SC 13G/A: Heritage Insurance Holdings, Inc.

AI Summary

SC 13G/A filing by Heritage Insurance Holdings, Inc..

Risk Assessment

Risk Level: low

Key Financial Figures

• $0.001 — Issuer’s Common Stock, par value $0.001 per share. (e) CUSIP Number: 42727J10

Filing Documents

• e619276_sc13ga-heritage.htm (SC 13G/A) — 95KB
• 0001193805-24-000254.txt ( ) — 96KB

(a) Name of Issuer: Heritage Insurance Holdings, Inc. (the “ Issuer ”)

ITEM 1. (a) Name of Issuer: Heritage Insurance Holdings, Inc. (the “ Issuer ”) (b) Address of Issuer’s Principal Executive Offices: 1401 N. Westshore Blvd. Tampa, Florida 33607

(a) Name of Person Filing

ITEM 2. (a) Name of Person Filing: This Schedule 13G/A is being jointly filed by and on behalf of (i) Raymond T. Hyer, a citizen of the United States (“RTH”), (ii) The Kathleen Hays Hyer Revocable Trust UA 06/03/2013, a/k/a Kathleen A. Hyer, formerly a citizen of the United States and the spouse of RTH, (iii) Tara Tira, a citizen of the United States and the daughter of RTH, (iv) Sean W. Poole, a citizen of the United States, (v) Futura Circuits Corp., a Florida corporation that is 100% owned by RTH, and (vi) Hyer Family Partnership, LLC, a Florida limited liability company of which RTH has the largest ownership percentage and of which Sean W. Poole serves as the Manager (the “ Reporting Persons ”). The Reporting Persons have entered into a Joint Filing Agreement, a copy of which has been filed with a prior Schedule 13G, pursuant to which the Reporting Persons have agreed to file this Schedule 13G/A jointly in accordance with the provisions of Rule 13d-1(k) of the Securities Exchange Act of 1934, as amended. (b) Address of Principal Business Office, or if None, Residence: The address of each of the Reporting Persons is 3919 E. 7 th Ave, Tampa, Florida 33605. (c) Citizenship or Place of Organization: Each of Raymond T. Hyer, Kathleen A. Hyer, Tara Tira and Sean W. Poole is, or was, a citizen of the United States. The place of organization of Futura Circuits Corp. and Hyer Family Partnership, LLC is Florida. (d) Title of Class of Securities: This Schedule 13G/A relates to the Issuer’s Common Stock, par value $0.001 per share. (e) CUSIP Number: 42727J102

IF THIS

ITEM 3. IF THIS Not Applicable.

OWNERSHIP

ITEM 4. OWNERSHIP. The information required by Item 4 is set forth in Rows 5 – 11 of the cover pages hereto and incorporated by reference herein.

OWNERSHIP OF FIVE PERCENT

ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS. Not Applicable. Page 8 of 10

OWNERSHIP OF MORE THAN

ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON. Not Applicable.

IDENTIFICATION AND

ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY. Not Applicable.

IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP

ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP. See Exhibit 2.

NOTICE OF DISSOLUTION OF GROUP

ITEM 9. NOTICE OF DISSOLUTION OF GROUP. Not Applicable.

CERTIFICATIONS

ITEM 10. CERTIFICATIONS. By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under Section 240.14a-11. Page 9 of 10

SIGNATURES

SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: February 20, 2024 /s/ Raymond T. Hyer Raymond T. Hyer THE KATHLEEN HAYS HYER REVOCABLE TRUST UA 06/03/2013, A/K/A KATHLEEN A. HYER By: /s/ Raymond T. Hyer Name: Raymond T. Hyer Title: Co-Trustee /s/ Tara Tira Tara Tira /s/ Sean W. Poole Sean W. Poole FUTURA CIRCUITS CORP. a Florida corporation By: /s/ Raymond T. Hyer Name: Raymond T. Hyer Title: President HYER FAMILY PARTNERSHIP, LLC a Florida corporation By: /s/ Sean Poole Name: Sean W. Poole Title: Manager Page 10 of 10

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