Results of Operations and Financial Condition On August 5, 2026, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended June 30, 2026 by issuing a letter to its stockholders and a press release. The Company will also be holding a conference call on August 5, 2026 to discuss its financial results for the three and six months ended June 30, 2026. The full text of the Company's letter to its stockholders and press release are attached hereto as Exhibit 99.1 an…

The filing details the adoption of a new severance and change in control plan, which is an administrative update to executive employment arrangements.

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…

Director — Michael R. Heaton: Mr. Heaton resigned from the Board of Directors, but his departure was not due to any disagreement with the Company.

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…

Director — F. Michael Crowley: Mr. Crowley does not intend to stand for re-election at the Company's annual meeting, and a successor has been named.

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…

Results of Operations and Financial Condition On November 7, 2024, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended September 30, 2024 by issuing a letter to its stockholders and a press release. The Company will also be holding a conference call on November 7, 2024 to discuss its financial results for the three and nine months ended September 30, 2024. The full text of the Company's letter to its stockholders and press release are attached hereto as…

Other Events. On September 1, 2024, Hagerty Insurance Holdings, Inc., a subsidiary of Hagerty Inc., consummated the previously announced acquisition of Consolidated National Insurance Company for cash consideration of approximately $18.4 million. SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. HAGERTY, INC. /s/ Diana M. Chafey Date: September 6, 20…

Results of Operations and Financial Condition On August 6, 2024, Hagerty, Inc. (the "Company") announced its financial results for the fiscal quarter ended June 30, 2024 by issuing a letter to its stockholders and a press release. The Company will also be holding a conference call on August 6, 2024 to discuss its financial results for the three and six months ended June 30, 2024. The full text of the Company's letter to its stockholders and press release are attached hereto as Exhibit 99.1 an…

Director — Anthony J. Kuczinski: Mr. Kuczinski was elected as a director of Hagerty, Inc.

Entry into a Material Definitive Agreement. As previously disclosed, on June 3, 2024, Hagerty, Inc., a Delaware corporation (the “ Company ”), commenced an exchange offer (the “ Offer ”) and consent solicitation (the “ Consent Solicitation ”) relating to its (i) public warrants (the “ Public Warrants ”), (ii) private placement warrants (the “ Private Warrants ”), (iii) underwriter warrants (the “ Underwriter Warrants ”), (iv) OTM warrants (the “ OTM Warrants ” and together with the Private Wa…

Material Modifications to Rights of Security Holders.

Other Events. On July 3, 2024, the Company issued a press release announcing the final results of the Offer and Consent Solicitation, the Company’s entry into the Warrant Amendments and the Exchange Date. A copy of the press release is attached as Exhibit 99.1 and is incorporated by reference herein. No Offer or Solicitation This announcement is for informational purposes only and shall not constitute an offer to purchase or a solicitation of an offer to sell the Warrants or an offer to sell…

Other Events. On June 3, 2024, Hagerty, Inc., a Delaware corporation (the “ Company ”), announced the commencement of an exchange offer (the “ Offer ”) and consent solicitation (the “ Consent Solicitation ”) relating to its (i) public warrants (the “ Public Warrants ”), (ii) private placement warrants (the “ Private Warrants ”), (iii) underwriter warrants (the “ Underwriter Warrants ”), (iv) OTM warrants (the “ OTM Warrants ” and collectively with the Private Warrants and the Underwriter Warr…

Entry into a Material Definitive Agreement On May 29 , 2024, The Hagerty Group, LLC (the “ Borrower ”) entered into an Eleventh Amendment (the “ Eleventh Amendment ”) to the Amended and Restated Credit Agreement (“ Credit Agreement ”), which amended the terms of its credit facility 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 “ Lende…

President of Insurance — Jeff Briglia: The company appointed Jeff Briglia as President of Insurance, a significant leadership addition.