Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Director · Chairman | 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 | 451,750 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Grant · Acquired 2,703 · Balance 451,750 |
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 16:55 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,703 | $0.00 | $0.00 |
DisclosureSEC source: 0001186207-26-000002 · wk-form4_1781297736.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451,750 Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 18:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 50,000 | $29.40 | $1,470,085.00 |
DisclosureSEC source: 0001186207-25-000008 · wk-form4_1763679921.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 449,047 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $29.07 to $29.95 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 14, 2025 Filed Oct 16, 2025 17:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 58,715 | $27.62 | $1,621,708.30 |
DisclosureSEC source: 0001186207-25-000006 · wk-form4_1760648416.xml · nonDerivative · entry 3 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 499,047 F3 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $27.36 to $27.97 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 |
| October 14, 2025 Filed Oct 16, 2025 17:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 32,286 | $26.97 | $870,753.42 |
DisclosureSEC source: 0001186207-25-000006 · wk-form4_1760648416.xml · nonDerivative · entry 2 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 557,762 F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $26.36 to $27.35 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 14, 2025 Filed Oct 16, 2025 17:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 8,999 | $25.90 | $233,074.10 |
DisclosureSEC source: 0001186207-25-000006 · wk-form4_1760648416.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 590,048 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $25.35 to $26.33 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 16, 2025 Filed Sep 18, 2025 17:20 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 42,862 | $24.52 | $1,050,976.24 |
DisclosureSEC source: 0001186207-25-000004 · wk-form4_1758230445.xml · nonDerivative · entry 2 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 599,047 F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $24.44 to $24.64 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 16, 2025 Filed Sep 18, 2025 17:20 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 57,138 | $23.88 | $1,364,455.44 |
DisclosureSEC source: 0001186207-25-000004 · wk-form4_1758230445.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 641,909 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $23.40 to $24.39 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 10, 2025 Filed Jun 12, 2025 16:49 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000051 · wk-form4_1749761370.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 699,047 Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:33 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 4,437 | $14.55 | $64,558.35 |
DisclosureSEC source: 0001598665-24-000012 · wk-form4_1724200403.xml · nonDerivative · entry 2 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 696,497 F2 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $14.53 to $14.58 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. F3 · price: The purchases reported here resulted in short-swing profits under Section 16(b) of the Securities Exchange Act of 1934, as amended, ("Section 16(b)") and the Reporting Person has disgorged a total of $2,045.91 to the Issuer, which amount represents all profits related to the transactions reported on this Form 4 in accordance with Section 16(b). Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 20:33 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 4,437 | $15.01 | $66,599.37 |
DisclosureSEC source: 0001598665-24-000012 · wk-form4_1724200403.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 692,060 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $15.00 to $15.02 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 |
| June 05, 2024 Filed Jun 7, 2024 16:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 4,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027265 · wk-form4_1717791311.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 696,497 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 19:25 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 7,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-016189 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 689,889 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 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 15:07 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 9,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018040 · doc4a.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 691,583 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 |
| March 21, 2023 Filed Mar 23, 2023 17:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $3.01 | $15,050.00 |
DisclosureSEC source: 0000899243-23-009528 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 681,921 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $3.01 to $3.02 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 |
| June 30, 2022 Filed Jul 5, 2022 16:41 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 10,000 | $2.63 | $26,300.00 |
DisclosureSEC source: 0000899243-22-024991 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676,921 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $2.61 to $2.64 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 23, 2022 Filed Jun 27, 2022 13:23 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 12,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-024172 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666,921 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 15:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002843 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 654,499 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 |
| September 17, 2021 Filed Sep 21, 2021 17:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 10,000 | $5.84 | $58,400.00 |
DisclosureSEC source: 0000899243-21-036792 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 651,778 Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 16:16 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Disposition to issuerCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-030573 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 641,778 F1 · shares: Represents shares surrendered for income tax purposes. Read SEC document |
| November 04, 2019 Filed Nov 13, 2019 18:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Disposition to issuerCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-027213 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 691,778 F1 · shares: Represents shares surrendered for income tax purposes. Read SEC document |
| November 04, 2018 Filed Nov 6, 2018 18:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 25,000 | $16.35 | $408,750.00 |
DisclosureSEC source: 0000899243-18-028332 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 741,778 F1 · shares: Shares withheld to satisfy tax liability on vesting of restricted stock. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 18:34 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $14.36 | $71,809.50 |
DisclosureSEC source: 0000899243-18-022161 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766,778 Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 16:13 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,965 | $0.00 Strike: $16.89 | $0.00 |
DisclosureSEC source: 0000899243-17-027802 · doc4.xml · derivative · entry 2 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 245,035 Underlying: Common Stock · 4,965 shares Expires 2017-12-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Date at which first vesting occurs is indicated. Fifty percent (50%) of the shares originally subject to the option became exercisable at the first vesting date, and the remaining fifty percent (50%) became exercisable on April 30, 2015. Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 16:13 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Exercise / conversionCommon Stock | 4,965 | $16.89 | $83,858.85 |
DisclosureSEC source: 0000899243-17-027802 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 761,778 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 17, 2017 Filed Nov 20, 2017 16:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 18,799 | $17.41 | $327,290.59 |
DisclosureSEC source: 0000899243-17-026969 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756,813 F1 · shares: Shares withheld by the Company to satisfy minimum withholding requirements. Read SEC document |
| August 25, 2017 Filed Aug 25, 2017 17:24 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 16,500 | $11.32 | $186,747.00 |
DisclosureSEC source: 0000899243-17-021037 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775,612 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 $11.29 and $11.34 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 11, 2017 Filed Aug 14, 2017 09:09 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 25,800 | $11.53 | $297,584.94 |
DisclosureSEC source: 0000899243-17-020192 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 759,112 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 $11.51 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 |
| November 17, 2016 Filed Nov 22, 2016 17:08 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 15,441 | $14.69 | $226,828.29 |
DisclosureSEC source: 0000899243-16-034150 · doc4.xml · nonDerivative · entry 1 WIDDICOMBE RICHARD A · CIK 0001186207 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 733,312 F1 · shares: Shares withheld by the Company to satisfy minimum withholding requirements. 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.