Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Chief Accounting Officer | September 09, 2026 | September 11, 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 09, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 80,623 |
Reported balance
After 2026-09-09 transaction · row 1
1 source rowRow 1 · 2026-09-09 · Sale · Disposed 6,565 · Balance 80,623 |
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 |
|---|---|---|---|---|---|---|
| September 09, 2026 Filed Sep 11, 2026 21:19 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 6,565 | $33.82 | $221,995.48 |
DisclosureSEC 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 01, 2026 Filed Sep 3, 2026 20:54 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 9,200 | $33.91 | $311,994.08 |
DisclosureSEC 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 03, 2026 Filed Aug 5, 2026 21:26 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 9,200 | $30.03 | $276,285.20 |
DisclosureSEC 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 | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 9,200 | $26.58 | $244,492.76 |
DisclosureSEC 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 | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 9,200 | $24.36 | $224,102.80 |
DisclosureSEC 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 |
| May 01, 2026 Filed May 5, 2026 21:33 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 9,200 | $28.99 | $266,753.08 |
DisclosureSEC 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 01, 2026 Filed Apr 3, 2026 21:03 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 500 | $26.19 | $13,095.00 |
DisclosureSEC 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 | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 8,700 | $25.69 | $223,493.43 |
DisclosureSEC 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 17, 2026 Filed Mar 19, 2026 21:27 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 7,893 | $28.35 | $223,750.76 |
DisclosureSEC 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 | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 36,274 | $28.14 | $1,020,750.36 |
DisclosureSEC 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. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:33 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 12,147 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:33 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 3,037 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 4,635 | $29.57 | $137,056.95 |
DisclosureSEC source: 0001639407-25-000004 · wk-form4_1766009200.xml · nonDerivative · entry 1 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171,371 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| September 05, 2025 Filed Sep 9, 2025 21:25 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 21,000 | $24.47 | $513,870.00 |
DisclosureSEC source: 0001598665-25-000062 · wk-form4_1757453107.xml · nonDerivative · entry 1 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,006 Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 27,045 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000010 · wk-form4_1741899637.xml · nonDerivative · entry 2 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 197,006 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, 2025 and ending on December 31, 2027 and will vest following the end of the performance period but no later than March 30, 2028. 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 11, 2025 Filed Mar 13, 2025 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 6,761 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000010 · wk-form4_1741899637.xml · nonDerivative · entry 1 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,961 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 2,253 shares on December 15, 2025, 2,254 shares of December 15, 2026 and 2,254 shares on December 15, 2027. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 22:11 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 3,678 | $12.58 | $46,269.24 |
DisclosureSEC source: 0001598665-24-000027 · wk-form4_1734473497.xml · nonDerivative · entry 1 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,200 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:11 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 29,915 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022466 · ownership.xml · nonDerivative · entry 2 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,878 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, 2024 and ending on December 31, 2026 and will vest following the end of the performance period but no later than March 30, 2027. 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 |
| February 26, 2024 Filed Feb 29, 2024 00:11 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 11,218 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022466 · ownership.xml · nonDerivative · entry 1 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,963 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 3,739 shares on December 15, 2024, 3,739 shares on December 15, 2025 and 3,740 shares on December 15, 2026. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:10 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 3,660 | $6.51 | $23,826.60 |
DisclosureSEC source: 0000950170-23-071583 · ownership.xml · nonDerivative · entry 2 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,745 F2 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| November 16, 2023 Filed Dec 19, 2023 22:10 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Disposition to issuerCommon Stock | 44,092 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-071583 · ownership.xml · nonDerivative · entry 1 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,405 F1 · kind: Represents the forfeiture by the Reporting Person of shares of performance based restricted stock granted to the Reporting Person in anticipation of the applicable performance measures not being achieved. Read SEC document |
| July 11, 2023 Filed Jul 14, 2023 01:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 98,039 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032905 · ownership.xml · nonDerivative · entry 2 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 173,497 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, 2023 and ending on December 31, 2025 and will vest following the end of the performance period but no later than March 30, 2026. 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 |
| July 11, 2023 Filed Jul 14, 2023 01:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 19,608 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032905 · ownership.xml · nonDerivative · entry 1 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,458 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 6,536 shares on December 15, 2023, 6,536 shares on December 15, 2024 and 6,536 shares on December 15, 2025. Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 17:50 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 22,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011571 · doc4.xml · nonDerivative · entry 2 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,850 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 17:50 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 5,952 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011571 · doc4.xml · nonDerivative · entry 1 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,529 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 1,984 shares on March 16, 2023, March 16, 2024 and March 16, 2025. Read SEC document |
| October 16, 2021 Filed Oct 18, 2021 22:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 21,771 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-040483 · doc4.xml · nonDerivative · entry 2 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,577 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. Read SEC document |
| October 16, 2021 Filed Oct 18, 2021 22:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 5,806 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-040483 · doc4.xml · nonDerivative · entry 1 Binnun Sharon · CIK 0001639407 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,806 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 1,935 shares on December 31, 2021 and December 31, 2022 and 1,936 shares on December 31, 2023. 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.