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) filed a Form 144 reporting a proposed sale of 17,622 shares of common stock through Merrill Lynch (225 Liberty St, New York) with an aggregate market value of $219,570 and an approximate sale date of 09/16/2025. The filing identifies the seller as Aldel LLC/Robert I. Kauffman and shows the securities were originally acquired by Aldel LLC on 12/02/2021 as part of a PIPE financing tied to Hagerty’s business combination.
The filing also lists numerous prior open-market sales by Robert I. Kauffman/Aldel LLC between 06/16/2025 and 09/15/2025, with individual sale amounts and gross proceeds recorded. The notice includes the standard representation that the seller is unaware of undisclosed material adverse information.
Hagerty, Inc. (HGTY) Form 144: The filer notifies a proposed sale of 11,433 common shares through Merrill Lynch with an aggregate market value of $146,228, against 90,942,223 shares outstanding, with an approximate sale date of 09/15/2025. The filing states the shares were originally acquired on 12/02/2021 by Aldel LLC as part of a PIPE connected to Hagerty’s business combination, and that Aldel LLC received 3,500,000 shares on that date. The notice also lists multiple common-stock sales by Robert I. Kauffman/Aldel LLC between 06/16/2025 and 09/03/2025, with individual transactions and gross proceeds shown (examples include 110,600 shares on 07/24/2025 for $1,156,876 and 41,669 shares on 09/03/2025 for $471,276). The filer certifies no undisclosed material adverse information.
Robert I. Kauffman, a director of Hagerty, Inc. (HGTY), reported sales of Class A common stock on 09/08/2025. The Form 4 shows a sale of 38,085 shares executed pursuant to a Rule 10b5-1 trading plan adopted August 9, 2024, at a weighted average price of $12.01 (trade prices ranged $11.91–$12.09). The filing also lists a separate disposition of 67,302 Class A shares on the same date. After the reported transactions, 1,250,444 shares are beneficially owned indirectly by Aldel LLC, for which Kauffman is manager and has voting and investment discretion, though he disclaims beneficial ownership except for his pecuniary interest.
Hagerty, Inc. (HGTY) Form 144 notice reports a proposed sale of 38,085 common shares with an aggregate market value of $457,400.00, intended to be sold on 09/08/2025 on the NYSE through Merrill Lynch. The filing states the shares were originally acquired on 12/02/2021 by Aldel LLC as part of a PIPE transaction disclosed in an 8-K, with 3,500,000 shares noted as acquired on that date. The document also lists numerous open-market sales by Robert I. Kauffman/Aldel LLC between 06/02/2025 and 09/03/2025, including multiple large blocks (for example, a sale of 110,600 shares on 07/24/2025 with gross proceeds of $1,156,876.00). The filer certifies no undisclosed material adverse information and follows Rule 144 disclosure requirements.
Hagerty, Inc. (HGTY) director Anthony J. Kuczinski purchased 1,000 shares of Class A common stock on 09/05/2025 at a weighted average price of $11.62 per share. Following the transaction, the reporting person beneficially owned 28,277 shares. The Form 4 filing discloses the purchase was executed in multiple trades with prices ranging from $11.57 to $11.65 and that the reported price is the weighted average.
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.