HRTG CFO sells 20,000 shares via 10b5-1 plan at about $24

Heritage Insurance (HRTG) disclosed insider sales by CFO Kirk Lusk.

Accepted by SEC EDGAR 11/06/2025 - 05:13 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Heritage Insurance (HRTG) disclosed insider sales by CFO Kirk Lusk. He sold a total of 20,000 shares across two transactions: 71 shares at $24.00 on 11/04/2025 and 19,929 shares at a weighted average price of $24.1764 on 11/05/2025, with sale prices ranging from $24.00 to $24.54. The filing states the trades were made pursuant to a previously adopted Rule 10b5-1 trading plan.

Following these transactions, Lusk held 558,756 shares directly.

Insider Trade Summary

Net Seller: 20,000 shares

Net Sell 2 txns

Insider Lusk Kirk

Role Chief Financial Officer

Sold 20,000 shs ($484K)

Share of Position Sold 3.5%

Type	Security	Shares	Price	Value
Sale	Common Stock	19,929	$24.1764	$482K
Sale	Common Stock	71	$24.00	$2K

Holdings After Transaction: Common Stock — 558,756 shares (Direct)

Holdings Before and After: Common Stock, 578,756 to 558,756 shares (Direct)

Other Insiders: 2 other insiders reported open-market sales of this stock in the 30 days up to this filing.

Footnotes (2)

1. F1. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.
2. F2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $24.00 to $24.54 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

FAQ

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

How many shares did HRTG's CFO sell?

He sold 20,000 shares in total: 71 shares at $24.00 on 11/04/2025 and 19,929 shares on 11/05/2025 at a weighted average of $24.1764.

What price range were the HRTG shares sold at?

The filing reports sales in a range of $24.00 to $24.54 per share.

Was the HRTG insider sale under a Rule 10b5-1 plan?

Yes. The sales were effected pursuant to a previously adopted Rule 10b5-1 trading plan.

What is the CFO’s remaining direct ownership in HRTG after the sales?

Following the reported transactions, he directly owned 558,756 shares.

On what dates did the HRTG CFO sell shares?

Sales occurred on 11/04/2025 and 11/05/2025.

Who is the reporting person and role at HRTG?

The reporting person is Kirk Lusk, serving as Chief Financial Officer.

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

Form 4 Insider Transactions: What Each Field Means →

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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
Estimated average burden
hours per response:			0.5

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

X

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^*

Lusk Kirk

(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)
	Chief Financial Officer

3. Date of Earliest Transaction (Month/Day/Year)
11/04/2025

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	11/04/2025		S		71(1)	D	$24	578,685	D
Common Stock	11/05/2025		S		19,929(1)	D	$24.1764(2)	558,756	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. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person.

2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $24.00 to $24.54 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Remarks:

	/s/ Kirk Lusk	11/06/2025
	** 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.