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.
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. (HGTY) reported insider activity by a director. The filing shows open‑market sales of Class A common stock executed under a Rule 10b5‑1 trading plan adopted on August 9, 2024.
Transactions disclosed: 55,524 shares sold on 10/14/2025 at a weighted average price of $12.16; 12,391 shares on 10/15/2025 at $12.14; and 23,392 shares on 10/16/2025 at $11.64. Following these sales, 987,742 shares were beneficially owned indirectly, held by Aldel LLC.
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 10/07/2025 and 10/08/2025 in multiple trades at prices ranging roughly from $11.71 to $12.13, with weighted-average prices reported as $11.90 and $12.00 for the respective trade dates.
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 10/08/2025 sale. The sales were executed pursuant to a 10b5-1 plan adopted 08/09/2024.
Hagerty, Inc. filed a Form 144 reporting a proposed sale of 22,629 common shares through Merrill Lynch with an aggregate market value of $271,548. The filing shows the shares were originally acquired on 12/02/2021 as part of a connected PIPE financing totaling 3,500,000 shares held by Aldel LLC. The issuer has 90,942,223 shares outstanding, and the transaction is slated for 10/08/2025 on the NYSE. The filer also disclosed numerous common-share sales by Robert I. Kauffman / Aldel LLC across the prior three months, indicating ongoing disposition of holdings in multiple tranches. The signer certifies no undisclosed material adverse information.
Hagerty, Inc. (HGTY) filed a Form 144 notifying the proposed sale of 6,861 common shares with an aggregate market value of 81646, to be sold through Merrill Lynch on 10/07/2025 on the NYSE. The filing shows those shares were acquired on 12/02/2021 by Aldel LLC in connection with the PIPE financing tied to the business combination with Hagerty. The issuer has 90,942,223 shares outstanding, per the filing.
The notice also lists multiple recent sales by Robert I. Kauffman, Aldel LLC across dates from 06/17/2025 through 10/06/2025, including several large blocks (for example, 110,600 shares sold on 07/24/2025 for 1156876). The filer certifies no undisclosed material adverse information and notes the securities were originally paid with stock on 12/02/2021.
Hagerty, Inc. filed a Form 144 disclosing a proposed sale of 3,024 common shares with an aggregate market value of $36,318, to be sold through Merrill Lynch on 10/06/2025 on the NYSE. The filing states these shares were originally acquired on 12/02/2021 as part of a PIPE financing connected to the business combination with Hagerty, showing the securities were paid in stock.
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 07/24/2025, 99,766 shares on 07/09/2025, and 62,500 shares on 08/29/2025. The filing records 90,942,223 shares outstanding for the issuer, and the filer represents compliance with Rule 144 and absence of undisclosed material adverse information.
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 10/02/2025 at a weighted average price of $11.98, and 3,024 shares on 10/06/2025 at a weighted average price of $12.01. A further disposition of 67,302 shares is reported without an accompanying price or date. After the two dated transactions, the report lists 1,108,539 shares held indirectly by Aldel LLC; earlier in the filing the indirect holding is shown as 1,111,563 following the first sale. The filer states the transactions were effected under a 10b5-1 trading plan adopted on 08/09/2024 and disclaims beneficial ownership of Aldel LLC holdings except for pecuniary interest. The filing is signed by a power of attorney on 10/06/2025. Note: one disposal line (67,302 shares) lacks a reported execution date and price in the form.
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.