Public ownership evidence

HERITAGE INSURANCE HOLDINGS INC (HRTG) Ownership Disclosures

Read HRTG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

HERITAGE INSURANCE HOLDINGS INC: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-22
Trade date
2026-09-18
Reporting owners
JOHNS TIMOTHY E
Code
S
Shares
3,500
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001469998-26-000012
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HRTG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HRTG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-222026-09-18JOHNS TIMOTHY ES3,500Not reported
2026-09-162026-09-14Garateix Ernie JS2,500Not reported
2026-09-112026-09-09Binnun SharonS6,565Not reported
2026-09-082026-09-03Garateix Ernie JS2,500Not reported
2026-09-042026-09-01Binnun SharonS9,200Not reported
2026-08-272026-08-24Garateix Ernie JS10,000Not reported
2026-08-222026-08-19JOHNS TIMOTHY ES3,500Not reported
2026-08-202026-08-17Lusk KirkS10,000Not reported
2026-08-202026-08-18Garateix Ernie JS5,000Not reported
2026-08-202026-08-17Garateix Ernie JS5,000Not reported
2026-08-132026-08-10Moura TimothyS15,104Not reported
2026-08-062026-08-03Binnun SharonS9,200Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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OPTIMIZE FINANCIAL INC.2026-06-302026-08-2817,661$460,599None
Corient Private Wealth LP2026-06-302026-08-2841,833$1,091,007None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2636,700$963,375None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2636,800$959,744None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2532,268$841,549None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25841,549$32,268,000None
Assenagon Asset Management S.A.2026-06-302026-08-22263,321$6,867,412None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,610$276,709None
Corient Private Wealth LP2026-06-302026-08-1842,953$1,120,216None
Empowered Funds, LLC2026-06-302026-08-18161,873$4,221,648None
Empowered Funds, LLC2026-06-302026-08-18310$8,085None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1835,149$916,686None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15169$4,408None
Graham Capital Management, L.P.2026-06-302026-08-158,283$216,021None
Polymer Capital Management (US) LLC2026-06-302026-08-1525,244$658,364None
Quarry LP2026-06-302026-08-15200$5,216None
XTX Topco Ltd2026-06-302026-08-1565,985$1,720,889None
Aquatic Capital Management LLC2026-06-302026-08-156,163$160,731None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15192,190$5,012,315None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15192,190$5,012,315None
ExodusPoint Capital Management, LP2026-06-302026-08-1554,173$1,412,832None
Qube Research & Technologies Ltd2026-06-302026-08-15126,992$3,311,951None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525$652None
OSAIC HOLDINGS, INC.2026-06-302026-08-1535$913None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519,115$498,512None
Squarepoint Ops LLC2026-06-302026-08-1511,202$292,148None
Man Group plc2026-06-302026-08-1523,604$615,592None
Trexquant Investment LP2026-06-302026-08-15193,259$5,040,195None
MetLife Investment Management, LLC2026-06-302026-08-1513,774$359,226None
Engineers Gate Manager LP2026-06-302026-08-1538,182$995,787None
JANE STREET GROUP, LLC2026-06-302026-08-15174,644$4,554,716None
JANE STREET GROUP, LLC2026-06-302026-08-15303,246$7,908,656None
JANE STREET GROUP, LLC2026-06-302026-08-15129,200$3,369,536Call
Legal & General Group Plc2026-06-302026-08-1511,914$310,717None
Legal & General Group Plc2026-06-302026-08-155,400$140,832None
Legal & General Group Plc2026-06-302026-08-152,402$62,644None
HRT FINANCIAL LP2026-06-302026-08-1570,391$1,835,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15143,100$3,732,048Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15121,600$3,171,328Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,642$407,943None
Verdad Advisers, LP2026-06-302026-08-1528,575$745,236None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-15247,589$6,457,121None
VARCOV Co.2026-06-302026-08-1522,430$584,974None
Numerai GP LLC2026-06-302026-08-1520,950$546,376None
Balyasny Asset Management L.P.2026-06-302026-08-15308$8,033None
Balyasny Asset Management L.P.2026-06-302026-08-1595,685$2,495,465None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1558$1,500None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1571,476$1,864,095None
Freestone Grove Partners LP2026-06-302026-08-1517,243$449,697None
Cerity Partners LLC2026-06-302026-08-1525,015$652,391None

90-day public filing window, up to 50 source positions.

OPTIMIZE FINANCIAL INC. ↗Corient Private Wealth LP ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗Assenagon Asset Management S.A. ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Empowered Funds, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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