Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Director · Chairman & CEO | November 04, 2020 | November 06, 2020 |
| Slide Insurance Holdings, Inc.SLDE · Entity 772 | Director · Chief Executive Officer · 10% owner | September 30, 2026 | October 03, 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 November 04, 2020 · Filed November 06, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 576,859 |
Reported balance
After 2020-11-04 transaction · row 1
1 source rowRow 1 · 2020-11-04 · Disposition to issuer · Disposed 150,000 · Balance 576,859 F1: Represents shares surrendered for income tax purposes. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 67,600 |
Reported balance
Holding disclosure · report date 2020-11-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 67,600 F2: Shares of common stock reported on this line are held by IIM Holdings, LLC and IIM Holdings II, LLC, entities controlled by Mr. Lucas. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares surrendered for income tax purposes.
F2: Shares of common stock reported on this line are held by IIM Holdings, LLC and IIM Holdings II, LLC, entities controlled by Mr. Lucas.
Slide Insurance Holdings, Inc.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,220,943 |
Ending reported balance
After 2026-09-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-30 · Exercise / conversion · Acquired 22,919 · Balance 2,229,962 Row 2 · 2026-09-30 · Tax withholding · Disposed 9,019 · Balance 2,220,943 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 289,498 |
Reported balance
After 2026-09-30 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2026-09-30 · Exercise / conversion · Acquired 22,919 · Balance 289,498 F2: The amount shown reflects the amount owned by the Reporting Person's spouse after the vesting of 22,919 restricted stock units on September 30, 2026 and the withholding of 9,019 shares of common stock for the payment of the tax liability associated therewith. F3: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,118,756 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,118,756 F4: Represent shares of common stock beneficially owned by the Reporting Person's spouse through Securus Risk Management LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 70,714 |
Reported balance
After 2026-09-30 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-09-30 · Exercise / conversion · Disposed 22,919 · Balance 70,714 F7: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock F8: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | IndirectBy Spouse | 70,714 |
Reported balance
After 2026-09-30 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-09-30 · Exercise / conversion · Disposed 22,919 · Balance 70,714 F7: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock F8: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date. F3: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy IIM Holdings II, LLC | 34,506,199 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 34,506,199 F1: The securities reported herein are held by IIM Holdings II, LLC, which is an entity controlled by the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Emma Cloonen Irrevocable Trust | 1,925,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,925,000 F5: Represent shares held through the Emma Cloonen Irrevocable Trust, of which the Reporting Person is the trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Ava Cloonen Irrevocable Trust | 1,925,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 1,925,000 F6: Represent shares held through the Ava Cloonen Irrevocable Trust, of which the Reporting Person is the trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities reported herein are held by IIM Holdings II, LLC, which is an entity controlled by the Reporting Person. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F2: The amount shown reflects the amount owned by the Reporting Person's spouse after the vesting of 22,919 restricted stock units on September 30, 2026 and the withholding of 9,019 shares of common stock for the payment of the tax liability associated therewith.
F3: Represent shares of common stock beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F4: Represent shares of common stock beneficially owned by the Reporting Person's spouse through Securus Risk Management LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F5: Represent shares held through the Emma Cloonen Irrevocable Trust, of which the Reporting Person is the trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F6: Represent shares held through the Ava Cloonen Irrevocable Trust, of which the Reporting Person is the trustee. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose.
F7: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock
F8: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the Reporting Person's continued employment or service through each applicable vesting date.
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 |
|---|---|---|---|---|---|---|
| September 30, 2025 Filed Oct 2, 2025 16:36 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionRestricted Stock Unit · Derivative | 22,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-227818 · ownership.xml · derivative · entry 9 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 345,735 Underlying: Common Stock · 22,918 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F7 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F7 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F3 · ownership.nature: Represent shares of common stock beneficially owned by the reporting person's spouse. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 16:36 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionRestricted Stock Unit · Derivative | 22,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-25-227818 · ownership.xml · derivative · entry 8 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 345,735 Underlying: Common Stock · 22,918 shares Expires not disclosed 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_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F7 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F7 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 16:36 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionCommon Stock | 22,918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-227818 · ownership.xml · nonDerivative · entry 4 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 206,264 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 · price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F3 · ownership.nature: Represent shares of common stock beneficially owned by the reporting person's spouse. The reporting person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 16:36 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionCommon Stock | 22,918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-227818 · ownership.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,135,654 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 · price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 00:10 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionRestricted Stock Unit · Derivative | 22,918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-011135 · dp233869_4-blucas.xml · derivative · entry 8 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 368,653 Underlying: Common Stock · 22,918 shares Expires not disclosed 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_price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F7 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F7 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F3 · ownership.nature: Represent shares of common stock beneficially owned by the reporting person's spouse. The reporting person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 00:10 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionRestricted Stock Unit · Derivative | 22,918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-011135 · dp233869_4-blucas.xml · derivative · entry 7 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 368,653 Underlying: Common Stock · 22,918 shares Expires not disclosed 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_price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F7 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F7 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. Read SEC document |
| August 31, 2025 Filed Sep 3, 2025 00:10 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionCommon Stock | 22,918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-011135 · dp233869_4-blucas.xml · nonDerivative · entry 3 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 183,346 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 · price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F3 · ownership.nature: Represent shares of common stock beneficially owned by the reporting person's spouse. The reporting person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| July 31, 2025 Filed Aug 14, 2025 00:13 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionRestricted Stock Unit · Derivative | 22,918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-010268 · dp233037_4-bruce.xml · derivative · entry 9 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 391,571 Underlying: Common Stock · 22,918 shares Expires not disclosed 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_price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F7 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F7 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F3 · ownership.nature: Represent shares of common stock beneficially owned by the reporting person's spouse. The reporting person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| July 31, 2025 Filed Aug 14, 2025 00:13 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionRestricted Stock Unit · Derivative | 22,918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-010268 · dp233037_4-bruce.xml · derivative · entry 8 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 391,571 Underlying: Common Stock · 22,918 shares Expires not disclosed 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_price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F7 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F7 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. Read SEC document |
| July 31, 2025 Filed Aug 14, 2025 00:13 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionCommon Stock | 22,918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-010268 · dp233037_4-bruce.xml · nonDerivative · entry 4 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 160,428 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 · price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F3 · ownership.nature: Represent shares of common stock beneficially owned by the reporting person's spouse. The reporting person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| July 31, 2025 Filed Aug 14, 2025 00:13 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionCommon Stock | 22,918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-010268 · dp233037_4-bruce.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,089,818 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 · price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| June 30, 2025 Filed Jul 3, 2025 01:35 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionRestricted Stock Unit · Derivative | 22,918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-008429 · dp231179_4-lucas.xml · derivative · entry 9 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 414,489 Underlying: Common Stock · 22,918 shares Expires not disclosed 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_price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F7 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F7 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F3 · ownership.nature: Represent shares of common stock beneficially owned by the reporting person's spouse. The reporting person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| June 30, 2025 Filed Jul 3, 2025 01:35 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionRestricted Stock Unit · Derivative | 22,918 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-008429 · dp231179_4-lucas.xml · derivative · entry 8 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 414,489 Underlying: Common Stock · 22,918 shares Expires not disclosed 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_price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F7 · derivative.exercise_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. F7 · derivative.expiration_date: These restricted stock units vest in 24 equal monthly installments commencing on January 1, 2025 and ending on December 31, 2026, subject to the reporting person's continued employment or service through each applicable vesting date. Read SEC document |
| June 30, 2025 Filed Jul 3, 2025 01:35 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionCommon Stock | 22,918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-008429 · dp231179_4-lucas.xml · nonDerivative · entry 4 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 137,510 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 · price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F3 · ownership.nature: Represent shares of common stock beneficially owned by the reporting person's spouse. The reporting person disclaims beneficial ownership of these securities except to the extent of her pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of all of the reported shares for purposes of Section 16 or for any other purpose. Read SEC document |
| June 30, 2025 Filed Jul 3, 2025 01:35 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | Exercise / conversionCommon Stock | 22,918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-008429 · dp231179_4-lucas.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,066,900 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 · price: The restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 23:31 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | ConversionSeries A Preferred Stock · Derivative | 100,837 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-007773 · dp230545_4-lucasb.xml · derivative · entry 9 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Bruce Lucas Irrevocable Grantor Retained Annuity Trust of 2014 Disclosed balance after: 0 Underlying: Common Stock · 100,837 shares Expires not disclosed 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_price: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. F1 · derivative.exercise_date: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. F1 · derivative.expiration_date: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 23:31 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | ConversionSeries A Preferred Stock · Derivative | 929,390 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-007773 · dp230545_4-lucasb.xml · derivative · entry 8 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 929,390 shares Expires not disclosed 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_price: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. F1 · derivative.exercise_date: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. F1 · derivative.expiration_date: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 23:31 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | ConversionCommon Stock | 100,837 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-007773 · dp230545_4-lucasb.xml · nonDerivative · entry 2 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Bruce Lucas Irrevocable Grantor Retained Annuity Trust of 2014 Disclosed balance after: 2,575,837 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 · shares: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. F1 · price: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. Read SEC document |
| June 20, 2025 Filed Jun 24, 2025 23:31 UTC | Slide Insurance Holdings, Inc. SLDE · Entity 772 | ConversionCommon Stock | 929,390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950103-25-007773 · dp230545_4-lucasb.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chief Executive Officer · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,043,982 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 · shares: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. F1 · price: The Series A Preferred Stock converted into the issuer's common stock on a 1-for-1 basis upon the closing of the issuer's initial public offering and had no expiration date. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Disposition to issuerCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-20-030571 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 576,859 F1 · shares: Represents shares surrendered for income tax purposes. Read SEC document |
| November 11, 2019 Filed Nov 13, 2019 23:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 75,000 | $14.37 | $1,077,750.00 |
DisclosureSEC source: 0000899243-19-027207 · doc4.xml · nonDerivative · entry 2 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 726,859 F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transactions ranged from $14.26 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 sold at each separate price. The sales reported were made pursuant to a 10b5-1 plan adopted by the Reporting Person on September 27, 2019. Read SEC document |
| November 04, 2019 Filed Nov 13, 2019 23:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Disposition to issuerCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-027207 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 801,859 F1 · shares: Represents shares surrendered for income tax purposes. Read SEC document |
| May 09, 2019 Filed May 15, 2019 21:37 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $14.39 | $71,950.00 |
DisclosureSEC source: 0000899243-19-013586 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 951,859 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $14.34 to $14.45 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 |
| March 08, 2019 Filed Mar 8, 2019 23:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,806 | $13.92 | $25,139.52 |
DisclosureSEC source: 0000899243-19-006948 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 946,859 Read SEC document |
| November 13, 2018 Filed Nov 14, 2018 00:58 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 3,880 | $16.46 | $63,864.80 |
DisclosureSEC source: 0000899243-18-028811 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945,053 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $16.39 to $16.49 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 |
| November 09, 2018 Filed Nov 13, 2018 13:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $16.23 | $81,150.00 |
DisclosureSEC source: 0000899243-18-028649 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 941,173 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $16.19 to $16.25 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 |
| November 07, 2018 Filed Nov 8, 2018 12:42 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $16.16 | $80,800.00 |
DisclosureSEC source: 0000899243-18-028507 · doc4.xml · nonDerivative · entry 2 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 936,173 Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 12:42 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 4,300 | $15.97 | $68,671.00 |
DisclosureSEC source: 0000899243-18-028507 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 931,173 Read SEC document |
| November 05, 2018 Filed Nov 5, 2018 23:45 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $16.05 | $80,250.00 |
DisclosureSEC source: 0000899243-18-028234 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,001,873 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $15.96 to $16.20 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 |
| November 04, 2018 Filed Nov 6, 2018 23:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 75,000 | $16.35 | $1,226,250.00 |
DisclosureSEC source: 0000899243-18-028330 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 926,873 F1 · shares: Shares withheld to satisfy tax liability on vesting of restricted stock. Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 01:49 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $14.91 | $74,550.00 |
DisclosureSEC source: 0000899243-18-023186 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 996,873 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $14.80 to $15.00 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. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 22:31 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 7,000 | $14.46 | $101,207.40 |
DisclosureSEC source: 0000899243-18-022156 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 991,873 Read SEC document |
| May 14, 2018 Filed May 15, 2018 11:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 3,000 | $16.86 | $50,585.40 |
DisclosureSEC source: 0000899243-18-012816 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 984,873 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 $16.70 and $17.02 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 |
| March 23, 2018 Filed Mar 28, 2018 00:44 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 6,200 | $16.06 | $99,569.52 |
DisclosureSEC source: 0000899243-18-008664 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 981,873 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 $15.96 and $16.12 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. F2 · balance_after: Includes 73,294 shares previously held through the Alec Lucas Trust which were distributed to the reporting person on July 15, 2016 and are now owned directly. Read SEC document |
| November 30, 2017 Filed Dec 1, 2017 21:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,762 | $0.00 Strike: $16.89 | $0.00 |
DisclosureSEC source: 0000899243-17-027793 · doc4.xml · derivative · entry 4 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,238 Underlying: Common Stock · 17,762 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. F3 · 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 21:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Exercise / conversionCommon Stock | 17,762 | $16.89 | $300,000.18 |
DisclosureSEC source: 0000899243-17-027793 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 830,959 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 21:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 56,398 | $17.41 | $981,889.18 |
DisclosureSEC source: 0000899243-17-026970 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 813,197 F1 · shares: Shares withheld by the Company to satisfy minimum withholding requirements. Read SEC document |
| August 11, 2017 Filed Aug 14, 2017 13:07 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 22,000 | $11.58 | $254,663.20 |
DisclosureSEC source: 0000899243-17-020189 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 869,595 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 $11.35 and $11.73 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 |
| May 08, 2017 Filed May 8, 2017 23:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 83,262 | $12.06 | $1,004,139.72 |
DisclosureSEC source: 0000899243-17-012324 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 681,071 Read SEC document |
| March 20, 2017 Filed Mar 21, 2017 14:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 16,000 | $12.57 | $201,120.00 |
DisclosureSEC source: 0000899243-17-008278 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 764,333 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 $12.39 and $12.88 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 22:08 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 46,322 | $14.69 | $680,470.18 |
DisclosureSEC source: 0000899243-16-034148 · doc4.xml · nonDerivative · entry 1 Lucas Bruce · CIK 0001552968 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 748,333 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.