Tapewire

NYSE · USD

HRTG

Heritage Insurance Holdings, Inc.

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Tapewire entity
2040
SEC CIK
0001598665
Parsed reports
272

Last 12 months

Inside the activity.

2 purchase rows · 45 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202509
Dec 202505
Jan 202602
Feb 202602
Mar 202604
Apr 202608
May 202621
Jun 202601
Jul 202601
Aug 202607
Sep 202605
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 18, 2026 Filed Sep 22, 2026 20:57 UTC
JOHNS TIMOTHY ESee Remarks
SaleCommon Stock 3,500 $34.74 $121,579.15
Disclosure

SEC source: 0001469998-26-000012 · wk-form4_1790110623.xml · nonDerivative · entry 1

JOHNS TIMOTHY E · CIK 0001469998 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 21,938

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on May 20, 2026.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.42 to $35.03 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
September 14, 2026 Filed Sep 16, 2026 20:58 UTC
Garateix Ernie JDirector · Chief Executive Officer
SaleCommon Stock 2,500 $35.25 $88,135.00
Disclosure

SEC source: 0001607776-26-000020 · wk-form4_1789592332.xml · nonDerivative · entry 1

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,035,955

F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $35.245 to $35.27 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
September 09, 2026 Filed Sep 11, 2026 21:19 UTC
Binnun SharonChief Accounting Officer
SaleCommon Stock 6,565 $33.82 $221,995.48
Disclosure

SEC source: 0001639407-26-000020 · wk-form4_1789161597.xml · nonDerivative · entry 1

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,623

Read SEC document
September 03, 2026 Filed Sep 8, 2026 21:20 UTC
Garateix Ernie JDirector · Chief Executive Officer
SaleCommon Stock 2,500 $35.10 $87,750.00
Disclosure

SEC source: 0001607776-26-000018 · wk-form4_1788902428.xml · nonDerivative · entry 1

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,038,455

Read SEC document
September 01, 2026 Filed Sep 3, 2026 20:54 UTC
Binnun SharonChief Accounting Officer
SaleCommon Stock 9,200 $33.91 $311,994.08
Disclosure

SEC source: 0001639407-26-000018 · wk-form4_1788468845.xml · nonDerivative · entry 1

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 87,188

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on December 12, 2025.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $33.63 to $34.31 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
August 24, 2026 Filed Aug 26, 2026 21:00 UTC
Garateix Ernie JDirector · Chief Executive Officer
SaleCommon Stock 10,000 $34.88 $348,750.00
Disclosure

SEC source: 0001607776-26-000016 · wk-form4_1787778053.xml · nonDerivative · entry 1

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,040,955

F1 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.50 to $35.25 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
August 19, 2026 Filed Aug 21, 2026 21:02 UTC
JOHNS TIMOTHY ESee Remarks
SaleCommon Stock 3,500 $33.68 $117,864.25
Disclosure

SEC source: 0001469998-26-000010 · wk-form4_1787346121.xml · nonDerivative · entry 1

JOHNS TIMOTHY E · CIK 0001469998 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 25,438

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on May 20, 2026.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $33.39 to $33.93 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
August 18, 2026 Filed Aug 19, 2026 21:01 UTC
Garateix Ernie JDirector · Chief Executive Officer
SaleCommon Stock 5,000 $34.55 $172,725.00
Disclosure

SEC source: 0001607776-26-000014 · wk-form4_1787173266.xml · nonDerivative · entry 2

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,050,955

F1 · shares: The aggregate number of shares sold as reported on this Form 4 represents less than 1% of the Reporting Person's holdings of the Issuer's Common Stock.

F3 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.50 to $34.59 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
August 17, 2026 Filed Aug 19, 2026 21:01 UTC
Garateix Ernie JDirector · Chief Executive Officer
SaleCommon Stock 5,000 $34.31 $171,550.00
Disclosure

SEC source: 0001607776-26-000014 · wk-form4_1787173266.xml · nonDerivative · entry 1

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,055,955

F1 · shares: The aggregate number of shares sold as reported on this Form 4 represents less than 1% of the Reporting Person's holdings of the Issuer's Common Stock.

F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.30 to $34.32 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
August 17, 2026 Filed Aug 19, 2026 21:01 UTC
Lusk KirkChief Financial Officer
SaleCommon Stock 10,000 $34.16 $341,587.00
Disclosure

SEC source: 0001730226-26-000006 · wk-form4_1787173258.xml · nonDerivative · entry 1

Lusk Kirk · CIK 0001730226 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 492,522

F1 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $33.91 to $34.325 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
August 10, 2026 Filed Aug 12, 2026 21:00 UTC
Moura TimothySee Remarks
SaleCommon Stock 15,104 $32.49 $490,680.63
Disclosure

SEC source: 0001808766-26-000010 · wk-form4_1786568416.xml · nonDerivative · entry 1

Moura Timothy · CIK 0001808766 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 144,941

F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $32.02 to $32.77 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
August 03, 2026 Filed Aug 5, 2026 21:26 UTC
Binnun SharonChief Accounting Officer
SaleCommon Stock 9,200 $30.03 $276,285.20
Disclosure

SEC source: 0001639407-26-000016 · wk-form4_1785965194.xml · nonDerivative · entry 1

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 96,388

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on December 12, 2025.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $29.70 to $30.22 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 21:00 UTC
Binnun SharonChief Accounting Officer
SaleCommon Stock 9,200 $26.58 $244,492.76
Disclosure

SEC source: 0001639407-26-000014 · wk-form4_1783026012.xml · nonDerivative · entry 1

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 105,588

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on December 12, 2025.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.245 to $26.97 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
June 22, 2026 Filed Jun 24, 2026 20:58 UTC
Binnun SharonChief Accounting Officer
SaleCommon Stock 9,200 $24.36 $224,102.80
Disclosure

SEC source: 0001639407-26-000012 · wk-form4_1782334733.xml · nonDerivative · entry 1

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 114,788

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on December 12, 2025.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $24.00 to $24.54 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
June 11, 2026 Filed Jun 12, 2026 16:55 UTC GiftCommon Stock 9,662 $0.00 $0.00
Disclosure

SEC source: 0001272769-26-000004 · wk-form4_1781297753.xml · nonDerivative · entry 2

WHITING PAUL L · CIK 0001272769 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 96,167

F1 · kind: The Reporting Person gifted these shares to a 501(c)(3) institution in an exempt transaction pursuant to Rule 16b-5 under the Securities and Exchange Act of 1934, as amended.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 16:55 UTC GrantCommon Stock 2,703 $0.00 $0.00
Disclosure

SEC source: 0001272769-26-000004 · wk-form4_1781297753.xml · nonDerivative · entry 1

WHITING PAUL L · CIK 0001272769 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,829

Read SEC document
June 10, 2026 Filed Jun 12, 2026 16:55 UTC
WIDDICOMBE RICHARD ADirector · Chairman
GrantCommon Stock 2,703 $0.00 $0.00
Disclosure

SEC source: 0001186207-26-000002 · wk-form4_1781297736.xml · nonDerivative · entry 1

WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 451,750

Read SEC document
June 10, 2026 Filed Jun 12, 2026 20:56 UTC GrantCommon Stock 2,703 $0.00 $0.00
Disclosure

SEC source: 0001607784-26-000002 · wk-form4_1781297759.xml · nonDerivative · entry 1

Vattamattam Joseph · CIK 0001607784 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,763

Read SEC document
June 10, 2026 Filed Jun 12, 2026 20:55 UTC
Barlas IriniDirector
GrantCommon Stock 2,703 $0.00 $0.00
Disclosure

SEC source: 0001616723-26-000002 · wk-form4_1781297748.xml · nonDerivative · entry 1

Barlas Irini · CIK 0001616723 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 71,022

F1 · ownership.nature: Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust.

Read SEC document
June 10, 2026 Filed Jun 12, 2026 20:55 UTC GrantCommon Stock 2,703 $0.00 $0.00
Disclosure

SEC source: 0001607789-26-000002 · wk-form4_1781297742.xml · nonDerivative · entry 1

Apostolou Panagiotis · CIK 0001607789 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,972

Read SEC document
May 19, 2026 Filed May 20, 2026 16:58 UTC PurchaseCommon Stock 1,000 $24.45 $24,450.00
Disclosure

SEC source: 0001272769-26-000002 · wk-form4_1779310729.xml · nonDerivative · entry 2

WHITING PAUL L · CIK 0001272769 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,126

Read SEC document
May 19, 2026 Filed May 20, 2026 16:58 UTC PurchaseCommon Stock 15,000 $23.50 $352,500.00
Disclosure

SEC source: 0001272769-26-000002 · wk-form4_1779310729.xml · nonDerivative · entry 1

WHITING PAUL L · CIK 0001272769 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,126

F1 · price: Represents the weighted average of the shares purchased. The prices of the shares purchased pursuant to the transaction range from $23.33 to $23.79 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price.

Read SEC document
May 01, 2026 Filed May 5, 2026 21:33 UTC
Binnun SharonChief Accounting Officer
SaleCommon Stock 9,200 $28.99 $266,753.08
Disclosure

SEC source: 0001639407-26-000010 · wk-form4_1778016830.xml · nonDerivative · entry 1

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 123,988

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on December 12, 2025.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.72 to $29.50 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
April 20, 2026 Filed Apr 21, 2026 21:02 UTC
Garateix Ernie JDirector · Chief Executive Officer
SaleCommon Stock 300 $28.40 $8,520.96
Disclosure

SEC source: 0001607776-26-000012 · wk-form4_1776805349.xml · nonDerivative · entry 2

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,060,955

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025.

F3 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.29 to $28.51 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
April 20, 2026 Filed Apr 21, 2026 21:02 UTC
Garateix Ernie JDirector · Chief Executive Officer
SaleCommon Stock 8,034 $27.52 $221,131.83
Disclosure

SEC source: 0001607776-26-000012 · wk-form4_1776805349.xml · nonDerivative · entry 1

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,061,255

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $27.23 to $28.08 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
April 02, 2026 Filed Apr 3, 2026 21:04 UTC
Moura TimothySee Remarks
SaleCommon Stock 16,325 $26.08 $425,736.41
Disclosure

SEC source: 0001808766-26-000008 · wk-form4_1775250246.xml · nonDerivative · entry 4

Moura Timothy · CIK 0001808766 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 160,045

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025.

F5 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.6391 to $26.2961 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
April 02, 2026 Filed Apr 3, 2026 21:04 UTC
Moura TimothySee Remarks
SaleCommon Stock 8,444 $25.13 $212,232.34
Disclosure

SEC source: 0001808766-26-000008 · wk-form4_1775250246.xml · nonDerivative · entry 3

Moura Timothy · CIK 0001808766 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 176,370

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025.

F4 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $24.55 to $25.5376 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 21:04 UTC
Moura TimothySee Remarks
SaleCommon Stock 1,102 $26.21 $28,884.08
Disclosure

SEC source: 0001808766-26-000008 · wk-form4_1775250246.xml · nonDerivative · entry 2

Moura Timothy · CIK 0001808766 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 184,814

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025.

F3 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.1808 to $26.24 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 21:04 UTC
Moura TimothySee Remarks
SaleCommon Stock 24,619 $25.78 $634,584.27
Disclosure

SEC source: 0001808766-26-000008 · wk-form4_1775250246.xml · nonDerivative · entry 1

Moura Timothy · CIK 0001808766 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 185,916

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.18 to $26.1732 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 21:03 UTC
Binnun SharonChief Accounting Officer
SaleCommon Stock 500 $26.19 $13,095.00
Disclosure

SEC source: 0001639407-26-000008 · wk-form4_1775250222.xml · nonDerivative · entry 2

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 133,188

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on December 12, 2025.

Read SEC document
April 01, 2026 Filed Apr 3, 2026 21:03 UTC
Binnun SharonChief Accounting Officer
SaleCommon Stock 8,700 $25.69 $223,493.43
Disclosure

SEC source: 0001639407-26-000008 · wk-form4_1775250222.xml · nonDerivative · entry 1

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 133,688

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on December 12, 2025.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.19 to $26.18 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
March 20, 2026 Filed Mar 23, 2026 21:00 UTC
Garateix Ernie JDirector · Chief Executive Officer
SaleCommon Stock 8,334 $25.39 $211,579.43
Disclosure

SEC source: 0001607776-26-000010 · wk-form4_1774299656.xml · nonDerivative · entry 1

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,069,289

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.12 to $25.715 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
March 19, 2026 Filed Mar 23, 2026 21:00 UTC
Moura TimothySee Remarks
SaleCommon Stock 910 $27.43 $24,958.39
Disclosure

SEC source: 0001808766-26-000006 · wk-form4_1774299650.xml · nonDerivative · entry 2

Moura Timothy · CIK 0001808766 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 210,535

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025.

F3 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $27.2998 to $27.6431 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
March 19, 2026 Filed Mar 23, 2026 21:00 UTC
Moura TimothySee Remarks
SaleCommon Stock 28,223 $26.60 $750,802.36
Disclosure

SEC source: 0001808766-26-000006 · wk-form4_1774299650.xml · nonDerivative · entry 1

Moura Timothy · CIK 0001808766 · See Remarks

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 211,445

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.23 to $27.2214 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
March 17, 2026 Filed Mar 19, 2026 21:27 UTC
Binnun SharonChief Accounting Officer
SaleCommon Stock 7,893 $28.35 $223,750.76
Disclosure

SEC source: 0001639407-26-000006 · wk-form4_1773955633.xml · nonDerivative · entry 1

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 142,388

F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on December 12, 2025.

F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.065 to $28.85 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 21:10 UTC
Moura TimothySee Remarks
Tax withholdingCommon Stock 47,549 $28.14 $1,338,028.86
Disclosure

SEC source: 0001808766-26-000004 · wk-form4_1773695439.xml · nonDerivative · entry 1

Moura Timothy · CIK 0001808766 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 239,668

F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock.

Read SEC document
March 12, 2026 Filed Mar 16, 2026 21:11 UTC
JOHNS TIMOTHY ESee Remarks
Tax withholdingCommon Stock 10,588 $28.14 $297,946.32
Disclosure

SEC source: 0001469998-26-000004 · wk-form4_1773695457.xml · nonDerivative · entry 1

JOHNS TIMOTHY E · CIK 0001469998 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,938

F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock.

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March 12, 2026 Filed Mar 16, 2026 21:10 UTC
Lusk KirkChief Financial Officer
Tax withholdingCommon Stock 72,549 $28.14 $2,041,528.86
Disclosure

SEC source: 0001730226-26-000004 · wk-form4_1773695447.xml · nonDerivative · entry 1

Lusk Kirk · CIK 0001730226 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 502,522

F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock.

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March 12, 2026 Filed Mar 16, 2026 21:10 UTC
Binnun SharonChief Accounting Officer
Tax withholdingCommon Stock 36,274 $28.14 $1,020,750.36
Disclosure

SEC source: 0001639407-26-000004 · wk-form4_1773695433.xml · nonDerivative · entry 1

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,281

F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock.

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March 12, 2026 Filed Mar 16, 2026 21:10 UTC
Garateix Ernie JDirector · Chief Executive Officer
Tax withholdingCommon Stock 149,632 $28.14 $4,210,644.48
Disclosure

SEC source: 0001607776-26-000008 · wk-form4_1773695425.xml · nonDerivative · entry 1

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,077,623

F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock.

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March 05, 2026 Filed Mar 9, 2026 21:33 UTC
Moura TimothySee Remarks
GrantCommon Stock 16,262 $0.00 $0.00
Disclosure

SEC source: 0001808766-26-000002 · wk-form4_1773092000.xml · nonDerivative · entry 2

Moura Timothy · CIK 0001808766 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 287,217

F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition.

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March 05, 2026 Filed Mar 9, 2026 21:33 UTC
Moura TimothySee Remarks
GrantCommon Stock 4,337 $0.00 $0.00
Disclosure

SEC source: 0001808766-26-000002 · wk-form4_1773092000.xml · nonDerivative · entry 1

Moura Timothy · CIK 0001808766 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 270,955

F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 1,445 shares on December 15, 2026, 1,446 shares of December 15, 2027 and 1,446 shares on December 15, 2028.

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March 05, 2026 Filed Mar 9, 2026 21:32 UTC
JOHNS TIMOTHY ESee Remarks
GrantCommon Stock 1,835 $0.00 $0.00
Disclosure

SEC source: 0001469998-26-000002 · wk-form4_1773091976.xml · nonDerivative · entry 2

JOHNS TIMOTHY E · CIK 0001469998 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,526

F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition.

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March 05, 2026 Filed Mar 9, 2026 21:32 UTC
JOHNS TIMOTHY ESee Remarks
GrantCommon Stock 764 $0.00 $0.00
Disclosure

SEC source: 0001469998-26-000002 · wk-form4_1773091976.xml · nonDerivative · entry 1

JOHNS TIMOTHY E · CIK 0001469998 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,691

F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 254 shares on December 15, 2026, 255 shares of December 15, 2027 and 255 shares on December 15, 2028.

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March 05, 2026 Filed Mar 9, 2026 21:33 UTC
Binnun SharonChief Accounting Officer
GrantCommon Stock 12,147 $0.00 $0.00
Disclosure

SEC source: 0001639407-26-000002 · wk-form4_1773092008.xml · nonDerivative · entry 2

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 186,555

F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition.

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March 05, 2026 Filed Mar 9, 2026 21:33 UTC
Binnun SharonChief Accounting Officer
GrantCommon Stock 3,037 $0.00 $0.00
Disclosure

SEC source: 0001639407-26-000002 · wk-form4_1773092008.xml · nonDerivative · entry 1

Binnun Sharon · CIK 0001639407 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 174,408

F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 1,012 shares on December 15, 2026, 1,012 shares on December 15, 2027 and 1,013 shares on December 15, 2027.

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March 05, 2026 Filed Mar 9, 2026 21:33 UTC
Garateix Ernie JDirector · Chief Executive Officer
GrantCommon Stock 81,125 $0.00 $0.00
Disclosure

SEC source: 0001607776-26-000006 · wk-form4_1773091992.xml · nonDerivative · entry 2

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,227,255

F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition.

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March 05, 2026 Filed Mar 9, 2026 21:33 UTC
Garateix Ernie JDirector · Chief Executive Officer
GrantCommon Stock 25,960 $0.00 $0.00
Disclosure

SEC source: 0001607776-26-000006 · wk-form4_1773091992.xml · nonDerivative · entry 1

Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,146,130

F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 8,653 shares on December 15, 2026, 8,653 shares on December 15, 2027 and 8,654 shares on December 15, 2028.

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March 05, 2026 Filed Mar 9, 2026 21:33 UTC
Lusk KirkChief Financial Officer
GrantCommon Stock 27,487 $0.00 $0.00
Disclosure

SEC source: 0001730226-26-000002 · wk-form4_1773091984.xml · nonDerivative · entry 2

Lusk Kirk · CIK 0001730226 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 575,071

F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition.

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March 05, 2026 Filed Mar 9, 2026 21:33 UTC
Lusk KirkChief Financial Officer
GrantCommon Stock 15,271 $0.00 $0.00
Disclosure

SEC source: 0001730226-26-000002 · wk-form4_1773091984.xml · nonDerivative · entry 1

Lusk Kirk · CIK 0001730226 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 547,584

F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 5,090 shares on December 15, 2026, 5,090 shares on December 15, 2027 and 5,091 shares on December 15, 2028.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.