Heritage Insurance insider plans 9,200-share stock sale

Heritage Insurance Holdings, Inc. (HRTG) reporting person Sharon Binnun has filed a notice to sell 9,200 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services.

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. (HRTG) reporting person Sharon Binnun has filed a notice to sell 9,200 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The filing lists an aggregate market value of $270,204.00 for these shares and shows 30,349,925 shares of common stock outstanding, with an approximate sale date of 08/03/2026.

The shares relate to Restricted Stock Awards dated 03/12/2026. Over the prior three months, Binnun effected two Rule 10b5-1 plan sales of common stock: 9,200 shares on 06/22/2026 for $224,102.80 and 9,200 shares on 07/01/2026 for $244,492.76.

Key Figures

Planned shares to be sold: 9,200 shares Aggregate market value of planned sale: $270,204.00 Shares outstanding: 30,349,925 shares +3 more

6 metrics

Planned shares to be sold 9,200 shares Common stock proposed for sale by Sharon Binnun

Aggregate market value of planned sale $270,204.00 Value associated with the 9,200 shares to be sold

Shares outstanding 30,349,925 shares Common shares outstanding for Heritage Insurance Holdings, Inc.

10b5-1 sale 06/22/2026 9,200 shares for $224,102.80 Recent Rule 10b5-1 sale of common stock

10b5-1 sale 07/01/2026 9,200 shares for $244,492.76 Subsequent Rule 10b5-1 sale of common stock

Approximate sale date 08/03/2026 Planned timing for the Form 144 sale

Key Terms

Form 144, Restricted Stock Awards, 10b5-1 Sales, Common

4 terms

Form 144 regulatory

"Filer Information | | | 144: Filer Information"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Restricted Stock Awards financial

"Common | 03/12/2026 | Restricted Stock Awards | Issuer"

Restricted stock awards are company shares given to employees or executives that cannot be sold or transferred until certain conditions — like staying with the company for a set time or meeting performance targets — are met, like a gift that is locked in a safe until rules are satisfied. Investors care because these awards tie management’s pay to company performance, can increase the number of shares outstanding when they become tradable (dilution), and may signal expected future selling pressure or commitment to long-term growth.

10b5-1 Sales regulatory

"10b5-1 Sales for SHARON BINNUN 1401 N. Westshore Blvd"

10b5-1 sales are pre-arranged stock-trading plans that let company insiders automatically buy or sell shares according to a fixed schedule or formula, even if they later learn confidential information. Think of it as setting up an automatic thermostat for trades: it creates a clear, documented path that can protect insiders from insider-trading accusations and gives investors a signal about predictable insider activity—though it can also simply be a way for insiders to diversify or raise cash.

Common financial

"Common | Morgan Stanley Smith Barney LLC Executive"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 144 filing by HRTG insider Sharon Binnun report?

The filing reports a proposed sale of 9,200 shares of HRTG common stock by Sharon Binnun, with an aggregate market value of $270,204.00, and identifies Morgan Stanley Smith Barney LLC as the broker.

How many HRTG shares does Sharon Binnun plan to sell under this Form 144?

She plans to sell 9,200 shares of HRTG common stock. The notice references these as relating to Restricted Stock Awards and indicates an approximate sale date of 08/03/2026.

What were Sharon Binnun’s recent 10b5-1 sales of HRTG stock?

Over the past three months, she executed two 10b5-1 sales: 9,200 shares on 06/22/2026 for $224,102.80 and 9,200 shares on 07/01/2026 for $244,492.76, both in HRTG common stock.

What aggregate market value is assigned to the HRTG shares in the planned sale?

The planned sale of 9,200 shares of HRTG common stock is listed with an aggregate market value of $270,204.00, based on the information in the Form 144 filing.

How many HRTG common shares are shown as outstanding in this Form 144?

The Form 144 shows 30,349,925 HRTG common shares outstanding. This figure provides context for the issuer’s total equity base and is separate from the 9,200 shares planned for sale.

What type of HRTG equity award is associated with the Form 144 shares?

The shares to be sold are associated with Restricted Stock Awards dated 03/12/2026. These awards represent equity-based compensation in the form of HRTG common stock subject to vesting or other conditions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/03/2026 - 04:19 PM Accepted by SEC EDGAR 08/03/2026 - 04:18 PM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001639407
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	Heritage Insurance Holdings, Inc.
SEC File Number	001-36462
Address of Issuer	1401 N. Westshore Blvd Tampa FLORIDA 33607
Phone	7273627200
Name of Person for Whose Account the Securities are To Be Sold	SHARON BINNUN
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	9200	270204.00	30349925	08/03/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	03/12/2026	Restricted Stock Awards	Issuer			9200	03/12/2026	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
10b5-1 Sales for SHARON BINNUN 1401 N. Westshore Blvd Tampa FL 33607	Common	07/01/2026	9200	244492.76
10b5-1 Sales for SHARON BINNUN 1401 N. Westshore Blvd Tampa FL 33607	Common	06/22/2026	9200	224102.80

144: Remarks and Signature

Remarks
Date of Notice	08/03/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	12/12/2025
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Sharon Binnun
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)