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  4. [Form 4] Heritage Insurance Holdings, Inc. Insider Trading Activity

Heritage Insurance (HRTG) officer sells 50,490 shares, holds 160,045

Filing Impact
(Very High)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. officer Timothy Moura sold 50,490 shares of Common Stock in open‑market trades. The sales occurred on April 1 and 2, 2026 at weighted average prices of $25.7762, $26.2106, $25.1341, and $26.0788 per share.

The transactions were made under a previously adopted Rule 10b5-1 trading plan dated November 25, 2025. Following these sales, Moura directly holds 160,045 shares of Heritage Insurance common stock.

Positive

  • None.

Negative

  • None.

Insights

Officer’s pre-planned stock sales appear routine relative to remaining holdings.

Timothy Moura, an officer of Heritage Insurance Holdings, Inc., sold a total of 50,490 shares of common stock in four open-market transactions on April 1–2, 2026, at weighted average prices in the mid‑$20s.

The filing shows these transactions were executed under a Rule 10b5-1 trading plan adopted on November 25, 2025, indicating they were pre-scheduled rather than reactive to short-term developments. After the sales, Moura continues to hold 160,045 shares directly, suggesting these dispositions represent only a portion of his position.

From an investment perspective, pre-planned sales by a single officer, with substantial remaining ownership, typically carry limited informational value. Subsequent company filings may provide broader business updates that matter more for assessing HRTG than this individual trading activity.

Insider Moura Timothy
Role See Remarks
Sold 50,490 shs ($1.30M)
Type Security Shares Price Value
Sale Common Stock 8,444 $25.1341 $212K
Sale Common Stock 16,325 $26.0788 $426K
Sale Common Stock 24,619 $25.7762 $635K
Sale Common Stock 1,102 $26.2106 $29K
Holdings After Transaction: Common Stock — 176,370 shares (Direct)
Footnotes (1)
  1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.18 to $26.1732 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. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.1808 to $26.24 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. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $24.55 to $25.5376 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. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.6391 to $26.2961 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.
Total shares sold 50,490 shares Aggregate open-market sales reported in this Form 4
Shares remaining 160,045 shares Direct holdings after the last reported sale
Sale price (Apr 1, 2026 tranche 1) $25.7762 per share Weighted average price for 24,619-share sale
Sale price (Apr 1, 2026 tranche 2) $26.2106 per share Weighted average price for 1,102-share sale
Sale price (Apr 2, 2026 tranche 1) $25.1341 per share Weighted average price for 8,444-share sale
Sale price (Apr 2, 2026 tranche 2) $26.0788 per share Weighted average price for 16,325-share sale
Price range (one tranche) $24.55–$25.5376 per share Footnote F4 range for grouped executions
Price range (one tranche) $25.6391–$26.2961 per share Footnote F5 range for grouped executions
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 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.
Form 4 regulatory
"The sales reported on this Form 4 were effected"
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.
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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*
Moura Timothy
(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
See Remarks
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock04/01/2026S24,619(1)D$25.7762(2)185,916D
Common Stock04/01/2026S1,102(1)D$26.2106(3)184,814D
Common Stock04/02/2026S8,444(1)D$25.1341(4)176,370D
Common Stock04/02/2026S16,325(1)D$26.0788(5)160,045D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount 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 on November 25, 2025.
2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.18 to $26.1732 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.
3. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.1808 to $26.24 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.
4. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $24.55 to $25.5376 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.
5. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.6391 to $26.2961 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 - Narragansett Bay Insurance Company
/s/ Timothy Moura04/03/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR

FAQ

What did Heritage Insurance (HRTG) officer Timothy Moura report in this Form 4?

Timothy Moura, an officer of Heritage Insurance Holdings, Inc. (HRTG), reported selling a total of 50,490 shares of common stock. The open-market transactions occurred on April 1 and 2, 2026, at weighted average prices in the mid‑$20s per share.

At what prices did Timothy Moura sell HRTG shares in early April 2026?

The filing shows weighted average sale prices of $25.7762 and $26.2106 per share on April 1, 2026, and $25.1341 and $26.0788 per share on April 2, 2026. Each figure reflects grouped executions within stated price ranges.

How many Heritage Insurance (HRTG) shares does Timothy Moura still own after these sales?

After the reported transactions, Timothy Moura directly holds 160,045 shares of Heritage Insurance common stock. This post-transaction amount is disclosed in the Form 4 and indicates he retains a significant direct equity stake following the April 2026 open-market sales.

Were Timothy Moura’s April 2026 HRTG stock sales under a Rule 10b5-1 plan?

Yes. A footnote states the sales were effected under a Rule 10b5-1 trading plan adopted on November 25, 2025. Such plans pre-schedule trades, meaning the timing of these April 2026 sales was determined in advance rather than chosen opportunistically.

How many total Heritage Insurance (HRTG) shares did Moura sell in this Form 4?

According to the Form 4 transaction summary, Moura sold 50,490 shares of Heritage Insurance common stock across four open-market transactions. All were coded as “S” for sale, with no reported option exercises, gifts, or tax-withholding dispositions in this filing.

Do the Form 4 footnotes give more detail on HRTG sale prices for Moura’s trades?

Yes. Several footnotes explain that reported prices are weighted averages, with individual sale prices ranging from $24.55 to $26.2961 per share. The Form 4 notes Moura can provide full breakdowns of share counts at each separate price upon request.