Source-grounded facts extracted from Hagerty, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Hagerty, Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm for year ending December 31, 2026 at the 2026-06-09 meeting.
“The Company's stockholders ratified the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026.”
Hagerty, Inc. shareholders approved Advisory Vote on the Frequency of Future Advisory Votes on the Compensation of the Company’s Named Executive Officers at the 2026-06-09 meeting.
“The Company’s stockholders recommended, on a non-binding advisory basis, that future advisory votes on the compensation of the Company’s named executive officers be held every one year.”
Hagerty, Inc. shareholders approved Advisory Vote to Approve the Compensation of the Company’s Named Executive Officers at the 2026-06-09 meeting.
“The Company’s stockholders approved, on a non-binding advisory basis, the compensation of the Company’s named executive officers as disclosed in the Company’s proxy statement.”
Hagerty, Inc. shareholders approved Election of Directors at the 2026-06-09 meeting.
“Each of the following directors received the affirmative vote of a majority of the votes cast at the Annual Meeting at which a quorum was present, and were elected for a one-year term expiring at the Company's 2027 Annual Meeting of Stockholders or until their respective successors are duly elected and qualified.”
Hagerty, Inc. reported financial results for fiscal quarter ended March 31, 2026.
“On May 6, 2026, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended March 31, 2026 by issuing a letter to its stockholders and a press release.”
Hagerty, Inc. entered into Quota Share Agreement with Essentia Insurance Company (effective 2025-12-31).
“On December 31, 2025, HIA and Hagerty Re entered into a new Quota Share Reinsurance Agreement with Essentia (the “ Quota Share Agreement ”), effective January 1, 2026, pursuant to which Hagerty Re will assume 100% of the risk on policies (i) issued by Essentia on or after January 1, 2026 or (ii) issued by Essentia prior to January 1, 2026, the risk period under which remains unexpired as of January 1, 2026, with respect to losses for which the date of loss is on or after January 1, 2026.”
Hagerty, Inc. entered into General Agency Agreement with Essentia Insurance Company (effective 2025-12-31).
“On December 31, 2025, HIA and Hagerty Re, both subsidiaries of the Company, executed the General Agency Agreement with Essentia (the “ General Agency Agreement ”).”
Hagerty, Inc. amended Seventh Amended and Restated Limited Liability Company Agreement with Markel Group Inc. and the other members of OpCo (effective 2025-12-31).
“On December 31, 2025, the Company executed the Seventh Amended and Restated Limited Liability Company Agreement with Markel and the other members of OpCo (the “ Amended LLC Agreement ”), to among other things, remove certain restrictive covenants, including exclusivity provisions relating to the businesses of the Company and its subsidiaries.”
Hagerty, Inc. amended Sixth Amended and Restated Master Relationship Agreement with Markel Group Inc. (effective 2025-12-31).
“On December 31, 2025, the Company and OpCo, a subsidiary of the Company, entered into the Sixth Amended and Restated Master Relationship Agreement (the “ Relationship Agreement ”) with Markel, which amended and restated the Fifth Amended and Restated Master Alliance Agreement, dated December 18, 2023.”
Michael R. Heaton was appointed as Director at Hagerty, Inc..
“Markel has designated Michael R. Heaton, who currently serves as Markel's Executive Vice President & Chief Operating Officer, to serve as its designee on the Board.”
F. Michael Crowley departed as Director at Hagerty, Inc..
“On April 16, 2025, F. Michael Crowley, a member of the Board of Directors (the "Board") of Hagerty, Inc. (the "Company"), informed the Company that he does not intend to stand for re-election at the Company's 2025 annual meeting of stockholders (the "Annual Meeting").”
Hagerty, Inc. incurred revolving credit of $375.0 million with JPMorgan Chase Bank, N.A. (as administrative agent) and other lenders at Term SOFR plus an applicable margin determined by the Borrower’s net leverage ra maturing five years.
“Under the Credit Agreement, the Borrower obtained a $375.0 million senior unsecured revolving credit facility (the “ Facility ”) for a term of five years, unless earlier terminated pursuant to the terms and conditions set forth in the Credit Agreement.”
Anthony J. Kuczinski was elected as director at Hagerty, Inc..
“On July 9, 2024, Board of Directors (the "Board") of Hagerty, Inc. ("Hagerty" or the "Company") elected Anthony J. Kuczinski as a director.”
Jeff Briglia was appointed as President of Insurance at Hagerty, Inc..
“Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Appointment of President of Insurance On May 31, 2024, the Company announced the appointment of Jeff Briglia, age 54, as its President of Insurance, effective July 1, 2024, to lead all aspects of the Company’s insurance operations.”
Hagerty, Inc. reported financial results for the fiscal quarter ended March 31, 2024.
“On May 7, 2024, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended March 31, 2024 by issuing a letter to its stockholders and a press release.”
Hagerty, Inc. reported the fiscal year ended December 31, 2023 results: revenue $1.0 billion. Guidance initiated.
“full year 2023 Total Revenue increased 27% to $1.0 billion compared to the prior year periods.”
Hagerty, Inc. reported the fiscal quarter ended December 31, 2023 results: net income $9.0 million. Guidance initiated.
“Fourth quarter 2023 Net Income of $9.0 million, an increase of $41.3 million”
Michael Angelina retired as Director at Hagerty, Inc..
“On February 26, 2024, Michael Angelina, a member of the Board of Directors (the "Board") of Hagerty, Inc. (the "Company") notified the Company that he will retire from service on the Board and its Nominating and Governance Committee and Talent, Culture, and Compensation Committee, effective as of April 2, 2024.”
Hagerty, Inc. amended Fifth Amended and Restated Master Alliance Agreement with Markel Corporation (effective 2023-12-18).
“On December 18, 2023, The Hagerty Group, LLC ("OpCo"), a subsidiary of Hagerty, Inc. (the "Company") entered into the Fifth Amended and Restated Master Alliance Agreement (the "Alliance Agreement") between OpCo, the Company, and Markel Corporation ("Markel"), which amended and restated the Fourth Amended and Restated Master Alliance Agreement, dated December 8, 2021, between the parties as described below.”
Hagerty, Inc. amended Tenth Amendment to the Amended and Restated Credit Agreement with JPMorgan Chase Bank, N.A., as administrative agent, the Foreign Subsidiary Borrowers party thereto, and the other financial institutions party thereto as Lenders (effective 2023-11-28).
“The Tenth Amendment amends and restates the existing Credit Agreement to provide for additional flexibility in the operations of the Borrower and its subsidiaries”
Hagerty, Inc. updated its the fiscal quarter ended September 30, 2023 guidance (raised).
“On November 8, 2023, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended September 30, 2023 by issuing a letter to its stockholders and a press release.”
Hagerty, Inc. reported three and six months ended June 30, 2023 results: revenue $261.2 million, net income $15.5 million. Guidance raised.
“Hagerty Reports Second Quarter 2023 Results Increases 2023 Outlook • Second quarter 2023 Total Revenue increased 27% to $261.2 million compared to the prior year period”
Diana Chafey was appointed as Chief Legal Officer and Corporate Secretary at Hagerty, Inc..
“The Company has named Diana Chafey as Chief Legal Officer and Corporate Secretary effective August 2, 2023.”
Barbara Matthews changed role as Senior Vice President, General Counsel and Corporate Secretary at Hagerty, Inc..
“On August 2, 2023, Hagerty, Inc. (the 'Company') announced that Barbara Matthews, the Company’s Senior Vice President, General Counsel and Corporate Secretary will transition to an advisory role on or before October 31, 2023.”
Hagerty, Inc. entered into Securities Purchase Agreement with certain accredited investors valued at $80.0 million (effective 2023-06-23).
“On June 23, 2023, Hagerty, Inc., a Delaware corporation (the “ Company ”), entered into a Securities Purchase Agreement (the “ Purchase Agreement ”) with certain accredited investors (the “ Investors ”), pursuant to which it agreed to issue and sell to the Investors an aggregate of 8,483,561 shares of the Company’s newly-designated Series A Convertible Preferred Stock, par value $0.0001 per share (the “ Series A Preferred Stock ”), for an aggregate purchase price of $80.0 million, at a per-share purchase price of $9.43 (the “ Series A Purchase Price ” and the transaction, the “ Private Placement ”).”
Hagerty, Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2023 at the 2023-06-05 meeting.
“The Company's stockholders ratified the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2023.”
Hagerty, Inc. shareholders approved Election of Directors at the 2023-06-05 meeting.
“Proposal 1: Election of Directors Each of the following directors received the affirmative vote of a majority of the votes cast at the Annual Meeting at which a quorum was present, and were elected for a one-year term expiring at the Company's 2024 Annual Meeting of Stockholders or until their respective successors are duly elected and qualified.”
Hagerty, Inc. updated its three months ended March 31, 2023 guidance (raised).
“On May 9, 2023, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter March 31, 2023 by issuing a letter to its stockholders and a press release.”
Hagerty, Inc. reported 2023 results: revenue 22-26% Total Revenue Growth. Guidance initiated.
“Hagerty Reports Full Year 2022 Results Provides 2023 Outlook for 22-26% Total Revenue Growth”
Hagerty, Inc. reported financial results for three months and year ended December 31, 2022.
“On March 14, 2023, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter and year ended December 31, 2022 by issuing a letter to its stockholders and a press release.”
Kevin Delaney was appointed as Principal Accounting Officer at Hagerty, Inc..
“On March 7, 2023, the Board of Directors of Hagerty, Inc. (the “Company”) appointed Mr. Kevin Delaney, age 50, as the Company's Principal Accounting Officer.”
Randall Harbert was appointed as Director at Hagerty, Inc..
“Randall Harbert, who recently retired as State Farm’s Chief Agency, Sales and Marketing Officer and currently serves as senior advisor, has been appointed to assume a seat on the Company’s Board of Directors (the “Board”) from Michael L Tipsord, State Farm’s Chairman, President and CEO.”
Michael L Tipsord departed as Director at Hagerty, Inc..
“Randall Harbert, who recently retired as State Farm’s Chief Agency, Sales and Marketing Officer and currently serves as senior advisor, has been appointed to assume a seat on the Company’s Board of Directors (the “Board”) from Michael L Tipsord, State Farm’s Chairman, President and CEO.”
Hagerty, Inc. reported the fiscal quarter ended September 30, 2022 results: revenue $216.8 million.
“Third quarter 2022 Total Revenue increased 29% year-over-year to $216.8 million”
Kelly Smith departed as Chief Strategy Officer at Hagerty, Inc..
“Mr. Kelly Smith’s employment with the Company as the Chief Strategy Officer was ended pursuant to the terms of his Employment Agreement, dated March 1, 2021, between Mr. Smith and a subsidiary of the Company (“The Hagerty Group”).”
Patrick McClymont was appointed as Chief Financial Officer at Hagerty, Inc..
“The Company’s board of directors has appointed Patrick McClymont to serve as the Company’s new CFO, effective September 6, 2022.”
Fred Turcotte changed role as Chief Financial Officer at Hagerty, Inc..
“Fred Turcotte, the Company’s Chief Financial Officer (“CFO”) will transition to a special projects advisory role effective September 6, 2022.”
Kelly Smith departed as Chief Strategy Officer at Hagerty, Inc..
“On June 17, 2022, Hagerty, Inc. (the "Company") reports that Mr. Kelly Smith, the Company’s Chief Strategy Officer, was separated from employment with the Company effective June 17, 2022.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.