DELANEY KEVIN M 4

4 · Hagerty, Inc. · Filed Jul 2, 2026

AI-generated summary of this filing

Updated Jul 2, 2026

Hagerty (HGTY) Chief Accounting Officer Kevin Delaney Sells Shares

What Happened

Kevin M. Delaney, Hagerty's Chief Accounting Officer, disposed of a total of 12,870 shares across transactions on June 30 and July 1, 2026. Transactions reported: 905 shares sold on 2026-06-30 at $12.01 ($10,869); 9,440 shares sold on 2026-07-01 at $12.10 ($114,224); and 2,525 shares disposed on 2026-07-01 in connection with payment of tax liability (reported at $12.06, $30,452). Aggregate proceeds/consideration were about $155,545. These were dispositions (sales/withholding), not purchases.

Key Details

Dates & prices:
- 2026-06-30: 905 shares sold @ $12.01 (reported weighted average; trades ranged $12.00–$12.03).
- 2026-07-01: 9,440 shares sold @ $12.10 (reported weighted average; trades ranged $12.00–$12.23).
- 2026-07-01: 2,525 shares disposed/payment of tax liability @ $12.06 (withheld for taxes on RSU vesting).
Shares owned after the transactions: Not specified in the summary provided.
Notable footnotes from the filing:
- Sales were executed under a Rule 10b5-1 trading plan (adopted March 5, 2026), per the filing.
- Some trades were executed in multiple tranches; prices shown are weighted averages.
- The 2,525-share disposition represents shares withheld to satisfy tax withholding on vested RSUs per the RSU agreement dated July 1, 2023.
Filing timeliness: Filing dated July 2, 2026 reports trades through July 1, 2026; the filing does not indicate a late report in the provided data.

Context

The 2,525-share entry reflects tax withholding on vested restricted stock units (RSUs), not an open-market sale of newly acquired shares. The presence of a 10b5-1 plan indicates at least some sales were pre-scheduled, which can limit the trades’ informational value about insider views. These are routine insider dispositions rather than purchases (which are often interpreted as more bullish).

Form 4

Period: 2026-06-30

Chief Accounting Officer

Transactions

Sale
Class A Common Stock
[F1][F2]
2026-06-30$12.01/sh−905$10,869→ 99,050 total
Sale
Class A Common Stock
[F1][F3]
2026-07-01$12.10/sh−9,440$114,224→ 89,610 total
Tax Payment
Class A Common Stock
[F4]
2026-07-01$12.06/sh−2,525$30,452→ 87,085 total

Footnotes (4)

[F1]The reported sale was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 5, 2026.
[F2]This transaction was executed in multiple trades at prices ranging from $12.00 to $12.03. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.
[F3]This transaction was executed in multiple trades at prices ranging from $12.00 to $12.23. The price reported above reflects the weighted average purchase price. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected.
[F4]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 the RSU Agreement between the Issuer and the Reporting Person dated as of July 1, 2023.

Signature

/s/ Tracey Derenzy, Power of Attorney|2026-07-02

1 file