Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | Pres. of Hagerty Media & Entmt | October 01, 2024 | October 03, 2024 |
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 October 01, 2024 · Filed October 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 187,954 |
Reported balance
After 2024-10-01 transaction · row 1
1 source rowRow 1 · 2024-10-01 · Grant · Acquired 2,537 · Balance 187,954 F1: Shares acquired pursuant to the Hagerty, Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of April 1, 2024 through October 1, 2024. F2: In accordance with the ESPP, the per share price paid for these shares was an amount equal to 95% of the closing price of the Issuer's stock on October 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired pursuant to the Hagerty, Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of April 1, 2024 through October 1, 2024.
F2: In accordance with the ESPP, the per share price paid for these shares was an amount equal to 95% of the closing price of the Issuer's stock on October 1, 2024.
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 |
|---|---|---|---|---|---|---|
| October 01, 2024 Filed Oct 3, 2024 16:12 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 2,537 | $10.37 | $26,308.69 |
DisclosureSEC source: 0001840776-24-000221 · wk-form4_1727986345.xml · nonDerivative · entry 1 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 187,954 F1 · shares: Shares acquired pursuant to the Hagerty, Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of April 1, 2024 through October 1, 2024. F2 · price: In accordance with the ESPP, the per share price paid for these shares was an amount equal to 95% of the closing price of the Issuer's stock on October 1, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 16:33 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 44,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-24-000061 · wk-form4_1712176410.xml · nonDerivative · entry 1 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,037 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer. Read SEC document |
| April 01, 2024 Filed Jul 10, 2024 16:07 UTC Amendment | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 24,620 | $9.13 | $224,780.60 |
DisclosureSEC source: 0001628280-24-031577 · wk-form4a_1720642048.xml · nonDerivative · entry 2 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,417 F2 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of RSUs pursuant to various RSU award agreements. F3 · shares: On April 3, 2024, the Reporting Person filed a Form 4 reporting the grant of RSUs on April 1, 2024. This Form 4/A amends that prior Form 4 to reflect that, pursuant to the RSU award agreements governing the RSU grants made to the Reporting Person, the Issuer withheld for taxes the number of shares of Class A Common Stock indicated in this Form 4/A upon the vesting of RSUs on April 1, 2024. Read SEC document |
| April 01, 2024 Filed Jul 10, 2024 16:07 UTC Amendment | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 44,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031577 · wk-form4a_1720642048.xml · nonDerivative · entry 1 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 210,037 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer. Read SEC document |
| October 03, 2023 Filed Oct 4, 2023 16:06 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 2,101 | $7.73 | $16,240.73 |
DisclosureSEC source: 0001840776-23-000153 · wk-form4_1696450003.xml · nonDerivative · entry 1 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,639 F1 · shares: Shares acquired pursuant to the Hagerty, Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of April 2023 through October 2023. F2 · price: In accordance with the ESPP, these shares were purchased based on 95% of the closing price of the Issuer's stock on October 2, 2023. Read SEC document |
| April 10, 2023 Filed Apr 10, 2023 17:17 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 61 | $8.43 | $514.23 |
DisclosureSEC source: 0001840776-23-000082 · wf-form4_168116142788226.xml · nonDerivative · entry 2 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,538 F1 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to various RSU award agreements with a grant date of April 1, 2022. Read SEC document |
| April 06, 2023 Filed Apr 10, 2023 17:17 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 2,427 | $8.40 | $20,386.80 |
DisclosureSEC source: 0001840776-23-000082 · wf-form4_168116142788226.xml · nonDerivative · entry 1 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,599 F1 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to various RSU award agreements with a grant date of April 1, 2022. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 16:55 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 2,645 | $7.68 | $20,313.60 |
DisclosureSEC source: 0001840776-23-000072 · wf-form4_168081453386089.xml · nonDerivative · entry 3 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,026 F2 · shares: Shares acquired pursuant to the Hagerty, Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of October 2022 through April 2022. F3 · price: In accordance with the ESPP, these shares were purchased based on 90% of the closing price of the Issuer's stock on April 3, 2023. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 16:55 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 2,717 | $8.32 | $22,605.44 |
DisclosureSEC source: 0001840776-23-000072 · wf-form4_168081453386089.xml · nonDerivative · entry 2 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,381 F1 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to various RSU award agreements with a grant date of April 1, 2022. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 16:55 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 2,351 | $8.45 | $19,865.95 |
DisclosureSEC source: 0001840776-23-000072 · wf-form4_168081453386089.xml · nonDerivative · entry 1 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,098 F1 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to various RSU award agreements with a grant date of April 1, 2022. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 16:52 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 92,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-23-000039 · wf-form4_168072792923654.xml · nonDerivative · entry 1 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 168,449 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 16:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000049 · wf-form4_164919040222445.xml · nonDerivative · entry 2 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,486 F2 · shares: Respresents shares of Class A Common Stock underlying RSUs acquired by the Reporting Person under the 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 16:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 75,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000049 · wf-form4_164919040222445.xml · nonDerivative · entry 1 Rehrig Paul · CIK 0001897806 · Pres. of Hagerty Media & Entmt 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,301 F1 · shares: Respresents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2025, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement. 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.