Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Chief Financial Officer | August 17, 2026 | August 19, 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 August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 492,522 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 1 · 2026-08-17 · Sale · Disposed 10,000 · Balance 492,522 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| August 17, 2026 Filed Aug 19, 2026 21:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 10,000 | $34.16 | $341,587.00 |
DisclosureSEC 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 |
| March 12, 2026 Filed Mar 16, 2026 21:10 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 72,549 | $28.14 | $2,041,528.86 |
DisclosureSEC 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. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:33 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 27,487 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:33 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 15,271 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 18,112 | $29.57 | $535,571.84 |
DisclosureSEC source: 0001730226-25-000009 · wk-form4_1766009213.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 532,313 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 22:24 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 8,331 | $28.21 | $235,005.01 |
DisclosureSEC source: 0001730226-25-000007 · wk-form4_1764887072.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 550,425 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $28.19 to $28.255 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 |
| November 05, 2025 Filed Nov 6, 2025 22:13 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 19,929 | $24.18 | $481,811.48 |
DisclosureSEC source: 0001730226-25-000005 · wk-form4_1762467206.xml · nonDerivative · entry 2 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 558,756 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges 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 |
| November 04, 2025 Filed Nov 6, 2025 22:13 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 71 | $24.00 | $1,704.00 |
DisclosureSEC source: 0001730226-25-000005 · wk-form4_1762467206.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 578,685 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 21:03 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 6,803 | $24.16 | $164,360.48 |
DisclosureSEC source: 0001598665-25-000071 · wk-form4_1759871017.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 578,756 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $24.00 to $24.28 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 |
| October 01, 2025 Filed Oct 3, 2025 21:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 3,800 | $25.18 | $95,684.00 |
DisclosureSEC source: 0001598665-25-000070 · wk-form4_1759525275.xml · nonDerivative · entry 2 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 585,559 F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $25.05 to $25.40 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 sold at each separate price. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 21:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 9,397 | $24.61 | $231,260.17 |
DisclosureSEC source: 0001598665-25-000070 · wk-form4_1759525275.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 589,359 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $24.05 to $25.04 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 12, 2025 Filed Sep 16, 2025 20:53 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 20,000 | $24.17 | $483,400.00 |
DisclosureSEC source: 0001598665-25-000066 · wk-form4_1758055987.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 598,756 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $24.00 to $24.45 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 14, 2025 Filed Mar 17, 2025 21:16 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 6,000 | $13.85 | $83,100.00 |
DisclosureSEC source: 0001598665-25-000019 · wk-form4_1742246188.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 618,756 Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 21:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 52,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000012 · wk-form4_1741899659.xml · nonDerivative · entry 2 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 612,756 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 21:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 27,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000012 · wk-form4_1741899659.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 560,736 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 9,248 shares on December 15, 2025, 9,248 shares of December 15, 2026 and 9,248 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 | 17,444 | $12.58 | $219,445.52 |
DisclosureSEC source: 0001598665-24-000024 · wk-form4_1734473463.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 532,992 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting on shares of previously awarded restricted stock. Read SEC document |
| May 06, 2024 Filed May 7, 2024 20:24 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $8.11 | $40,550.00 |
DisclosureSEC source: 0000950170-24-054573 · ownership.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 550,436 Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 56,980 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022470 · ownership.xml · nonDerivative · entry 2 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545,436 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 00:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 45,584 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022470 · ownership.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 488,456 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 15,194 shares on December 15, 2024, 15,195 shares on December 15, 2025 and 15,195 shares on December 15, 2026. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 12,816 | $6.51 | $83,432.16 |
DisclosureSEC source: 0000950170-23-071590 · ownership.xml · nonDerivative · entry 2 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 442,872 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 22:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Disposition to issuerCommon Stock | 72,655 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-071590 · ownership.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 455,688 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 | 196,078 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032903 · ownership.xml · nonDerivative · entry 2 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 528,343 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 | 73,529 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032903 · ownership.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 332,265 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 24,510 shares on December 15, 2023, 24,510 shares on December 15, 2024 and 24,509 shares on December 15, 2025. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 21:44 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 25,000 | $1.36 | $34,000.00 |
DisclosureSEC source: 0000899243-22-036388 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 258,736 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $1.33 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 Jun 30, 2022 20:07 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 10,000 | $2.61 | $26,100.00 |
DisclosureSEC source: 0000899243-22-024593 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233,736 Read SEC document |
| March 16, 2022 Filed Mar 18, 2022 17:48 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 44,643 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011570 · doc4.xml · nonDerivative · entry 2 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,736 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 17:48 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 22,321 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011570 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,093 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 7,440 shares on March 16, 2023 and March 16, 2024 and 7,441 shares on March 16, 2025. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:13 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 5,500 | $5.88 | $32,340.00 |
DisclosureSEC source: 0000899243-22-000491 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,772 F1 · shares: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| December 27, 2021 Filed Dec 29, 2021 19:33 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 1,727 | $5.89 | $10,172.03 |
DisclosureSEC source: 0000899243-21-050019 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,272 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 4,669 shares on December 27, 2021, 4,669 shares on December 27, 2022 and 4,668 shares on December 27, 2023. Read SEC document |
| September 16, 2021 Filed Sep 17, 2021 15:12 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 8,650 | $5.75 | $49,737.50 |
DisclosureSEC source: 0000899243-21-036385 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,999 Read SEC document |
| April 13, 2021 Filed Apr 22, 2021 15:19 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 28,012 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-016714 · doc4.xml · nonDerivative · entry 2 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,349 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 |
| April 13, 2021 Filed Apr 22, 2021 15:19 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 14,006 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-016714 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,337 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 4,668 shares on December 31, 2021, 4,669 shares on December 31, 2022 and 4,669 shares on December 31, 2023. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 22:17 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCOMMON STOCK | 7,500 | $10.13 | $75,975.00 |
DisclosureSEC source: 0000899243-21-000128 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,331 F1 · shares: Shares withheld to satisfy tax liability on vesting of shares of previously awarded restricted stock. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 01:29 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 7,500 | $13.25 | $99,375.00 |
DisclosureSEC source: 0000899243-20-000158 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,831 F1 · shares: Shares withheld to satisfy tax liability on vesting of shares of previously awarded restricted stock. Read SEC document |
| May 09, 2019 Filed May 10, 2019 21:46 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $14.33 | $71,657.50 |
DisclosureSEC source: 0000899243-19-013101 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,331 Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 23:28 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 3,000 | $14.72 | $44,160.00 |
DisclosureSEC source: 0000899243-19-000326 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,331 F1 · shares: Shares withheld to satisfy tax liability on vesting of shares of previously awarded restricted stock. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 22:31 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 3,500 | $14.31 | $50,101.80 |
DisclosureSEC source: 0000899243-18-022157 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,331 Read SEC document |
| August 10, 2018 Filed Jan 3, 2019 23:25 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 3,500 | $14.31 | $50,101.80 |
DisclosureSEC source: 0000899243-19-000324 · doc4a.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,331 F1 · balance_after: This Form 4/A is being filed to correct the amount of securities beneficially owned following the reported transaction to include the grant of restricted stock previously reported on the Reporting Person's Form 4/A filed on February 5, 2018. Of this amount, 75,000 represents shares of restricted stock that vest in five equal installments on each of January 1, 2019, 2020, 2021, 2022 and 2023. Read SEC document |
| January 31, 2018 Filed Feb 3, 2018 02:31 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-002774 · doc4.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Read SEC document |
| January 31, 2018 Filed Feb 6, 2018 02:30 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-18-002963 · doc4a.xml · nonDerivative · entry 1 Lusk Kirk · CIK 0001730226 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 F1 · shares: This Form 4/A is being filed to correct the number of shares of restricted stock awarded to Mr. Lusk, which inadvertently included only the amount vesting on the first vesting date. F2 · shares: Represents a grant of restricted stock pursuant to the Heritage Insurance Holdings, Inc. Omnibus Incentive Plan. The restricted stock vests in five equal annual installments of 15,000 shares beginning on January 31, 2019. 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.