Heritage Insurance insider tax withholding on restricted stock

Heritage Insurance Holdings, Inc. reported an insider equity transaction by Timothy E. Johns, President of Zephyr Insurance Company.

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. reported an insider equity transaction by Timothy E. Johns, President of Zephyr Insurance Company. On December 15, 2025, 2,112 shares of Heritage common stock were withheld at a price of $29.57 per share to satisfy tax liabilities arising from the vesting of previously awarded restricted stock. Following this tax withholding, Johns directly beneficially owned 36,927 shares of Heritage common stock.

Insider Trade Summary

Exercise Price or Tax Liability: 2,112 shares

Exercise Price or Tax Liability 1 txn

Insider JOHNS TIMOTHY E

Role See Remarks

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	2,112	$29.57	$62K

Holdings After Transaction: Common Stock — 36,927 shares (Direct)

Footnotes (1)

1. F1. Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock.

FAQ

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

What insider transaction did Heritage Insurance Holdings (HRTG) report?

Heritage Insurance Holdings reported that 2,112 shares of common stock held by executive Timothy E. Johns were withheld to satisfy tax liabilities related to vesting of previously awarded restricted stock.

How many HRTG shares were withheld and at what price?

A total of 2,112 shares of Heritage common stock were withheld at a price of $29.57 per share in the reported transaction.

How many Heritage Insurance Holdings shares does Timothy E. Johns own after the transaction?

After the reported tax withholding transaction, Timothy E. Johns directly beneficially owned 36,927 shares of Heritage Insurance Holdings common stock.

Why were shares of Heritage Insurance Holdings withheld from Timothy E. Johns?

The filing states that the 2,112 shares represent stock withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock.

What is Timothy E. Johns' role in relation to Heritage Insurance Holdings (HRTG)?

The remarks section identifies Timothy E. Johns as President, Zephyr Insurance Company, which is associated with Heritage Insurance Holdings.

When did the reported insider transaction for HRTG occur?

The earliest transaction date reported for this insider activity is December 15, 2025.

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

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Accepted by SEC EDGAR 12/17/2025 - 05:07 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)
12/15/2025

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	12/15/2025		F(1)		2,112	D	$29.57	36,927	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 the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock.

Remarks:

President, Zephyr Insurance Company

	/s/ Timothy E. Johns	12/17/2025
	** 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.