Heritage Insurance Holdings, Inc. filings document the formal disclosure record for a super-regional property and casualty insurance holding company whose common stock trades on the New York Stock Exchange under HRTG. Recent Form 8-K filings furnish quarterly and annual results, preliminary financial updates, Regulation FD conference disclosures, material agreements and board changes.
The definitive proxy statement covers annual meeting matters, director governance and stockholder voting. Capital-structure disclosures include an amended and restated credit agreement with revolving, term-loan and delayed-draw term-loan facilities, alongside registered common stock information shown on periodic 8-K cover pages.
Heritage Insurance Holdings, Inc. officer Timothy Moura reported a sale of 15,104 shares of common stock on 2026-08-10 at a weighted-average price of $32.4868 per share, with individual sale prices ranging from $32.02 to $32.77. Following this transaction, Moura directly holds 144,941 shares of Heritage Insurance common stock.
Heritage Insurance Holdings, Inc. reports stronger profitability for the quarter and six months ended June 30, 2026. For the quarter, total revenues were $214,195 (in thousands) and net income was $61,710 (in thousands), up from $48,024 (in thousands) a year earlier, as losses and loss adjustment expenses declined.
Net premiums earned were $201,124 (in thousands) for the quarter and $400,817 (in thousands) year to date, while investment income also increased. Basic earnings per share were $2.06 for the quarter and $3.24 for the first half. Operating cash flow strengthened to $166,553 (in thousands) for the six months, supporting a cash and restricted cash balance of $601,379 (in thousands) and total stockholders’ equity of $567,728 (in thousands) as of June 30, 2026. The company continues to rely on extensive catastrophe excess of loss and quota share reinsurance programs to manage its concentrated coastal property risk.
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.
Heritage Insurance Holdings, Inc. reported record second quarter 2026 net income of $61.7 million, up 28.5% from a year earlier, with diluted EPS of $2.05, up 32.3%. Total revenue rose 3.0% to $214.2 million. Profitability improved, with the net loss ratio at 30.4% and the net combined ratio at 64.9%.
Annualized return on average equity was 45.4%. Book value per share reached $19.09 at June 30, 2026, up 16.5% from year end 2025 and 54.5% year-over-year. Net premiums earned grew 2.4% to $201.1 million. Operating cash flow was $166.5 million, up 277%. The company repurchased 1,001,508 shares for $24.6 million under a $50.0 million authorization, leaving $37.4 million available, while its quarterly dividend remains suspended as capital is directed toward strategic growth and share repurchases.
Heritage Insurance Holdings, Inc. (HRTG) reporting person Sharon Binnun has filed a notice to sell 9,200 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The filing lists an aggregate market value of $270,204.00 for these shares and shows 30,349,925 shares of common stock outstanding, with an approximate sale date of 08/03/2026.
The shares relate to Restricted Stock Awards dated 03/12/2026. Over the prior three months, Binnun effected two Rule 10b5-1 plan sales of common stock: 9,200 shares on 06/22/2026 for $224,102.80 and 9,200 shares on 07/01/2026 for $244,492.76.
Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock in an open-market transaction at a weighted average price of $26.5753 per share. The sale was executed under a previously adopted Rule 10b5-1 trading plan.
After this transaction, Binnun directly holds 105,588 shares of Heritage Insurance common stock. The trading plan was adopted on December 12, 2025, and the sale prices ranged from $26.245 to $26.97 per share.
Morgan Stanley Smith Barney LLC submitted a Form 144 notice reporting proposed and recent sales of Common Stock tied to Restricted Stock Units. The filing lists a 9200-share lot associated with a 03/12/2026 restricted stock unit grant and two 10b5-1 sale entries by Sharon Binnun on 05/01/2026 (9,200 shares, $266,753.08) and 06/22/2026 (9,200 shares, $224,102.80).
The entries identify Morgan Stanley Smith Barney LLC Executive Financial Services as the broker/dealer and report the transactions under NYSE handling. The filing is a notice of proposed/rescheduled resale activity under Rule 144/10b5-1; it does not state proceeds treatment beyond the reported dollar amounts for the executed 10b5-1 sales.
Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun reported an open-market sale of 9,200 shares of common stock on June 22, 2026 at a weighted-average price of $24.359 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 12, 2025.
Following this sale, Binnun directly holds 114,788 shares of Heritage Insurance common stock. The filing notes that actual sale prices ranged from $24.00 to $24.54 per share, and detailed price breakdowns are available upon request.
Heritage Global, Inc. filing a Rule 144 notice for the proposed sale of 9,200 shares of Common Stock. The broker listed is Morgan Stanley Smith Barney LLC and the filing shows a value of $214,084.00 with a date of 06/22/2026. The filing also records prior 10b5-1 sales of 9,200 shares on 05/01/2026 for $266,753.08 and 9,200 shares on 04/01/2026 for $236,589.04.