Hagerty (HGTY) insurance president has 4,892 RSU shares withheld for tax

Rhea-AI Filing Summary

Hagerty, Inc. reported that Jeffrey Edward Briglia, its President of Insurance, had 4,892 shares of Class A common stock withheld on July 1, 2026 to cover taxes due upon the vesting of restricted stock units. This tax-withholding disposition, valued at $12.06 per share, was made under an RSU agreement dated July 1, 2024. After the withholding, Briglia directly holds 157,135 shares of Hagerty Class A common stock.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Briglia Jeffrey Edward

Role President of Insurance

Type	Security	Shares	Price	Value
Tax Withholding	Class A Common Stock	4,892	$12.06	$59K

Holdings After Transaction: Class A Common Stock — 157,135 shares (Direct, null)

Footnotes (1)

1. [object Object]

Key Figures

Shares withheld for taxes: 4,892 shares Withholding share value: $12.06 per share Shares held after transaction: 157,135 shares +2 more

5 metrics

Shares withheld for taxes 4,892 shares Tax withholding on RSU vesting, July 1, 2026

Withholding share value $12.06 per share Value used for RSU tax withholding

Shares held after transaction 157,135 shares Direct holdings after tax withholding

Transaction code F Payment of tax liability by delivering securities

Tax-withholding shares 4,892 shares Reported in transactionSummary as taxWithholdingShares

Key Terms

restricted stock units, tax-withholding disposition, Class A Common Stock, RSU Agreement

4 terms

restricted stock units financial

"shares of Class A Common Stock ... withheld for taxes upon vesting of restricted stock units ("RSUs")"

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.

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

"Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes"

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 Agreement financial

"pursuant to the RSU Agreement between the Issuer and the Reporting Person dated as of July 1, 2024"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/02/2026 - 04:47 PM Accepted by SEC EDGAR 07/02/2026 - 04:47 PM 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^*

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)

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

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		F		4,892(1)	D	$12.06	157,135	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 the RSU Agreement between the Issuer and the Reporting Person dated as of July 1, 2024.

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)

FAQ

What insider transaction did Hagerty (HGTY) report for Jeffrey Briglia?

Hagerty reported that President of Insurance Jeffrey Briglia had 4,892 Class A shares withheld to satisfy taxes on vested RSUs. This was a tax-withholding disposition, not an open-market sale, and followed an RSU agreement dated July 1, 2024.

How many Hagerty (HGTY) shares were involved in Jeffrey Briglia’s Form 4?

The Form 4 shows 4,892 shares of Hagerty Class A common stock were withheld. These shares covered tax obligations arising from the vesting of restricted stock units granted under a prior RSU agreement between Briglia and the company.

At what price were Jeffrey Briglia’s Hagerty (HGTY) shares valued for tax withholding?

The withheld 4,892 Hagerty Class A shares were valued at $12.06 per share for tax purposes. This valuation is used solely to determine the number of shares needed to satisfy the RSU-related tax liability on the vesting date.

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

Following the tax-withholding transaction, Jeffrey Briglia directly holds 157,135 shares of Hagerty Class A common stock. This figure reflects his remaining position after 4,892 shares were withheld to pay taxes on vested restricted stock units.

Was Jeffrey Briglia’s Hagerty (HGTY) Form 4 an open-market sale or a tax event?

The Form 4 reflects a tax event, not an open-market sale. Shares were withheld by Hagerty to cover taxes when Briglia’s restricted stock units vested, which is a common, non-discretionary mechanism for satisfying equity compensation tax obligations.