Welcome to our dedicated page for HAGERTY SEC filings (Ticker: HGTY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Hagerty, Inc. (NYSE: HGTY) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, including current reports on Form 8-K and other key documents filed with the U.S. Securities and Exchange Commission. These filings offer detailed insight into Hagerty’s specialty vehicle insurance operations, marketplace activities, partnerships and capital markets transactions.
Hagerty uses Form 8-K to report material events such as quarterly financial results, outlook updates, underwriting and reinsurance arrangements, and equity offerings. For example, the company has filed 8-Ks describing its results of operations and financial condition for specific quarters, including revenue, written premium, earned premium, loss ratios, membership and marketplace revenue, operating income, net income and Adjusted EBITDA. Other 8-Ks document a secondary public offering of Class A common stock, including the underwriting agreement and related legal opinions.
Filings also explain Hagerty’s relationships with Markel Group Inc. and Essentia Insurance Company. A July 2025 8-K outlines a proposed fronting arrangement under which Hagerty’s underwriting and claims authorities would be expanded and Hagerty Reinsurance Limited would assume 100% of the risk on policies written through Essentia. A January 2026 8-K reports consummation of this arrangement through a Sixth Amended and Restated Master Relationship Agreement, a Seventh Amended and Restated Limited Liability Company Agreement for The Hagerty Group, LLC, a General Agency Agreement and a new Quota Share Reinsurance Agreement, with Hagerty Re assuming 100% of the risk on specified Essentia policies effective January 1, 2026.
By reviewing these filings, investors can see how Hagerty structures its insurance programs, reinsurance, carrier partnerships and governance arrangements, as well as how it communicates financial performance and capital markets activity. Stock Titan supplements the raw documents with AI-powered tools that help users quickly identify key terms, track new filings as they appear on EDGAR and navigate to items related to earnings, material agreements and other significant events.
Form 144 filing for Hagerty, Inc. (HGTY) discloses a notice of proposed insider sales by Robert I. Kauffman through Aldel LLC.
Proposed sale: 11,710 common shares to be executed around 06/23/2025 on the NYSE through Merrill Lynch, representing roughly 0.013% of the 90,032,391 shares outstanding. Estimated market value is $117,334.
Historical sales (last three months): The same insider has already disposed of ≈423,457 shares between 03/17/2025 and 06/20/2025 across 48 separate transactions, generating disclosed gross proceeds exceeding $4.0 million (sum of table line items). The individual transactions ranged from 1,149 to 33,765 shares per day.
The securities were originally acquired on 12/02/2021 as part of a PIPE investment related to Hagerty’s 2021 business-combination transaction. No gifts or non-cash consideration are reported.
The filer attests to the absence of undisclosed material adverse information and makes the customary Rule 10b5-1 representations.
Hagerty, Inc. (HGTY) – Form 144 filing discloses that affiliate Robert I. Kauffman / Aldel LLC intends to sell 7,747 common shares through Merrill Lynch on or after 20 June 2025. The proposed sale represents roughly 0.01 % of the 90.0 million shares outstanding.
The filing also details extensive prior sales during the last three months: 47 separate transactions between 17 March 2025 and 18 June 2025 totaling approximately 416,925 shares. These sales generated aggregate gross proceeds of just over $4.0 million (sum of disclosed amounts). The shares were originally acquired on 2 December 2021 as part of the PIPE financing accompanying Hagerty’s business-combination 8-K.
Under Rule 144, the filer confirms no undisclosed material adverse information and that the sale will comply with volume and manner-of-sale restrictions. While the volume is small relative to the float, continual sales could contribute to modest trading-day supply overhang.
Hagerty, Inc. (HGTY) – Form 4 insider transaction summary
Director Robert I. Kauffman, through his investment vehicle Aldel LLC, reported three open-market sales of Class A common stock executed under a Rule 10b5-1 trading plan adopted on 9 Aug 2024.
- 16 Jun 2025: 4,010 shares sold at a $9.54 weighted-average price.
- 17 Jun 2025: 4,610 shares sold at a $9.55 weighted-average price.
- 18 Jun 2025: 10,380 shares sold at a $9.66 weighted-average price.
The combined disposition totals 19,000 shares for proceeds of approximately $181,000. Following the transactions, Kauffman continues to hold 3,789,071 shares indirectly via Aldel LLC and an additional 67,302 shares directly, representing less than 1 % of his prior aggregate ownership and a negligible fraction of Hagerty’s total outstanding shares.
No derivative securities were involved, and there were no purchases disclosed. Because the sales were executed under a pre-arranged 10b5-1 plan and constitute a small proportion of the insider’s position, the filing signals routine portfolio management rather than a strategic shift in outlook.
Hagerty, Inc. (HGTY) – Form 144 filing overview
Robert I. Kauffman, acting through Aldel LLC, has filed a Form 144 indicating an intent to sell 10,380 common shares of Hagerty, Inc. on or about 18 June 2025 via Merrill Lynch on the NYSE. The shares have an aggregate market value of $100,270, implying a reference price of roughly $9.65 per share. Hagerty reports 90.0 million shares outstanding; the proposed sale therefore represents just 0.01 % of total shares.
Recent trading history
- In the preceding three months, the same insider executed approximately 406,545 shares in open-market sales, generating gross proceeds of about $3.9 million.
- The cumulative disposals equal roughly 0.45 % of outstanding shares, signalling a consistent reduction in the holder’s position since mid-March 2025.
Key takeaways for investors
- The filing is routine compliance under Rule 144, but the pattern of steady insider sales may be interpreted as a bearish sentiment signal.
- Because volumes are small relative to total float, immediate market-price impact is likely limited; nevertheless, persistent insider selling can weigh on investor confidence.
- The filer attests to possessing no undisclosed material adverse information, satisfying Rule 144 representations.
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