Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Director | June 23, 2022 | June 27, 2022 |
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.
Heritage Insurance Holdings, Inc.
Report date June 23, 2022 · Filed June 27, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,828 |
Reported balance
After 2022-06-23 transaction · row 1
1 source rowRow 1 · 2022-06-23 · Grant · Acquired 12,422 · Balance 22,828 F1: These shares were issued as a restricted stock grant to the reporting person by the issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the grant date and (ii) the day immediately prior to the date of the annual meeting of the stockholders of the issuer that next follows the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were issued as a restricted stock grant to the reporting person by the issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the grant date and (ii) the day immediately prior to the date of the annual meeting of the stockholders of the issuer that next follows the grant 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 23, 2022 Filed Jun 27, 2022 17:23 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 12,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-024174 · doc4.xml · nonDerivative · entry 1 Martindale Steven C. · CIK 0001676072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,828 F1 · shares: These shares were issued as a restricted stock grant to the reporting person by the issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the grant date and (ii) the day immediately prior to the date of the annual meeting of the stockholders of the issuer that next follows the grant date. Read SEC document |
| January 01, 2022 Filed Jan 21, 2022 20:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002844 · doc4.xml · nonDerivative · entry 1 Martindale Steven C. · CIK 0001676072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,406 F1 · shares: These shares were issued as a restricted stock grant to the reporting person by the issuer. The restricted stock shall vest on the date of the annual meeting of the stockholders of the issuer that next follows the grant date. Read SEC document |
| September 23, 2021 Filed Sep 24, 2021 19:40 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,235 | $7.16 | $8,842.60 |
DisclosureSEC source: 0000899243-21-037604 · doc4.xml · nonDerivative · entry 1 Martindale Steven C. · CIK 0001676072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,685 Read SEC document |
| September 02, 2020 Filed Sep 4, 2020 20:37 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 628 | $13.03 | $8,182.84 |
DisclosureSEC source: 0000899243-20-024341 · doc4.xml · nonDerivative · entry 1 Martindale Steven C. · CIK 0001676072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,450 Read SEC document |
| August 07, 2019 Filed Aug 8, 2019 21:28 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 671 | $13.89 | $9,320.19 |
DisclosureSEC source: 0000899243-19-021375 · doc4.xml · nonDerivative · entry 1 Martindale Steven C. · CIK 0001676072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,821 Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 21:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,109 | $14.03 | $15,559.27 |
DisclosureSEC source: 0000899243-19-007553 · doc4.xml · nonDerivative · entry 1 Martindale Steven C. · CIK 0001676072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,150 Read SEC document |
| November 06, 2018 Filed Nov 8, 2018 00:17 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,002 | $16.21 | $16,242.42 |
DisclosureSEC source: 0000899243-18-028490 · doc4.xml · nonDerivative · entry 1 Martindale Steven C. · CIK 0001676072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,041 Read SEC document |
| August 07, 2018 Filed Aug 9, 2018 20:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 2,039 | $15.08 | $30,748.12 |
DisclosureSEC source: 0000899243-18-021920 · doc4.xml · nonDerivative · entry 1 Martindale Steven C. · CIK 0001676072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,039 Read SEC document |
| May 15, 2018 Filed May 16, 2018 20:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,000 | $16.68 | $16,680.00 |
DisclosureSEC source: 0000899243-18-013062 · doc4.xml · nonDerivative · entry 1 Martindale Steven C. · CIK 0001676072 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 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.