Heritage Trust u/a/d 11/12/2018
CIK 1901019 · View on SEC EDGAR ↗
Insider
First SEC filing: Jan. 3, 2022 · Latest: Jan. 3, 2022
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 4 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Dec. 1, 2025 | APOS | J | 3,000,000 | — | — | 29,629,251 Direct | -9.19% | Disposed | (price as of 2026-08-21) |
| Nov. 1, 2024 | APOS | G | 14,029 | — | — | 32,629,251 Direct | -0.04% | Disposed | (price as of 2026-08-21) |
| Dec. 15, 2023 | APOS | J | 6,000,000 | — | — | 32,643,280 Direct | +22.52% | Acquired | (price as of 2026-08-21) |
| May 27, 2022 | APOS | J | 15,000,000 | — | — | 26,643,280 Direct | +128.83% | Acquired | (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Jan. 3, 2022 | APOS | Common Stock | — | Direct |