Heritage Insurance officer plans $125K share sale

Timothy Johns also reported two earlier 3,500-share sales, each identified as a 10b5-1 sale.

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. (HRTG) officer Timothy Johns reported 3,500 common shares to be sold through Morgan Stanley Smith Barney LLC, with an aggregate market value of $125,195 and an approximate sale date of October 19, 2026. The shares were acquired upon vesting of restricted stock awards from December 15, 2023, through March 25, 2026. Johns also reported prior sales of 3,500 shares on August 19, 2026, for $117,864.25 and 3,500 shares on September 18, 2026, for $121,579.15; both were identified as 10b5-1 sales.

Key Figures

Shares to be sold: 3,500 shares Aggregate market value: $125,195 Prior sale shares: 3,500 shares +3 more

6 metrics

Shares to be sold 3,500 shares Common shares listed for sale

Aggregate market value $125,195 Shares listed for sale

Prior sale shares 3,500 shares August 19, 2026

Prior sale value $117,864.25 August 19, 2026

Prior sale shares 3,500 shares September 18, 2026

Prior sale value $121,579.15 September 18, 2026

Key Terms

Rule 144, restricted stock awards, 10b5-1 Sales

3 terms

Rule 144 regulatory

"sales are required by paragraph (e) of Rule 144 to be aggregated"

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 awards financial

"acquired upon the vesting of restricted stock awards"

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 Timothy Johns"

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.

FAQ

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

How many HRTG shares is Officer Timothy Johns proposing to sell?

Timothy Johns, an officer of Heritage Insurance Holdings, Inc., listed 3,500 common shares to be sold, with an aggregate market value of $125,195 and an approximate sale date of October 19, 2026. Morgan Stanley Smith Barney LLC is named as the broker.

What recent HRTG share sales did Timothy Johns report?

Timothy Johns reported sales of 3,500 shares on August 19, 2026, for $117,864.25, and 3,500 shares on September 18, 2026, for $121,579.15. Both were identified as 10b5-1 sales.

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

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Available on EDGAR 10/19/2026 - 04:24 PM EDT Accepted by SEC EDGAR 10/19/2026 - 04:24 PM EDT 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	0001469998
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	TIMOTHY JOHNS
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	3500	125195.00	29732416	10/19/2026	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	12/15/2023	Restricted Stock Awards	Issuer			3500	12/15/2023	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 TIMOTHY JOHNS 1401 N. Westshore Blvd Tampa FL 33607	Common	09/18/2026	3500	121579.15
10b5-1 Sales for TIMOTHY JOHNS 1401 N. Westshore Blvd Tampa FL 33607	Common	08/19/2026	3500	117864.25

144: Remarks and Signature

Remarks	The securities to be sold were acquired upon the vesting of restricted stock awards during the period of 12/15/2023 through 03/25/2026.
Date of Notice	10/19/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	05/20/2026
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/ TIMOTHY JOHNS
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)