Kirk Lusk - 01 Oct 2025 Form 4 Insider Report for Heritage Insurance Holdings, Inc. (HRTG)

Role
Chief Financial Officer
Signature
/s/ Kirk Lusk
Issuer symbol
HRTG
Transactions as of
01 Oct 2025
Transactions value $
-$326,944
Form type
4
Filing time
03 Oct 2025, 17:01:18 UTC
Previous filing
16 Sep 2025
Next filing
07 Oct 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Lusk Kirk Chief Financial Officer C/O HERITAGE INSURANCE HOLDINGS, INC., 1401 N. WESTSHORE BLVD, TAMPA /s/ Kirk Lusk 03 Oct 2025 0001730226

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HRTG Common Stock Sale -$231K -9.4K -1.57% $24.61 589K 01 Oct 2025 Direct F1
transaction HRTG Common Stock Sale -$95.7K -3.8K -0.64% $25.18 586K 01 Oct 2025 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

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).

Explanation of Responses:

Id Content
F1 Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $24.05 to $25.04 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.
F2 Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $25.05 to $25.40 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.