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, Inc. (HGTY) received a Form 144 notice from Robert I. Kauffman/Aldel LLC for a proposed sale of 23,392 shares of common stock with an aggregate market value of $272,283. The approximate sale date is 10/16/2025, with Merrill Lynch listed as broker and the NYSE named as the exchange.
The filing notes the seller acquired shares on 12/02/2021 in connection with the Hagerty business combination via PIPE consideration paid in stock. Shares outstanding were 90,942,223 (as listed in the notice).
The filer also reported recent sales, including 12,391 shares on 10/15/2025 for $150,426 and 110,600 shares on 07/24/2025 for $1,156,876.
Hagerty (HGTY) filed a Form 144 notice for a proposed resale of common stock. The filing lists a planned sale of 12,391 shares with an aggregate market value of $150,426 through Merrill Lynch on the NYSE, with an approximate sale date of 10/15/2025. Shares outstanding were 90,942,223.
The seller is identified as Robert I. Kauffman, Aldel LLC. The filing indicates the securities were originally acquired on 12/02/2021 in connection with the Hagerty business combination, as part of a PIPE financing. The sales are on behalf of the holder, not the company.
Recent activity over the past three months includes multiple open-market sales, including 110,600 shares on 07/24/2025 for $1,156,876 and 98,766 shares on 07/09/2025 for $994,573.
Insider sale disclosure: This Form 4 shows Robert I. Kauffman, a director of Hagerty, Inc. (HGTY), sold a total of 96,792 shares of Class A common stock under a pre-established Rule 10b5-1 trading plan. The filings report sales on
Kauffman reports indirect ownership through Aldel LLC, for which he is manager and disclaims beneficial ownership except to the extent of his pecuniary interest. After the reported transactions, the filing shows Aldel LLC beneficially owned 1,079,049 Class A shares following the
Hagerty, Inc. filed a Form 144 reporting a proposed sale of 22,629 common shares through Merrill Lynch with an aggregate market value of
Hagerty, Inc. (HGTY) filed a Form 144 notifying the proposed sale of 6,861 common shares with an aggregate market value of
The notice also lists multiple recent sales by Robert I. Kauffman, Aldel LLC across dates from
Hagerty, Inc. filed a Form 144 disclosing a proposed sale of 3,024 common shares with an aggregate market value of
The notice also lists multiple reported open-market sales by Robert I. Kauffman/Aldel LLC across the past three months, including several large tranches such as 110,600 shares on
Hagerty, Inc. director Robert I. Kauffman reported multiple disposals of Class A common stock under a Rule 10b5-1 plan. The filing shows sales of 21,314 shares on
Russell Andrew, the Chief Information Officer of Hagerty, Inc. (HGTY), reported a withholding of 2,121 shares of Class A common stock on 10/01/2025 to satisfy taxes related to RSU vesting. The transaction price reported was $11.95 per share. After this tax withholding, the reporting person beneficially owned 112,024 shares of Class A common stock. The Form 4 was signed under power of attorney by Tracey Derenzy on 10/03/2025. The filing states the withheld shares relate to an RSU award with a grant date of 10/01/2022.
Patrick McClymont, the Chief Financial Officer of Hagerty, Inc. (HGTY), reported two Section 16 transactions. On 10/01/2025 he disposed of 8,111 shares of Class A common stock at $11.95 per share, identified as tax withholding upon RSU vesting from a 10/01/2022 grant. On 10/02/2025 he acquired 461 shares under the company Employee Stock Purchase Plan for the April 1–September 30, 2025 offering period at a price equal to 95% of the closing price on 10/01/2025 (reported as $11.35). Beneficial ownership moved from 313,746 to 314,207 shares following these transactions. The Form 4 was signed by a Power of Attorney on 10/03/2025.
Hagerty, Inc. insider Diana Chafey, who serves as Chief Legal Officer, reported two transactions in early October 2025. On 10/01/2025 she disposed of 1,076 shares of Class A common stock at $11.95 per share; the filing explains these were shares withheld for taxes when restricted stock units vested from an award dated 10/01/2023. On 10/02/2025 she acquired 993 shares under Hagerty's Employee Stock Purchase Plan for the April 1–September 30, 2025 offering period, at a per‑share price equal to 95% of the closing price on 10/01/2025 ($11.35 shown). The Form 4 was signed via power of attorney on 10/03/2025.
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