SCHEDULE: Hyer Family Group Amends Heritage Insurance Stake
Amendment to Beneficial Ownership Report
Raymond T. Hyer and affiliated entities disclose a 7.03% beneficial ownership stake in Heritage Insurance Holdings, Inc. common stock.
Summary
- Raymond T. Hyer, The Kathleen Hays Hyer Revocable Trust, and Hyer Family Partnership, LLC (collectively, the "Reporting Persons") have jointly filed an Amendment No. 5 to Schedule 13G.
- As of June 30, 2025, the Reporting Persons collectively beneficially own 2,179,263 shares of Heritage Insurance Holdings, Inc. common stock.
- This aggregate ownership represents 7.03% of the issuer's common stock outstanding.
- The percentage is calculated based on 30,993,270 shares of common stock outstanding as of May 9, 2025.
- Raymond T. Hyer holds sole voting and dispositive power over 2,059,263 shares and shared voting and dispositive power over 120,000 shares, totaling 2,179,263 shares (7.03%).
- The Kathleen Hays Hyer Revocable Trust holds sole voting and dispositive power over 100,000 shares (0.32%).
- Hyer Family Partnership, LLC holds shared voting and dispositive power over 120,000 shares (0.39%).
- The Reporting Persons have certified that the securities were not acquired or held for the purpose of changing or influencing control of the issuer.
Sentiment
Score: 5
Explanation: A Schedule 13G filing is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the company's performance or outlook.
Future Outlook
NA
Industry Context
This filing is a standard disclosure of beneficial ownership by a passive investor group in an insurance holding company. It does not provide specific insights into broader industry trends or competitive positioning beyond the ownership structure.
Stakeholder Impact
- Shareholders: Provides transparency regarding significant ownership stakes by a passive investor group, which can influence perceptions of stability and long-term interest in the company.
Key Dates
| Date | Description |
|---|---|
| 2025-05-09 | Date as of which the total outstanding shares of common stock (30,993,270) were reported. |
| 2025-06-30 | Date of event which requires filing of this statement (beneficial ownership reporting date). |
| 2025-08-04 | Signature date of the Schedule 13G/A filing. |
Keywords
Heritage Insurance Holdings, HRTG, Beneficial Ownership, Schedule 13G, Common Stock, Institutional Ownership, SEC Filing, Raymond T. Hyer, Hyer Family Partnership
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