[144] Hagerty, Inc. SEC Filing

Q: What does Hagerty (HGTY)âs latest Form 144 disclose?

It indicates a proposed sale of 9,495 common shares with an aggregate market value $106,154 , to be sold on the NYSE via Merrill Lynch on 10/22/2025 .

Q: How many Hagerty (HGTY) shares are outstanding per the notice?

The filing lists 90,942,223 shares outstanding .

Q: Who is the broker and exchange for the proposed HGTY sale?

The broker is Merrill Lynch , and the shares are to be sold on the NYSE .

Q: What prior acquisitions of HGTY shares does the filing reference?

It notes 3,500,000 common shares acquired on 12/02/2021 connected to PIPE financing announced with the business combination.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

144

Rhea-AI Filing Summary

Hagerty, Inc. (HGTY) received a Form 144 notice indicating a proposed sale of 9,495 common shares through Merrill Lynch on the NYSE with an aggregate market value $106,154 and an approximate sale date 10/22/2025.

The filing identifies prior ownership tied to the December 2021 business combination, noting 3,500,000 common shares acquired on 12/02/2021 as part of PIPE financing. The notice also lists recent sales over the past three months, including 110,600 shares sold on 07/24/2025 for $1,156,876. Shares outstanding were 90,942,223; this is a baseline figure, not the amount being sold.

10/22/2025 - 04:19 PM

144: Filer Information

Filer CIK

Filer CCC

Is this a LIVE or TEST Filing?

LIVE TEST

Submission Contact Information

Name

Phone

E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold

Name and Address of the Broker

Number of Shares or Other Units To Be Sold

Aggregate Market Value

Number of Shares or Other Units Outstanding

Approximate Date of Sale

Name the Securities Exchange

Common

Merrill Lynch
225 Liberty St, 39th Floor
New York NY 10281

9495

106154

90942223

10/22/2025

NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class

Date you Acquired

Nature of Acquisition Transaction

Name of Person from Whom Acquired

Is this a Gift?

Date Donor Acquired

Amount of Securities Acquired

Date of Payment

Nature of Payment *

Common

12/02/2021

Per the 8-K filed in December 2021 announcing the business combination with Hagerty, Aldel LLC acquired the stock as a part of the connected PIPE financing

Hagerty Inc.

3500000

12/02/2021

Stock

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller

Title of Securities Sold

Date of Sale

Amount of Securities Sold

Gross Proceeds