Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL INSURANCE HOLDINGS, INC.UVE · Entity 4820 | Director | June 20, 2023 | June 22, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNIVERSAL INSURANCE HOLDINGS, INC.
Report date June 20, 2023 · Filed June 22, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 255,890 |
Reported balance
After 2023-06-20 transaction · row 1
1 source rowRow 1 · 2023-06-20 · Grant · Acquired 4,005 · Balance 255,890 F1: These shares of restricted stock will vest on the earlier of (i) June 20, 2024 and (ii) the date of the issuer's 2024 annual meeting of stockholders, subject to the reporting person's continued service through that date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of restricted stock will vest on the earlier of (i) June 20, 2024 and (ii) the date of the issuer's 2024 annual meeting of stockholders, subject to the reporting person's continued service through that date.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 20, 2023 Filed Jun 22, 2023 21:02 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantCommon Stock | 4,005 | $0.00 | $0.00 |
DisclosureSEC source: 0000891166-23-000073 · wf-form4_168746774107728.xml · nonDerivative · entry 1 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 255,890 F1 · shares: These shares of restricted stock will vest on the earlier of (i) June 20, 2024 and (ii) the date of the issuer's 2024 annual meeting of stockholders, subject to the reporting person's continued service through that date. Read SEC document |
| September 28, 2022 Filed Sep 29, 2022 23:21 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | PurchaseCommon Stock | 3,200 | $9.34 | $29,876.16 |
DisclosureSEC source: 0000891166-22-000101 · wf-form4_166449368434044.xml · nonDerivative · entry 1 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,885 Read SEC document |
| June 10, 2022 Filed Jun 15, 2022 00:02 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantCommon Stock | 5,337 | $0.00 | $0.00 |
DisclosureSEC source: 0000891166-22-000077 · wf-form4_165525133786681.xml · nonDerivative · entry 1 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,685 F1 · shares: These shares of restricted stock vest the earlier of (i) June 10, 2023 and (ii) the date of 2023 annual meeting, subject to the reporting person's continued service through that date. Read SEC document |
| October 29, 2020 Filed Oct 30, 2020 21:50 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | PurchaseCommon Stock | 1,000 | $12.19 | $12,192.00 |
DisclosureSEC source: 0000905148-20-001165 · form4.xml · nonDerivative · entry 1 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,348 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $12.18 to $12.24, inclusive. The reporting person undertakes to provide to Universal Insurance Holdings, Inc., any security holder of Universal Insurance Holdings Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1). Read SEC document |
| March 14, 2019 Filed Mar 19, 2019 00:08 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $31.64 | $0.00 |
DisclosureSEC source: 0000905148-19-000456 · form4.xml · derivative · entry 1 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2024-03-14 F1 · security: Option was granted in connection with a Non-Qualified Stock Option Agreement by and between the Company and Mr. Wilentz, effective as of March 14, 2019. Read SEC document |
| January 16, 2019 Filed Jan 19, 2019 01:00 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Exercise / conversionOption to Purchase Common Stock · Derivative | 20,000 | $0.00 Strike: $11.92 | $0.00 |
DisclosureSEC source: 0000905148-19-000135 · form4.xml · derivative · entry 3 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,000 shares Expires 2019-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Option was granted in connection with a Non-Qualified Stock Option Agreement by and between the Company and Mr. Wilentz, effective as of May 14, 2014. Read SEC document |
| January 16, 2019 Filed Jan 19, 2019 01:00 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Tax withholdingCommon Stock | 6,275 | $37.99 | $238,387.25 |
DisclosureSEC source: 0000905148-19-000135 · form4.xml · nonDerivative · entry 2 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,348 Read SEC document |
| January 16, 2019 Filed Jan 19, 2019 01:00 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Exercise / conversionCommon Stock | 20,000 | $11.92 | $238,400.00 |
DisclosureSEC source: 0000905148-19-000135 · form4.xml · nonDerivative · entry 1 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,623 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 17:28 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Exercise / conversionOption to Purchase Common Stock · Derivative | 45,000 | $0.00 Strike: $4.51 | $0.00 |
DisclosureSEC source: 0000905148-17-000104 · form4.xml · derivative · entry 3 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45,000 shares Expires 2018-03-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Option was granted in connection with a Non-Qualified Stock Option Agreement by and between the Company and Mr. Wilentz, effective as of March 12, 2013 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 17:28 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Tax withholdingCommon Stock | 7,573 | $26.80 | $202,956.40 |
DisclosureSEC source: 0000905148-17-000104 · form4.xml · nonDerivative · entry 2 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,623 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 17:28 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Exercise / conversionCommon Stock | 45,000 | $4.51 | $202,950.00 |
DisclosureSEC source: 0000905148-17-000104 · form4.xml · nonDerivative · entry 1 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,196 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 03, 2016 Filed Nov 7, 2016 21:06 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantOption to Purchase Common Stock · Derivative | 20,000 | $0.00 Strike: $19.85 | $0.00 |
DisclosureSEC source: 0000905148-16-002040 · form4.xml · derivative · entry 1 WILENTZ JOEL · CIK 0001271507 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2021-11-02 F1 · derivative.exercise_date: This option is scheduled to vest in full one year after the date of grant. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.