Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | President of Insurance | July 01, 2026 | July 02, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Hagerty, Inc.
Report date July 01, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 157,135 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Tax withholding · Disposed 4,892 · Balance 157,135 F1: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to the RSU Agreement between the Issuer and the Reporting Person dated as of July 1, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to the RSU Agreement between the Issuer and the Reporting Person dated as of July 1, 2024.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2026 Filed Jul 2, 2026 20:47 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 4,892 | $12.06 | $58,997.52 |
DisclosureSEC source: 0001628280-26-046994 · wk-form4_1783025243.xml · nonDerivative · entry 1 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 157,135 F1 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to the RSU Agreement between the Issuer and the Reporting Person dated as of July 1, 2024. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 18:47 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 9,899 | $10.66 | $105,523.34 |
DisclosureSEC source: 0001628280-26-023583 · wk-form4_1775242053.xml · nonDerivative · entry 2 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,027 F2 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of RSUs pursuant to various RSU award agreements. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 18:47 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 46,297 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023583 · wk-form4_1775242053.xml · nonDerivative · entry 1 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,926 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2029, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 22:06 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 3,209 | $10.15 | $32,571.35 |
DisclosureSEC source: 0001840776-25-000188 · wk-form4_1751493971.xml · nonDerivative · entry 1 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,629 F1 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of restricted stock units ("RSUs") pursuant to the RSU Agreement between the Issuer and the Reporting Person dated as of July 1, 2024. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 5,617 | $9.08 | $51,002.36 |
DisclosureSEC source: 0001840776-25-000101 · wk-form4_1743715641.xml · nonDerivative · entry 2 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,838 F2 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of RSUs pursuant to various RSU award agreements. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 53,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000101 · wk-form4_1743715641.xml · nonDerivative · entry 1 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,455 F1 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. ("Class A Common Stock") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on April 1, 2028, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement terminations, or a change of control of the Issuer. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 19:51 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 46,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-24-000141 · wk-form4_1720036278.xml · nonDerivative · entry 2 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,528 F2 · shares: Represents shares of Class A Common Stock of Hagerty, Inc. underlying RSUs acquired by the Reporting Person under the Plan. The RSUs vest in equal amounts on April 1, 2025, and each annual-anniversary ending on April 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 19:51 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 33,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-24-000141 · wk-form4_1720036278.xml · nonDerivative · entry 1 Briglia Jeffrey Edward · CIK 0002025736 · President of Insurance 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,653 F1 · shares: Represents shares of Class A Common Stock ("Class A Common Stock") of Hagerty, Inc. (the "Issuer") underlying restricted stock units ("RSUs") acquired by the Reporting Person under the Hagerty, Inc. 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending on July 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.