SEC Form 4 · accession 0001272769-26-000004
Heritage Insurance Holdings, Inc. · HRTG
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Paul L Whiting
Director
Period of report
Jun 10, 2026
Accepted (ET)
Jun 12, 2026 · 4:55 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001598665
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common Stock | Jun 10, 2026 | A | 2,703 | $0.00 | A | 105,829 | D | |
| Common Stock | Jun 11, 2026 | G | 9,662 | $0.00 | D | 96,167 | D | |
| Common StockF2 | holding | — | — | — | 40,871 | I | See Footnote | |
| Common StockF3 | holding | — | — | — | 20,000 | I | See Footnote |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The Reporting Person gifted these shares to a 501(c)(3) institution in an exempt transaction pursuant to Rule 16b-5 under the Securities and Exchange Act of 1934, as amended.
- F2These shares are owned by Whiting Family, LLC, which is controlled by the Reporting Person and his spouse. The Reporting Person disclaims beneficial ownership of the shares held by Whiting Family, LLC except to the extent of his pecuniary interest therein.
- F3These shares are owned by Paul & Gail Whiting Investments Limited, which is controlled by the Reporting Person and his spouse. The Reporting Person disclaims beneficial ownership of the shares held by Paul & Gail Whiting Investments Limited except to the extent of his pecuniary interest therein.