Heritage Insurance Holdings, Inc.
US ˙ NYSE ˙ US42727J1025

SecurityHRTG / Heritage Insurance Holdings, Inc.
InsiderKirk Lusk
This page shows the track record and history of Lusk Kirk insider trades in Heritage Insurance Holdings, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Kirk Lusk in HRTG / Heritage Insurance Holdings, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Max		 Price at
Max		 Max
Profit ($)		 Max Return (%)
2025-03-14 6,000 13.8500 6,000 13.8500 83,100 189 28.4000 87,300 105.05
2024-05-06 5,000 8.1100 5,000 8.1100 40,550
2022-11-16 25,000 1.3600 25,000 1.3600 34,000
2022-06-30 10,000 2.6100 10,000 2.6100 26,100
2021-09-16 8,650 5.7500 8,650 5.7500 49,738
2019-05-09 5,000 14.3315 5,000 14.3315 71,658
2018-08-10 3,500 14.3148 3,500 14.3148 50,102
2018-08-10 3,500 14.3148 3,500 14.3148 50,102

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HRTG / Heritage Insurance Holdings, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Kirk Lusk in HRTG / Heritage Insurance Holdings, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Min		 Price at
Min		 Max Loss
Avoided ($)		 Max Loss
Avoided (%)
2025-09-12 20,000 24.1700 20,000 24.1700 483,400 3 24.0900 -1,600 -0.33

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HRTG / Heritage Insurance Holdings, Inc. Insider Trades
Insider Transaction History
File
Date		 Trade
Date		 Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price		 Unit
Price		 Units
Changed		 Value
Changed (1K)		 Remaining
Options		 Remaining
Shares
2025-09-16 2025-09-12 4 Lusk Kirk HRTG Common Stock S - Sale D 24.1700 -20,000 -483 598,756
2025-03-17 2025-03-14 4 Lusk Kirk HRTG Common Stock P - Purchase D 13.8500 6,000 83 618,756
2025-03-13 2025-03-11 4 Lusk Kirk HRTG Common Stock A - Award D 52,020 612,756
2025-03-13 2025-03-11 4 Lusk Kirk HRTG Common Stock A - Award D 27,744 560,736
2024-12-17 2024-12-13 4 Lusk Kirk HRTG Common Stock F - Taxes D 12.5800 -17,444 -219 532,992
2024-05-07 2024-05-06 4 Lusk Kirk HRTG Common Stock P - Purchase D 8.1100 5,000 41 550,436
2024-02-28 2024-02-26 4 Lusk Kirk HRTG Common Stock A - Award D 56,980 545,436
2024-02-28 2024-02-26 4 Lusk Kirk HRTG Common Stock A - Award D 45,584 488,456
2023-12-19 2023-12-15 4 Lusk Kirk HRTG Common Stock F - Taxes D 6.5100 -12,816 -83 442,872
2023-12-19 2023-11-16 4 Lusk Kirk HRTG Common Stock D - Sale to Issuer D -72,655 455,688
2023-07-13 2023-07-11 4 Lusk Kirk HRTG Common Stock A - Award D 196,078 528,343
2023-07-13 2023-07-11 4 Lusk Kirk HRTG Common Stock A - Award D 73,529 332,265
2022-11-18 2022-11-16 4 Lusk Kirk HRTG Common Stock P - Purchase D 1.3600 25,000 34 258,736
2022-06-30 2022-06-30 4 Lusk Kirk HRTG Common Stock P - Purchase D 2.6100 10,000 26 233,736
2022-03-18 2022-03-16 4 Lusk Kirk HRTG Common Stock A - Award D 44,643 223,736
2022-03-18 2022-03-16 4 Lusk Kirk HRTG Common Stock A - Award D 22,321 179,093
2022-01-04 2022-01-01 4 Lusk Kirk HRTG Common Stock F - Taxes D 5.8800 -5,500 -32 156,772
2021-12-29 2021-12-27 4 Lusk Kirk HRTG Common Stock F - Taxes D 5.8900 -1,727 -10 162,272
2021-09-17 2021-09-16 4 Lusk Kirk HRTG Common Stock P - Purchase D 5.7500 8,650 50 163,999
2021-04-22 2021-04-13 4 Lusk Kirk HRTG Common Stock A - Award D 28,012 155,349
2021-04-22 2021-04-13 4 Lusk Kirk HRTG Common Stock A - Award D 14,006 127,337
2021-01-04 2021-01-01 4 Lusk Kirk HRTG COMMON STOCK F - Taxes D 10.1300 -7,500 -76 113,331
2020-01-02 2020-01-01 4 Lusk Kirk HRTG Common Stock F - Taxes D 13.2500 -7,500 -99 120,831
2019-05-10 2019-05-09 4 Lusk Kirk HRTG Common Stock P - Purchase D 14.3315 5,000 72 128,331
2019-01-03 2019-01-01 4 Lusk Kirk HRTG Common Stock F - Taxes D 14.7200 -3,000 -44 123,331
2019-01-03 2018-08-10 4/A Lusk Kirk HRTG Common Stock P - Purchase D 14.3148 3,500 50 126,331
2018-08-13 2018-08-10 4 Lusk Kirk HRTG Common Stock P - Purchase D 14.3148 3,500 50 51,331
2018-02-09 3/A Lusk Kirk HRTG Common Stock D 47,831
2018-02-05 2018-01-31 4/A Lusk Kirk HRTG Common Stock A - Award D 75,000 75,000
2018-02-02 2018-01-31 4 Lusk Kirk HRTG Common Stock A - Award D 15,000 15,000
P
Åbent marked eller privat køb af ikke-afledte eller afledte værdipapirer
S
Åbent marked eller privat salg af ikke-afledte eller afledte værdipapirer
A
Tildeling, tildeling eller anden erhvervelse af værdipapirer fra virksomheden (såsom en option)
C
Konvertering af derivat
D
Salg eller overførsel af værdipapirer tilbage til virksomheden
F
Betaling af udnyttelseskurs eller skatteforpligtelse ved brug af en del af værdipapirer modtaget fra selskabet
G
Gave af værdipapirer af eller til insideren
K
Aktieswaps og lignende sikringstransaktioner
M
Udnyttelse eller konvertering af afledt værdipapir modtaget fra virksomheden (såsom en option)
V
En transaktion rapporteret frivilligt på formular 4
J
Andet (ledsaget af en fodnote, der beskriver transaktionen)