HRTG SEC-arkiveringar - Heritage Insurance Holdings, Inc.- Årsredovisning, Fullmaktsutlåtande, prospekt

Grundläggande statistik

LEI	9845008CCYDD87F66B45
CIK	1598665

SEC Filings

All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis. These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Heritage Insurance Holdings, Inc.

SEC Filings (Chronological Order)

Denna sida innehåller en komplett, kronologisk lista över SEC-arkiveringar, exklusive ägande-arkiveringar som vi tillhandahåller på andra ställen.

August 8, 2025	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registra
August 8, 2025	EX-10.32	Form of Stock Award Agreement (Non-employee directors, as of June 2025)* Exhibit 10.32 Stock Award Form – Non-Employee Directors Heritage Insurance Holdings, Inc. Stock Award Agreement This Stock Award Agreement (the “Agreement”) is entered into as of , (the “Award Date”) between Heritage Insurance Holdings, Inc. (the “Company”) and [] (the “Participant”). Any term capitalized but not defined in the Agreement shall have the meaning set forth in the 2023 Heritage Insura
August 5, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2025 HERITAGE INSURANCE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2025 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
August 5, 2025	EX-99.1	Heritage Reports Second Quarter 2025 Results EX-99.1 Exhibit 99.1 Heritage Reports Second Quarter 2025 Results Tampa, FL – August 5, 2025: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported second quarter of 2025 financial results. Second Quarter 2025 Result Highlights • Net income of $48.0 million or $1.55 per diluted share, improved
July 24, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 22, 2025 HERITAGE INSURANCE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 22, 2025 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Co
July 24, 2025	EX-10.30	Amended and Restated Agreement to Credit Agreement, dated July 22, 2025, among Heritage Insurance Holdings, Inc., certain subsidiaries of Heritage Insurance Holdings, Inc. from time to time party as guarantors, the lenders from time to time party and Regions Bank, as Administrative Agent and Collateral Agent. EX-10.30 Exhibit 10.30 Executed Copy AMENDED AND RESTATED CREDIT AGREEMENT dated as of July 22, 2025 by and among HERITAGE INSURANCE HOLDINGS, INC., as the Borrower, THE SUBSIDIARIES OF THE BORROWER FROM TIME TO TIME PARTY HERETO, as the Guarantors, THE LENDERS FROM TIME TO TIME PARTY HERETO, and REGIONS BANK, as the Administrative Agent, the Collateral Agent, the Issuing Bank and the Swingline Le
June 11, 2025	8-K	Current Report UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 10, 2025 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation) (Co
June 11, 2025	EX-99.2	Amendment to the Heritage Insurance Holdings, Inc. 2023 Omnibus Incentive Plan (filed herewith). Exhibit 99.2 AMENDMENT TO THE HERITAGE INSURANCE HOLDINGS, INC. 2023 OMNIBUS INCENTIVE PLAN WHEREAS, Heritage Insurance Holdings, Inc., a Delaware corporation (the “Company”) maintains the 2023 Omnibus Incentive Plan (the “Plan”), which was previously approved by the Company’s Board of Directors (the “Board”) on April 27, 2023 and approved by the stockholders of the Company on June 7, 2023; WHEREA
June 11, 2025	S-8	As filed with the Securities and Exchange Commission on June 11, 2025 S-8 As filed with the Securities and Exchange Commission on June 11, 2025 Registration No.
June 11, 2025	EX-FILING FEES	Filing Fee Table (filed herewith). EX-FILING FEES Exhibit 107 Calculation of Filing Fee Tables Form S-8 (Form Type) Heritage Insurance Holdings, Inc.
May 9, 2025	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registr
May 9, 2025	EX-10.30	greement (Time-based and Performance-Based Exhibit 10.30 Heritage Insurance Holdings, Inc. Restricted Stock Award Agreement This Restricted Stock Award Agreement (the “Agreement”) is effective as of [], 20[] (the “Award Date”), between Heritage Insurance Holdings, Inc. (the “Company”) and [] (the “Participant”). Any term capitalized but not defined in the Agreement shall have the meaning set forth in the Heritage Insurance Holdings, Inc. 2
May 9, 2025	EX-10.31	Form of Amendment to Restricted Stock Award Agreements* Exhibit 10.31 OMNIBUS AMENDMENT TO CERTAIN OUTSTANDING RESTRICTED STOCK UNIT AWARDS GRANTED TO THE UNDERSIGNED PARTICIPANT UNDER THE HERITAGE INSURANCE HOLDINGS, INC. 2023 OMNIBUS INCENTIVE PLAN This OMNIBUS AMENDMENT (this “Amendment”) is made effective as of April [30], 2025 (the “Effective Date”), by and between Heritage Insurance Holdings, Inc., a Delaware corporation (the “Company”), and [] (
May 8, 2025	8-K	Current Report UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 8, 2025 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Comm
May 8, 2025	EX-99.1	Heritage Announces Full Placement of 2025-2026 CAT XOL Reinsurance Program Exhibit 99.1 Heritage Announces Full Placement of 2025-2026 CAT XOL Reinsurance Program Tampa, FL – May 8, 2025: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, announced today that it has fully placed its 2025-2026 indemnity based, catastrophe excess-of-loss reinsurance program for its insurance subsid
May 6, 2025	EX-99.1	Heritage Reports First Quarter 2025 Results Exhibit 99.1 Heritage Reports First Quarter 2025 Results Tampa, FL – May 6, 2025: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported first quarter of 2025 financial results. First Quarter 2025 Result Highlights • Net income of $30.5 million or $0.99 per diluted share, improved from net incom
May 6, 2025	8-K	Current Report UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2025 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Comm
April 25, 2025	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of Commission Only (as permitted by
April 25, 2025	DEFA14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of Commission Only (as permitted by Rule 14a-6(e)(2))
March 20, 2025	10-K/A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K/A (Amendment No. 1) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Year Ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. Delaware 45-5
March 13, 2025	EX-19.1	Heritage Insurance Holdings, Inc. Insider Trading Policy Exhibit 19.1 HERITAGE INSURANCE HOLDINGS, INC. INSIDER TRADING POLICY Heritage Insurance Holdings, Inc. (the “Company”) and its Board of Directors have adopted this Insider Trading Policy (this “Policy”) to promote compliance with federal, state and foreign securities laws that prohibit certain persons who are aware of material nonpublic information about a company from trading in securities of th
March 13, 2025	10-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Year Ended December 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. Delaware 45-5338504 (STATE OF INC
March 13, 2025	EX-21	Subsidiaries of the Registrant Exhibit 21 HERITAGE INSURANCE HOLDINGS, INC. Subsidiaries As of December 31, 2024, the Company had the following active subsidiaries: Wholly-owned subsidiaries of Heritage Insurance Holdings, Inc. State of Incorporation Heritage Property & Casualty Insurance Company, Inc Florida Heritage MGA, LLC Florida Contractors' Alliance Network Florida Skye Lane Properties, LLC Florida Osprey Re Ltd Bermuda
March 11, 2025	8-K	Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 11, 2025 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
March 11, 2025	EX-99.1	Heritage Reports Fourth Quarter 2024 Results Exhibit 99.1 Heritage Reports Fourth Quarter 2024 Results Tampa, FL – March 11, 2025: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported fourth quarter of 2024 financial results. Fourth Quarter 2024 Result Highlights • Net income of $20.3 million or $0.66 per diluted share, a decrease compar
January 29, 2025	EX-99.1	Heritage Provides Update on Fourth Quarter 2024 Financial Results and Estimated First Quarter 2025 Catastrophe Losses Exhibit 99.1 Heritage Provides Update on Fourth Quarter 2024 Financial Results and Estimated First Quarter 2025 Catastrophe Losses Tampa, FL – January 29, 2025: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today provided an update on the Company’s fourth quarter 2024 financial results as well as an e
January 29, 2025	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 29, 2025 HERITAGE INSURAN UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 29, 2025 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
November 8, 2024	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Reg
November 7, 2024	8-K	Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 6, 2024 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
November 7, 2024	EX-99.1	Heritage Reports Third Quarter 2024 Results Exhibit 99.1 Heritage Reports Third Quarter 2024 Results Tampa, FL – November 6, 2024: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported third quarter of 2024 financial results. Third Quarter 2024 Result Highlights • Net income of $8.2 million or $0.27 per diluted share, improved from net l
October 23, 2024	EX-99.1	Heritage Announces Estimated Catastrophe Losses and Third Quarter 2024 Earnings Dates EX-99.1 Exhibit 99.1 Heritage Announces Estimated Catastrophe Losses and Third Quarter 2024 Earnings Dates Tampa, FL – October 22, 2024: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today announced estimated losses for Hurricanes Debby, Helene, and Milton. Ernie Garateix, CEO at Heritage, commented,
October 23, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 22, 2024 HERITAGE INSURAN UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 22, 2024 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
August 8, 2024	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registra
August 6, 2024	8-K	Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 6, 2024 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
August 6, 2024	EX-99.1	Heritage Reports Second Quarter 2024 Results EX-99.1 2 erq22024ex991.htm EX-99.1 Exhibit 99.1 Heritage Reports Second Quarter 2024 Results Tampa, FL – August 6, 2024: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported second quarter of 2024 financial results. Second Quarter 2024 Result Highlights •Net income of $18.9 million or $0.61 p
June 10, 2024	SC 13G/A	HRTG / Heritage Insurance Holdings, Inc. / DRIEHAUS CAPITAL MANAGEMENT LLC Passive Investment SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2 (AMENDMENT NO. 1 )* Heritage Insurance Holdings, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 42727J102 (CUSIP Number) May 31, 2024 (Date of Event Which
June 7, 2024	8-K	Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 5, 2024 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Com
May 8, 2024	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registr
May 2, 2024	8-K	Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 1, 2024 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Comm
May 2, 2024	EX-99.1	Heritage Reports First Quarter 2024 Results Exhibit 99.1 Heritage Reports First Quarter 2024 Results Tampa, FL – May 1, 2024: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported first quarter of 2024 financial results. First Quarter 2024 Result Highlights • First quarter net income of $14.2 million or $0.47 per diluted share improved f
April 30, 2024	EX-99.1	Heritage Announces Full Placement of 2024-2025 CAT XOL Reinsurance Program Exhibit 99.1 Heritage Announces Full Placement of 2024-2025 CAT XOL Reinsurance Program Tampa, FL – April 29, 2024: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company announced today that it fully placed its 2024-2025 indemnity based, catastrophe excess-of-loss reinsurance program for its insurance subsidia
April 30, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 29, 2024 HERITAGE INSURANCE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 29, 2024 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
April 26, 2024	CORRESP	Heritage Insurance Holdings, Inc. 1401 N. Westshore Blvd. Tampa, FL 33607 Heritage Insurance Holdings, Inc. 1401 N. Westshore Blvd. Tampa, FL 33607 April 26, 2024 VIA EDGAR Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 Re: Heritage Insurance Holdings, Inc. Registration Statement on Form S-3 File Number 333-277933 Ladies and Gentlemen: Heritage Insurance Holdings, Inc. (the “Company”) hereby requests that the effectiveness of the above-refe
April 26, 2024	S-3/A	As filed with the Securities and Exchange Commission on April 26, 2024 S-3/A Table of Contents As filed with the Securities and Exchange Commission on April 26, 2024 Registration Statement No.
April 25, 2024	DEFA14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of Commission Only (as permitted by Rule 14a-6(e)(2))
April 25, 2024	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of Commission Only (as permitted by
March 15, 2024	DEL AM	March 15, 2024 March 15, 2024 VIA EDGAR Securities and Exchange Commission Division of Corporation Finance 100 F Street, N.
March 14, 2024	EX-FILING FEES	Filing Fee Table. Exhibit 107 Calculation of Filing Fee Tables Form S-3 (Form Type) Heritage Insurance Holdings, Inc.
March 14, 2024	EX-4.2	Form of Indenture relating to the subordinated debt securities. EX-4.2 Exhibit 4.2 HERITAGE INSURANCE HOLDINGS, INC., Issuer AND [TRUSTEE], Trustee INDENTURE Dated as of [ ], 20[ ] Subordinated Debt Securities Table of Contents1 Article 1. DEFINITIONS 1 Section 1.01 Definitions of Terms 1 Article 2. ISSUE, DESCRIPTION, TERMS, EXECUTION, REGISTRATION AND EXCHANGE OF SECURITIES 5 Section 2.01 Designation and Terms of Securities 5 Section 2.02 Form of Securities
March 14, 2024	S-3	As filed with the Securities and Exchange Commission on March 14, 2024 S-3 Table of Contents As filed with the Securities and Exchange Commission on March 14, 2024 Registration Statement No.
March 14, 2024	EX-4.1	Form of Indenture relating to the senior debt securities. EX-4.1 Exhibit 4.1 HERITAGE INSURANCE HOLDINGS, INC., Issuer AND [TRUSTEE], Trustee INDENTURE Dated as of [•], 20[•] Senior Debt Securities INDENTURE INDENTURE, dated as of [•], 20[•], among HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Company”), and [TRUSTEE], as trustee (the “Trustee”): WHEREAS, for its lawful corporate purposes, the Company has duly authorized the execution a
March 13, 2024	EX-97.1	Heritage Insurance Holdings, Inc. Executive Officers Clawback Policy Exhibit 97.1 Heritage Insurance Holdings, Inc. Executive Officer Clawback Policy Approved by the Compensation Committee and the Board of Directors on November 2, 2023 (the “Adoption Date”) I. Purpose This Executive Officer Clawback Policy describes the circumstances under which Covered Persons of Heritage Insurance Holdings, Inc. and any of its direct or indirect subsidiaries (the “Company”) will
March 13, 2024	EX-21	Subsidiaries of the Registrant * Exhibit 21 HERITAGE INSURANCE HOLDINGS, INC. Subsidiaries As of December 31, 2023, the Company had the following active subsidiaries: Wholly-owned subsidiaries of Heritage Insurance Holdings, Inc. State of Incorporation Heritage Property & Casualty Insurance Company, Inc Florida Heritage MGA, LLC Florida Contractors' Alliance Network Florida Skye Lane Properties, LLC Florida Osprey Re Ltd Bermuda
March 13, 2024	10-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Year Ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. Delaware 45-5338504 (STATE OF INC
March 11, 2024	EX-99.1	Heritage Reports Fourth Quarter 2023 Results EX-99.1 Exhibit 99.1 Heritage Reports Fourth Quarter 2023 Results Tampa, FL – March 11, 2024: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported fourth quarter of 2023 financial results. Fourth Quarter 2024 Highlights • Fourth quarter net income of $30.9 million or $1.15 per diluted share im
March 11, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 11, 2024 HERITAGE INSURANCE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 11, 2024 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
February 21, 2024	SC 13G/A	HRTG / Heritage Insurance Holdings, Inc. / Hyer Raymond T Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Amendment No.
February 14, 2024	SC 13G	HRTG / Heritage Insurance Holdings, Inc. / DRIEHAUS CAPITAL MANAGEMENT LLC Passive Investment SC 13G 1 13gtemplate.htm SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2 (AMENDMENT NO. )* Heritage Insurance Holdings, Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 42727J102 (CUSIP Number) December 3
January 11, 2024	EX-10.4	Employee Agreement dated January 1, 2024 between Heritage Insurance Holdings, Inc. and Sharon Binnun (incorporated by reference to Exhibit 10.4 to our Form 8-K filed on January 11, 2024) Exhibit 10.4 AMENDED AND RESTATED EMPLOYMENT AGREEMENT THIS AMENDED AND RESTATED EMPLOYMENT AGREEMENT is made and entered into as of January 5, 2024 and amends and restates in its entirety the employment agreement dated as of September 1, 2021 (as amended and restated, this “Agreement”), by and between HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Company”), and Sharon Binnun, an
January 11, 2024	EX-10.3	Employment Agreement dated January 1, 2024 between Heritage Insurance Holdings, Inc., and Tim Moura (incorporated by reference to Exhibit 10.3 to our Form 8-K filed on January 11, 2024) Exhibit 10.3 AMENDED AND RESTATED EMPLOYMENT AGREEMENT THIS AMENDED AND RESTATED EMPLOYMENT AGREEMENT is made and entered into as of January 5, 2024 and amends and restates in its entirety the employment agreement dated as of September 1, 2021 (as amended and restated, this “Agreement”), by and between HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Company”), and Tim Moura, an ind
January 11, 2024	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 5, 2024 HERITAGE INSURANC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 5, 2024 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (
January 11, 2024	EX-10.2	Employment Agreement dated January 1, 2024 between Heritage Insurance Holdings, Inc., and Kirk Lusk (incorporated by reference to Exhibit 10.2 to our Form 8-K filed on January 11, 2024) Exhibit 10.2 AMENDED AND RESTATED EMPLOYMENT AGREEMENT THIS AMENDED AND RESTATED EMPLOYMENT AGREEMENT is made and entered into as of January 5, 2024 and amends and restates in its entirety the employment agreement dated as of April 13, 2021 (as amended and restated, this “Agreement”), by and between HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Company”), and Kirk Lusk, an indivi
January 11, 2024	EX-10.1	Employment Agreement dated January 1, 2024 between Heritage Insurance Holdings, Inc., and Ernie Garateix (incorporated by reference to Exhibit 10.1 to our Form 8-K filed on January 11, 2024) Exhibit 10.1 AMENDED AND RESTATED EMPLOYMENT AGREEMENT THIS AMENDED AND RESTATED EMPLOYMENT AGREEMENT is made and entered into as of January 5, 2024 and amends and restates in its entirety the employment agreement dated as of January 5, 2021 (as amended and restated, this “Agreement”), by and between HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Company”), and Ernie Garateix, an
December 19, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 14, 2023 HERITAGE INSURA UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 14, 2023 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation)
December 19, 2023	EX-99.1	Heritage Announces Closing of Primary Public Offering of Shares of Common Stock and Concurrent Private Placement Exhibit 99.1 Heritage Announces Closing of Primary Public Offering of Shares of Common Stock and Concurrent Private Placement TAMPA, Florida, December 19, 2023 – Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage,” or the “Company”), a super-regional property and casualty insurance holding company, today announced the completion of a primary offering of 3,703,703 shares of its common stock,
December 19, 2023	EX-1.1	Underwriting Agreement, dated December 14, 2023, by and between Heritage Insurance Holdings, Inc. and JonesTrading Institutional Services LLC Exhibit 1.1 Execution Version HERITAGE INSURANCE HOLDINGS, INC. 3,703,703 Shares COMMON STOCK ($0.0001 PAR VALUE) UNDERWRITING AGREEMENT December 14, 2023 December 14, 2023 JonesTrading Institutional Services LLC c/o JonesTrading Institutional Services LLC 325 Hudson Street, 6th Floor New York, New York 10013 Ladies and Gentlemen: Heritage Insurance Holdings, Inc., a Delaware corporation (the “Com
December 19, 2023	EX-1.2	Securities Purchase Agreement, dated December 14, 2023, by and among Heritage Insurance Holdings, Inc., Raymond T. Hyer, Ernie Garateix and Paul L. Whiting Exhibit 1.2 SECURITIES PURCHASE AGREEMENT This SECURITIES PURCHASE AGREEMENT (this “Agreement”), dated as of December 14, 2023, is made by and among Heritage Insurance Holdings, Inc., a Delaware corporation (the “Company”), a Delaware corporation (the “Company”), and the Purchasers listed on Exhibit A hereto, together with their permitted transferees (each, a “Purchaser” and collectively, the “Pur
December 18, 2023	424B5	Heritage Insurance Holdings, Inc. 3,703,703 Shares of Common Stock 424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-254091 PROSPECTUS SUPPLEMENT (to Prospectus dated April 19, 2021) Heritage Insurance Holdings, Inc. 3,703,703 Shares of Common Stock We are offering 3,703,703 shares of our common stock, par value $0.0001 per share pursuant to this prospectus supplement and the accompanying prospectus. Our shares of common stock are list
December 14, 2023	424B5	SUBJECT TO COMPLETION, PRELIMINARY PROSPECTUS SUPPLEMENT DATED DECEMBER 14, 2023 424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-254091 The information in this preliminary prospectus supplement and the accompanying prospectus is not complete and may be changed. Neither this prospectus supplement nor the accompanying prospectus is an offer to sell these securities, and we are not soliciting an offer to buy these securities, in any jurisdiction wher
December 14, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 14, 2023 HERITAGE INSURANCE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 14, 2023 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation) (C
December 14, 2023	EX-99.1	Heritage Announces Launch of Primary Offering of Shares of Common Stock EX-99.1 Exhibit 99.1 Heritage Announces Launch of Primary Offering of Shares of Common Stock TAMPA, Florida, December 14, 2023 – Heritage Insurance Holdings, Inc., (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today announced that it is commencing an underwritten public offering of its shares of common stock (the “Offering”). Heritage
December 12, 2023	10-Q/A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q/A (Amendment No. 1) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q/A (Amendment No. 1) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc
November 6, 2023	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q F UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of R
November 2, 2023	EX-99.1	Heritage Reports Third Quarter 2023 Results Exhibit 99.1 Heritage Reports Third Quarter 2023 Results Tampa, FL – November 2, 2023: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported third quarter of 2023 financial results. Third Quarter 2023 Result Highlights • Third quarter net loss of $7.4 million or ($0.28) per diluted share improv
November 2, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 2, 2023 HERITAGE INSURAN UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 2, 2023 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
October 5, 2023	EX-99.1	Heritage Insurance Holdings Provides Estimated Third Quarter 2023 Catastrophe Losses EX-99.1 Exhibit 99.1 Heritage Insurance Holdings Provides Estimated Third Quarter 2023 Catastrophe Losses TAMPA, Fla., October 4, 2023 — Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today announced that its estimated retained catastrophe losses for the third quarter of 2023 were approximately $40.0 m
October 5, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 4, 2023 HERITAGE INSURANC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 4, 2023 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (
August 9, 2023	EX-10.3	Amendment to Employment Agreement, dated as of June 19, 2023, by and between Heritage Insurance Holdings, Inc. and Tim Moura† Exhibit 10.3 AMendment to EMPLOYMENT AGREEMENT THIS AMENDMENT, dated as of June 19, 2023 (this “Amendment”) to the employment agreement dated as of September 1, 2021 (“Employment Agreement”), by and between HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Company”), and Tim Moura, an individual (“Executive”). RECITALS: WHEREAS, the Company is a publicly-traded company engaged in the
August 9, 2023	EX-10.2	Amendment to Employment Agreement, dated as of June 19, 2023, by and between Heritage Insurance Holdings, Inc. and Kirk Lusk† Exhibit 10.2 AMendment to EMPLOYMENT AGREEMENT THIS AMENDMENT, dated as of June 19, 2023 (this “Amendment”) to the employment agreement dated as of April 13, 2021 (“Employment Agreement”), by and between HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Company”), and Kirk Lusk, an individual (“Executive”). RECITALS: WHEREAS, the Company is a publicly-traded company engaged in the in
August 9, 2023	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registra
August 9, 2023	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 8, 2023 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
August 9, 2023	EX-10.1	Amendment to Employment Agreement, dated as of June 19, 2023, by and between Heritage Insurance Holdings, Inc. and Ernie Garateix† Exhibit 10.1 AMendment to EMPLOYMENT AGREEMENT THIS AMENDMENT, dated as of June 19, 2023 (this “Amendment”) to the employment agreement dated as of January 5, 2021 (“Employment Agreement”), by and between HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Company”), and Ernie Garateix, an individual (“Executive”). RECITALS: WHEREAS, the Company is a publicly-traded company engaged in
August 9, 2023	EX-10.4	Amendment to Employment Agreement, dated as of June 19, 2023, by and between Heritage Insurance Holdings, Inc. and Sharon Binnun† Exhibit 10.4 AMendment to EMPLOYMENT AGREEMENT THIS AMENDMENT, dated as of June 19, 2023 (this “Amendment”) to the employment agreement dated as of September 1, 2021 (“Employment Agreement”), by and between HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Company”), and Sharon Binnun, an individual (“Executive”). RECITALS: WHEREAS, the Company is a publicly-traded company engaged in
August 9, 2023	EX-99.1	Heritage Reports Second Quarter 2023 Results EX-99.1 Exhibit 99.1 Heritage Reports Second Quarter 2023 Results Tampa, FL – August 8, 2023: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported second quarter of 2023 financial results. Second Quarter 2023 Result Highlights • Second quarter net income of $7.8 million or $0.30 per diluted sh
June 9, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 7, 2023 HERITAGE INSURANCE H UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 7, 2023 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation) (Com
June 7, 2023	EX-99.1	Heritage Insurance Holdings, Inc. 2023 Omnibus Incentive Plan (incorporated by reference to Exhibit 99.1 of the Registration Statement filed on Form S-8 (File No. 333-272474) on June 7, 2023) EX-99.1 Exhibit 99.1 HERITAGE INSURANCE HOLDINGS, INC. 2023 OMNIBUS INCENTIVE PLAN 1. Purpose and Effective Date. (a) Purpose. The Heritage Insurance Holdings, Inc. 2023 Omnibus Incentive Plan has two complementary purposes: (i) to attract and retain outstanding individuals to serve as officers, employees, directors and service providers; and (ii) to increase stockholder value. This Plan will prov
June 7, 2023	S-8	As filed with the Securities and Exchange Commission on June 7, 2023 S-8 As filed with the Securities and Exchange Commission on June 7, 2023 Registration No.
June 7, 2023	EX-FILING FEES	Filing Fee Table (filed herewith). EX-FILING FEES Calculation of Filing Fee Tables Form S-8 (Form Type) Heritage Insurance Holdings, Inc.
May 18, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 18, 2023 HERITAGE INSURANCE H UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 18, 2023 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Com
May 18, 2023	EX-99.1	Heritage Announces Full Placement of 2023-2024 CAT XOL Reinsurance Program EX-99.1 Exhibit 99.1 Heritage Announces Full Placement of 2023-2024 CAT XOL Reinsurance Program Tampa, FL – May 18, 2023: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company announced today that it fully placed its 2023-2024 indemnity based, catastrophe excess-of-loss reinsurance program for its statutory in
May 8, 2023	10-Q	Quarter ended March 31, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registr
May 4, 2023	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 4, 2023 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Comm
May 4, 2023	EX-99.1	Heritage Reports First Quarter 2023 Results EX-99.1 Exhibit 99.1 Heritage Reports First Quarter 2023 Results Tampa, FL – May 4, 2023: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported first quarter of 2023 financial results. First Quarter 2023 Result Highlights • First quarter net income of $14.0 million or $0.55 per diluted share, u
April 28, 2023	DEFA14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of Commission Only (as permitted by Rule 14a-6(e)(2))
April 28, 2023	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) DEF 14A 1 d327904ddef14a.htm DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Us
March 13, 2023	EX-10	Eighth Amendment to Credit Agreement, dated February 8, 2023, among Heritage Insurance Holdings, Inc., certain subsidiaries of Heritage Insurance Holdings, Inc. from time to time party as guarantors, the lenders from time to time party and Regions Bank, as Administrative Agent and Collateral Agent (incorporated by reference to Exhibit 10.29 to our Form 10-K on March 13, 2023) EXHIBIT 10.29 EIGHTH AMENDMENT TO CREDIT AGREEMENT This EIGHTH AMENDMENT TO CREDIT AGREEMENT (this “Amendment”), dated as of February 6, 2023 (the “Eighth Amendment Effective Date”), is entered into by and among HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Borrower”), the Guarantors (here and hereafter as defined in the Credit Agreement (here and hereafter as defined below)), th
March 13, 2023	EX-21	Subsidiaries of the Registrant * Exhibit 21 HERITAGE INSURANCE HOLDINGS, INC. Subsidiaries As of December 31, 2022, the Company had the following active subsidiaries: Wholly-owned subsidiaries of Heritage Insurance Holdings, Inc. State of Incorporation Heritage Property & Casualty Insurance Company, Inc Florida Heritage MGA, LLC Florida Contractors' Alliance Network Florida Skye Lane Properties, LLC Florida Osprey Re Ltd Bermuda
March 13, 2023	10-K	Year ended December 31, 2022 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Year Ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. Delaware 45-5338504 (STATE OF INC
March 9, 2023	EX-99.1	Heritage Appoints Paul Whiting to Board of Directors EX-99.1 Exhibit 99.1 Heritage Appoints Paul Whiting to Board of Directors Tampa, FL – March 9, 2023: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today announced the appointment of Paul Whiting to the Company’s Board of Directors, effective immediately, to fill a recent vacancy. “We are honored to we
March 9, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 3, 2023 HERITAGE INSURANCE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 3, 2023 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Co
March 3, 2023	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 2, 2023 HERITAGE INSURANCE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 2, 2023 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Co
March 3, 2023	EX-99.1	Heritage Reports Fourth Quarter 2022 Results EX-99.1 Exhibit 99.1 Heritage Reports Fourth Quarter 2022 Results Tampa, FL – March 2, 2023: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported fourth quarter of 2022 financial results. Fourth Quarter 2022 Highlights • Fourth quarter net income of $12.5 million or $0.48 per diluted share, co
February 15, 2023	SC 13G/A	HRTG / Heritage Insurance Holdings Inc / Hyer Raymond T Passive Investment SC 13G/A 1 e618285sc13ga-heritage.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Amendment No. 3 to SCHEDULE 13G [Rule 13d-102] Under the Securities Exchange Act of 1934 INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO SECTION 240.13d-1(b), (c), and (d) AND AMENDMENTS THERETO FILED PURSUANT TO SECTION 240.13d-2 Heritage Insurance Holdings, Inc. (Name of Issuer)
February 13, 2023	SC 13G/A	HRTG / Heritage Insurance Holdings Inc / Hyer Raymond T Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Amendment No.
November 9, 2022	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Reg
November 9, 2022	8-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 8, 2022 HERITAGE INSURAN UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 8, 2022 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
November 9, 2022	EX-99.1	Heritage Reports Third Quarter 2022 Results EX-99.1 Exhibit 99.1 Heritage Reports Third Quarter 2022 Results Tampa, FL – November 8, 2022: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported third quarter of 2022 financial results. Third Quarter 2022 Result Highlights • Third quarter net loss of $48.2 million or $1.83 per diluted share
November 9, 2022	EX-10.1	Seventh Amendment to Credit Agreement, dated November 7, 2022, among Heritage Insurance Holdings, Inc., certain subsidiaries of Heritage Insurance Holdings, Inc. from time to time party as guarantors, the lenders from time to time party and Regions Bank, as Administrative Agent and Collateral Agent (incorporated by reference to Exhibit 10.1 to our Form 10-Q filed on November 9, 2022) EXHIBIT 10.1 SEVENTH AMENDMENT dated as of November 7, 2022, to that certain Credit Agreement, dated as of December 14, 2018, by and among HERITAGE INSURANCE HOLDINGS, INC. as the Borrower, CERTAIN Subsidiaries OF THE BORROWER PARTY HERETO, as the Guarantors, THE LENDERS PARTY HERETO, and REGIONS BANK, as the Administrative Agent, the Collateral Agent, the Swingline Lender and the Issuing Bank REG
August 12, 2022	EX-2	Raymond T. Hyer Kathleen Hyer Tara Tira Sean W. Poole Futura Circuits Corp. Hyer Family Partnership, LLC EXHIBIT 2 Identities/Names of Group Members Raymond T. Hyer Kathleen Hyer Tara Tira Sean W. Poole Futura Circuits Corp. Hyer Family Partnership, LLC
August 12, 2022	EX-1	JOINT FILING AGREEMENT EXHIBIT 1 JOINT FILING AGREEMENT In accordance with Rule 13d-1(k) of the Securities Exchange Act of 1934, as amended, the undersigned agree to the joint filing on behalf of each of them of a Statement on Schedule 13G (including any and all amendments thereto) with respect to the shares of common stock of Heritage Insurance Holdings, Inc.
August 12, 2022	SC 13G/A	HRTG / Heritage Insurance Holdings Inc / Hyer Raymond T Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Amendment No.
August 8, 2022	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registra
August 5, 2022	8-K	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 2, 2022 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
August 5, 2022	EX-99.1	Heritage Reports Second Quarter 2022 Results Exhibit 99.1 Heritage Reports Second Quarter 2022 Results Tampa, FL ? August 4, 2022: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company, today reported second quarter of 2022 financial results. Second Quarter 2022 Results ? Second quarter net loss of $87.9 million or $3.32 per diluted share, down from a ne
June 28, 2022	8-K	Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 23, 2022 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation) (Co
June 7, 2022	8-K	Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 6, 2022 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Com
June 7, 2022	EX-99.1	Heritage Announces Details 2022-2023 Catastrophe Reinsurance Program Exhibit 99.1 Heritage Announces Details 2022-2023 Catastrophe Reinsurance Program Tampa, FL ? June 6, 2022: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company, announced today details regarding the placement of its 2022-2023 catastrophe reinsurance program for its statutory insurance subsidiaries, including
June 2, 2022	8-K	Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 1, 2022 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Com
June 2, 2022	EX-99.1	Heritage Announces Full Placement of 2022-2023 CAT XOL Reinsurance Program Exhibit 99.1 Heritage Announces Full Placement of 2022-2023 CAT XOL Reinsurance Program Tampa, FL ? June 1, 2022: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company announced today that it fully placed its 2022-2023 catastrophe excess-of-loss reinsurance program for its insurance subsidiaries, Heritage Prop
May 25, 2022	EX-1	JOINT FILING AGREEMENT EXHIBIT 1 JOINT FILING AGREEMENT In accordance with Rule 13d-1(k) of the Securities Exchange Act of 1934, as amended, the undersigned agree to the joint filing on behalf of each of them of a Statement on Schedule 13G (including any and all amendments thereto) with respect to the shares of common stock of Heritage Insurance Holdings, Inc.
May 25, 2022	SC 13G	HRTG / Heritage Insurance Holdings Inc / Hyer Raymond T Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G [Rule 13d-102] Under the Securities Exchange Act of 1934 INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO SECTION 240.
May 9, 2022	EX-10.1	Sixth Amendment to Credit Agreement, dated May 4, 2022, among Heritage Insurance Holdings, Inc., certain subsidiaries of Heritage Insurance Holdings, Inc. from time to time party as guarantors, the lenders from time to time party and Regions Bank, as Administrative Agent and Collateral Agent (incorporated by reference to Exhibit 10.1 to our Form 10-Q filed on May 9, 2022) Exhibit 10.1 SIXTH AMENDMENT TO CREDIT AGREEMENT This SIXTH AMENDMENT TO CREDIT AGREEMENT (this ?Amendment?), dated as of May 4, 2022 (the ?Sixth Amendment Execution Date?) and effective as of March 31, 2022 (the ?Sixth Amendment Effective Date?), is entered into by and among HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the ?Borrower?), the Guarantors, the Lenders party hereto, and R
May 9, 2022	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registr
May 6, 2022	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 5, 2022 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Comm
May 6, 2022	EX-99.1	Heritage Reports First Quarter 2022 Results Exhibit 99.1 Heritage Reports First Quarter 2022 Results Clearwater, FL ? May 5, 2022: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company, today reported first quarter of 2022 financial results. First Quarter 2022 Results ? First quarter net loss of $30.8 million or $1.15 per diluted share, up from a net lo
April 29, 2022	DEF 14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) DEF 14A 1 d354619ddef14a.htm DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Us
April 29, 2022	DEFA14A	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)
March 14, 2022	10-K	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Year Ended December 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. Delaware 45-5338504 (STATE OF INC
March 14, 2022	EX-21	Subsidiaries of the Registrant * Exhibit 21 HERITAGE INSURANCE HOLDINGS, INC. Subsidiaries As of December 31, 2021, the Company had the following active subsidiaries: Wholly-owned subsidiaries of Heritage Insurance Holdings, Inc. State of Incorporation Heritage Property & Casualty Insurance Company, Inc Florida Heritage MGA, LLC Florida Contractors' Alliance Network Florida Skye Lane Properties, LLC Florida Osprey Re Ltd Bermuda
March 8, 2022	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 7, 2022 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Co
March 8, 2022	EX-99.1	Heritage Reports Fourth Quarter 2021 Results Including Strong Underwriting Income on Revenue Growth and Combined Ratio Improvement Exhibit 99.1 Heritage Reports Fourth Quarter 2021 Results Including Strong Underwriting Income on Revenue Growth and Combined Ratio Improvement Tampa, FL ? March 7, 2022: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company, today reported fourth quarter and full-year 2021 financial results. Fourth Quarter an
February 8, 2022	SC 13G/A	HRTG / Heritage Insurance Holdings Inc / DIMENSIONAL FUND ADVISORS LP - SEC SCHEDULE 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 )* Heritage Insurance Holdings Inc (Name of Issuer) Common Stock (Title of Class of Securities) 42727J102 (CUSIP Number) December 31, 2021 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to w
November 8, 2021	EX-10.25	Employment Agreement dated September 1, 2021 between Heritage Insurance Holdings, Inc., and Tim Moura (incorporated by reference to Exhibit 10.25 to our Form 10-Q filed on November 8, 2021) Exhibit 10.25 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT ("Agreement"), dated September 1st , 2021 is made and entered into by and between HERITAGE INSURANCE HOLDINGS, INC., Delaware corporation, and all of its affiliate and subsidiary companies (collectively, the "Company"), and Tim Moura (the "Executive"). RECITALS 1. The Company is publicly traded and engaged in the insurance and financial
November 8, 2021	EX-10.24	Employment Agreement dated September 1, 2021 between Heritage Insurance Holdings, Inc., and Sharon Binnun (incorporated by reference to Exhibit 10.24 to our Form 10-Q filed on November 8, 2021) Exhibit 10.24 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT ("Agreement"), dated September 1, 2021 is made and entered into by and between HERITAGE INSURANCE HOLDINGS, INC., Delaware corporation, and all of its affiliate and subsidiary companies (collectively, the "Company"), and Sharon Binnun (the "Executive"). RECITALS 1. The Company is publicly traded and engaged in the insurance and financial
November 8, 2021	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Reg
November 4, 2021	EX-99.1	Heritage Reports Third Quarter 2021 Results Exhibit 99.1 Heritage Reports Third Quarter 2021 Results Clearwater, FL ? November 4, 2021: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company, today reported third quarter 2021 financial results. Third Quarter 2021 Highlights ? Net loss of $16.4 million, or $0.59 per diluted share. ? Book value per share o
November 4, 2021	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 4, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
October 21, 2021	EX-99.1	Heritage Announces Third Quarter 2021 Earnings Dates and Preliminary Weather Losses Exhibit 99.1 Heritage Announces Third Quarter 2021 Earnings Dates and Preliminary Weather Losses Clearwater, FL ? October 21, 2021: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company, will announce third quarter 2021 financial results after the market closes on Thursday, November 4, 2021, followed by a 9:30
October 21, 2021	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 21, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
August 6, 2021	10-Q	UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registra
August 6, 2021	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 5, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
August 6, 2021	EX-99.1	Heritage Reports Second Quarter 2021 Results Exhibit 99.1 Heritage Reports Second Quarter 2021 Results Clearwater, FL ? August 5, 2021: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company, today reported second quarter 2021 financial results. Second Quarter 2021 Highlights ? Net loss of $4.0 million, or $0.14 per share. ? Book value per share of $15.20
August 3, 2021	EX-10.1	Fifth Amendment to Credit Agreement, dated July 28, 2021, among Heritage Insurance Holdings, Inc., certain subsidiaries of Heritage Insurance Holdings, Inc. from time to time party as guarantors, the lenders from time to time party and Regions Bank, as Administrative Agent and Collateral Agent (incorporated by reference to our Form 8-K filed on August 3, 2021). Exhibit 10.1 Executed Copy FIFTH AMENDMENT TO CREDIT AGREEMENT This FIFTH AMENDMENT TO CREDIT AGREEMENT (this ?Amendment?), dated as of July 28, 2021 (the ?Fifth Amendment Effective Date?), is entered into by and among HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the ?Borrower?), the Guarantors, the Lenders, and Regions Bank, in its capacities as Administrative Agent, Collateral Agen
August 3, 2021	8-K	Entry into a Material Definitive Agreement, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 28, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation) (Co
July 21, 2021	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 21, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Co
July 21, 2021	EX-99.1	Heritage Announces Second Quarter 2021 Earnings Dates and Preliminary Weather Losses Exhibit 99.1 Heritage Announces Second Quarter 2021 Earnings Dates and Preliminary Weather Losses Clearwater, FL ? July 21, 2021: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company, will announce second quarter 2021 financial results after the market closes on Thursday, August 5, 2021, followed by a 9:30 am
June 1, 2021	8-K	Submission of Matters to a Vote of Security Holders UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 25, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation) (Com
May 26, 2021	8-K	Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 26, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Com
May 26, 2021	EX-99.1	Heritage Announces 2021-2022 Catastrophe Reinsurance Program Exhibit 99.1 Heritage Announces 2021-2022 Catastrophe Reinsurance Program Clearwater, FL ? May 26, 2021: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company, announced today that it placed its 2021-2022 catastrophe reinsurance program for its statutory insurance subsidiaries, including Heritage Property Casu
May 7, 2021	EX-10.20	Employee Agreement dated January 1, 2015 between Heritage Insurance Holdings, Inc. and Sharon Binnun (incorporated by reference to Exhibit 10.20 to our Form 10-Q filed on May 7, 2021) Executed Copy Exhibit 10.20 Heritage Insurance Holdings, Inc. A DELAWARE CORPORATION EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT ("Agreement") is made and entered into as of January 1, 2015 by and between HERITAGE INSURANCE HOLDINGS, INC., and any of its parent or subsidiary companies (collectively , the "Company") , and Sharon Binnun (the "Executive"). RECITALS 1. The Company owns and operates
May 7, 2021	EX-10.21	Employment Agreement dated April 2, 2018 between Zephyr Insurance Company, Inc., and Tim Johns (incorporated by reference to Exhibit 10.21 to our Form 10-Q filed on May 7, 2021) Executed Copy Exhibit 10.21 Zephyr Insurance Company, Inc. A HAWAII CORPORATION EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (?Agreement?) is made and entered into as of April 2, 2018 by and between ZEPHR INSURANCE COMPANY, INC., Hawaii corporation, and any of its parent or subsidiary companies (collectively, the ?Company?), and TIM JOHNS (the, ?Executive?). RECITALS 1. The Company is engaged in
May 7, 2021	EX-10.22	Form of Restricted Stock Award Agreement (Time-Based and Performance-Based Vesting) (incorporated by reference to Exhibit 10.22 to our Form 10-Q filed on May 7, 2021) Exhibit 10.22 Heritage Insurance Holdings, Inc. Restricted Stock Award Agreement This Restricted Stock Award Agreement (the ?Agreement?) is entered into as of [], 202[] (the ?Award Date?) between Heritage Insurance Holdings, Inc. (the ?Company?) and [] (the ?Participant?). Any term capitalized but not defined in the Agreement shall have the meaning set forth in the Heritage Insurance Holdings, Inc
May 7, 2021	EX-10.23	Fourth Amendment of Credit Agreement, data March 24, 2021, among Heritage Insurance Holdings, Inc., certain subsidiaries of Heritage Insurance Holdings, Inc., from time to time party as guarantors, the lenders from time to time party, and Regions Bank, as Administrative Agent and Collateral Agent (incorporated by reference to Exhibit 10.23 to our Form 10-Q filed on, May 7, 2021) Executed Copy Exhibit 10.23 FOURTH AMENDMENT TO CREDIT AGREEMENT This FOURTH AMENDMENT TO CREDIT AGREEMENT (this ?Amendment?), dated as of March 24, 2021 (the ?Fourth Amendment Effective Date?), is entered into by and among HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the ?Borrower?), the Guarantors, the Lenders party hereto, and Regions Bank, in its capacity as Administrative Agent
May 7, 2021	10-Q	Quarterly Report - 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ? QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registr
May 5, 2021	EX-99.1	Heritage Reports First Quarter 2021 Results Exhibit 99.1 Heritage Reports First Quarter 2021 Results Clearwater, FL ? May 5, 2021: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (?Heritage? or the ?Company?), a super-regional property and casualty insurance holding company, today reported first quarter 2021 financial results. First Quarter 2021 Highlights ? Net loss of $5.1 million, or ($0.19) per diluted share. ? Book value per share of $1
May 5, 2021	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 5, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Comm
April 23, 2021	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 22, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
April 23, 2021	EX-99.1	Heritage Announces Preliminary First Quarter 2021 Weather Losses EX-99.1 Exhibit 99.1 Heritage Announces Preliminary First Quarter 2021 Weather Losses Clearwater, FL – April 22, 2021: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, announced today that it expects to incur approximately $15.4 million of net current accident quarter catastrophe losses and $16.1 million
April 20, 2021	CORRESP	Heritage Insurance Holdings, Inc. 2600 McCormick Drive, Suite 300 Clearwater, FL 33759 Heritage Insurance Holdings, Inc. 2600 McCormick Drive, Suite 300 Clearwater, FL 33759 April 20, 2021 VIA EDGAR Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549 Re: Heritage Insurance Holdings, Inc. Registration Statement on Form S-3 File Number 333-254091 Ladies and Gentlemen: Heritage Insurance Holdings, Inc. (the ?Company?) hereby requests that the effectiveness of t
April 19, 2021	S-3/A	- S-3/A Table of Contents As filed with the Securities and Exchange Commission on April 19, 2021 Registration Statement No.
April 15, 2021	DEFA14A	- DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin
April 15, 2021	DEF 14A	- DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14
April 14, 2021	EX-10.1	Employment Agreement dated April 13, 2021 between Heritage Insurance Holdings, Inc., and Kirk Lusk (incorporated by reference to Exhibit 10.1 to our Form 8-K filed on April 14, 2021) Exhibit 10.1 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (?Agreement?), dated April 13, 2021 is made and entered into by and between HERITAGE INSURANCE HOLDINGS, INC., Delaware corporation, and all of its affiliate and subsidiary companies (collectively, the ?Company?), and Kirk H. Lusk (the ?Executive?). RECITALS 1. The Company is publicly traded and engaged in the insurance and financial serv
April 14, 2021	8-K	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 13, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
March 10, 2021	EX-4.2	Form of Indenture relating to the subordinated debt securities. Exhibit 4.2 HERITAGE INSURANCE HOLDINGS, INC., Issuer AND [TRUSTEE], Trustee INDENTURE Dated as of [], 20[] Subordinated Debt Securities Table of Contents1 Article 1. DEFINITIONS 1 Section 1.01 Definitions of Terms 1 Article 2. ISSUE, DESCRIPTION, TERMS, EXECUTION, REGISTRATION AND EXCHANGE OF SECURITIES 5 Section 2.01 Designation and Terms of Securities 5 Section 2.02 Form of Securities and Trust
March 10, 2021	S-3	- S-3 Table of Contents As filed with the Securities and Exchange Commission on March 10, 2021 Registration Statement No.
March 10, 2021	EX-4.1	Form of Indenture relating to the senior debt securities. Exhibit 4.1 HERITAGE INSURANCE HOLDINGS, INC., Issuer AND [TRUSTEE], Trustee INDENTURE Dated as of [?], 20[?] Senior Debt Securities INDENTURE INDENTURE, dated as of [?], 20[?], among HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the ?Company?), and [TRUSTEE], as trustee (the ?Trustee?): WHEREAS, for its lawful corporate purposes, the Company has duly authorized the execution and deli
March 9, 2021	EX-21	Subsidiaries of the Registrant HERITAGE INSURANCE HOLDINGS, INC. Exhibit 21 Subsidiaries Wholly-owned subsidiaries of Heritage Insurance Holdings, Inc. State of Incorporation Heritage Property & Casualty Insurance Company, Inc Florida NBIC Holdings, Inc. Delaware Zephyr Acquisition Company Delaware Heritage MGA, LLC Florida Osprey Re Ltd Bermuda Contractors' Alliance Network Florida Skye Lane Properties, LLC Florida First Acces
March 9, 2021	10-K	Annual Report - 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Year Ended December 31, 2020 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. Delaware 45-5338504 (STATE OF INC
March 4, 2021	8-K	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 3, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Co
March 3, 2021	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 3, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Co
March 3, 2021	EX-99.1	Heritage Reports Fourth Quarter 2020 Results EX-99.1 Exhibit 99.1 Heritage Reports Fourth Quarter 2020 Results Clearwater, FL – March 3, 2021: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported fourth quarter 2020 financial results. Fourth Quarter 2020 Highlights • Net income of $2.8 million, or $0.10 per diluted share. • Book value pe
February 12, 2021	SC 13G	SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* Heritage Insurance Holdings Inc (Name of Issuer) Common Stock (Title of Class of Securities) 42727J102 (CUSIP Number) December 31, 2020 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to whi
January 25, 2021	EX-99.1	Heritage Announces Preliminary Fourth Quarter 2020 Weather and Separation Costs EX-99.1 Exhibit 99.1 Heritage Announces Preliminary Fourth Quarter 2020 Weather and Separation Costs Clearwater, FL – January 25, 2021: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, announced today that it expects to incur approximately $28.6 million of net current accident year catastrophe losses and
January 25, 2021	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 25, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
January 6, 2021	EX-10.1	Employment Agreement dated January 5, 2021 between Heritage Insurance Holdings, Inc. and Ernie Garateix (incorporated by reference to Exhibit 10.1 to our Form 8-K filed on January 6, 2021) EX-10.1 Exhibit 10.1 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (“Agreement”), dated January 5, 2021 is made and entered into by and between HERITAGE INSURANCE HOLDINGS, INC., Delaware corporation, and all of its affiliate and subsidiary companies (collectively, the “Company”), and Ernie Garateix (the “Executive”). RECITALS 1. The Company is a publicly-traded company engaged in the insurance a
January 6, 2021	8-K	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 5, 2021 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (
December 4, 2020	EX-10.1	Consulting Agreement dated December 1, 2020 between Heritage Insurance Holdings, Inc. and Lucas Consulting Services, LLC. EX-10.1 Exhibit 10.1 CONSULTING AGREEMENT Effective December 1, 2020, this Consulting Agreement (“Agreement”) is entered into by and between Heritage Insurance Holdings, Inc. (“Heritage”) and Lucas Consulting Services, LLC who will provide consulting services as an independent contractor (“Consultant”) (collectively Heritage and Consultant will be referred to as the “Parties”). RECITATIONS A. Heri
December 4, 2020	8-K	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): December 1, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
December 4, 2020	EX-10.3	Separation Agreement, dated December 1, 2020 between Heritage Insurance Holdings, Inc. and Richard Widdicombe. EX-10.3 Exhibit 10.3 SEPARATION AGREEMENT This Separation Agreement (the “Separation Agreement”), dated December 1, 2020, is made by and between Heritage Insurance Holdings, Inc., together with its parent, affiliates and subsidiaries (collectively referred to throughout this Separation Agreement as “Heritage” or the “Company”) and Richard Widdicombe, together with his heirs, executors, administrat
December 4, 2020	EX-10.2	Separation Agreement, dated December 1, 2020 between Heritage Insurance Holdings, Inc. and Bruce Lucas. EX-10.2 Exhibit 10.2 SEPARATION AGREEMENT This Separation Agreement (the “Separation Agreement”), dated December 1, 2020, is made by and between Heritage Insurance Holdings, Inc., together with its parent, affiliates and subsidiaries (collectively referred to throughout this Separation Agreement as “Heritage” or the “Company”) and Bruce Lucas, together with his heirs, executors, administrators, su
November 5, 2020	10-Q	Quarterly Report - 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Reg
November 2, 2020	8-K	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers, Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 2, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
November 2, 2020	EX-99.2	Heritage Announces Management Changes EX-99.2 Exhibit 99.2 Heritage Announces Management Changes Clearwater, FL – November 2, 2020: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, announced today that Ernie Garateix, the Company’s Chief Operating Officer, has been promoted to Chief Executive Officer and will join the Board of Directors, eff
November 2, 2020	EX-99.1	Heritage Reports Third Quarter 2020 Results EX-99.1 Exhibit 99.1 Heritage Reports Third Quarter 2020 Results Clearwater, FL – November 2, 2020: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported third quarter 2020 financial results. Third Quarter 2020 Highlights • Net loss of $5.2 million, or $0.19 per diluted share. Realized investme
October 16, 2020	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 15, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
October 16, 2020	EX-99.1	Heritage Announces Preliminary Third Quarter 2020 Catastrophe and Weather Losses EX-99.1 Exhibit 99.1 Heritage Announces Preliminary Third Quarter 2020 Catastrophe and Weather Losses Clearwater, FL – October 15, 2020: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, announced today that it expects to incur approximately $24.5 million of net current accident quarter catastrophe losses
August 4, 2020	10-Q	Quarterly Report - 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registra
August 4, 2020	EX-10.1	Third Amendment to Credit Agreement, dated June 1, 2020, among Heritage Insurance Holdings, Inc., certain subsidiaries of Heritage Insurance Holdings, Inc. from time to time party as guarantors, the lenders from time to time party, and Regions Bank, as Administrative Agent and Collateral Agent. Exhibit 10.1 Execution Version THIRD AMENDMENT TO CREDIT AGREEMENT This THIRD AMENDMENT TO CREDIT AGREEMENT (this “Amendment”), dated as of June 1, 2020 (the “Third Amendment Effective Date”), is entered into by and among HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Borrower”), the Guarantors, the Lenders party hereto, and Regions Bank, in its capacity as Administrative Agent (t
August 3, 2020	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 3, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (C
August 3, 2020	EX-99.1	Heritage Reports Second Quarter 2020 Results EX-99.1 Exhibit 99.1 Heritage Reports Second Quarter 2020 Results Clearwater, FL – August 3, 2020: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a property and casualty insurance holding company, today reported second quarter 2020 financial results. Second Quarter 2020 Highlights • Net income for the quarter was $4.1 million, or $0.15 per diluted share. • Book value
July 15, 2020	EX-99.1	Heritage Announces Preliminary Second Quarter 2020 Weather and Catastrophe Losses EX-99.1 Exhibit 99.1 Heritage Announces Preliminary Second Quarter 2020 Weather and Catastrophe Losses Clearwater, FL – July 14, 2020: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, announced today that it expects to incur approximately $26.8 million of net current accident quarter weather losses in se
July 15, 2020	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 14, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (Co
June 26, 2020	8-K	Submission of Matters to a Vote of Security Holders 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 22, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation)
June 15, 2020	8-K	Financial Statements and Exhibits, Other Events 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): June 15, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
June 15, 2020	EX-99.1	Heritage Announces 2020-2021 Reinsurance Program EX-99.1 Exhibit 99.1 Heritage Announces 2020-2021 Reinsurance Program Clearwater, FL – June 15, 2020: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a property and casualty insurance holding company, announced today that it placed its 2020-2021 catastrophe reinsurance program for its statutory insurance subsidiaries, including Heritage Property Casualty Insurance Com
May 8, 2020	EX-10.15	Restricted Stock Award Agreement, dated November 4, 2015, by and between Heritage Insurance Holdings, Inc. and Rich Widdicombe (incorporated by reference to Exhibit 10.15 to the Company’s Quarterly Report on Form 10-Q filed on May 8, 2020) Exhibit 10.15 Heritage Insurance Holdings, Inc. Restricted Stock Award Agreement This Restricted Stock Award Agreement (the “Agreement”) is entered into as of November 4, 2015 (the “Award Date”) between Heritage Insurance Holdings, Inc. (the “Company”) and Rich Widdicombe (the “Participant”). Any term capitalized but not defined in the Agreement shall have the meaning set forth in the Heritage Ins
May 8, 2020	EX-10.17	First Amendment to Credit Agreement, dated as of May 17, 2019, by and between Heritage Insurance Holdings, Inc. and the Lenders party, the Guarantors and Regions Bank Exhibit 10.17 FIRST AMENDMENT TO CREDIT AGREEMENT This FIRST AMENDMENT TO CREDIT AGREEMENT, dated as of May 17, 2019 (this “Amendment”), to the Credit Agreement referenced below is entered into by and among HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Borrower”), the Guarantors, the Lenders party hereto, and Regions Bank, in its capacity as Administrative Agent (the “Administrat
May 8, 2020	EX-10.11	First Amendment to Employment Agreement, dated January 1, 2018, by and between NBIC Service Company, Inc. and Timothy M. Moura (incorporated by reference to Exhibit 10.11 to the Company’s Quarterly Report on Form 10-Q filed on May 8, 2020) Exhibit 10.11 FIRST AMENDMENT TO EMPLOYMENT AGREEMENT THIS FIRST AMENDMENT TO EMPLOYMENT AGREEMENT ("Agreement") is made, entered into and effective on January 1, 2018, by and between NBIC Service Company, Inc. (the "Company"), and Timothy M. Moura (the "Executive"). RECITALS 1. The Company is engaged in the insurance and financial services industry; 2. The Executive and Company signed an employme
May 8, 2020	EX-10.16	Restricted Stock Award Agreement, dated February 12, 2018, by and between Heritage Insurance Holdings, Inc. and Timothy Moura (incorporated by reference to Exhibit 10.16 to the Company’s Quarterly Report on Form 10-Q filed on May 8, 2020) Exhibit 10.16 Heritage Insurance Holdings, Inc. Restricted Stock Award Agreement This Restricted Stock Award Agreement (the “Agreement”) is entered into as of February 12, 2018 (the “Award Date”) between Heritage Insurance Holdings, Inc. (the “Company”) and Timothy Moura (the “Participant”). Any term capitalized but not defined in the Agreement shall have the meaning set forth in the Heritage Insu
May 8, 2020	EX-10.10	Employment Agreement, dated February 3, 2014, by and between NBIC Service Company, Inc. and Timothy M. Moura Exhibit 10.10 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (the “Agreement”) is by and between NBIC Service Company, Inc, a Rhode Island Corporation with a principal place of business located at 25 Maple Street, Pawtucket, Rhode Island (the “Company”) and Timothy M. Moura, an individual residing at 51 Pinsonnault Lane, North Attleboro, MA 02760 (the “Executive”). W I T N E S S E T H T H A T: WHE
May 8, 2020	10-Q	Quarterly Report - 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registr
May 8, 2020	EX-10.13	Restricted Stock Award Agreement, dated November 4, 2015, by and between Heritage Insurance Holdings, Inc. and Bruce Lucas Exhibit 10.13 Heritage Insurance Holdings, Inc. Restricted Stock Award Agreement This Restricted Stock Award Agreement (the “Agreement”) is entered into as of November 4, 2015 (the “Award Date”) between Heritage Insurance Holdings, Inc. (the “Company”) and Bruce Lucas (the “Participant”). Any term capitalized but not defined in the Agreement shall have the meaning set forth in the Heritage Insuran
May 8, 2020	EX-10.14	Restricted Stock Award Agreement, dated February 12, 2018, by and between Heritage Insurance Holdings, Inc. and Kirk Lusk (incorporated by reference to Exhibit 10.14 to the Company’s Quarterly Report on Form 10-Q filed on May 8, 2020) Exhibit 10.14 Heritage Insurance Holdings, Inc. Restricted Stock Award Agreement This Restricted Stock Award Agreement (the “Agreement”) is entered into as of February 12, 2018 (the “Award Date”) between Heritage Insurance Holdings, Inc. (the “Company”) and Kirk Lusk (the “Participant”). Any term capitalized but not defined in the Agreement shall have the meaning set forth in the Heritage Insuranc
May 8, 2020	EX-10.12	Restricted Stock Award Agreement, dated November 4, 2015, by and between Heritage Insurance Holdings, Inc. and Ernie Garateix Exhibit 10.12 Heritage Insurance Holdings, Inc. Restricted Stock Award Agreement This Restricted Stock Award Agreement (the “Agreement”) is entered into as of November 4, 2015 (the “Award Date”) between Heritage Insurance Holdings, Inc. (the “Company”) and Ernie Garateix (the “Participant”). Any term capitalized but not defined in the Agreement shall have the meaning set forth in the Heritage Insu
May 8, 2020	EX-10.9	Amendment to Employment agreement, dated October 7, 2019, by and between Heritage Insurance Holdings, Inc. and Kirk H. Lusk Exhibit 10.9 Heritage Insurance Holdings, Inc. A DELAWARE CORPORATION AMENDMENT TO EMPLOYMENT AGREEMENT THIS AMENDMENT TO EMPLOYMENT AGREEMENT ("Amendment") is made and entered into on October 7, 2019, by and between HERITAGE INSURANCE HOLDINGS, INC., and its subsidiary companies (collectively, the "Company"), and Kirk H. Lusk (the "Executive"). RECITALS 1. The Company is engaged in the insurance
May 4, 2020	EX-99.1	Heritage Reports First Quarter 2020 Results EX-99.1 Exhibit 99.1 Heritage Reports First Quarter 2020 Results Clearwater, FL – May 4, 2020: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a property and casualty insurance holding company, today reported first quarter 2020 financial results. First Quarter 2020 Highlights • Net income for the quarter was $7.6 million, or $0.27 per diluted share. • Book value per s
May 4, 2020	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 4, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (
April 30, 2020	EX-10.1	Second Amendment to Credit Agreement, dated April 27, 2020, among Heritage Insurance Holdings, Inc., certain subsidiaries of Heritage Insurance Holdings, Inc. from time to time party as guarantors, the lenders from time to time party, and Regions Bank, as Administrative Agent and Collateral Agent. EX-10.1 Exhibit 10.1 Execution Version SECOND AMENDMENT TO CREDIT AGREEMENT This SECOND AMENDMENT TO CREDIT AGREEMENT (this “Amendment”), dated as of April 27, 2020 (the “Second Amendment Effective Date”), is entered into by and among HERITAGE INSURANCE HOLDINGS, INC., a Delaware corporation (the “Borrower”), the Guarantors, the Lenders party hereto, and Regions Bank, in its capacity as Administra
April 30, 2020	8-K	Entry into a Material Definitive Agreement, Financial Statements and Exhibits 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 27, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation
April 28, 2020	DEFA14A	- DEFA14A DEFA14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2))
April 28, 2020	DEF 14A	Schedule 14A DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.
April 9, 2020	8-K	Shareholder Director Nominations 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 3, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation)
March 10, 2020	10-K	HRTG / Heritage Insurance Holdings, Inc. 10-K - Annual Report - 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Year Ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number 001-36462 Heritage Insurance Holdings, Inc.
March 10, 2020	EX-4.5	Exhibit 4.5 Exhibit 4.5 DESCRIPTION OF CAPITAL STOCK The following is a summary of the Heritage Insurance Holdings, Inc. (the “Company”) capital stock and provisions of its Certificate of Incorporation and Bylaws, and certain provisions of Delaware law. This summary does not purport to be complete and is qualified in its entirety by the provisions of our Certificate of Incorporation and Bylaws, each of which
March 10, 2020	EX-21	Subsidiaries of the Registrant * HERITAGE INSURANCE HOLDINGS, INC. Exhibit 21 Subsidiaries Wholly-owned subsidiaries of Heritage Insurance Holdings, Inc. State of Incorporation Heritage Property & Casualty Insurance Company, Inc Florida NBIC Holdings, Inc. Delaware Zephyr Acquisition Company Delaware Heritage MGA, LLC Florida Osprey Re Ltd Bermuda Contractors' Alliance Network Florida Skye Lane Properties, LLC Florida First Acces
March 10, 2020	EX-10.8	Employment Agreement, dated November 14, 2015 by and between Heritage Insurance Holdings, Inc. and Ernesto Garateix Exhibit 10.8 Heritage Insurance Holdings, Inc. A DELAWARE CORPORATION EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT ("Agreement") is made and entered into as of November 4, 2015 by and between HERITAGE INSURANCE HOLDINGS, INC., and its subsidiary companies (collectively, the "Company"), and Ernie Garateix (the "Executive"). RECITALS 1. The Company is engaged in the insurance and financial service
February 28, 2020	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 27, 2020 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporat
February 28, 2020	EX-99.1	Heritage Reports Fourth Quarter and Full-Year 2019 Results EX-99.1 Exhibit 99.1 Heritage Reports Fourth Quarter and Full-Year 2019 Results Clearwater, FL – February 27, 2020: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported fourth quarter 2019 financial results. Fourth Quarter 2019 Highlights • Net income for the quarter was $12.8 million, or $0.4
January 8, 2020	CORRESP	HRTG / Heritage Insurance Holdings, Inc. CORRESP - - CORRESP Heritage Insurance Holdings, Inc. 2600 McCormick Dr., Suite 300 Clearwater, FL 33759 Telephone: 727-362-7211 www.heritagepci.com January 8, 2020 Ms. Bonnie Baines Mr. Mark Brunhofer Division of Corporation Finance Office of Finance United States Securities and Exchange Commission Washington, D.C. 20549 Re: Heritage Insurance Holdings, Inc. Form 10-K for the Fiscal Year Ended December 31, 2
November 26, 2019	CORRESP	HRTG / Heritage Insurance Holdings, Inc. CORRESP - - CORRESP Heritage Insurance Holdings, Inc. 2600 McCormick Dr., Suite 300 Clearwater, FL 33759 Telephone: 727-362-7211 www.heritagepci.com November 26, 2019 Ms. Bonnie Baines Mr. Mark Brunhofer Division of Corporation Finance Office of Finance United States Securities and Exchange Commission Washington, D.C. 20549 Re: Heritage Insurance Holdings, Inc. Form 10-K for the Fiscal Year Ended December 31,
November 6, 2019	10-Q	HRTG / Heritage Insurance Holdings, Inc. 10-Q - Quarterly Report - 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Reg
October 31, 2019	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 31, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporati
October 31, 2019	EX-99.1	Heritage Reports Third Quarter 2019 Results EX-99.1 Exhibit 99.1 Heritage Reports Third Quarter 2019 Results Clearwater, FL – October 31, 2019: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a property and casualty insurance holding company, today reported third quarter 2019 financial results. Third Quarter 2019 Highlights • Net income for the quarter was $8.1 million, or $0.28 per diluted share. • Book value
August 7, 2019	10-Q	HRTG / Heritage Insurance Holdings, Inc. 10-Q - Quarterly Report - 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registra
August 2, 2019	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): August 1, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation
August 2, 2019	EX-99.1	Heritage Reports Second Quarter 2019 Results EX-99.1 Exhibit 99.1 Heritage Reports Second Quarter 2019 Results Clearwater, FL – August 1, 2019: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a property and casualty insurance holding company, today reported second quarter 2019 financial results. Second Quarter 2019 Highlights • Net income for the quarter was $0.7 million, or $0.02 per diluted share. • Record per
July 18, 2019	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 18, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation)
July 18, 2019	EX-99.1	Heritage Announces Preliminary Second Quarter 2019 Weather Losses EX-99.1 Exhibit 99.1 Heritage Announces Preliminary Second Quarter 2019 Weather Losses Clearwater, FL – July 18, 2019: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a property and casualty insurance holding company, announced today that it expects approximately $21.5 million of net weather-related losses in second quarter 2019, primarily stemming from four wind and
July 16, 2019	8-K	Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 15, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation)
May 8, 2019	EX-10.8	Credit Agreement, dated December 14, 2018, among Heritage Insurance Holdings, Inc., certain subsidiaries of Heritage Insurance Holdings, Inc. from time to time party thereto as guarantors, the lenders from time to time party thereto, Regions Bank, as Administrative Agent and Collateral Agent, BMO Harris Bank N.A., as Syndication Agent, Hancock Whitney Bank and Canadian Imperial Bank of Commerce, as Co-Documentation Agents, and Regions Capital Markets and BMO Capital Markets Corp., as Joint Lead Arrangers and Joint Bookrunners Exhibit 10.8 Execution Copy CREDIT AGREEMENT dated as of December 14, 2018 among HERITAGE INSURANCE HOLDINGS, INC. as Borrower, CERTAIN Subsidiaries OF THE BORROWER PARTY HERETO FROM TIME TO TIME, as Guarantors, THE LENDERS PARTY HERETO, REGIONS BANK, as the Administrative Agent and the Collateral Agent, bmo harris bank n.a., as Syndication Agent, HANCOCK WHITNEY BANK, and canadian imperial bank o
May 8, 2019	10-Q	HRTG / Heritage Insurance Holdings, Inc. 10-Q Quarterly Report 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-36462 Heritage Insurance Holdings, Inc. (Exact name of Registr
May 7, 2019	EX-99.1	Heritage Reports First Quarter 2019 Results EX-99.1 Exhibit 99.1 Heritage Reports First Quarter 2019 Results Clearwater, FL – May 6, 2019: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a property and casualty insurance holding company, today reported first quarter 2019 financial results. First Quarter 2019 Highlights • Net income was $7.0 million, or $0.24 per diluted share. Investment gains contributed appro
May 7, 2019	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 6, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation) (
May 3, 2019	8-K	Submission of Matters to a Vote of Security Holders 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 1, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation) (
April 19, 2019	EX-99.1	Heritage Announces Preliminary First Quarter 2019 Catastrophe Losses EX-99.1 Exhibit 99.1 Heritage Announces Preliminary First Quarter 2019 Catastrophe Losses Clearwater, FL – April 19, 2019: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a property and casualty insurance holding company, announced today that it expects approximately $10.2 million of net losses from a severe March 2019 hailstorm in Brevard County, Florida. In total, H
April 19, 2019	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): April 19, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorporation
April 3, 2019	DEF 14A	HRTG / Heritage Insurance Holdings, Inc. DEF 14A DEF 14A Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.
March 21, 2019	8-K	Shareholder Director Nominations 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 19, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation
March 12, 2019	EX-10.8	Credit Agreement, dated December 14, 2018, among Heritage Insurance Holdings, Inc., certain subsidiaries of Heritage Insurance Holdings, Inc. from time to time party thereto as guarantors, the lenders from time to time party thereto, Regions Bank, as Administrative Agent and Collateral Agent, BMO Harris Bank N.A., as Syndication Agent, Hancock Whitney Bank and Canadian Imperial Bank of Commerce, as Co-Documentation Agents, and Regions Capital Markets and BMO Capital Markets Corp., as Joint Lead Arrangers and Joint Bookrunners (incorporated by reference to Exhibit 10.8 to the Company’s Annual Report on Form 10-K, filed on March 12, 2019) EXHIBIT 10.8 Execution Copy CREDIT AGREEMENT dated as of December 14, 2018 among HERITAGE INSURANCE HOLDINGS, INC. as Borrower, CERTAIN Subsidiaries OF THE BORROWER PARTY HERETO FROM TIME TO TIME, as Guarantors, THE LENDERS PARTY HERETO, REGIONS BANK, as the Administrative Agent and the Collateral Agent, bmo harris bank n.a., as Syndication Agent, HANCOCK WHITNEY BANK, and canadian imperial bank o
March 12, 2019	10-K	2018 Form 10- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Year Ended December 31, 2018 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period From to Commission File Number 001-36462 Heritage Insurance Holdings, Inc.
March 12, 2019	EX-21	Subsidiaries of the Registrant Exhibit 21 HERITAGE HOLDINGS, INC. Subsidiaries As of December 31, 2018, the Company had the following active subsidiaries: Wholly-owned subsidiaries of Heritage Holdings, Inc. State of Incorporation Heritage Property & Casualty Insurance Company, Inc. Florida NBIC Holdings, Inc. Delaware Zephyr Acquisition Company Delaware Heritage MGA, LLC Florida Osprey Re Ltd Bermuda Contractors’ Alliance Netw
March 6, 2019	EX-99.1	Heritage Insurance Holdings, Inc. [HRTG] Fourth Quarter 2018 Financial Results Conference Call Monday, March 4, 2019, 8:30 AM ET EX-99.1 Exhibit 99.1 Heritage Insurance Holdings, Inc. [HRTG] Fourth Quarter 2018 Financial Results Conference Call Monday, March 4, 2019, 8:30 AM ET Company Participants: Arash Soleimani; Executive Vice President Bruce Lucas; Chairman and Chief Executive Officer Kirk Lusk; Chief Financial Officer Analysts: Frederique Sleiffer; Keefe, Bruyette & Woods Tom Shimp; Sandler O’Neill + Partners James Na
March 6, 2019	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 4, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation)
March 1, 2019	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 1, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporation)
March 1, 2019	EX-99.1	Heritage Reports Fourth Quarter and Full-Year 2018 Results EX-99.1 Exhibit 99.1 Heritage Reports Fourth Quarter and Full-Year 2018 Results Clearwater, FL – March 1, 2019: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a property and casualty insurance holding company, today reported its financial results for the quarter and year ended December 31, 2018. Fourth Quarter 2018 Highlights • Fourth quarter 2018 net income of $3.9
February 14, 2019	SC 13G/A	HRTG / Heritage Insurance Holdings, Inc. / Polar Capital LLP - SCHEDULE 13G HOLDINGS REPORT AMENDMENT Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G/A Under the Securities Exchange Act of 1934 (Amendment No.
February 8, 2019	EX-99.1	Heritage Announces Non-Core Fourth Quarter 2018 Charges EX-99.1 Exhibit 99.1 Heritage Announces Non-Core Fourth Quarter 2018 Charges Clearwater, FL: Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a property and casualty insurance holding company, announced today its estimated non-core fourth quarter 2018 pre-tax charges of $11.3 million associated with its 2018 debt transactions and NBIC headquarters relocation. Estimated
February 8, 2019	8-K	Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 8, 2019 HERITAGE INSURANCE HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware 001-36462 45-5338504 (State or other jurisdiction of incorp
December 17, 2018	8-K	Regulation FD Disclosure, Entry into a Material Definitive Agreement, Unregistered Sales of Equity Securities, Financial Statements and Exhibits, Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant, Other Events 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 11, 2018 HERITAGE INSURANCE HOLDINGS, INC. (Exact Name of Registrant as Specified in its Charter) Delaware 001-36462 45-5338504 (State or Other Jurisdiction of Incorporat

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