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Whiting Paul L's Form 4/A amendment

Amended

Heritage Insurance Holdings, Inc. (HRTG) · filed Mar 18, 2024

Accession no.
0000950170-24-032858
Filed
Mar 18, 2024
Trade date
Dec 14, 2023
Filing delay
95 days
Rule 10b5-1 plan
Not checked
Original filed
Dec 15, 2023

This filing lists 1 non-derivative transaction. Open-market purchases total $300.0K. It was filed 95 days after the trade.

This amendment replaces 0000950170-23-070896 (filed Dec 15, 2023).

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Whiting Paul LCIK 0001272769Director

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Dec 14, 2023Common StockPPurchaseAcquired+40,871$7.34+$299,993.1440,871Indirect

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

Represents shares of the Company's common stock ("Common Stock") purchased by Whiting Family, LLC from the Company in a private placement concurrent with the Company's underwritten public offering of Common Stock.

F2

This amendment to the Form 4 filed on December 15, 2023 (the "Original Form 4") is being filed to reflect that the previously reported purchase was made indirectly by the Whiting Family, LLC.

F3

These shares are owned by Whiting Family, LLC, which is controlled by the Reporting Person and his spouse. The Reporting Person disclaims beneficial ownership of the shares held by Whiting Family, LLC except to the extent of his pecuniary interest therein.

Read the full filing on SEC EDGAR (opens in a new tab)