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Insider Information:   Kauffman Robert I
Relationship:   Director
City:   New York
State:   NY
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   714,306    

Indirect Shares

  3,397,555      
Direct Value   $5,130,354    

Indirect Value

  $29,117,046      
Total Shares   4,111,861      
Total Value   $34,247,401      


Brookdale Senior Living Inc.
 $4,672,082 Hagerty, Inc
 $458,272 Brookdale Senior Living Inc.
 $4,672,082 Hagerty, Inc
 $458,272
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Brookdale Senior Living Inc. BKD 10% Owner 2010-11-08 660,832 0    Premium*  
            Hagerty, Inc HGTY Director 2024-04-01 53,474 2024-05-14 3,397,555    Premium*  
* Premium Members only  

Records found :    39         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 2
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
BKD Brookdale Senior Living I... 10% Owner   –       –       •   2009-11-12 3 IO $0.00 $0 D/D 0 2,738,453 -
BKD Brookdale Senior Living I... 10% Owner   –       –       •   2010-05-17 4 S $18.36 $19,699,050 D/D (1,072,933) 1,655,520 0 -
BKD Brookdale Senior Living I... 10% Owner   –       –       •   2010-08-11 4 GD $0.00 $0 D/D 25,000 1,640,520 0 -
BKD Brookdale Senior Living I... 10% Owner   –       –       •   2010-11-08 4 S $18.76 $18,378,947 D/D (979,688) 660,832 0 -
HGTY Hagerty, Inc Chief Executive Officer   •       •       •   2021-04-09 4/A B $0.00 $0 I/I 1,500,000 1,500,000 2.56 -
HGTY Hagerty, Inc Chief Executive Officer   •       •       •   2021-04-12 4 B $10.00 $5,150,000 I/I 515,000 515,000 2.64 -
HGTY Hagerty, Inc Director   –       •      –    2021-12-02 4 A $0.00 $0 I/I 2,000,000 2,000,000 0 -
HGTY Hagerty, Inc Director   –       •      –    2021-12-02 4 OE $0.00 $0 D/D 2,225,000 2,225,000 0 -
HGTY Hagerty, Inc Director   –       •      –    2022-04-01 4 A $0.00 $0 D/D 8,341 33,341 0 -
HGTY Hagerty, Inc Director   –       •      –    2023-04-01 4 A $0.00 $0 D/D 10,297 43,638 0 -
HGTY Hagerty, Inc Director   –       •      –    2024-03-07 4 AS $9.00 $141,750 I/I (15,750) 3,484,250 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-03-08 4 AS $9.00 $105,399 I/I (11,711) 3,472,539 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-03-11 4 AS $9.00 $74,016 I/I (8,224) 3,464,315 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-03-12 4 AS $9.00 $22,761 I/I (2,529) 3,461,786 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-03-13 4 AS $9.00 $51,561 I/I (5,729) 3,456,057 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-03-14 4 AS $9.00 $14,553 I/I (1,617) 3,454,440 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-03-21 4 AS $9.00 $2,250 I/I (250) 3,454,190 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-03-25 4 AS $9.00 $2,862 I/I (318) 3,453,872 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-03-26 4 AS $9.03 $35,804 I/I (3,965) 3,449,907 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-03-27 4 AS $9.08 $25,860 I/I (2,848) 3,447,059 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-03-28 4 AS $9.21 $60,427 I/I (6,561) 3,440,498 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-04-01 4 A $0.00 $0 D/D 9,836 53,474 0 -
HGTY Hagerty, Inc Director   –       •      –    2024-04-01 4 AS $9.10 $27,919 I/I (3,068) 3,437,430 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-04-02 4 AS $9.01 $32,841 I/I (3,645) 3,433,785 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-04-03 4 AS $9.00 $9,297 I/I (1,033) 3,432,752 0 %

  39  Records found
  1  2      
  Page 1 of 2  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed