Heritage Insurance officer sells 29,133 shares

Heritage Insurance Holdings officer Timothy Moura reported selling a total of 29,133 shares of common stock in open-market transactions on March 19, 2026.

Accepted by SEC EDGAR 03/23/2026 - 05:00 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Heritage Insurance Holdings officer Timothy Moura reported selling a total of 29,133 shares of common stock in open-market transactions on March 19, 2026. The sales occurred in two tranches at weighted-average prices of $26.6025 and $27.4268 per share under a pre-arranged Rule 10b5-1 trading plan adopted on November 25, 2025. After these transactions, Moura directly holds 210,535 shares of Heritage Insurance common stock.

Insider Trade Summary 10b5-1

Net Seller: 29,133 shares

Net Sell 2 txns

Insider Moura Timothy

Role See Remarks

Sold 29,133 shs ($776K)

Share of Position Sold 12.2%

Type	Security	Shares	Price	Value
Sale	Common Stock	28,223	$26.6025	$751K
Sale	Common Stock	910	$27.4268	$25K

Holdings After Transaction: Common Stock — 210,535 shares (Direct)

Holdings Before and After: Common Stock, 239,668 to 210,535 shares (Direct)

Other Insiders: 2 other insiders reported open-market sales of this stock in the 30 days up to this filing.

Footnotes (3)

1. F1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025.
2. F2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.23 to $27.2214 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.
3. F3. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $27.2998 to $27.6431 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.

FAQ

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What did Heritage Insurance (HRTG) officer Timothy Moura report in this Form 4 filing?

Timothy Moura reported selling 29,133 shares of Heritage Insurance common stock in open-market transactions on March 19, 2026. The sales were executed in two tranches at weighted-average prices of $26.6025 and $27.4268 per share under a pre-set trading plan.

At what prices did Timothy Moura sell HRTG shares in the latest insider transaction?

Moura sold Heritage Insurance common stock at weighted-average prices of $26.6025 and $27.4268 per share. Footnotes state the actual sale prices ranged from $26.23–$27.2214 for one tranche and $27.2998–$27.6431 for the other, reflecting multiple individual trades.

How many Heritage Insurance (HRTG) shares does Timothy Moura hold after these sales?

Following the reported transactions, Timothy Moura directly holds 210,535 shares of Heritage Insurance common stock. This figure reflects his remaining position after selling a combined 29,133 shares on March 19, 2026, in two open-market sale transactions disclosed in the filing.

Were Timothy Moura’s HRTG share sales made under a Rule 10b5-1 trading plan?

Yes. A footnote explains that the sales were effected under a Rule 10b5-1 trading plan adopted on November 25, 2025. Such plans allow insiders to pre-schedule trades, helping separate routine portfolio management from discretionary market-timing decisions.

How many HRTG shares did Timothy Moura sell in each reported transaction?

Moura sold 28,223 shares of Heritage Insurance common stock at a weighted-average price of $26.6025 in one transaction and 910 shares at a weighted-average price of $27.4268 in a second transaction, both dated March 19, 2026, as disclosed in the filing.

What additional pricing details are provided about Timothy Moura’s HRTG share sales?

Footnotes state the 28,223-share sale occurred at prices between $26.23 and $27.2214 per share, while the 910-share sale ranged from $27.2998 to $27.6431. Weighted-average prices of $26.6025 and $27.4268 summarize these multiple executions.

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

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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^*

Moura Timothy

(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)
	See Remarks

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/19/2026

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	03/19/2026		S		28,223(1)	D	$26.6025(2)	211,445	D
Common Stock	03/19/2026		S		910(1)	D	$27.4268(3)	210,535	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 on November 25, 2025.

2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.23 to $27.2214 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.

3. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $27.2998 to $27.6431 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:

President - Narragansett Bay Insurance Company

	/s/ Timothy Moura	03/23/2026
	** 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)