Heritage Insurance Holdings CAO has shares withheld for taxes

Heritage Insurance Holdings, Inc. reported an insider stock transaction by its chief accounting officer, Sharon Binnun.

Accepted by SEC EDGAR 12/17/2025 - 05:06 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. reported an insider stock transaction by its chief accounting officer, Sharon Binnun. On 12/15/2025, 4,635 shares of common stock were disposed of at $29.57 per share, recorded as shares withheld to satisfy tax liability on the vesting of previously awarded restricted stock.

After this non-derivative transaction, Binnun directly beneficially owns 171,371 shares of Heritage Insurance common stock.

Insider Trade Summary

Exercise Price or Tax Liability: 4,635 shares

Exercise Price or Tax Liability 1 txn

Insider Binnun Sharon

Role Chief Accounting Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	4,635	$29.57	$137K

Holdings After Transaction: Common Stock — 171,371 shares (Direct)

Holdings Before and After: Common Stock, 176,006 to 171,371 shares (Direct)

Footnotes (1)

1. F1. Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock.

FAQ

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

What insider stock transaction did Heritage Insurance (HRTG) report?

Heritage Insurance reported that its chief accounting officer had 4,635 shares of common stock disposed of on 12/15/2025 at $29.57 per share.

Why were 4,635 Heritage Insurance (HRTG) shares disposed of?

The 4,635 shares represent stock that was withheld to satisfy tax liability on the vesting of previously awarded restricted stock.

How many Heritage Insurance (HRTG) shares does the insider own after the transaction?

Following the reported transaction, the insider directly beneficially owns 171,371 shares of Heritage Insurance common stock.

Who is the reporting person in this Heritage Insurance (HRTG) insider filing?

The reporting person is Sharon Binnun, who serves as an officer of the company with the title Chief Accounting Officer.

Does this Heritage Insurance (HRTG) report include any derivative securities?

No. The report’s Table II for derivative securities shows no entries, indicating no derivative securities were reported in this transaction.

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

Form 4 Insider Transactions: What Each Field Means →

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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).

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 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 Accounting Officer

3. Date of Earliest Transaction (Month/Day/Year)
12/15/2025

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	12/15/2025		F(1)		4,635	D	$29.57	171,371	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 shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock.

Remarks:

	/s/ Sharon Binnun	12/17/2025
	** 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.