WHITING PAUL L 4
4 · Heritage Insurance Holdings, Inc. · Filed May 20, 2026
Research Summary
AI-generated summary of this filing
Heritage Insurance (HRTG) Director Paul Whiting Buys 16,000 Shares
What Happened Paul L. Whiting, a director of Heritage Insurance Holdings, acquired 16,000 shares in two open‑market purchases on May 19, 2026: 15,000 shares at a weighted average price of $23.50 (total $352,500) and 1,000 shares at $24.45 (total $24,450), for an aggregate cost of approximately $376,950. These transactions were purchases (insider buys).
Key Details
- Transaction date: May 19, 2026. Transaction reported May 20, 2026 (timely filing).
- Trade type: Open market purchase (code P).
- Prices: 15,000 shares at weighted avg $23.50 (price range for those shares $23.33–$23.79 per footnote); 1,000 shares at $24.45.
- Total value: ~$376,950.
- Shares owned after transaction: Not specified in the provided filing excerpt.
- Footnotes: F1 = weighted average/range for the 15,000-share lot; F2 & F3 = additional shares are held by entities (Whiting Family, LLC and Paul & Gail Whiting Investments Limited) controlled by Whiting and his spouse, and he disclaims beneficial ownership of those entity‑held shares except to the extent of his pecuniary interest.
- No options, gifts, or 10b5‑1 plan indicated in this filing excerpt.
Context This was a direct open‑market purchase rather than an option exercise or gift. Insider purchases can be interpreted as a positive signal but do not prove intent; retail investors should consider this alongside other fundamentals and filings. For exact post‑transaction holdings and any additional context, review the full Form 4 on the SEC EDGAR system.
Insider Transaction Report
- Purchase
Common Stock
[F1]2026-05-19$23.50/sh+15,000$352,500→ 102,126 total - Purchase
Common Stock
2026-05-19$24.45/sh+1,000$24,450→ 103,126 total
- 40,871(indirect: See Footnote)
Common Stock
[F2] - 20,000(indirect: See Footnote)
Common Stock
[F3]
Footnotes (3)
- [F1]Represents the weighted average of the shares purchased. The prices of the shares purchased pursuant to the transaction range from $23.33 to $23.79 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price.
- [F2]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.
- [F3]These shares are owned by Paul & Gail Whiting Investments Limited, which is controlled by the Reporting Person and his spouse. The Reporting Person disclaims beneficial ownership of the shares held by Paul & Gail Whiting Investments Limited except to the extent of his pecuniary interest therein.