Moura Timothy Files Form 4 on Heritage Insurance Holdings

TL;DR

**Insider Timothy Moura filed a Form 4 for Heritage Insurance Holdings, signaling a change in his ownership.**

AI Summary

Timothy Moura, an insider at Heritage Insurance Holdings, Inc. (Issuer CIK: 0001598665), filed a Form 4 on March 23, 2026, indicating changes in his beneficial ownership of securities as of the report period March 19, 2026. This filing, while not detailing specific transactions, signals that an insider's holdings have changed, which can be a key indicator for investors. For shareholders, understanding insider activity like this is crucial because it often reflects an insider's confidence (or lack thereof) in the company's future performance, potentially influencing stock valuation.

Why It Matters

Insider transaction filings like this Form 4 provide transparency into how company executives and directors are managing their personal stakes, which can signal their outlook on the company's future.

Risk Assessment

Risk Level: low — This filing is purely informational, reporting a change in beneficial ownership, and does not inherently pose a direct risk to investors without further transaction details.

Analyst Insight

Investors should monitor subsequent filings from Moura Timothy for Heritage Insurance Holdings, Inc. to understand the nature and size of the reported changes in beneficial ownership, as this filing only indicates a change occurred without detailing the transaction itself.

Key Players & Entities

• Moura Timothy (person) — Reporting Person
• Heritage Insurance Holdings, Inc. (company) — Issuer
• 0001808766 (person) — CIK of Reporting Person
• 0001598665 (company) — CIK of Issuer

FAQ

Key Financial Figures

• $26.23 — pursuant to the transaction range from $26.23 to $27.2214 per share. The Reporting Pe
• $27.2214 — to the transaction range from $26.23 to $27.2214 per share. The Reporting Person, upon r
• $27.2998 — pursuant to the transaction range from $27.2998 to $27.6431 per share. The Reporting Pe
• $27.6431 — the transaction range from $27.2998 to $27.6431 per share. The Reporting Person, upon r

Filing Documents

• wk-form4_1774299650.html (4)
• wk-form4_1774299650.xml (4) — 6KB
• 0001808766-26-000006.txt ( ) — 7KB

From the Filing

SEC FORM 4 SEC Form 4 FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or Section 30(h) of the Investment Company Act of 1940 OMB APPROVAL OMB Number: 3235-0287 Estimated average burden hours per response: 0.5    Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b). X Check this box to indicate that a 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). See Instruction 10. 1. Name and Address of Reporting Person * Moura Timothy (Last) (First) (Middle) C/O HERITAGE INSURANCE HOLDINGS, INC. 1401 N WESTSHORE BLVD (Street) TAMPA FLORIDA 33607 (City) (State) (Zip) UNITED STATES (Country) 2. Issuer Name and Ticker or Trading Symbol Heritage Insurance Holdings, Inc. [ HRTG ] 5. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) See Remarks 2a. Foreign Trading Symbol 3. Date of Earliest Transaction (Month/Day/Year) 03/19/2026 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person 4. If Amendment, Date of Original Filed (Month/Day/Year) Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned 1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4) Code V Amount (A) or (D) Price Common Stock 03/19/2026 S 28,223 (1) D $ 26.6025 (2) 211,445 D Common Stock 03/19/2026 S 910 (1) D $ 27.4268 (3) 210,535 D Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4) Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: 1. The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. 2. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.23 to $27.2214 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. 3. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $27.2998 to $27.6431 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. Remarks: President - Narragansett Bay Insurance Company /s/ Timothy Moura 03/23/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 4 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 4: SEC 1474 (03-26)

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