Heritage Insurance Holdings, Inc. (HRTG)
NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-09-04
$33.95-2.83%
Close 2026-09-04 · 1-day change
NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-09-04
QuarterlyIQ Insights · HRTG
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Results of Operations and Financial Condition. On August 5, 2026, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exch…
Results of Operations and Financial Condition. On May 7, 2026, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchan…
Results of Operations and Financial Conditions. On March 9, 2026, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter and full year ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as…
above and the accompanying Exhibit 99.1 while at the conference. The information furnished under Items 2.02 and 7.01 of this Current Report, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference…
Results of Operations and Financial Conditions. On November 5, 2025, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (t…
Director — Mark Berset: Mr. Mark Berset retired from the Board to pursue other opportunities.
Results of Operations and Financial Conditions. On August 5, 2025, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended June 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exc…
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information contained in
Entry into a Material Definitive Agreement. Amended and Restated Credit Agreement On July 22, 2025, Heritage Insurance Holdings, Inc. and its subsidiary guarantors (together, the “ Company ”) entered into the Amended and Restated Credit Agreement dated as of July 22, 2025 (the “ Amended and Restated Credit Agreement ”) with the lenders from time to time party thereto and Regions Bank, as administrative agent and collateral agent. The Amended and Restated Credit Agreement amended and restated…
Results of Operations and Financial Conditions. On May 6, 2025, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended March 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Excha…
Results of Operations and Financial Conditions. On March 11, 2025, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended December 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the…
Results of Operations & Financial Condition. On January 29, 2025, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing estimated catastrophe losses and other preliminary results for its quarter ended December 31, 2024 and estimated catastrophe losses related to the Southern California wildfires expected to be incurred in the first quarter of 2025. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information furnish…
Results of Operations and Financial Conditions. On November 6, 2024, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended September 30, 2024. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (t…
Results of Operations & Financial Condition. On October 22, 2024, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing estimated catastrophe losses for its quarter ended September 30, 2024, estimated catastrophe losses related to Hurricane Milton and the date of its third quarter 2024 earnings call. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information furnished under this Item 2.02, including Exhibit 99.1,…
Results of Operations and Financial Conditions . On August 6, 2024, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended June 30, 2024. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Ex…
Results of Operations and Financial Conditions. On May 1, 2024, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended March 31, 2024. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Excha…
Results of Operations and Financial Conditions. On March 11, 2024, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended December 31, 2023. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the…
Amendment and restatement of employment agreements for key executives, shifting compensation from base salary to performance-based incentives.
Regulation FD Disclosure. On December 19, 2023, the Company issued a press release announcing the closing of the Offering and the Private Placement. A copy of the closing press release is being furnished hereto as Exhibit 99.1.
Unregistered Sales of Equity Securities. The information set forth in “
Entry into a Material Definitive Agreement. On December 14, 2023, Heritage Insurance Holdings, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with JonesTrading Institutional Services LLC (the “Underwriter”) in connection with its previously announced underwritten public offering (the “Offering”) of 3,703,703 shares of the Company’s common stock, par value $0.0001 per share (“Common Stock”), at a public offering price of $6.75 per share (“Public Offe…
Results of Operations and Financial Conditions. On November 2, 2023, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended September 30, 2023. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (t…
Results of Operations & Financial Condition. On October 4, 2023, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing estimated catastrophe losses for its quarter ended September 30, 2023. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchan…
Results of Operations and Financial Conditions. On August 8, 2023, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended June 30, 2023. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exc…
Results of Operations and Financial Conditions. On May 4, 2023, Heritage Insurance Holdings, Inc. (the “Company”) issued a press release announcing financial results for its fiscal quarter ended March 31, 2023. A copy of the press release is attached hereto as Exhibit 99.1. The information furnished under this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed to be “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Excha…
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