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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
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   –       •      –    2024-04-01 4 A $0.00 $0 D/D 9,836 53,474 0 -
HGTY Hagerty, Inc Chief Executive Officer   •       •       •   2021-04-12 4 B $10.00 $5,150,000 I/I 515,000 515,000 2.64 -
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 -
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   –       –       •   2010-05-17 4 S $18.36 $19,699,050 D/D (1,072,933) 1,655,520 0 -
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 -
BKD Brookdale Senior Living I... 10% Owner   –       –       •   2009-11-12 3 IO $0.00 $0 D/D 0 2,738,453 -
HGTY Hagerty, Inc Director   –       •      –    2024-05-14 4 AS $9.02 $5,385 I/I (597) 3,397,555 0 -
HGTY Hagerty, Inc Director   –       •      –    2024-05-13 4 AS $9.03 $18,132 I/I (2,008) 3,398,152 0 -
HGTY Hagerty, Inc Director   –       •      –    2024-05-10 4 AS $9.04 $46,872 I/I (5,185) 3,400,160 0 -
HGTY Hagerty, Inc Director   –       •      –    2024-05-09 4 AS $9.29 $26,885 I/I (2,894) 3,405,345 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-05-08 4 AS $9.25 $28,703 I/I (3,103) 3,408,239 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-05-07 4 AS $9.24 $40,046 I/I (4,334) 3,411,342 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-05-06 4 AS $9.04 $29,751 I/I (3,291) 3,415,676 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-04-25 4 AS $9.00 $4,140 I/I (460) 3,418,967 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-04-24 4 AS $9.01 $14,497 I/I (1,609) 3,419,427 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-04-23 4 AS $9.07 $27,537 I/I (3,036) 3,421,036 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-04-15 4 AS $9.02 $31,254 I/I (3,465) 3,424,072 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-04-09 4 AS $9.01 $16,173 I/I (1,795) 3,427,537 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-04-08 4 AS $9.04 $27,102 I/I (2,998) 3,429,332 0 %
HGTY Hagerty, Inc Director   –       •      –    2024-04-04 4 AS $9.01 $3,802 I/I (422) 3,432,330 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