Hagerty CAO sells 3,113 shares under trading plan

Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney reported an open-market sale of Class A Common Stock.

Rhea-AI Filing Summary

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.

Insider Trade Summary 10b5-1

Net Seller: 3,113 shares

Net Sell 1 txn

Insider DELANEY KEVIN M

Role Chief Accounting Officer

Sold 3,113 shs ($38K)

Type	Security	Shares	Price	Value
Sale	Class A Common Stock	3,113	$12.25	$38K

Holdings After Transaction: Class A Common Stock — 83,972 shares (Direct)

Footnotes (1)

1. F1. The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 5, 2026.

Key Figures

Shares sold: 3,113 shares Sale price: $12.25 per share Shares held after transaction: 83,972 shares +1 more

4 metrics

Shares sold 3,113 shares Open-market sale on July 2, 2026

Sale price $12.25 per share Price for Class A Common Stock sold

Shares held after transaction 83,972 shares Direct ownership after sale

10b5-1 plan adoption date March 5, 2026 Date trading plan was adopted

Key Terms

Class A Common Stock, open-market sale, Rule 10b5-1 trading plan

3 terms

Class A Common Stock financial

"The reported transaction involved Hagerty, Inc. Class A Common Stock."

Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.

open-market sale financial

"The transaction is coded as an open-market sale at $12.25 per share."

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

Rule 10b5-1 trading plan regulatory

"The reported sale was effected pursuant to a Rule 10b5-1 trading plan."

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

FAQ

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

What insider transaction did Hagerty (HGTY) disclose in this Form 4?

Hagerty (HGTY) disclosed that Chief Accounting Officer Kevin M. Delaney sold 3,113 shares of Class A Common Stock in an open-market transaction at $12.25 per share, leaving him with 83,972 shares held directly after the trade.

Who at Hagerty (HGTY) sold shares and what is their role?

The seller was Kevin M. Delaney, Chief Accounting Officer of Hagerty (HGTY). He executed an open-market sale of 3,113 Class A Common Stock shares and reported direct ownership of 83,972 shares after the transaction, reflecting a relatively small portion of his holdings.

At what price were the Hagerty (HGTY) shares sold in this insider trade?

The reported Hagerty (HGTY) insider sale was executed at $12.25 per share. Chief Accounting Officer Kevin M. Delaney sold 3,113 shares of Class A Common Stock at this price in an open-market transaction on July 2, 2026, as disclosed in the Form 4 filing.

How many Hagerty (HGTY) shares does the insider hold after the reported sale?

After the reported sale, Chief Accounting Officer Kevin M. Delaney holds 83,972 Hagerty (HGTY) Class A Common Stock shares directly. This figure comes from the post-transaction ownership line in the Form 4 and shows he retains a substantial remaining equity position in the company.

Was the Hagerty (HGTY) insider sale made under a Rule 10b5-1 trading plan?

Yes. The Form 4 footnote states the sale was effected under a Rule 10b5-1 trading plan adopted on March 5, 2026. Such plans pre-schedule trades, indicating this transaction was arranged in advance rather than initiated opportunistically based on short-term market conditions.

What type of security was involved in the Hagerty (HGTY) insider transaction?

The transaction involved Hagerty (HGTY) Class A Common Stock. Chief Accounting Officer Kevin M. Delaney sold 3,113 shares in an open-market sale at $12.25 per share and reported owning 83,972 Class A shares directly following the transaction, according to the Form 4 details.

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

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Accepted by SEC EDGAR 07/06/2026 - 04:17 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

X

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

DELANEY KEVIN M

(Last) (First) (Middle)

121 DRIVERS EDGE

(Street)

TRAVERSE CITY MICHIGAN 49684

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/02/2026

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

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

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

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Class A Common Stock	07/02/2026		S		3,113(1)	D	$12.25	83,972	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 5, 2026.

Remarks:

	/s/ Tracey Derenzy, Power of Attorney	07/06/2026
	** 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 4 (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 4: SEC 1474 (03-26)