Hagerty Inc (HGTY)

Sector:
FINANCE
Industry:
INSURANCE
SIC:
INSURANCE AGENTS, BROKERS & SERVICE
CEO:
McKeel O. Hagerty
Employees:
1,670
121 DRIVERS EDGE, TRAVERSE CITY, MI, 49684
800-922-4050

Hagerty, Inc. provides insurance agency services worldwide. It offers automobile and boat insurance products; and reinsurance products. The company also publishes contents through the HDC Magazine, video content, YouTube channel. In addition, it offers DriveShare, a peer-to-peer rental platform.

Data derived from most recent annual or quarterly report
Market Cap 821.213 Million Shares Outstanding83.203 Million Avg 30-day Volume 121.765 Thousand
P/E Ratio0.0 Dividend Yield0.0 EPS-0.47
Price to Revenue4.064 Debt to Equity0.3489 EBITDA-27.645 Million
Price to Book Value30.5479 Operating Margin-7.0937 Enterprise Value2.838 Billion
Current Ratio1.462 EPS Growth0 Quick Ratio0.378
1 Yr BETA 0.9072 52-week High/Low 16.23 / 7.23 Profit Margin-4.2717
Operating Cash Flow Growth0.0 Altman Z-Score2.1451 Free Cash Flow to Firm 0
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Funds Holding HGTY (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding HGTY

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Recent Filings

Financial Reporting

Ownership

  • 4: filed on 2022-12-30 by KAUFFMAN ROBERT I
  • 4: filed on 2022-12-23 by KAUFFMAN ROBERT I
  • 4: filed on 2022-12-20 by KAUFFMAN ROBERT I
  • 4: filed on 2022-12-13 by KAUFFMAN ROBERT I
  • 4: filed on 2022-04-05 by KAUFFMAN ROBERT I
  • 4: filed on 2022-04-05 by BUTCHER JOHN CARLISLE
  • 4: filed on 2022-04-05 by ANGELINA MICHAEL E
  • 4: filed on 2022-04-05 by SMITH KELLY EDWARD
  • 4: filed on 2022-04-05 by TIPSORD MICHAEL L.
  • 4: filed on 2022-04-05 by SALMI MIKA

    • Events (8k)

    Proxy

    Prospectus

    All

    Open Market Buys/Sells Last 60 Days

    Open Market Buys (P)

    113.7 Thousand total shares from 5 transactions

    Open Market Sells (S)

    none

    Exercise Derivative Conversion (M)

    none

    Current/Former Insiders

    Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

    KAUFFMAN ROBERT I

    • Director
    		 871,384 2022-12-28 5

    SWANSON WILLIAM H

    • Director
    		 408,341 2022-04-01 1

    CROWLEY F. MICHAEL

    • Director
    		 8,341 2022-04-01 1

    ANGELINA MICHAEL E

    • Director
    		 8,341 2022-04-01 1

    TIPSORD MICHAEL L.

    • Director
    		 8,341 2022-04-01 1

    HARRIS LAURIE

    • Director
    		 8,341 2022-04-01 1

    KAY SABRINA

    • Director
    		 8,341 2022-04-01 1

    AHN KENNETH PRESIDENT, HAGERTY MARKETPLACE

    • Officer
    		 34,939 2022-04-01 2

    REHRIG PAUL PRES. OF HAGERTY MEDIA & ENTMT

    • Officer
    		 75,486 2022-04-01 1

    MATTHEWS BARBARA E SVP, GEN COUNSEL & CORP SECR.

    • Officer
    		 124,374 2022-04-01 1

    CHAMPAGNE COLLETTE CHIEF OPERATING OFFICER

    • Officer
    		 251,189 2022-04-01 1

    TURCOTTE FREDERICK CHIEF FINANCIAL OFFICER

    • Officer
    		 560,890 2022-04-01 1

    HAGERTY MCKEEL CHIEF EXECUTIVE OFFICER

    • Officer
    • Director
    		 5,001,729 2022-04-01 1

    SALMI MIKA

    • Director
    		 8,341 2022-04-01 1

    BUTCHER JOHN CARLISLE PRESIDENT

    • Officer
    		 71,084 2022-04-01 1

    SMITH KELLY EDWARD CHIEF STRATEGY OFFICER

    • Officer
    		 185 2022-04-01 1

    STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

    • 10% Owner
    		 50,000,000 2021-12-02 0

    MARKEL CORP

    • 10% Owner
    		 3,000,000 2021-12-02 0

    HAGERTY HOLDING CORP.

    • 10% Owner
    		 0 2021-12-02 0

    Insider Transactions Last 60 Days

    Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
    Disposed    		 Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

    KAUFFMAN ROBERT I - Director by aldel llc

    		2022-12-30 16:15:50 -0500 2022-12-28 P 19,824 $2.00 a 871,384 indirect yes

    KAUFFMAN ROBERT I - Director by aldel llc

    		2022-12-23 17:43:38 -0500 2022-12-22 P 9,900 $2.00 a 851,560 indirect yes

    KAUFFMAN ROBERT I - Director by aldel llc

    		2022-12-20 16:45:32 -0500 2022-12-19 P 39,284 $2.00 a 841,660 indirect yes

    KAUFFMAN ROBERT I - Director by aldel llc

    		2022-12-20 16:45:32 -0500 2022-12-16 P 19,632 $2.00 a 802,376 indirect yes

    KAUFFMAN ROBERT I - Director by aldel llc

    		2022-12-13 16:14:50 -0500 2022-12-09 P 25,087 $1.99 a 782,744 indirect yes

    * -

    Transaction Code Definitions
    Code Definition
    A Grant, award or other acquisition pursuant to Rule 16b-3(d)
    C Conversion of derivative security
    D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
    E Expiration of short derivative position
    F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
    G Bona fide gift
    H Expiration (or cancellation) of long derivative position with value received
    I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
    J Other acquisition or disposition
    L Small acquisition under Rule 16a-6
    M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
    O Exercise of out-of-the-money derivative security
    P Open market or private purchase of non-derivative or derivative security
    S Open market or private sale of non-derivative or derivative security
    U Disposition pursuant to a tender of shares in a change of control transaction
    W Acquisition or disposition by will or the laws of descent and distribution
    X Exercise of in-the-money or at-the-money derivative security
    Z Deposit into or withdrawal from voting trust

    IBR Securities Loan Availability

    Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

    Security Date/Time Rebate Rate Fee Rate Shares Available
    HAGERTY INC-A HGTY 2023-02-03 22:15:03 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 21:45:03 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 21:15:03 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 20:45:06 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 20:15:04 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 19:45:03 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 19:15:04 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 18:45:03 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 18:15:03 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 17:45:03 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 17:15:04 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 16:45:04 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 16:15:03 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 15:45:03 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 15:15:03 UTC 0.863 3.707 150000
    HAGERTY INC-A HGTY 2023-02-03 14:45:04 UTC 0.6321 3.6879 150000
    HAGERTY INC-A HGTY 2023-02-03 14:15:04 UTC 0.6321 3.6879 150000
    HAGERTY INC-A HGTY 2023-02-03 13:45:03 UTC 0.6321 3.6879 150000
    HAGERTY INC-A HGTY 2023-02-03 13:15:03 UTC 0.6321 3.6879 150000
    HAGERTY INC-A HGTY 2023-02-03 12:45:03 UTC 0.6321 3.6879 150000

    Current Active Short Positions

    Holder Issuer Net Short Position Position Date Origin
    Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund HGTY -1900.0 shares, $-17081.0 2022-09-30 N-PORT
    CRM Mutual Fund Trust- CRM LONG/SHORT OPPORTUNITIES HGTY -62141.0 shares, $-558647.59 2022-09-30 N-PORT

    No recent transactions

    *** To see all congressional transactions (since 2022) for this stock, please use the congressional transaction search page***

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