $673,902.30 |
DisclosureSEC source: 0001096343-17-000183 · wf-form4_151268262770368.xml · nonDerivative · entry 2 Crowley F. Michael · CIK 0001304761 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,816 Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:37 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 534 | $1,101.82 | $588,371.88 |
DisclosureSEC source: 0001096343-17-000183 · wf-form4_151268262770368.xml · nonDerivative · entry 1 Crowley F. Michael · CIK 0001304761 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,422 Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 20:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 302 | $1,047.20 | $316,254.40 |
DisclosureSEC source: 0001096343-17-000127 · wf-form4_150291548895488.xml · nonDerivative · entry 1 Crowley F. Michael · CIK 0001304761 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,956 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | GrantCommon Stock | 734 | $981.23 | $720,222.82 |
DisclosureSEC source: 0001096343-17-000038 · wf-form4_148788547940907.xml · nonDerivative · entry 1 Crowley F. Michael · CIK 0001304761 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,258 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, 2019. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:43 UTC | MARKEL GROUP INC. MKL · Entity 3229 | SaleCommon Stock | 1,049 | $946.84 | $993,235.16 |
DisclosureSEC source: 0001096343-17-000022 · wf-form4_148719499134306.xml · nonDerivative · entry 1 Crowley F. Michael · CIK 0001304761 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,524 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $946.40 to $947.34, inclusive. The reporting person undertakes to provide to any security holder of Markel Corporation or to 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 in this footnote. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 21:31 UTC | MARKEL GROUP INC. MKL · Entity 3229 | Tax withholdingCommon Stock | 804 | $879.65 | $707,238.60 |
DisclosureSEC source: 0001096343-16-000338 · wf-form4_148123265613499.xml · nonDerivative · entry 1 Crowley F. Michael · CIK 0001304761 · Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,573 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.