Heritage Insurance Holdings, Inc.
US ˙ NYSE ˙ US42727J1025

SecurityHRTG / Heritage Insurance Holdings, Inc.
InsiderRichard A Widdicombe
This page shows the track record and history of WIDDICOMBE RICHARD A 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 Richard A Widdicombe 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 (%)
2024-08-16 4,437 14.5500 4,437 14.5500 64,558 266 26.0200 50,893 78.83
2023-03-21 5,000 3.0100 5,000 3.0100 15,050
2022-06-30 10,000 2.6300 10,000 2.6300 26,300
2021-09-17 10,000 5.8400 10,000 5.8400 58,400
2018-08-09 5,000 14.3619 5,000 14.3619 71,810
2017-08-25 16,500 11.3180 16,500 11.3180 186,747
2017-08-11 25,800 11.5343 25,800 11.5343 297,585
2016-06-17 5,000 12.7672 5,000 12.7672 63,836
2016-06-16 5,000 12.9096 5,000 12.9096 64,548
2014-05-29 22,700 11.0000 22,700 11.0000 249,700

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 Richard A Widdicombe 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 (%)
2025-09-16 57,138 23.8800 57,138 23.8800 1,364,455 0 24.4800 34,283 2.51
2025-09-16 42,862 24.5200 42,862 24.5200 1,050,976
2024-08-16 4,437 15.0100 4,437 15.0100 66,599
2015-03-12 25,000 22.3300 25,000 22.3300 558,250

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
2025-09-18 2025-09-16 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 24.5200 -42,862 -1,051 599,047
2025-09-18 2025-09-16 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 23.8800 -57,138 -1,364 641,909
2025-06-12 2025-06-10 4 WIDDICOMBE RICHARD A HRTG Common Stock A - Award D 2,550 699,047
2024-08-20 2024-08-16 4 WIDDICOMBE RICHARD A HRTG Common Stock P - Purchase D 14.5500 4,437 65 696,497
2024-08-20 2024-08-16 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 15.0100 -4,437 -67 692,060
2024-06-07 2024-06-05 4 WIDDICOMBE RICHARD A HRTG Common Stock A - Award D 4,914 696,497
2023-08-11 2023-06-19 4/A WIDDICOMBE RICHARD A HRTG Common Stock A - Award D 9,662 691,583
2023-06-21 2023-06-19 4 WIDDICOMBE RICHARD A HRTG Common Stock A - Award D 7,968 689,889
2023-03-23 2023-03-21 4 WIDDICOMBE RICHARD A HRTG Common Stock P - Purchase D 3.0100 5,000 15 681,921
2022-07-05 2022-06-30 4 WIDDICOMBE RICHARD A HRTG Common Stock P - Purchase D 2.6300 10,000 26 676,921
2022-06-27 2022-06-23 4 WIDDICOMBE RICHARD A HRTG Common Stock A - Award D 12,422 666,921
2022-01-21 2022-01-01 4 WIDDICOMBE RICHARD A HRTG Common Stock A - Award D 2,721 654,499
2021-09-21 2021-09-17 4 WIDDICOMBE RICHARD A HRTG Common Stock P - Purchase D 5.8400 10,000 58 651,778
2020-11-06 2020-11-04 4 WIDDICOMBE RICHARD A HRTG Common Stock D - Sale to Issuer D -50,000 641,778
2019-11-13 2019-11-04 4 WIDDICOMBE RICHARD A HRTG Common Stock D - Sale to Issuer D -50,000 691,778
2018-11-06 2018-11-04 4 WIDDICOMBE RICHARD A HRTG Common Stock F - Taxes D 16.3500 -25,000 -409 741,778
2018-08-13 2018-08-09 4 WIDDICOMBE RICHARD A HRTG Common Stock P - Purchase D 14.3619 5,000 72 766,778
2017-12-01 2017-11-30 4 WIDDICOMBE RICHARD A HRTG Stock Option (Right to Buy) M - Exercise D 16.89 -4,965 245,035
2017-12-01 2017-11-30 4 WIDDICOMBE RICHARD A HRTG Common Stock M - Exercise D 16.8900 4,965 84 761,778
2017-11-20 2017-11-17 4 WIDDICOMBE RICHARD A HRTG Common Stock F - Taxes D 17.4100 -18,799 -327 756,813
2017-08-25 2017-08-25 4 WIDDICOMBE RICHARD A HRTG Common Stock P - Purchase D 11.3180 16,500 187 775,612
2017-08-14 2017-08-11 4 WIDDICOMBE RICHARD A HRTG Common Stock P - Purchase D 11.5343 25,800 298 759,112
2016-11-22 2016-11-17 4 WIDDICOMBE RICHARD A HRTG Common Stock F - Taxes D 14.6900 -15,441 -227 733,312
2016-06-20 2016-06-17 4 WIDDICOMBE RICHARD A HRTG Common Stock P - Purchase D 12.7672 5,000 64 748,753
2016-06-20 2016-06-16 4 WIDDICOMBE RICHARD A HRTG Common Stock P - Purchase D 12.9096 5,000 65 743,753
2015-12-17 2015-12-15 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 21.4391 -10,000 -214 738,753
2015-11-17 2015-11-16 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 22.8936 -10,000 -229 748,753
2015-11-06 2015-11-04 4 WIDDICOMBE RICHARD A HRTG Common Stock A - Award D 250,000 758,753
2015-10-19 2015-10-15 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 20.4994 -10,000 -205 508,753
2015-09-18 2015-09-15 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 19.4970 -10,000 -195 518,753
2015-08-18 2015-08-14 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 19.0182 -10,000 -190 528,573
2015-07-17 2015-07-15 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 25.9470 -13,500 -350 538,573
2015-06-19 2015-06-15 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 22.3444 -10,000 -223 552,073
2015-05-19 2015-05-15 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 20.9084 -10,000 -209 562,073
2015-04-17 2015-04-15 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 21.9111 -10,000 -219 572,073
2015-03-19 2015-03-12 4 WIDDICOMBE RICHARD A HRTG Common Stock S - Sale D 22.3300 -25,000 -558 582,073
2014-12-04 2014-12-02 4 WIDDICOMBE RICHARD A HRTG Stock Option (Right to Buy) A - Award D 16.89 250,000 250,000
2014-09-26 2014-09-24 4 WIDDICOMBE RICHARD A HRTG Stock Option (Right to Buy) A - Award D 14.02 70,000 70,000
2014-08-19 2014-08-15 4 WIDDICOMBE RICHARD A HRTG Stock Option (Right to Buy) A - Award D 14.87 70,000 70,000
2014-06-02 2014-05-29 4 WIDDICOMBE RICHARD A HRTG Common Stock P - Purchase D 11.0000 22,700 250 607,073
2014-05-22 3 WIDDICOMBE RICHARD A HRTG Common Stock D 1,168,746
2014-05-22 3 WIDDICOMBE RICHARD A HRTG Common Stock D 1,168,746
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)