Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | Director · Chief Executive 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 | 1,037,740 |
Reported balance
After 2026-04-01 transaction · row 1
1 source rowRow 1 · 2026-04-01 · Tax withholding · Disposed 82,868 · Balance 1,037,740 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 various RSU award agreements. |
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 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 | 82,868 | $10.66 | $883,372.88 |
DisclosureSEC source: 0001628280-26-023590 · wk-form4_1775242093.xml · nonDerivative · entry 1 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,037,740 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. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 21:26 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 99,234 | $9.08 | $901,044.72 |
DisclosureSEC source: 0001840776-25-000097 · wk-form4_1743715594.xml · nonDerivative · entry 1 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,120,608 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. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:28 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 92,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-24-000055 · wk-form4_1712176115.xml · nonDerivative · entry 1 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,376,751 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 | 156,909 | $9.13 | $1,432,579.17 |
DisclosureSEC source: 0001628280-24-031580 · wk-form4a_1720642082.xml · nonDerivative · entry 2 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,219,842 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 | 92,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031580 · wk-form4a_1720642082.xml · nonDerivative · entry 1 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,376,751 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 |
| June 23, 2023 Filed Jun 27, 2023 20:42 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantSeries A Convertible Preferred Stock · Derivative | 530,222 | $9.43 Strike: $11.79 | $4,999,993.46 |
DisclosureSEC source: 0001840776-23-000128 · wk-form4_1687898501.xml · derivative · entry 1 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held by McKeel O Hagerty Revocable Trust dated September 18, 2003 Disclosed balance after: 530,222 Underlying: Class A Common Stock · 530,222 shares Expires not disclosed F1 · derivative.exercise_date: Reporting Person may convert the Series A Convertible Preferred Stock at any time, subject to the Issuer's option to require the Reporting Person to convert all or any of the Series A Convertible Preferred Stock, as summarized in footnote 2 of this Form 4. F2 · derivative.expiration_date: Issuer may require Reporting Person to convert all or any portion of Series A Preferred Stock where: (i) if, on or after the third anniversary of June 23, 2023 (the "Issue Date") and prior to the seventh anniversary of the Issue Date, the closing price of the Class A Common Stock exceeds 150% of the Conversion Price for at least twenty (20) trading days in any period of thirty (30) consecutive trading days; (ii) if, on or after the seventh anniversary of the Issue Date and prior to the tenth anniversary of the Issue Date, the closing price of the Class A Common Stock exceeds 100% of the Conversion Price for at least twenty (20) trading days in any period of thirty (30) consecutive trading days; or (iii) on or after the tenth anniversary of the Issue Date. F3 · ownership.nature: Held by McKeel O Hagerty Revocable Trust dated September 18, 2003 (the "Trust"). Reporting Person is the trustee for the Trust and has investment power over the Series A Convertible Preferred Stock held by the Trust. Read SEC document |
| April 10, 2023 Filed Apr 10, 2023 21:18 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 707 | $8.43 | $5,960.01 |
DisclosureSEC source: 0001840776-23-000085 · wf-form4_168116147454236.xml · nonDerivative · entry 2 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,283,855 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 | 29,183 | $8.40 | $245,137.20 |
DisclosureSEC source: 0001840776-23-000085 · wf-form4_168116147454236.xml · nonDerivative · entry 1 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,284,562 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 20:37 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 32,669 | $8.32 | $271,806.08 |
DisclosureSEC source: 0001840776-23-000064 · wf-form4_168081345563187.xml · nonDerivative · entry 2 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,313,745 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 20:37 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 28,271 | $8.45 | $238,889.95 |
DisclosureSEC source: 0001840776-23-000064 · wf-form4_168081345563187.xml · nonDerivative · entry 1 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,346,414 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 20:51 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 80,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-23-000037 · wf-form4_168072789431515.xml · nonDerivative · entry 1 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,374,685 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 20:31 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantPerformance Restricted Stock Units · Derivative | 3,707,136 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000054 · wf-form4_164919067081884.xml · derivative · entry 6 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,707,136 Underlying: Class A Common Stock · 3,707,136 shares Expires 2029-04-01 F5 · shares: Represents shares of Class A Common Stock underlying Performance Restricted Stock Units ("PRSUs") granted to the Reporting Person under the Plan. The PRSUs will vest, if at all, 25% upon the Class A Common Stock trading above $20.00 per share on the New York Stock Exchange ("NYSE") for sixty (60) consecutive days, 25% upon the Class A Common Stock trading above $25.00 per share on the NYSE for sixy (60) consecutive days, and 50% upon the Class A Common Stock trading above $30.00 per share on the NYSE for sixty (60) consecutive days, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement. F5 · derivative.underlying_shares: Represents shares of Class A Common Stock underlying Performance Restricted Stock Units ("PRSUs") granted to the Reporting Person under the Plan. The PRSUs will vest, if at all, 25% upon the Class A Common Stock trading above $20.00 per share on the New York Stock Exchange ("NYSE") for sixty (60) consecutive days, 25% upon the Class A Common Stock trading above $25.00 per share on the NYSE for sixy (60) consecutive days, and 50% upon the Class A Common Stock trading above $30.00 per share on the NYSE for sixty (60) consecutive days, 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 20:31 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000054 · wf-form4_164919067081884.xml · nonDerivative · entry 5 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,294,593 F4 · 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 20:31 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 157,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000054 · wf-form4_164919067081884.xml · nonDerivative · entry 4 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,294,408 F4 · 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 20:31 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 52,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000054 · wf-form4_164919067081884.xml · nonDerivative · entry 3 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,136,855 F3 · shares: Respresents shares of Class A Common Stock underlying RSUs acquired by the Reporting Person under the Plan. The RSUs vest on April 1, 2023, 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 20:31 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 157,553 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000054 · wf-form4_164919067081884.xml · nonDerivative · entry 2 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,084,337 F2 · shares: Respresents shares of Class A Common Stock underlying RSUs acquired by the Reporting Person under the Plan. The RSUs vest in equal amounts on each annual-anniversary of the grant date ending April 1, 2025, 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 20:31 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 926,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000054 · wf-form4_164919067081884.xml · nonDerivative · entry 1 Hagerty McKeel · CIK 0001897880 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 926,784 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 Hagerty, Inc.'s (the "Issuer") 2021 Equity Incentive Plan (the "Plan"). The RSUs vest in equal amounts on each annual-anniversary of the grant date ending April 1, 2029, 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.