Hagerty, Inc. filings document the public-company record for a specialty vehicle insurance and automotive enthusiast business. Its reports include quarterly and annual results furnished on Form 8-K, Regulation FD materials, stockholder letters and disclosures about premium growth, policies in force, earned premium, profitability measures and insurance program economics.
Hagerty's filings also cover material agreements with Markel, including the completed fronting arrangement and related relationship and operating-company agreements. Proxy materials describe board composition, committee assignments, executive compensation, equity awards and shareholder voting matters, while other filings address Class A common stock registered on the New York Stock Exchange, secondary offering activity, insider and governance changes, and risk-related disclosure topics.
Markel Group Inc. filed Amendment No. 5 to its Schedule 13D on Hagerty, Inc., reporting beneficial ownership of 79,380,265 shares of Hagerty Class A Common Stock, or about 44.8% of the class. This reflects various convertible securities and gives Markel Group roughly 29.9% of the company’s voting power.
The filing also notes governance changes: Michael R. Heaton resigned from Hagerty’s board on April 13, 2026, and Markel Group selected former employee Henrik Bjornstad as its new board designee, with the board appointing him effective April 14, 2026.
Hagerty, Inc. reported a change to its Board of Directors. On April 13, 2026, Michael R. Heaton resigned as a director, with the company stating his departure did not involve any disagreement over operations, policies, or practices.
Because of his resignation, the Board accelerated vesting of 10,230 restricted stock units that had been granted to him on July 1, 2025, so they fully vested on April 14, 2026 instead of July 1, 2026. Under an Investor Rights Agreement, Markel Group Inc. designated Henrik W. Bjørnstad to replace Mr. Heaton on the Board.
Effective April 14, 2026, Mr. Bjørnstad joined the Board and was appointed to the Talent, Culture, and Compensation Committee and the Nominating and Governance Committee. He will be paid like the company’s other non-employee directors and the company notes there are no related-party transactions requiring disclosure.
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.