Heritage Insurance CAO sells 6,565 shares

Heritage Insurance’s chief accounting officer sold a small portion of her directly held HRTG shares and continues to hold over eighty thousand shares.

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. (HRTG) reports that Chief Accounting Officer Sharon Binnun sold 6,565 shares of common stock on September 9, 2026 in a sale in the open market or a private transaction at $33.815 per share. After this transaction, she directly holds 80,623 shares of Heritage common stock. No Rule 10b5-1 trading plan is indicated for this sale.

Insider Trade Summary

Net Seller: 6,565 shares

Net Sell 1 txn

Insider Binnun Sharon

Role Chief Accounting Officer

Sold 6,565 shs ($222K)

Type	Security	Shares	Price	Value
Sale	Common Stock	6,565	$33.815	$222K

Holdings After Transaction: Common Stock — 80,623 shares (Direct)

Key Figures

Shares sold: 6,565 shares Sale price per share: $33.815 per share Shares held after transaction: 80,623 shares +1 more

4 metrics

Shares sold 6,565 shares Common stock sold by Chief Accounting Officer on September 9, 2026

Sale price per share $33.815 per share Price for the 6,565 HRTG shares sold on September 9, 2026

Shares held after transaction 80,623 shares Directly owned HRTG common stock by Sharon Binnun following the sale

Net shares sold in filing 6,565 shares Net buy/sell shares across all reported transactions in this Form 4

Key Terms

Rule 10b5-1, open market, Form 4

3 terms

Rule 10b5-1 regulatory

"No Rule 10b5-1 trading plan is indicated for this sale"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

open market market

"Sale in open market or private transaction"

An open market is a system where buying and selling of goods, services, or financial assets happen freely without restrictions or special controls. For investors, it means they can trade assets easily and quickly, which helps determine fair prices based on supply and demand. This environment encourages transparency and competition, making it easier to buy or sell with confidence.

Form 4 regulatory

"according to the Form 4 filing"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

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

What insider transaction did HRTG report for Sharon Binnun?

Heritage Insurance Holdings reported that Chief Accounting Officer Sharon Binnun sold 6,565 shares of common stock on September 9, 2026 in a sale in the open market or a private transaction at $33.815 per share.

How many HRTG shares does Sharon Binnun hold after this sale?

After the September 9, 2026 transaction, Sharon Binnun directly holds 80,623 shares of Heritage Insurance Holdings common stock, according to the Form 4 filing.

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

No. The filing indicates the Rule 10b5-1 checkbox is not affirmed, meaning the reported sale by Sharon Binnun was not disclosed as being made under a Rule 10b5-1 trading plan.

What price did the HRTG insider receive for the shares sold?

The Form 4 shows that the 6,565 Heritage Insurance Holdings shares were sold at a price of $33.815 per share on September 9, 2026.

Is the HRTG insider transaction a buy or a sell?

The reported insider transaction is a sale. Sharon Binnun disposed of 6,565 shares of Heritage Insurance Holdings common stock, as indicated by the transaction code for a sale in the open market or a private transaction.

Does the Form 4 show any derivative transactions for HRTG?

No. The derivative section of the filing is empty, and the transaction summary indicates no derivative exercises or derivative transactions were reported for this Form 4.

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

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Available on EDGAR 09/11/2026 - 05:20 PM Accepted by SEC EDGAR 09/11/2026 - 05:19 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^*

Binnun Sharon

(Last) (First) (Middle)

C/O HERITAGE INSURANCE HOLDINGS, INC.

1401 N WESTSHORE BLVD

(Street)

TAMPA FLORIDA 33607

(City) (State) (Zip)

UNITED STATES

(Country)

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 Accounting Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/09/2026

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

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

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

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	09/09/2026		S		6,565	D	$33.815	80,623	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:

Remarks:

	/s/ Sharon Binnun	09/11/2026
	** 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.
* Form 4: SEC 1474 (03-26)