Heritage Insurance (NYSE: HRTG) insider sale under 10b5-1 plan

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. (HRTG) officer Timothy E. Johns, President of subsidiary Zephyr Insurance Company, reported selling 3,500 shares of Common Stock on August 19, 2026 in an open-market transaction. The weighted average sale price was $33.6755 per share, with prices ranging from $33.39 to $33.93 per share. Following this sale, he directly holds 25,438 shares of Heritage Insurance Holdings, Inc. common stock. The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2026.

Insider Trade Summary 10b5-1

Net Seller: 3,500 shares

Net Sell 1 txn

Insider JOHNS TIMOTHY E

Role See Remarks

Sold 3,500 shs ($118K)

Type	Security	Shares	Price	Value
Sale	Common Stock F1, F2	3,500	$33.6755	$118K

Holdings After Transaction: Common Stock — 25,438 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 May 20, 2026.
2. F2. Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $33.39 to $33.93 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: 3,500 shares of Common Stock Weighted average sale price: $33.6755 per share Sale price range: $33.39 to $33.93 per share +2 more

5 metrics

Shares sold 3,500 shares of Common Stock Open-market sale on August 19, 2026

Weighted average sale price $33.6755 per share Sale of 3,500 shares on August 19, 2026

Sale price range $33.39 to $33.93 per share Prices of shares sold in the August 19, 2026 transaction

Shares owned after transaction 25,438 shares Direct holdings of Timothy E. Johns following the reported sale

Net shares sold (Form 4 summary) 3,500 shares Net-sell direction in transaction summary

Key Terms

Rule 10b5-1 trading plan, weighted average price, Common Stock

3 terms

Rule 10b5-1 trading plan regulatory

"The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan"

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 price financial

"Represents the weighted average price of the shares sold."

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

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

What insider transaction did HRTG report for Timothy E. Johns?

Heritage Insurance Holdings, Inc. reported that Timothy E. Johns sold 3,500 shares of its Common Stock on August 19, 2026 in an open-market transaction, pursuant to a Rule 10b5-1 trading plan.

At what price did Timothy E. Johns sell HRTG shares?

The reported weighted average sale price was $33.6755 per share, with individual trades executed in a range from $33.39 to $33.93 per Heritage Insurance Holdings, Inc. share.

How many HRTG shares does Timothy E. Johns own after this sale?

After the reported sale, Timothy E. Johns directly owns 25,438 shares of Heritage Insurance Holdings, Inc. Common Stock.

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

Yes. The sale of 3,500 shares by Timothy E. Johns was effected pursuant to a Rule 10b5-1 trading plan that he previously adopted on May 20, 2026.

What role does Timothy E. Johns have in relation to HRTG?

Timothy E. Johns is identified as President, Zephyr Insurance Company, which is a subsidiary of Heritage Insurance Holdings, Inc. (HRTG).

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

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/21/2026 - 05:02 PM Accepted by SEC EDGAR 08/21/2026 - 05:02 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).

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^*

JOHNS TIMOTHY E

(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)
	See Remarks

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/19/2026

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	08/19/2026		S		3,500(1)	D	$33.6755(2)	25,438	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 May 20, 2026.

2. Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $33.39 to $33.93 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:

President, Zephyr Insurance Company

	/s/ Timothy E. Johns	08/21/2026
	** 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)