Welcome to our dedicated page for Heritage Insurance Hldgs SEC filings (Ticker: HRTG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Heritage Insurance Holdings, Inc. filings document the formal disclosure record for a super-regional property and casualty insurance holding company whose common stock trades on the New York Stock Exchange under HRTG. Recent Form 8-K filings furnish quarterly and annual results, preliminary financial updates, Regulation FD conference disclosures, material agreements and board changes.
The definitive proxy statement covers annual meeting matters, director governance and stockholder voting. Capital-structure disclosures include an amended and restated credit agreement with revolving, term-loan and delayed-draw term-loan facilities, alongside registered common stock information shown on periodic 8-K cover pages.
Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock in an open-market transaction at a weighted average price of $26.5753 per share. The sale was executed under a previously adopted Rule 10b5-1 trading plan.
After this transaction, Binnun directly holds 105,588 shares of Heritage Insurance common stock. The trading plan was adopted on December 12, 2025, and the sale prices ranged from $26.245 to $26.97 per share.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice reporting proposed and recent sales of Common Stock tied to Restricted Stock Units. The filing lists a 9200-share lot associated with a 03/12/2026 restricted stock unit grant and two 10b5-1 sale entries by Sharon Binnun on 05/01/2026 (9,200 shares, $266,753.08) and 06/22/2026 (9,200 shares, $224,102.80).
The entries identify Morgan Stanley Smith Barney LLC Executive Financial Services as the broker/dealer and report the transactions under NYSE handling. The filing is a notice of proposed/rescheduled resale activity under Rule 144/10b5-1; it does not state proceeds treatment beyond the reported dollar amounts for the executed 10b5-1 sales.
Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun reported an open-market sale of 9,200 shares of common stock on June 22, 2026 at a weighted-average price of $24.359 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 12, 2025.
Following this sale, Binnun directly holds 114,788 shares of Heritage Insurance common stock. The filing notes that actual sale prices ranged from $24.00 to $24.54 per share, and detailed price breakdowns are available upon request.
Heritage Global, Inc. filing a Rule 144 notice for the proposed sale of 9,200 shares of Common Stock. The broker listed is Morgan Stanley Smith Barney LLC and the filing shows a value of $214,084.00 with a date of 06/22/2026. The filing also records prior 10b5-1 sales of 9,200 shares on 05/01/2026 for $266,753.08 and 9,200 shares on 04/01/2026 for $236,589.04.
Heritage Insurance Holdings director Joseph Vattamattam reported receiving a grant of 2,703 shares of Common Stock. The shares were acquired at a stated price of $0.00 per share as a grant or award, increasing his directly held position to 63,763 shares following the transaction.
Heritage Insurance Holdings director Paul L. Whiting reported routine equity movements involving common stock. On June 11, he made a bona fide gift of 9,662 shares to a 501(c)(3) charitable institution, leaving him with 96,167 directly held shares afterward.
On June 10, Whiting also received a grant or award of 2,703 shares of common stock at no cost, increasing his direct holdings to 105,829 shares at that time. In addition, 20,000 shares are held by Whiting Family, LLC and 40,871 shares are held by Paul & Gail Whiting Investments Limited, entities controlled by Whiting and his spouse, with Whiting disclaiming beneficial ownership except to the extent of his pecuniary interest.
Heritage Insurance Holdings director Irini Barlas reported a compensation-related stock grant on Common Stock. On 2026-06-10, an acquisition coded "A" shows 2,703 shares awarded at $0.0000 per share, classified as a grant, award, or other acquisition held indirectly.
After this award, one indirect account holds 71,022 shares of Common Stock, while a separate indirect holding line shows 6,852 shares. Direct ownership is reported at 12,746 shares. Footnotes state that some indirect shares are held by the Lee M. Barlas and Irini Barlas Living Trust and by Ms. Barlas' spouse.
Apostolou Panagiotis reported acquisition or exercise transactions in this Form 4 filing.
Heritage Insurance Holdings director Panagiotis Apostolou reported a compensation-related stock grant on a recent insider filing. He received 2,703 shares of common stock at a reported price of $0.00 per share, indicating a grant or award rather than an open-market purchase. After this grant, his direct holdings total 169,972 common shares, giving a clearer view of his equity stake in the company.
WIDDICOMBE RICHARD A reported acquisition or exercise transactions in this Form 4 filing.
Heritage Insurance Holdings director and chairman Richard A. Widdicombe received a grant of 2,703 shares of common stock on June 10, 2026 at no cost per share. After this equity award, he directly holds 451,750 shares of Heritage Insurance common stock.
Heritage Insurance Holdings, Inc. reported the results of its annual meeting of stockholders held on June 10, 2026. Stockholders elected six directors to serve until the 2027 annual meeting, including Panagiotis (Pete) Apostolou, Irini Barlas, Ernie Garateix, Joseph Vattamattam, Paul L. Whiting, and Richard Widdicombe.
Stockholders ratified the appointment of Plante & Moran, PLLC as independent registered public accounting firm for the year ending December 31, 2026, with 22,960,126 votes for. They also approved, on an advisory basis, executive compensation and supported holding future say-on-pay votes every one year.