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

Role
Director
Signature
/s/ Mark S. Berset
Stock symbol
HRTG
Transactions as of
Jun 19, 2023
Transactions value $
$0
Form type
4/A - Amendment
Date filed
8/11/2023, 03:07 PM
Date Of Original Report
Jun 21, 2023
Previous filing
Jun 20, 2023
Next filing
Aug 15, 2023

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HRTG Common Stock Award $0 +9.66K +3.73% $0.00 269K Jun 19, 2023 Direct F1, F2
holding HRTG Common Stock 47K Jun 19, 2023 By IRA F3
holding HRTG Common Stock 36.7K Jun 19, 2023 By Trust F4
holding HRTG Common Stock 316K Jun 19, 2023 By Trust F5
holding HRTG Common Stock 84.9K Jun 19, 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.