William H. Swanson - 01 Apr 2026 Form 4 Insider Report for Hagerty, Inc. (HGTY)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
03 Apr 2026, 14:48:37 UTC
Prior SEC filing
03 Apr 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Tracey Derenzy, Power of Attorney

Key filing fact

William H. Swanson filed Form 4 for Hagerty, Inc. (HGTY) on 03 Apr 2026.

Key facts

  • This page summarizes William H. Swanson's Form 4 filing for Hagerty, Inc. (HGTY).
  • 1 reported transaction and 0 derivative rows are listed below.
  • Accepted by SEC: 03 Apr 2026, 14:48.

Change

  • Previous filing in this sequence was filed on 03 Apr 2025.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001194790 Primary reporting owner

SWANSON WILLIAM H

Relationship
Director
Address
121 DRIVERS EDGE, TRAVERSE CITY
Signature
/s/ Tracey Derenzy, Power of Attorney
Signature date
03 Apr 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HGTY transaction

Class A Common Stock

Award

Transaction value
Shares
+11,871
Change %
+28%
Price
$0.000000*
Shares after
54,173
Date
01 Apr 2026
Ownership
Direct
Footnotes
F1
HGTY holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
414,400
Date
01 Apr 2026
Ownership
By Trust
Footnotes
F2
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Represents shares of Class A Common Stock of Hagerty, Inc. (the "Issuer") underlying Restricted Stock Units ("RSUs") acquired by the Reporting Person under the Issuer's 2021 Equity Incentive Plan. The RSUs vest on April 1, 2027, subject to the Reporting Person's continued service with the Issuer, with exceptions for death or disability.

Footnote F2

These securities are held by The William and Cheryl Swanson Revocable Trust UTD 9/28/2000, of which the Reporting Person is trustee.

SEC remarks

Exhibit 24 - Power of Attorney

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