Michael R. Heaton

CIK: 0001751668

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)3 (37.5%)

Compensation grants

Other (G, F, J, C, D, …)5 (62.5%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (2)

HGTY

Hagerty, Inc.

Director

MKL

MARKEL GROUP INC.

Officer

Discretionary Trading P&L

Holdings

Transaction History (8 total)

HGTY
Hagerty, Inc.
Apr 1, 2026
Award(A)
Direct
11.9K shares-
MKL
MARKEL GROUP INC.
Dec 2, 2025
Tax Payment(F)
Direct
217 shares at avg. $2060.83$448K
HGTY
Hagerty, Inc.
Jul 1, 2025
Award(A)
Direct
10.2K shares-
MKL
MARKEL GROUP INC.
May 15, 2025
Other(J)
Direct
88 shares at avg. $1710.30$150K
MKL
MARKEL GROUP INC.
Feb 18, 2025
Award(A)
Direct
1K shares-
MKL
MARKEL GROUP INC.
Dec 13, 2024
Other(J)
Direct
32 shares at avg. $1562.21$50K
MKL
MARKEL GROUP INC.
Dec 5, 2024
Tax Payment(F)
Direct
155 shares at avg. $1759.04$273K
MKL
MARKEL GROUP INC.
Sep 13, 2024
Other(J)
Direct
36 shares at avg. $1401.82$50K

		Type	Shares	Price		Ownership
Apr 1, 2026	HGTY Hagerty, Inc.	Award(A)	11,871	-	$0	Direct
Dec 2, 2025	MKL MARKEL GROUP INC.	Tax Payment(F)	217	$2060.83	$447,987	Direct
Jul 1, 2025	HGTY Hagerty, Inc.	Award(A)	10,230	-	-	Direct
May 15, 2025	MKL MARKEL GROUP INC.	Other(J)	88	$1710.30	$150,000	Direct
Feb 18, 2025	MKL MARKEL GROUP INC.	Award(A)	1,015	-	-	Direct
Dec 13, 2024	MKL MARKEL GROUP INC.	Other(J)	32	$1562.21	$50,000	Direct
Dec 5, 2024	MKL MARKEL GROUP INC.	Tax Payment(F)	155	$1759.04	$272,651	Direct
Sep 13, 2024	MKL MARKEL GROUP INC.	Other(J)	36	$1401.82	$50,000	Direct

1-8 of 8 transactions

About Heaton Michael R

Heaton Michael R (SEC CIK 0001751668) files insider reports with the SEC as Director of Hagerty, Inc. (HGTY) and EVP & Chief Operating Officer of MARKEL GROUP INC. (MKL).

Signal8 holds 9 ownership filings by Heaton Michael R (1 Form 3, 8 Form 4), filed between Sep 16, 2024 and Apr 3, 2026. Those filings report 8 transactions, from Sep 13, 2024 to Apr 1, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Heaton Michael R's filings is in TRAVERSE CITY, MI.

Recent filings by Heaton Michael R

Apr 1, 2026: Grant or award of HGTY shares (Form 4, code A).
Dec 2, 2025: Tax withholding of MKL shares (Form 4, code F).
Jul 1, 2025: Grant or award of HGTY shares (Form 4, code A).
May 15, 2025: Other transaction of MKL shares (Form 4, code J).
Feb 18, 2025: Grant or award of MKL shares (Form 4, code A).

Other insiders filing for Hagerty, Inc. (HGTY)

Chafey Diana, Chief Legal Officer
McClymont Patrick, Chief Financial Officer
DELANEY KEVIN M, Chief Accounting Officer
KAUFFMAN ROBERT I, Director
MARKEL GROUP INC., 10% Owner
Hagerty Holding Corp., 10% Owner

How to read Form 4 transaction codes