Company Analysis

Heritage Insurance Holdings Inc (HRTG)

NYSE: HRTG · Fire, Marine & Casualty Insurance · Tampa, FL · filing with the SEC since 2014
Grade4.9
◀ Past 3.1● Present 6.0▶ Future 6.4

Filings

237 filings since 2017 beside 322 insider forms · Accelerated filer · read from EDGAR on Nov 13, 2026
Due nextAccelerated filer
10-K Annual report for the fiscal year ending Dec 31, 2026Accelerated filers have 75 days after the fiscal year ends. by Mar 16, 2027
10-Q Quarterly report for the quarter ending Mar 31, 2027Accelerated filers have 40 days after the quarter ends; quarter ends are taken to the month end. by May 10, 2027

A deadline is the latest date the SEC's rules allow for its filer category. It is not a forecast of the day the company files. Last time, the results release (8-K item 2.02) came 28 days after the quarter ended. The proxy statement was last filed Apr 30, 2026.

Filings a yearinsider forms included
3329455756598884
20192020202120222023202420252026

2026 counts to Nov 13, 2026.

Officer or director change (8-K item 5.02): 2 times in the last 36 months, the newest Sep 25, 2025.SEC letters: 2 in the last 36 months, the newest Apr 26, 2024.
Insider forms 322

Insider forms (3, 4, 5 and 144) are counted each year but not listed here; the people and their trades are on the Ownership tab.

FiledFormWhat it is, in plain wordsPeriodAsk
Nov 6, 2026 10-Q Quarterly report Sep 30, 2026
Oct 28, 2026 8-K items 2.02, 9.01 Results released · Current report
Sep 25, 2026 SCHEDULE 13G/A Large holder update, amended
Aug 7, 2026 10-Q Quarterly report Jun 30, 2026
Aug 5, 2026 8-K items 2.02, 9.01 Results released · Current report
Jun 11, 2026 8-K item 5.07 Shareholder vote · Current report Jun 10, 2026
May 29, 2026 8-K items 8.01, 9.01 Other event · Current report May 28, 2026
May 8, 2026 10-Q Quarterly report Mar 31, 2026
May 7, 2026 8-K items 2.02, 9.01 Results released · Current report
Apr 30, 2026 ARS Annual report to shareholders Dec 31, 2025
Apr 30, 2026 DEFA14A Extra proxy material
Apr 30, 2026 DEF 14A Proxy statement Jun 10, 2026
Mar 27, 2026 SCHEDULE 13G/A Large holder update, amended
Mar 19, 2026 10-K/A Annual report, amended Dec 31, 2025
Mar 12, 2026 10-K Annual report Dec 31, 2025
Mar 9, 2026 8-K items 2.02, 9.01 Results released · Current report Mar 9, 2025
Feb 23, 2026 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Nov 7, 2025 10-Q Quarterly report Sep 30, 2025
Nov 5, 2025 8-K items 2.02, 9.01 Results released · Current report
Oct 30, 2025 SCHEDULE 13G Large holder notice
Sep 25, 2025 8-K item 5.02 Officer or director change · Current report Sep 23, 2025
Aug 8, 2025 10-Q Quarterly report Jun 30, 2025
Aug 5, 2025 8-K items 2.02, 9.01 Results released · Current report
Aug 4, 2025 SCHEDULE 13G/A Large holder update, amended
Jul 24, 2025 8-K items 1.01, 2.03, 9.01 Major agreement signed; New debt or obligation taken on · Current report Jul 22, 2025
Jun 11, 2025 S-8 Employee stock plan registration
Jun 11, 2025 8-K items 5.07, 8.01 Shareholder vote; Other event · Current report Jun 10, 2025
May 9, 2025 10-Q Quarterly report Mar 31, 2025
May 8, 2025 8-K items 8.01, 9.01 Other event · Current report
May 6, 2025 8-K items 2.02, 9.01 Results released · Current report
Apr 25, 2025 ARS Annual report to shareholders Dec 31, 2024
Apr 25, 2025 DEFA14A Extra proxy material
Apr 25, 2025 DEF 14A Proxy statement Jun 10, 2025
Apr 15, 2025 SCHEDULE 13G/A Large holder update, amended
Mar 20, 2025 10-K/A Annual report, amended Dec 31, 2024
Mar 13, 2025 10-K Annual report Dec 31, 2024
Mar 11, 2025 8-K items 2.02, 9.01 Results released · Current report
Jan 29, 2025 8-K items 2.02, 9.01 Results released · Current report
Jan 23, 2025 SCHEDULE 13G Large holder notice
Nov 8, 2024 SC 13G Large holder notice
40 of 237 shown

Every row opens the filing on EDGAR. The plain words are the site's own for each form and each 8-K item; the complete history, insider forms included, is on EDGAR.

SI Assistanton HRTG · research, not advice