Hagerty director files initial Form 3

Hagerty, Inc. director Bjornstad Henrik Waersted filed an initial ownership report on Form 3 for the company’s common stock.

Rhea-AI Filing Summary

Hagerty, Inc. director Bjornstad Henrik Waersted filed an initial ownership report on Form 3 for the company’s common stock. The filing is an administrative disclosure of his status as a director and does not report any buy, sell, or other share transactions.

Key Terms

Form 3, director, ten percent owner

3 terms

Form 3 regulatory

"filed an initial ownership report on Form 3 for the company’s common stock"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

director financial

"Bjornstad Henrik Waersted is a director of Hagerty, Inc."

ten percent owner financial

"He is not reported as an officer or a ten percent owner"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Hagerty, Inc. (HGTY) Form 3 filing report for Bjornstad Henrik Waersted?

The Form 3 filing reports that Bjornstad Henrik Waersted is a director of Hagerty, Inc. It serves as his initial statement of beneficial ownership status, without disclosing any specific stock transactions in this filing.

Does the Hagerty, Inc. (HGTY) Form 3 show any stock purchases or sales?

No, the Form 3 for Hagerty, Inc. does not show any stock purchases or sales. The transaction summary lists zero buy, sell, acquire, dispose, and exercise events, indicating no reported trading activity in this filing.

What role does Bjornstad Henrik Waersted have at Hagerty, Inc. (HGTY) in this Form 3?

In this Form 3, Bjornstad Henrik Waersted is identified as a director of Hagerty, Inc. He is not reported as an officer or a ten percent owner, making this primarily a governance and disclosure item rather than a trading update.

Why is Hagerty, Inc. (HGTY) filing a Form 3 for Bjornstad Henrik Waersted?

Hagerty, Inc. filed a Form 3 to document Bjornstad Henrik Waersted’s status as a reporting person. Form 3 is required when someone becomes an insider, such as a director, and establishes their baseline ownership reporting with the SEC.

Does the Hagerty, Inc. (HGTY) Form 3 indicate any derivative securities for the director?

No, the Form 3 derivative summary is empty for this director. It shows zero derivative transactions and no remaining derivative positions, indicating no options, warrants, or other derivative securities are reported in this filing excerpt.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/20/2026 - 04:18 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Bjornstad Henrik Waersted

(Last) (First) (Middle)

121 DRIVERS EDGE

(Street)

TRAVERSE CITY MICHIGAN 49684

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
04/14/2026

3. Issuer Name and Ticker or Trading Symbol
Hagerty, Inc. [ HGTY ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Exhibit 24 - Power of Attorney

No securities are beneficially owned.

	/s/ Tracey Derenzy, Power of Attorney	04/20/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)