0000814133-23-000040.txt : 20230210
0000814133-23-000040.hdr.sgml : 20230210
20230210132619
ACCESSION NUMBER: 0000814133-23-000040
CONFORMED SUBMISSION TYPE: SC 13G/A
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20230209
DATE AS OF CHANGE: 20230210
SUBJECT COMPANY:
COMPANY DATA:
COMPANY CONFORMED NAME: Hagerty, Inc.
CENTRAL INDEX KEY: 0001840776
STANDARD INDUSTRIAL CLASSIFICATION: INSURANCE AGENTS BROKERS & SERVICES [6411]
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: SC 13G/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 005-92476
FILM NUMBER: 23610165
BUSINESS ADDRESS:
STREET 1: 121 DRIVERS EDGE
CITY: TRAVERSE CITY
STATE: MI
ZIP: 49684
BUSINESS PHONE: 800-922-4050
MAIL ADDRESS:
STREET 1: 121 DRIVERS EDGE
CITY: TRAVERSE CITY
STATE: MI
ZIP: 49684
FORMER COMPANY:
FORMER CONFORMED NAME: Aldel Financial Inc.
DATE OF NAME CHANGE: 20210115
FILED BY:
COMPANY DATA:
COMPANY CONFORMED NAME: WASATCH ADVISORS INC
CENTRAL INDEX KEY: 0000814133
IRS NUMBER: 870319391
STATE OF INCORPORATION: UT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: SC 13G/A
BUSINESS ADDRESS:
STREET 1: 505 WAKARA WAY
STREET 2: 3RD FLOOR
CITY: SALT LAKE CITY
STATE: UT
ZIP: 84108
BUSINESS PHONE: 8015330777
MAIL ADDRESS:
STREET 1: 505 WAKARA WAY
STREET 2: 3RD FLOOR
CITY: SALT LAKE CITY
STATE: UT
ZIP: 84108
SC 13G/A
1
hgty223.txt
SCHEDULE 13G
Amendment No. 2
Name of Issuer: Hagerty, Inc.
Title of Class of Securities: Common Stock
CUSIP Number: 405166109
Item 1: Reporting Person: Wasatch Advisors LP 87-0319391
Item 2: Check Box If Member of Group: Not Applicable
Item 3: SEC Use
Item 4: Place of Organization: Utah
Items 5-8: Number of Shares Owned With:
Item 5: Sole Voting Power: 1,679,972
Item 6: Shared Voting Power: 0
Item 7: Sole Dispositive Power: 1,679,972
Item 8: Shared Dispositive Power: 0
Item 9: Aggregate Amount Owned: 1,679,972
Item 10: Check Box If Aggregate Amount Excludes Certain Shares: N/A
Item 11: Percent of Class Owned: 2.0%
Item 12: Type of Reporting Person: IA
Item 1(a): Name of Issuer: Hagerty, Inc.
Item l(b): Address of Issuer:
121 Drivers Edge, Traverse City, MI 49684
Item 2(a): Name of Person Filing: Wasatch Advisors LP
Item 2(b): Address: 505 Wakara Way, Salt Lake City, UT 84108
Item 2(c): Citizenship: Not Applicable
Item 2(d): Title of Class of Securities: Common Stock
Item 2(e): CUSIP Number: 405166109
Item 3(e): Investment Adviser registered under section 203 of the Investment
Advisers Act of 1940
Item 4(a): Amount Owned: 1,679,972
Item 4(b): Percent of Class Owned: 2.0%
Item 4(c)(i): Sole Voting Power:1,679,972
Item 4(c)(ii): Shared Voting Power: 0
Item 4(c)(iii): Sole Dispositive Power: 1,679,972
Item 4(c)(iv): Shared Dispositive Power: 0
Item 5: Check Box If Ownership Is 5% or Less of Class: [X]
Item 6. Ownership of More Than 5% on Behalf of Another Person: N/A
Item 7: Identification of Subsidiary: Not Applicable
Item 8: Identification of Members of Group: Not Applicable
Item 9: Notice of Dissolution of Group: Not Applicable
Item 10: Certification:
By signing below I certify that, to the best of my knowledge and belief,
the securities referred to above were acquired in the ordinary course of
business and were not acquired for the purpose of and do not have the effect
of changing or influencing the control of the issuer of such securities and
were not acquired in connection with or as a participant in any transaction
having such purpose or effect.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I
certify that the information set forth in this statement is true, complete
and correct as of December 31, 2022.
Date: 02/09/23
Signature: /s/JB Taylor
Name/Title: JB Taylor/CEO