| |
| |
| Exchange: |
N/A |
| Security
Type: |
N/A |
| Shares
Out: |
27,740,000 |
| Market
Cap: |
226.08(M) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$3.28 - $10.99 |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : 7.7 |
| Insider 6 Months : 14.7 |
| Insider 3/6 Months : 22.7 |
|
| 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. |
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|
|
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 +/-:
|
|
|
|
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 |
20,000 |
277,137 |
277,137 |
1,110,627 |
| Total Buy Value |
$162,800 |
$1,962,778 |
$1,962,778 |
$3,282,126 |
| Total People Bought |
1 |
3 |
3 |
6 |
| Total Buy Transactions |
1 |
5 |
5 |
22 |
| Total Shares Sold |
3,400 |
7,150 |
7,150 |
7,150 |
| Total Sell Value |
$28,782 |
$54,900 |
$54,900 |
$54,900 |
| Total People Sold |
1 |
1 |
1 |
1 |
| Total Sell Transactions |
3 |
6 |
6 |
6 |
| End Date |
2024-02-04 |
2023-11-03 |
2023-05-05 |
2022-05-05 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Lucas Bruce |
Chairman & CEO |
• • – |
2019-03-08 |
4 |
B |
$13.92 |
$25,140 |
D/D |
1,806 |
946,859 |
2.81 |
- |
|
| Lusk Kirk |
Chief Financial Officer |
• – – |
2019-01-01 |
4 |
D |
$14.72 |
$44,160 |
D/D |
(3,000) |
123,331 |
|
- |
|
| Masiello James |
Director |
– • – |
2018-12-10 |
4 |
B |
$14.79 |
$96,135 |
D/D |
6,500 |
246,295 |
2.39 |
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2018-11-13 |
4 |
B |
$16.46 |
$63,865 |
D/D |
3,880 |
945,053 |
2.81 |
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2018-11-09 |
4 |
B |
$16.23 |
$81,150 |
D/D |
5,000 |
941,173 |
2.81 |
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2018-11-07 |
4 |
B |
$15.97 |
$149,471 |
D/D |
9,300 |
936,173 |
2.81 |
- |
|
| Barlas Irini |
Director |
– • – |
2018-11-07 |
4 |
B |
$16.00 |
$111,698 |
I/I |
6,980 |
36,050 |
2.1 |
- |
|
| Barlas Irini |
Director |
– • – |
2018-11-07 |
4 |
B |
$16.05 |
$1,172 |
D/D |
73 |
12,746 |
2.31 |
- |
|
| Martindale Steven C. |
Director |
– • – |
2018-11-06 |
4 |
B |
$16.21 |
$16,242 |
D/D |
1,002 |
4,041 |
2.39 |
- |
|
| Barlas Irini |
Director |
– • – |
2018-11-05 |
4 |
B |
$16.01 |
$54,962 |
D/D |
3,433 |
12,673 |
2.39 |
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2018-11-05 |
4 |
B |
$16.05 |
$80,250 |
D/D |
5,000 |
1,001,873 |
2.81 |
- |
|
| Garateix Ernie J |
Chief Operating Officer |
• – – |
2018-11-04 |
4 |
D |
$16.35 |
$204,375 |
D/D |
(12,500) |
129,254 |
|
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2018-11-04 |
4 |
D |
$16.35 |
$1,226,250 |
D/D |
(75,000) |
926,873 |
|
- |
|
| Widdicombe Richard A |
President |
• • – |
2018-11-04 |
4 |
D |
$16.35 |
$408,750 |
D/D |
(25,000) |
741,778 |
|
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2018-08-23 |
4 |
B |
$14.91 |
$74,550 |
D/D |
5,000 |
996,873 |
2.81 |
- |
|
| Garateix Ernie J |
Chief Operating Officer |
• – – |
2018-08-22 |
4 |
B |
$14.72 |
$14,720 |
D/D |
1,000 |
141,754 |
2.74 |
- |
|
| Lusk Kirk |
Chief Financial Officer |
• – – |
2018-08-10 |
4/A |
B |
$14.31 |
$50,102 |
D/D |
3,500 |
126,331 |
2.74 |
- |
|
| Lusk Kirk |
Chief Financial Officer |
• – – |
2018-08-10 |
4 |
B |
$14.31 |
$50,102 |
D/D |
3,500 |
51,331 |
2.74 |
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2018-08-09 |
4 |
B |
$14.46 |
$101,207 |
D/D |
7,000 |
991,873 |
2.81 |
- |
|
| Widdicombe Richard A |
President |
• • – |
2018-08-09 |
4 |
B |
$14.36 |
$71,810 |
D/D |
5,000 |
766,778 |
2.81 |
- |
|
| Martindale Steven C. |
Director |
– • – |
2018-08-07 |
4 |
B |
$15.08 |
$30,748 |
D/D |
2,039 |
3,039 |
2.39 |
- |
|
| Martindale Steven C. |
Director |
– • – |
2018-05-15 |
4 |
B |
$16.68 |
$16,680 |
D/D |
1,000 |
1,000 |
2.39 |
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2018-05-14 |
4 |
B |
$16.86 |
$50,585 |
D/D |
3,000 |
984,873 |
2.81 |
- |
|
| Lucas Bruce |
Chairman & CEO |
• • – |
2018-03-23 |
4 |
B |
$16.06 |
$99,570 |
D/D |
6,200 |
981,873 |
2.81 |
- |
|
| Lusk Kirk |
Chief Financial Officer |
• – – |
2018-01-31 |
4/A |
A |
$0.00 |
$0 |
D/D |
75,000 |
75,000 |
|
- |
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337 Records found
|
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Page 6 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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0.18 (2.26%) 
