Form 4: CFO Kirk Lusk Sells HRTG Shares

Heritage Insurance Holdings CFO Kirk Lusk sold 13,197 shares of common stock for approximately $327,000 under a pre-arranged Rule 10b5-1 plan.

Summary

• Kirk Lusk, Chief Financial Officer of Heritage Insurance Holdings, Inc. (HRTG), reported the sale of common stock.
• The transactions occurred on October 1, 2025.
• A total of 9,397 shares were sold at a weighted average price of $24.61 per share, with individual sale prices ranging from $24.05 to $25.04.
• An additional 3,800 shares were sold at a weighted average price of $25.18 per share, with individual sale prices ranging from $25.05 to $25.40.
• The total number of shares sold across both transactions was 13,197.
• Following these transactions, Kirk Lusk beneficially owns 585,559 shares of Heritage Insurance Holdings, Inc. common stock.
• The sales were executed pursuant to a Rule 10b5-1(c) contract, instruction, or written plan, indicating they were pre-scheduled.

Sentiment

Score: 5

Explanation: The filing reports a routine insider stock sale executed under a pre-arranged Rule 10b5-1 plan. Such transactions are often for personal financial planning, diversification, or liquidity and do not inherently signal positive or negative sentiment about the company's future prospects.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This insider transaction report is specific to an individual executive's stock activity and does not provide broader industry context or trends.

Stakeholder Impact

• Shareholders: The sale of 13,197 shares by the CFO, while notable, is a relatively small percentage of his total holdings (585,559 shares remaining) and was conducted under a pre-arranged plan, suggesting minimal immediate impact on shareholder sentiment or company valuation.

Key Dates

Keywords

HRTG, Heritage Insurance Holdings, Kirk Lusk, CFO, Insider Transaction, Stock Sale, Form 4, 10b5-1 Plan