Heritage Insurance accounting chief sells $312K

Heritage Insurance Holdings’ chief accounting officer sold 9,200 shares under a pre-arranged Rule 10b5-1 trading plan and retained 87,188 shares afterward.

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. (HRTG) reported that Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock on September 1, 2026 at a weighted average price of $33.91 per share, with individual sale prices ranging from $33.63 to $34.31 per share.

The transaction, valued at approximately $311,994, was carried out pursuant to a Rule 10b5-1 trading plan that Sharon Binnun previously adopted on December 12, 2025, and she held 87,188 shares of Heritage Insurance Holdings, Inc. common stock directly after the sale.

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 ($312K)

Type	Security	Shares	Price	Value
Sale	Common Stock F1, F2	9,200	$33.9124	$312K

Holdings After Transaction: Common Stock — 87,188 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 price of the shares sold. The prices of the shares sold pursuant to the transaction range from $33.63 to $34.31 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 Weighted average sale price: $33.91 per share Sale price range: $33.63–$34.31 per share +4 more

7 metrics

Shares sold 9,200 shares Common stock sale by Chief Accounting Officer on September 1, 2026

Weighted average sale price $33.91 per share Average price for the 9,200 shares of common stock sold

Sale price range $33.63–$34.31 per share Range of individual prices for the shares sold

Approximate transaction value $311,994 Estimated total value of 9,200 shares sold at the weighted average price

Shares owned after transaction 87,188 shares Direct holdings of common stock by Sharon Binnun after the sale

Rule 10b5-1 plan adoption date December 12, 2025 Date the trading plan governing the reported sale was adopted

Number of sale transactions reported 1 transaction Single non-derivative sale of common stock reported in this filing

Key Terms

Rule 10b5-1 trading plan, weighted average price

2 terms

Rule 10b5-1 trading plan regulatory

"The sales reported on this Form 4 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 price financial

"Represents the weighted average price of the shares sold."

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

FAQ

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

What insider transaction did HRTG report for Chief Accounting Officer Sharon Binnun?

Heritage Insurance Holdings, Inc. reported that Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock on September 1, 2026 in a planned transaction under a Rule 10b5-1 trading plan, and held 87,188 shares afterward.

At what price did the HRTG shares sell in Sharon Binnun’s September 1, 2026 transaction?

The 9,200 Heritage Insurance Holdings, Inc. shares were sold at a weighted average price of $33.91 per share. The filing states that individual sale prices in the transaction ranged from $33.63 to $34.31 per share.

How many HRTG shares does Sharon Binnun own after the reported sale?

After the September 1, 2026 sale, Chief Accounting Officer Sharon Binnun directly owned 87,188 shares of Heritage Insurance Holdings, Inc. common stock, according to the ownership amount reported following the transaction.

Was Sharon Binnun’s HRTG stock sale made under a Rule 10b5-1 trading plan?

Yes. The filing states that the sales reported were effected pursuant to a Rule 10b5-1 trading plan that Sharon Binnun previously adopted on December 12, 2025, indicating the transactions were pre-arranged under that plan.

What was the approximate total value of the HRTG shares sold by Sharon Binnun?

Using the reported weighted average price, the 9,200 Heritage Insurance Holdings, Inc. shares sold at about $33.91 per share represent an approximate transaction value of $311,994, based on the share count and average price disclosed.

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

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Available on EDGAR 09/03/2026 - 05:03 PM EDT Accepted by SEC EDGAR 09/03/2026 - 04:54 PM EDT 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).

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)
09/01/2026

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	09/01/2026		S		9,200(1)	D	$33.9124(2)	87,188	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 price of the shares sold. The prices of the shares sold pursuant to the transaction range from $33.63 to $34.31 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	09/03/2026
	** 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)