Director Irini Barlas receives 2,703-share stock grant in Heritage Insurance (HRTG)

Rhea-AI Filing Summary

Heritage Insurance Holdings director Irini Barlas reported a compensation-related stock grant on Common Stock. On 2026-06-10, an acquisition coded "A" shows 2,703 shares awarded at $0.0000 per share, classified as a grant, award, or other acquisition held indirectly.

After this award, one indirect account holds 71,022 shares of Common Stock, while a separate indirect holding line shows 6,852 shares. Direct ownership is reported at 12,746 shares. Footnotes state that some indirect shares are held by the Lee M. Barlas and Irini Barlas Living Trust and by Ms. Barlas' spouse.

Insider Trade Summary

3 transactions reported

Mixed 3 txns

Insider Barlas Irini

Role null

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	2,703	$0.00	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 71,022 shares (Indirect, See Footnote); Common Stock — 12,746 shares (Direct, null)

Footnotes (1)

1. Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust. Shares of common stock reported on this line are held by Ms. Barlas' spouse.

Key Figures

Stock grant: 2,703 shares Grant price: $0.0000 per share Indirect holding (trust/spouse account): 71,022 shares +2 more

5 metrics

Stock grant 2,703 shares Common Stock grant coded "A" on 2026-06-10

Grant price $0.0000 per share Price for 2,703-share acquisition coded as grant/award

Indirect holding (trust/spouse account) 71,022 shares Indirect Common Stock ownership after grant on one line

Additional indirect holding 6,852 shares Separate indirect Common Stock holding line reported

Direct holding 12,746 shares Direct Common Stock ownership after reported transactions

Key Terms

Grant, award, or other acquisition, indirect ownership, Common Stock, Form 4, +1 more

5 terms

Grant, award, or other acquisition financial

"transaction_code_description: "Grant, award, or other acquisition""

indirect ownership financial

"ownership_type: "indirect" with nature_of_ownership marked "See Footnote""

Common Stock financial

"security_title: "Common Stock" for all reported holdings"

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.

Form 4 regulatory

"INSIDER FILING DATA (Form 4)"

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.

transaction code A financial

"transaction_code: "A" for the 2,703-share acquisition"

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Available on EDGAR 06/12/2026 - 04:56 PM Accepted by SEC EDGAR 06/12/2026 - 04:55 PM Learn about SEC filing dates

FAQ

What insider transaction did Irini Barlas report for Heritage Insurance Holdings (HRTG)?

Director Irini Barlas reported a compensation-related acquisition of 2,703 shares of Heritage Insurance Holdings Common Stock. The transaction is coded "A" as a grant, award, or other acquisition, with a stated price of $0.0000 per share and is held indirectly.

How many Heritage Insurance Holdings (HRTG) shares did Irini Barlas hold indirectly after the grant?

Following the 2,703-share grant, one indirect ownership line shows 71,022 Heritage Insurance Holdings Common Stock shares. Additional indirect holdings of 6,852 shares and separate direct holdings are also reported, reflecting multiple ownership accounts associated with the reporting person.

Does the Form 4 for Heritage Insurance (HRTG) show any insider share sales by Irini Barlas?

The Form 4 does not report any open-market sales for Irini Barlas. It shows one acquisition coded "A" for 2,703 shares as a grant or award, plus holding entries that update reported direct and indirect ownership positions in Heritage Insurance Holdings Common Stock.

How many Heritage Insurance Holdings (HRTG) shares does Irini Barlas hold directly after the reported transactions?

The filing reports that Irini Barlas directly owns 12,746 shares of Heritage Insurance Holdings Common Stock after the transactions. This direct position is separate from the indirect holdings reported through a trust and through her spouse, which are disclosed on different lines.

What entities hold the indirect Heritage Insurance (HRTG) shares reported for Irini Barlas?

Footnotes state that some common stock is held by the Lee M. Barlas and Irini Barlas Living Trust and some by Ms. Barlas’ spouse. These positions are reported as indirect ownership, indicating the shares reside in related accounts rather than in her direct personal name.

Is the 2,703-share acquisition by Irini Barlas in HRTG an open-market purchase?

No, the 2,703-share transaction is coded "A" for grant, award, or other acquisition at $0.0000 per share. This indicates a compensation-related award or similar non-market acquisition of Heritage Insurance Holdings Common Stock, rather than an open-market purchase on an exchange.

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^*

Barlas Irini

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/10/2026

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	06/10/2026		A		2,703	A	$0	71,022	I	See Footnote(1)
Common Stock								12,746	D
Common Stock								6,852	I	See Footnote(2)

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. Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust.

2. Shares of common stock reported on this line are held by Ms. Barlas' spouse.

Remarks:

	/s/ Irini Barlas	06/12/2026
	** 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)