| |
| |
| Exchange: |
N/A |
| Security
Type: |
N/A |
| Shares
Out: |
27,740,000 |
| Market
Cap: |
261.87(M) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$3.76 - $10.99 |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : 11.9 |
| Insider 6 Months : 16.3 |
| Insider 3/6 Months : 28.1 |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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|
Company Profile Heritage Insurance Holdings is a property and casualty insurance holding company that primarily provides personal and commercial residential insurance through its insurance company subsidiaries. Co. is vertically integrated and controls or manages substantially all aspects of insurance underwriting, customer service, actuarial analysis, distribution and claims processing and adjusting. Co.'s insurance subsidiaries include: Heritage Property & Casualty Insurance Company, which provides personal and commercial residential property insurance and commercial general liability insurance; and Narragansett Bay Insurance Company, which provides personal and commercial residential property insurance.
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|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
|
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|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
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| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
80,000 |
337,137 |
337,137 |
1,172,502 |
| Total Buy Value |
$661,800 |
$2,461,778 |
$2,461,778 |
$3,812,169 |
| Total People Bought |
3 |
4 |
4 |
6 |
| Total Buy Transactions |
4 |
8 |
8 |
25 |
| Total Shares Sold |
9,400 |
13,150 |
13,150 |
13,150 |
| Total Sell Value |
$80,142 |
$106,260 |
$106,260 |
$106,260 |
| Total People Sold |
1 |
1 |
1 |
1 |
| Total Sell Transactions |
4 |
7 |
7 |
7 |
| End Date |
2024-02-18 |
2023-11-17 |
2023-05-19 |
2022-05-19 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Peiso Joseph R |
Vice President of Compliance |
• – – |
2015-03-18 |
4 |
S |
$21.52 |
$111,095 |
I/I |
(5,163) |
0 |
|
- |
|
| Peiso Joseph R |
Vice President of Compliance |
• – – |
2015-03-18 |
4 |
S |
$21.52 |
$169,159 |
D/D |
(7,859) |
5,000 |
|
- |
|
| Garateix Ernie J |
Chief Operating Officer |
• – – |
2015-03-12 |
4 |
S |
$22.28 |
$155,984 |
D/D |
(7,000) |
51,455 |
|
- |
|
| Widdicombe Richard A |
President |
• • – |
2015-03-12 |
4 |
S |
$22.33 |
$558,250 |
D/D |
(25,000) |
582,073 |
|
- |
|
| Peiso Joseph R |
Vice President of Compliance |
• – – |
2015-03-12 |
4 |
S |
$22.50 |
$172,981 |
I/I |
(7,687) |
5,163 |
|
- |
|
| Peiso Joseph R |
Vice President of Compliance |
• – – |
2015-03-12 |
4 |
S |
$22.50 |
$215,594 |
D/D |
(9,582) |
30,709 |
|
- |
|
| Peiso Joseph R |
Vice President of Compliance |
• – – |
2015-03-11 |
4 |
S |
$22.30 |
$111,488 |
I/I |
(5,000) |
12,850 |
|
- |
|
| Peiso Joseph R |
Vice President of Compliance |
• – – |
2015-03-11 |
4 |
S |
$22.30 |
$413,643 |
D/D |
(18,551) |
40,291 |
|
- |
|
| Peiso Joseph R |
Vice President of Compliance |
• – – |
2015-03-11 |
4 |
OE |
$16.89 |
$211,125 |
D/D |
12,500 |
58,842 |
|
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2015-03-10 |
4 |
S |
$22.20 |
$1,110,200 |
I/I |
(50,000) |
268,750 |
|
- |
|
| Peiso Joseph R |
Vice President of Compliance |
• – – |
2015-03-10 |
4 |
S |
$22.50 |
$88,869 |
D/D |
(3,949) |
46,342 |
|
- |
|
| Rohde Stephen L |
CFO, Treasurer & Secretary |
• – – |
2015-03-09 |
4 |
S |
$22.50 |
$258,750 |
D/D |
(11,500) |
91,986 |
|
- |
|
| Barlas Irini |
Director |
– • – |
2014-08-10 |
3 |
IO |
$0.00 |
$0 |
I/I |
0 |
45,900 |
|
- |
|
| Garateix Ernie J |
Executive Vice President |
• – – |
2014-05-29 |
4 |
B |
$11.00 |
$74,800 |
D/D |
6,800 |
58,455 |
2.74 |
- |
|
| Russell Melvin A Jr |
See Remarks |
• – – |
2014-05-29 |
4 |
B |
$11.00 |
$249,700 |
D/D |
22,700 |
22,700 |
2.74 |
- |
|
| Walvekar Vijay |
Director |
– • – |
2014-05-29 |
4 |
B |
$11.00 |
$1,899,700 |
I/I |
172,700 |
338,873 |
2.1 |
- |
|
| Widdicombe Richard A |
President |
• • – |
2014-05-29 |
4 |
B |
$11.00 |
$249,700 |
D/D |
22,700 |
607,073 |
2.81 |
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2014-05-29 |
4 |
B |
$11.00 |
$999,900 |
D/D |
90,900 |
117,055 |
2.81 |
- |
|
| Masiello James |
Director |
– • – |
2014-05-22 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
173,413 |
|
- |
|
| Walvekar Vijay |
Director |
– • – |
2014-05-22 |
3/A |
IO |
$0.00 |
$0 |
I/I |
0 |
1,500,442 |
|
- |
|
| Pappas Nicholas George |
Director |
– • – |
2014-05-22 |
3/A |
IO |
$0.00 |
$0 |
D/D |
0 |
79,050 |
|
- |
|
| Apostolou Panagiotis |
Director |
– • – |
2014-05-22 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
275,400 |
|
- |
|
| Linder Kent M |
Chief Operating OfficerOfficer |
• – – |
2014-05-22 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
588,641 |
|
- |
|
| Lucas Bruce |
Chairman & CEOOfficer |
• • – |
2014-05-22 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
566,755 |
|
- |
|
| Pappas Nicholas George |
Director |
– • – |
2014-05-22 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
73,595 |
|
- |
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338 Records found
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Page 13 of 14 |
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Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
| |
OE |
- Options Exercised |
A |
- Acquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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0.23 (2.5%) 
