Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AMERICAN COASTAL INSURANCE CorpACIC · Entity 5560 | Director | May 26, 2026 | May 28, 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.
AMERICAN COASTAL INSURANCE Corp
Report date May 26, 2026 · Filed May 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,729,197 |
Reported balance
After 2026-05-26 transaction · row 1
1 source rowRow 1 · 2026-05-26 · Grant · Acquired 5,000 · Balance 1,729,197 |
| Common StockSEC Table I · non-derivative | IndirectTrustee for Revocable Trust f/b/o Christina M. Branch | 101,848 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 101,848 F1: Held by the Reporting Person as Trustee |
| Common StockSEC Table I · non-derivative | IndirectTrustee for Revocable Trust f/b/o Overby C. Branch III | 101,848 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 101,848 F1: Held by the Reporting Person as Trustee |
| Common StockSEC Table I · non-derivative | IndirectTrustee for Revocable Trust f/b/o Jennifer L. Branch | 101,848 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 101,848 F1: Held by the Reporting Person as Trustee |
| Common StockSEC Table I · non-derivative | IndirectHeld by Branch Family Foundation, Inc. | 41,800 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 41,800 |
| Common StockSEC Table I · non-derivative | IndirectTrustee for Revocable Trust f/b/o Tracy L. Drake | 101,848 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 101,848 F1: Held by the Reporting Person as Trustee |
| Common StockSEC Table I · non-derivative | IndirectHeld by Branch Journey, LLC. Reporting person is sole manager of Branch Journey, LLC. . | 123,710 |
Reported balance
Holding disclosure · report date 2026-05-26 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 123,710 F2: The amount of securities beneficially owned as reported in column 5 include 118,588 shares that were previously held by the Greg Branch Family LP and transferred to Branch Journey, LLC in December 2012. Reporting Person is the sole manager of Branch Journey, LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Held by the Reporting Person as Trustee
F2: The amount of securities beneficially owned as reported in column 5 include 118,588 shares that were previously held by the Greg Branch Family LP and transferred to Branch Journey, LLC in December 2012. Reporting Person is the sole manager of Branch Journey, LLC.
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 |
|---|---|---|---|---|---|---|
| May 26, 2026 Filed May 28, 2026 20:07 UTC | AMERICAN COASTAL INSURANCE Corp ACIC · Entity 5560 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001446459-26-000002 · ownership.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,729,197 Read SEC document |
| May 19, 2025 Filed May 21, 2025 20:04 UTC | AMERICAN COASTAL INSURANCE Corp ACIC · Entity 5560 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001401521-25-000097 · wk-form4_1747857846.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,724,197 Read SEC document |
| May 14, 2024 Filed May 15, 2024 20:05 UTC | AMERICAN COASTAL INSURANCE Corp ACIC · Entity 5560 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001401521-24-000063 · wk-form4_1715803549.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,719,197 Read SEC document |
| June 02, 2023 Filed Jun 5, 2023 20:22 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001401521-23-000087 · wk-form4_1685996519.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,714,197 F1 · shares: This restricted stock award was issued to the Reporting Person pursuant to the Issuer's Non-Employee Director Compensation Policy as an annual director equity grants. Read SEC document |
| May 03, 2022 Filed May 4, 2022 21:37 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001401521-22-000054 · wf-form4_165170010822215.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,709,197 Read SEC document |
| December 29, 2021 Filed Dec 30, 2021 21:02 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 3,490 | $4.37 | $15,259.68 |
DisclosureSEC source: 0001401521-21-000218 · wf-form4_164089815329038.xml · nonDerivative · entry 2 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Branch Family Foundation, Inc. Disclosed balance after: 45,290 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.34 to $4.38 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 29, 2021 Filed Dec 30, 2021 21:02 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 2,405 | $4.37 | $10,520.67 |
DisclosureSEC source: 0001401521-21-000218 · wf-form4_164089815329038.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Branch Journey, LLC. Reporting person is sole manager of Branch Journey, LLC. Disclosed balance after: 123,710 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.34 to $4.38 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The amount of securities beneficially owned as reported in column 5 include 118,588 shares that were previosly held by the Greg Branch Family LP and transferred to Branch Journey, LLC in December 2012. Reporting Person is the sole manager of Branch Journey, LLC. Read SEC document |
| December 27, 2021 Filed Dec 28, 2021 21:08 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 1,800 | $4.30 | $7,738.02 |
DisclosureSEC source: 0001401521-21-000216 · wf-form4_164072568285427.xml · nonDerivative · entry 2 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Branch Family Foundation, Inc. Disclosed balance after: 41,800 F3 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.28 to $4.31 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 27, 2021 Filed Dec 28, 2021 21:08 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | PurchaseCommon Stock | 2,717 | $4.30 | $11,681.74 |
DisclosureSEC source: 0001401521-21-000216 · wf-form4_164072568285427.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Held by Branch Journey, LLC. Reporting person is sole manager of Branch Journey, LLC. Disclosed balance after: 121,305 F1 · price: The reported price in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $4.29 to $4.31 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. F2 · ownership.nature: The amount of securities beneficially owned as reported in column 5 include 118,588 shares that were previously held by the Greg Branch Family LP and transferred to Branch Journey, LLC in December 2012. Reporting Person is the sole manager of Branch Journey, LLC. Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:10 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001401521-21-000059 · wf-form4_162024543614067.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,704,197 Read SEC document |
| May 05, 2020 Filed May 6, 2020 20:04 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001401521-20-000075 · wf-form4_158879545548042.xml · nonDerivative · entry 2 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699,197 F2 · date: Grant pursuant to the Plan effective May 5, 2020. Read SEC document |
| May 05, 2020 Filed May 6, 2020 20:04 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001401521-20-000075 · wf-form4_158879545548042.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,694,197 F1 · date: Grant pursuant to the United Insurance Holdings Corp. 2020 Omnibus Incentive Plan (the "Plan") effective May 7, 2019, subject to stockholder approval of the Plan. Stockholder approval of the Plan was obtained on May 5, 2020. Read SEC document |
| May 08, 2018 Filed May 10, 2018 20:22 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantCommon Stock | 40,000 | $19.72 | $788,800.00 |
DisclosureSEC source: 0001401521-18-000072 · wf-form4_152598375193227.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,689,197 Read SEC document |
| May 09, 2017 Filed May 10, 2017 21:11 UTC | AMERICAN COASTAL INSURANCE Corp UIHC · Entity 5560 | GrantCommon Stock | 40,000 | $14.91 | $596,400.00 |
DisclosureSEC source: 0001401521-17-000096 · wf-form4_149445069034852.xml · nonDerivative · entry 1 Branch Gregory C · CIK 0001446459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,689,197 F1 · shares: These shares were acquired pursuant to a grant of restricted stock under the United Insurance Holdings Corp. 2013 Omnibus Incentive Plan. The restricted stock will vest on the earlier of (i) the first anniversary of the grant date or (ii) immediately prior to the first annual meeting of stockholders of the company that occurs in the year following the year of the grant date unless (i) a Forfeiture Event (as defined in the Chairman Agreement) occurs or (ii) the Grantee's service with the Company pursuant to the Chairman Agreement terminates prior to the vesting date, unless such termination is the result of the expiration of the term of the Chairman Agreement immediately following the Company's 2019 annual meeting of stockholders pursuant to Section 2(a) of the Chairman Agreement. 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.