Heritage (HRTG) Form 144: Proposed Sale $158,986 by Insider

Heritage Insurance Holdings filed a Form 144 reporting a proposed sale of 6,803 common shares with an aggregate market value of $158,986.11, to occur approximately on 10/03/2025 on the NYSE.

Accepted by SEC EDGAR 10/03/2025 - 04:36 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Heritage Insurance Holdings filed a Form 144 reporting a proposed sale of 6,803 common shares with an aggregate market value of $158,986.11, to occur approximately on 10/03/2025 on the NYSE. The filing shows these shares were acquired as restricted stock units on 11/30/2017. The record of recent Rule 10b5-1 activity lists two completed sales by the same seller: 13,197 shares on 10/01/2025 for $326,986.03 and 20,000 shares on 09/12/2025 for $483,374.00. Total shares outstanding are reported as 31,017,570.

FAQ

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

What does the HRTG Form 144 announce?

The filing notifies a proposed sale of 6,803 Heritage common shares valued at $158,986.11, with an approximate sale date of 10/03/2025 on the NYSE.

Who acquired the securities being sold and when?

The securities were acquired as restricted stock units from the issuer on 11/30/2017.

Has the seller recently sold other Heritage (HRTG) shares?

Yes. The filing lists two 10b5-1 sales: 20,000 shares on 09/12/2025 for $483,374.00 and 13,197 shares on 10/01/2025 for $326,986.03.

How large is the proposed sale relative to Heritage's outstanding shares?

The proposed sale of 6,803 shares is out of 31,017,570 shares outstanding as reported in the filing.

On which exchange will the shares be sold?

The filing specifies the New York Stock Exchange (NYSE) as the named securities exchange.

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

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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	0001730226
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	KIRK LUSK
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	6803	158986.11	31017570	10/03/2025	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	11/30/2017	Restricted Stock Units	Issuer			6803	11/30/2017	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 KIRK LUSK 1401 N. Westshore Blvd Tampa FL 33607	Common	10/01/2025	13197	326986.03
10b5-1 Sales for KIRK LUSK 1401 N. Westshore Blvd Tampa FL 33607	Common	09/12/2025	20000	483374.00

144: Remarks and Signature

Remarks	The securities to be sold were acquired upon the vesting of restricted stock units during the period of 11/30/2017 through 3/1/2018.
Date of Notice	10/03/2025
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	06/13/2025
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/ Kirk Lusk
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)