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) 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.
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.
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.
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.