Welcome to our dedicated page for HAGERTY SEC filings (Ticker: HGTY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Hagerty, Inc. filings document the public-company record for a specialty vehicle insurance and automotive enthusiast business. Its reports include quarterly and annual results furnished on Form 8-K, Regulation FD materials, stockholder letters and disclosures about premium growth, policies in force, earned premium, profitability measures and insurance program economics.
Hagerty's filings also cover material agreements with Markel, including the completed fronting arrangement and related relationship and operating-company agreements. Proxy materials describe board composition, committee assignments, executive compensation, equity awards and shareholder voting matters, while other filings address Class A common stock registered on the New York Stock Exchange, secondary offering activity, insider and governance changes, and risk-related disclosure topics.
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney reported an open-market sale of Class A Common Stock. On July 2, 2026, he sold 3,113 shares at $12.25 per share, and held 83,972 shares directly after the transaction.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 5, 2026, indicating it was scheduled in advance rather than timed discretionarily.
Hagerty, Inc. reported that Jeffrey Edward Briglia, its President of Insurance, had 4,892 shares of Class A common stock withheld on July 1, 2026 to cover taxes due upon the vesting of restricted stock units. This tax-withholding disposition, valued at $12.06 per share, was made under an RSU agreement dated July 1, 2024. After the withholding, Briglia directly holds 157,135 shares of Hagerty Class A common stock.
Bjornstad Henrik Waersted reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Henrik Waersted Bjornstad received an equity award tied to the company’s Class A Common Stock. He was granted 10,114 shares underlying Restricted Stock Units at no cash cost, bringing his reported direct holdings to 10,114 shares.
The RSUs were granted under Hagerty’s 2021 Equity Incentive Plan and will vest on July 1, 2027, as long as he continues serving the company, with exceptions described for death or disability. This is a compensation-related award rather than an open-market stock purchase or sale.
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney reported share dispositions and tax withholding tied to equity compensation. On Class A Common Stock, 2,525 shares were withheld at about $12.06 per share to cover taxes upon vesting of restricted stock units.
He also sold a total of 10,345 shares in open-market transactions at weighted average prices around $12.01–$12.10 per share, at least one of which was executed under a pre-arranged Rule 10b5-1 trading plan. After these transactions, he directly held 89,610 Class A shares.
HGTY registers 3,113 shares of Class A for resale tied to restricted stock vesting on 04/01/2025.
Fidelity Brokerage Services LLC is listed in connection with the holding of 3,113 Class A shares. The excerpt also shows reported sales by Kevin Delaney, 905 shares on 06/30/2026 (amount $10,867.50) and 9,440 shares on 07/01/2026 (amount $114,222.69).
Kevin Delaney submitted a Form 144 notifying a proposed sale of Class A shares. The filing lists a recent disposition of 905 Class A shares on 06/30/2026 with an aggregate amount of $10,867.50. The filing also shows restricted stock vesting entries of 7,257 shares (04/01/2024) and 2,183 shares (07/01/2024). Shares outstanding are listed as 101,802,246 as of 07/01/2026.
Hagerty, Inc. held its 2026 Annual Meeting of Stockholders on June 9, 2026. Stockholders representing 344,014,725 shares of common stock were present in person or by proxy.
All nine director nominees received a majority of votes cast and were elected to one-year terms. Stockholders approved, on a non-binding advisory basis, the compensation of the company’s named executive officers. They also recommended that future advisory votes on executive compensation be held every one year. In addition, stockholders ratified the appointment of Deloitte & Touche LLP as Hagerty’s independent registered public accounting firm for the year ending December 31, 2026.
Hagerty, Inc. director Anthony J. Kuczinski bought 9,500 shares of Class A Common Stock in an open-market transaction on May 15, 2026 at a weighted average price of $10.46 per share. After this purchase, he directly owns 68,648 shares. The filing notes the trade was executed in multiple lots between $10.44 and $10.46 per share.
Hagerty, Inc. reported first-quarter 2026 revenue of $311.8 million, down from $328.3 million a year earlier, and a net loss of $12.7 million versus prior net income of $27.3 million. Earned premium, net rose to $239.6 million, but higher losses, policy acquisition costs, and underwriting expenses pushed results negative.
Commission and fee revenue fell sharply to $16.4 million as the new Markel Fronting Arrangement shifted Essentia commission economics and Hagerty Re began assuming 100% of that risk. Basic and diluted EPS for Class A stockholders were ($0.06), compared with $0.07 a year earlier.
Operating cash flow remained positive at $16.3 million. Total assets were $2.0 billion with debt of $229.1 million and cash and restricted cash of $366.7 million. A $50.5 million loss portfolio transfer with Markel-generated Essentia liabilities is being recognized as deferred gain over future claim payments.