Heritage Insurance (HRTG) director receives 2,703-share stock grant in Form 4

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Heritage Insurance Holdings director Joseph Vattamattam reported receiving a grant of 2,703 shares of Common Stock. The shares were acquired at a stated price of $0.00 per share as a grant or award, increasing his directly held position to 63,763 shares following the transaction.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Vattamattam Joseph

Role null

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	2,703	$0.00	--

Holdings After Transaction: Common Stock — 63,763 shares (Direct, null)

Footnotes (1)

Key Figures

Shares granted: 2,703 shares Grant price: $0.00 per share Shares owned after: 63,763 shares +2 more

5 metrics

Shares granted 2,703 shares Common Stock grant coded as acquisition (A)

Grant price $0.00 per share Stated transaction price for the award

Shares owned after 63,763 shares Total Common Stock directly held post-transaction

Transaction code A Grant, award, or other acquisition of securities

Transaction date 2026-06-10 Date of the reported Common Stock award

Key Terms

Form 4, Common Stock, transaction code "A", grant, award, or other acquisition, +1 more

5 terms

Form 4 regulatory

"INSIDER FILING DATA (Form 4):"

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.

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.

transaction code "A" regulatory

""transaction_code": "A""

grant, award, or other acquisition financial

""transaction_code_description": "Grant, award, or other acquisition""

beneficially owns regulatory

"beneficially owns 63,763 shares of Heritage Insurance Common Stock directly"

Beneficially owns means a person or entity enjoys the economic benefits and control of a security even if the legal title or registration is held in another name. Think of it like having the keys and profits from a car that is registered to a friend: you use it, benefit from it, and make decisions about it even though the official paperwork lists someone else. For investors, this matters because it reveals who truly controls shares, affects voting power, potential conflicts of interest, and regulatory disclosure obligations.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 06/12/2026 - 04:56 PM Accepted by SEC EDGAR 06/12/2026 - 04:56 PM

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^*

Vattamattam Joseph

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/10/2026

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	06/10/2026		A		2,703	A	$0	63,763	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

Remarks:

	/s/ Joseph Vattamattam	06/12/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Heritage Insurance (HRTG) report for Joseph Vattamattam?

Heritage Insurance reported that director Joseph Vattamattam received a grant of 2,703 shares of Common Stock. The award was recorded at a price of $0.00 per share, reflecting a compensation-related acquisition rather than an open-market purchase or sale.

How many Heritage Insurance (HRTG) shares does Joseph Vattamattam hold after this Form 4?

After the reported grant, Joseph Vattamattam beneficially owns 63,763 shares of Heritage Insurance Common Stock directly. This total includes the newly awarded 2,703 shares and represents his updated post-transaction holdings as disclosed in the Form 4 filing.

Was the Heritage Insurance (HRTG) Form 4 transaction an open-market buy or sell?

The Form 4 transaction for Heritage Insurance was not an open-market buy or sell. It is coded as “A,” indicating a grant, award, or other acquisition of 2,703 shares, received at a stated price of $0.00 per share as part of compensation or a similar arrangement.

What does transaction code "A" mean in the Heritage Insurance (HRTG) Form 4?

Transaction code “A” in the Heritage Insurance Form 4 denotes a grant, award, or other acquisition of securities. In this case, it reflects 2,703 shares of Common Stock awarded to director Joseph Vattamattam, rather than shares bought on the open market or sold to third parties.

Did the Heritage Insurance (HRTG) Form 4 include any derivative securities activity?

The Form 4 for Heritage Insurance did not report any derivative securities activity. The filing shows a single non-derivative transaction: a grant of 2,703 shares of Common Stock, with no options, warrants, or other derivative instruments listed in the derivative summary section.