Insider Trading January 27, 2026

Hagerty President Executes $620,500 Stock Sale, Converts Units Into Class A Shares

Kenneth Ahn sold 50,000 Hagerty Class A shares under a 10b5-1 plan while converting an equal number of units the same day

By Derek Hwang HGTY
Hagerty President Executes $620,500 Stock Sale, Converts Units Into Class A Shares
HGTY

Kenneth Ahn, president of Hagerty Marketplace, executed a pre-arranged sale of 50,000 Class A shares on January 26, 2026 for $620,500 at prices between $12.30 and $12.67. The transaction, carried out under a Rule 10b5-1 plan adopted September 15, 2025, coincided with Ahn acquiring 50,000 Class A shares via conversion of Hagerty Group units at no cost. Post-transaction holdings include 113,593 directly held Class A shares and 775,213 Released Units held indirectly through Quadrifoglio Holdings LLC. Hagerty's valuation metrics and recent quarterly results are also summarized.

Key Points

  • Kenneth Ahn sold 50,000 Class A shares for $620,500 on Jan. 26, 2026 under a Rule 10b5-1 plan and simultaneously received 50,000 Class A shares via unit conversion at $0.
  • Post-transaction holdings include 113,593 directly owned Class A shares and 775,213 Released Units held indirectly through Quadrifoglio Holdings LLC.
  • Hagerty reported Q3 2025 EPS of $0.11 versus $0.08 expected and revenue of $380 million versus $354.35 million expected; market cap is $4.28 billion and P/E is 38.02.

Kenneth Ahn, who serves as president of Hagerty Marketplace, sold 50,000 shares of Hagerty, Inc. Class A Common Stock (NASDAQ: HGTY) on January 26, 2026, generating proceeds of $620,500. The shares were disposed of at prices ranging from $12.30 to $12.67, which the company noted were modestly above the then-current trading price of $12.14.

The disposition was executed pursuant to a previously established Rule 10b5-1 trading plan that Ahn adopted on September 15, 2025. On the same date as the sale, Ahn, acting through Quadrifoglio Holdings LLC, also acquired 50,000 shares of Class A Common Stock as a result of the conversion of units in The Hagerty Group, LLC. The conversion price for those units was recorded as $0.

After these transactions were completed, Ahn's direct ownership in Hagerty consists of 113,593 Class A Common Stock shares. In addition, Quadrifoglio Holdings LLC holds 775,213 Released Units, which Ahn indirectly owns.

InvestingPro data cited within the company disclosure indicates a market capitalization for Hagerty of $4.28 billion. On valuation metrics, Hagerty is trading at a price-to-earnings ratio of 38.02 and is reporting earnings per share of $0.36, reflecting that the company remains profitable. The InvestingPro analysis referenced in the disclosure also indicates net income is expected to grow this year.

Hagerty's recent operating results were highlighted by third-quarter 2025 performance that exceeded analyst expectations. The company reported third-quarter earnings per share of $0.11, versus a consensus forecast of $0.08, representing a 37.5% surprise to the upside. Revenue for the quarter totaled $380 million, compared with analystsexpectations of $354.35 million.

Alongside its quarterly report, Hagerty disclosed amendments to key commercial arrangements with Markel Group Inc. and Essentia Insurance Company. The amendments extend a fronting arrangement through December 31, 2028, and preserve Hagerty's subsidiary option to acquire Essentia Insurance Company during the window from January 1, 2026 through January 1, 2028.

Following the company's strong third-quarter results, Keefe, Bruyette & Woods revised its valuation view by raising its price target for Hagerty to $15.00 from $14.00 while maintaining an Outperform rating.

These developments - the insider sale and concurrent conversion of units, the company's earnings beat and revenue outperformance, and contractual amendments with insurance partners - together outline a period of transactional activity and reported financial improvement for Hagerty.


Key points

  • Kenneth Ahn sold 50,000 Class A shares for $620,500 on January 26, 2026 under a Rule 10b5-1 plan and simultaneously acquired 50,000 Class A shares via unit conversion at a $0 conversion price.
  • Post-transaction holdings: Ahn directly owns 113,593 Class A shares and indirectly holds 775,213 Released Units through Quadrifoglio Holdings LLC.
  • Hagerty reported stronger-than-expected Q3 2025 results - EPS $0.11 versus $0.08 expected and revenue $380 million versus $354.35 million expected - and has a market cap of $4.28 billion with a P/E of 38.02.

Risks and uncertainties

  • Insider transactions can reflect pre-arranged plans and conversions rather than discretionary selling; the timing and scale of the sale were governed by a 10b5-1 plan adopted on September 15, 2025 - this may limit interpretive clarity for market participants tracking insider confidence. (Sectors impacted: financial markets, investor relations)
  • Hagerty's valuation metrics show a high P/E of 38.02 despite profitability, which may present valuation sensitivity if earnings projections change. (Sectors impacted: equity markets, insurance-linked financial services)
  • Contractual amendments and optional acquisition windows with partners such as Essentia introduce execution risk around potential strategic moves, including the preserved option to purchase Essentia between January 1, 2026 and January 1, 2028. (Sectors impacted: insurance, specialty financial services)

Risks

  • The sale was conducted under a pre-arranged 10b5-1 plan adopted Sept. 15, 2025, which may affect interpretations of insider intent (impacts investor relations and financial markets).
  • Hagerty's elevated P/E of 38.02 could make the stock sensitive to any downward revisions in earnings expectations (impacts equity markets and insurance-linked securities).
  • Amended agreements and an acquisition option for Essentia create execution risk around potential strategic transactions between Jan. 1, 2026 and Jan. 1, 2028 (impacts the insurance sector).

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