| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Heritage Insurance Holdings, Inc. | Director | Common Stock | 204K | $4.74M | $23.27 | May 21, 2025 | Indirect |
| Heritage Insurance Holdings, Inc. | Director | Common Stock | 69.9K | $1.63M | $23.27 | May 21, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| HRTG | Heritage Insurance Holdings, Inc. | May 21, 2025 | 2 | -$980K | 4 | Jun 2, 2025 | Director |
| HRTG | Heritage Insurance Holdings, Inc. | Jun 5, 2024 | 1 | $0 | 4 | Jun 7, 2024 | Director |
| HRTG | Heritage Insurance Holdings, Inc. | Jun 19, 2023 | 1 | $0 | 4/A | Aug 11, 2023 | Director |
| HRTG | Heritage Insurance Holdings, Inc. | Jun 23, 2022 | 1 | $0 | 4 | Jun 27, 2022 | Director |
| HRTG | Heritage Insurance Holdings, Inc. | Jan 1, 2022 | 1 | $0 | 4 | Jan 25, 2022 | Director |
| HRTG | Heritage Insurance Holdings, Inc. | Mar 20, 2017 | 4 | -$521K | 4/A | Jan 25, 2022 | Director |