Heritage Insurance (HRTG) CAO sale under 10b5-1 plan

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock on August 3, 2026, at a weighted average price of $30.0310 per share, with sale prices ranging from $29.70 to $30.22, pursuant to a Rule 10b5-1 trading plan adopted on December 12, 2025. Following this sale, she directly owns 96,388 shares.

Insider Trade Summary 10b5-1

Net Seller: 9,200 shares

Net Sell 1 txn

Insider Binnun Sharon

Role Chief Accounting Officer

Sold 9,200 shs ($276K)

Type	Security	Shares	Price	Value
Sale	Common Stock F1, F2	9,200	$30.031	$276K

Holdings After Transaction: Common Stock — 96,388 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 December 12, 2025.
2. F2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $29.70 to $30.22 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: 9,200 shares Sale price (weighted average): $30.0310 per share Sale price range: $29.70–$30.22 per share +1 more

4 metrics

Shares sold 9,200 shares Non-derivative common stock sale on August 3, 2026

Sale price (weighted average) $30.0310 per share Weighted average price for shares sold on August 3, 2026

Sale price range $29.70–$30.22 per share Range of prices for the reported sale transactions

Shares owned after transaction 96,388 shares Directly owned Heritage Insurance common shares following the sale

Key Terms

Rule 10b5-1 trading plan, weighted average, open market or private transaction

3 terms

Rule 10b5-1 trading plan financial

"The sales reported ... 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 or private transaction financial

"Sale in open market or private transaction"

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 08/05/2026 - 05:27 PM Accepted by SEC EDGAR 08/05/2026 - 05:26 PM Learn about SEC filing dates

FAQ

What insider transaction did HRTG's Chief Accounting Officer report?

Heritage Insurance CAO Sharon Binnun reported selling 9,200 common shares on August 3, 2026. The Form 4 shows a non-derivative sale at a weighted average price of $30.0310 per share, leaving her with 96,388 directly owned shares afterward.

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

Yes. The filing states the sales were effected under a Rule 10b5-1 trading plan adopted by Sharon Binnun on December 12, 2025. Such pre-arranged plans allow insiders to schedule trades in advance under predefined conditions.

At what price were the HRTG shares sold by Sharon Binnun?

The reported sale used a $30.0310 weighted average price per share. A footnote explains actual transaction prices ranged from $29.70 to $30.22 per share, and detailed price breakdowns are available upon request from the reporting person.

How many Heritage Insurance (HRTG) shares does Sharon Binnun hold after the sale?

After the reported transaction, Sharon Binnun directly owns 96,388 shares of Heritage Insurance common stock. This post-transaction holding figure is disclosed in the Form 4 as her direct ownership position following the 9,200-share sale.

Does the HRTG Form 4 report any derivative security transactions?

No. The Form 4 describes only a non-derivative common stock sale totaling 9,200 shares. The derivative section of the filing contains no entries, indicating no options, warrants, or other derivative securities were reported in this particular filing.

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^*

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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Accounting Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/03/2026

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	08/03/2026		S		9,200(1)	D	$30.031(2)	96,388	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 December 12, 2025.

2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $29.70 to $30.22 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 Binnun	08/05/2026
	** 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)