Heritage Insurance (HRTG) Form 144: Sale of 5,000 shares

Heritage Insurance Holdings (HRTG) shareholder filed a Form 144 to sell 5,000 common shares, with an aggregate market value of $151,950, using Morgan Stanley Smith Barney LLC.

Rhea-AI Filing Summary

Heritage Insurance Holdings (HRTG) shareholder filed a Form 144 to sell 5,000 common shares, with an aggregate market value of $151,950, using Morgan Stanley Smith Barney LLC. The filing lists an approximate sale date of 11/12/2025 on the NYSE.

The filer reports prior 3‑month sales: 25,000 shares on 09/15/2025 for $614,250, and 5,000 shares on 11/11/2025 for $145,010.

The 5,000 shares to be sold were acquired on 11/04/2023 through restricted stock vesting under a registered plan.

FAQ

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

What does HRTG’s latest Form 144 disclose?

A shareholder plans to sell 5,000 common shares with an aggregate market value of $151,950, approximately on 11/12/2025 via the NYSE.

Who is the broker for the HRTG Form 144 sale?

The filing lists Morgan Stanley Smith Barney LLC as broker for the planned sale.

How were the 5,000 HRTG shares acquired?

They were acquired on 11/04/2023 through restricted stock vesting under a registered plan.

What prior HRTG share sales were reported in the last 3 months?

Reported sales include 25,000 shares on 09/15/2025 for $614,250 and 5,000 shares on 11/11/2025 for $145,010.

On which exchange will the HRTG shares be sold?

The planned sale is listed for the NYSE.

What class of securities is being sold in the HRTG Form 144?

The filing covers common shares of Heritage Insurance Holdings.

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

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Accepted by SEC EDGAR 11/12/2025 - 05:57 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	0001607776
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	(727) 362-7200
Name of Person for Whose Account the Securities are To Be Sold	ERNESTO J GARATEIX AND YVETTE GARATEIX
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	5000	151950.00	30911435	11/12/2025	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	11/04/2023	Restricted stock vesting under a registered plan	Issuer			5000	11/04/2023	Not Applicable

* 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
ERNESTO J GARATEIX AND YVETTE GARATEIX 1401 N. Westshore Blvd Tampa FL 33607	Common	11/11/2025	5000	145010.00
ERNESTO J GARATEIX 1401 N. Westshore Blvd Tampa FL 33607	Common	09/15/2025	25000	614250.00

144: Remarks and Signature

Remarks
Date of Notice	11/12/2025
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/ Ernesto Garateix
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)