Lusk Kirk 4

What Happened Kirk Lusk, Chief Financial Officer of Heritage Insurance Holdings, had 72,549 shares disposed (withheld) on March 12, 2026 to satisfy tax liabilities related to the vesting of previously awarded performance-based restricted stock. The shares were valued at $28.14 each, for a total of approximately $2,041,529. This was a tax-withholding disposition (code F), not an open-market sale.

Key Details

• Transaction date: 2026-03-12; Price per share: $28.14; Total value: ~$2,041,529
• Transaction type: F — shares withheld to satisfy tax liability on vested performance-based restricted stock (footnote F1)
• Shares owned after the transaction: not specified in the filing
• Filing date: 2026-03-16 — filed within the required reporting window (timely)

Context Tax-withholding dispositions are routine when restricted shares vest: the company withholds a portion of the award to cover withholding taxes rather than the insider selling shares on the open market. These transactions generally do not indicate a change in insider sentiment about the company’s stock.