Heritage Insurance Holdings, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Berset Mark S | — | Award / Grant | 4,914 | — | — | 273,919 | Jun 5, 2024 |
| Walvekar Vijay | — | Award / Grant | 4,914 | — | — | 77,901 | Jun 5, 2024 |
| WIDDICOMBE RICHARD A | — | Award / Grant | 4,914 | — | — | 696,497 | Jun 5, 2024 |
| WHITING PAUL L | — | Award / Grant | 4,914 | — | — | 69,576 | Jun 5, 2024 |
| Vattamattam Joseph | — | Award / Grant | 4,914 | — | — | 58,510 | Jun 5, 2024 |
| Barlas Irini | — | Award / Grant | 4,914 | — | — | 65,769 | Jun 5, 2024 |
| Pappas Nicholas George | — | Award / Grant | 4,914 | — | — | 80,314 | Jun 5, 2024 |
| Apostolou Panagiotis | — | Award / Grant | 4,914 | — | — | 189,719 | Jun 5, 2024 |
| WHITING PAUL L | — | Purchase | 5,000 | $7.74 | $38,700 | 64,662 | May 28, 2024 |
| Pappas Nicholas George | — | Sale | 6,000 | $8.56 | $51,360 | 75,400 | May 8, 2024 |
| Lusk Kirk | Chief Financial Officer | Purchase | 5,000 | $8.11 | $40,550 | 550,436 | May 6, 2024 |
| WHITING PAUL L | — | Purchase | 50,000 | $8.35 | $417,500 | 59,662 | May 6, 2024 |
| HYER FAMILY PARTNERSHIP, LLC | — | Gift | 500,000 | — | — | 500,000 | Mar 21, 2024 |
| WHITING PAUL L | — | Purchase | 20,000 | $8.14 | $162,800 | 20,000 | Mar 14, 2024 |
| Pappas Nicholas George | — | Sale | 1,250 | $6.65 | $8,313 | 86,300 | Feb 29, 2024 |
| Garateix Ernie J | Chief Executive Officer | Award / Grant | 145,299 | — | — | 1,057,584 | Feb 26, 2024 |
| Lusk Kirk | Chief Financial Officer | Award / Grant | 45,584 | — | — | 488,456 | Feb 26, 2024 |
| Binnun Sharon | Chief Accounting Officer | Award / Grant | 29,915 | — | — | 166,878 | Feb 26, 2024 |
| JOHNS TIMOTHY E. | See Remarks | Award / Grant | 3,205 | — | — | 35,898 | Feb 26, 2024 |
| Moura Timothy | See Remarks | Award / Grant | 13,889 | — | — | 232,623 | Feb 26, 2024 |
| TIRA TARA K | — | Purchase | 148,148 | $6.75 | $999,999 | 2,959,263 | Dec 19, 2023 |
| JOHNS TIMOTHY E. | See Remarks | Tax Withholding | 1,307 | $6.51 | $8,509 | 30,556 | Dec 15, 2023 |
| Garateix Ernie J | Chief Executive Officer | Disposition | 244,688 | — | — | 859,337 | Dec 15, 2023 |
| WHITING PAUL L | — | Purchase | 40,871 | $7.34 | $299,993 | 40,871 | Dec 14, 2023 |
| WHITING PAUL L | — | Purchase | 40,871 | $7.34 | $299,993 | 50,533 | Dec 14, 2023 |
| Garateix Ernie J | Chief Executive Officer | Purchase | 27,247 | $7.34 | $199,993 | 859,337 | Dec 14, 2023 |
| Lusk Kirk | Chief Financial Officer | Tax Withholding | 12,816 | $6.51 | $83,432 | 442,872 | Nov 16, 2023 |
| Moura Timothy | See Remarks | Tax Withholding | 9,018 | $6.51 | $58,707 | 218,734 | Nov 16, 2023 |
| Binnun Sharon | Chief Accounting Officer | Tax Withholding | 3,660 | $6.51 | $23,827 | 125,745 | Nov 16, 2023 |
| Garateix Ernie J | Chief Executive Officer | Award / Grant | 202,206 | — | — | 672,366 | Jul 11, 2023 |
| Moura Timothy | See Remarks | Award / Grant | 98,039 | — | — | 286,542 | Jul 11, 2023 |
| Binnun Sharon | Chief Accounting Officer | Award / Grant | 19,608 | — | — | 75,458 | Jul 11, 2023 |
| JOHNS TIMOTHY E. | See Remarks | Award / Grant | 9,804 | — | — | 9,804 | Jul 11, 2023 |
| Lusk Kirk | Chief Financial Officer | Award / Grant | 196,078 | — | — | 528,343 | Jul 11, 2023 |
| Barlas Irini | — | Award / Grant | 2,721 | — | — | 38,771 | Jun 19, 2023 |
| WIDDICOMBE RICHARD A | — | Award / Grant | 7,968 | — | — | 689,889 | Jun 19, 2023 |
| Apostolou Panagiotis | — | Award / Grant | 7,968 | — | — | 183,111 | Jun 19, 2023 |
| Walvekar Vijay | — | Award / Grant | 7,968 | — | — | 71,293 | Jun 19, 2023 |
| Berset Mark S | — | Award / Grant | 7,968 | — | — | 267,311 | Jun 19, 2023 |
| Pappas Nicholas George | — | Award / Grant | 7,968 | — | — | 86,856 | Jun 19, 2023 |
| Vattamattam Joseph | — | Award / Grant | 7,968 | — | — | 51,902 | Jun 19, 2023 |
| WHITING PAUL L | — | Award / Grant | 7,968 | — | — | 7,968 | Jun 19, 2023 |
| Barlas Irini | — | Award / Grant | 7,968 | — | — | 35,857 | Jun 19, 2023 |
| Barlas Irini | — | Award / Grant | 9,662 | — | — | 37,551 | Jun 19, 2023 |
| WIDDICOMBE RICHARD A | — | Award / Grant | 9,662 | — | — | 691,583 | Jun 19, 2023 |
| Berset Mark S | — | Award / Grant | 9,662 | — | — | 269,005 | Jun 19, 2023 |
| Pappas Nicholas George | — | Award / Grant | 9,662 | — | — | 88,550 | Jun 19, 2023 |
| Vattamattam Joseph | — | Award / Grant | 9,662 | — | — | 53,596 | Jun 19, 2023 |
| WHITING PAUL L | — | Award / Grant | 9,662 | — | — | 9,662 | Jun 19, 2023 |
| Apostolou Panagiotis | — | Award / Grant | 9,662 | — | — | 184,805 | Jun 19, 2023 |