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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition 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. The Company will also be holding a conference call on May 6, 2026 to discuss its financial results for the three months ended March 31, 2026. The full text of the Company's letter to its stockholders and press release are attached hereto as Exhibit 99.1 and Exhibit 99…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Item 5.02(b) Departure of Directors . On April 13, 2026, Michael R. Heaton resigned from the Board of Directors (the “Board”) of Hagerty, Inc. (the “Company”), effective immediately. Mr. Heaton served on the Board as the designee of Markel Group Inc. (“Markel”) pursuant to the Investor Rights Agreement as defined and described below. Mr. Heaton’s r…
Results of Operations and Financial Condition On February 26, 2026, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter and year ended December 31, 2025 by issuing a letter to its stockholders and a press release. The Company will also be holding a conference call on February 26, 2026 to discuss its financial results for the year ended December 31, 2025. The full text of the Company's letter to its stockholders and press release are attached hereto as Exhibit…
Entry into a Material Definitive Agreement On December 31, 2025, following receipt of required regulatory approvals, Hagerty, Inc. (the “ Company ” ), Markel Group Inc., a significant Company stockholder and longstanding strategic partner (“ Markel ” ), The Hagerty Group, LLC (“ OpCo ” ), Hagerty Insurance Agency, LLC ( “ HIA ”), Hagerty Reinsurance Limited (“ Hagerty Re ”), and Essentia Insurance Company ( “ Essentia ”) consummated the previously announced fronting arrangement by amending an…
Results of Operations and Financial Condition On November 4, 2025, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended September 30, 2025 by issuing a letter to its stockholders and a press release. The Company will also be holding a conference call on November 4, 2025 to discuss its financial results for the three and nine months ended September 30, 2025. The full text of the Company's letter to its stockholders and press release are attached hereto as…
Entry into a Material Definitive Agreement. On August 7, 2025, Hagerty, Inc. (the “ Company ”), The Hagerty Group, LLC, Hagerty Holding Corp. and Aldel LLC (Hagerty Holding Corp. and Aldel LLC together, the “ Selling Stockholders ”) entered in an underwriting agreement (the “ Underwriting Agreement ”) with Keefe, Bruyette & Woods, Inc. and J.P. Morgan Securities LLC as representatives of the several underwriters named therein (collectively, the “ Underwriters ”). Pursuant to the Underwriting…
Results of Operations and Financial Condition On August 4, 2025, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended June 30, 2025 by issuing a letter to its stockholders and a press release. The Company will also be holding a conference call on August 4, 2025 to discuss its financial results for the three and six months ended June 30, 2025. The full text of the Company's letter to its stockholders and press release are attached hereto as Exhibit 99.1 an…
Results of Operations and Financial Condition On May 7, 2025, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended March 31, 2025 by issuing a letter to its stockholders and a press release. The Company will also be holding a conference call on May 7, 2025 to discuss its financial results for the three months ended March 31, 2025. The full text of the Company's letter to its stockholders and press release are attached hereto as Exhibit 99.1 and Exhibit 99…
Departure of Directors or Certain Officers; Election of Directors: Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. 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"). Mr. Crowley's Board service, including his membership on the Company's Talent, Cu…
Termination of a Material Definitive Agreement In connection with the entry into the Credit Agreement, the Borrower used the proceeds from the Facility provided thereunder, together with cash on hand, to repay in full all indebtedness, liabilities and other obligations outstanding under, and terminated, the Amended and Restated Credit Agreement, dated as of December 12, 2018 (as amended, restated, amended and restated, supplemented or modified, the “ Prior Credit Agreement ”), by and among th…
Entry into a Material Definitive Agreement New Unsecured Revolving Credit Facility On March 7, 2025, The Hagerty Group, LLC (the “ Borrower ”) entered into a Credit Agreement (“ Credit Agreement ”), with JPMorgan Chase Bank, N.A., as administrative agent, issuing bank and swingline lender, the foreign subsidiary borrowers party thereto, and the other financial institutions party thereto as lenders (the “ Lenders ”). Under the Credit Agreement, the Borrower obtained a $375.0 million senior uns…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of Registrant The disclosure set forth in
Results of Operations and Financial Condition On March 4, 2025, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter and year ended December 31, 2024 by issuing a letter to its stockholders and a press release. The Company will also be holding a conference call on March 4, 2025 to discuss its financial results for the year ended December 31, 2024. The full text of the Company's letter to its stockholders and press release are attached hereto as Exhibit 99.1 and…
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