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Hagerty (NYSE:HGTY) filed a Form 4 reporting routine insider activity by director Robert I. Kauffman.
- Between 06/25-06/27/2025, Kauffman, via Aldel LLC, sold 39,669 Class A shares at a weighted average price near $10.10.
- Sales were executed under a Rule 10b5-1 plan adopted 08/09/2024, signaling advance scheduling rather than opportunistic trading.
- Following the transactions, Kauffman retains 3,698,835 shares indirectly (Aldel LLC) and 67,302 shares directly.
The divestiture equals roughly 1 % of his total stake and $0.4 million in proceeds—levels considered non-material for Hagerty’s capitalization.
Director Robert I. Kauffman of Hagerty filed a Form 144 notice for the proposed sale of 7,432 shares of common stock with an aggregate market value of $75,212 through Merrill Lynch on the NYSE. The planned sale date is June 27, 2025.
The securities were originally acquired on December 2, 2021, as part of a PIPE financing connected to Hagerty's business combination. Kauffman's initial acquisition was 3.5 million shares.
Over the past three months (March-June 2025), Kauffman has conducted extensive trading activity through Aldel LLC, selling approximately 432,000 shares in multiple transactions, generating total proceeds of about $4.2 million. The trading has followed a 10b5-1 plan adopted on August 9, 2024.
The filing indicates Kauffman has no knowledge of material adverse information about Hagerty that hasn't been publicly disclosed. The company currently has 90,032,391 shares outstanding.
Form 144 Notice of Proposed Sale filed by Robert I. Kauffman, Director of Hagerty, indicating planned sale of 19,627 shares of common stock with an aggregate market value of $199,018 through Merrill Lynch on NYSE. The sale is scheduled for June 26, 2025.
Key transaction details:
- Original acquisition: 3.5 million shares acquired on December 2, 2021 through PIPE financing during business combination
- Extensive recent trading activity: Seller executed 47 separate sales transactions between March-June 2025, totaling approximately 425,000 shares with gross proceeds over $4 million
- Trading under 10b5-1 plan adopted on August 9, 2024
The filing confirms the seller has no knowledge of undisclosed material adverse information regarding Hagerty's operations. With 90 million shares outstanding, this proposed sale represents approximately 0.02% of total shares.
Form 144 filing reveals significant insider selling activity at Hagerty by Robert I. Kauffman and Aldel LLC. The filing indicates a proposed sale of 12,610 shares with an aggregate market value of $126,730, to be executed through Merrill Lynch on the NYSE around June 25, 2025.
Key details of the transaction:
- Original acquisition of 3.5 million shares occurred on December 2, 2021, through PIPE financing during business combination
- Extensive recent selling activity over past 3 months totaling approximately 400,000 shares between March-June 2025
- Largest single-day sales include 33,765 shares ($326,508) on May 7 and 31,110 shares ($315,455) on June 24
The company has 90,032,391 shares outstanding. This consistent selling pattern by a significant holder may indicate a systematic liquidation strategy, though represents a relatively small percentage of total shares outstanding.
Form 144 Notice of Proposed Sale filed by Robert I. Kauffman/Aldel LLC regarding Hagerty (NYSE: HGTY) common stock. The filing indicates a proposed sale of 31,110 shares with an aggregate market value of $315,455, to be executed through Merrill Lynch around June 24, 2025.
Key transaction details:
- Original acquisition: 3.5 million shares acquired on December 2, 2021 through PIPE financing during business combination
- Recent trading activity: Seller has been actively selling shares over past 3 months, with total sales of approximately 400,000 shares between March-June 2025
- Current outstanding shares: 90,032,391
This Form 144 represents continued liquidation of position by early investor. The systematic selling pattern over the past three months shows regular market transactions ranging from approximately 1,000 to 33,000 shares per day, with total proceeds exceeding $3.8 million during this period.
Director Robert I. Kauffman of Hagerty reported multiple sales of Class A Common Stock through his controlled entity Aldel LLC, executed under a pre-established Rule 10b5-1 trading plan from June 20-24, 2025:
- June 20: Sold 7,747 shares at average price of $9.82
- June 23: Sold 11,710 shares at average price of $10.02
- June 24: Sold 31,110 shares at average price of $10.14
Following these transactions, Kauffman maintains 3,738,504 shares indirectly through Aldel LLC, where he serves as manager with voting and investment control, and 67,302 shares directly. The sales were executed pursuant to a Rule 10b5-1 trading plan adopted on August 9, 2024, demonstrating pre-planned, compliant insider trading activity.
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