Hagerty CEO has 82,868 shares withheld for taxes

Hagerty, Inc. Chief Executive Officer McKeel Hagerty reported a compensation-related share withholding rather than a market trade.

Rhea-AI Filing Summary

Hagerty, Inc. Chief Executive Officer McKeel Hagerty reported a compensation-related share withholding rather than a market trade. On the vesting of restricted stock units, 82,868 shares of Class A Common Stock were withheld at $10.66 per share to cover tax obligations. After this tax-withholding disposition, he directly holds 1,037,740 Class A shares, indicating that this filing reflects routine equity compensation mechanics, not an open-market purchase or sale.

Insider Trade Summary

Exercise Price or Tax Liability: 82,868 shares

Exercise Price or Tax Liability 1 txn

Insider Hagerty McKeel

Role Chief Executive Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Class A Common Stock	82,868	$10.66	$883K

Holdings After Transaction: Class A Common Stock — 1,037,740 shares (Direct)

Footnotes (1)

1. F1. Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to various RSU award agreements.

Key Figures

Tax-withheld shares: 82,868 shares Withholding share value: $10.66 per share Post-transaction holdings: 1,037,740 shares +1 more

4 metrics

Tax-withheld shares 82,868 shares Shares of Class A Common Stock withheld for taxes on RSU vesting

Withholding share value $10.66 per share Value used for tax-withholding disposition on April 1, 2026

Post-transaction holdings 1,037,740 shares Class A Common Stock held directly after tax-withholding event

Tax-withholding shares (summary) 82,868 shares TaxWithholdingShares in transaction summary

Key Terms

restricted stock units ("RSUs"), tax-withholding disposition, Class A Common Stock, RSU award agreements

4 terms

restricted stock units ("RSUs") financial

"withheld for taxes upon vesting of restricted stock units ("RSUs")"

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.

tax-withholding disposition financial

"transaction_action": "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Class A Common Stock financial

"security_title": "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.

RSU award agreements financial

"pursuant to various RSU award agreements."

FAQ

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

What did Hagerty (HGTY) CEO McKeel Hagerty report in this Form 4?

McKeel Hagerty reported a tax-related share withholding, not an open-market trade. 82,868 Class A shares were withheld upon vesting of RSUs to satisfy tax obligations, a routine equity compensation event for senior executives.

How many Hagerty (HGTY) shares were withheld for taxes in this filing?

The filing shows 82,868 shares of Class A Common Stock were withheld. These shares covered tax obligations triggered when restricted stock units vested, using a value of $10.66 per share for the tax-withholding calculation.

Did the Hagerty (HGTY) CEO buy or sell shares on the open market?

No open-market buy or sell occurred. The Form 4 records a tax-withholding disposition, where shares were withheld by the company when RSUs vested, rather than voluntarily bought or sold in the market.

How many Hagerty (HGTY) shares does McKeel Hagerty hold after this transaction?

After the tax-withholding event, McKeel Hagerty directly holds 1,037,740 shares of Class A Common Stock. This figure reflects his position following the RSU-related withholding disclosed in the Form 4 filing.

What does the F transaction code mean in the Hagerty (HGTY) Form 4?

The F transaction code indicates payment of a tax liability by delivering or withholding securities. Here, it reflects shares of Class A stock withheld to cover taxes due when restricted stock units vested under RSU award agreements.

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

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Accepted by SEC EDGAR 04/03/2026 - 02:48 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^*

Hagerty McKeel

(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
X	Officer (give title below)		Other (specify below)
	Chief Executive Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026

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	04/01/2026		F		82,868(1)	D	$10.66	1,037,740	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 total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to various RSU award agreements.

Remarks:

Exhibit 24 - Power of Attorney

	/s/ Tracey Derenzy, Power of Attorney	04/03/2026
	** 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)