42727JAB8

Heritage Insurance Holdings Inc

Could not find a ticker for this position, may be a filing error

A property and casualty insurance holding company, Heritage sells homeowners, condo, dwelling fire, and commercial residential coverage through a network of independent agents, with a focus on hurricane- and wildfire-prone states across the Southeast, Northeast, Hawaii, and California. Founded in Tampa, Florida in 2012, the company got its start by taking over policies from Citizens, the state's insurer of last resort, in a program designed to shift risk from the public insurer to private firms. It went public in 2014 and now trades on the New York Stock Exchange under the ticker HRTG.

CONVERTIBLEUnderlying: HRTGCUSIP: 42727JAB8FinancialsUS1 derivative reporter

5.875% Convertible Senior Notes Due 2037

Ownership Activity Financials Filings

Insiders

Ranked by how much each holding moved in the last year

Insider

Garateix Ernie JChief Executive Officer, Director · 27 transactions

1.04M-18.1%

Granted 107.1K · Sold 136.7K

Lusk KirkChief Financial Officer · 11 transactions

502.5K-18.8%

Granted 42.8K · Sold 68.3K

Widdicombe Richard ADirector, Chairman · 7 transactions

451.8K-35.4%

Granted 2.7K · Sold 250.0K

Whiting Paul LDirector · 4 transactions

177.0K—

Granted 2.7K · Bought 16.0K

Moura TimothySee Remarks · 10 transactions

176.4K-36.1%

Granted 20.6K · Sold 79.6K

Apostolou PanagiotisDirector · 1 transaction

170.0K+1.6%

Granted 2.7K

Binnun SharonChief Accounting Officer · 10 transactions

114.8K-41.7%

Granted 15.2K · Sold 56.5K

Barlas IriniDirector · 1 transaction

90.6K+3.1%

Granted 2.7K

Vattamattam JosephDirector · 1 transaction

63.8K+4.4%

Granted 2.7K

Johns Timothy ESee Remarks · 5 transactions

25.4K—

Granted 2.6K · Sold 3.5K

Insider	Stake change	Holds now	Granted / vested	Bought	Sold
Garateix Ernie JChief Executive Officer, Director · 27 transactions	-18.1%	1.04M	107.1K	—	136.7K
Lusk KirkChief Financial Officer · 11 transactions	-18.8%	502.5K	42.8K	—	68.3K
Widdicombe Richard ADirector, Chairman · 7 transactions	-35.4%	451.8K	2.7K	—	250.0K
Whiting Paul LDirector · 4 transactions	—	177.0K	2.7K	16.0K	—
Moura TimothySee Remarks · 10 transactions	-36.1%	176.4K	20.6K	—	79.6K
Apostolou PanagiotisDirector · 1 transaction	+1.6%	170.0K	2.7K	—	—
Binnun SharonChief Accounting Officer · 10 transactions	-41.7%	114.8K	15.2K	—	56.5K
Barlas IriniDirector · 1 transaction	+3.1%	90.6K	2.7K	—	—
Vattamattam JosephDirector · 1 transaction	+4.4%	63.8K	2.7K	—	—
Johns Timothy ESee Remarks · 5 transactions	—	25.4K	2.6K	—	3.5K

Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.