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144 ·Filed Sep 18, 2026

HRTG

Heritage Insurance Holdings, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed1mo ago SEC0001950047-26-009669
Form 144 — notice of proposed sale of securities
Actionable Insight • Neutral

The sale is pre-planned under a 10b5-1 plan, reducing the likelihood of opportunistic insider selling. Monitor for any subsequent Form 4 filings to confirm execution and assess remaining insider ownership.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled — T+20d
HRTG ▲ +5.21% at T+20d
NEUTRAL call +5.21% · α vs SPY +6.12% · entry $34.15 → $35.93
Next anchor: T+60d in 7w
Latest observation: T+24 -5.01% FF3 residual α
Entry = T+0 close
Sep 18, 2026
via day close
T+1d
-1.90%
call -1.90% · α -1.89%
$33.50
settled 5w ago
T+5d
-2.61%
call -2.61% · α -1.59%
$33.26
settled 5w ago
T+20d
+5.21%
call +5.21% · α +6.12%
$35.93
settled 12d ago
T+60d
Pending
in 7w

Price Chart

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Executive Summary

Director Timothy E. Johns filed a Form 144 notice of intent to sell 3,500 common shares, with an estimated aggregate market value of approximately $123,970. The shares were acquired through restricted stock awards vesting between December 2023 and March 2026. The sale is planned under a Rule 10b5-1 trading plan adopted in August 2026, indicating a pre-planned, non-discretionary transaction.

Key Facts

  • Insider Timothy E. Johns (Officer) filed Form 144 to sell 3,500 shares of common stock.
  • Estimated aggregate market value of the proposed sale is $123,970.
  • Shares were acquired via restricted stock awards vesting from 12/15/2023 through 03/25/2026.
  • Sale is pursuant to a Rule 10b5-1 trading plan adopted on 08/19/2026.
  • The filing date is 09/18/2026.

Financial Impact

Proposed sale of 3,500 shares valued at ~$123,970, representing a small fraction of the company's market cap.

insider holdings

Risk Factors

  • Insider selling, even under a 10b5-1 plan, may be perceived negatively by the market if the sale size is material relative to the insider's total holdings.
  • No additional context from recent company filings or market data is available to assess the company's current financial condition.

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001950047-26-009669
Document: 0001950047-26-009669-index.html0001950047-26-009669
Document: 0001950047-26-009669.txt0001950047-26-009669
18 reports for HRTG
Performance horizon
67% Hit rate @ T+1 4 of 6 directional calls Went positive at some point 4 of 6 best @ T+60▲ +22.98%Mar 17, 2026
Filters
Rows
Reports for HRTG — sortable, filterable
TypeNow
Oct 19, 2026
8d ago
144
NEUTRAL ★ 2/10
$36.98 $37.08▲ +0.27%▼ −0.25%$36.21 (−2.08%)
Oct 19, 2026
8d ago
Press Release
NEUTRAL ★ 1/10
$36.98awaiting T+1—$36.21 (−2.08%)
Sep 25, 2026
4w ago
SC 13G/A
NEUTRAL ★ 3/10
$33.26 $33.49▲ +0.69%▲ +0.88%$36.21 (+8.87%)
Sep 22, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$33.07 $33.18▲ +0.33%▲ +0.41%$36.21 (+9.50%)
Sep 18, 2026
5w ago
144
NEUTRAL ★ 2/10
$34.15 $33.50▼ −1.90%▼ −1.89%$36.21 (+6.03%)
Sep 16, 2026
5w ago
Insider Cluster
BEARISH ★ 4/10
$35.42 $34.42▲ +2.82%▲ +2.70%$36.21 (−2.23%)
Sep 11, 2026
6w ago
Insider Cluster
NEUTRAL ★ 3/10
$35.09 $34.78▼ −0.88%▼ −0.42%$36.21 (+3.19%)
Sep 8, 2026
7w ago
Insider Cluster
BEARISH ★ 5/10
$34.05 $34.53▼ −1.41%▼ −2.01%$36.21 (−6.34%)
Aug 26, 2026
8w ago
Insider Cluster
BEARISH ★ 5/10
$34.15 $33.86▲ +0.85%▲ +0.62%$36.21 (−6.03%)
Aug 21, 2026
9w ago
Insider Cluster
NEUTRAL ★ 3/10
$34.59 $34.20▼ −1.13%▼ −1.45%$36.21 (+4.68%)
Showing 10 of 18

US Market Status

Market Closed — Opens Thu (11h 4m)

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Report published Sep 18, 2026