Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | See Remarks | August 10, 2026 | August 12, 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 10, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 144,941 |
Reported balance
After 2026-08-10 transaction · row 1
1 source rowRow 1 · 2026-08-10 · Sale · Disposed 15,104 · Balance 144,941 F1: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $32.02 to $32.77 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 $32.02 to $32.77 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 10, 2026 Filed Aug 12, 2026 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 15,104 | $32.49 | $490,680.63 |
DisclosureSEC source: 0001808766-26-000010 · wk-form4_1786568416.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,941 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $32.02 to $32.77 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 02, 2026 Filed Apr 3, 2026 21:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 16,325 | $26.08 | $425,736.41 |
DisclosureSEC source: 0001808766-26-000008 · wk-form4_1775250246.xml · nonDerivative · entry 4 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 160,045 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. F5 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.6391 to $26.2961 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 02, 2026 Filed Apr 3, 2026 21:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 8,444 | $25.13 | $212,232.34 |
DisclosureSEC source: 0001808766-26-000008 · wk-form4_1775250246.xml · nonDerivative · entry 3 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 176,370 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. F4 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $24.55 to $25.5376 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 21:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 1,102 | $26.21 | $28,884.08 |
DisclosureSEC source: 0001808766-26-000008 · wk-form4_1775250246.xml · nonDerivative · entry 2 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 184,814 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. F3 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.1808 to $26.24 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 21:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 24,619 | $25.78 | $634,584.27 |
DisclosureSEC source: 0001808766-26-000008 · wk-form4_1775250246.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 185,916 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.18 to $26.1732 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 19, 2026 Filed Mar 23, 2026 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 910 | $27.43 | $24,958.39 |
DisclosureSEC source: 0001808766-26-000006 · wk-form4_1774299650.xml · nonDerivative · entry 2 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 210,535 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. F3 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $27.2998 to $27.6431 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 19, 2026 Filed Mar 23, 2026 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 28,223 | $26.60 | $750,802.36 |
DisclosureSEC source: 0001808766-26-000006 · wk-form4_1774299650.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 211,445 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.23 to $27.2214 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 | 47,549 | $28.14 | $1,338,028.86 |
DisclosureSEC source: 0001808766-26-000004 · wk-form4_1773695439.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 239,668 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 | 16,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001808766-26-000002 · wk-form4_1773092000.xml · nonDerivative · entry 2 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 287,217 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 | 4,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001808766-26-000002 · wk-form4_1773092000.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,955 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 1,445 shares on December 15, 2026, 1,446 shares of December 15, 2027 and 1,446 shares on December 15, 2028. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:07 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 9,516 | $29.57 | $281,388.12 |
DisclosureSEC source: 0001808766-25-000004 · wk-form4_1766009221.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,618 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 21:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 26,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000014 · wk-form4_1741899680.xml · nonDerivative · entry 2 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,134 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 | 8,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000014 · wk-form4_1741899680.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 249,871 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 2,735 shares on December 15, 2025, 2,736 shares of December 15, 2026 and 2,736 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 | 9,478 | $12.58 | $119,233.24 |
DisclosureSEC source: 0001598665-24-000028 · wk-form4_1734473508.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,664 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 00:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 18,519 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022459 · ownership.xml · nonDerivative · entry 2 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,142 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 00:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 13,889 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022459 · ownership.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,623 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 4,629 shares on December 15, 2024, 4,630 shares on December 15, 2025 and 4,630 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 | 9,018 | $6.51 | $58,707.18 |
DisclosureSEC source: 0000950170-23-071584 · ownership.xml · nonDerivative · entry 2 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 218,734 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 | 58,790 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-071584 · ownership.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 227,752 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 01:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 98,039 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032906 · ownership.xml · nonDerivative · entry 2 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 286,542 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 01:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 36,765 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032906 · ownership.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,503 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 12,255 shares on December 15, 2023, 12,255 shares on December 15, 2024 and 12,255 shares on December 15, 2025. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 4,200 | $1.80 | $7,560.00 |
DisclosureSEC source: 0000899243-23-000618 · doc4.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,738 F1 · shares: Represents shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| December 21, 2022 Filed Dec 23, 2022 21:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 1,563 | $1.94 | $3,032.22 |
DisclosureSEC source: 0000899243-22-039311 · doc4.xml · nonDerivative · entry 2 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,938 F2 · 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 3,720 shares on December 21, 2022, 3,720 shares on December 21, 2023 and 3,721 shares on December 21, 2024. Read SEC document |
| December 21, 2022 Filed Dec 23, 2022 21:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 1,524 | $1.94 | $2,956.56 |
DisclosureSEC source: 0000899243-22-039311 · doc4.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,501 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 3,628 shares on December 21, 2021, 3,628 shares on December 21, 2022 and 3,629 shares on December 21, 2023. Read SEC document |
| November 16, 2022 Filed Nov 18, 2022 21:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 25,000 | $1.40 | $35,000.00 |
DisclosureSEC source: 0000899243-22-036374 · doc4.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,025 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 $1.40 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 |
| March 16, 2022 Filed Mar 18, 2022 17:46 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 29,762 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011565 · doc4.xml · nonDerivative · entry 2 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,025 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 17:46 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 11,161 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-011565 · doc4.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,263 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 3,720 shares on March 16, 2023 and March 16, 2024 and 3,721 shares on March 16, 2025. Read SEC document |
| January 01, 2022 Filed Jan 4, 2022 21:09 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 4,299 | $5.88 | $25,278.12 |
DisclosureSEC source: 0000899243-22-000481 · doc4.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,102 F1 · shares: Represents 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 19:32 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 1,645 | $5.89 | $9,689.05 |
DisclosureSEC source: 0000899243-21-050018 · doc4.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,401 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 3,628 shares on December 27, 2021, 3,628 shares on December 27, 2022 and 3,629 shares on December 27, 2023. Read SEC document |
| October 16, 2021 Filed Oct 18, 2021 22:16 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 29,028 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-040484 · doc4.xml · nonDerivative · entry 2 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,046 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 22:16 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 10,885 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-040484 · doc4.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,018 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 3,628 shares on December 31, 2021 and December 31, 2022 and 3,629 shares on December 31, 2023. Read SEC document |
| January 01, 2021 Filed Jan 4, 2021 22:18 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCOMMON STOCK | 5,000 | $10.13 | $50,650.00 |
DisclosureSEC source: 0000899243-21-000130 · doc4.xml · nonDerivative · entry 1 Moura Timothy · CIK 0001808766 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,133 F1 · shares: Shares withheld to satisfy tax liability on vesting of shares of previously awarded restricted stock. 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.