Heritage Insurance (NYSE: HRTG) CFO sells 10,000 shares, holds 492K

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. (HRTG) reported an insider stock sale by its Chief Financial Officer, Kirk Lusk. On 2026-08-17, he sold 10,000 shares of common stock in an open market or private transaction at a weighted average price of $34.1587 per share, with prices ranging from $33.91 to $34.325 per share. Following this transaction, he directly holds 492,522 shares of Heritage Insurance common stock.

Insider Trade Summary

Net Seller: 10,000 shares

Net Sell 1 txn

Insider Lusk Kirk

Role Chief Financial Officer

Sold 10,000 shs ($342K)

Type	Security	Shares	Price	Value
Sale	Common Stock F1	10,000	$34.1587	$342K

Holdings After Transaction: Common Stock — 492,522 shares (Direct)

Footnotes (1)

1. F1. Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $33.91 to $34.325 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.

Key Figures

Shares sold: 10,000 shares Weighted average sale price: $34.1587 per share Sale price range: $33.91 to $34.325 per share +1 more

4 metrics

Shares sold 10,000 shares Common stock sale by CFO Kirk Lusk on 2026-08-17

Weighted average sale price $34.1587 per share Average price for 10,000 HRTG shares sold on 2026-08-17

Sale price range $33.91 to $34.325 per share Range of individual trade prices within the reported transaction

Shares owned after transaction 492,522 shares Directly held HRTG common stock by CFO Kirk Lusk following the sale

Key Terms

weighted average price, sale in open market or private transaction, beneficially owned

3 terms

weighted average price financial

"Represents the weighted average price of the shares sold."

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

sale in open market or private transaction financial

"transaction_code_description: Sale in open market or private transaction"

beneficially owned financial

"total_shares_following_transaction field reflects shares beneficially owned"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

FAQ

What insider transaction did HRTG disclose for CFO Kirk Lusk?

Heritage Insurance Holdings (HRTG) disclosed that CFO Kirk Lusk sold 10,000 shares of common stock on 2026-08-17. The sale was reported as a sale in open market or private transaction under Form 4, reflecting a routine insider trading disclosure.

At what price did the HRTG CFO sell his shares?

The HRTG CFO’s 10,000-share sale used a weighted average price of $34.1587 per share. A footnote explains that individual sale prices ranged from $33.91 to $34.325 per share, with full price breakdowns available upon request to relevant parties.

How many HRTG shares does CFO Kirk Lusk hold after this sale?

After the reported sale, CFO Kirk Lusk directly holds 492,522 shares of Heritage Insurance Holdings (HRTG) common stock. This post-transaction balance is disclosed in the Form 4 as the total shares beneficially owned following the transaction.

Was the HRTG CFO’s sale under a Rule 10b5-1 trading plan?

The Form 4 for HRTG indicates the Rule 10b5-1 checkbox is not marked, and no footnote states that the trade was made under a 10b5-1 or similar pre-arranged trading plan, so no such plan status is disclosed.

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

The filing states the $34.1587 figure is a weighted average, with actual sale prices between $33.91 and $34.325 per share. The insider offers to provide detailed share counts at each separate price to the SEC staff, issuer, or security holders upon request.

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/19/2026 - 05:01 PM Accepted by SEC EDGAR 08/19/2026 - 05:01 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 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 Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/17/2026

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	08/17/2026		S		10,000	D	$34.1587(1)	492,522	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 price of the shares sold. The prices of the shares sold pursuant to the transaction range from $33.91 to $34.325 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	08/19/2026
	** 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)