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鈥檛 a typical insurer鈥攊t blends specialty vehicle coverage, valuation data, auctions, and the Hagerty Drivers Club into one ecosystem. That mix makes Hagerty鈥檚 SEC disclosures a rich source for details on loss ratios, membership growth, and auction margins that rarely surface elsewhere. If you have ever typed 鈥淗agerty SEC filings explained simply鈥� or wondered how founder-led strategy shows up in a 10-K, you鈥檙e 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. AG真人官方-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鈥攕aving you time while improving decision quality.
Hagerty Holding Corp. filed a Form 4 reporting transactions dated 08/07/2025. The filing states that 8,245,000 shares of Class A common stock were issued to the reporting person in exchange for an equal number of Paired Interests surrendered under the Amended and Restated Exchange Agreement dated December 2, 2021 (as amended March 23, 2022).
The same Form 4 also records a reported sale (transaction code S) of 8,245,000 Class A shares on 08/07/2025 at a price of $8.9197 per share, showing 0 shares beneficially owned following that sale. The filing explains a Paired Interest consists of one Class V common share and one OpCo LLC unit and may be exchanged for a Class A share or, at the issuer's option, cash; Paired Interests have no expiration date.
Hagerty, Inc. (HGTY) 鈥� 9.7 M-share secondary offering The prospectus supplement registers 9,700,000 Class A shares (plus a 1,455,000-share option) to be sold by Hagerty Holding Corp. (HHC) and Aldel LLC at $9.34, raising $90.6 M for the sellers. Hagerty receives no proceeds; HHC will use its $76.5 M net after-tax cash to redeem shares for the estate of Kim Hagerty. Settlement is set for 11 Aug 2025.
Following the exchange of paired OpCo units, the public float rises to ~99.0 M Class A shares while 242.8 M Class V shares (10 votes each) remain outstanding; insiders will still control ~96 % of aggregate voting power, so HGTY retains NYSE 鈥渃ontrolled company鈥� status. The company is an emerging-growth filer under the JOBS Act.
Strategic updates 鈥� A non-binding LOI with Markel would shift 100 % of underwriting risk to Hagerty Re (vs. 80 % today) for a 2 % fronting fee, aiming to boost margins from Q1-26 once definitive documents and regulatory approvals are secured. 鈥� The new 鈥淓nthusiast+鈥� policy, launched in Colorado Q3-25 via Drivers Edge, targets modern collectible vehicles with higher premiums and rollout planned nationwide over 3-4 yrs.
Snapshot Insures 2.7 M vehicles; >900 k Drivers Club members; Hagerty Re equity $294 M, trailing-12-m ROE 20.9 %. US TAM estimated at $19 B premiums. Public offer price implies an 11 % discount to the 5 Aug close ($11.12).
Key risks secondary sale increases supply without funding growth; dual-class governance; execution and regulatory risk around the Markel fronting deal; higher loss ratios expected for Enthusiast+.
Hagerty, Inc. (HGTY) posted another growth quarter. Q2-25 revenue climbed 17.7% YoY to $368.7 million driven by double-digit gains across all lines: commission & fee +10.6%, earned premium +12.8%, and membership/marketplace/other +77.8%. Operating income rose 25.3% to $47.7 million as scale offset higher salaries (+11.0%) and sales expense (+40.4%). Net income improved 10.7% to $47.2 million; however, the large non-controlling interest share kept diluted EPS flat at $0.09.
Six-month results highlight sustained momentum. Revenue reached $688.3 million (+17.7%), operating income $73.4 million (+46.0%) and net income $74.5 million (+46.5%). Cash and cash equivalents grew to $140.3 million, while restricted cash rose to $190.3 million, taking total liquidity to $330.6 million. Total assets expanded 19% YTD to $2.04 billion. Leverage increased: long-term debt jumped 46% to $153.4 million, and operating cash flow fell 20% YoY to $97.7 million, reflecting higher working-capital needs (receivables, deferred acquisition costs). Preferred stock accretion and dividends ($7.5 million YTD) continue to weigh on Class A equity. Overall, Hagerty is growing rapidly in core MGA insurance and newer marketplace businesses, but investors should monitor rising expense intensity, leverage and cash-flow conversion.
Hagerty, Inc. (HGTY) 鈥� Form 144 filing
Robert I. Kauffman, acting through Aldel LLC, filed a Form 144 to sell up to 4,000 common shares (approx. $43,147) on or about 28 Jul 2025 via Merrill Lynch on the NYSE. The shares were originally acquired on 2 Dec 2021 in the PIPE financing that accompanied Hagerty鈥檚 de-SPAC business combination.
The notice also details 57 prior open-market sales from 24 Apr to 25 Jul 2025 totaling roughly 912,500 shares for cumulative proceeds of about $9鈥�10 million, including a single block of 110,600 shares on 24 Jul 2025. Hagerty lists 90.7 million shares outstanding, so the disclosed sales represent just under 1 % of the public float.
While the additional 4 k-share sale is immaterial in isolation, the sustained pace and size of recent insider disposals could weigh on investor sentiment and near-term trading dynamics.
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