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Midas Edge

Hagerty Inc

For the period ended Dec 31, 2023. Filed Mar 12, 2024.

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About this filing

A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.

FY2023 · Filed Mar 12, 2024

HGTY$16.94-1.6%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

See the whole filing, with its images and exhibits
Contents

TABLE OF CONTENTS

TitlePage
Where You Can Find More Information4
Cautionary Statement Regarding Forward-Looking Statements5
PART I6
ITEM 1: BUSINESS6
ITEM 1A. RISK FACTORS13
ITEM 1B. UNRESOLVED STAFF COMMENTS42
ITEM 1C. CYBERSECURITY42
ITEM 2. PROPERTIES43
ITEM 3. LEGAL PROCEEDINGS43
ITEM 4. MINE SAFETY DISCLOSURES43
PART II43
ITEM 5. MARKET FOR REGISTRANT'S COMMON EQUITY, RELATED STOCKHOLDER MATTERS AND ISSUER PURCHASES OF EQUITY SECURITIES43
ITEM 6. [ Reserved ]45
ITEM 7. MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS45
ITEM 7A. QUANTITATIVE AND QUALITATIVE DISCLOSURES ABOUT MARKET RISK67
ITEM 8. FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA68
ITEM 9. CHANGES IN AND DISAGREEMENTS WITH ACCOUNTANTS ON ACCOUNTING AND FINANCIAL DISCLOSURES128
ITEM 9A. CONTROLS AND PROCEDURES128
ITEM 9B. OTHER INFORMATION129
ITEM 9C. DISCLOSURE REGARDING FOREIGN JURISDICTION THAT PREVENT INSPECTIONS129
PART III129
ITEM 10. DIRECTORS, EXECUTIVE OFFICERS AND CORPORATE GOVERNANCE129
ITEM 11. EXECUTIVE COMPENSATION129
ITEM 12. SECURITY OWNERSHIP OF CERTAIN BENEFICIAL OWNER AND MANAGEMENT AND RELATED STOCKHOLDER MATTERS129
ITEM 13. CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS, AND DIRECTOR INDEPENDENCE130
ITEM 14. PRINCIPAL ACCOUNTING FEES AND SERVICES130
PART IV131
ITEM 15. EXHIBITS, FINANCIAL STATEMENT SCHEDULES131
Signatures135
ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.