Mark S. Berset - Jan 1, 2022 Form 4 Insider Report for Heritage Insurance Holdings, Inc. (HRTG)

Role
Director
Signature
/s/ Mark S. Berset
Stock symbol
HRTG
Transactions as of
Jan 1, 2022
Transactions value $
$0
Form type
4
Date filed
1/21/2022, 02:08 PM
Previous filing
Dec 22, 2021
Next filing
Jan 28, 2022

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HRTG Common Stock Award $0 +2.72K +1.11% $0.00 247K Jan 1, 2022 Direct F1
holding HRTG Common Stock 47K Jan 1, 2022 By IRA F2
holding HRTG Common Stock 36.7K Jan 1, 2022 By Trust F3
holding HRTG Common Stock 316K Jan 1, 2022 By Trust F4
holding HRTG Common Stock 84.9K Jan 1, 2022 By Trust F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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 These securities are held by the Linda Berset IRA. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F3 These securities are held by the Mark Berset 2012 Irrevocable Trust for the benefit of the Reporting Person's children. The Reporting Person is the trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F4 These securities are held by the Linda Berset Irrevocable Trust. The Reporting Person's spouse is the trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F5 These securities are held by the Linda C Berset Family Trust. The Reporting Person and his spouse are co-trustees of the trust. The Reporting Person disclaims beneficial ownerhip of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reproting Person is the beneficial owner of such seucities for purposes of Section 16 or for any other purpose.