AI filing briefs

Hagerty, Inc. (HGTY)

HGTY 8-K filings, explained

Every material Form 8-K Hagerty, Inc. has filed with the SEC since September 09, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.

Briefs on record3since Sep 09, 2026
Latest filingNov 03, 2026earnings
High impact (4-5)1of 3 briefs
ToneMixed1Neutral2
shareholder 2earnings 1

2026

Nov 3, 8:11 AM ET

Hagerty raises 2026 profit outlook; Q3 net income falls 21% to $36 million

Mixed earnings Written later 2.027.01

Hagerty reported third-quarter 2026 results, with net income of $36.3 million, down 21.4% from $46.2 million a year earlier, and total revenue of $354 million, down 9.5%, largely due to the Markel Fronting Arrangement. Adjusted EBITDA rose 64% to $97 million, and the company raised its full-year 2026 net income range to $48 million–$60 million from $18 million–$30 million and its Adjusted EBITDA range to $305 million–$315 million from $270 million–$280 million.

  • Q3 2026 net income was $36 million versus $46 million a year earlier, and basic and diluted EPS were $0.08, compared with $0.18 and $0.11 in Q3 2025.
  • Q3 2026 Adjusted EBITDA rose 64% to $97 million; year-to-date Adjusted EBITDA rose 43% to $257 million.
  • Q3 2026 written premium rose 16% to $386 million, and total revenue fell 9% to $354 million, reflecting elimination of Markel-related commission revenue.
  • Full-year 2026 outlook includes about $199 million of pre-tax Markel transitional costs; the company now expects Written Premium growth of 16%–17%.
Read the filing on SEC.gov ↗
Sep 11, 4:10 PM ET

Hagerty: Selling stockholder sells 10,637,500 Class A shares at $11.95 each

Neutral shareholder Written later 1.018.01

Hagerty Holding Corp., Hagerty's selling stockholder, sold 10,637,500 Class A common shares in a secondary offering after the underwriters exercised their option in full. Hagerty, Inc. said it will receive none of the proceeds, so the sale does not add cash to the company, but it does increase the number of publicly traded Class A shares.

  • Public offering price of $11.95 per share, priced September 9, 2026
  • 10,637,500 shares sold, including 1,387,500 shares from the underwriters' option exercised in full
  • Offering closed September 11, 2026; Hagerty, Inc. receives none of the proceeds
  • Selling stockholder says net proceeds will fund a redemption of its HHC shares for the Kim Hagerty Revocable Trust
Read the filing on SEC.gov ↗
Sep 9, 4:25 PM ET

Hagerty announces secondary offering of 8.25 million Class A shares by Hagerty Holding

Neutral shareholder Written later 7.01

Hagerty, Inc. announced that its majority holder, Hagerty Holding Corp., plans an underwritten secondary offering of 8,250,000 shares of Hagerty Class A common stock, with a 30-day option for underwriters to buy up to 1,237,500 more. Hagerty will not receive any proceeds from the sale, so the offering does not raise capital for the company, though Hagerty will bear its own expenses of the offering.

  • Selling stockholder Hagerty Holding Corp. intends to offer 8,250,000 Class A shares.
  • Underwriters have a 30-day option to purchase up to 1,237,500 additional shares.
  • Hagerty receives no proceeds; Hagerty Holding Corp. bears its underwriting discount and the company bears remaining expenses.
  • Wells Fargo Securities and J.P. Morgan are lead bookrunning managers, per the September 9, 2026 press release.
Read the filing on SEC.gov ↗

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.

Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Hagerty, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →