[144] Heritage Insurance Holdings, Inc. SEC Filing

Rhea-AI Filing Summary

HRTG: A selling stockholder filed a Form 144 to sell 71 shares of common stock through Morgan Stanley Smith Barney, with an approximate sale date of 11/04/2025 on the NYSE.

The 71 shares were acquired as Restricted Stock Units from the issuer on 03/01/2018. The filer also reported recent Rule 10b5-1 sales over the past three months: 20,000 shares on 09/12/2025 for $483,374.00, 13,197 shares on 10/01/2025 for $326,986.03, and 6,803 shares on 10/03/2025 for $164,346.87. Form 144 is a notice of a proposed sale by an affiliate or holder of restricted/controlled securities under Rule 144.

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

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

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

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	71	1649.33	31017570	11/04/2025	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	03/01/2018	Restricted Stock Units	Issuer			71	03/01/2018	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	10/03/2025	6803	164346.87
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

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

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

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What did HRTG’s Form 144 disclose?

A notice to sell 71 shares of common stock via Morgan Stanley Smith Barney on or about 11/04/2025 on the NYSE.

How were the 71 shares to be sold by HRTG’s affiliate acquired?

They were acquired as Restricted Stock Units from the issuer on 03/01/2018.

Which broker is handling the proposed HRTG share sale?

The broker listed is Morgan Stanley Smith Barney LLC Executive Financial Services.

Were there recent 10b5-1 sales disclosed for HRTG?

Yes. 20,000 shares on 09/12/2025 for $483,374.00, 13,197 on 10/01/2025 for $326,986.03, and 6,803 on 10/03/2025 for $164,346.87.

On which exchange is the proposed HRTG sale listed to occur?

The filing names the NYSE as the securities exchange.

What class of securities is involved in HRTG’s Form 144?

The filing covers Common stock.

What is Form 144 used for in relation to HRTG?

It is a notice of intent to sell restricted or control securities under Rule 144.