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.
Hagerty, Inc. Chief Executive Officer McKeel Hagerty reported a compensation-related share withholding rather than a market trade. On the vesting of restricted stock units, 82,868 shares of Class A Common Stock were withheld at $10.66 per share to cover tax obligations. After this tax-withholding disposition, he directly holds 1,037,740 Class A shares, indicating that this filing reflects routine equity compensation mechanics, not an open-market purchase or sale.
Hagerty, Inc. Chief Human Resources and Chief Administrative Officer Collette Champagne reported routine equity compensation activity involving Class A Common Stock. She received a grant of 23,742 RSU-based shares under Hagerty’s 2021 Equity Incentive Plan, vesting in equal annual installments through April 1, 2029, contingent on continued service or certain separation events.
On the same date, 28,278 shares of Class A Common Stock were withheld at $10.66 per share to satisfy tax obligations upon RSU vesting, which is not an open-market sale. After these transactions, Champagne directly owned 270,207 shares of Class A Common Stock.
Hagerty, Inc. Chief Financial Officer Patrick McClymont reported routine equity compensation and related tax withholding transactions in Class A Common Stock. On April 1, 2026, he acquired 54,013 shares underlying restricted stock units (RSUs) under Hagerty’s 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, with exceptions for death, disability, retirement, or a change of control. The same day, 32,388 shares were withheld to cover taxes upon RSU vesting under various RSU award agreements, a non-market disposition. For the ESPP offering period from October 1, 2025 through March 31, 2026, he also acquired 962 shares through the Employee Stock Purchase Plan at 95% of the closing price on April 1, 2026. Following these transactions, McClymont directly holds 336,794 shares of Hagerty Class A Common Stock.
Hagerty, Inc. Chief Information Officer Russell Andrew Page reported equity compensation activity involving the company’s Class A Common Stock. He acquired 30,865 shares through restricted stock units granted under Hagerty’s 2021 Equity Incentive Plan at no cash cost.
The RSUs vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, as long as he continues serving the company, with special provisions for death, disability, retirement, or a change of control. To cover tax obligations on RSU vesting, 11,146 shares were withheld at $10.66 per share. After these transactions, he directly holds 131,743 Class A shares.
Salmi Mika reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Mika Salmi received an equity award of 11,871 shares of Class A Common Stock in the form of Restricted Stock Units. These RSUs were granted at no cash cost and will vest on April 1, 2027, if he continues serving the company, with exceptions for death or disability. After this grant, he directly holds 54,173 shares.
Hagerty, Inc. Chief Legal Officer Diana Chafey reported equity compensation activity in Class A Common Stock. She received 23,742 shares underlying restricted stock units granted under the 2021 Equity Incentive Plan, which vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, subject to continued service and certain exceptions.
She also acquired 1,165 shares through the Employee Stock Purchase Plan for the offering period from October 1, 2025 through March 31, 2026. In connection with RSU vesting, 4,833 shares were withheld to cover tax obligations. After these transactions, she directly holds 77,008 shares of Class A Common Stock.
Hagerty, Inc. Chief Accounting Officer Kevin M. Delaney reported compensation-related equity activity in Class A Common Stock. He acquired 17,614 shares through restricted stock units granted under the company’s 2021 Equity Incentive Plan, which vest annually through April 1, 2029, subject to continued service and certain exceptions.
On the same date, 8,456 shares were withheld at $10.66 per share to cover tax obligations tied to vesting of RSUs, a non-market disposition rather than an open-market sale. After these transactions, Delaney directly holds 99,955 shares of Class A Common Stock.
Hagerty, Inc. President of Insurance Jeffrey Edward Briglia received a grant of 46,297 shares of Class A Common Stock in the form of restricted stock units under the company’s 2021 Equity Incentive Plan. These RSUs vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, as long as he continues his service, with exceptions for death, disability, retirement, or a change of control.
On the same date, 9,899 shares of Class A Common Stock were withheld at $10.66 per share to cover tax obligations arising from RSU vesting under various award agreements. After these compensation and tax-withholding transactions, Briglia directly holds 162,027 shares of Class A Common Stock.
Harris Laurie reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Laurie Harris received an equity award of 11,871 shares of Class A Common Stock in the form of Restricted Stock Units (RSUs). These RSUs were granted under Hagerty’s 2021 Equity Incentive Plan and will vest on April 1, 2027, if Harris continues serving the company, with exceptions for death or disability. After this grant, Harris holds 42,220 shares of Class A Common Stock directly.
Heaton Michael R reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Michael R. Heaton received an equity grant of 11,871 shares of Class A Common Stock in the form of Restricted Stock Units under the company’s 2021 Equity Incentive Plan. The RSUs were granted at no cash cost and will vest on April 1, 2027, if he continues serving the company, with exceptions for death or disability. Following this award, he directly holds 22,101 shares of Class A Common Stock.