| |
| |
|
| Insider
Information: |
Whiting Paul L |
| Relationship: |
|
| City: |
Tampa |
| State: |
FL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
3 |
|
| Direct
Shares |
72,098 |
|
|
Indirect Shares
|
93,421 |
|
|
| Direct
Value |
$1,234,753 |
|
|
|
Indirect Value
|
$2,332,322 |
|
|
| Total
Shares |
165,519 |
|
|
| Total
Value |
$3,567,076 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
3
|
0
|
|
Stock
price went up :
|
3
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
3.0
|
0.0
|
| Percentage
Gain/Loss : |
 18.2%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Sykes Enterprises Inc |
SYKE |
Director |
2018-02-26 |
12,436 |
2019-02-25 |
32,550 |
Premium* |
|
|
TECO Energy Inc |
TE |
Director |
2016-07-01 |
0 |
2016-07-01 |
0 |
Premium* |
|
|
Heritage Insurance Holdings, Inc. |
HRTG |
|
2024-05-06 |
59,662 |
2024-05-06 |
60,871 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
179 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 8 of 8
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| HRTG |
Heritage Insurance Holdin... |
|
– • – |
2023-12-14 |
4 |
B |
$7.34 |
$299,993 |
D/D |
40,871 |
50,533 |
0.01 |
% |
|
| HRTG |
Heritage Insurance Holdin... |
|
– • – |
2023-12-14 |
4/A |
B |
$7.34 |
$299,993 |
I/I |
40,871 |
40,871 |
0.01 |
- |
|
| HRTG |
Heritage Insurance Holdin... |
|
– • – |
2024-03-14 |
4 |
B |
$8.14 |
$162,800 |
I/I |
20,000 |
20,000 |
0.01 |
% |
|
| HRTG |
Heritage Insurance Holdin... |
|
– • – |
2024-05-06 |
4 |
B |
$8.35 |
$417,500 |
D/D |
50,000 |
59,662 |
0.01 |
% |
|
179 Records found
|
|
Page 8 of 8 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
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 |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
|
|
|
|
|
