Hagerty director awarded 10,114 RSUs

Bjornstad Henrik Waersted reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

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.

Insider Trade Summary

Grant/Award: 10,114 shares

Grant/Award 1 txn

Insider Bjornstad Henrik Waersted

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock	10,114	$0.00	$0.00

Holdings After Transaction: Class A Common Stock — 10,114 shares (Direct)

Footnotes (1)

1. F1. Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on July 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability.

Key Figures

RSU grant size: 10,114 shares Grant price per share: $0.0000 per share Holdings after grant: 10,114 shares +1 more

4 metrics

RSU grant size 10,114 shares Class A Common Stock underlying RSUs granted to director

Grant price per share $0.0000 per share Reported transaction price on RSU acquisition

Holdings after grant 10,114 shares Total Class A Common Stock directly held following transaction

RSU vesting date July 1, 2027 Vesting of RSUs subject to continued service, with exceptions

Key Terms

Restricted Stock Units ("RSUs"), 2021 Equity Incentive Plan, Class A Common Stock

3 terms

Restricted Stock Units ("RSUs") financial

"Represents shares of Class A Common Stock of Hagerty, Inc. underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person"

Restricted stock units (RSUs) are a company promise to give an employee shares of stock (or cash equivalent) in the future, but only after certain conditions—usually staying with the company for a set time or hitting performance goals—are met. Investors watch RSUs because when they vest they increase the number of shares outstanding and can lead insiders to sell shares, affecting share price, company dilution and the true cost of employee pay.

2021 Equity Incentive Plan financial

"RSUs acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan"

Class A Common Stock financial

"Represents shares of Class A Common Stock of Hagerty, Inc. underlying Restricted Stock Units"

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.

FAQ

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

What did Hagerty (HGTY) director Henrik Waersted Bjornstad report in this Form 4?

He reported receiving 10,114 shares of Hagerty Class A Common Stock underlying Restricted Stock Units as a compensation award. The grant was made at no cash cost and represents his directly held amount following the transaction.

How many Hagerty (HGTY) shares did the director acquire in this grant?

The director acquired rights to 10,114 shares of Hagerty Class A Common Stock through Restricted Stock Units. These RSUs represent his entire directly reported holding after the transaction, according to the Form 4 disclosure.

When do the newly granted Hagerty (HGTY) RSUs vest?

The Restricted Stock Units vest on July 1, 2027, subject to the director’s continued service with Hagerty. The footnote notes exceptions for death or disability, which can affect the vesting conditions under the company’s 2021 Equity Incentive Plan.

What type of transaction is disclosed in this Hagerty (HGTY) Form 4?

The filing reports a grant or award acquisition of Restricted Stock Units, coded as an “A” transaction. It is a stock-based compensation grant, not an open-market purchase or sale of Hagerty shares by the director.

Under which plan were the Hagerty (HGTY) RSUs granted to the director?

The RSUs were granted under Hagerty’s 2021 Equity Incentive Plan. This plan provides equity-based awards such as Restricted Stock Units to eligible participants as part of the company’s long-term incentive compensation structure.

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

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Accepted by SEC EDGAR 07/02/2026 - 04:46 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).

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^*

Bjornstad Henrik Waersted

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026

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	07/01/2026		A		10,114(1)	A	$0	10,114	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. Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on July 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability.

Remarks:

	/s/ Tracey Derenzy, Power of Attorney	07/02/2026
	** 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)