Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Director | November 22, 2024 | November 26, 2024 |
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 22, 2024 · Filed November 26, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 76,314 |
Reported balance
After 2024-11-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-11-22 · Sale · Disposed 4,000 · Balance 76,314 F1: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father.
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 |
|---|---|---|---|---|---|---|
| November 22, 2024 Filed Nov 26, 2024 21:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 4,000 | $12.64 | $50,550.00 |
DisclosureSEC source: 0001598665-24-000018 · wk-form4_1732655062.xml · nonDerivative · entry 1 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,314 F1 · ownership.direct: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 20:14 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 4,914 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027260 · wk-form4_1717791258.xml · nonDerivative · entry 1 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,314 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. F2 · ownership.direct: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father. Read SEC document |
| May 08, 2024 Filed May 9, 2024 17:05 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 6,000 | $8.56 | $51,360.00 |
DisclosureSEC source: 0000950170-24-056566 · ownership.xml · nonDerivative · entry 1 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,400 F1 · ownership.direct: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father. Read SEC document |
| March 26, 2024 Filed Apr 4, 2024 20:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 1,000 | $10.87 | $10,870.00 |
DisclosureSEC source: 0000950170-24-041838 · ownership.xml · nonDerivative · entry 6 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,400 F1 · shares: All of the shares of common stock sold were beneficially owned by Mr. Pappas' father and held in a joint account. Such shares were sold at the sole direction of Mr. Pappas' father, who received all proceeds from the sales. Mr. Pappas disclaims beneficial ownership with respect to all shares beneficially owned by his father. F2 · ownership.direct: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father. Read SEC document |
| March 14, 2024 Filed Apr 4, 2024 20:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 1,100 | $7.94 | $8,734.00 |
DisclosureSEC source: 0000950170-24-041838 · ownership.xml · nonDerivative · entry 5 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,400 F1 · shares: All of the shares of common stock sold were beneficially owned by Mr. Pappas' father and held in a joint account. Such shares were sold at the sole direction of Mr. Pappas' father, who received all proceeds from the sales. Mr. Pappas disclaims beneficial ownership with respect to all shares beneficially owned by his father. F2 · ownership.direct: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father. Read SEC document |
| February 29, 2024 Filed Apr 4, 2024 20:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 1,300 | $7.06 | $9,178.00 |
DisclosureSEC source: 0000950170-24-041838 · ownership.xml · nonDerivative · entry 4 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,500 F1 · shares: All of the shares of common stock sold were beneficially owned by Mr. Pappas' father and held in a joint account. Such shares were sold at the sole direction of Mr. Pappas' father, who received all proceeds from the sales. Mr. Pappas disclaims beneficial ownership with respect to all shares beneficially owned by his father. F2 · ownership.direct: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father. Read SEC document |
| February 02, 2024 Filed Apr 4, 2024 20:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 1,500 | $5.93 | $8,895.00 |
DisclosureSEC source: 0000950170-24-041838 · ownership.xml · nonDerivative · entry 3 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,800 F1 · shares: All of the shares of common stock sold were beneficially owned by Mr. Pappas' father and held in a joint account. Such shares were sold at the sole direction of Mr. Pappas' father, who received all proceeds from the sales. Mr. Pappas disclaims beneficial ownership with respect to all shares beneficially owned by his father. F2 · ownership.direct: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father. Read SEC document |
| December 28, 2023 Filed Apr 4, 2024 20:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 1,250 | $6.65 | $8,312.50 |
DisclosureSEC source: 0000950170-24-041838 · ownership.xml · nonDerivative · entry 2 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,300 F1 · shares: All of the shares of common stock sold were beneficially owned by Mr. Pappas' father and held in a joint account. Such shares were sold at the sole direction of Mr. Pappas' father, who received all proceeds from the sales. Mr. Pappas disclaims beneficial ownership with respect to all shares beneficially owned by his father. F2 · ownership.direct: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father. Read SEC document |
| December 06, 2023 Filed Apr 4, 2024 20:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 1,000 | $8.91 | $8,910.00 |
DisclosureSEC source: 0000950170-24-041838 · ownership.xml · nonDerivative · entry 1 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,550 F1 · shares: All of the shares of common stock sold were beneficially owned by Mr. Pappas' father and held in a joint account. Such shares were sold at the sole direction of Mr. Pappas' father, who received all proceeds from the sales. Mr. Pappas disclaims beneficial ownership with respect to all shares beneficially owned by his father. F2 · ownership.direct: Shares of common stock reported on this line are held in a joint account in the names of Mr. Pappas and his father. Mr. Pappas disclaims beneficial ownership of the shares in the joint account that are beneficially owned by his father. Read SEC document |
| June 19, 2023 Filed Jun 21, 2023 23:11 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 7,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-016180 · doc4.xml · nonDerivative · entry 1 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,856 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 · ownership.direct: Shares of common stock reported on this line are held jointly by Mr. Pappas and his father. Read SEC document |
| June 19, 2023 Filed Aug 11, 2023 19:05 UTC Amendment | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 9,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-018036 · doc4a.xml · nonDerivative · entry 1 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,550 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. F3 · ownership.direct: Shares of common stock reported on this line are held jointly by Mr. Pappas and his father. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 17:26 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 12,422 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-024175 · doc4.xml · nonDerivative · entry 1 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,888 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. F2 · ownership.direct: Shares of common stock reported on this line are held jointly by Mr. Pappas and his father. Read SEC document |
| January 01, 2022 Filed Jan 21, 2022 20:07 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 2,721 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-002851 · doc4.xml · nonDerivative · entry 1 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,466 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. F2 · ownership.direct: Shares of common stock reported on this line are held jointly by Mr. Pappas and his father. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 22:25 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 2,850 | $17.90 | $51,015.00 |
DisclosureSEC source: 0000899243-18-000304 · doc4.xml · nonDerivative · entry 1 Pappas Nicholas George · CIK 0001607911 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,745 F1 · ownership.direct: Shares of common stock reported on this line are held jointly by Mr. Pappas and his father. 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.