Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Director · Chief Executive Officer | September 14, 2026 | September 16, 2026 |
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 September 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,035,955 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Sale · Disposed 2,500 · Balance 1,035,955 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| November 30, 2022 Filed Dec 5, 2022 21:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 2,000 | $1.67 | $3,340.00 |
DisclosureSEC source: 0000899243-22-037611 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483,249 Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 21:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $1.38 | $6,900.00 |
DisclosureSEC source: 0000899243-22-036704 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481,249 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $1.35 to $1.40 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 |
| November 16, 2022 Filed Nov 18, 2022 21:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $1.35 | $6,750.00 |
DisclosureSEC source: 0000899243-22-036375 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476,249 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $1.345 to $1.35 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 |
| November 14, 2022 Filed Nov 16, 2022 21:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 10,250 | $1.39 | $14,247.50 |
DisclosureSEC source: 0000899243-22-036005 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 471,249 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $1.36 to $1.41 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 |
| June 30, 2022 Filed Jul 5, 2022 20:43 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 10,000 | $2.69 | $26,900.00 |
DisclosureSEC source: 0000899243-22-024993 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460,999 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $2.68 to $2.70 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 10, 2022 Filed May 12, 2022 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 3,125 | $3.20 | $10,006.88 |
DisclosureSEC source: 0000899243-22-017772 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,999 Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 17:47 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 148,810 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011567 · doc4.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 447,874 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, 2022 and ending on December 31, 2024 and will vest following the performance period but no later than March 5, 2025. 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. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 17:47 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 74,405 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011567 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 299,064 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 24,802 shares on March 16, 2023 and March 16, 2024 and 24,801 shares on March 16, 2025. Read SEC document |
| December 27, 2021 Filed Dec 29, 2021 19:34 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 5,912 | $5.89 | $34,821.68 |
DisclosureSEC source: 0000899243-21-050020 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,659 F1 · shares: Represents shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. The restricted stock vests in three installments equal to 15,980 shares on December 27, 2021, 15,980 shares on December 27, 2022 and 15,979 shares on December 27, 2023. Read SEC document |
| September 17, 2021 Filed Sep 20, 2021 19:09 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 3,000 | $5.68 | $17,040.00 |
DisclosureSEC source: 0000899243-21-036572 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,571 Read SEC document |
| August 18, 2021 Filed Sep 17, 2021 15:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,000 | $6.76 | $6,760.00 |
DisclosureSEC source: 0000899243-21-036386 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,571 Read SEC document |
| May 26, 2021 Filed May 28, 2021 20:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 500 | $8.30 | $4,150.00 |
DisclosureSEC source: 0000899243-21-021099 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,571 Read SEC document |
| May 14, 2021 Filed May 18, 2021 21:27 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,000 | $8.63 | $8,630.00 |
DisclosureSEC source: 0000899243-21-019781 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,071 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $8.62 to $8.63 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 |
| January 04, 2021 Filed Jan 6, 2021 22:58 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 47,938 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-000730 · doc4.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,130 F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The restricted stock has a three-year performance period beginning on January 1, 2021 and ending on December 31, 2023 and will vest following the end of the performance period but no later than March 5, 2024. The number of shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition. Read SEC document |
| January 04, 2021 Filed Jan 6, 2021 22:58 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 47,938 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-000730 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,192 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 15,979 shares on December 31, 2021, 15,979 shares on December 31, 2022 and 15,980 shares on December 31, 2023. Read SEC document |
| January 04, 2021 Filed Feb 19, 2021 18:52 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 95,878 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-007365 · doc4a.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,071 F2 · shares: Represents an award of performance based restricted stock granted to the Reporting Person. The restricted stock has a three-year performance period beginning on January 1, 2021 and ending on December 31, 2023 and will vest following the end of the performance period but no later than March 5, 2024. 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. The actual amount issued represents the maximum amount that can be earned at the end of the performance period instead of the target amount that was previously reported. Read SEC document |
| January 04, 2021 Filed Feb 19, 2021 18:52 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 47,939 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-007365 · doc4a.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,193 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 15,979 shares on December 31, 2021, 15,980 shares on December 31, 2022 and 15,980 shares on December 31, 2023. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Disposition to issuerCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-030572 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,254 F1 · shares: Represents shares surrendered for income tax purposes. Read SEC document |
| March 12, 2020 Filed Mar 17, 2020 00:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,000 | $9.60 | $9,600.00 |
DisclosureSEC source: 0000899243-20-008523 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,254 Read SEC document |
| March 10, 2020 Filed Mar 13, 2020 00:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,000 | $11.03 | $11,030.00 |
DisclosureSEC source: 0000899243-20-008132 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,254 Read SEC document |
| November 04, 2019 Filed Nov 13, 2019 23:10 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Disposition to issuerCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-027210 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,254 F1 · shares: Represents shares surrendered for income tax purposes. Read SEC document |
| November 04, 2018 Filed Nov 6, 2018 23:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 12,500 | $16.35 | $204,375.00 |
DisclosureSEC source: 0000899243-18-028331 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,254 F1 · shares: Shares withheld to satisfy tax liability on vesting of restricted stock. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 01:48 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,000 | $14.72 | $14,720.00 |
DisclosureSEC source: 0000899243-18-023185 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,754 F1 · price: Purchase price represents a weighted average price for all shares purchased on this day, which are within a $1.00 range. 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 |
| November 30, 2017 Filed Dec 1, 2017 21:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,953 | $0.00 Strike: $16.89 | $0.00 |
DisclosureSEC source: 0000899243-17-027797 · doc4.xml · derivative · entry 2 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,047 Underlying: Common Stock · 1,953 shares Expires 2017-12-02 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 · derivative.exercise_date: Date at which first vesting occurs is indicated. Fifty percent (50%) of the shares originally subject to the option became exercisable at the first vesting date, and the remaining fifty percent (50%) became exercisable on April 30, 2015. Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 21:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Exercise / conversionCommon Stock | 1,953 | $16.89 | $32,986.17 |
DisclosureSEC source: 0000899243-17-027797 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,754 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 17, 2017 Filed Nov 20, 2017 21:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 11,868 | $17.41 | $206,621.88 |
DisclosureSEC source: 0000899243-17-026968 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,801 F1 · shares: Shares withheld by the Company to satisfy minimum withholding requirements. Read SEC document |
| September 06, 2017 Filed Sep 6, 2017 23:29 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 250 | $9.95 | $2,487.50 |
DisclosureSEC source: 0000899243-17-021560 · doc4.xml · nonDerivative · entry 3 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,669 Read SEC document |
| September 05, 2017 Filed Sep 6, 2017 23:29 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 250 | $9.77 | $2,443.58 |
DisclosureSEC source: 0000899243-17-021560 · doc4.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,419 F1 · price: The price is the weighted average price for the transactions reported on this line. The range of prices for the transactions reported on this line is between $9.77 and $9.78 per share. Complete information regarding the number of shares purchased at each separate price will be provided upon request by the Commission Staff, the issuer or a security holder of the issuer. Read SEC document |
| September 01, 2017 Filed Sep 6, 2017 23:29 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 200 | $11.24 | $2,248.00 |
DisclosureSEC source: 0000899243-17-021560 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,169 Read SEC document |
| August 29, 2017 Filed Aug 31, 2017 21:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 100 | $11.46 | $1,146.00 |
DisclosureSEC source: 0000899243-17-021309 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,969 Read SEC document |
| August 25, 2017 Filed Aug 25, 2017 21:24 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 200 | $11.24 | $2,248.00 |
DisclosureSEC source: 0000899243-17-021035 · doc4.xml · nonDerivative · entry 3 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,869 Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 21:24 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 100 | $11.38 | $1,138.00 |
DisclosureSEC source: 0000899243-17-021035 · doc4.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,669 Read SEC document |
| August 23, 2017 Filed Aug 25, 2017 21:24 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 200 | $11.46 | $2,292.00 |
DisclosureSEC source: 0000899243-17-021035 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,569 Read SEC document |
| August 11, 2017 Filed Aug 14, 2017 13:09 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 2,000 | $11.55 | $23,107.20 |
DisclosureSEC source: 0000899243-17-020193 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,369 F1 · price: The price is the weighted average price for the transactions reported on this line. The range of prices for the transactions reported on this line is between $11.50 and $11.61 per share. Complete information regarding the number of shares purchased at each separate price will be provided upon request by the Commission Staff, the issuer or a security holder of the issuer. Read SEC document |
| November 17, 2016 Filed Nov 22, 2016 22:09 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 4,874 | $14.69 | $71,599.06 |
DisclosureSEC source: 0000899243-16-034152 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,369 F1 · shares: Shares withheld by the Company to satisfy minimum withholding requirements. 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.