Mark S. Berset - 10 Jun 2025 Form 4 Insider Report for Heritage Insurance Holdings, Inc. (HRTG)

Role: Director
Signature: /s/ Mark S. Berset
Issuer symbol: HRTG
Transactions as of: 10 Jun 2025
Net transactions value: $0
Form type: 4
Filing time: 12 Jun 2025, 16:49:15 UTC
Previous filing: 03 Jun 2025
Next filing: 18 Jun 2025
SEC: View on sec.gov

Reporting Owners (1)

Name	Relationship	Address	Signature	Signature date	CIK
Berset Mark S	Director	C/O HERITAGE INSURANCE HOLDINGS, INC., 1401 N. WESTSHORE BLVD, TAMPA	/s/ Mark S. Berset	12 Jun 2025	0001439853

Transactions Table

Type	Sym	Class	Transaction	Value $	Shares	Change %	* Price $	Shares After	Date	Ownership	Footnotes
transaction	HRTG	Common Stock	Award	$0	+2,550	+0.93%	$0.000000	276,469	10 Jun 2025	Direct
holding	HRTG	Common Stock						47,000	10 Jun 2025	By IRA	F1
holding	HRTG	Common Stock						316,400	10 Jun 2025	By Trust	F2
holding	HRTG	Common Stock						84,909	10 Jun 2025	By Trust	F3
holding	HRTG	Common Stock						36,700	10 Jun 2025	By Trust	F4

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	These securities are held by the Linda Berset IRA. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F2	These securities are held by the Linda Berset Irrevocable Trust. The Reporting Person's spouse is the trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F3	These securities are held by the Linda C Berset Family Trust. The Reporting Person and his spouse are co-trustees of the trust. The Reporting Person disclaims beneficial ownerhip of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reproting Person is the beneficial owner of such seucities for purposes of Section 16 or for any other purpose.
F4	These securities are held by the Mark Berset 2012 Irrevocable Trust for the benefit of the Reporting Person's children. The Reporting Person is the trustee of the trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.