Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Director | May 21, 2025 | June 02, 2025 |
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 May 21, 2025 · Filed June 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,901 |
Reported balance
After 2025-05-21 transaction · row 1
1 source rowRow 1 · 2025-05-21 · Sale · Disposed 8,000 · Balance 69,901 |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 203,682 |
Reported balance
After 2025-05-21 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-05-21 · Sale · Disposed 34,100 · Balance 203,682 F1: Shares of common stock reported on this line are held by Mr. Walvekar's wife. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock reported on this line are held by Mr. Walvekar's wife.
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 21, 2025 Filed Jun 2, 2025 20:12 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 34,100 | $23.27 | $793,513.82 |
DisclosureSEC source: 0001598665-25-000032 · wk-form4_1748895165.xml · nonDerivative · entry 2 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 203,682 F1 · ownership.nature: Shares of common stock reported on this line are held by Mr. Walvekar's wife. Read SEC document |
| May 21, 2025 Filed Jun 2, 2025 20:12 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 8,000 | $23.27 | $186,161.60 |
DisclosureSEC source: 0001598665-25-000032 · wk-form4_1748895165.xml · nonDerivative · entry 1 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,901 Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 4,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027266 · wk-form4_1717791323.xml · nonDerivative · entry 1 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,901 F1 · shares: These shares were issued as a restricted stock grant to the Reporting Person by the Issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the date of issuance and (ii) the day immediately prior to the date of the following year's annual meeting of the stockholders of the Issuer. Read SEC document |
| June 19, 2023 Filed Jun 21, 2023 23:12 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 7,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-016182 · doc4.xml · nonDerivative · entry 1 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,293 F1 · shares: These shares were issued as a restricted stock grant to the Reporting Person by the Issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the date of issuance and (ii) the day immediately prior to the date of the following year's annual meeting of stockholders of the Issuer. Read SEC document |
| June 19, 2023 Filed Aug 11, 2023 19:02 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 9,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018030 · doc4a.xml · nonDerivative · entry 1 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,987 F1 · shares: These shares were issued as a restricted stock grant to the Reporting Person by the Issuer. The restricted stock shall vest on the earlier of (i) the one-year anniversary of the date of issuance and (ii) the day immediately prior to the date of the following year's annual meeting of stockholders of the Issuer. F2 · shares: This amendment is being filed solely to correct a typographical error in the number of shares of restricted stock awarded. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 17:20 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 12,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-024164 · doc4.xml · nonDerivative · entry 1 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,325 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 25, 2022 23:24 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-003192 · doc4.xml · nonDerivative · entry 1 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,903 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 |
| March 27, 2017 Filed Mar 28, 2017 22:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 18,370 | $12.43 | $228,282.15 |
DisclosureSEC source: 0000899243-17-008760 · doc4.xml · nonDerivative · entry 4 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,000 F4 · 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 $12.41 and $12.49 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 27, 2017 Filed Jan 25, 2022 23:07 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 18,370 | $12.43 | $228,282.15 |
DisclosureSEC source: 0000899243-22-003189 · doc4a.xml · nonDerivative · entry 4 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,182 F5 · 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 $12.41 and $12.49 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. F3 · balance_after: This amendment is being filed solely to correct errors in the numbers of shares beneficially owned by the Reporting Person. Read SEC document |
| March 24, 2017 Filed Mar 28, 2017 22:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 3,630 | $12.45 | $45,193.50 |
DisclosureSEC source: 0000899243-17-008760 · doc4.xml · nonDerivative · entry 3 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,370 Read SEC document |
| March 24, 2017 Filed Jan 25, 2022 23:07 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 3,630 | $12.45 | $45,193.50 |
DisclosureSEC source: 0000899243-22-003189 · doc4a.xml · nonDerivative · entry 3 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,552 F3 · balance_after: This amendment is being filed solely to correct errors in the numbers of shares beneficially owned by the Reporting Person. Read SEC document |
| March 22, 2017 Filed Mar 28, 2017 22:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 10,000 | $12.27 | $122,662.00 |
DisclosureSEC source: 0000899243-17-008760 · doc4.xml · nonDerivative · entry 2 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 F1 · date: The filing is late due to an administrative oversight. F3 · price: 3The 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 $12.25 and $12.31 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 22, 2017 Filed Jan 25, 2022 23:07 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 10,000 | $12.27 | $122,662.00 |
DisclosureSEC source: 0000899243-22-003189 · doc4a.xml · nonDerivative · entry 2 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,182 F1 · date: The filing is late due to an administrative oversight. F4 · 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 $12.25 and $12.31 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. F3 · balance_after: This amendment is being filed solely to correct errors in the numbers of shares beneficially owned by the Reporting Person. Read SEC document |
| March 20, 2017 Filed Mar 28, 2017 22:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 10,000 | $12.49 | $124,887.00 |
DisclosureSEC source: 0000899243-17-008760 · doc4.xml · nonDerivative · entry 1 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 F1 · date: The filing is late due to an administrative oversight. F2 · 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 $12.46 and $12.54 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 20, 2017 Filed Jan 25, 2022 23:07 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 10,000 | $12.49 | $124,887.00 |
DisclosureSEC source: 0000899243-22-003189 · doc4a.xml · nonDerivative · entry 1 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,182 F1 · date: The filing is late due to an administrative oversight. F2 · 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 $12.46 and $12.54 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. F3 · balance_after: This amendment is being filed solely to correct errors in the numbers of shares beneficially owned by the Reporting Person. Read SEC document |
| October 04, 2016 Filed Oct 7, 2016 21:10 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 5,000 | $13.90 | $69,500.00 |
DisclosureSEC source: 0000899243-16-031457 · doc4.xml · nonDerivative · entry 1 Walvekar Vijay · CIK 0001607782 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 F1 · balance_after: The filing is late due to an administrative oversight. 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.