Mark S. Berset - 10 Jun 2025 Form 4 Insider Report for Heritage Insurance Holdings, Inc. (HRTG)

Reporting relationship: Director
Issuer ticker: HRTG
Reported as of: 10 Jun 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 12 Jun 2025, 16:49:15 UTC
Prior SEC filing: 03 Jun 2025
Next SEC filing: 18 Jun 2025
Source filing: View source filing
Reporting owner signature: /s/ Mark S. Berset

Key filing fact

Mark S. Berset filed Form 4 for Heritage Insurance Holdings, Inc. (HRTG) on 12 Jun 2025.

Key facts

This page summarizes Mark S. Berset's Form 4 filing for Heritage Insurance Holdings, Inc. (HRTG).
1 reported transaction and 0 derivative rows are listed below.
Accepted by SEC: 12 Jun 2025, 16:49.

Change

Previous filing in this sequence was filed on 03 Jun 2025.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001439853 Primary reporting owner

Berset Mark S

Relationship: Director
Address: C/O HERITAGE INSURANCE HOLDINGS, INC., 1401 N. WESTSHORE BLVD, TAMPA
Signature: /s/ Mark S. Berset
Signature date: 12 Jun 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HRTG transaction

Common Stock

Award

Transaction value: $0
Shares: +2,550
Change %: +0.93%
Price: $0.000000
Shares after: 276,469
Date: 10 Jun 2025
Ownership: Direct

HRTG holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 47,000
Date: 10 Jun 2025
Ownership: By IRA
Footnotes: F1

HRTG holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 316,400
Date: 10 Jun 2025
Ownership: By Trust
Footnotes: F2

HRTG holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 84,909
Date: 10 Jun 2025
Ownership: By Trust
Footnotes: F3

HRTG holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 36,700
Date: 10 Jun 2025
Ownership: By Trust
Footnotes: F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

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.

Footnote F2

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.

Footnote F3

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.

Footnote F4

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.