Heritage Insurance exec has 9,516 shares withheld for taxes

Heritage Insurance Holdings, Inc. reported an insider equity transaction by officer Timothy Moura.

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. reported an insider equity transaction by officer Timothy Moura. On 12/15/2025, 9,516 shares of common stock were disposed of at $29.57 per share under transaction code F, which the company explains represents shares withheld to satisfy tax liabilities upon the vesting of previously awarded restricted stock. Following this withholding, Moura beneficially owns 266,618 shares of Heritage common stock in direct form.

Insider Trade Summary

Exercise Price or Tax Liability: 9,516 shares

Exercise Price or Tax Liability 1 txn

Insider Moura Timothy

Role See Remarks

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	9,516	$29.57	$281K

Holdings After Transaction: Common Stock — 266,618 shares (Direct)

Footnotes (1)

1. F1. Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock.

FAQ

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

What insider transaction did Heritage Insurance Holdings (HRTG) report in this Form 4?

The filing reports that officer Timothy Moura had 9,516 shares of Heritage Insurance Holdings common stock disposed of on 12/15/2025 under transaction code F at $29.57 per share.

Why were 9,516 HRTG shares disposed of by the reporting person?

The explanation states that the 9,516 shares represent shares withheld to satisfy tax liability on the vesting of previously awarded restricted stock, rather than an open-market sale.

How many Heritage Insurance Holdings (HRTG) shares does the insider own after this transaction?

After the reported tax withholding transaction, the reporting person beneficially owns 266,618 shares of Heritage Insurance Holdings common stock in direct ownership.

What is the role of the reporting person at Heritage Insurance Holdings (HRTG)?

The filing identifies the reporting person as an officer of Heritage Insurance Holdings and notes in the remarks that he is President, Narragansett Bay Insurance Company.

Was this Heritage Insurance (HRTG) Form 4 filed by one or multiple reporting persons?

The document indicates that the Form 4 is filed by one reporting person, as shown by the checked line for a single filer.

What type of security was involved in the HRTG insider transaction?

The transaction involved common stock of Heritage Insurance Holdings, Inc., with 9,516 shares withheld and 266,618 shares beneficially owned afterward.

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

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Accepted by SEC EDGAR 12/17/2025 - 05:07 PM Learn about SEC filing dates

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).

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)
12/15/2025

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	12/15/2025		F(1)		9,516	D	$29.57	266,618	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 restricted stock.

Remarks:

President, Narragansett Bay Insurance Company

	/s/ Timothy Moura	12/17/2025
	** 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.