| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Skyward Specialty Insurance Group, Inc. | Director | Common Stock | 4.12K | $153K | $37.02 | May 9, 2024 | Direct |
| RYAN SPECIALTY HOLDINGS, INC. | Director | Class A Common Stock | 1.69K | $93.9K | $55.50 | Apr 30, 2024 | Direct |
| Hagerty, Inc. | Director | Class A Common Stock | 8.45K | $86.3K | $10.22 | Oct 1, 2024 | Direct |
| Skyward Specialty Insurance Group, Inc. | Director | Common Stock | 25 | $926 | $37.02 | May 9, 2024 | Shares controlled by Reporting Person as Custodian |
| Skyward Specialty Insurance Group, Inc. | Director | 2024 RSU Award | 2.78K | May 9, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| HGTY | Hagerty, Inc. | Oct 1, 2024 | 1 | $0 | 4 | Oct 3, 2024 | Director |
| HGTY | Hagerty, Inc. | Jul 9, 2024 | 0 | $0 | 3 | Jul 15, 2024 | Director |
| SKWD | Skyward Specialty Insurance Group, Inc. | May 9, 2024 | 1 | $0 | 4 | May 13, 2024 | Director |
| RYAN | RYAN SPECIALTY HOLDINGS, INC. | Apr 30, 2024 | 1 | $0 | 4 | May 2, 2024 | Director |
| SKWD | Skyward Specialty Insurance Group, Inc. | Mar 1, 2024 | 1 | $14.5K | 4 | Mar 5, 2024 | Director |
| RYAN | RYAN SPECIALTY HOLDINGS, INC. | Oct 30, 2023 | 0 | $0 | 3 | Nov 7, 2023 | Director |
| SKWD | Skyward Specialty Insurance Group, Inc. | Aug 10, 2023 | 1 | $25.1K | 4 | Aug 14, 2023 | Director |
| SKWD | Skyward Specialty Insurance Group, Inc. | Aug 7, 2023 | 1 | $0 | 4 | Aug 9, 2023 | Director |
| SKWD | Skyward Specialty Insurance Group, Inc. | Aug 1, 2023 | 0 | $0 | 3/A | Aug 9, 2023 | Director |
| SKWD | Skyward Specialty Insurance Group, Inc. | May 15, 2023 | 0 | $0 | 3 | May 23, 2023 | Director |