HRTG insider sale: 29,133 shares for $774.6K

HRTG notification: a Form 144 disclosure lists a planned sale of 29,133 shares of Common Stock by Timothy Moura, reported with a sale date of 03/19/2026 and gross proceeds of $774,594.85.

Rhea-AI Filing Summary

HRTG notification: a Form 144 disclosure lists a planned sale of 29,133 shares of Common Stock by Timothy Moura, reported with a sale date of 03/19/2026 and gross proceeds of $774,594.85. The filing also shows 50,490 PSU-related shares with a vesting date of 12/15/2025, and a Common Stock line showing 30,720,918 shares with an as of date of 04/01/2026.

Insights

Securities Compliance Counsel

Form 144 lists an insider sale and related vesting details; compliance steps focus on timing and reporting.

Form 144 is a notice of intent to sell restricted or control securities under Rule 144. The filing identifies a sale of 29,133 shares on 03/19/2026 and records proceeds of $774,594.85, which should align with broker records and any Rule 144 holding-period or volume limitations.

Vesting information for 50,490 PSUs dated 12/15/2025 is listed; subsequent transfers tied to vested PSUs must be reconciled with transfer agent records. Future filings or broker confirmations will clarify completion and proceeds allocation.

Key Figures

Shares sold: 29,133 shares Gross proceeds: $774,594.85 PSUs vesting: 50,490 shares +1 more

4 metrics

Shares sold 29,133 shares sale date 03/19/2026

Gross proceeds $774,594.85 proceeds from 03/19/2026 sale

PSUs vesting 50,490 shares vesting date 12/15/2025

Shares outstanding 30,720,918 shares as of 04/01/2026

Key Terms

Form 144, PSU, Vesting

3 terms

Form 144 regulatory

"Filer Information | 144: Filer Information"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

PSU financial

"Common Stock | 12/15/2025 | PSU | Issuer |"

A PSU is a company where the government owns a controlling stake and often plays a direct role in its management and strategy. Think of it like a business that operates with public oversight, similar to a town-run utility versus a private neighborhood service. Investors watch PSUs differently because government involvement can affect profits, dividend policies, regulatory treatment and stability, so these stocks may behave more like policy instruments than pure market-driven enterprises.

Vesting financial

"12/15/2025 | PSU | Issuer | 50490 | 12/15/2025 | Vesting"

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

FAQ

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

What sale does HRTG's Form 144 show for Timothy Moura?

The Form 144 reports Timothy Moura's sale of 29,133 shares with a sale date of 03/19/2026. The filing lists gross proceeds of $774,594.85, matching the transaction line in the excerpt.

Does the filing show any vested compensation shares for HRTG?

Yes; the excerpt lists 50,490 PSU-related shares with a vesting date of 12/15/2025. The entry is labeled PSU and Vesting in the securities-to-be-sold section.

How many HRTG common shares are shown outstanding in the excerpt?

The excerpt includes a Common Stock line showing 30,720,918 shares with an as of date of 04/01/2026. This appears as the securities information row in the provided content.

Are proceeds or recipients of the sale identified in the Form 144 excerpt?

The excerpt shows gross proceeds of $774,594.85 tied to the reported sale. The filing does not specify net allocation or recipient details beyond the reporting person and amount in the provided text.

What is a Form 144 filing in the context of HRTG?

A Form 144 notifies the SEC of an intended sale of restricted or control securities under Rule 144. The excerpt lists transaction details such as shares, dates, and proceeds for the reported sale.

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

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Accepted by SEC EDGAR 04/01/2026 - 04:51 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	0001808766
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 North Westshore BLVD Tampa FLORIDA 33607
Phone	727-362-7202
Name of Person for Whose Account the Securities are To Be Sold	Timothy Moura
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 Stock	Merrill Lynch 100 Federal Street Boston MA 02110	50490	1271843	30720918	04/01/2026	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 Stock	12/15/2025	PSU	Issuer			50490	12/15/2025	Vesting

* 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
Timothy Moura 1401 North Westshore BLVD Tampa FL 33607	Common	03/19/2026	29133	774594.85

144: Remarks and Signature

Remarks	Selling Pursuant to a 10B5-1
Date of Notice	04/01/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	11/20/2025
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	Timothy Moura
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)