Every Form 4 that Hagerty, Inc. (HGTY) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow HGTY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HGTY filings page.
Hagerty, Inc. Chief Legal Officer Diana Chafey acquired 979 Class A common shares through the Employee Stock Purchase Plan on October 2, 2026, at $12.79 per share; the price equaled 95% of the October 1, 2026 closing price. On October 1, 2026, 1,076 shares were withheld for taxes upon vesting of RSUs under an award agreement with a grant date of October 1, 2023. No Rule 10b5-1 plan is reported.
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.
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney had 959 Class A Common Stock shares withheld for taxes upon restricted stock unit vesting on October 1, 2026, at a reported price of $13.46 per share. He directly held 83,013 shares after the transaction.
Hagerty, Inc. (HGTY) director Robert I. Kauffman reported that Aldel LLC made a charitable gift of 74,000 Class A common shares on September 24, 2026. Aldel LLC held 674,097 shares indirectly after the transaction, and Kauffman reported 79,173 shares held directly. Kauffman is Aldel LLC’s manager and has voting and investment discretion over its securities; he disclaims beneficial ownership except to the extent of his pecuniary interest. No Rule 10b5-1 plan is reported.
Hagerty, Inc. (HGTY) reports that MARKEL GROUP INC., a more than ten percent owner, converted 7,836,411 Paired Interests (each consisting of one Class V Common Share and one OpCo Unit) into an equal number of Class A Common Shares on September 11, 2026, pursuant to an Amended and Restated Exchange Agreement. This reduced Markel’s Class V position and increased its Class A holdings to 10,944,411 shares, while it continues to hold 67,163,589 Class V shares after the transaction; no Rule 10b5-1 trading plan is reported.
Hagerty, Inc. (HGTY) reported that ten percent owner Hagerty Holding Corp. converted "Paired Interests" (each consisting of one share of Class V Common Stock and one OpCo unit) into Class A Common Stock on September 9 and 11, 2026 under an Exchange Agreement, and then sold 10,637,500 Class A shares in open-market or private transactions at $11.472 per share. No Rule 10b5-1 trading plan is reported in connection with these transactions, and post-transaction share holdings are not stated in this form.
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney reported an open-market sale of Class A Common Stock. On July 2, 2026, he sold 3,113 shares at $12.25 per share, and held 83,972 shares directly after the transaction.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on March 5, 2026, indicating it was scheduled in advance rather than timed discretionarily.
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.
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.
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney reported share dispositions and tax withholding tied to equity compensation. On Class A Common Stock, 2,525 shares were withheld at about $12.06 per share to cover taxes upon vesting of restricted stock units.
He also sold a total of 10,345 shares in open-market transactions at weighted average prices around $12.01–$12.10 per share, at least one of which was executed under a pre-arranged Rule 10b5-1 trading plan. After these transactions, he directly held 87,085 Class A shares.
Hagerty, Inc. director Anthony J. Kuczinski bought 9,500 shares of Class A Common Stock in an open-market transaction on May 15, 2026 at a weighted average price of $10.46 per share. After this purchase, he directly owns 68,648 shares. The filing notes the trade was executed in multiple lots between $10.44 and $10.46 per share.
Hagerty, Inc. director Laurie Harris sold 5,531 shares of Class A Common Stock in an open-market transaction. The sale took place on April 7, 2026 at a weighted average price of $11.01 per share, with trade prices ranging from $10.91 to $11.10.
According to the disclosure, the sale occurred automatically under a Rule 10b5-1 trading plan adopted on November 10, 2025 and was a non-discretionary "sell to cover" transaction. The shares sold were used to satisfy tax withholding obligations related to the vesting of Harris's restricted stock units. Following this transaction, Harris directly owns 36,689 shares of Hagerty Class A Common Stock.
Kay Sabrina reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Sabrina Kay received an equity award of 11,871 shares of Class A Common Stock in the form of Restricted Stock Units under the company’s 2021 Equity Incentive Plan. These RSUs vest on April 1, 2027, contingent on her continued service, bringing her direct holdings to 54,173 shares.
Harbert Randall Houston reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Harbert Randall Houston received an equity award in the form of Restricted Stock Units representing 11,871 shares of Class A Common Stock. These RSUs were granted at no cash cost and were issued under the company’s 2021 Equity Incentive Plan as part of his compensation.
The RSUs are scheduled to vest on April 1, 2027, if he continues to provide service to the company, with exceptions for death or disability. Following this grant, Houston now holds 45,832 shares of Class A Common Stock directly, reflecting his ongoing equity stake in Hagerty.
KAUFFMAN ROBERT I reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Robert I. Kauffman received an equity award tied to 11,871 shares of Class A Common Stock on April 1, 2026. These shares are underlying Restricted Stock Units granted at no cash cost to him.
The RSUs vest on April 1, 2027, if he continues serving the company, with exceptions for death or disability. Kauffman now holds 79,173 Class A shares directly and is also manager of Aldel LLC, which holds 748,097 Class A shares, where he disclaims beneficial ownership beyond his pecuniary interest.
SWANSON WILLIAM H reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director William H. Swanson received a grant of 11,871 shares of Class A Common Stock underlying Restricted Stock Units (RSUs) on April 1, 2026. The RSUs were awarded under the company’s 2021 Equity Incentive Plan at no cash purchase price.
The RSUs vest on April 1, 2027, if he continues to serve the company, with exceptions for death or disability. After this grant, he holds 54,173 Class A shares directly and 414,400 Class A shares indirectly through The William and Cheryl Swanson Revocable Trust.
Kuczinski Anthony J reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Anthony J. Kuczinski received an equity grant of 11,871 shares of Class A Common Stock in the form of Restricted Stock Units. The RSUs were awarded at no cash price under Hagerty’s 2021 Equity Incentive Plan.
The RSUs vest on April 1, 2027, as long as Kuczinski continues serving the company, with exceptions for death or disability. After this grant, he directly holds 59,148 shares of Hagerty Class A Common Stock, reflecting his ongoing equity-based compensation and alignment with shareholders.
Hagerty, Inc. President, Hagerty Marketplace, Kenneth Ahn reported a compensation-related equity award and associated tax withholding. He received 23,149 shares of Class A Common Stock in the form of restricted stock units (RSUs) under the 2021 Equity Incentive Plan. These RSUs vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, subject to continued service and certain exceptions. To cover taxes upon RSU vesting, 9,627 shares of Class A Common Stock were withheld at $10.66 per share. Following these transactions, Ahn directly holds 127,115 shares of Class A Common Stock.
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.
Hagerty, Inc. Chief Human Resources and Chief Administrative Officer Collette Champagne reported routine equity compensation activity involving Class A Common Stock. She received a grant of 23,742 RSU-based shares under Hagerty’s 2021 Equity Incentive Plan, vesting in equal annual installments through April 1, 2029, contingent on continued service or certain separation events.
On the same date, 28,278 shares of Class A Common Stock were withheld at $10.66 per share to satisfy tax obligations upon RSU vesting, which is not an open-market sale. After these transactions, Champagne directly owned 270,207 shares of Class A Common Stock.
Hagerty, Inc. Chief Financial Officer Patrick McClymont reported routine equity compensation and related tax withholding transactions in Class A Common Stock. On April 1, 2026, he acquired 54,013 shares underlying restricted stock units (RSUs) under Hagerty’s 2021 Equity Incentive Plan. These RSUs vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, subject to continued service, with exceptions for death, disability, retirement, or a change of control. The same day, 32,388 shares were withheld to cover taxes upon RSU vesting under various RSU award agreements, a non-market disposition. For the ESPP offering period from October 1, 2025 through March 31, 2026, he also acquired 962 shares through the Employee Stock Purchase Plan at 95% of the closing price on April 1, 2026. Following these transactions, McClymont directly holds 336,794 shares of Hagerty Class A Common Stock.
Hagerty, Inc. Chief Information Officer Russell Andrew Page reported equity compensation activity involving the company’s Class A Common Stock. He acquired 30,865 shares through restricted stock units granted under Hagerty’s 2021 Equity Incentive Plan at no cash cost.
The RSUs vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, as long as he continues serving the company, with special provisions for death, disability, retirement, or a change of control. To cover tax obligations on RSU vesting, 11,146 shares were withheld at $10.66 per share. After these transactions, he directly holds 131,743 Class A shares.
Salmi Mika reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Mika Salmi received an equity award of 11,871 shares of Class A Common Stock in the form of Restricted Stock Units. These RSUs were granted at no cash cost and will vest on April 1, 2027, if he continues serving the company, with exceptions for death or disability. After this grant, he directly holds 54,173 shares.
Hagerty, Inc. Chief Legal Officer Diana Chafey reported equity compensation activity in Class A Common Stock. She received 23,742 shares underlying restricted stock units granted under the 2021 Equity Incentive Plan, which vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, subject to continued service and certain exceptions.
She also acquired 1,165 shares through the Employee Stock Purchase Plan for the offering period from October 1, 2025 through March 31, 2026. In connection with RSU vesting, 4,833 shares were withheld to cover tax obligations. After these transactions, she directly holds 77,008 shares of Class A Common Stock.
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney reported compensation-related equity activity in Class A Common Stock. He acquired 17,614 shares through restricted stock units granted under the company’s 2021 Equity Incentive Plan, which vest annually through April 1, 2029, subject to continued service and certain exceptions.
On the same date, 8,456 shares were withheld at $10.66 per share to cover tax obligations tied to vesting of RSUs, a non-market disposition rather than an open-market sale. After these transactions, Delaney directly holds 99,955 shares of Class A Common Stock.
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.
Harris Laurie reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Laurie Harris received an equity award of 11,871 shares of Class A Common Stock in the form of Restricted Stock Units (RSUs). These RSUs were granted under Hagerty’s 2021 Equity Incentive Plan and will vest on April 1, 2027, if Harris continues serving the company, with exceptions for death or disability. After this grant, Harris holds 42,220 shares of Class A Common Stock directly.
Heaton Michael R reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Michael R. Heaton received an equity grant of 11,871 shares of Class A Common Stock in the form of Restricted Stock Units under the company’s 2021 Equity Incentive Plan. The RSUs were granted at no cash cost and will vest on April 1, 2027, if he continues serving the company, with exceptions for death or disability. Following this award, he directly holds 22,101 shares of Class A Common Stock.
Hagerty, Inc. director Anthony J. Kuczinski reported an open-market purchase of 4,000 shares of Class A Common Stock at $9.50 per share. This buy on March 12, 2026 increased his direct holdings to 47,277 shares, indicating a modest addition to his personal stake.
Hagerty, Inc. director Anthony J. Kuczinski bought additional shares of the company’s Class A common stock in the open market. On this date, he purchased 15,000 shares at a weighted average price of $10.72 per share, increasing his directly held stake to 43,277 shares. The trade was executed in multiple transactions at prices ranging from $10.45 to $10.92, with the reported price reflecting the weighted average purchase price.
Hagerty, Inc. reported an insider-related conversion and sale of shares tied to President, Hagerty Marketplace, Kenneth Ahn through Quadrifoglio Holdings LLC. On January 26, 2026, Quadrifoglio converted 50,000 Released Units of The Hagerty Group, LLC into 50,000 shares of Class A Common Stock, then sold 50,000 Class A shares at a weighted average price of $12.41 under a pre-arranged Rule 10b5‑1 trading plan. After these transactions, Quadrifoglio holds 775,213 Released Units, while Ahn directly owns 113,593 Class A shares in a separate direct position.
Hagerty, Inc. insider activity centers on an entity tied to President, Hagerty Marketplace, Kenneth Ahn. Quadrifoglio Holdings LLC, for which Ahn is the sole member with voting and investment discretion, converted 50,000 Released Units of The Hagerty Group, LLC into 50,000 shares of Hagerty Class A common stock on January 20, 2026 at a stated conversion price of $0.
On the same date, Quadrifoglio Holdings LLC sold those 50,000 Class A shares at a weighted average price of $12.55 under a pre-established Rule 10b5-1 trading plan. After this activity, Quadrifoglio Holdings LLC held 825,213 Released Units of The Hagerty Group, LLC, while Ahn also directly held 113,593 Class A shares. Ahn disclaims beneficial ownership of the LLC-held securities except to the extent of his pecuniary interest.
Hagerty, Inc. reported insider-related conversions and sales involving an affiliated LLC. On January 9, 2026, Quadrifoglio Holdings LLC converted 1,350 Released Common Units of The Hagerty Group, LLC into the same number of Hagerty Class A common shares at $0, then sold 1,350 Class A shares at a weighted average price of $13.25 pursuant to a Rule 10b5-1 trading plan.
On January 12, 2026, Quadrifoglio Holdings LLC converted an additional 50,000 Released Units into 50,000 Class A shares at $0, then sold those 50,000 shares at a weighted average price of $12.86 under the same plan. After these transactions, Quadrifoglio Holdings LLC held 875,213 Released Units of The Hagerty Group, LLC, while Kenneth Ahn, President, Hagerty Marketplace, also directly held 113,593 Class A shares. Ahn is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion over its holdings, while disclaiming beneficial ownership beyond his pecuniary interest.
Hagerty, Inc. (HGTY) disclosed that Quadrifoglio Holdings LLC, an entity associated with President, Hagerty Marketplace Kenneth Ahn, converted units of The Hagerty Group, LLC into Class A common stock and then sold those shares over three days in January 2026.
On January 5, 2026, Quadrifoglio Holdings LLC converted 164,870 units into Class A shares at $0 per share and sold the same number of shares at a weighted average price of about $12.79. On January 6, it converted and sold 10,883 shares at about $12.85, and on January 7 it converted and sold 24,247 shares at about $13.08.
The sales were made under a Rule 10b5-1 trading plan adopted on September 15, 2025. After these conversions, Quadrifoglio Holdings LLC held 926,563 Released Units of The Hagerty Group, LLC, and Kenneth Ahn also held 113,593 Class A shares directly.
Hagerty, Inc. director Mr. Kauffman reported an indirect change in his holdings of the company’s Class A common stock through a bona fide gift. On 12/22/2025, 150,000 shares of Class A common stock were transferred as a gift to a donor-advised fund sponsored by RK Family DAF, with no consideration received.
After this transaction, 748,097 shares of Class A common stock are reported as beneficially owned indirectly through Aldel LLC. Mr. Kauffman is the manager of Aldel LLC and has voting and investment discretion over these securities and disclaims beneficial ownership except to the extent of his pecuniary interest in them.
Hagerty, Inc. reported that an officer serving as President, Hagerty Marketplace converted 100,000 units of The Hagerty Group, LLC into 100,000 shares of Class A common stock and then sold those 100,000 shares on December 15, 2025.
The conversion was recorded at a price of $0, while the sale was executed at a weighted average price of $12.80 per share in multiple trades between $12.58 and $12.99 under a Rule 10b5-1 trading plan adopted on September 15, 2025.
Following these transactions, the reporting person beneficially owns 113,593 Class A shares directly, and Quadrifoglio Holdings LLC, which the reporting person controls, continues to hold 1,126,563 released units of The Hagerty Group, LLC.
Hagerty, Inc. (HGTY) disclosed that a director reported selling 15,270 shares of Class A common stock on 10/27/2025 at a weighted average price of $11.12, executed under a Rule 10b5-1 trading plan adopted on August 9, 2024.
Trade executions occurred in multiple lots between $10.97 and $11.22. Following the transaction, 898,097 shares were beneficially owned indirectly by Aldel LLC, for which the reporting person serves as manager and disclaims beneficial ownership beyond any pecuniary interest.
Hagerty, Inc. (HGTY) reported insider sales by a director through Aldel LLC under a Rule 10b5-1 plan. On 10/22/2025, 9,495 Class A shares were sold at a weighted average price of $11.18; on 10/23/2025, 15,000 at $11.12; and on 10/24/2025, 14,731 at $11.16. Following these transactions, 913,367 shares were beneficially owned indirectly by Aldel LLC. Trade prices reflected multiple executions within disclosed ranges.