Heritage director buys 16,000 company shares

Heritage Insurance Holdings director Paul L. Whiting reported open-market purchases of a total of 16,000 shares of common stock on May 19, 2026.

Rhea-AI Filing Summary

Heritage Insurance Holdings director Paul L. Whiting reported open-market purchases of a total of 16,000 shares of common stock on May 19, 2026. He bought 1,000 shares at $24.45 per share and 15,000 shares at $23.50 per share.

After these purchases, Whiting directly owns 103,126 shares of Heritage common stock. The filing also shows indirect holdings of 20,000 shares owned by Whiting Family, LLC and 40,871 shares owned by Paul & Gail Whiting Investments Limited, entities he and his spouse control. He disclaims beneficial ownership of those indirect shares except to the extent of his pecuniary interest.

Insider Trade Summary

Net Buyer: 16,000 shares

Net Buy 4 txns

Insider WHITING PAUL L

Role Director

Bought 16,000 shs ($377K)

Type	Security	Shares	Price	Value
Purchase	Common Stock	15,000	$23.50	$353K
Purchase	Common Stock	1,000	$24.45	$24K
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 103,126 shares (Direct); Common Stock — 60,871 shares (Indirect, See Footnote)

Footnotes (3)

1. F1. Represents the weighted average of the shares purchased. The prices of the shares purchased pursuant to the transaction range from $23.33 to $23.79 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 purchased at each separate price.
2. F2. These shares are owned by Whiting Family, LLC, which is controlled by the Reporting Person and his spouse. The Reporting Person disclaims beneficial ownership of the shares held by Whiting Family, LLC except to the extent of his pecuniary interest therein.
3. F3. These shares are owned by Paul & Gail Whiting Investments Limited, which is controlled by the Reporting Person and his spouse. The Reporting Person disclaims beneficial ownership of the shares held by Paul & Gail Whiting Investments Limited except to the extent of his pecuniary interest therein.

Key Figures

Total shares purchased: 16,000 shares Purchase price (1,000 shares): $24.45 per share Purchase price (15,000 shares): $23.50 per share +3 more

6 metrics

Total shares purchased 16,000 shares Open-market common stock purchases on May 19, 2026

Purchase price (1,000 shares) $24.45 per share Open-market buy of 1,000 common shares

Purchase price (15,000 shares) $23.50 per share Open-market buy of 15,000 common shares

Direct holdings after transaction 103,126 shares Common stock directly owned by Paul L. Whiting

Indirect holdings via Whiting Family, LLC 20,000 shares Common stock held by Whiting Family, LLC

Indirect holdings via Paul & Gail Whiting Investments Limited 40,871 shares Common stock held by Paul & Gail Whiting Investments Limited

Key Terms

open-market purchase, beneficial ownership, pecuniary interest, indirect ownership

4 terms

open-market purchase financial

"transaction_action: "open-market purchase" for common stock buys"

An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.

beneficial ownership financial

"The Reporting Person disclaims beneficial ownership of the shares held by Whiting Family, LLC"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

pecuniary interest financial

"except to the extent of his pecuniary interest therein"

indirect ownership financial

"These shares are owned by Whiting Family, LLC, which is controlled by the Reporting Person"

FAQ

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

What insider transaction did HRTG director Paul L. Whiting report?

Paul L. Whiting reported buying 16,000 Heritage Insurance Holdings common shares in open-market transactions. He purchased 1,000 shares at $24.45 and 15,000 shares at $23.50, all on May 19, 2026, increasing his direct ownership stake in the company.

At what prices did Paul L. Whiting buy HRTG stock on May 19, 2026?

Whiting bought 1,000 Heritage Insurance Holdings shares at $24.45 per share and 15,000 shares at $23.50 per share. A related footnote notes a weighted-average purchase price range between $23.33 and $23.79 per share for the reported transaction group.

How many Heritage Insurance (HRTG) shares does Paul L. Whiting now own directly?

Following the reported purchases, Whiting directly owns 103,126 shares of Heritage Insurance common stock. This direct holding reflects his personal ownership, separate from additional indirect interests reported through family-controlled investment entities in the same Form 4 filing.

What indirect HRTG holdings are reported for Paul L. Whiting?

The filing shows 20,000 Heritage Insurance shares held by Whiting Family, LLC and 40,871 shares held by Paul & Gail Whiting Investments Limited. Both entities are controlled by Whiting and his spouse, and he disclaims beneficial ownership except for his pecuniary interest.

Does Paul L. Whiting disclaim beneficial ownership of any HRTG shares?

Yes. He disclaims beneficial ownership of shares held by Whiting Family, LLC and Paul & Gail Whiting Investments Limited, except to the extent of his pecuniary interest. These entities collectively hold 60,871 Heritage Insurance shares reported as indirect ownership positions.

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

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Accepted by SEC EDGAR 05/20/2026 - 04:58 PM Learn about SEC filing dates

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^*

WHITING PAUL L

(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)
05/19/2026

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	05/19/2026		P		15,000	A	$23.5(1)	102,126	D
Common Stock	05/19/2026		P		1,000	A	$24.45	103,126	D
Common Stock								40,871	I	See Footnote(2)
Common Stock								20,000	I	See Footnote(3)

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 weighted average of the shares purchased. The prices of the shares purchased pursuant to the transaction range from $23.33 to $23.79 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 purchased at each separate price.

2. These shares are owned by Whiting Family, LLC, which is controlled by the Reporting Person and his spouse. The Reporting Person disclaims beneficial ownership of the shares held by Whiting Family, LLC except to the extent of his pecuniary interest therein.

3. These shares are owned by Paul & Gail Whiting Investments Limited, which is controlled by the Reporting Person and his spouse. The Reporting Person disclaims beneficial ownership of the shares held by Paul & Gail Whiting Investments Limited except to the extent of his pecuniary interest therein.

Remarks:

	/s/ Paul L. Whiting	05/20/2026
	** 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)