Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | President, Hagerty Marketplace | April 01, 2026 | April 03, 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 April 01, 2026 · Filed April 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 127,115 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Grant · Acquired 23,149 · Balance 136,742 F1: 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. Row 2 · 2026-04-01 · Tax withholding · Disposed 9,627 · Balance 127,115 F2: 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 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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
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 |
|---|---|---|---|---|---|---|
| April 01, 2026 Filed Apr 3, 2026 18:48 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 9,627 | $10.66 | $102,623.82 |
DisclosureSEC source: 0001628280-26-023591 · wk-form4_1775242099.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,115 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 18:48 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 23,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023591 · wk-form4_1775242099.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,742 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 |
| January 26, 2026 Filed Jan 27, 2026 21:38 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionThe Hagerty Group, LLC Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003646 · wk-form4_1769549934.xml · derivative · entry 4 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 775,213 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 50,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 775,213 Released Units. F1 · derivative.exercise_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 50,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 775,213 Released Units. F1 · derivative.expiration_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 50,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 775,213 Released Units. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 21:38 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 50,000 | $12.41 | $620,500.00 |
DisclosureSEC source: 0001628280-26-003646 · wk-form4_1769549934.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 0 F3 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2025. F4 · price: This transaction was executed in multiple trades at prices ranging from $12.30 to $12.67. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 26, 2026 Filed Jan 27, 2026 21:38 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003646 · wk-form4_1769549934.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 50,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 50,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 775,213 Released Units. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionThe Hagerty Group, LLC Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003095 · wk-form4_1769116883.xml · derivative · entry 4 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 825,213 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 50,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 825,213 Released Units. F1 · derivative.exercise_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 50,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 825,213 Released Units. F1 · derivative.expiration_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 50,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 825,213 Released Units. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 50,000 | $12.55 | $627,500.00 |
DisclosureSEC source: 0001628280-26-003095 · wk-form4_1769116883.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 0 F3 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2025. F4 · price: This transaction was executed in multiple trades at prices ranging from $12.38 to $12.67. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 20, 2026 Filed Jan 22, 2026 21:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-003095 · wk-form4_1769116883.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 50,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 50,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 825,213 Released Units. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 12, 2026 Filed Jan 13, 2026 22:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionThe Hagerty Group, LLC Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001989 · wk-form4_1768343230.xml · derivative · entry 7 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 875,213 Underlying: Class A Common Stock · 50,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 1,350 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 925,213 Released Units. F1 · derivative.exercise_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 1,350 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 925,213 Released Units. F1 · derivative.expiration_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 1,350 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 925,213 Released Units. Read SEC document |
| January 12, 2026 Filed Jan 13, 2026 22:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 50,000 | $12.86 | $643,000.00 |
DisclosureSEC source: 0001628280-26-001989 · wk-form4_1768343230.xml · nonDerivative · entry 4 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 0 F3 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2025. F6 · price: This transaction was executed in multiple trades at prices ranging from $12.63 to $12.99. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 12, 2026 Filed Jan 13, 2026 22:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001989 · wk-form4_1768343230.xml · nonDerivative · entry 3 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 50,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 50,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 875,213 Released Units. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 09, 2026 Filed Jan 13, 2026 22:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionThe Hagerty Group, LLC Units · Derivative | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001989 · wk-form4_1768343230.xml · derivative · entry 6 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 925,213 Underlying: Class A Common Stock · 1,350 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 1,350 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 925,213 Released Units. F1 · derivative.exercise_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 1,350 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 925,213 Released Units. F1 · derivative.expiration_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 1,350 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 925,213 Released Units. Read SEC document |
| January 09, 2026 Filed Jan 13, 2026 22:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 1,350 | $13.25 | $17,887.50 |
DisclosureSEC source: 0001628280-26-001989 · wk-form4_1768343230.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 0 F3 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2025. F4 · price: This transaction was executed in multiple trades at prices ranging from $13.25 to $13.26. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 09, 2026 Filed Jan 13, 2026 22:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 1,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001989 · wk-form4_1768343230.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 1,350 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 1,350 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 925,213 Released Units. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 07, 2026 Filed Jan 7, 2026 22:05 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionThe Hagerty Group, LLC Units · Derivative | 24,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001224 · wk-form4_1767823501.xml · derivative · entry 10 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 926,563 Underlying: Class A Common Stock · 24,247 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 164,870 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 961,693 Released Units. F1 · derivative.exercise_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 164,870 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 961,693 Released Units. F1 · derivative.expiration_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 164,870 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 961,693 Released Units. Read SEC document |
| January 07, 2026 Filed Jan 7, 2026 22:05 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 24,247 | $13.08 | $317,150.76 |
DisclosureSEC source: 0001628280-26-001224 · wk-form4_1767823501.xml · nonDerivative · entry 6 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 0 F3 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2025. F8 · price: This transaction was executed in multiple trades at prices ranging from $13.00 to $13.17. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 07, 2026 Filed Jan 7, 2026 22:05 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 24,247 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001224 · wk-form4_1767823501.xml · nonDerivative · entry 5 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 24,247 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 24,247 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 926,563 Released Units. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 06, 2026 Filed Jan 7, 2026 22:05 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionThe Hagerty Group, LLC Units · Derivative | 10,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001224 · wk-form4_1767823501.xml · derivative · entry 9 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 950,810 Underlying: Class A Common Stock · 10,883 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 164,870 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 961,693 Released Units. F1 · derivative.exercise_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 164,870 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 961,693 Released Units. F1 · derivative.expiration_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 164,870 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 961,693 Released Units. Read SEC document |
| January 06, 2026 Filed Jan 7, 2026 22:05 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 10,883 | $12.85 | $139,846.55 |
DisclosureSEC source: 0001628280-26-001224 · wk-form4_1767823501.xml · nonDerivative · entry 4 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 0 F3 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2025. F6 · price: This transaction was executed in multiple trades at prices ranging from $12.75 to $12.96. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 06, 2026 Filed Jan 7, 2026 22:05 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 10,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001224 · wk-form4_1767823501.xml · nonDerivative · entry 3 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 10,883 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 10,883 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 950,810 Released Units. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 22:05 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionThe Hagerty Group, LLC Units · Derivative | 164,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001224 · wk-form4_1767823501.xml · derivative · entry 8 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 961,693 Underlying: Class A Common Stock · 164,870 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 164,870 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 961,693 Released Units. F1 · derivative.exercise_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 164,870 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 961,693 Released Units. F1 · derivative.expiration_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 164,870 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 961,693 Released Units. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 22:05 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 164,870 | $12.79 | $2,108,687.30 |
DisclosureSEC source: 0001628280-26-001224 · wk-form4_1767823501.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 0 F3 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2025. F4 · price: This transaction was executed in multiple trades at prices ranging from $12.57 to $13.12. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 22:05 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 164,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-001224 · wk-form4_1767823501.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 164,870 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 164,870 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 961,693 Released Units. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionThe Hagerty Group, LLC Units · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057650 · wk-form4_1766006292.xml · derivative · entry 4 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 1,126,563 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 100,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 1,126,563 Released Units. F1 · derivative.exercise_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 100,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 1,126,563 Released Units. F1 · derivative.expiration_date: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 100,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 1,126,563 Released Units. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | SaleClass A Common Stock | 100,000 | $12.80 | $1,280,000.00 |
DisclosureSEC source: 0001628280-25-057650 · wk-form4_1766006292.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 0 F3 · kind: The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 15, 2025. F4 · price: This transaction was executed in multiple trades at prices ranging from $12.58 to $12.99. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 21:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | ConversionClass A Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-057650 · wk-form4_1766006292.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Plan reported Ownership: Indirect · By Quadrifoglio Holdings LLC Disclosed balance after: 100,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Quadrifoglio Holdings LLC received 2,044,272 Common Units of The Hagerty Group, LLC (the "Restricted Units") pursuant to the terms of that certain Contribution and Exchange Agreement, dated as of August 9, 2022, among the Issuer and the parties thereto. The Restricted Units are subject to exchange restrictions that release in five equal installments on April 1st of each year (which began on April 1, 2023) (all Restricted Units that have been released from the exchange restrictions are referred to herein as the "Released Units"). The reported transaction reflects the conversion of 100,000 Released Units owned by Quadrifoglio Holdings LLC into shares of the Issuer's Class A Common Stock pursuant to that certain Exchange Agreement, dated as of August 9, 2022, by and among the Issuer and the parties thereto (the "Conversion"). After the Conversion, Quadrifoglio Holdings LLC owns 1,126,563 Released Units. F2 · ownership.nature: The Reporting Person is the sole member of Quadrifoglio Holdings LLC and has voting and investment discretion with respect to the securities held of record by Quadrifoglio Holdings LLC. The Reporting Person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 10,568 | $9.08 | $95,957.44 |
DisclosureSEC source: 0001840776-25-000089 · wk-form4_1743715498.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,593 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 21:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 24,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000089 · wk-form4_1743715498.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,161 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 |
| April 01, 2024 Filed Apr 3, 2024 20:29 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 24,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-24-000056 · wk-form4_1712176153.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,547 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, 2027, 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 |
| April 01, 2024 Filed Jul 10, 2024 20:08 UTC Amendment | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 8,276 | $9.13 | $75,559.88 |
DisclosureSEC source: 0001628280-24-031582 · wk-form4a_1720642103.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,271 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. F3 · shares: On April 3, 2024, the Reporting Person filed a Form 4 reporting the grant of RSUs on April 1, 2024. This Form 4/A amends that prior Form 4 to reflect that, pursuant to the RSU award agreements governing the RSU grants made to the Reporting Person, the Issuer withheld for taxes the number of shares of Class A Common Stock indicated in this Form 4/A upon the vesting of RSUs on April 1, 2024. Read SEC document |
| April 01, 2024 Filed Jul 10, 2024 20:08 UTC Amendment | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 24,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031582 · wk-form4a_1720642103.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,547 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, 2027, 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 |
| April 10, 2023 Filed Apr 10, 2023 21:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 28 | $8.43 | $236.04 |
DisclosureSEC source: 0001840776-23-000087 · wf-form4_168116150688538.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,957 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 various RSU award agreements with a grant date of April 1, 2022. Read SEC document |
| April 06, 2023 Filed Apr 10, 2023 21:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 1,114 | $8.40 | $9,357.60 |
DisclosureSEC source: 0001840776-23-000087 · wf-form4_168116150688538.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,985 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 various RSU award agreements with a grant date of April 1, 2022. Read SEC document |
| April 05, 2023 Filed Apr 6, 2023 20:56 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 1,247 | $8.32 | $10,375.04 |
DisclosureSEC source: 0001840776-23-000073 · wf-form4_168081454987908.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,099 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 various RSU award agreements with a grant date of April 1, 2022. Read SEC document |
| April 04, 2023 Filed Apr 6, 2023 20:56 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 1,079 | $8.45 | $9,117.55 |
DisclosureSEC source: 0001840776-23-000073 · wf-form4_168081454987908.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,346 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 various RSU award agreements with a grant date of April 1, 2022. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 20:52 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 51,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-23-000040 · wf-form4_168072794532879.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,425 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, 2026, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000047 · wf-form4_164919029026390.xml · nonDerivative · entry 2 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,939 F2 · shares: Respresents shares of Class A Common Stock underlying RSUs acquired by the Reporting Person under the Plan. The RSUs vest on April 1, 2024, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 20:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 34,754 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000047 · wf-form4_164919029026390.xml · nonDerivative · entry 1 Ahn Kenneth · CIK 0001852587 · President, Hagerty Marketplace 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,754 F1 · shares: Respresents 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, 2025, 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.