NYSE · SEC CIK 0001598665
This is the supported SEC-traceable subset, not total insider ownership or personal wealth. Values reflect the current disclosed positions Grizzly Bulls can resolve and value. Latest source filing: Sep 16, 2026 · values through Sep 25, 2026.
Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.
| Holder | Role | Position | Current value | Latest filing |
|---|---|---|---|---|
| Ernie J. GarateixResearch disclosed relationships | Chief Executive Officer · Director | 1,035,955 sharesCommon Stock, par value $0.0001 per share | $34.44M | Sep 16, 2026 |
| Sharon BinnunResearch disclosed relationships | Chief Accounting Officer | 80,623 sharesCommon Stock, par value $0.0001 per share | $2.68M | Sep 11, 2026 |
These relationships are joined only when the same single SEC reporting-owner CIK appears unambiguously across the publication-authorized company ownership universe. Name similarity is never used to create a relationship.
SEC reporting-owner CIK 0001607776 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| Heritage Insurance Holdings, Inc. (HRTG)NYSE · Current company | Chief Executive Officer · Director | 1,035,955 sharesCommon Stock, par value $0.0001 per share | $34.44M | Sep 16, 2026 |
SEC reporting-owner CIK 0001639407 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| Heritage Insurance Holdings, Inc. (HRTG)NYSE · Current company | Chief Accounting Officer | 80,623 sharesCommon Stock, par value $0.0001 per share | $2.68M | Sep 11, 2026 |
This graph is bounded to the company ownership relationships currently published by Grizzly Bulls. It is not a complete employment, board, ownership, portfolio, or wealth history, and a missing relationship does not establish that none exists.
Each row preserves the reviewed SEC transaction evidence, including the effective-date basis, amendment state, reported post-transaction position when present, and a separately published current covered owner/security position when one can be matched uniquely. Reported price is shown when present. The lab does not calculate gross proceeds, reconstruct balances between filings, or treat historical transactions as current wealth.
| Effective date | Holder | Action | Security | Units | Reported price | Reported position after transaction | Current covered position | Filing |
|---|---|---|---|---|---|---|---|---|
| Sep 14, 2026Transaction date | Ernie J. GarateixResearch disclosed relationships | SaleSEC code S | Common Stock, par value $0.0001 per share | 2,500 shares | $35.254 | 1,035,955 shares | 1,035,955 sharesOwner coverage latest filing Sep 16, 2026 | 4Filed Sep 16, 2026 |
| Sep 9, 2026Transaction date | Sharon BinnunResearch disclosed relationships | SaleSEC code S | Common Stock, par value $0.0001 per share | 6,565 shares | $33.815 | 80,623 shares | 80,623 sharesOwner coverage latest filing Sep 11, 2026 | 4Filed Sep 11, 2026 |
| Sep 3, 2026Transaction date | Ernie J. GarateixResearch disclosed relationships | SaleSEC code S | Common Stock, par value $0.0001 per share | 2,500 shares | $35.1 | 1,038,455 shares | 1,035,955 sharesOwner coverage latest filing Sep 16, 2026 | 4Filed Sep 8, 2026 |
| Sep 1, 2026Transaction date | Sharon BinnunResearch disclosed relationships | SaleSEC code S | Common Stock, par value $0.0001 per share | 9,200 shares | $33.9124 | 87,188 shares | 80,623 sharesOwner coverage latest filing Sep 11, 2026 | 4Filed Sep 3, 2026 |
| Aug 24, 2026Transaction date | Ernie J. GarateixResearch disclosed relationships | SaleSEC code S | Common Stock, par value $0.0001 per share | 10,000 shares | $34.875 | 1,040,955 shares | 1,035,955 sharesOwner coverage latest filing Sep 16, 2026 | 4Filed Aug 26, 2026 |
| Aug 18, 2026Transaction date | Ernie J. GarateixResearch disclosed relationships | SaleSEC code S | Common Stock, par value $0.0001 per share | 5,000 shares | $34.545 | 1,050,955 shares | 1,035,955 sharesOwner coverage latest filing Sep 16, 2026 | 4Filed Aug 19, 2026 |
| Aug 17, 2026Transaction date | Ernie J. GarateixResearch disclosed relationships | SaleSEC code S | Common Stock, par value $0.0001 per share | 5,000 shares | $34.31 | 1,055,955 shares | 1,035,955 sharesOwner coverage latest filing Sep 16, 2026 | 4Filed Aug 19, 2026 |
| Aug 3, 2026Transaction date | Sharon BinnunResearch disclosed relationships | SaleSEC code S | Common Stock, par value $0.0001 per share | 9,200 shares | $30.031 | 96,388 shares | 80,623 sharesOwner coverage latest filing Sep 11, 2026 | 4Filed Aug 5, 2026 |
| Jul 1, 2026Transaction date | Sharon BinnunResearch disclosed relationships | SaleSEC code S | Common Stock, par value $0.0001 per share | 9,200 shares | $26.5753 | 105,588 shares | 80,623 sharesOwner coverage latest filing Sep 11, 2026 | 4Filed Jul 2, 2026 |
| Jun 19, 2015Transaction date | Ernie J. GarateixResearch disclosed relationships | SaleSEC code S | Common Stock, par value $0.0001 per share | 3,000 shares | $22.4306 | 48,455 shares | 1,035,955 sharesOwner coverage latest filing Sep 16, 2026 | 4Filed Jun 23, 2015 |
A reported post-transaction position is the balance stated in that historical transaction filing. A current covered position is a separate latest owner/security observation and may reflect later filings or activity. They are shown side by side as evidence points, not as a reconstructed continuous ledger.
Published 10 of 10 source candidates under the current reviewed security-resolution rules.
| Security | Instrument family | Covered positions | Covered value |
|---|---|---|---|
| Common Stock, par value $0.0001 per share | ordinary-share | 2 | $37.12M |
Current holdings: direct positions that the reviewed ownership data can trace to an exact reporting owner, legal security, and current-basis quantity.
Current value: the existing published company-position valuation. This lab does not recalculate security values or infer missing positions.
Transaction evidence: historical flow observations with filing provenance. Reported post-transaction balances and current covered positions are separate evidence points; the lab does not interpolate ownership between them.
Reporting-owner graph: exact reporting-owner CIK relationships across the published company universe. It does not merge people by name or create a complete personal history.
Not included here: a claim of total insider ownership, total personal wealth, institutional 13F ownership, a transaction-value estimate, an insider sentiment score, or an investment recommendation.
This sequence orders only the ownership evidence already published by Grizzly Bulls for the exact reporting-owner relationships above. Transaction rows are ordered by filing date while preserving the separate economic effective date and its basis. Current covered snapshots remain separate latest observations.
The chronology does not interpolate ownership between entries, infer missing activity, pair an amended filing with an assumed parent, infer amendment supersession, or treat a current covered snapshot as proof of continuous ownership.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Sep 16, 2026Latest represented filing date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | Current covered snapshotChief Executive Officer · DirectorValuation observation Sep 25, 2026 | Common Stock, par value $0.0001 per share: 1,035,955 sharesCurrent covered company value: $34.44M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Sep 16, 2026Filed date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | SaleSEC code SEffective Sep 14, 2026 · transaction dateReported units 2,500 shares · reported price 35.254 | Common Stock, par value $0.0001 per shareReported position after transaction: 1,035,955 shares | 4 filing0001607776-26-000020 |
| Sep 8, 2026Filed date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | SaleSEC code SEffective Sep 3, 2026 · transaction dateReported units 2,500 shares · reported price 35.1 | Common Stock, par value $0.0001 per shareReported position after transaction: 1,038,455 shares | 4 filing0001607776-26-000018 |
| Aug 26, 2026Filed date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | SaleSEC code SEffective Aug 24, 2026 · transaction dateReported units 10,000 shares · reported price 34.875 | Common Stock, par value $0.0001 per shareReported position after transaction: 1,040,955 shares | 4 filing0001607776-26-000016 |
| Aug 19, 2026Filed date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | SaleSEC code SEffective Aug 17, 2026 · transaction dateReported units 5,000 shares · reported price 34.31 | Common Stock, par value $0.0001 per shareReported position after transaction: 1,055,955 shares | 4 filing0001607776-26-000014 |
| Aug 19, 2026Filed date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | SaleSEC code SEffective Aug 18, 2026 · transaction dateReported units 5,000 shares · reported price 34.545 | Common Stock, par value $0.0001 per shareReported position after transaction: 1,050,955 shares | 4 filing0001607776-26-000014 |
| Jun 23, 2015Filed date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | SaleSEC code SEffective Jun 19, 2015 · transaction dateReported units 3,000 shares · reported price 22.4306 | Common Stock, par value $0.0001 per shareReported position after transaction: 48,455 shares | 4 filing0001209191-15-055711 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 6 published transaction rows for this exact reporting-owner CIK appear in the chronology.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Sep 11, 2026Latest represented filing date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | Current covered snapshotChief Accounting OfficerValuation observation Sep 25, 2026 | Common Stock, par value $0.0001 per share: 80,623 sharesCurrent covered company value: $2.68M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Sep 11, 2026Filed date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | SaleSEC code SEffective Sep 9, 2026 · transaction dateReported units 6,565 shares · reported price 33.815 | Common Stock, par value $0.0001 per shareReported position after transaction: 80,623 shares | 4 filing0001639407-26-000020 |
| Sep 3, 2026Filed date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | SaleSEC code SEffective Sep 1, 2026 · transaction dateReported units 9,200 shares · reported price 33.9124 | Common Stock, par value $0.0001 per shareReported position after transaction: 87,188 shares | 4 filing0001639407-26-000018 |
| Aug 5, 2026Filed date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | SaleSEC code SEffective Aug 3, 2026 · transaction dateReported units 9,200 shares · reported price 30.031 | Common Stock, par value $0.0001 per shareReported position after transaction: 96,388 shares | 4 filing0001639407-26-000016 |
| Jul 2, 2026Filed date | Heritage Insurance Holdings, Inc. (HRTG)NYSE | SaleSEC code SEffective Jul 1, 2026 · transaction dateReported units 9,200 shares · reported price 26.5753 | Common Stock, par value $0.0001 per shareReported position after transaction: 105,588 shares | 4 filing0001639407-26-000014 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 4 published transaction rows for this exact reporting-owner CIK appear in the chronology.
These handoffs preserve the exact company identities already represented in the reporting-owner graph. My Stocks keeps a listed company in your existing research lists. Research Inbox is a separate company-change update workflow.
Saving a company to My Stocks never enables updates, and opening Research Inbox never subscribes you automatically. Each update remains an explicit company-level opt-in under the existing Research Inbox consent flow.
| Company | Reporting-owner context | Published evidence | Continue research |
|---|---|---|---|
| Heritage Insurance Holdings, Inc. (HRTG)NYSE · Current company | Ernie J. GarateixSEC CIK 00016077767 chronology observationsSharon BinnunSEC CIK 00016394075 chronology observations | 12Published chronology observationsLatest represented evidence Sep 16, 2026 |
These are company-level continuation paths, not reporting-owner subscriptions. Saving or watching one company does not automatically save or watch the other companies connected to the same reporting owner, and it does not create an owner-level alert.
