Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Hagerty, Inc.HGTY · Entity 3968 | CHRO and CAO | 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 | 270,207 |
Ending reported balance
After 2026-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-01 · Grant · Acquired 23,742 · Balance 298,485 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 28,278 · Balance 270,207 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 | 28,278 | $10.66 | $301,443.48 |
DisclosureSEC source: 0001628280-26-023589 · wk-form4_1775242087.xml · nonDerivative · entry 2 Champagne Collette · CIK 0001897817 · CHRO and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,207 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 | 23,742 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023589 · wk-form4_1775242087.xml · nonDerivative · entry 1 Champagne Collette · CIK 0001897817 · CHRO and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 298,485 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 |
| April 01, 2025 Filed Apr 3, 2025 21:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 21,177 | $9.08 | $192,287.16 |
DisclosureSEC source: 0001840776-25-000102 · wk-form4_1743715654.xml · nonDerivative · entry 2 Champagne Collette · CIK 0001897817 · CHRO and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,743 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, 2025 Filed Apr 3, 2025 21:27 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 27,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-25-000102 · wk-form4_1743715654.xml · nonDerivative · entry 1 Champagne Collette · CIK 0001897817 · CHRO and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,920 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 20:32 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 24,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-24-000059 · wk-form4_1712176323.xml · nonDerivative · entry 1 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,291 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 20:07 UTC Amendment | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 27,026 | $9.13 | $246,747.38 |
DisclosureSEC source: 0001628280-24-031578 · wk-form4a_1720642059.xml · nonDerivative · entry 2 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 268,265 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 20:07 UTC Amendment | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 24,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-031578 · wk-form4a_1720642059.xml · nonDerivative · entry 1 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 295,291 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 21:17 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 134 | $8.43 | $1,129.62 |
DisclosureSEC source: 0001840776-23-000083 · wf-form4_168116144452090.xml · nonDerivative · entry 2 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,701 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 21:17 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 5,447 | $8.40 | $45,754.80 |
DisclosureSEC source: 0001840776-23-000083 · wf-form4_168116144452090.xml · nonDerivative · entry 1 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,835 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 20:38 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 6,099 | $8.32 | $50,743.68 |
DisclosureSEC source: 0001840776-23-000065 · wf-form4_168081347127172.xml · nonDerivative · entry 2 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,282 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 20:38 UTC | Hagerty, Inc. HGTY · Entity 3968 | Tax withholdingClass A Common Stock | 5,278 | $8.45 | $44,599.10 |
DisclosureSEC source: 0001840776-23-000065 · wf-form4_168081347127172.xml · nonDerivative · entry 1 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 282,381 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 | 36,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-23-000038 · wf-form4_168072791228325.xml · nonDerivative · entry 1 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,659 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 | 185,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000048 · wf-form4_164919032944575.xml · nonDerivative · entry 5 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,189 F4 · 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 on April 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death, disability, or retirement. Read SEC document |
| 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: 0001840776-22-000048 · wf-form4_164919032944575.xml · nonDerivative · entry 4 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,832 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, 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 | 26,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000048 · wf-form4_164919032944575.xml · nonDerivative · entry 3 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,647 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, 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 | 9,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000048 · wf-form4_164919032944575.xml · nonDerivative · entry 2 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,388 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, 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 20:25 UTC | Hagerty, Inc. HGTY · Entity 3968 | GrantClass A Common Stock | 29,541 | $0.00 | $0.00 |
DisclosureSEC source: 0001840776-22-000048 · wf-form4_164919032944575.xml · nonDerivative · entry 1 Champagne Collette · CIK 0001897817 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,541 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.