SEC EDGARAUG 211 min read$HRTG

JOHNS TIMOTHY E sold $118K of HRTG

JOHNS TIMOTHY E (See Remarks) sold 3,500 shares of Heritage Insurance Holdings, Inc. (HRTG) at $33.68 ($0.12M total) on 2026-08-19 under a Rule 10b5-1 trading plan.

Original reporting

SEC EDGAR · JOHNS TIMOTHY E

Published Aug 21, 2026, 9:02 PM UTC

Analysis

alphai AI DeskAI-generated

Added to alphai Aug 21, 2026, 9:07 PM UTC. Informational, not investment advice.

How this was made

alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About alphai AI Desk Scoring methodology Report an issue

alphai market briefInsider activity

Primary signal

$HRTG

Neutral

medium confidence

Mentioned

$HRTG

Relevance

3/10

alphai data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$HRTGNeutralLow

Why it matters

The filing provides the first public disclosure of the sale, offering a data point for monitoring insider activity.

Market read

Small insider sale; limited immediate market impact but useful for tracking insider trends.

What to watch

Potential upcoming corporate actions or financing needs not disclosed.

Relevance 3/10Novelty 4/10Timing: sale filed on 2026-08-21, transaction dated 2026-08-19

Background

Heritage Insurance Holdings (HRTG) filed a Form 4 reporting an insider's open‑market sale under a pre‑arranged 10b5‑1 plan.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$HRTGNeutralMedium confidence

Context

Officer John Timothy E sold 3,500 shares for $117,864 via a 10b5‑1 plan, reducing his stake to 25,438 shares.

Expected impact

Potential slight downward pressure, likely limited to a few cents.

Evidence & confidence

The sale is a routine 10b5‑1 transaction of under $0.2M; market impact is typically minimal for small-cap issuers.

Market effects

Sector

None significant; the transaction is company‑specific.

Regional

No broader regional effect.

Global

Limited to investors tracking HRTG.

Counterpoint

What could challenge this read

Insider may be liquidating for personal reasons; not necessarily a bearish signal.

Key entities

Officer
John Timothy E
Officer of Heritage Insurance Holdings who sold shares.
Company
Heritage Insurance Holdings, Inc.
Issuer of the shares sold.

Read at source ← All news

AUG 10

$HRTGMed

Florida-Based Heritage Continues to Shed Policies as Earnings Soar to New Heights

Heritage Insurance, a Tampa-based publicly traded property insurer, said Q2 profit rose to nearly $62 million, up 28.5% year over year, with a combined ratio of about 65% as of June 30, per SEC filings. It reported 350,887 policies in force in Q2 2026, down 5% from a year earlier, and said it will keep selective underwriting through 2026.

insurancejournal.com4 min

AUG 6

$METMed

Financial results round-up: MetLife, Prudential, Corebridge, Palomar, Heritage, TWFG, Root and more

A financial results roundup covers multiple insurers and MGAs. MetLife reported Q2 net income of $705m and adjusted EPS $2.43. Prudential posted Q2 net income of $985m and record individual life sales. Corebridge reported a $16m net loss and merger approval. Palomar, Heritage, TWFG, Root, Trupanion and Clover Health also reported Q2 figures and guidance updates.

insurancebusinessmag.com9 min

AUG 5

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Heritage Insurance Holdings, Inc. (HRTG): Results of Operations and Financial Condition

Heritage Insurance Holdings, Inc. (HRTG) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Heritage Reports Second Quarter 2026 Results Tampa, FL – August 5, 2026 : Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported second quarter of 2026 financial r

SEC EDGAR 8-K4 min

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$HRTGMedAI 8/10

Heritage Reports Second Quarter 2026 Results

Heritage Insurance Holdings (NYSE:HRTG) reported Q2 2026 net income of $61.7M, up 28.5% from $48.0M a year earlier. EPS rose 32.3% to $2.05. Total revenue increased 3.0% to $214.2M. Net loss ratio fell to 30.4% and net combined ratio improved to 64.9%. The board suspended the dividend and authorized a $50M buyback.

prnewswire.com6 min

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