Mark S. Berset - 19 Jun 2023 Form 4/A - Amendment Insider Report for Heritage Insurance Holdings, Inc. (HRTG)

Role: Director
Signature: /s/ Mark S. Berset
Issuer symbol: HRTG
Transactions as of: 19 Jun 2023
Net transactions value: $0
Form type: 4/A - Amendment
Filing time: 11 Aug 2023, 15:07:22 UTC
Date Of Original Report: 21 Jun 2023
Previous filing: 20 Jun 2023
Next filing: 15 Aug 2023
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	HRTG	Common Stock	Award	$0	+9,662	+3.7%	$0.000000	269,005	19 Jun 2023	Direct	F1, F2
holding	HRTG	Common Stock						47,000	19 Jun 2023	By IRA	F3
holding	HRTG	Common Stock						36,700	19 Jun 2023	By Trust	F4
holding	HRTG	Common Stock						316,400	19 Jun 2023	By Trust	F5
holding	HRTG	Common Stock						84,909	19 Jun 2023	By Trust	F6

* 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 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	This amendment is being filed solely to correct a typographical error in the number of shares of restricted stock awarded.
F3	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.
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 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.
F6	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.