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| Keyboard |
| Aldel Financial Inc | |
|---|---|
| Ticker | HGTY |
| CIK # | 0001840776 |
| CUSIP | 405166109 |
| Sector | Real Estate & Construction - Blank Checks |
| Address | 105 S Maple Street, Itasca, IL 60143 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Hagerty Inc | 2023-07-05 | 80.0 M | Exemption: 506(b) · Duration: One year or less · Revenue: Over $100,000,000 |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001840776] | 10-K | |
| [0001840776] | 10-Q | |
| [0001840776] | 3 | |
| [0001840776] | 4 | |
| [0001840776] | 5 | |
| [0001840776] | 8-K | |
| [0001840776] | D | |
| [0001840776] | SC 13D | |
| [0001840776] | SC 13G |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed | % Owned |
|---|---|---|---|
| T Rowe Price Investment Management Inc | Hagerty Inc | [2025-11-14] | 0.0 |
| Neuberger Berman Group LLC | Hagerty Inc | [2025-02-04] | 0.0 |
| Polar Capital Holdings PLC | Hagerty Inc | [2024-11-13] | 5.57 |
| Wasatch Advisors Inc | Hagerty Inc | [2022-06-06] | 10.5 |
| Walton S Robson | Hagerty Inc | [2022-02-10] | 3.23 |
| Hagerty Holding Corp | Hagerty Inc | [2021-12-15] | 52.8 |
| State Farm Mutual Automobile Insurance Co | Hagerty Inc | [2021-12-10] | 64.6 |
| Markel Corp | Hagerty Inc | [2021-12-10] | 49.8 |
| Kauffman Robert I | Aldel Financial Inc | [2021-05-17] | 18.2 |
| Walton S Robson | Aldel Financial Inc | [2021-04-19] | 8.3 |
| Basso Capital Management LP | Aldel Financial Inc | [2021-04-14] | 5.19 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Kuczinski Anthony J
Class A Common Stock
|
2026-03-12 | Buy | 4,000 | $9.50 | 38,000 |
|
Kuczinski Anthony J
Class A Common Stock
|
2026-03-03 | Buy | 15,000 | $10.72 | 160,800 |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-26 | Conversion | 50,000 | $0.00 | |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-26 | Sell | 50,000 | $12.41 | 620,500 |
|
Ahn Kenneth
The Hagerty Group, LLC Units · derivative
|
2026-01-26 | Conversion | 50,000 | $0.00 | |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-20 | Conversion | 50,000 | $0.00 | |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-20 | Sell | 50,000 | $12.55 | 627,500 |
|
Ahn Kenneth
The Hagerty Group, LLC Units · derivative
|
2026-01-20 | Conversion | 50,000 | $0.00 | |
|
Ahn Kenneth
The Hagerty Group, LLC Units · derivative
|
2026-01-12 | Conversion | 50,000 | $0.00 | |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-12 | Sell | 50,000 | $12.86 | 643,000 |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-12 | Conversion | 50,000 | $0.00 | |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-09 | Sell | 1,350 | $13.25 | 17,888 |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-09 | Conversion | 1,350 | $0.00 | |
|
Ahn Kenneth
The Hagerty Group, LLC Units · derivative
|
2026-01-09 | Conversion | 1,350 | $0.00 | |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-07 | Conversion | 24,247 | $0.00 | |
|
Ahn Kenneth
The Hagerty Group, LLC Units · derivative
|
2026-01-07 | Conversion | 24,247 | $0.00 | |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-07 | Sell | 24,247 | $13.08 | 317,151 |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-06 | Conversion | 10,883 | $0.00 | |
|
Ahn Kenneth
Class A Common Stock
|
2026-01-06 | Sell | 10,883 | $12.85 | 139,847 |
|
Ahn Kenneth
The Hagerty Group, LLC Units · derivative
|
2026-01-06 | Conversion | 10,883 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 117 | 85,121,117 |
| 2025-12-31 | 116 | 84,761,014 |
| 2025-09-30 | 100 | 84,580,053 |
| 2025-06-30 | 91 | 76,195,217 |
| 2025-03-31 | 90 | 75,901,917 |
| 2024-12-31 | 92 | 75,249,336 |
| 2024-09-30 | 80 | 73,943,437 |
| 2024-06-30 | 75 | 71,107,091 |
| 2024-03-31 | 77 | 70,011,900 |
| 2023-12-31 | 75 | 69,415,488 |
| 2023-09-30 | 75 | 68,677,676 |
| 2023-06-30 | 68 | 68,863,623 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Lincoln Capital LLC | [2026-06-30] | SOLE | 0 | 973,651 |
| Confluence Investment Management LLC | [2026-06-30] | SOLE | 129,750 | 129,750 |
| E Ohman J or Asset Management AB | [2026-06-30] | SOLE | 46,106 | 46,106 |
| Sequoia Financial Advisors LLC | [2026-06-30] | SOLE | 0 | 14,247 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 3,055 | 3,055 |
| Confluence Investment Management LLC | [2026-06-30] | DFND | 2,305 | 2,305 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 507 |
| Gamma Investing LLC | [2026-06-30] | DFND | 31 | 31 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 24 | 24 |
| JFS Wealth Advisors LLC | [2026-06-30] | SOLE | 0 | 9 |
| LRI Investments LLC | [2026-06-30] | SOLE | 3 | 3 | Prev | Page 1 | Next |