Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | Chief Information Officer | 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 | 131,743 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Grant · Acquired 30,865 · Balance 142,889 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 11,146 · Balance 131,743 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 18:47 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 11,146 | $10.66 | $118,816.36 |
DisclosureSEC source: 0001628280-26-023587 · wk-form4_1775242076.xml · nonDerivative · entry 2 Page Russell Andrew · CIK 0002020291 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,743 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 | 30,865 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023587 · wk-form4_1775242076.xml · nonDerivative · entry 1 Page Russell Andrew · CIK 0002020291 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,889 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 |
| October 01, 2025 Filed Oct 3, 2025 20:21 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 2,121 | $11.95 | $25,345.95 |
DisclosureSEC source: 0001628280-25-044068 · wk-form4_1759522860.xml · nonDerivative · entry 1 Page Russell Andrew · CIK 0002020291 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,024 F1 · shares: Represents total number of shares of Class A Common Stock of the Issuer withheld for taxes upon vesting of RSUs pursuant to Reporting Person's RSU award agreement with a grant date of October 1, 2022. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 7,858 | $9.08 | $71,350.64 |
DisclosureSEC source: 0001840776-25-000095 · wk-form4_1743715569.xml · nonDerivative · entry 2 Page Russell Andrew · CIK 0002020291 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,769 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 21:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 26,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000095 · wk-form4_1743715569.xml · nonDerivative · entry 1 Page Russell Andrew · CIK 0002020291 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,627 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 |
| October 01, 2024 Filed Oct 3, 2024 20:12 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 2,121 | $10.37 | $21,994.77 |
DisclosureSEC source: 0001840776-24-000220 · wk-form4_1727986312.xml · nonDerivative · entry 1 Page Russell Andrew · CIK 0002020291 · Chief Information Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,125 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 Reporting Person's RSU award agreement with a grant date of October 1, 2022. 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.