Heritage Insurance (HRTG) CAO sells 9,200 shares under 10b5-1 plan

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun reported an open-market sale of 9,200 shares of common stock at a weighted average price of $28.9949 per share. The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on December 12, 2025.

After this transaction, Binnun directly holds 123,988 shares of Heritage Insurance common stock. The filing notes that individual sale prices ranged from $28.72 to $29.50 per share, and detailed breakdowns are available upon request to the company, a security holder, or the SEC staff.

Insider Trade Summary 10b5-1

Net Seller: 9,200 shares ($266,753)

Net Sell 1 txn

Insider Binnun Sharon

Role Chief Accounting Officer

Sold 9,200 shs ($267K)

Type	Security	Shares	Price	Value
Sale	Common Stock	9,200	$28.9949	$267K

Holdings After Transaction: Common Stock — 123,988 shares (Direct, null)

Footnotes (1)

1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on December 12, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.72 to $29.50 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: 9,200 shares Weighted average price: $28.9949 per share Post-transaction holdings: 123,988 shares +2 more

5 metrics

Shares sold 9,200 shares Open-market sale on May 1, 2026

Weighted average price $28.9949 per share Common stock sale

Post-transaction holdings 123,988 shares Direct ownership after sale

Sale price range $28.72–$29.50 per share Individual trade prices in the transaction

Net shares sold 9,200 shares Net-sell direction in transaction summary

Key Terms

Rule 10b5-1 trading plan, weighted average, Form 4, open-market sale

4 terms

Rule 10b5-1 trading plan regulatory

"The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted"

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

weighted average financial

"Represents the weighted average of the shares sold."

A weighted average is a way of calculating an overall number when some items matter more than others by giving each item a different level of importance, or weight. Investors use weighted averages to combine figures like prices, returns or earnings so the result reflects the size or significance of each part — like grading a class where a final exam counts more than a quiz, producing a score that better represents true performance.

Form 4 regulatory

"The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan"

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.

open-market sale financial

"transaction_action": "open-market sale""

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

Form 4 Insider Transactions: What Each Field Means →

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).

X

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)
05/01/2026

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	05/01/2026		S		9,200(1)	D	$28.9949(2)	123,988	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. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on December 12, 2025.

2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.72 to $29.50 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/ Sharon Binnun	05/05/2026
	** 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)

FAQ

What insider transaction did HRTG Chief Accounting Officer Sharon Binnun report?

Sharon Binnun, Chief Accounting Officer of Heritage Insurance Holdings (HRTG), reported an open-market sale of 9,200 shares of common stock. The weighted average sale price was $28.9949 per share, with individual trades executed within a disclosed price range.

How many HRTG shares does Sharon Binnun hold after this Form 4 sale?

Following the reported sale, Sharon Binnun directly holds 123,988 shares of Heritage Insurance common stock. This post-transaction holding is disclosed in the Form 4 and helps show the scale of the sale relative to her remaining equity position in the company.

Was the HRTG insider sale by Sharon Binnun under a Rule 10b5-1 plan?

Yes. The Form 4 states the sales were effected under a Rule 10b5-1 trading plan adopted on December 12, 2025. Such plans allow pre-scheduled trades, indicating these transactions were arranged in advance rather than timed in response to recent company developments.

What price range did the HRTG shares sell for in Sharon Binnun’s transaction?

The filing reports a weighted average sale price of $28.9949 per share, with individual trades executed between $28.72 and $29.50 per share. The Form 4 notes that detailed information on the number of shares sold at each specific price is available upon request.

How large was Sharon Binnun’s net share disposition in this HRTG Form 4?

The transaction summary lists 9,200 shares sold and no purchases, resulting in a net-sell direction of 9,200 shares. This represents a reduction in her direct holdings, while still leaving her with 123,988 shares of Heritage Insurance common stock afterward.