Heritage Insurance grants stock awards to officer Johns

JOHNS TIMOTHY E reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

JOHNS TIMOTHY E reported acquisition or exercise transactions in this Form 4 filing.

Heritage Insurance Holdings, Inc. reported that officer Timothy E. Johns received equity awards in the form of common stock. On March 5, 2026, he was granted 764 shares of restricted stock that vest in three installments through December 15, 2028, and 1,835 shares of performance-based restricted stock tied to a performance period from January 1, 2026 to December 31, 2028. The performance-based shares will vest after the performance period, no later than March 30, 2029, and the final number of shares earned can be reduced based on performance results. Following these grants, his directly held common stock increased to 39,526 shares.

Insider Trade Summary

Grant/Award: 2,599 shares

Grant/Award 2 txns

Insider JOHNS TIMOTHY E

Role See Remarks

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	764	$0.00	$0.00
Grant/Award	Common Stock	1,835	$0.00	$0.00

Holdings After Transaction: Common Stock — 39,526 shares (Direct)

Footnotes (2)

1. F1. Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 254 shares on December 15, 2026, 255 shares of December 15, 2027 and 255 shares on December 15, 2028.
2. F2. Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition.

FAQ

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

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

Timothy E. Johns reported receiving equity awards in Heritage Insurance common stock. He was granted 764 restricted shares and 1,835 performance-based restricted shares on March 5, 2026, both at no cash cost, increasing his directly held stake to 39,526 shares overall.

How many Heritage Insurance (HRTG) shares were granted to Timothy E. Johns?

He was granted a total of 2,599 Heritage Insurance common shares. This includes 764 time-vesting restricted shares and 1,835 performance-based restricted shares, both recorded as stock awards rather than open-market purchases, expanding his direct ownership position in the company.

How do the restricted stock awards to HRTG’s Timothy E. Johns vest?

The 764 restricted shares vest in three installments: 254 shares on December 15, 2026, 255 shares on December 15, 2027, and 255 shares on December 15, 2028. These time-based vesting dates spread the award over three consecutive years for the reporting officer.

What are the terms of the performance-based restricted stock granted at HRTG?

The 1,835 performance-based restricted shares have a three-year performance period from January 1, 2026 to December 31, 2028. They will vest after the period, by March 30, 2029, and the number of shares ultimately earned can decrease depending on performance results.

Did Timothy E. Johns pay cash for the acquired HRTG shares?

No cash price was reported for these awards; the Form 4 shows a price per share of 0.0000. The transactions are classified as stock grants or awards, meaning they are part of his compensation rather than open-market stock purchases.

What is Timothy E. Johns’ Heritage Insurance shareholding after these grants?

After the reported March 5, 2026 grants, his direct ownership rose to 39,526 Heritage Insurance common shares. This total reflects both the previously held stock and the newly awarded restricted and performance-based restricted shares recorded in the Form 4 filing.

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

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Accepted by SEC EDGAR 03/09/2026 - 05:32 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^*

JOHNS TIMOTHY E

(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)
	See Remarks

3. Date of Earliest Transaction (Month/Day/Year)
03/05/2026

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	03/05/2026		A		764(1)	A	$0	37,691	D
Common Stock	03/05/2026		A		1,835(2)	A	$0	39,526	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 an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 254 shares on December 15, 2026, 255 shares of December 15, 2027 and 255 shares on December 15, 2028.

2. Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition.

Remarks:

	/s/ Timothy E. Johns	03/09/2026
	** 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.