Notice of Proposed Sale · 144
HERITAGE INSURANCE HOLDINGS INC
HRTGNYSEEQUITYCurrent
Notice of Proposed Sale
Structured filing — 144
primary_doc.xml
Notice of proposed sale. The proposed amounts below do not establish that a sale occurred.
Proposed-sale notice
- Issuer
- Heritage Insurance Holdings, Inc.
- Issuer CIK
- 0001598665
- SEC file number
- 001-36462
- Phone
- 7273627200
- Person for whose account securities are to be sold
- TIMOTHY JOHNS
- Relationships to issuer
- Officer
- Street
- 1401 N. Westshore Blvd
- City
- Tampa
- State / country code
- FL
- Postal code
- 33607
Securities proposed for sale
| Security | Proposed units | Aggregate market value | Units outstanding | Approximate sale date | Exchange | Broker / market maker |
|---|---|---|---|---|---|---|
| Common | 3,500 | 125,195.00 | 29,732,416 | 10/19/2026 | NYSE | Morgan Stanley Smith Barney LLC Executive Financial Services |
Broker / market maker — proposed row 1, entry 1
- Name
- Morgan Stanley Smith Barney LLC Executive Financial Services
- Street
- 1 New York Plaza
- Street (continued)
- 8th Floor
- City
- New York
- State / country code
- NY
- Postal code
- 10004
Acquisition of securities to be sold
| Security | Acquired | Nature of acquisition | Acquired from | Amount acquired | Gift transaction | Payment date | Nature of payment |
|---|---|---|---|---|---|---|---|
| Common | 12/15/2023 | Restricted Stock Awards | Issuer | 3,500 | N | 12/15/2023 | N/A |
Sales reported in the preceding three months
| Seller | Security | Sale date | Amount sold | Gross proceeds |
|---|---|---|---|---|
| 10b5-1 Sales for TIMOTHY JOHNS | Common | 09/18/2026 | 3,500 | 121,579.15 |
| 10b5-1 Sales for TIMOTHY JOHNS | Common | 08/19/2026 | 3,500 | 117,864.25 |
Seller — prior-sale row 1, entry 1
- Name
- 10b5-1 Sales for TIMOTHY JOHNS
- Street
- 1401 N. Westshore Blvd
- City
- Tampa
- State / country code
- FL
- Postal code
- 33607
Seller — prior-sale row 2, entry 1
- Name
- 10b5-1 Sales for TIMOTHY JOHNS
- Street
- 1401 N. Westshore Blvd
- City
- Tampa
- State / country code
- FL
- Postal code
- 33607
Prior-sale reporting
- Nothing to report for the preceding three months
- N
Remarks
The securities to be sold were acquired upon the vesting of restricted stock awards during the period of 12/15/2023 through 03/25/2026.
Notice signature
- Notice date
- 10/19/2026
- Signed
- /s/ TIMOTHY JOHNS
- Plan adoption dates
- 05/20/2026
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.