Heritage Insurance CAO sells 9,200 HRTG shares

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock in an open-market transaction at a weighted average price of $26.5753 per share.

Accepted by SEC EDGAR 07/02/2026 - 05:00 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock in an open-market transaction at a weighted average price of $26.5753 per share. The sale was executed under a previously adopted Rule 10b5-1 trading plan.

After this transaction, Binnun directly holds 105,588 shares of Heritage Insurance common stock. The trading plan was adopted on December 12, 2025, and the sale prices ranged from $26.245 to $26.97 per share.

Insider Trade Summary 10b5-1

Net Seller: 9,200 shares

Net Sell 1 txn

Insider Binnun Sharon

Role Chief Accounting Officer

Sold 9,200 shs ($244K)

Share of Position Sold 8.0%

Type	Security	Shares	Price	Value
Sale	Common Stock	9,200	$26.5753	$244K

Holdings After Transaction: Common Stock — 105,588 shares (Direct)

Holdings Before and After: Common Stock, 114,788 to 105,588 shares (Direct)

Footnotes (2)

1. F1. 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. F2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.245 to $26.97 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 Average sale price: $26.5753 per share Post-transaction holdings: 105,588 shares +2 more

5 metrics

Shares sold 9,200 shares Open-market sale on 2026-07-01

Average sale price $26.5753 per share Weighted average for reported sale

Post-transaction holdings 105,588 shares Shares directly held after sale

Price range $26.245 to $26.97 per share Range of execution prices within the sale

Net shares sold 9,200 shares Net buy/sell direction reported as net-sell

Key Terms

Rule 10b5-1 trading plan, weighted average, open-market sale, Common Stock

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.

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.

Common Stock financial

""security_title": "Common Stock""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

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

What insider transaction did HRTG report for Sharon Binnun?

Heritage Insurance’s Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock. The sale was an open-market transaction executed under a previously adopted Rule 10b5-1 trading plan, indicating it was pre-scheduled rather than a spontaneous market-timing decision.

At what price did HRTG’s Chief Accounting Officer sell shares?

Sharon Binnun sold 9,200 Heritage Insurance shares at a weighted average price of $26.5753. The individual sale prices ranged from $26.245 to $26.97 per share, reflecting multiple trade executions grouped into a single reported transaction.

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

Following the reported sale, Sharon Binnun directly holds 105,588 shares of Heritage Insurance common stock. This post-transaction balance provides context that the sale represents only a portion of her total reported equity position in the company.

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

Yes. The filing states the sales were effected pursuant to a Rule 10b5-1 trading plan adopted on December 12, 2025. Such plans pre-schedule trades, which can reduce the significance of the timing as a signal of insider sentiment.

What type of security was involved in the latest HRTG Form 4?

The transaction involved Heritage Insurance Holdings common stock, classified as a non-derivative security. No options or other derivative securities were reported, and the filing shows no remaining derivative positions for the reporting person.

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

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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)
07/01/2026

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	07/01/2026		S		9,200(1)	D	$26.5753(2)	105,588	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 $26.245 to $26.97 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	07/02/2026
	** 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)