Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNIVERSAL INSURANCE HOLDINGS, INC.UVE · Entity 4820 | Director · CEO | March 27, 2026 | March 31, 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.
UNIVERSAL INSURANCE HOLDINGS, INC.
Report date March 27, 2026 · Filed March 31, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 699,461 |
Ending reported balance
After 2026-03-30 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-03-27 · Exercise / conversion · Acquired 14,598 · Balance 711,492 Row 2 · 2026-03-27 · Tax withholding · Disposed 5,745 · Balance 705,747 F1: These shares of Common Stock were withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs on March 27, 2026. Row 3 · 2026-03-30 · Tax withholding · Disposed 6,286 · Balance 699,461 F2: These shares of Common Stock were withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs on March 30, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-03-27 | Direct | 14,598 |
Reported balance
After 2026-03-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-27 · Exercise / conversion · Disposed 14,598 · Balance 14,598 F3: Each RSU represents the right to receive one share of the Issuer's Common Stock, subject to vesting. F4: These RSUs are scheduled to vest as follows, subject to continued employment by the reporting person through the applicable vesting date: (a) 14,598 shares vested on March 27, 2025; (b) 14,598 shares vested on March 27, 2026; and (c) 14,598 shares vest on March 27, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares of Common Stock were withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs on March 27, 2026.
F2: These shares of Common Stock were withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs on March 30, 2026.
F3: Each RSU represents the right to receive one share of the Issuer's Common Stock, subject to vesting.
F4: These RSUs are scheduled to vest as follows, subject to continued employment by the reporting person through the applicable vesting date: (a) 14,598 shares vested on March 27, 2025; (b) 14,598 shares vested on March 27, 2026; and (c) 14,598 shares vest on March 27, 2027.
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 |
|---|---|---|---|---|---|---|
| April 07, 2020 Filed Apr 10, 2020 00:22 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-20-000489 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 637,146 F1 · shares: Each RSU represents the right to receive one share of the Issuer's Common Stock, subject to vesting. These RSUs are scheduled to vest as follows, subject to continued employment by the reporting person through the applicable vesting date: (a) 25,000 RSUs vested on April 7, 2020, (b) 25,000 RSUs vest on January 3, 2021, and (c) 25,000 RSUs vest on December 31, 2022. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 23:58 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | PurchaseCommon Stock | 5,000 | $21.30 | $106,500.00 |
DisclosureSEC source: 0001140361-20-005194 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,146 Read SEC document |
| November 04, 2019 Filed Nov 5, 2019 14:00 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | PurchaseCommon Stock | 5,000 | $27.41 | $137,063.00 |
DisclosureSEC source: 0000905148-19-000959 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557,146 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transaction at prices ranging from $27.35 to $27.46, inclusive. The reporting person undertakes to provide to Universal Insurance Holdings, Inc., any security holder of Universal Insurance Holdings Inc., or 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 footnote (1). Read SEC document |
| September 03, 2019 Filed Sep 5, 2019 20:20 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Tax withholdingCommon Stock | 9,837 | $26.29 | $258,614.73 |
DisclosureSEC source: 0000905148-19-000842 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 552,146 F1 · date: These shares of Common Stock were withheld to satisfy the tax withholding obligation in connection with the vesting of 25,000 restricted stock units ("RSUs"). Such RSUs were scheduled to vest on September 1, 2019 but, since that date fell on a holiday weekend, they vested on the next business day, or September 3, 2019. F1 · shares: These shares of Common Stock were withheld to satisfy the tax withholding obligation in connection with the vesting of 25,000 restricted stock units ("RSUs"). Such RSUs were scheduled to vest on September 1, 2019 but, since that date fell on a holiday weekend, they vested on the next business day, or September 3, 2019. Read SEC document |
| August 05, 2019 Filed Aug 6, 2019 20:00 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | PurchaseCommon Stock | 10,000 | $26.61 | $266,117.00 |
DisclosureSEC source: 0000905148-19-000765 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 511,983 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transaction at prices ranging from $26.53 to $26.64, inclusive. The reporting person undertakes to provide to Universal Insurance Holdings, Inc., any security holder of Universal Insurance Holdings Inc., or 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 footnote (1). Read SEC document |
| August 05, 2019 Filed Aug 7, 2019 20:57 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | GrantCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000905148-19-000771 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 561,983 F1 · security: These restricted stock units ("RSUs") were granted in connection with Mr. Donaghy's appointment to serve as Chief Executive Officer, effective on July 15, 2019. F2 · shares: Each RSU represents the right to receive one share of the Issuer's Common Stock, subject to vesting. These RSUs are scheduled to vest as follows, subject to continued employment by the reporting person through the applicable vesting date: (a) 25,000 RSUs vest on September 1, 2019, and (b) 25,000 RSUs vest on September 1, 2020. Read SEC document |
| March 06, 2019 Filed Mar 8, 2019 14:38 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | PurchaseCommon Stock | 20,000 | $31.50 | $630,000.00 |
DisclosureSEC source: 0000905148-19-000415 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 501,983 Read SEC document |
| November 15, 2018 Filed Nov 20, 2018 01:00 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Exercise / conversionStock Option (right to buy) · Derivative | 66,667 | $0.00 Strike: $8.01 | $0.00 |
DisclosureSEC source: 0000905148-18-000888 · form4.xml · derivative · entry 3 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 66,667 shares Expires 2020-11-12 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: The option vested in three equal annual installments beginning on 11/12/2016. Read SEC document |
| November 15, 2018 Filed Nov 20, 2018 01:00 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Tax withholdingCommon Stock | 33,586 | $44.05 | $1,479,463.30 |
DisclosureSEC source: 0000905148-18-000888 · form4.xml · nonDerivative · entry 2 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481,983 Read SEC document |
| November 15, 2018 Filed Nov 20, 2018 01:00 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Exercise / conversionCommon Stock | 66,667 | $8.01 | $534,002.67 |
DisclosureSEC source: 0000905148-18-000888 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,569 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 |
| July 30, 2018 Filed Jul 30, 2018 19:04 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | SaleCommon Stock | 9,191 | $43.20 | $397,038.33 |
DisclosureSEC source: 0000905148-18-000656 · form4.xml · nonDerivative · entry 2 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448,902 F2 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging $43.055 to $43.30 inclusive. The reporting person undertakes to provide to Universal Insurance Holdings, Inc., any security holder of Universal Insurance Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2). Read SEC document |
| July 27, 2018 Filed Jul 30, 2018 19:04 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | SaleCommon Stock | 10,514 | $42.33 | $445,072.34 |
DisclosureSEC source: 0000905148-18-000656 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458,093 F1 · price: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging $42.30 to $42.40 inclusive. The reporting person undertakes to provide to Universal Insurance Holdings, Inc., any security holder of Universal Insurance Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1). Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 20:13 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Exercise / conversionStock Option (right to buy) · Derivative | 133,333 | $0.00 Strike: $8.01 | $0.00 |
DisclosureSEC source: 0000905148-17-000904 · form4.xml · derivative · entry 3 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,667 Underlying: Common Stock · 133,333 shares Expires 2020-11-12 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: The option vests in three equal annual installments beginning on 11/12/2016. Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 20:13 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Tax withholdingCommon Stock | 79,462 | $26.35 | $2,093,823.70 |
DisclosureSEC source: 0000905148-17-000904 · form4.xml · nonDerivative · entry 2 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,607 Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 20:13 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Exercise / conversionCommon Stock | 133,333 | $8.01 | $1,067,997.33 |
DisclosureSEC source: 0000905148-17-000904 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,069 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 |
| December 07, 2016 Filed Dec 9, 2016 17:29 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Exercise / conversionOption to Purchase Common Stock · Derivative | 30,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0000905148-16-002116 · form4.xml · derivative · entry 3 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2018-06-23 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 · security: Option was granted in connection with a Non-Qualified Stock Option Agreement by and between the Company and Mr. Donaghy, effective as of June 23, 2011. F2 · derivative.exercise_date: This option became exercisable as to (i) 10,000 Shares on the six (6) month anniversary of the Date of Grant, (ii) 10,000 Shares on the one (1) year anniversary of the Date of Grant, and (iii) 10,000 on the (2) year anniversary of the Date of Grant. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 17:29 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Tax withholdingCommon Stock | 30,000 | $25.65 | $769,500.00 |
DisclosureSEC source: 0000905148-16-002116 · form4.xml · nonDerivative · entry 2 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,512 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 17:29 UTC | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Exercise / conversionCommon Stock | 30,000 | $4.70 | $141,000.00 |
DisclosureSEC source: 0000905148-16-002116 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 430,512 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 |
| December 07, 2016 Filed Dec 14, 2016 19:25 UTC Amendment | UNIVERSAL INSURANCE HOLDINGS, INC. UVE · Entity 4820 | Tax withholdingCommon Stock | 15,776 | $25.65 | $404,654.40 |
DisclosureSEC source: 0000905148-16-002120 · form4.xml · nonDerivative · entry 1 Donaghy Stephen · CIK 0001492959 · COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,736 F1 · shares: This amendment is being filed to correct the quantity of shares withheld to pay the exercise price and tax liability in connection with the exercise of a stock option on December 7, 2016, as reported in the Form 4 filed by the Reporting Person on December 9, 2016. F1 · balance_after: This amendment is being filed to correct the quantity of shares withheld to pay the exercise price and tax liability in connection with the exercise of a stock option on December 7, 2016, as reported in the Form 4 filed by the Reporting Person on December 9, 2016. 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.