The sale is a routine, pre-planned disposition under a 10b5-1 plan, not a discretionary insider signal. Monitor for any acceleration of insider selling outside the plan or changes in the company's loss reserve trends ahead of Q3 2026 earnings.
Price Chart
Executive Summary
Insider Timothy Johns (Officer) filed a Form 144 notice of intent to sell 3,500 shares of Heritage Insurance Holdings common stock, with an estimated aggregate market value of approximately $125,195. The shares were acquired upon vesting of restricted stock awards between December 2023 and March 2026. The sale is planned under a 10b5-1 trading plan established in May 2026, which mitigates concerns about opportunistic timing.
Key Facts
- Insider: Timothy Johns (Officer) filed Form 144 on 2026-10-19
- Proposed sale: 3,500 shares of common stock
- Estimated market value: ~$125,195
- Shares acquired via vesting of restricted stock awards (12/15/2023 – 03/25/2026)
- Sale is under a 10b5-1 trading plan dated 05/20/2026
- Prior sales under the same plan: 3,500 shares on 09/18/2026 (~$121,579) and 3,500 shares on 08/19/2026 (~$117,864)
Financial Impact
Proceeds of ~$125K represent a small fraction of the company's market cap; no material financial impact.
Risk Factors
- Insider selling under a 10b5-1 plan is not a signal of negative sentiment, but continued large-scale sales by officers could indicate personal liquidity needs or portfolio diversification.
- No material risk identified from this filing alone.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001950047-26-010303 |
| Document: 0001950047-26-010303-index.html | 0001950047-26-010303 |
| Document: 0001950047-26-010303.txt | 0001950047-26-010303 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 8d ago | 144 | $36.98 $37.08 | ▲ +0.27% | ▼ −0.25% | $36.21 (−2.08%) |
Oct 19, 2026 8d ago | Press Release | $36.98 | awaiting T+1 | — | $36.21 (−2.08%) |
Sep 25, 2026 4w ago | SC 13G/A | $33.26 $33.49 | ▲ +0.69% | ▲ +0.88% | $36.21 (+8.87%) |
Sep 22, 2026 5w ago | Insider Cluster | $33.07 $33.18 | ▲ +0.33% | ▲ +0.41% | $36.21 (+9.50%) |
Sep 18, 2026 5w ago | 144 | $34.15 $33.50 | ▼ −1.90% | ▼ −1.89% | $36.21 (+6.03%) |
Sep 16, 2026 5w ago | Insider Cluster | $35.42 $34.42 | ▲ +2.82% | ▲ +2.70% | $36.21 (−2.23%) |
Sep 11, 2026 6w ago | Insider Cluster | $35.09 $34.78 | ▼ −0.88% | ▼ −0.42% | $36.21 (+3.19%) |
Sep 8, 2026 7w ago | Insider Cluster | $34.05 $34.53 | ▼ −1.41% | ▼ −2.01% | $36.21 (−6.34%) |
Aug 26, 2026 8w ago | Insider Cluster | $34.15 $33.86 | ▲ +0.85% | ▲ +0.62% | $36.21 (−6.03%) |
Aug 21, 2026 9w ago | Insider Cluster | $34.59 $34.20 | ▼ −1.13% | ▼ −1.45% | $36.21 (+4.68%) |
US Market Status
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