Heritage Insurance holder plans $309K stock sale

Heritage Insurance Holdings, Inc. (HRTG) is the issuer of common stock that shareholder Sharon Binnun plans to sell under Rule 144 through Morgan Stanley Smith Barney LLC.

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. (HRTG) is the issuer of common stock that shareholder Sharon Binnun plans to sell under Rule 144 through Morgan Stanley Smith Barney LLC. The notice covers 9,200 shares, with an aggregate market value of $309,304.00, when 29,732,416 shares of common stock were outstanding. The shares relate to restricted stock awards from the issuer and are expected to be sold on the NYSE. Over the prior three months, Binnun reported three separate 10b5‑1 plan sales of 9,200 shares each.

Key Figures

Shares to be sold: 9,200 shares of common stock Aggregate market value of securities to be sold: $309,304.00 Shares outstanding: 29,732,416 shares +3 more

6 metrics

Shares to be sold 9,200 shares of common stock Proposed sale under Rule 144

Aggregate market value of securities to be sold $309,304.00 Value of 9,200 shares covered by the notice

Shares outstanding 29,732,416 shares Common stock outstanding when the notice was prepared

Recent 10b5-1 sale on 08/03/2026 9,200 shares for $276,285.20 Common stock sold under a 10b5-1 plan

Recent 10b5-1 sale on 07/01/2026 9,200 shares for $244,492.76 Common stock sold under a 10b5-1 plan

Recent 10b5-1 sale on 06/22/2026 9,200 shares for $224,102.80 Common stock sold under a 10b5-1 plan

Key Terms

Rule 144, Restricted Stock Awards, 10b5-1

3 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 Awards financial

"Restricted Stock Awards | Issuer"

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 regulatory

"10b5-1 Sales for SHARON BINNUN"

A 10b5-1 plan is a pre-set schedule that lets company insiders buy or sell shares according to written instructions made when they do not possess material, nonpublic information. Think of it as a timed automatic payment for stock trades: it helps insiders avoid accusations of trading on secret information and gives outside investors a clearer signal about whether sales are routine or potentially informative about the company’s prospects.

FAQ

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

What does this Form 144 mean for Heritage Insurance Holdings, Inc. (HRTG)?

It reports that shareholder Sharon Binnun intends to sell 9,200 shares of HRTG common stock under Rule 144 through a broker, providing advance notice of a potential resale of restricted or control securities.

How many Heritage Insurance (HRTG) shares are covered by this Rule 144 notice?

The notice covers the proposed sale of 9,200 shares of Heritage Insurance Holdings, Inc. common stock, tied to restricted stock awards from the issuer.

What is the market value of the HRTG shares to be sold under this Form 144?

The aggregate market value of the 9,200 HRTG shares covered by the notice is reported as $309,304.00.

How many Heritage Insurance (HRTG) shares were outstanding when this notice was filed?

The notice reports that 29,732,416 shares of Heritage Insurance Holdings, Inc. common stock were outstanding, providing context for the relative size of the planned sale.

What recent 10b5-1 sales has Sharon Binnun made of HRTG stock?

Over the past three months, Sharon Binnun reported three 10b5‑1 sales of HRTG common stock: each for 9,200 shares, with total proceeds of $276,285.20, $244,492.76, and $224,102.80, respectively.

What type of HRTG securities are being sold under this Form 144?

The securities are common stock of Heritage Insurance Holdings, Inc., originating from Restricted Stock Awards issued by the company.

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

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Available on EDGAR 09/01/2026 - 04:36 PM EDT Accepted by SEC EDGAR 09/01/2026 - 04:35 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	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	7273627200
Name of Person for Whose Account the Securities are To Be Sold	SHARON 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	9200	309304.00	29732416	09/01/2026	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	03/12/2026	Restricted Stock Awards	Issuer			9200	03/12/2026	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 SHARON BINNUN 1401 N. Westshore Blvd Tampa FL 33607	Common	08/03/2026	9200	276285.20
10b5-1 Sales for SHARON BINNUN 1401 N. Westshore Blvd Tampa FL 33607	Common	07/01/2026	9200	244492.76
10b5-1 Sales for SHARON BINNUN 1401 N. Westshore Blvd Tampa FL 33607	Common	06/22/2026	9200	224102.80

144: Remarks and Signature

Remarks
Date of Notice	09/01/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	12/12/2025
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/ Sharon Binnun
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)