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. 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).
Hagerty, Inc. (HGTY) insider selling notice under Rule 144. The filer reports a proposed sale of 9,844 common shares through Merrill Lynch on the NYSE with an aggregate market value of $105,921, against approximately 90,942,223 shares outstanding. The securities were originally acquired on 12/02/2021 by Aldel LLC as part of a PIPE financing that accompanied Hagerty’s business combination. The filing also lists numerous sales by Robert I. Kauffman/Aldel LLC during the past three months, with individual transactions and gross proceeds recorded (examples include sales of 98,766 and 110,600 shares on single days). The notice includes the required representation about absence of undisclosed material information.
Hagerty, Inc. (HGTY) Form 144 filing reporting proposed sale of common shares by Aldel LLC/Robert I. Kauffman. The notice identifies a proposed sale of 7,668 common shares through Merrill Lynch on the NYSE with an aggregate market value of $83,351, against 90,942,223 shares outstanding. The filer states the shares were acquired on 12/02/2021 as part of a PIPE connected to Hagerty's business combination and were paid in stock.
The filing also lists extensive secondary-market sales by the same account from 05/20/2025 through 08/22/2025, including multiple large blocks (for example, 98,766 shares on 07/09/2025 and 110,600 shares on 07/24/2025). The form includes the required representation that the seller has no undisclosed material adverse information.
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