Director Paul Whiting (HRTG) adds 16,000 Heritage Insurance shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Heritage Insurance Holdings director Paul L. Whiting reported open-market purchases of a total of 16,000 shares of common stock on May 19, 2026. He bought 1,000 shares at $24.45 per share and 15,000 shares at $23.50 per share.
After these purchases, Whiting directly owns 103,126 shares of Heritage common stock. The filing also shows indirect holdings of 20,000 shares owned by Whiting Family, LLC and 40,871 shares owned by Paul & Gail Whiting Investments Limited, entities he and his spouse control. He disclaims beneficial ownership of those indirect shares except to the extent of his pecuniary interest.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 16,000 shares ($376,950)
Net Buy
4 txns
Insider
WHITING PAUL L
Role
null
Bought
16,000 shs ($377K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 15,000 | $23.50 | $353K |
| Purchase | Common Stock | 1,000 | $24.45 | $24K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 102,126 shares (Direct, null);
Common Stock — 40,871 shares (Indirect, See Footnote)
Footnotes (1)
- 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. 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. 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.
Key Figures
Total shares purchased: 16,000 shares
Purchase price (1,000 shares): $24.45 per share
Purchase price (15,000 shares): $23.50 per share
+3 more
6 metrics
Total shares purchased
16,000 shares
Open-market common stock purchases on May 19, 2026
Purchase price (1,000 shares)
$24.45 per share
Open-market buy of 1,000 common shares
Purchase price (15,000 shares)
$23.50 per share
Open-market buy of 15,000 common shares
Direct holdings after transaction
103,126 shares
Common stock directly owned by Paul L. Whiting
Indirect holdings via Whiting Family, LLC
20,000 shares
Common stock held by Whiting Family, LLC
Indirect holdings via Paul & Gail Whiting Investments Limited
40,871 shares
Common stock held by Paul & Gail Whiting Investments Limited
Key Terms
open-market purchase, beneficial ownership, pecuniary interest, indirect ownership
4 terms
open-market purchase financial
"transaction_action: "open-market purchase" for common stock buys"
An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.
beneficial ownership financial
"The Reporting Person disclaims beneficial ownership of the shares held by Whiting Family, LLC"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
pecuniary interest financial
"except to the extent of his pecuniary interest therein"
indirect ownership financial
"These shares are owned by Whiting Family, LLC, which is controlled by the Reporting Person"
FAQ
What insider transaction did HRTG director Paul L. Whiting report?
Paul L. Whiting reported buying 16,000 Heritage Insurance Holdings common shares in open-market transactions. He purchased 1,000 shares at $24.45 and 15,000 shares at $23.50, all on May 19, 2026, increasing his direct ownership stake in the company.
At what prices did Paul L. Whiting buy HRTG stock on May 19, 2026?
Whiting bought 1,000 Heritage Insurance Holdings shares at $24.45 per share and 15,000 shares at $23.50 per share. A related footnote notes a weighted-average purchase price range between $23.33 and $23.79 per share for the reported transaction group.
What indirect HRTG holdings are reported for Paul L. Whiting?
The filing shows 20,000 Heritage Insurance shares held by Whiting Family, LLC and 40,871 shares held by Paul & Gail Whiting Investments Limited. Both entities are controlled by Whiting and his spouse, and he disclaims beneficial ownership except for his pecuniary interest.