secwatch / observer

Heritage Insurance Holdings, Inc. — fact timeline

Source-grounded facts extracted from Heritage Insurance Holdings, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

HRTG Heritage Insurance Holdings, Inc. JSON
Earnings Releases

Heritage Insurance Holdings, Inc. reported first quarter of 2026 results: net income net income of $36.5 million, EPS $1.19 per diluted share.

“Heritage reported record first quarter net income of $36.5 million”
Debt Financings

Heritage Insurance Holdings, Inc. amended credit facility of aggregate principal amount of up to $200.0 million with Regions Bank at 2.50% to 3.00% per annum for SOFR loans maturing July 2030.

“The Amended and Restated Agreement, among other things, (i) increases the overall size of the senior secured credit facilities to an aggregate principal amount of up to $200.0 million (increased from $150.0 million), consisting of (a) a revolving credit facility that continues to have an aggregate principal amount of up to $50.0 million (inclusive of a $25.0 million sublimit for swingline loans), but with an extended maturity of July 2030 (from July 2026), (b) a term loan facility for an aggregate of $75 million principal amount outstanding as of the date of the Amended and Restated Agreement, with an extended maturity of July 2030 (from July 2026), and (c) a $75 million committed delayed draw term loan that may be advanced to finance specified permitted acquisitions and investments, subject to satisfaction of conditions to borrowing and compliance with a specified consolidated leverage ratio, in up to five separate installments during the two year period following the effective date o”
Earnings Releases

Heritage Insurance Holdings, Inc. reported financial results for the fiscal quarter ended March 31, 2024.

“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.”
Earnings Releases

Heritage Insurance Holdings, Inc. reported fiscal quarter ended December 31, 2023 results: net income $30.9 million, EPS $1.15 per diluted share.

“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.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.