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 | Direct | 63,763 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 2,703 · Balance 63,763 |
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 20:56 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001607784-26-000002 · wk-form4_1781297759.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,763 Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 20:17 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000042 · wk-form4_1749758621.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,060 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: 0001628280-24-027263 · wk-form4_1717791284.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,510 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. Read SEC document |
| June 19, 2023 Filed Jun 21, 2023 23:08 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 7,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-016177 · doc4.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,902 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 19:05 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 9,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018035 · doc4a.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,596 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 23, 2022 Filed Jun 27, 2022 17:23 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 12,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-024171 · doc4.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,934 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 |
| January 01, 2022 Filed Jan 21, 2022 20:08 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002852 · doc4.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,162 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 Feb 24, 2022 16:20 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-007570 · doc4a.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,512 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. F2 · balance_after: This amendment is being filed solely to correct a typographical error in the number of shares beneficially owned by the Reporting Person following the reported transaction. Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 21:24 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 2,000 | $11.52 | $23,047.60 |
DisclosureSEC source: 0000899243-17-021036 · doc4.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,441 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 $11.52 and $11.56 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 |
| August 21, 2017 Filed Aug 23, 2017 20:21 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,000 | $11.44 | $11,440.00 |
DisclosureSEC source: 0000899243-17-020919 · doc4.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,441 Read SEC document |
| July 10, 2015 Filed Apr 24, 2020 20:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 2,650 | $25.00 | $66,250.00 |
DisclosureSEC source: 0000899243-20-011276 · doc4.xml · nonDerivative · entry 3 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,791 Read SEC document |
| June 25, 2015 Filed Apr 24, 2020 20:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 5,000 | $21.98 | $109,900.00 |
DisclosureSEC source: 0000899243-20-011276 · doc4.xml · nonDerivative · entry 2 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,441 Read SEC document |
| May 14, 2015 Filed Apr 24, 2020 20:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 15,000 | $20.95 | $314,250.00 |
DisclosureSEC source: 0000899243-20-011276 · doc4.xml · nonDerivative · entry 1 Vattamattam Joseph · CIK 0001607784 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,441 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.