Heritage Insurance CAO sells 7,893 HRTG shares

Accepted by SEC EDGAR 03/19/2026 - 05:27 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun reported an open-market sale of 7,893 shares of common stock on March 17, 2026 at a weighted average price of $28.348 per share, with individual sale prices ranging from $28.065 to $28.85 per share.

The transactions were executed under a pre-established Rule 10b5-1 trading plan adopted on December 12, 2025, indicating the sales were pre-planned. Following this sale, Binnun directly holds 142,388 shares of Heritage Insurance common stock, suggesting the transaction represents a relatively small portion of her total reported holdings.

Insider Trade Summary 10b5-1

Net Seller: 7,893 shares

Net Sell 1 txn

Insider Binnun Sharon

Role Chief Accounting Officer

Sold 7,893 shs ($224K)

Share of Position Sold 5.3%

Type	Security	Shares	Price	Value
Sale	Common Stock	7,893	$28.348	$224K

Holdings After Transaction: Common Stock — 142,388 shares (Direct)

Holdings Before and After: Common Stock, 150,281 to 142,388 shares (Direct)

Other Insiders: 1 other insider reported open-market sales of this stock in the 30 days up to this filing.

Footnotes (2)

1. F1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on December 12, 2025.
2. F2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.065 to $28.85 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 insider transaction did Heritage Insurance (HRTG) report in this Form 4?

Heritage Insurance reported that Chief Accounting Officer Sharon Binnun sold 7,893 shares of common stock in an open-market transaction at a weighted average price of $28.348 per share. The sale was executed as part of a pre-arranged Rule 10b5-1 trading plan.

Who is Sharon Binnun at Heritage Insurance (HRTG) and what did she do?

Sharon Binnun is the Chief Accounting Officer of Heritage Insurance Holdings, Inc. She reported selling 7,893 shares of the company’s common stock in an open-market transaction, carried out under a previously adopted Rule 10b5-1 trading plan dated December 12, 2025.

How many Heritage Insurance (HRTG) shares were sold and at what prices?

Sharon Binnun sold 7,893 shares of Heritage Insurance common stock at a weighted average price of $28.348 per share. According to the disclosure, the individual trade prices ranged from $28.065 to $28.85 per share across the series of reported sales.

How many Heritage Insurance (HRTG) shares does Sharon Binnun hold after the sale?

After completing the sale, Sharon Binnun directly holds 142,388 shares of Heritage Insurance common stock. This post-transaction balance shows that the 7,893 shares sold represent only a small fraction of her total reported direct holdings in the company.

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

Yes. The filing states that the sales were effected pursuant to a Rule 10b5-1 trading plan adopted on December 12, 2025. Such plans allow insiders to schedule trades in advance, helping separate personal trading decisions from ongoing company-specific developments.

Did the Heritage Insurance (HRTG) Form 4 include any derivative securities?

No derivative securities were reported in this Form 4. The filing lists only a non-derivative transaction in Heritage Insurance common stock, with no options, warrants, or other derivative positions shown in the derivative transaction or derivative holdings sections.

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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)
03/17/2026

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	03/17/2026		S		7,893(1)	D	$28.348(2)	142,388	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 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 $28.065 to $28.85 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	03/19/2026
	** 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)