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) reported stronger Q3 results. Total revenue reached $379.994 million, up from $323.374 million a year ago, driven by higher earned premium ($187.039 million), commission and fee revenue ($137.103 million), and membership, marketplace and other revenue ($55.852 million). Operating income improved to $34.317 million from $10.089 million.
Net income rose to $46.171 million from $19.007 million, aided by an income tax benefit of $32.834 million. Net income attributable to Class A common stockholders was $18.945 million, with basic EPS of $0.18 and diluted EPS of $0.11. Cash and restricted cash ended the period at $332.647 million. For additional context, shares outstanding were 100,511,893 Class A and 241,552,156 Class V as of October 24, 2025; this is a baseline figure, not the amount being offered.
Hagerty, Inc. (HGTY) furnished an 8-K announcing it released financial results for the fiscal quarter ended September 30, 2025, via a stockholder letter and press release, and scheduled a conference call on November 4, 2025 to discuss results for the three and nine months ended September 30, 2025.
The company also posted an investor presentation to its investor relations website and attached it as an exhibit. The materials in Items 2.02 and 7.01, including Exhibits 99.1, 99.2 and 99.3, are furnished and not deemed filed under the Exchange Act.
Hagerty, Inc. (HGTY) disclosed that a director reported selling 15,270 shares of Class A common stock on 10/27/2025 at a weighted average price of $11.12, executed under a Rule 10b5-1 trading plan adopted on August 9, 2024.
Trade executions occurred in multiple lots between $10.97 and $11.22. Following the transaction, 898,097 shares were beneficially owned indirectly by Aldel LLC, for which the reporting person serves as manager and disclaims beneficial ownership beyond any pecuniary interest.
Hagerty, Inc. (HGTY): Form 144 notice of proposed insider sale. Robert I. Kauffman, through Aldel LLC, filed to sell 15,270 shares of Hagerty common stock, with an aggregate market value of $169,802. The filing lists Merrill Lynch as broker and targets the NYSE, with an approximate sale date of 10/27/2025.
The seller previously acquired 3,500,000 shares on 12/02/2021 in connection with Hagerty’s business combination, as part of the related PIPE financing. The notice also reports recent activity over the past three months, including examples such as 14,731 shares sold on 10/24/2025 for $164,398 and 110,600 shares sold on 07/24/2025 for $1,156,876.
Shares outstanding were 90,942,223; this is a baseline figure, not the amount being sold.
Hagerty, Inc. (HGTY) reported insider sales by a director through Aldel LLC under a Rule 10b5-1 plan. On 10/22/2025, 9,495 Class A shares were sold at a weighted average price of $11.18; on 10/23/2025, 15,000 at $11.12; and on 10/24/2025, 14,731 at $11.16. Following these transactions, 913,367 shares were beneficially owned indirectly by Aldel LLC. Trade prices reflected multiple executions within disclosed ranges.
Hagerty, Inc. (HGTY) received a Form 144 notice for a proposed affiliate sale of common stock. The filing covers 14,731 shares with an aggregate market value $164,398, to be sold through Merrill Lynch on or about 10/24/2025 on the NYSE.
The seller indicates prior acquisition of 3,500,000 shares on 12/02/2021 in connection with the Hagerty business combination via PIPE financing. Shares outstanding were 90,942,223, providing context for scale. The notice also lists recent sales, including 110,600 shares on 07/24/2025 for $1,156,876 and 55,524 shares on 10/14/2025 for $675,172.
Form 144 is a notice of intent to sell restricted or control securities; actual sales depend on market conditions and Rule 144 limits.
Hagerty, Inc. (HGTY) investor Robert I. Kauffman/Aldel LLC filed a Form 144 to sell 15,000 shares of common stock through Merrill Lynch, with an aggregate market value of $166,800. The filing lists an approximate sale date of 10/23/2025 on the NYSE.
The filer indicates these securities were originally acquired on 12/02/2021 as part of PIPE financing connected to Hagerty’s business combination, totaling 3,500,000 shares acquired. The table also lists 90,942,223 shares outstanding.
Recent activity disclosed includes multiple open‑market sales over the past three months, including 110,600 shares on 07/24/2025 for $1,156,876 and additional sales on several dates in July–October 2025. Form 144 is a notice of proposed sales by affiliates and does not itself execute a transaction.
Hagerty, Inc. (HGTY) received a Form 144 notice indicating a proposed sale of 9,495 common shares through Merrill Lynch on the NYSE with an aggregate market value $106,154 and an approximate sale date 10/22/2025.
The filing identifies prior ownership tied to the December 2021 business combination, noting 3,500,000 common shares acquired on 12/02/2021 as part of PIPE financing. The notice also lists recent sales over the past three months, including 110,600 shares sold on 07/24/2025 for $1,156,876. Shares outstanding were 90,942,223; this is a baseline figure, not the amount being sold.
Hagerty, Inc. (HGTY) reported insider activity by a director involving three open‑market sales of Class A common stock executed under a Rule 10b5‑1 trading plan adopted on August 9, 2024.
Sales occurred on 10/17/2025 (14,644 shares at a weighted average price of $11.33), 10/20/2025 (8,286 shares at $11.20), and 10/21/2025 (12,219 shares at $11.19). Following these transactions, 952,593 shares were beneficially owned indirectly through Aldel LLC, with the reporting person serving as manager and exercising voting and investment discretion.
Hagerty, Inc. (HGTY) received a Form 144 notice from a selling securityholder for a proposed sale of 12,219 shares of common stock through Merrill Lynch on the NYSE, with an aggregate market value of $136,730 and an approximate sale date of 10/21/2025.
The seller is identified as Robert I. Kauffman, Aldel LLC. The filing notes the shares were originally acquired on 12/02/2021 in connection with Hagerty’s business combination, as part of a related PIPE financing. Shares outstanding are listed as 90,942,223; this is a baseline figure, not the amount being sold.
The notice also lists recent open-market activity over the past three months, including examples such as 110,600 shares on 07/24/2025 for $1,156,876 and 62,500 shares on 08/29/2025 for $701,875.