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  4. [Form 4] Hagerty, Inc. Insider Trading Activity

Hagerty (NYSE: HGTY) president granted 46,297 RSUs, 9,899 shares withheld

Filing Impact
(High)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Hagerty, Inc. President of Insurance Jeffrey Edward Briglia received a grant of 46,297 shares of Class A Common Stock in the form of restricted stock units under the company’s 2021 Equity Incentive Plan. These RSUs vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, as long as he continues his service, with exceptions for death, disability, retirement, or a change of control.

On the same date, 9,899 shares of Class A Common Stock were withheld at $10.66 per share to cover tax obligations arising from RSU vesting under various award agreements. After these compensation and tax-withholding transactions, Briglia directly holds 162,027 shares of Class A Common Stock.

Positive

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Negative

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Insider Briglia Jeffrey Edward
Role President of Insurance
Type Security Shares Price Value
Grant/Award Class A Common Stock 46,297 $0.00 $0.00
Exercise Price or Tax Liability Class A Common Stock 9,899 $10.66 $106K
Holdings After Transaction: Class A Common Stock — 162,027 shares (Direct)
Footnotes (2)
  1. F1. Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2029, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer.
  2. F2. Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of RSUs pursuant to various RSU award agreements.
RSU grant 46,297 shares Class A Common Stock RSUs granted April 1, 2026
Tax-withheld shares 9,899 shares Shares withheld for taxes upon RSU vesting
Tax-withholding price $10.66 per share Value applied to 9,899 withheld shares
Post-transaction holdings 162,027 shares Briglia’s direct Class A holdings after transactions
Vesting period end April 1, 2029 Final annual vesting date for RSU grant
restricted stock units financial
"underlying restricted stock units ("RSUs") acquired by the Reporting Person"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
2021 Equity Incentive Plan financial
"acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan"
taxes upon vesting financial
"withheld for taxes upon vesting of RSUs pursuant to various RSU award agreements"
change of control financial
"with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer"
A change of control occurs when the ownership or management of a company shifts significantly, such as through a sale, merger, or acquisition, resulting in new leadership or ownership structure. This change can impact the company's direction and decision-making, which is important for investors because it may affect the company's stability, strategy, and future prospects.

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

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Form 4 Insider Transactions: What Each Field Means →

FAQ

What insider transaction did Hagerty (HGTY) report for Jeffrey Edward Briglia?
Hagerty reported that Jeffrey Edward Briglia received 46,297 shares of Class A Common Stock as restricted stock units under the 2021 Equity Incentive Plan. These awards are compensation, not open-market purchases, and vest over time subject to continued service and certain termination or change-of-control conditions.

How do the new RSUs for Hagerty (HGTY) President of Insurance vest?
The 46,297 RSUs granted to Hagerty’s President of Insurance vest in equal amounts on each annual anniversary of the April 1, 2026 grant date, ending on April 1, 2029. Vesting requires continued service, with specified exceptions for death, disability, retirement, or a change of control.

Why were 9,899 Hagerty (HGTY) shares disposed of in this Form 4?
The 9,899 shares of Class A Common Stock were withheld at $10.66 per share to cover taxes due upon the vesting of RSUs under various RSU award agreements. This is a tax-withholding disposition, not an open-market sale, and is common in equity compensation programs.

How many Hagerty (HGTY) shares does Jeffrey Edward Briglia hold after these transactions?
Following the April 1, 2026 grant and related tax withholding, Jeffrey Edward Briglia directly holds 162,027 shares of Hagerty Class A Common Stock. This figure reflects his post-transaction ownership reported in the Form 4 and shows his continuing equity stake in the company.

What plan governs the new RSU grant reported by Hagerty (HGTY)?
The RSU grant of 46,297 shares to Jeffrey Edward Briglia was made under the Hagerty, Inc. 2021 Equity Incentive Plan. This plan provides equity-based awards such as restricted stock units that typically vest over time, aligning executive compensation with long-term company performance.
SEC Form 4
FORM 4UNITED 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*
Briglia Jeffrey Edward
(Last)(First)(Middle)
121 DRIVER'S 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)
Director10% Owner
XOfficer (give title below)Other (specify below)
President of Insurance
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Class A Common Stock04/01/2026A46,297(1)A$0171,926D
Class A Common Stock04/01/2026F9,899(2)D$10.66162,027D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2029, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer.
2. Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of RSUs pursuant to various RSU award agreements.
Remarks:
/s/ Tracey Derenzy, Power of Attorney04/03/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR