Heritage Insurance (HRTG) officer awarded restricted and performance-based stock

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. officer Timothy Moura reported acquiring company stock through two equity awards. He received 4,337 shares of restricted stock, which vest in three equal installments on December 15, 2026, 2027, and 2028. He was also granted 16,262 shares of performance-based restricted stock with a performance period from January 1, 2026 to December 31, 2028, vesting after that period but no later than March 30, 2029. The final number of performance-based shares earned can decrease depending on the company’s performance against the stated condition.

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
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Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Moura Timothy

(Last) (First) (Middle)

C/O HERITAGE INSURANCE HOLDINGS, INC.

1401 N WESTSHORE BLVD

(Street)

TAMPA FL 33607

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
Heritage Insurance Holdings, Inc. [ HRTG ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	See Remarks

3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/05/2026		A		4,337(1)	A	$0	270,955	D
Common Stock	03/05/2026		A		16,262(2)	A	$0	287,217	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 1,445 shares on December 15, 2026, 1,446 shares of December 15, 2027 and 1,446 shares on December 15, 2028.

2. Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition.

Remarks:

	/s/ Timothy Moura	03/09/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did HRTG officer Timothy Moura report on this Form 4?

Timothy Moura reported acquiring shares of Heritage Insurance Holdings common stock through equity awards. The filing shows grants of time-based restricted stock and performance-based restricted stock, both awarded at no cash cost as part of his compensation package.

How many restricted stock shares did Timothy Moura receive from Heritage Insurance (HRTG)?

He received an award of 4,337 shares of restricted stock. These shares do not vest immediately; instead, they are scheduled to vest in three installments over three years, providing long-term alignment with Heritage Insurance Holdings’ future performance.

What is the vesting schedule for Timothy Moura’s 4,337 restricted HRTG shares?

The 4,337 restricted shares vest in three installments. Heritage Insurance will vest 1,445 shares on December 15, 2026, 1,446 shares on December 15, 2027, and 1,446 shares on December 15, 2028, assuming continued service and conditions are satisfied.

What performance-based restricted stock award did Timothy Moura receive from HRTG?

He received 16,262 shares of performance-based restricted stock from Heritage Insurance Holdings. These shares are tied to a three-year performance period, and the number ultimately earned can be reduced depending on how the performance condition is achieved.

When is the performance period for Timothy Moura’s HRTG performance-based restricted stock?

The performance period runs from January 1, 2026 through December 31, 2028. After this three-year period ends, the award will vest based on results, but no later than March 30, 2029, according to the Form 4 footnotes.

Can the number of performance-based HRTG shares Timothy Moura earns be adjusted?

Yes, the number of performance-based restricted shares he ultimately earns can decrease. The filing states that final shares earned after the January 2026–December 2028 performance period depend on the results of the specified performance condition for Heritage Insurance.