Heritage insider plans sale of 7,000 HRTG shares under Rule 144

Heritage Insurance Holdings (HRTG) insider plans additional stock sales under Rule 144.

Rhea-AI Filing Summary

Heritage Insurance Holdings (HRTG) insider plans additional stock sales under Rule 144. A holder has filed a notice to sell 7,000 shares of HRTG common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $198,537.39. The filing notes that 30,911,435 shares of common stock were outstanding.

The shares to be sold were acquired partly from 3,050 restricted shares that vested on 11/04/2023 under a registered plan and 3,950 shares bought in the open market in November 2024. The filer also reports multiple sales of common stock over the past three months, including 25,000 shares sold on 09/15/2025 for $614,250 and several smaller transactions in September, October, and November 2025.

FAQ

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

What does the Form 144 filing for HRTG disclose?

The Form 144 discloses an insider’s intention to sell 7,000 shares of HRTG common stock with an aggregate market value of $198,537.39 through a broker on the NYSE.

How many Heritage Insurance (HRTG) shares are outstanding in this filing?

The filing states that 30,911,435 shares of HRTG common stock were outstanding when the notice was prepared.

How were the HRTG shares being sold under Form 144 acquired?

Of the 7,000 shares, 3,050 came from restricted stock vesting on 11/04/2023 under a registered plan, and 3,950 were acquired via an open market purchase in November 2024.

Which broker is handling the planned HRTG share sale?

The notice lists Morgan Stanley Smith Barney LLC Executive Financial Services, based at 1 New York Plaza, New York, as the broker for the 7,000-share sale on the NYSE.

What recent sales of HRTG stock does the Form 144 report?

Over the past three months, the filer reports several HRTG common stock sales, including 25,000 shares sold on 09/15/2025 for $614,250.00 and multiple additional sales ranging from hundreds to thousands of shares in September, October, and November 2025.

What does the Form 144 signer represent about information on HRTG?

By signing the notice, the person for whose account the securities are sold represents that they do not know any material adverse information about HRTG’s current or prospective operations that has not been publicly disclosed.

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

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Accepted by SEC EDGAR 12/09/2025 - 04:29 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 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	7000	198537.39	30911435	12/09/2025	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			3050	11/04/2023	Not Applicable
Common	11/11/2024	Open Market Purchase	Open Market			3950	11/12/2024	Cash

* 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 Garateiz and Yvette Garateix 1401 N. Westshore Blvd Tampa FL 33607	Common	11/20/2025	7467	200922.76
Ernesto Garateix IRA 1401 N. Westshore Blvd Tampa FL 33607	Common	11/20/2025	867	23212.04
ERNESTO J GARATEIX AND YVETTE GARATEIX 1401 N. Westshore Blvd Tampa FL 33607	Common	11/13/2025	5000	153850.00
ERNESTO J GARATEIX AND YVETTE GARATEIX 1401 N. Westshore Blvd Tampa FL 33607	Common	11/12/2025	5000	151950.00
ERNESTO J GARATEIX AND YVETTE GARATEIX 1401 N. Westshore Blvd Tampa FL 33607	Common	11/11/2025	5000	145010.00
Ernesto Garateix IRA 1401 N. Westshore Blvd Tampa FL 33607	Common	10/20/2025	867	19867.10
Ernesto Garateix and Yvette Garateix 1401 N. Westshore Blvd Tampa FL 33607	Common	10/20/2025	7467	171595.37
Ernesto Garateix and Yvette Garateix 1401 N. Westshore Blvd Tampa FL 33607	Common	09/22/2025	7467	202172.73
Ernesto Garateix IRA 1401 N. Westshore Blvd Tampa FL 33607	Common	09/22/2025	867	24456.62
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	12/09/2025
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)