Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Heritage Insurance Holdings, Inc. | 502,522 | reported | 12 Mar 2026 | tx 39+760,325−287,134 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 12 Mar 2026 | TAX_WITHHOLDING | Heritage Insurance Holdings, Inc. | 72,549 | 28.14 USD | |
| 05 Mar 2026 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 27,487 | 0.00 USD | |
| 05 Mar 2026 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 15,271 | 0.00 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | Heritage Insurance Holdings, Inc. | 18,112 | 29.57 USD | |
| 02 Dec 2025 | SALE | Heritage Insurance Holdings, Inc. | 8,331 | 28.21 USD | |
| 04 Nov 2025 | SALE | Heritage Insurance Holdings, Inc. | 71 | 24.00 USD | |
| 05 Nov 2025 | SALE | Heritage Insurance Holdings, Inc. | 19,929 | 24.18 USD | |
| 03 Oct 2025 | SALE | Heritage Insurance Holdings, Inc. | 6,803 | 24.16 USD | |
| 01 Oct 2025 | SALE | Heritage Insurance Holdings, Inc. | 3,800 | 25.18 USD | |
| 01 Oct 2025 | SALE | Heritage Insurance Holdings, Inc. | 9,397 | 24.61 USD | |
| 12 Sept 2025 | SALE | Heritage Insurance Holdings, Inc. | 20,000 | 24.17 USD | |
| 14 Mar 2025 | PURCHASE | Heritage Insurance Holdings, Inc. | 6,000 | 13.85 USD | |
| 11 Mar 2025 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 52,020 | 0.00 USD | |
| 11 Mar 2025 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 27,744 | 0.00 USD | |
| 13 Dec 2024 | TAX_WITHHOLDING | Heritage Insurance Holdings, Inc. | 17,444 | 12.58 USD | |
| 06 May 2024 | PURCHASE | Heritage Insurance Holdings, Inc. | 5,000 | 8.11 USD | first after silence |
| 26 Feb 2024 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 56,980 | 0.00 USD | |
| 26 Feb 2024 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 45,584 | 0.00 USD | |
| 16 Nov 2023 | OTHER | Heritage Insurance Holdings, Inc. | 72,655 | 0.00 USD | |
| 15 Dec 2023 | TAX_WITHHOLDING | Heritage Insurance Holdings, Inc. | 12,816 | 6.51 USD | |
| 11 Jul 2023 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 73,529 | 0.00 USD | |
| 11 Jul 2023 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 196,078 | 0.00 USD | |
| 16 Nov 2022 | PURCHASE | Heritage Insurance Holdings, Inc. | 25,000 | 1.36 USD | |
| 30 Jun 2022 | PURCHASE | Heritage Insurance Holdings, Inc. | 10,000 | 2.61 USD | |
| 16 Mar 2022 | GRANT_AWARD | Heritage Insurance Holdings, Inc. | 22,321 | 0.00 USD |
2 purchases reported after at least 12 months of silence — most recent on 06 May 2024.