Heritage Insurance officer plans $222K stock sale

Heritage Insurance officer Sharon Ann Binnun plans to sell 6,565 HRTG shares under Rule 144 after several recent 9,200-share monthly sales.

Available on EDGAR 09/09/2026 - 04:26 PM EDT Accepted by SEC EDGAR 09/09/2026 - 04:25 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. (HRTG) had an officer, Sharon Ann Binnun, file a Rule 144 notice covering the planned sale of 6,565 shares of common stock through Morgan Stanley Smith Barney LLC. The shares relate to restricted stock vesting under a registered plan on March 5, 2026, with an indicated market value of $221,995.48 as of September 9, 2026.

The notice also lists prior open-market sales by Sharon Ann Binnun over the past three months: 9,200 shares on each of June 22, July 1, August 1, and September 1, 2026, for aggregate proceeds of $224,102.80, $244,205.22, $275,997.00, and $311,705.15, respectively.

Key Figures

Shares planned for sale: 6,565 shares Market value of planned sale: $221,995.48 Sale on September 1, 2026: 9,200 shares; $311,705.15 +3 more

6 metrics

Shares planned for sale 6,565 shares Common stock covered by the Form 144 notice

Market value of planned sale $221,995.48 Approximate market value of 6,565 shares as of September 9, 2026

Sale on September 1, 2026 9,200 shares; $311,705.15 Common stock sold by Sharon Ann Binnun

Sale on August 1, 2026 9,200 shares; $275,997.00 Common stock sold by Sharon Ann Binnun

Sale on July 1, 2026 9,200 shares; $244,205.22 Common stock sold by Sharon Ann Binnun

Sale on June 22, 2026 9,200 shares; $224,102.80 Common stock sold by Sharon Ann Binnun

Key Terms

Rule 144, Restricted Stock, Registered Plan, Executive Financial Services

4 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Restricted Stock financial

"Restricted Stock Vesting Under a Registered Plan"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

Registered Plan financial

"Restricted Stock Vesting Under a Registered Plan"

A registered plan is a savings or investment account that a government recognizes for special tax treatment and rules, such as limits on how much you can put in and conditions for withdrawals. For investors it matters because those rules change how much of your gains are taxed, how quickly your money can be accessed and what strategies make sense — like a labeled jar that gives tax breaks but comes with rules about when and how you can take the money out.

Executive Financial Services financial

"Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza"

FAQ

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

What does the Form 144 filing disclose for HRTG?

The filing discloses that officer Sharon Ann Binnun intends to sell 6,565 shares of Heritage Insurance Holdings, Inc. common stock under Rule 144, with an indicated market value of $221,995.48 as of September 9, 2026.

How many HRTG shares is Sharon Ann Binnun planning to sell?

Sharon Ann Binnun plans to sell 6,565 shares of HRTG common stock. These shares are tied to restricted stock vesting under a registered plan on March 5, 2026, and are to be sold through Morgan Stanley Smith Barney LLC.

What recent HRTG share sales by Sharon Ann Binnun are reported?

The notice lists four recent sales of 9,200 HRTG shares each on June 22, July 1, August 1, and September 1, 2026, with proceeds of $224,102.80, $244,205.22, $275,997.00, and $311,705.15, respectively.

What is the approximate market value of the HRTG shares to be sold?

The 6,565 shares of Heritage Insurance common stock covered by the notice have an approximate market value of $221,995.48 as of September 9, 2026, according to the Form 144 data.

Through which broker will the HRTG shares be sold under this Form 144?

The planned sale of 6,565 HRTG shares is to be executed through Morgan Stanley Smith Barney LLC Executive Financial Services, located at 1 New York Plaza, New York, NY, as stated in the Form 144 securities information.

What is the source of the HRTG shares being sold by Sharon Ann Binnun?

The Form 144 states that the 6,565 shares of HRTG common stock arise from "Restricted Stock Vesting Under a Registered Plan" on March 5, 2026, with the issuer identified as Heritage Insurance Holdings, Inc.

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	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	(727) 362-7200
Name of Person for Whose Account the Securities are To Be Sold	SHARON ANN 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	6565	221995.48	29732416	09/09/2026	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	03/05/2026	Restricted Stock Vesting Under a Registered Plan	Issuer			6565	03/05/2026	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
Sharon Ann Binnun 1401 N. Westshore Blvd Tampa FL 33607	hrtg	09/01/2026	9200	311705.15
Sharon Ann Binnun 1401 N. Westshore Blvd Tampa FL 33607	hrtg	08/01/2026	9200	275997.00
Sharon Ann Binnun 1401 N. Westshore Blvd Tampa FL 33607	hrtg	07/01/2026	9200	244205.22
Binnun Sharon 1401 N. Westshore Blvd Tampa FL 33607	Common	06/22/2026	9200	224102.80

144: Remarks and Signature

Remarks
Date of Notice	09/09/2026
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)