Hagerty CFO acquires 1,192 shares via employee plan

The shares covered the ESPP offering period from April 1, 2026, through September 30, 2026.

Rhea-AI Filing Summary

Hagerty, Inc. (HGTY) Chief Financial Officer Patrick McClymont acquired 1,192 shares of Class A common stock on October 2, 2026, through the Employee Stock Purchase Plan (ESPP), at $12.79 per share. The ESPP price was 95% of Hagerty’s closing price on October 1, 2026. McClymont directly held 337,986 shares after the acquisition.

Insider Trade Summary

Grant/Award: 1,192 shares

Grant/Award 1 txn

Insider McClymont Patrick

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Grant/Award	Class A Common Stock F1, F2	1,192	$12.79	$15K

Holdings After Transaction: Class A Common Stock — 337,986 shares (Direct)

Footnotes (2)

1. F1. Shares acquired pursuant to the Hagerty, Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of April 1, 2026 through September 30, 2026.
2. F2. In accordance with the ESPP, the per share price paid for these shares was an amount equal to 95% of the closing price of the Issuer's stock on October 1, 2026.

Key Figures

Shares acquired: 1,192 shares Price per share: $12.79 per share Direct shares following acquisition: 337,986 shares +1 more

4 metrics

Shares acquired 1,192 shares Class A common stock acquired October 2, 2026

Price per share $12.79 per share ESPP acquisition

Direct shares following acquisition 337,986 shares Patrick McClymont’s reported direct position

ESPP pricing percentage 95% Of the issuer’s closing price on October 1, 2026

Key Terms

Employee Stock Purchase Plan, offering period, closing price

3 terms

Employee Stock Purchase Plan financial

"pursuant to the Hagerty, Inc. Employee Stock Purchase Plan"

An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.

offering period financial

"for the ESPP offering period of April 1, 2026 through September 30, 2026"

closing price financial

"95% of the closing price of the Issuer's stock"

FAQ

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

How many shares did HGTY CFO Patrick McClymont acquire?

Patrick McClymont acquired 1,192 shares of Hagerty Class A common stock on October 2, 2026, through the Employee Stock Purchase Plan.

How was the HGTY ESPP share price determined?

The per-share price was 95% of Hagerty’s closing price on October 1, 2026. The shares were acquired for the ESPP offering period from April 1, 2026, through September 30, 2026.

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

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Available on EDGAR 10/05/2026 - 05:13 PM Accepted by SEC EDGAR 10/05/2026 - 05:13 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^*

McClymont Patrick

(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 Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
10/02/2026

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	10/02/2026		A		1,192(1)	A	$12.79(2)	337,986	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. Shares acquired pursuant to the Hagerty, Inc. Employee Stock Purchase Plan ("ESPP") for the ESPP offering period of April 1, 2026 through September 30, 2026.

2. In accordance with the ESPP, the per share price paid for these shares was an amount equal to 95% of the closing price of the Issuer's stock on October 1, 2026.

Remarks:

	/s/ Rebecca Patel, Power of Attorney	10/05/2026
	** 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)