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4//SEC Filing

Hagerty Holding Corp. 4

Accession 0001104659-25-076145

CIK 0001840776other

Filed

Aug 10, 8:00 PM ET

Accepted

Aug 11, 4:00 PM ET

Size

9.7 KB

Accession

0001104659-25-076145

Insider Transaction Report

Form 4
Period: 2025-08-07
Transactions
  • Sale

    Class A Common Stock

    2025-08-07$8.92/sh8,245,000$73,542,9270 total
  • Conversion

    Class A Common Stock

    2025-08-07+8,245,0008,245,000 total
  • Conversion

    Class V Common Stock

    2025-08-078,245,000167,788,906 total
    Class A Common Stock (8,245,000 underlying)
Footnotes (2)
  • [F1]8,245,000 shares of Class A Common Stock were issued to the Reporting Person in exchange for an equal number of Paired Interests (as defined below) that were surrendered by the Reporting Person pursuant to the Amended and Restated Exchange Agreement, dated as of December 2, 2021 and amended and restated as of March 23, 2022 (the "Exchange Agreement"), among the Issuer, The Hagerty Group, LLC ("OpCo"), the Reporting Person, Markel Corporation ("Markel") and each of the Reporting Person's and Markel's Qualified Transferees (as defined therein). Each "Paired Interest" consists of one share of Class V Common Stock of the Issuer and one unit of limited liability company interest of OpCo and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash.
  • [F2]Each Paired Interest has no expiration date and may be surrendered by the Reporting Person pursuant to the Exchange Agreement in exchange for a share of Class A Common Stock of the Issuer or, at the option of the Issuer, cash.

Issuer

Hagerty, Inc.

CIK 0001840776

Entity typeother
IncorporatedDE

Related Parties

1
  • filerCIK 0001899295

Filing Metadata

Form type
4
Filed
Aug 10, 8:00 PM ET
Accepted
Aug 11, 4:00 PM ET
Size
9.7 KB