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Insider Information:   Lucas Bruce
Relationship:   Chairman & CEO, Director
City:   Tampa
State:   FL
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   576,859    

Indirect Shares

  121,948      
Direct Value   $5,445,549    

Indirect Value

  $638,959      
Total Shares   698,807      
Total Value   $6,084,508      


Heritage Insurance Holdings, Inc.
 $5,445,549 Heritage Insurance Holdings, Inc.
 $5,445,549
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Innovaro Inc INNI Director 2012-06-20 0 2012-06-20 54,348    Premium*  
            Heritage Insurance Holdings, Inc. HRTG Chairman & CEO, Director 2020-11-04 576,859 2020-11-04 67,600    Premium*  
* Premium Members only  

Records found :    43         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 2
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... Chairman & CEO   •       •      –    2014-05-29 4 B $11.00 $999,900 D/D 90,900 117,055 2.81 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-03-10 4 S $22.20 $1,110,200 I/I (50,000) 268,750 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-04-13 4 S $22.00 $1,505,526 D/D (68,433) 472,167 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-04-14 4 S $22.00 $976,911 D/D (44,401) 427,766 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-04-15 4 S $22.00 $114,122 D/D (5,187) 422,579 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-05-07 4 AS $22.00 $149,622 D/D (6,800) 415,779 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-05-11 4 S $21.01 $795,317 D/D (37,849) 377,930 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-05-12 4 S $20.68 $1,285,581 D/D (62,151) 315,779 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-05-13 4 S $20.70 $2,069,990 D/D (100,000) 315,779 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-06-03 4 AS $22.02 $682,102 D/D (30,970) 284,809 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-06-04 4 AS $21.01 $1,516,102 D/D (72,151) 212,658 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-06-05 4 AS $22.11 $766,150 D/D (34,650) 178,008 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-06-08 4 AS $22.22 $831,105 D/D (37,408) 140,600 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-06-09 4 AS $22.04 $304,102 D/D (13,800) 126,800 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-06-10 4 AS $22.10 $1,875,865 D/D (84,895) 41,905 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-06-11 4 AS $22.30 $447,119 D/D (20,051) 21,854 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-06-12 4 AS $22.13 $691,535 D/D (31,254) 0 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-07-09 4 AS $24.99 $2,346,523 I/I (93,900) 153,520 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-07-10 4 AS $24.92 $1,397,861 I/I (56,100) 55,720 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2015-11-04 4 A $0.00 $0 D/D 750,000 776,155 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2016-05-09 4 B $13.40 $247,857 D/D 18,500 794,655 2.81 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2016-06-14 4 B $12.47 $195,796 D/D 15,700 810,355 2.81 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2016-11-17 4 D $14.69 $680,470 D/D (46,322) 748,333 0 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2017-03-20 4 B $12.57 $201,120 D/D 16,000 764,333 2.81 -
HRTG Heritage Insurance Holdin... Chairman & CEO   •       •      –    2017-05-08 4 B $12.06 $1,004,140 D/D 83,262 681,071 2.81 -

  43  Records found
  1  2      
  Page 1 of 2  
 
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