Heritage Insurance (HRTG) officer has 47,549 shares withheld for tax obligations

Rhea-AI Filing Summary

Heritage Insurance Holdings officer Timothy Moura reported a routine tax-related share disposition. On the vesting of previously awarded performance-based restricted stock, 47,549 shares of common stock were withheld at $28.14 per share to satisfy tax liabilities. After this withholding, Moura directly holds 239,668 common shares, so the filing reflects compensation-related tax treatment rather than an open-market stock sale.

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

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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)
03/12/2026

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	03/12/2026		F(1)		47,549	D	$28.14	239,668	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 the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock.

Remarks:

President - Narragansett Bay Insurance Company

	/s/ Timothy Moura	03/16/2026
	** 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).
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FAQ

What did Heritage Insurance (HRTG) officer Timothy Moura report in this Form 4?

Timothy Moura reported a tax-related share disposition. The company withheld 47,549 common shares to cover tax liabilities arising from the vesting of previously awarded performance-based restricted stock, rather than an open-market sale of shares.

How many Heritage Insurance (HRTG) shares were withheld for taxes in Moura’s filing?

The filing shows 47,549 shares of Heritage Insurance common stock were withheld. These shares covered tax liabilities triggered when Moura’s performance-based restricted stock vested, a standard mechanism for handling compensation-related tax obligations.

What price per share was used for the tax withholding in HRTG’s Form 4?

The tax withholding used a price of $28.14 per Heritage Insurance share. This price applies to the 47,549 shares withheld to cover taxes when previously awarded performance-based restricted stock vested for officer Timothy Moura.

How many Heritage Insurance (HRTG) shares does Timothy Moura hold after this transaction?

After the tax withholding, Timothy Moura directly holds 239,668 common shares of Heritage Insurance. This remaining stake indicates the transaction was limited in size relative to his overall position and tied to equity compensation vesting.

Was the Heritage Insurance (HRTG) Form 4 an open-market sale by Timothy Moura?

No, the Form 4 reflects tax withholding, not an open-market sale. Shares were withheld by the issuer to satisfy Moura’s tax liability on vesting performance-based restricted stock, a routine administrative step for equity compensation.