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[8-K] Hagerty, Inc. Reports Material Event

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Rhea-AI Filing Summary

Hagerty, Inc. (NYSE: HGTY) filed an 8-K dated August 4 2025 reporting the release of its financial results for the quarter and six months ended June 30 2025. Under Item 2.02, the company furnished a letter to stockholders and an accompanying press release (Exhibits 99.1 and 99.2) that contain the detailed results. Management will host a conference call on the same day to discuss the performance.

Under Item 7.01, Hagerty posted an investor presentation to its IR website and furnished it as Exhibit 99.3. The filing reminds investors that Hagerty regularly uses its IR webpage, press releases, SEC filings, and public webcasts to disseminate material information and comply with Regulation FD.

The company specifies that information in Items 2.02 and 7.01—along with Exhibits 99.1, 99.2, and 99.3—is being furnished and shall not be deemed “f¾±±ô±ð»åâ€� for liability purposes under the Exchange Act or incorporated by reference into other filings unless expressly stated.

Hagerty, Inc. (NYSE: HGTY) ha presentato un 8-K datato 4 agosto 2025 comunicando la pubblicazione dei risultati finanziari per il trimestre e i sei mesi terminati il 30 giugno 2025. Ai sensi del punto 2.02, la società ha fornito una lettera agli azionisti e un comunicato stampa allegati (Esibizioni 99.1 e 99.2) con i dettagli dei risultati. La direzione terrà una conference call nello stesso giorno per discutere le performance.

Secondo il punto 7.01, Hagerty ha pubblicato una presentazione per investitori sul suo sito IR e l'ha fornita come Esibizione 99.3. Il documento ricorda agli investitori che Hagerty utilizza regolarmente la sua pagina IR, comunicati stampa, documenti SEC e webcast pubblici per diffondere informazioni rilevanti e rispettare il Regolamento FD.

La società specifica che le informazioni contenute nei punti 2.02 e 7.01 â€� insieme alle Esibizioni 99.1, 99.2 e 99.3 â€� sono fornite e non devono essere considerate “d±ð±è´Ç²õ¾±³Ù²¹³Ù±ðâ€� ai fini di responsabilità secondo l’Exchange Act né incorporate per riferimento in altri documenti, salvo diversa espressa indicazione.

Hagerty, Inc. (NYSE: HGTY) presentó un 8-K fechado el 4 de agosto de 2025 informando la publicación de sus resultados financieros para el trimestre y los seis meses terminados el 30 de junio de 2025. Bajo el Ãtem 2.02, la compañía proporcionó una carta a los accionistas y un comunicado de prensa adjuntos (Exhibiciones 99.1 y 99.2) con los detalles de los resultados. La dirección realizará una conferencia telefónica el mismo día para analizar el desempeño.

Bajo el Ãtem 7.01, Hagerty publicó una presentación para inversores en su sitio web de IR y la entregó como Exhibición 99.3. El documento recuerda a los inversores que Hagerty utiliza regularmente su página IR, comunicados de prensa, presentaciones ante la SEC y transmisiones públicas para difundir información importante y cumplir con el Reglamento FD.

La empresa especifica que la información en los Ãtems 2.02 y 7.01 â€� junto con las Exhibiciones 99.1, 99.2 y 99.3 â€� se proporciona y no debe considerarse ‼õ°ù±ð²õ±ð²Ô³Ù²¹»å²¹â€� para efectos de responsabilidad bajo la Exchange Act ni incorporada por referencia en otros documentos, a menos que se indique expresamente lo contrario.

Hagerty, Inc. (NYSE: HGTY)ëŠ� 2025ë…� 8ì›� 4ì� ìžë¡œ 8-K 보고서를 제출하여 2025ë…� 6ì›� 30ì� 종료ë� 분기 ë°� 반기 재무 ê²°ê³¼ë¥� 발표했습니다. 항목 2.02ì—� ë”°ë¼ íšŒì‚¬ëŠ� 주주들ì—ê²� ë³´ë‚´ëŠ� 서한ê³� 함께 ë³´ë„ìžë£Œ(ì¦ê±°ë¬� 99.1 ë°� 99.2)ë¥� 제공하여 ìƒì„¸í•� ê²°ê³¼ë¥� í¬í•¨í–ˆìŠµë‹ˆë‹¤. ê²½ì˜ì§„ì€ ê°™ì€ ë‚� 실ì ì—� 대í•� ë…¼ì˜í•˜ê¸° 위한 컨í¼ëŸ°ìФ ì½œì„ ê°œìµœí•� 예정입니ë‹�.

항목 7.01ì—� ë”°ë¼ HagertyëŠ� IR 웹사ì´íЏì—� 투ìžìž� 프레젠테ì´ì…˜ì� 게시하고 ì´ë¥¼ ì¦ê±°ë¬� 99.3으로 제출했습니다. ì� 제출 서류ëŠ� 투ìžìžë“¤ì—게 Hagertyê°€ 정기ì ìœ¼ë¡� IR 웹페ì´ì§€, ë³´ë„ìžë£Œ, SEC 제출 서류 ë°� 공개 웹ìºìŠ¤íŠ¸ë¥� 통해 중요 ì •ë³´ë¥� ë°°í¬í•˜ê³  Regulation FDë¥� 준수함ì� ìƒê¸°ì‹œí‚µë‹ˆë‹¤.

회사ëŠ� 항목 2.02 ë°� 7.01ì� 정보와 ì¦ê±°ë¬� 99.1, 99.2, 99.3ì� 제공ë˜ëŠ” 것ì´ë©�, 명시ì ìœ¼ë¡� 언급ë˜ì§€ 않는 í•� Exchange Actì—� 따른 ì±…ìž„ 목ì ìƒ� ‘제출ëœâ€� 것으ë¡� 간주ë˜ê±°ë‚� 다른 제출 문서ì—� 참조ë¡� í¬í•¨ë˜ì§€ 않는다고 명시했습니다.

Hagerty, Inc. (NYSE : HGTY) a déposé un 8-K daté du 4 août 2025 annonçant la publication de ses résultats financiers pour le trimestre et les six mois clos le 30 juin 2025. En vertu de l'article 2.02, la société a fourni une lettre aux actionnaires ainsi qu'un communiqué de presse accompagnant (Exhibits 99.1 et 99.2) contenant les résultats détaillés. La direction tiendra une conférence téléphonique le même jour pour discuter des performances.

Conformément à l'article 7.01, Hagerty a publié une présentation aux investisseurs sur son site IR et l’a fournie en tant qu’Exhibit 99.3. Le dépôt rappelle aux investisseurs que Hagerty utilise régulièrement sa page IR, ses communiqués de presse, ses dépôts auprès de la SEC et ses webcasts publics pour diffuser des informations importantes et se conformer au Règlement FD.

La société précise que les informations des articles 2.02 et 7.01 � ainsi que les Exhibits 99.1, 99.2 et 99.3 � sont fournies et ne doivent pas être considérées comme « déposées » aux fins de responsabilité en vertu du Exchange Act ni incorporées par référence dans d’autres dépôts, sauf indication expresse contraire.

Hagerty, Inc. (NYSE: HGTY) hat am 4. August 2025 ein 8-K eingereicht, in dem die Veröffentlichung der Finanzergebnisse für das Quartal und die sechs Monate zum 30. Juni 2025 gemeldet wird. Unter Punkt 2.02 stellte das Unternehmen einen Brief an die Aktionäre sowie eine begleitende Pressemitteilung (Anlagen 99.1 und 99.2) bereit, die die detaillierten Ergebnisse enthalten. Das Management wird am selben Tag eine Telefonkonferenz abhalten, um die Leistung zu besprechen.

Unter Punkt 7.01 veröffentlichte Hagerty eine ±õ²Ô±¹±ð²õ³Ù´Ç°ù-±Ê°ùä²õ±ð²Ô³Ù²¹³Ù¾±´Ç²Ô auf seiner IR-Website und reichte diese als Anlage 99.3 ein. Die Einreichung erinnert Investoren daran, dass Hagerty regelmäßig seine IR-Webseite, Pressemitteilungen, SEC-Einreichungen und öffentliche Webcasts nutzt, um wesentliche Informationen zu verbreiten und die Regulation FD einzuhalten.

Das Unternehmen stellt klar, dass die Informationen in den Punkten 2.02 und 7.01 â€� zusammen mit den Anlagen 99.1, 99.2 und 99.3 â€� bereitgestellt werden und nicht als „e¾±²Ô²µ±ð°ù±ð¾±³¦³ó³Ùâ€� im Sinne der Haftung nach dem Exchange Act gelten oder in andere Einreichungen durch Verweis aufgenommen werden, sofern dies nicht ausdrücklich angegeben ist.

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Insights

TL;DR: Routine 8-K furnishing Q2 results; no figures disclosed, neutral market impact.

This 8-K is largely procedural. It alerts investors to Hagerty’s release of Q2 2025 results and related materials but withholds the actual metrics from the filing body. Because no revenue, earnings, or guidance data are included here, valuation implications cannot be assessed from this document alone. The call and posted deck will carry the actionable information. From a trading standpoint, the filing itself is neutral; investors must consult the attached exhibits or webcast for numbers.

TL;DR: Filing fulfills Reg FD by directing investors to exhibits and IR site; standard practice, no material deviation.

The company complies with SEC rules by furnishing—not filing—Items 2.02 and 7.01, thus limiting Exchange Act liability for forward-looking statements. Listing the IR website as a channel for material info is consistent with SEC guidance. Overall, the disclosure structure is conventional and should meet statutory requirements without triggering additional obligations. Impact on corporate governance or legal exposure is minimal.

Hagerty, Inc. (NYSE: HGTY) ha presentato un 8-K datato 4 agosto 2025 comunicando la pubblicazione dei risultati finanziari per il trimestre e i sei mesi terminati il 30 giugno 2025. Ai sensi del punto 2.02, la società ha fornito una lettera agli azionisti e un comunicato stampa allegati (Esibizioni 99.1 e 99.2) con i dettagli dei risultati. La direzione terrà una conference call nello stesso giorno per discutere le performance.

Secondo il punto 7.01, Hagerty ha pubblicato una presentazione per investitori sul suo sito IR e l'ha fornita come Esibizione 99.3. Il documento ricorda agli investitori che Hagerty utilizza regolarmente la sua pagina IR, comunicati stampa, documenti SEC e webcast pubblici per diffondere informazioni rilevanti e rispettare il Regolamento FD.

La società specifica che le informazioni contenute nei punti 2.02 e 7.01 â€� insieme alle Esibizioni 99.1, 99.2 e 99.3 â€� sono fornite e non devono essere considerate “d±ð±è´Ç²õ¾±³Ù²¹³Ù±ðâ€� ai fini di responsabilità secondo l’Exchange Act né incorporate per riferimento in altri documenti, salvo diversa espressa indicazione.

Hagerty, Inc. (NYSE: HGTY) presentó un 8-K fechado el 4 de agosto de 2025 informando la publicación de sus resultados financieros para el trimestre y los seis meses terminados el 30 de junio de 2025. Bajo el Ãtem 2.02, la compañía proporcionó una carta a los accionistas y un comunicado de prensa adjuntos (Exhibiciones 99.1 y 99.2) con los detalles de los resultados. La dirección realizará una conferencia telefónica el mismo día para analizar el desempeño.

Bajo el Ãtem 7.01, Hagerty publicó una presentación para inversores en su sitio web de IR y la entregó como Exhibición 99.3. El documento recuerda a los inversores que Hagerty utiliza regularmente su página IR, comunicados de prensa, presentaciones ante la SEC y transmisiones públicas para difundir información importante y cumplir con el Reglamento FD.

La empresa especifica que la información en los Ãtems 2.02 y 7.01 â€� junto con las Exhibiciones 99.1, 99.2 y 99.3 â€� se proporciona y no debe considerarse ‼õ°ù±ð²õ±ð²Ô³Ù²¹»å²¹â€� para efectos de responsabilidad bajo la Exchange Act ni incorporada por referencia en otros documentos, a menos que se indique expresamente lo contrario.

Hagerty, Inc. (NYSE: HGTY)ëŠ� 2025ë…� 8ì›� 4ì� ìžë¡œ 8-K 보고서를 제출하여 2025ë…� 6ì›� 30ì� 종료ë� 분기 ë°� 반기 재무 ê²°ê³¼ë¥� 발표했습니다. 항목 2.02ì—� ë”°ë¼ íšŒì‚¬ëŠ� 주주들ì—ê²� ë³´ë‚´ëŠ� 서한ê³� 함께 ë³´ë„ìžë£Œ(ì¦ê±°ë¬� 99.1 ë°� 99.2)ë¥� 제공하여 ìƒì„¸í•� ê²°ê³¼ë¥� í¬í•¨í–ˆìŠµë‹ˆë‹¤. ê²½ì˜ì§„ì€ ê°™ì€ ë‚� 실ì ì—� 대í•� ë…¼ì˜í•˜ê¸° 위한 컨í¼ëŸ°ìФ ì½œì„ ê°œìµœí•� 예정입니ë‹�.

항목 7.01ì—� ë”°ë¼ HagertyëŠ� IR 웹사ì´íЏì—� 투ìžìž� 프레젠테ì´ì…˜ì� 게시하고 ì´ë¥¼ ì¦ê±°ë¬� 99.3으로 제출했습니다. ì� 제출 서류ëŠ� 투ìžìžë“¤ì—게 Hagertyê°€ 정기ì ìœ¼ë¡� IR 웹페ì´ì§€, ë³´ë„ìžë£Œ, SEC 제출 서류 ë°� 공개 웹ìºìŠ¤íŠ¸ë¥� 통해 중요 ì •ë³´ë¥� ë°°í¬í•˜ê³  Regulation FDë¥� 준수함ì� ìƒê¸°ì‹œí‚µë‹ˆë‹¤.

회사ëŠ� 항목 2.02 ë°� 7.01ì� 정보와 ì¦ê±°ë¬� 99.1, 99.2, 99.3ì� 제공ë˜ëŠ” 것ì´ë©�, 명시ì ìœ¼ë¡� 언급ë˜ì§€ 않는 í•� Exchange Actì—� 따른 ì±…ìž„ 목ì ìƒ� ‘제출ëœâ€� 것으ë¡� 간주ë˜ê±°ë‚� 다른 제출 문서ì—� 참조ë¡� í¬í•¨ë˜ì§€ 않는다고 명시했습니다.

Hagerty, Inc. (NYSE : HGTY) a déposé un 8-K daté du 4 août 2025 annonçant la publication de ses résultats financiers pour le trimestre et les six mois clos le 30 juin 2025. En vertu de l'article 2.02, la société a fourni une lettre aux actionnaires ainsi qu'un communiqué de presse accompagnant (Exhibits 99.1 et 99.2) contenant les résultats détaillés. La direction tiendra une conférence téléphonique le même jour pour discuter des performances.

Conformément à l'article 7.01, Hagerty a publié une présentation aux investisseurs sur son site IR et l’a fournie en tant qu’Exhibit 99.3. Le dépôt rappelle aux investisseurs que Hagerty utilise régulièrement sa page IR, ses communiqués de presse, ses dépôts auprès de la SEC et ses webcasts publics pour diffuser des informations importantes et se conformer au Règlement FD.

La société précise que les informations des articles 2.02 et 7.01 � ainsi que les Exhibits 99.1, 99.2 et 99.3 � sont fournies et ne doivent pas être considérées comme « déposées » aux fins de responsabilité en vertu du Exchange Act ni incorporées par référence dans d’autres dépôts, sauf indication expresse contraire.

Hagerty, Inc. (NYSE: HGTY) hat am 4. August 2025 ein 8-K eingereicht, in dem die Veröffentlichung der Finanzergebnisse für das Quartal und die sechs Monate zum 30. Juni 2025 gemeldet wird. Unter Punkt 2.02 stellte das Unternehmen einen Brief an die Aktionäre sowie eine begleitende Pressemitteilung (Anlagen 99.1 und 99.2) bereit, die die detaillierten Ergebnisse enthalten. Das Management wird am selben Tag eine Telefonkonferenz abhalten, um die Leistung zu besprechen.

Unter Punkt 7.01 veröffentlichte Hagerty eine ±õ²Ô±¹±ð²õ³Ù´Ç°ù-±Ê°ùä²õ±ð²Ô³Ù²¹³Ù¾±´Ç²Ô auf seiner IR-Website und reichte diese als Anlage 99.3 ein. Die Einreichung erinnert Investoren daran, dass Hagerty regelmäßig seine IR-Webseite, Pressemitteilungen, SEC-Einreichungen und öffentliche Webcasts nutzt, um wesentliche Informationen zu verbreiten und die Regulation FD einzuhalten.

Das Unternehmen stellt klar, dass die Informationen in den Punkten 2.02 und 7.01 â€� zusammen mit den Anlagen 99.1, 99.2 und 99.3 â€� bereitgestellt werden und nicht als „e¾±²Ô²µ±ð°ù±ð¾±³¦³ó³Ùâ€� im Sinne der Haftung nach dem Exchange Act gelten oder in andere Einreichungen durch Verweis aufgenommen werden, sofern dies nicht ausdrücklich angegeben ist.

0001840776false00018407762025-08-042025-08-04

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The Securities Exchange Act of 1934

August 4, 2025
Date of Report (date of earliest event reported)

HAGERTY, INC.
(Exact name of registrant as specified in its charter)
Delaware
001-40244
86-1213144
(State or other jurisdiction of incorporation or organization)
(Commission File Number)
(I.R.S. Employer
Identification No.)

121 Drivers Edge
Traverse City, Michigan 49684
(Address of principal executive offices and zip code)

(800) 922-4050
Registrant's telephone number, including area code

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading SymbolsName of each exchange on which registered
Class A common stock, par value $0.0001 per shareHGTYThe New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.




ITEM 2.02     Results of Operations and Financial Condition

On August 4, 2025, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended June 30, 2025 by issuing a letter to its stockholders and a press release. The Company will also be holding a conference call on August 4, 2025 to discuss its financial results for the three and six months ended June 30, 2025. The full text of the Company's letter to its stockholders and press release are attached hereto as Exhibit 99.1 and Exhibit 99.2, respectively.

ITEM 7.01    Regulation FD Disclosure

On August 4, 2025, the Company posted to the investor relations page of its website an investor presentation expected to be used by the Company in connection with certain future presentations to investors and others. A copy of the investor presentation is attached as Exhibit 99.3 to this Current Report on Form 8-K.

The Company uses its investor relations website as a means of disclosing material non-public information, announcing upcoming investor conferences and for complying with its disclosure obligations under Regulation FD. Accordingly, investors should monitor the Company's investor relations website in addition to following its press releases, SEC filings and public conference calls and webcasts.

The information contained in Item 2.02 and Item 7.01 of this Current Report on Form 8-K, including Exhibits 99.1, 99.2 and 99.3, shall not be deemed to be "filed" for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act") or otherwise subject to the liabilities of that section, nor shall it be incorporated by reference into a filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits

Exhibit No.Description
99.1
Letter to Stockholders, dated August 4, 2025
99.2
Press Release, dated August 4, 2025
99.3
Investor Presentation, dated August 4, 2025
104Cover Page Interactive Data File (formatted as Inline XBRL)



SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.


HAGERTY, INC.
/s/ Diana M. Chafey
Date: August 4, 2025
Diana M. Chafey
Chief Legal Officer

FAQ

When will Hagerty (HGTY) host its Q2 2025 earnings conference call?

The company scheduled the call for August 4, 2025, the same day the 8-K was filed.

Which exhibits accompany Hagerty’s August 4 2025 8-K filing?

99.1 Stockholder letter, 99.2 press release, 99.3 investor presentation, and 104 cover page iXBRL file.

What items are covered in the Hagerty 8-K dated August 4 2025?

The filing includes Item 2.02 (Results of Operations & Financial Condition) and Item 7.01 (Regulation FD Disclosure).

Is the information in Items 2.02 and 7.01 considered filed with the SEC?

No. Hagerty states the information is being furnished, not filed, and therefore is not subject to Section 18 liability.

Where can investors access Hagerty’s investor presentation?

It is available on the company’s investor relations website and furnished as Exhibit 99.3 to this 8-K.
HAGERTY INC

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