Hagerty, Inc. (HGTY) — SEC Filings
Hagerty, Inc. (HGTY) — 31 SEC filings. Latest: 10-Q (Nov 4, 2025). Includes 17 8-K, 5 10-Q, 3 SC 13D/A.
View Hagerty, Inc. on SEC EDGAR
Overview
Hagerty, Inc. (HGTY) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 4, 2025: Hagerty, Inc. reported a significant increase in net income attributable to Class A Common Stockholders, reaching $18.945 million for the three months ended September 30, 2025, up from $3.010 million in the prior year period, representing a 529% increase. Total revenue grew by 17.5% to $379.994 mill
Sentiment Summary
Across 31 filings, the sentiment breakdown is: 3 bullish, 1 bearish, 27 neutral. The dominant filing sentiment for Hagerty, Inc. is neutral.
Filing Type Overview
Hagerty, Inc. (HGTY) has filed 5 10-Q, 17 8-K, 2 DEF 14A, 2 10-K, 1 SC 13G, 3 SC 13D/A, 1 DEFA14A with the SEC between Feb 2024 to Nov 2025.
Filings by Year
Recent SEC Filings (31)
Risk Profile
Risk Assessment: Of HGTY's 29 recent filings, 0 were flagged as high-risk, 17 as medium-risk, and 12 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $379.994M |
| Net Income | $18.945M |
| EPS | $0.11 |
| Cash Position | $160.386M |
| Operating Margin | 9.03% |
| Total Assets | $2.151B |
Key Executives
- Michael J. Ryan
- Robert M. L. Wheeler
- David J. L. Wheeler
- Matthew D. Melick
- Robert M. Lally, Jr.
- David M. Meline
- Michael J. Smith
- McKeel Hagerty
- Patrick J. Collins
- Patrick J. Gallagher
- Scott R. Crump
- Marjorie L. Bowen
Industry Context
Hagerty operates in the niche but growing specialty automotive market, which includes classic cars, performance vehicles, and other enthusiast-owned automobiles. The industry is characterized by a passionate consumer base and a need for specialized insurance products. Trends include increasing vehicle values, a growing interest in car collecting, and the integration of digital platforms for sales, services, and community engagement.
Top Tags
Insurance (3) · Revenue Growth (3) · regulatory-filing (3) · shareholder-vote (3) · 10-Q (3) · material-agreement (3) · sec-filing (3) · Hagerty (3) · Membership Services (2) · Financial Performance (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Income Attributable to Class A Common Stockholders (Q3 2025) | $18.945M | Increased 529% from $3.010M in Q3 2024 |
| Total Revenue (Q3 2025) | $379.994M | Increased 17.5% from $323.374M in Q3 2024 |
| Commission and Fee Revenue (Q3 2025) | $137.103M | Increased 17.9% from $116.161M in Q3 2024 |
| Membership, Marketplace and Other Revenue (Q3 2025) | $55.852M | Increased 34.5% from $41.527M in Q3 2024 |
| Operating Income (Q3 2025) | $34.317M | Increased from $10.089M in Q3 2024 |
| Interest and Other Income (Expense), Net (Q3 2025) | ($20.980M) | Shifted from $8.359M income in Q3 2024 |
| Cash and Cash Equivalents (Sept 30, 2025) | $160.386M | Increased from $104.784M at Dec 31, 2024 |
| Total Assets (Sept 30, 2025) | $2.151B | Increased from $1.709B at Dec 31, 2024 |
| Tax Receivable Agreement Liability (Sept 30, 2025) | $37.913M | Increased from $1.956M at Dec 31, 2024 |
| Commission File Number | 001-40244 | Identifies Hagerty's SEC filing history |
| I.R.S. Employer Identification No. | 86-1213144 | Tax identification for Hagerty, Inc. |
| Q2 2025 Total Revenue | $250.5M | Increased 19.1% from Q2 2024's $210.3M |
| YTD 2025 Total Revenue | $480.2M | Increased 20.0% from YTD 2024's $400.1M |
| Q2 2025 Commission & Fee Revenue | $200.1M | Increased 17.6% from Q2 2024's $170.2M |
| Q2 2025 Membership & Other Revenue | $50.4M | Increased 25.7% from Q2 2024's $40.1M |
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Frequently Asked Questions
What are the latest SEC filings for Hagerty, Inc. (HGTY)?
Hagerty, Inc. has 31 recent SEC filings from Feb 2024 to Nov 2025, including 17 8-K, 5 10-Q, 3 SC 13D/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of HGTY filings?
Across 31 filings, the sentiment breakdown is: 3 bullish, 1 bearish, 27 neutral. The dominant sentiment is neutral.
Where can I find Hagerty, Inc. SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Hagerty, Inc. (HGTY) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Hagerty, Inc.?
Key financial highlights from Hagerty, Inc.'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for HGTY?
The investment thesis for HGTY includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Hagerty, Inc.?
Key executives identified across Hagerty, Inc.'s filings include Michael J. Ryan, Robert M. L. Wheeler, David J. L. Wheeler, Matthew D. Melick, Robert M. Lally, Jr. and 7 others.
What are the main risk factors for Hagerty, Inc. stock?
Of HGTY's 29 assessed filings, 0 were flagged high-risk, 17 medium-risk, and 12 low-risk.
What are recent predictions and forward guidance from Hagerty, Inc.?
Forward guidance and predictions for Hagerty, Inc. are extracted from SEC filings as they are enriched.