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.
Kay Sabrina reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Sabrina Kay received an equity award of 11,871 shares of Class A Common Stock in the form of Restricted Stock Units under the company’s 2021 Equity Incentive Plan. These RSUs vest on April 1, 2027, contingent on her continued service, bringing her direct holdings to 54,173 shares.
Harbert Randall Houston reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Harbert Randall Houston received an equity award in the form of Restricted Stock Units representing 11,871 shares of Class A Common Stock. These RSUs were granted at no cash cost and were issued under the company’s 2021 Equity Incentive Plan as part of his compensation.
The RSUs are scheduled to vest on April 1, 2027, if he continues to provide service to the company, with exceptions for death or disability. Following this grant, Houston now holds 45,832 shares of Class A Common Stock directly, reflecting his ongoing equity stake in Hagerty.
KAUFFMAN ROBERT I reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Robert I. Kauffman received an equity award tied to 11,871 shares of Class A Common Stock on April 1, 2026. These shares are underlying Restricted Stock Units granted at no cash cost to him.
The RSUs vest on April 1, 2027, if he continues serving the company, with exceptions for death or disability. Kauffman now holds 79,173 Class A shares directly and is also manager of Aldel LLC, which holds 748,097 Class A shares, where he disclaims beneficial ownership beyond his pecuniary interest.
SWANSON WILLIAM H reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director William H. Swanson received a grant of 11,871 shares of Class A Common Stock underlying Restricted Stock Units (RSUs) on April 1, 2026. The RSUs were awarded under the company’s 2021 Equity Incentive Plan at no cash purchase price.
The RSUs vest on April 1, 2027, if he continues to serve the company, with exceptions for death or disability. After this grant, he holds 54,173 Class A shares directly and 414,400 Class A shares indirectly through The William and Cheryl Swanson Revocable Trust.
Kuczinski Anthony J reported acquisition or exercise transactions in this Form 4 filing.
Hagerty, Inc. director Anthony J. Kuczinski received an equity grant of 11,871 shares of Class A Common Stock in the form of Restricted Stock Units. The RSUs were awarded at no cash price under Hagerty’s 2021 Equity Incentive Plan.
The RSUs vest on April 1, 2027, as long as Kuczinski continues serving the company, with exceptions for death or disability. After this grant, he directly holds 59,148 shares of Hagerty Class A Common Stock, reflecting his ongoing equity-based compensation and alignment with shareholders.
Hagerty, Inc. President, Hagerty Marketplace, Kenneth Ahn reported a compensation-related equity award and associated tax withholding. He received 23,149 shares of Class A Common Stock in the form of restricted stock units (RSUs) under the 2021 Equity Incentive Plan. These RSUs vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, subject to continued service and certain exceptions. To cover taxes upon RSU vesting, 9,627 shares of Class A Common Stock were withheld at $10.66 per share. Following these transactions, Ahn directly holds 127,115 shares of Class A Common Stock.
Hagerty, Inc. Chief Executive Officer McKeel Hagerty reported a compensation-related share withholding rather than a market trade. On the vesting of restricted stock units, 82,868 shares of Class A Common Stock were withheld at $10.66 per share to cover tax obligations. After this tax-withholding disposition, he directly holds 1,037,740 Class A shares, indicating that this filing reflects routine equity compensation mechanics, not an open-market purchase or sale.
Hagerty, Inc. Chief Human Resources and Chief Administrative Officer Collette Champagne reported routine equity compensation activity involving Class A Common Stock. She received a grant of 23,742 RSU-based shares under Hagerty’s 2021 Equity Incentive Plan, vesting in equal annual installments through April 1, 2029, contingent on continued service or certain separation events.
On the same date, 28,278 shares of Class A Common Stock were withheld at $10.66 per share to satisfy tax obligations upon RSU vesting, which is not an open-market sale. After these transactions, Champagne directly owned 270,207 shares of Class A Common Stock.
Hagerty, Inc. Chief Financial Officer Patrick McClymont reported routine equity compensation and related tax withholding transactions in Class A Common Stock. On April 1, 2026, he acquired 54,013 shares underlying restricted stock units (RSUs) under Hagerty’s 2021 Equity Incentive Plan. These RSUs vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, subject to continued service, with exceptions for death, disability, retirement, or a change of control. The same day, 32,388 shares were withheld to cover taxes upon RSU vesting under various RSU award agreements, a non-market disposition. For the ESPP offering period from October 1, 2025 through March 31, 2026, he also acquired 962 shares through the Employee Stock Purchase Plan at 95% of the closing price on April 1, 2026. Following these transactions, McClymont directly holds 336,794 shares of Hagerty Class A Common Stock.
Hagerty, Inc. Chief Information Officer Russell Andrew Page reported equity compensation activity involving the company’s Class A Common Stock. He acquired 30,865 shares through restricted stock units granted under Hagerty’s 2021 Equity Incentive Plan at no cash cost.
The RSUs vest in equal amounts on each annual anniversary of the grant date through April 1, 2029, as long as he continues serving the company, with special provisions for death, disability, retirement, or a change of control. To cover tax obligations on RSU vesting, 11,146 shares were withheld at $10.66 per share. After these transactions, he directly holds 131,743 Class A shares.