STOCK TITAN

Heritage Insurance (HRTG) accounting chief sells 9,200 shares via 10b5-1 plan

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun reported an open-market sale of 9,200 shares of common stock on June 22, 2026 at a weighted-average price of $24.359 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 12, 2025.

Following this sale, Binnun directly holds 114,788 shares of Heritage Insurance common stock. The filing notes that actual sale prices ranged from $24.00 to $24.54 per share, and detailed price breakdowns are available upon request.

Positive

  • None.

Negative

  • None.
Insider Binnun Sharon
Role Chief Accounting Officer
Sold 9,200 shs ($224K)
Type Security Shares Price Value
Sale Common Stock 9,200 $24.359 $224K
Holdings After Transaction: Common Stock — 114,788 shares (Direct, null)
Footnotes (1)
  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 December 12, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $24.00 to $24.54 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.
Shares sold 9,200 shares Open-market sale on June 22, 2026
Average sale price $24.359 per share Weighted-average price for reported sale
Post-transaction holdings 114,788 shares Direct ownership after the sale
Sale price range $24.00–$24.54 per share Range of prices for individual trades
10b5-1 plan adoption date December 12, 2025 Plan governing the reported trades
Transaction code S Open-market or private sale of non-derivative common stock
Form 4 regulatory
"The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan"
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.
Rule 10b5-1 trading plan regulatory
"were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person"
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.
beneficial ownership financial
"provide ... full information regarding the number of shares sold at each separate price"
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.
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Learn about SEC filing dates
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*
Binnun Sharon

(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)
Chief Accounting Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/22/2026
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 Stock06/22/2026S9,200(1)D$24.359(2)114,788D
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 by the Reporting Person on December 12, 2025.
2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $24.00 to $24.54 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:
/s/ Sharon Binnun06/24/2026
** 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)

FAQ

What insider transaction did HRTG’s Sharon Binnun report?

Sharon Binnun reported selling 9,200 shares of Heritage Insurance common stock in an open-market transaction. The weighted-average sale price was $24.359 per share, with individual trades ranging from $24.00 to $24.54, all executed on June 22, 2026.

Does Sharon Binnun still own HRTG shares after this Form 4 sale?

Yes. After selling 9,200 shares, Sharon Binnun directly holds 114,788 shares of Heritage Insurance common stock. This remaining position is disclosed in the Form 4 as her total direct ownership immediately following the reported open-market sale.

Was the HRTG insider sale by Sharon Binnun under a Rule 10b5-1 plan?

Yes. The Form 4 states the sales were executed under a Rule 10b5-1 trading plan that Sharon Binnun previously adopted on December 12, 2025. Such plans pre-schedule trades, reducing the significance of trade timing as an informational signal.

What price range did HRTG shares sell for in Sharon Binnun’s transaction?

The Form 4 notes a weighted-average sale price of $24.359 per share, with individual trades executed between $24.00 and $24.54 per share. Detailed information on the number of shares sold at each price level is available upon request from the reporting person.

What role does Sharon Binnun hold at Heritage Insurance (HRTG)?

Sharon Binnun serves as Chief Accounting Officer of Heritage Insurance Holdings, Inc. This officer status is disclosed in the Form 4, which identifies her as an officer rather than a director or ten percent beneficial owner of the company’s common stock.