Hagerty, Inc.
For the period ended Mar 31, 2026. Filed May 6, 2026.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Mar 31, 2026 · Filed May 6, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
TABLE OF CONTENTS
| Title | Page |
|---|---|
| Forward Looking Statements | 5 |
| Part I – Financial Information | 6 |
| Item 1. Financial Statements (Unaudited) | 6 |
| Condensed Consolidated Statements of Operations | 6 |
| Condensed Consolidated Statements of Comprehensive Income | 7 |
| Condensed Consolidated Balance Sheets | 8 |
| Condensed Consolidated Statements of Changes in Temporary Equity and Stockholders' Equity | 9 |
| Condensed Consolidated Statements of Cash Flows | 11 |
| Notes Accompanying the Condensed Consolidated Financial Statements | 12 |
| Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations | 44 |
| Item 3. Quantitative and Qualitative Disclosures About Market Risk | 61 |
| Item 4. Controls and Procedures | 61 |
| Part II – Other Information | 62 |
| Item 1. Legal Proceedings | 62 |
| Item 1A. Risk Factors | 62 |
| Item 2. Unregistered Sales of Equity Securities and Use of Proceeds | 62 |
| Item 3. Defaults Upon Senior Securities | 62 |
| Item 4. Mine Safety Disclosures | 62 |
| Item 5. Other Information | 62 |
| Item 6. Exhibits | 63 |
| Signatures | 64 |
Where You Can Find More Information
Our Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q, Current Reports on Form 8-K, as well as any amendments to those reports, are available free of charge through our website at investor.hagerty.com after we file them with, or furnish them to, the Securities and Exchange Commission ("SEC"). We use our investor relations website, investor.hagerty.com, as a means of disclosing information which may be of interest or material to our investors and for complying with disclosure obligations under Regulation FD. Accordingly, investors should monitor our investor relations website, in addition to following our press releases, SEC filings, public conference calls, webcasts, and social media channels. Information contained on or accessible through our website or social media channels is not a part of, and is not incorporated by reference into, this Quarterly Report on Form 10-Q (this "Quarterly Report") or any other report or document we file with the SEC. Any reference to our website in this Quarterly Report is intended to be an inactive textual reference only.
Unless the context indicates otherwise, the terms "we," "our," "us," "Hagerty," and the "Company" refer to Hagerty, Inc. and its consolidated subsidiaries, including The Hagerty Group, LLC ("THG").
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.