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Gift or transfer — classified separately from trades.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell.
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
Nov 6, 2026
Reporting period
Not applicable
Filed with the SEC
Nov 10, 2026
CEOIndirect holdingGift / transfer
Context
Classification
gift transfer
Code G — gift, bequest or transfer
Planned / mechanical clue
None found in footnotes
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001628280-26-072892
Filed / recorded
Nov 10, 2026, 10:57 PM UTC
Added to OQRO
Nov 10, 2026, 11:00 PM UTC
Parser
form4-xml-v2
Data quality
Verified: identifiers matched exactly
Issuer
Hagerty, Inc.
Issuer CIK
1840776
Ticker
HGTY
Reporting person
Mckeel Hagerty
Relationship
Director, Officer
Officer title
Chief Executive Officer
Security
Series A Convertible Preferred Stock
Table
Derivative (Table II)
Transaction date
Nov 6, 2026
Transaction code
G
Shares / units
530,220
Price per share
$0.00
Acquired / disposed
Disposed (D)
Shares owned after
2
Ownership form
Indirect — Held by McKeel O Hagerty Revocable Trust dated September 18, 2003
Amendment
No
Footnotes from the filing
Each share of Series A Convertible Preferred Stock is convertible into the number of shares of Class A Common Stock equal to its liquidation preference of $9.43 divided by the conversion price of $11.79
Gifts to trusts for estate planning purposes.
Issuer may require Reporting Person to convert all or any portion of Series A Preferred Stock where: (i) if, on or after the third anniversary of June 23, 2023 (the "Issue Date") and prior to the seventh anniversary of the Issue Date, the closing price of the Class A Common Stock exceeds 150% of the Conversion Price for at least twenty (20) trading days in any period of thirty (30) consecutive trading days; (ii) if, on or after the seventh anniversary of the Issue Date and prior to the tenth anniversary of the Issue Date, the closing price of the Class A Common Stock exceeds 100% of the Conversion Price for at least twenty (20) trading days in any period of thirty (30) consecutive trading days; or (iii) on or after the tenth anniversary of the Issue Date.
Held by McKeel O Hagerty Revocable Trust dated September 18, 2003 (the "Trust"). Reporting Person is the trustee for the Trust and has investment power over the Series A Convertible Preferred Stock held by the Trust.
Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.
