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.
Hagerty (NYSE:HGTY) filed a Form 4 reporting routine insider activity by director Robert I. Kauffman.
- Between 06/25-06/27/2025, Kauffman, via Aldel LLC, sold 39,669 Class A shares at a weighted average price near $10.10.
- Sales were executed under a Rule 10b5-1 plan adopted 08/09/2024, signaling advance scheduling rather than opportunistic trading.
- Following the transactions, Kauffman retains 3,698,835 shares indirectly (Aldel LLC) and 67,302 shares directly.
The divestiture equals roughly 1 % of his total stake and $0.4 million in proceeds—levels considered non-material for Hagerty’s capitalization.
Director Robert I. Kauffman of Hagerty filed a Form 144 notice for the proposed sale of 7,432 shares of common stock with an aggregate market value of $75,212 through Merrill Lynch on the NYSE. The planned sale date is June 27, 2025.
The securities were originally acquired on December 2, 2021, as part of a PIPE financing connected to Hagerty's business combination. Kauffman's initial acquisition was 3.5 million shares.
Over the past three months (March-June 2025), Kauffman has conducted extensive trading activity through Aldel LLC, selling approximately 432,000 shares in multiple transactions, generating total proceeds of about $4.2 million. The trading has followed a 10b5-1 plan adopted on August 9, 2024.
The filing indicates Kauffman has no knowledge of material adverse information about Hagerty that hasn't been publicly disclosed. The company currently has 90,032,391 shares outstanding.
Form 144 Notice of Proposed Sale filed by Robert I. Kauffman, Director of Hagerty, indicating planned sale of 19,627 shares of common stock with an aggregate market value of $199,018 through Merrill Lynch on NYSE. The sale is scheduled for June 26, 2025.
Key transaction details:
- Original acquisition: 3.5 million shares acquired on December 2, 2021 through PIPE financing during business combination
- Extensive recent trading activity: Seller executed 47 separate sales transactions between March-June 2025, totaling approximately 425,000 shares with gross proceeds over $4 million
- Trading under 10b5-1 plan adopted on August 9, 2024
The filing confirms the seller has no knowledge of undisclosed material adverse information regarding Hagerty's operations. With 90 million shares outstanding, this proposed sale represents approximately 0.02% of total shares.
Form 144 filing reveals significant insider selling activity at Hagerty by Robert I. Kauffman and Aldel LLC. The filing indicates a proposed sale of 12,610 shares with an aggregate market value of $126,730, to be executed through Merrill Lynch on the NYSE around June 25, 2025.
Key details of the transaction:
- Original acquisition of 3.5 million shares occurred on December 2, 2021, through PIPE financing during business combination
- Extensive recent selling activity over past 3 months totaling approximately 400,000 shares between March-June 2025
- Largest single-day sales include 33,765 shares ($326,508) on May 7 and 31,110 shares ($315,455) on June 24
The company has 90,032,391 shares outstanding. This consistent selling pattern by a significant holder may indicate a systematic liquidation strategy, though represents a relatively small percentage of total shares outstanding.