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 isn’t a typical insurer—it blends specialty vehicle coverage, valuation data, auctions, and the Hagerty Drivers Club into one ecosystem. That mix makes Hagerty’s SEC disclosures a rich source for details on loss ratios, membership growth, and auction margins that rarely surface elsewhere. If you have ever typed “Hagerty SEC filings explained simply� or wondered how founder-led strategy shows up in a 10-K, you’re in the right place.
What each filing reveals: the annual report (Hagerty annual report 10-K simplified) breaks out underwriting profitability and subscriber retention; the quarterly update (Hagerty quarterly earnings report 10-Q filing) tracks claims trends and new revenue streams; Form 8-K keeps you informed of acquisitions and concours expansions (Hagerty 8-K material events explained); and the proxy statement discloses incentive pay linked to loss ratio targets (Hagerty proxy statement executive compensation). Need to stay ahead of executive moves? Our feed delivers Hagerty insider trading Form 4 transactions and Hagerty executive stock transactions Form 4 within minutes, plus context on what those trades may signal.
How Stock Titan helps: AI-powered summaries turn dense paragraphs into plain-English takeaways, so understanding Hagerty SEC documents with AI takes minutes, not hours. AGÕæÈ˹ٷ½-time EDGAR monitoring posts every 10-Q, 10-K, 8-K, S-1, and Hagerty Form 4 insider transactions real-time as they land. Interactive tools compare segments quarter over quarter, flag unusual reserves, and surface trends for quick Hagerty earnings report filing analysis.
Whether you track combined ratios, membership churn, or insider buying ahead of auctions, this page provides complete, up-to-the-second coverage—saving you time while improving decision quality.
Hagerty, Inc. (HGTY) � Form 144 filing dated 10 July 2025
Robert I. Kauffman, acting through Aldel LLC, filed a Form 144 giving notice of intent to sell 41,239 common shares of Hagerty, Inc. on or about 07/10/2025. At the 07/09/2025 closing price implied by the filing, the transaction is valued at $416,514 and represents roughly 0.05 % of the company’s 90.7 million shares outstanding. The proposed sale will be executed through Merrill Lynch on the NYSE.
The filing also discloses extensive insider activity over the prior three-month period: Kauffman/Aldel sold â‰�542,700 shares for â‰�$5.35&²Ô²ú²õ±è;³¾¾±±ô±ô¾±´Ç²Ô in gross proceeds between 24 April and 09 July 2025. While these dispositions equate to only about 0.6 % of shares outstanding, they may signal continued, methodical reduction of the filer’s position following the 2021 business-combination PIPE in which Aldel acquired 3.5 million shares.
No operational or earnings data accompany the notice—Form 144 is strictly a disclosure of a planned sale. Investors typically monitor such filings to gauge insider sentiment and potential supply overhang. Given the modest size relative to Hagerty’s float, immediate price impact is expected to be limited; nevertheless, the cumulative selling trend could weigh on sentiment if it persists.
Vor Biopharma Inc. (NASDAQ: VOR) � Schedule 13D/A Amendment No. 2 filed 9 July 2025
Venture investor 5AM Ventures and related entities disclosed that they reduced their collective beneficial ownership below the 5 % reporting threshold. Following open-market sales on 8 July 2025, the group now controls 4,422,863 common shares, equal to 3.5 % of VOR’s 124,959,520 shares outstanding (per the issuer’s 14 May 2025 10-Q).
Key transaction details: 5AM Ventures VI, L.P. sold 1,400,444 shares and 5AM Opportunities I, L.P. sold 538,416 shares, for a combined 1,938,860 shares at prices ranging from $2.40�$3.00 (weighted-average $2.4568). After the sales, individual holdings are:
- 5AM Ventures VI, L.P.: 3,194,645 shares (2.6 %) � shared voting/dispositive power
- 5AM Opportunities I, L.P.: 1,228,218 shares (1.0 %) � shared voting/dispositive power
- Managing members Andrew J. Schwab & Dr. Kush Parmar share control over the full 4.42 M shares
Implications: The filing confirms that the venture group is no longer classified as an “insider� under the 5 % threshold, potentially reducing governance influence. The sizable sale may create temporary supply pressure, but the funds retain a meaningful 3.5 % position, signalling continued (albeit reduced) exposure to VOR’s clinical pipeline.
Pursuit Attractions & Hospitality, Inc., a subsidiary of Viad Corp (NYSE: VVI), filed an 8-K to disclose that on July 1, 2025 it entered into a definitive agreement to acquire 100 % of Inversiones TurÃsticas Arenal, S.A. (ITA), owner-operator of the Tabacón Thermal Resort & Spa in Arenal, Costa Rica.
Key transaction terms
- Purchase price: $111.0 million cash, subject to customary post-closing adjustments for indebtedness, deferred revenue, working-capital and escrow-funded indemnities.
- Financing: Fully funded through borrowings under the Company’s revolving credit facility.
- Purchase Agreement: Includes customary representations, warranties, covenants, deductibles, caps and other indemnification limits. Portions of the agreement and schedules were omitted under Reg S-K 601.
The acquisition is expected to add a premium, year-round, experiential resort to Pursuit’s portfolio, aligning with its strategy of owning & operating unique attraction assets. By using its revolver, the Company preserves flexibility but increases leverage until cash flows from the resort materialise.
Exhibits
- Exhibit 10.1 � Share Purchase Agreement (certain portions omitted)
- Exhibit 104 � Cover Page Inline XBRL
No pro-forma financials, earnings guidance or forward-looking statements were included in this filing.
XPEL, Inc. (NASDAQ: XPEL) filed a Form S-8 registration statement with the SEC on 8 July 2025 to register shares that may be issued under the 2025 Equity Incentive Plan and the 2025 Employee Stock Purchase Plan. The filing incorporates by reference the company’s 2024 Form 10-K (filed 28 Feb 2025), Q1 2025 Form 10-Q (filed 9 May 2025) and recent 8-K reports. Standard Nevada indemnification statutes for directors and officers are summarized, and customary undertakings related to future amendments and liability limitations are included. Exhibits cover legal opinions (Jackson Walker L.L.P.), auditor consent (Deloitte & Touche LLP), the power of attorney and the filing-fee calculation table (Exhibit 107.1). No new financial statements, earnings data or strategic transactions are disclosed. The S-8 simply creates the legal framework for issuing equity-based compensation, which may introduce dilution once shares are granted, but the magnitude is not specified in the excerpt provided.
SentinelOne, Inc. (Ticker: S) has filed a Form 144 indicating a planned secondary market sale of Class A common stock.
- Shares to be sold: 32,417 Class A shares
- Estimated market value: $583,506 (implied price � $18.0 per share)
- Planned sale date: 07 / 07 / 2025
- Broker: Raymond James & Associates, 880 Carillon Pkwy, St. Petersburg, FL 33716
- Exchange: NYSE
- Shares outstanding: 318,339,537
- Source of shares: Acquired 05 / 31 / 2019 via a “stock conversion before IPO� from SentinelOne, Inc.
The proposed sale equates to approximately 0.01 % of total shares outstanding, suggesting limited dilution or market impact. No prior sales were reported in the past three months, and the filer attests to possessing no undisclosed material adverse information.
Vital Farms, Inc. (VITL) Form 4 filing dated 07/03/2025 discloses that Executive Chairperson, Director and >10% owner Matthew Ohayer sold an aggregate 30,000 shares of common stock on 07/01/2025 under a previously adopted Rule 10b5-1 trading plan (established 03/14/2025).
The sales were split into two blocks:
- 9,714 shares at a weighted-average price of $38.85
- 20,286 shares at a weighted-average price of $39.32
Post-transaction ownership stands at 6,858,890 directly held shares plus 716,000 shares held by a former spouse over which the reporting person retains voting control but no economic interest. The direct sale represents roughly 0.4% of Mr. Ohayer’s direct stake, leaving him with a sizeable position that continues to exceed the 10% beneficial-ownership threshold.
No derivative security transactions were reported, and no earnings or operational data were included in this filing.
Turtle Beach Corporation has filed a Form 144 indicating that an affiliate intends to sell 2,125 common shares on or about July 3, 2025 through NASDAQ. The proposed trade will be executed via Morgan Stanley Smith Barney LLC and carries an aggregate market value of $30,535.83.
The shares represent roughly 0.01 % of the 20.15 million shares outstanding, a level that is generally viewed as immaterial to the company’s total float. The securities were originally received as restricted stock grants on April 1, 2022 (1,125 shares) and April 1, 2024 (1,000 shares). No other sales by this insider have been reported over the past three months. Because the filing states the seller is unaware of undisclosed material adverse information, the transaction appears to be a routine liquidity event rather than a signal of changing fundamentals.
BlackRock, Inc. has filed Amendment No. 12 to Schedule 13G reporting its beneficial ownership of Polaris Inc. (PII) common stock as of 30 June 2025. The filing reveals that BlackRock holds 6,341,438 shares, equal to 11.3 % of Polaris� outstanding common shares. The asset manager exercises sole voting power over 6,200,509 shares and sole dispositive power over the full 6,341,438 shares, with no shared voting or dispositive authority. BlackRock classifies itself as a holding company (HC) and affirms that the shares are held in the ordinary course of business, not to influence control of the issuer. Various underlying clients may receive dividends or sale proceeds, yet no single client holds more than 5 % of the class. The document is signed by Managing Director Spencer Fleming on 2 July 2025. By remaining above the 5 % reporting threshold, BlackRock continues to rank as a significant institutional shareholder in Polaris.
Rocket Companies, Inc. (RKT) filed a Form 4 disclosing that Chief Operating Officer Heather M. Lovier received a substantial equity grant as part of the company’s Up-C collapse completed on 30 June 2025. The restructuring exchanged each Rock Holdings Inc. voting share for 56.54 newly issued Rocket Class L shares, split evenly between Class L-1 and Class L-2.
- Lovier acquired 1,413,489 Class L-1 and 1,413,490 Class L-2 shares (total � 2.83 million) at $0.00 cost, all held directly.
- Transfer restrictions apply: L-1 shares are non-transferable before 30 June 2026; L-2 before 30 June 2027.
- After the respective lock-ups, each Class L share may be converted, or will automatically convert upon transfer, into one share of Rocket Class A common stock. A mass conversion occurs once Class L voting power drops below 79 % after the later of the two key dates.
- Lovier now reports 642,740 Class A shares (including 421,126 unvested RSUs) in addition to the new Class L holdings.
The filing signals completion of a capital-structure simplification and updates the insider’s beneficial ownership; it does not record any sale of securities, cash compensation, or option exercises.
Form 4 filing overview: Clover Health Investments (CLOV) reported insider activity by Jamie L. Reynoso, listed as “CEO, Medicare Advantage.� On 30 June 2025 Ms. Reynoso earned 217,523 Class A shares through the final tranche of a March 16 2023 performance-based RSU award. To satisfy withholding taxes, the company automatically sold 85,596 shares at $2.79 per share. After the automatic sale, Ms. Reynoso’s direct ownership stands at 3,328,328 Class A shares, up roughly 132 k shares versus the prior balance.
- Nature of transaction: “A� code denotes acquisition from equity award; “F� code denotes shares withheld for taxes—neither represents an open-market trade.
- Cost basis: RSUs were settled at no cash cost to the insider; only the tax-withholding sale carries a market price.
- Alignment impact: The executive retains a sizable equity stake (�3.3 million shares), reinforcing incentive alignment, but no new cash investment was made.
Overall, the filing reflects routine equity-compensation vesting and related tax withholding rather than a discretionary buy or sell decision. Market impact is expected to be neutral barring other catalysts.