Champagne Collette 4

4 · Hagerty, Inc. · Filed Apr 3, 2026

AI-generated summary of this filing

Updated Apr 3, 2026

Hagerty (HGTY) CHRO Collette Champagne Receives RSU Award; Shares Withheld

What Happened

Collette Champagne, Hagerty's Chief Human Resources Officer and Chief Accounting Officer, received 23,742 restricted stock units (RSUs) that vested on April 1, 2026 (reported as an acquisition, code A, $0.00 per share).
Simultaneously, 28,278 shares were withheld to cover taxes upon vesting (reported as disposition, code F) at an indicated value of $10.66 per share, totaling $301,443. This was tax withholding on vested RSUs, not an open-market sale.

Key Details

Transaction date: 2026-04-01; Form 4 filed 2026-04-03 (timely — within required reporting window).
Award: 23,742 RSUs granted/vested (acquired at $0.00 per share).
Tax withholding: 28,278 shares withheld at $10.66 each = $301,443 (disposition code F).
Shares owned after transaction: Not disclosed in this filing.
Footnotes: F1 — RSUs vest in equal annual installments through April 1, 2029, subject to continued service (with exceptions for death, disability, retirement, or change of control). F2 — the 28,278 shares represent shares withheld to satisfy tax withholding obligations upon RSU vesting.
Exhibit: Power of Attorney (Exhibit 24) attached to the filing.

Context

This filing reflects routine compensation vesting and tax withholding, not an open-market sale or purchase. The award increases her economic stake through RSU vesting, while the withheld shares simply satisfy tax obligations.

Form 4

Period: 2026-04-01

CHRO and CAO

Transactions

Award
Class A Common Stock
[F1]
2026-04-01+23,742→ 298,485 total
Tax Payment
Class A Common Stock
[F2]
2026-04-01$10.66/sh−28,278$301,443→ 270,207 total

Footnotes (2)

[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.

Signature

/s/ Tracey Derenzy, Power of Attorney|2026-04-03

2 files