Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Director | June 10, 2026 | June 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 June 10, 2026 · Filed June 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 71,022 |
Reported balance
After 2026-06-10 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 2,703 · Balance 71,022 F1: Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 6,852 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,852 F2: Shares of common stock reported on this line are held by Ms. Barlas' spouse. |
| Common StockSEC Table I · non-derivative | Direct | 12,746 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 12,746 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust.
F2: Shares of common stock reported on this line are held by Ms. Barlas' spouse.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 12, 2026 20:55 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001616723-26-000002 · wk-form4_1781297748.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 71,022 F1 · ownership.nature: Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust. Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 20:49 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000053 · wk-form4_1749761390.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 68,319 F1 · ownership.nature: Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 4,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027262 · wk-form4_1717791269.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 65,769 F1 · shares: These shares were issued as a restricted stock grant to the Reporting Person by the Issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the date of issuance and (ii) the day immediately prior to the date of the following year's annual meeting of the stockholders of the Issuer. F2 · ownership.nature: Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust. Read SEC document |
| June 19, 2023 Filed Jun 21, 2023 23:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 7,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-016173 · doc4.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,857 F1 · shares: These shares were issued as a restricted stock grant to the Reporting Person by the Issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the date of issuance and (ii) the day immediately prior to the date of the following year's annual meeting of stockholders of the Issuer. Read SEC document |
| June 19, 2023 Filed Aug 11, 2023 19:08 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 9,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018041 · doc4a.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,551 F1 · shares: These shares were issued as a restricted stock grant to the Reporting Person by the Issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the date of issuance and (ii) the day immediately prior to the date of the following year's annual meeting of stockholders of the Issuer. F2 · shares: This amendment is being filed solely to correct a typographical error in the number of shares of restricted stock awarded. Read SEC document |
| June 19, 2023 Filed Apr 11, 2024 01:01 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 9,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-043505 · ownership.xml · nonDerivative · entry 3 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 60,855 F1 · shares: These shares were issued as a restricted stock grant to the Reporting Person by the Issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the grant date and (ii) the day immediately prior to the date of the following year's annual meeting of the stockholders of the Issuer. F2 · balance_after: This amendment is being filed to correct the reported form of ownership of the restricted stock granted to the Reporting Person by clarifying that such restricted stock is held indirectly rather than directly. This amendment amends the transactions reported on the following Form 4s: a January 1, 2022 transaction reported on a Form 4 filed on January 21, 2022; a June 23, 2022 transaction reported on a Form 4 filed on June 27, 2022; and a June 19, 2023 transaction reported on a Form 4 filed on June 21, 2023 as amended by Form 4/A filed on August 11, 2023. F3 · ownership.nature: Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 17:19 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 12,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-024161 · doc4.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,889 F1 · shares: These shares were issued as a restricted stock grant to the reporting person by the issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the grant date and (ii) the day immediately prior to the date of the annual meeting of the stockholders of the issuer that next follows the grant date. Read SEC document |
| June 23, 2022 Filed Apr 11, 2024 01:01 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 12,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-043505 · ownership.xml · nonDerivative · entry 2 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 51,193 F1 · shares: These shares were issued as a restricted stock grant to the Reporting Person by the Issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the grant date and (ii) the day immediately prior to the date of the following year's annual meeting of the stockholders of the Issuer. F2 · balance_after: This amendment is being filed to correct the reported form of ownership of the restricted stock granted to the Reporting Person by clarifying that such restricted stock is held indirectly rather than directly. This amendment amends the transactions reported on the following Form 4s: a January 1, 2022 transaction reported on a Form 4 filed on January 21, 2022; a June 23, 2022 transaction reported on a Form 4 filed on June 27, 2022; and a June 19, 2023 transaction reported on a Form 4 filed on June 21, 2023 as amended by Form 4/A filed on August 11, 2023. F3 · ownership.nature: Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust. Read SEC document |
| January 01, 2022 Filed Jan 21, 2022 20:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002842 · doc4.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,467 F1 · shares: These shares were issued as a restricted stock grant to the reporting person by the issuer. The restricted stock shall vest on the date of the annual meeting of the stockholders of the issuer that next follows the grant date. Read SEC document |
| January 01, 2022 Filed Apr 11, 2024 01:01 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-043505 · ownership.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 38,771 F1 · shares: These shares were issued as a restricted stock grant to the Reporting Person by the Issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the grant date and (ii) the day immediately prior to the date of the following year's annual meeting of the stockholders of the Issuer. F2 · balance_after: This amendment is being filed to correct the reported form of ownership of the restricted stock granted to the Reporting Person by clarifying that such restricted stock is held indirectly rather than directly. This amendment amends the transactions reported on the following Form 4s: a January 1, 2022 transaction reported on a Form 4 filed on January 21, 2022; a June 23, 2022 transaction reported on a Form 4 filed on June 27, 2022; and a June 19, 2023 transaction reported on a Form 4 filed on June 21, 2023 as amended by Form 4/A filed on August 11, 2023. F3 · ownership.nature: Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 00:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,150 | $16.00 | $82,400.00 |
DisclosureSEC source: 0000899243-18-028488 · doc4.xml · nonDerivative · entry 4 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 36,050 F3 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $15.99 to $16.00 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. F4 · ownership.nature: Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 00:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,830 | $16.01 | $29,298.30 |
DisclosureSEC source: 0000899243-18-028488 · doc4.xml · nonDerivative · entry 3 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,852 F2 · ownership.nature: Shares of common stock reported on this line are held by Ms. Barlas' spouse. Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 00:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 73 | $16.05 | $1,171.65 |
DisclosureSEC source: 0000899243-18-028488 · doc4.xml · nonDerivative · entry 2 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,746 Read SEC document |
| November 05, 2018 Filed Nov 8, 2018 00:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 3,433 | $16.01 | $54,962.33 |
DisclosureSEC source: 0000899243-18-028488 · doc4.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,673 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $15.99 to $16.02 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 |
| October 03, 2017 Filed Feb 14, 2018 18:17 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | OtherCommon Stock | 22 | $13.93 | $306.55 |
DisclosureSEC source: 0000899243-18-003815 · doc5.xml · nonDerivative · entry 2 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,022 F2 · kind: This small acquisition on October 3, 2017 was exempted from contemporaneous filing of a separate Form 4 pursuant to Rule 16a-6. F3 · ownership.nature: Shares of common stock reported on this line are held by Ms. Barlas' spouse. Read SEC document |
| October 03, 2017 Filed Feb 14, 2018 18:17 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | OtherCommon Stock | 40 | $13.93 | $557.36 |
DisclosureSEC source: 0000899243-18-003815 · doc5.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,240 F1 · kind: This small acquisition on October 3, 2017 was exempted from contemporaneous filing of a separate Form 4 pursuant to Rule 16a-6. Read SEC document |
| August 11, 2017 Filed Aug 14, 2017 13:09 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 10,000 | $11.61 | $116,074.00 |
DisclosureSEC source: 0000899243-17-020194 · doc4.xml · nonDerivative · entry 1 Barlas Irini · CIK 0001616723 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,200 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 $11.605 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.