Skip to content
Baker Capital StrategiesMARKETS. FILINGS. PERSPECTIVE.
Powered by THEMA

BAKER CAPITAL STRATEGIES

Get the free weekly BCS email.

Selected company filings and market updates, delivered by email. Your first report will follow soon.

  • Your weekly BCS reportMarket updates and links to filings you can explore.
  • THEMA at launchWe’ll send directions for setting up your filing alerts when THEMA officially opens.

One signup for the weekly email and your free THEMA Basic account at launch.

Already registered or a CSW member?Log in to THEMA →

At least 8 characters. This also creates your free THEMA account for launch.

You’re signing up for the weekly BCS email and THEMA launch/setup updates. Unsubscribe using the link in any email. Privacy policy · Terms

BCS

Changes in Beneficial Ownership · 4

HERITAGE INSURANCE HOLDINGS INC

HRTGNYSEEQUITYCurrent

Changes in Beneficial Ownership

Filed Oct 21, 2026Accepted Oct 21, 2026, 5:04 PM EDTFiling CIK 1598665Accession 0001469998-26-000014
Share

Structured filing — 4

wk-form4_1792616695.xml

Open full document ↗

Filing details

Report period
2026-10-19
Issuer
Heritage Insurance Holdings, Inc.
Issuer CIK
0001598665
Trading symbol
HRTG
Rule 10b5-1 indication
Checked

Reporting owner 1

Name
JOHNS TIMOTHY E
Reporting owner CIK
0001469998
Relationship
Officer
Officer title
See Remarks
Address
C/O HERITAGE INSURANCE HOLDINGS, INC., 1401 N WESTSHORE BLVD, TAMPA, FL, 33607

Non-derivative transactions

Non-derivative transactions · 1 reported row
SecurityTransaction dateCodeAmountA / DPrice (USD)Owned afterOwnership
Common Stock2026-10-19S · Form 43,500[F1]D35.9102[F2]18,438D
Table key
S · Form 4
Sale on the market or privately
D
Direct

Footnotes

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 May 20, 2026.↩ 1
F2
Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $35.67 to $36.19 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.↩ 1

Remarks

President, Zephyr Insurance Company

Signature 1

Signed
/s/ Timothy E. Johns
Date
2026-10-21

Company context

Heritage Insurance Holdings, Inc. is a super-regional property and casualty insurance holding company. Through its insurance subsidiaries and a large network of experienced agents, the Company writes approximately $1.4 billion of personal and commercial residential premium across its multi-state footprint covering the northeast, southeast and Hawaii on an admitted basis, with additional excess and surplus lines premium in California, Florida, Hawaii, South Carolina and Texas.

Current securities

Recent company filings

  1. Results of Operations and Financial ConditionOct 28, 2026
  2. 144 filingOct 19, 2026
  3. 4 filingSep 16, 2026
  4. 144 filingSep 14, 2026
  5. 144 filingSep 9, 2026

Privacy choices

BCS measures page use with Google Analytics using regional consent settings. You can change your preference here. Charts and market data remain available.

Essential functions — always available. Security, navigation, registration and remembering these choices.

Audience analytics

Analytics cookies are off by default for visitors Google identifies in the EEA, UK or Switzerland until allowed. Limited measurement without analytics cookies may still occur under those regional defaults.

TradingView charts, quotes and the economic calendar load automatically as page content. TradingView receives network and browser information and may collect its own usage analytics. This choice controls BCS’s Google Analytics only.

Google advertising is not enabled. Direct sponsor links do not load advertising trackers on BCS.

Turning analytics off stops future Google Analytics activity here. It does not erase information already received by the provider. Read the privacy policy.