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.
Hagerty isn’t a typical insurer—it blends specialty vehicle coverage, valuation data, auctions, and the Hagerty Drivers Club into one ecosystem. That mix makes Hagerty’s SEC disclosures a rich source for details on loss ratios, membership growth, and auction margins that rarely surface elsewhere. If you have ever typed “Hagerty SEC filings explained simply” or wondered how founder-led strategy shows up in a 10-K, you’re in the right place.
What each filing reveals: the annual report (Hagerty annual report 10-K simplified) breaks out underwriting profitability and subscriber retention; the quarterly update (Hagerty quarterly earnings report 10-Q filing) tracks claims trends and new revenue streams; Form 8-K keeps you informed of acquisitions and concours expansions (Hagerty 8-K material events explained); and the proxy statement discloses incentive pay linked to loss ratio targets (Hagerty proxy statement executive compensation). Need to stay ahead of executive moves? Our feed delivers Hagerty insider trading Form 4 transactions and Hagerty executive stock transactions Form 4 within minutes, plus context on what those trades may signal.
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Whether you track combined ratios, membership churn, or insider buying ahead of auctions, this page provides complete, up-to-the-second coverage—saving you time while improving decision quality.
Hagerty, Inc. (HGTY) Form 144 notice reports a proposed sale of 38,085 common shares with an aggregate market value of $457,400.00, intended to be sold on 09/08/2025 on the NYSE through Merrill Lynch. The filing states the shares were originally acquired on 12/02/2021 by Aldel LLC as part of a PIPE transaction disclosed in an 8-K, with 3,500,000 shares noted as acquired on that date. The document also lists numerous open-market sales by Robert I. Kauffman/Aldel LLC between 06/02/2025 and 09/03/2025, including multiple large blocks (for example, a sale of 110,600 shares on 07/24/2025 with gross proceeds of $1,156,876.00). The filer certifies no undisclosed material adverse information and follows Rule 144 disclosure requirements.
Hagerty, Inc. (HGTY) director Anthony J. Kuczinski purchased 1,000 shares of Class A common stock on 09/05/2025 at a weighted average price of $11.62 per share. Following the transaction, the reporting person beneficially owned 28,277 shares. The Form 4 filing discloses the purchase was executed in multiple trades with prices ranging from $11.57 to $11.65 and that the reported price is the weighted average.
Hagerty, Inc. Schedule 13G/A discloses that Polar Capital Holdings Plc, Polar Capital LLP and Polar Capital Funds PLC - Biotechnology Fund collectively beneficially owned 5,306,865 shares of Hagerty Class A common stock as of June 30, 2025, representing 5.85% of the class. The filing shows sole voting and dispositive power over the reported shares and corrects a prior submission that had erroneously reported a complete exit. The statement affirms the position is not held to influence control of the issuer.
Robert I. Kauffman, a director of Hagerty, Inc. (HGTY), reported multiple sales of Class A common stock under a Rule 10b5-1 trading plan. The filings show sales on 08/29/2025 (62,500 shares at a weighted average price of $11.23), 09/02/2025 (22,295 shares at $11.19 weighted average) and 09/03/2025 (41,699 shares at $11.31 weighted average). Following the 08/29 sale the filing reports 1,352,523 shares beneficially owned by Aldel LLC; subsequent sales reduce that indirect holding to 1,330,228 and then to 1,288,529 shares respectively. The reporting person is the manager of Aldel LLC and disclaims beneficial ownership except for his pecuniary interest. The form was signed by a power of attorney on 09/03/2025.
Hagerty, Inc. (HGTY) Rule 144 notice reports a proposed sale of 41,669 common shares through Merrill Lynch on the NYSE with an aggregate market value of $471,276.00, based on the filing. The filing identifies Aldel LLC (associated with Robert I. Kauffman) as the holder of the securities and shows those shares were originally acquired on 12/02/2021 as part of a PIPE financing tied to Hagerty's business combination. The filing states total shares outstanding of 90,942,223 and an approximate sale date of 09/03/2025. The notice also lists multiple prior dispositions by Robert I. Kauffman/Aldel LLC between 06/02/2025 and 09/02/2025, including large lots such as 110,600 shares sold on 07/24/2025.
Hagerty, Inc. (HGTY) Form 144 discloses a proposed sale of 22,295 common shares through Merrill Lynch on the NYSE with an aggregate market value of $248,480. The filer indicates acquisition of 3,500,000 shares on 12/02/2021 as part of a PIPE related to the business combination with Hagerty. The filing lists extensive prior open-market sales by Robert I. Kauffman/Aldel LLC between 06/02/2025 and 08/29/2025, including several large blocks (for example, 110,600 shares on 07/24/2025 and 98,766 shares on 07/09/2025), with individual gross proceeds shown for each sale. The notice includes the standard signature representation about absence of undisclosed material adverse information.
Hagerty, Inc. (HGTY) Form 144 shows a proposed sale of 62,500 common shares through Merrill Lynch on the NYSE with an aggregate market value of $701,875 and approximately 90,942,223 shares outstanding. The securities were originally acquired by Aldel LLC on 12/02/2021 as part of a PIPE tied to Hagerty's business combination and the filing lists the nature of the payment as stock. The filing also discloses numerous secondary sales by Robert I. Kauffman/Aldel LLC between 06/02/2025 and 08/28/2025, including several large blocks (for example, 110,600 shares sold on 07/24/2025). The filer certifies no undisclosed material adverse information.
Hagerty, Inc. (HGTY) insider reported planned sales of Class A common stock under a Rule 10b5-1 plan. Robert I. Kauffman, a director and manager of Aldel LLC, reported three dispositions on 08/26/2025–08/28/2025 totaling 67,302 shares sold at weighted-average prices of $10.76, $11.08 and $11.21 across the trades. After these transactions, Aldel LLC’s indirect beneficial ownership decreased from 1,472,463 shares to 1,415,023. The filer states the sales were executed pursuant to a 10b5-1 trading plan adopted 08/09/2024 and disclaims beneficial ownership except for pecuniary interest.
Hagerty, Inc. (HGTY) Form 144 notifies a proposed sale of 28,736 common shares with an aggregate market value of $322,130.00, to be sold on or about 08/28/2025 through Merrill Lynch on the NYSE. The securities were acquired on 12/02/2021 as part of a PIPE financing tied to Hagerty's business combination, with 3,500,000 shares recorded as acquired by Aldel LLC. The filer for whose account the sales are proposed is identified as Robert I. Kauffman / Aldel LLC. The filing also lists extensive prior sales by the same seller across May through August 2025, including a single-day sale of 110,600 shares on 07/24/2025. The issuer's reported number of shares outstanding in the notice is 90,942,223.
Filer: Robert I. Kauffman / Aldel LLC filed a Form 144 proposing to sell 28,704 shares of Hagerty, Inc. common stock through Merrill Lynch (NYC).
The filing shows an aggregate market value of $316,278 for the planned sale and lists 90,942,223 shares outstanding. The securities were acquired on 12/02/2021 as part of a PIPE financing related to Hagerty's business combination, with 3,500,000 shares recorded as acquired on that date. The Form 144 also discloses numerous open-market sales by the same seller across May–August 2025, including several large single-day dispositions (for example, 110,600 shares sold on 07/24/2025).
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