As of November 6, 2026, Hagerty, Inc. has reported one leadership change filing to the SEC under Item 5.02 of Form 8-K, on April 15, 2026, naming 1 departure. The latest filing names Michael R. Heaton, leaving (Form 8-K, April 15, 2026).
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Hagerty, Inc. reported a change among its directors and officers to the SEC on Form 8-K, Item 5.02, on 2026-04-15. It names 1 person. Every row below is cited to the filing it comes from, and this page adds each new change as Hagerty, Inc. files it.
Also on the record for Hagerty, Inc.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 6, 2026 | Stake report, Schedule 13G/A, by Neuberger Berman Group LLC | 11.1% of the class | 5%+ stakes | Source |
| September 14, 2026 | Stake report, Schedule 13D/A, by MARKEL GROUP INC. | 42% of the class | 5%+ stakes | Source |
| September 11, 2026 | Stake report, Schedule 13D/A, by HAGERTY HOLDING CORP. | 56.5% of the class | 5%+ stakes | Source |
| April 15, 2026 | Stake report, Schedule 13D/A, by MARKEL GROUP INC. | 44.8% of the class | 5%+ stakes | Source |
| November 14, 2025 | Stake report, Schedule 13G, by T. Rowe Price Investment Management, Inc. | 5.7% of the class | 5%+ stakes | Source |
| November 6, 2025 | Stake report, Schedule 13D/A, by State Farm Mutual Automobile Insurance Company | 53.5% of the class | 5%+ stakes | Source |
| November 5, 2025 | Stake report, Schedule 13D/A, by MARKEL GROUP INC. | 44.9% of the class | 5%+ stakes | Source |
| September 4, 2025 | Stake report, Schedule 13G/A, by Polar Capital Holdings Plc | 5.85% of the class | 5%+ stakes | Source |
| August 15, 2025 | Stake report, Schedule 13D/A, by HAGERTY HOLDING CORP. | 62.4% of the class | 5%+ stakes | Source |
| August 14, 2025 | Stake report, Schedule 13G/A, by Polar Capital Holdings Plc | — | 5%+ stakes | Source |
| August 11, 2025 | Stake report, Schedule 13D/A, by HAGERTY HOLDING CORP. | 62.9% of the class | 5%+ stakes | Source |
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More on Hagerty, Inc. and the records around it.
Hagerty, Inc. elsewhere on the record
- 5%+ stake filings Oct 2026
- Who owns it
Companies that share a holder
- Polar Capital Holdings Plc also filed stake reports on 3 other companies: Arcutis Biotherapeutics, Inc. (Aug 2026), Verastem, Inc. (Jul 2026), ENLIVEN THERAPEUTICS, INC. (Jun 2026)
- State Farm Mutual Automobile Insurance Company also filed stake reports on 3 other companies: ADT, INC. (Aug 2026)
- Neuberger Berman Group LLC also filed stake reports on 37 other companies: Stock Yards Bancorp, Inc. (Nov 2026), TRANSCAT INC (Nov 2026), Xperi Inc. (Oct 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-04-15 | Out | 8-K, 2026-04-15 |
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Find candidates like senior executive at Hagerty, Inc.Every change, in the filing's words
Departing: Michael R. Heaton
On April 13, 2026, Michael R. Heaton resigned from the Board of Directors (the "Board") of Hagerty, Inc. (the "Company"), effective immediately.
- Mr. Heaton served on the Board as the designee of Markel Group Inc. ("Markel") pursuant to the Investor Rights Agreement as defined and described below.
- Mr. Heaton's resignation was not the result of any disagreement with the Company on any matter relating to the Company's operations, policies, or practices.
- In connection with Mr. Heaton's resignation, on April 14, 2026, the Board approved the acceleration of vesting of 10,230 restricted stock units ("RSUs") granted to Mr. Heaton on July 1, 2025, under the Company's 2021 Stock Incentive Plan.
- Under the original terms of the award, the RSUs were scheduled to vest on July 1, 2026.
- The Board determined to accelerate vesting in full, such that all 10,230 RSUs vested on April 14, 2026.
- Pursuant to the Investor Rights Agreement, dated as of August 17, 2021, among the Company, Hagerty Holding Corp., State Farm Mutual Automobile Insurance Company, and Markel (the "Investor Rights Agreement"), Markel has the right to designate one member of the Board, subject to the terms and conditions set forth therein.
- Mr. Heaton had served as Markel's designee since June 2025.
- Following Mr. Heaton's resignation, and pursuant to the Investor Rights Agreement, Markel designated Henrik W. Bj rnstad to serve as its Board designee.
- Mr. Bj rnstad previously served as Managing Director - National Markets at Markel International, a division of Markel.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.