Heritage Insurance CFO sells 8,331 shares at $28.21 average

Heritage Insurance Holdings, Inc. reported an insider stock sale by its Chief Financial Officer, Kirk Lusk.

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. reported an insider stock sale by its Chief Financial Officer, Kirk Lusk. On 12/02/2025, he sold 8,331 shares of the company’s common stock at a weighted average price of $28.2085 per share, with individual sale prices ranging from $28.19 to $28.255. After this transaction, he beneficially owns 550,425 shares directly. This type of filing informs investors about share transactions by key executives, which can be relevant when assessing management’s personal exposure to the company’s stock.

Insider Trade Summary

Net Seller: 8,331 shares

Net Sell 1 txn

Insider Lusk Kirk

Role Chief Financial Officer

Sold 8,331 shs ($235K)

Type	Security	Shares	Price	Value
Sale	Common Stock	8,331	$28.2085	$235K

Holdings After Transaction: Common Stock — 550,425 shares (Direct)

Footnotes (1)

1. F1. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $28.19 to $28.255 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.

What did Heritage Insurance Holdings (HRTG) disclose in this Form 4 filing?

The company disclosed that its Chief Financial Officer, Kirk Lusk, sold 8,331 shares of Heritage Insurance Holdings, Inc. common stock on 12/02/2025 and now directly owns 550,425 shares.

How many HRTG shares did the CFO sell and at what price?

CFO Kirk Lusk sold 8,331 shares of Heritage Insurance Holdings, Inc. at a weighted average price of $28.2085 per share, with sale prices ranging from $28.19 to $28.255.

How many Heritage Insurance Holdings (HRTG) shares does the CFO still own?

Following the reported transaction, CFO Kirk Lusk beneficially owns 550,425 shares of Heritage Insurance Holdings, Inc. common stock directly.

When did the insider transaction at Heritage Insurance Holdings (HRTG) occur?

The insider sale of 8,331 shares of Heritage Insurance Holdings, Inc. common stock by CFO Kirk Lusk took place on 12/02/2025.

What does the price range in the HRTG insider sale mean?

The filing states that the $28.2085 figure is a weighted average. The 8,331 shares were sold at individual prices ranging from $28.19 to $28.255 per share, and detailed breakdowns are available upon request from the reporting person.

Who is the reporting person in this Heritage Insurance Holdings (HRTG) Form 4?

The reporting person is Kirk Lusk, who serves as the Chief Financial Officer of Heritage Insurance Holdings, Inc.

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

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Accepted by SEC EDGAR 12/04/2025 - 05:24 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^*

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)
12/02/2025

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	12/02/2025		S		8,331	D	$28.2085(1)	550,425	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 weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $28.19 to $28.255 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	12/04/2025
	** 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.