Skip to content
Whale Atlas — Follow the signal.
Home
FULL RECORDS
Search insider filingsAll Congress filings
MORE TOOLS
WatchlistGold IntelligencePeopleCharts & technicalsCompany financialsOfficial newsMy saved workspace
YOUR RESEARCH
HomeSearch insider filingsAll Congress filings
More research tools
ExploreGold IntelligencePeopleInvestigate an ideaCharts & technicalsMore evidenceCompany financialsOfficial newsMy research & helpWatchlistMy saved workspaceLearn the basicsHow signals workData & coverage
RESOURCES
LearnMethodologyData sources
Built on public evidence.

Primary sources. Clear reasoning.
No black boxes.

Our approach
Public research workspacev1.0

Loading data…Scanning SEC filings…Checking Congress reports…Following the signal…

HomeSearchCongressWatchlist
© 2026 Whale AtlasFree public-filing research. Not financial advice. By using this site you agree to the Terms of Use.
FAQCompare trackersMethodologyData & correctionsTermsPrivacy
Back to Home
H

HGTY

NYSE

Hagerty, Inc.

Latest disclosureOctober 5, 2026
Insider score Why 7?
7/ 100
Qualifying buys · 30d
$0

1 purchases · 6 sales

Price by TradingViewDelayed quote from TradingView, for viewing only. It does not power Whale Atlas scores or alerts. If the quote does not load, open the TradingView link.

Insider transactions 46

Limited filing history
All46Buying1Selling6Other39
Filters

Last 30 daysNo qualifying insider buying. Sales: $122.03M by 1 insider.

46 trades · April 1, 2026 – October 2, 2026Incomplete history: this shows the filings imported so far, not every filing ever made. Dates are trade dates. Filters affect this table only.

Showing the first 6 of 46 trades on this page.

Tax or exercise withholding

Diana Chafey

Chief Legal Officer

Class A Common Stock

Value context
$14.48K
Reported price
$13.46 / share
Traded October 1, 2026Filed October 5, 2026SEC filing
Award disclosed

Diana Chafey

Chief Legal Officer

Class A Common Stock

Value context
$12.52K
Reported price
$12.79 / share
Traded October 2, 2026Filed October 5, 2026SEC filing
Award disclosed

Patrick McClymont

Chief Financial Officer

Class A Common Stock

Value context
$15.25K
Reported price
$12.79 / share
Traded October 2, 2026Filed October 5, 2026SEC filing
Tax or exercise withholding

Kevin M. Delaney

Chief Accounting Officer

Class A Common Stock

Value context
$12.91K
Reported price
$13.46 / share
Traded October 1, 2026Filed October 5, 2026SEC filing
Gift disclosed

Robert I. Kauffman

Director

Class A Common Stock

Value context
Not a purchase
Reported price
Gift · no purchase price
Understand this price

The filing reports a zero transaction price for this gift. It does not establish the market value of the gift.

Traded September 24, 2026Filed September 25, 2026SEC filing
Conversion disclosed

Markel Group

10% owner

Class A Common Stock

Value context
Unavailable
Reported price
Price not reported
Traded September 11, 2026Filed September 14, 2026SEC filing
Conversion disclosed

Markel Group

10% owner

Class V Common Stock

Derivative security · not the ordinary share price.

Value context
Not a separate purchase
Exercise / conversion price
Exercise / conversion price not reported
Understand this price

This row records an option exercise or conversion. The derivative transaction price is separate from the exercise price; it is not the stock's market price. Its row value is not shown as another stock purchase.

Traded September 11, 2026Filed September 14, 2026SEC filing
Conversion disclosed

Hagerty Holding

10% owner

Class A Common Stock

Value context
Unavailable
Reported price
Price not reported
Traded September 9, 2026Filed September 11, 2026SEC filing
Sale disclosed

Hagerty Holding

10% owner

Class A Common Stock

Reported value
$106.12M
Reported price
$11.472 / share
Traded September 9, 2026Filed September 11, 2026SEC filing
Conversion disclosed

Hagerty Holding

10% owner

Class A Common Stock

Value context
Unavailable
Reported price
Price not reported
Traded September 11, 2026Filed September 11, 2026SEC filing
Sale disclosed

Hagerty Holding

10% owner

Class A Common Stock

Reported value
$15.92M
Reported price
$11.472 / share
Traded September 11, 2026Filed September 11, 2026SEC filing
Conversion disclosed

Hagerty Holding

10% owner

Class V Common Stock

Derivative security · not the ordinary share price.

Value context
Not a separate purchase
Exercise / conversion price
Exercise / conversion price not reported
Understand this price

This row records an option exercise or conversion. The derivative transaction price is separate from the exercise price; it is not the stock's market price. Its row value is not shown as another stock purchase.

Traded September 9, 2026Filed September 11, 2026SEC filing
Conversion disclosed

Hagerty Holding

10% owner

Class V Common Stock

Derivative security · not the ordinary share price.

Value context
Not a separate purchase
Exercise / conversion price
Exercise / conversion price not reported
Understand this price

This row records an option exercise or conversion. The derivative transaction price is separate from the exercise price; it is not the stock's market price. Its row value is not shown as another stock purchase.

Traded September 11, 2026Filed September 11, 2026SEC filing
Sale disclosed

Kevin M. Delaney

Chief Accounting Officer

Class A Common Stock

Reported value
$38.13K
Reported price
$12.25 / share
Traded July 2, 2026Filed July 6, 2026SEC filing
Tax or exercise withholding

Jeffrey Edward Briglia

President of Insurance

Class A Common Stock

Value context
$59K
Reported price
$12.06 / share
Traded July 1, 2026Filed July 2, 2026SEC filing
Award disclosed

Henrik Waersted Bjornstad

Director

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded July 1, 2026Filed July 2, 2026SEC filing
Sale disclosed

Kevin M. Delaney

Chief Accounting Officer

Class A Common Stock

Reported value
$10.87K
Reported price
$12.01 / share
Traded June 30, 2026Filed July 2, 2026SEC filing
Sale disclosed

Kevin M. Delaney

Chief Accounting Officer

Class A Common Stock

Reported value
$114.22K
Reported price
$12.10 / share
Traded July 1, 2026Filed July 2, 2026SEC filing
Tax or exercise withholding

Kevin M. Delaney

Chief Accounting Officer

Class A Common Stock

Value context
$30.45K
Reported price
$12.06 / share
Traded July 1, 2026Filed July 2, 2026SEC filing
Purchase disclosed

Anthony J. Kuczinski

Director

Class A Common Stock

Reported value
$99.37K
Reported price
$10.46 / share
Traded May 15, 2026Filed May 19, 2026SEC filing
Sale disclosed

Laurie Harris

Director

Class A Common Stock

Reported value
$60.9K
Reported price
$11.01 / share
Traded April 7, 2026Filed April 8, 2026SEC filing
Award disclosed

Sabrina Kay

Director

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Randall Houston Harbert

Director

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Robert I. Kauffman

Director

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

William H. Swanson

Director

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Anthony J. Kuczinski

Director

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Kenneth Ahn

President, Hagerty Marketplace

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Tax or exercise withholding

Kenneth Ahn

President, Hagerty Marketplace

Class A Common Stock

Value context
$102.62K
Reported price
$10.66 / share
Traded April 1, 2026Filed April 3, 2026SEC filing
Tax or exercise withholding

McKeel Hagerty

Chief Executive Officer

Class A Common Stock

Value context
$883.37K
Reported price
$10.66 / share
Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Collette Champagne

CHRO and CAO

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Tax or exercise withholding

Collette Champagne

CHRO and CAO

Class A Common Stock

Value context
$301.44K
Reported price
$10.66 / share
Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Patrick McClymont

Chief Financial Officer

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Tax or exercise withholding

Patrick McClymont

Chief Financial Officer

Class A Common Stock

Value context
$345.26K
Reported price
$10.66 / share
Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Patrick McClymont

Chief Financial Officer

Class A Common Stock

Value context
$9.75K
Reported price
$10.13 / share
Traded April 2, 2026Filed April 3, 2026SEC filing
Award disclosed

Russell Andrew Page

Chief Information Officer

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Tax or exercise withholding

Russell Andrew Page

Chief Information Officer

Class A Common Stock

Value context
$118.82K
Reported price
$10.66 / share
Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Mika Salmi

Director

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Diana Chafey

Chief Legal Officer

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Tax or exercise withholding

Diana Chafey

Chief Legal Officer

Class A Common Stock

Value context
$51.52K
Reported price
$10.66 / share
Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Diana Chafey

Chief Legal Officer

Class A Common Stock

Value context
$11.8K
Reported price
$10.13 / share
Traded April 2, 2026Filed April 3, 2026SEC filing
Award disclosed

Kevin M. Delaney

Chief Accounting Officer

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Tax or exercise withholding

Kevin M. Delaney

Chief Accounting Officer

Class A Common Stock

Value context
$90.14K
Reported price
$10.66 / share
Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Jeffrey Edward Briglia

President of Insurance

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Tax or exercise withholding

Jeffrey Edward Briglia

President of Insurance

Class A Common Stock

Value context
$105.52K
Reported price
$10.66 / share
Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Laurie Harris

Director

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Award disclosed

Michael R. Heaton

Director

Class A Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded April 1, 2026Filed April 3, 2026SEC filing
Reporting insiderSecurity / transactionAmount / priceValueTraded / disclosedSource
Chief Legal OfficerClass A Common StockExercise-price or tax withholding1,076$13.46 / share$14.48KOct 1Filed Oct 5 · 4d laterSEC filing
Chief Legal OfficerClass A Common StockGrant or award979$12.79 / share$12.52KOct 2Filed Oct 5 · 3d laterSEC filing
Chief Financial OfficerClass A Common StockGrant or award1,192$12.79 / share$15.25KOct 2Filed Oct 5 · 3d laterSEC filing
Chief Accounting OfficerClass A Common StockExercise-price or tax withholding10b5-1959$13.46 / share$12.91KOct 1Filed Oct 5 · 4d laterSEC filing
DirectorClass A Common StockGift74,000Gift · no purchase priceNot a purchaseSep 24Filed Sep 25 · 1d laterSEC filing
10% ownerClass A Common StockConversion7,836,411Price not reportedUnavailableSep 11Filed Sep 14 · 3d laterSEC filing
10% ownerClass V Common StockConversionDerivative units7,836,411Exercise / conversion price not reportedNot a separate purchaseSep 11Filed Sep 14 · 3d laterSEC filing
10% ownerClass A Common StockConversion9,250,000Price not reportedUnavailableSep 9Filed Sep 11 · 2d laterSEC filing
10% ownerClass A Common StockSale9,250,000$11.47 / share$106.12MSep 9Filed Sep 11 · 2d laterSEC filing
10% ownerClass A Common StockConversion1,387,500Price not reportedUnavailableSep 11Filed Sep 11 · 0d laterSEC filing
10% ownerClass A Common StockSale1,387,500$11.47 / share$15.92MSep 11Filed Sep 11 · 0d laterSEC filing
10% ownerClass V Common StockConversionDerivative units9,250,000Exercise / conversion price not reportedNot a separate purchaseSep 9Filed Sep 11 · 2d laterSEC filing
10% ownerClass V Common StockConversionDerivative units1,387,500Exercise / conversion price not reportedNot a separate purchaseSep 11Filed Sep 11 · 0d laterSEC filing
Chief Accounting OfficerClass A Common StockSale10b5-13,113$12.25 / share$38.13KJul 2Filed Jul 6 · 4d laterSEC filing
President of InsuranceClass A Common StockExercise-price or tax withholding4,892$12.06 / share$59KJul 1Filed Jul 2 · 1d laterSEC filing
DirectorClass A Common StockGrant or award10,114Award · no purchase priceNon-cash awardJul 1Filed Jul 2 · 1d laterSEC filing
Chief Accounting OfficerClass A Common StockSale10b5-1905$12.01 / share$10.87KJun 30Filed Jul 2 · 2d laterSEC filing
Chief Accounting OfficerClass A Common StockSale10b5-19,440$12.10 / share$114.22KJul 1Filed Jul 2 · 1d laterSEC filing
Chief Accounting OfficerClass A Common StockExercise-price or tax withholding10b5-12,525$12.06 / share$30.45KJul 1Filed Jul 2 · 1d laterSEC filing
DirectorClass A Common StockPurchase9,500$10.46 / share$99.37KMay 15Filed May 19 · 4d laterSEC filing
DirectorClass A Common StockSale10b5-15,531$11.01 / share$60.9KApr 7Filed Apr 8 · 1d laterSEC filing
DirectorClass A Common StockGrant or award11,871Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
DirectorClass A Common StockGrant or award11,871Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
DirectorClass A Common StockGrant or award11,871Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
DirectorClass A Common StockGrant or award11,871Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
DirectorClass A Common StockGrant or award11,871Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
President, Hagerty MarketplaceClass A Common StockGrant or award23,149Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
President, Hagerty MarketplaceClass A Common StockExercise-price or tax withholding9,627$10.66 / share$102.62KApr 1Filed Apr 3 · 2d laterSEC filing
Chief Executive OfficerClass A Common StockExercise-price or tax withholding82,868$10.66 / share$883.37KApr 1Filed Apr 3 · 2d laterSEC filing
CHRO and CAOClass A Common StockGrant or award23,742Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
CHRO and CAOClass A Common StockExercise-price or tax withholding28,278$10.66 / share$301.44KApr 1Filed Apr 3 · 2d laterSEC filing
Chief Financial OfficerClass A Common StockGrant or award54,013Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
Chief Financial OfficerClass A Common StockExercise-price or tax withholding32,388$10.66 / share$345.26KApr 1Filed Apr 3 · 2d laterSEC filing
Chief Financial OfficerClass A Common StockGrant or award962$10.13 / share$9.75KApr 2Filed Apr 3 · 1d laterSEC filing
Chief Information OfficerClass A Common StockGrant or award30,865Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
Chief Information OfficerClass A Common StockExercise-price or tax withholding11,146$10.66 / share$118.82KApr 1Filed Apr 3 · 2d laterSEC filing
DirectorClass A Common StockGrant or award11,871Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
Chief Legal OfficerClass A Common StockGrant or award23,742Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
Chief Legal OfficerClass A Common StockExercise-price or tax withholding4,833$10.66 / share$51.52KApr 1Filed Apr 3 · 2d laterSEC filing
Chief Legal OfficerClass A Common StockGrant or award1,165$10.13 / share$11.8KApr 2Filed Apr 3 · 1d laterSEC filing
Chief Accounting OfficerClass A Common StockGrant or award17,614Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
Chief Accounting OfficerClass A Common StockExercise-price or tax withholding8,456$10.66 / share$90.14KApr 1Filed Apr 3 · 2d laterSEC filing
President of InsuranceClass A Common StockGrant or award46,297Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
President of InsuranceClass A Common StockExercise-price or tax withholding9,899$10.66 / share$105.52KApr 1Filed Apr 3 · 2d laterSEC filing
DirectorClass A Common StockGrant or award11,871Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing
DirectorClass A Common StockGrant or award11,871Award · no purchase priceNon-cash awardApr 1Filed Apr 3 · 2d laterSEC filing

Congress transactions 0

All Congress filings
No disclosed congressional trades for HGTY in the imported filings.

This reflects the filings imported so far, not a complete trading history.

Explore furtherTechnical lab Company financials Test a strategy Compare company

Why this buying score?

Qualifying common-equity purchase value

$24,842 of common-equity purchase value after transaction-age decay across 180 days.

+2 pts

Distinct buying groups

1 distinct reporting-owner group(s). Joint rows count once; identity is not proof of discretion.

+2 pts

Material reported holdings increase

At least one row increased reported same-security holdings by 10% or established a new reported position; indirect interests may overlap.

+3 pts

This score describes qualifying insider purchases at issuer level. Read the methodology

Sources and coverage

Limited filing history · Market-wide discovery does not establish complete company history. View coverage
Source
SEC EDGAR · Form 4
Issuer CIK
0001840776
Latest public acceptance
Oct 5, 2026, 09:15 PM UTC
Score calculated
Oct 8, 2026, 12:10 AM UTC
Parser
form4-parser-1.5
Classifier
form4-classifier-1.1
Scoring methodology
insider-experimental-1.1
Availability
Public filing time, not trade date

Open a transaction's SEC filing for the primary evidence. A code P may describe an open-market or private purchase; classification is not proof of intent.

Insider activity can have many explanations. Signal Strength is not a probability of profit or a recommendation to trade.