Mark S. Berset - Jun 5, 2024 Form 4 Insider Report for Heritage Insurance Holdings, Inc. (HRTG)

Role: Director
Signature: /s/ Mark S. Berset
Stock symbol: HRTG
Transactions as of: Jun 5, 2024
Transactions value $: $0
Form type: 4
Date filed: 6/7/2024, 04:15 PM
Previous filing: Jun 4, 2024
Next filing: Jun 18, 2024

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	HRTG	Common Stock	Award	$0	+4.91K	+1.83%	$0.00	274K	Jun 5, 2024	Direct	F1
holding	HRTG	Common Stock						47K	Jun 5, 2024	By IRA	F2
holding	HRTG	Common Stock						316K	Jun 5, 2024	By Trust	F3
holding	HRTG	Common Stock						84.9K	Jun 5, 2024	By Trust	F4
holding	HRTG	Common Stock						36.7K	Jun 5, 2024	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 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	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 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.
F4	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.
F5	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.