Heritage Insurance Holdings, Inc. (HRTG)
$34.77-$0.29 (-0.85%) Today
Heritage Insurance Holdings Inc is a regional property and casualty insurance company that offers a variety of personal and commercial insurance products. Through its subsidiaries, Heritage Property & Casualty Insurance, Narragansett Bay Insurance, and Zephyr Insurance, the company issues personal residential property insurance across various states in the U.S. It also offers commercial residential insurance predominantly for its Florida properties. Heritage Insurance manages insurance underwriting, customer services, actuarial analysis, distribution, and claims processing internally. The company operates in Alabama, California, Connecticut, Delaware, Florida, Georgia, Hawaii, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Rhode Island, and South Carolina.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 9 | 76,204 | $2.39M |
| Grant or award | 5 | 13,515 | |
| Bona-fide gift | 1 | 9,662 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
59 Form 4 filings on record, the earliest from Nov 12, 2024, newest first. Filing history page 2 of 2.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Timothy E. Johns - Officer | Grant or award | Common Stock | 764 | $0.00 | - | |
| Timothy E. Johns - Officer | Grant or award | Common Stock | 1,835 | $0.00 | - | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 8,134 | $24.10 | $196K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 200 | $24.85 | $5K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 8,234 | $26.02 | $214K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 100 | $26.67 | $3K | |
| Kirk Lusk - Officer | Open-market sale | Common Stock | 8,331 | $28.21 | $235K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 4,360 | $26.27 | $115K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 2,815 | $27.44 | $77K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 1,159 | $28.23 | $33K | |
| Richard A. Widdicombe - Director | Open-market sale | Common Stock | 50,000 | $29.40 | $1.47M | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 5,000 | $30.77 | $154K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 5,000 | $30.39 | $152K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 10,000 | $29.10 | $291K | |
| Kirk Lusk - Officer | Open-market sale | Common Stock | 71 | $24.00 | $2K | |
| Kirk Lusk - Officer | Open-market sale | Common Stock | 19,929 | $24.18 | $482K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 7,467 | $23.01 | $172K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 867 | $23.02 | $20K | |
| Richard A. Widdicombe - Director | Open-market sale | Common Stock | 8,999 | $25.90 | $233K | |
| Richard A. Widdicombe - Director | Open-market sale | Common Stock | 32,286 | $26.97 | $871K | |
| Richard A. Widdicombe - Director | Open-market sale | Common Stock | 58,715 | $27.62 | $1.62M | |
| Kirk Lusk - Officer | Open-market sale | Common Stock | 6,803 | $24.16 | $164K | |
| Kirk Lusk - Officer | Open-market sale | Common Stock | 9,397 | $24.61 | $231K | |
| Kirk Lusk - Officer | Open-market sale | Common Stock | 3,800 | $25.18 | $96K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 7,267 | $27.08 | $197K | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 1,067 | $28.33 | $30K | |
| Richard A. Widdicombe - Director | Open-market sale | Common Stock | 57,138 | $23.88 | $1.36M | |
| Richard A. Widdicombe - Director | Open-market sale | Common Stock | 42,862 | $24.52 | $1.05M | |
| Ernie J. Garateix - Officer | Open-market sale | Common Stock | 25,000 | $24.61 | $615K | |
| Kirk Lusk - Officer | Open-market sale | Common Stock | 20,000 | $24.17 | $483K | |
| Sharon Binnun - Officer | Open-market sale | Common Stock | 21,000 | $24.47 | $514K | |
| Paul L. Whiting - Director | Open-market purchase | Common Stock | 2,500 | $20.50 | $51K | |
| Paul L. Whiting - Director | Open-market purchase | Common Stock | 2,500 | $22.36 | $56K | |
| Richard A. Widdicombe - Director | Grant or award | Common Stock | 2,550 | $0.00 | - | |
| Paul L. Whiting - Director | Grant or award | Common Stock | 2,550 | $0.00 | - | |
| Timothy Moura - Officer | Tax withholding / forfeiture | Common Stock | 9,478 | $12.58 | $119K | |
| Sharon Binnun - Officer | Tax withholding / forfeiture | Common Stock | 3,678 | $12.58 | $46K | |
| Kirk Lusk - Officer | Tax withholding / forfeiture | Common Stock | 17,444 | $12.58 | $219K | |
| Ernie J. Garateix - Officer | Tax withholding / forfeiture | Common Stock | 42,866 | $12.58 | $539K | |
| Timothy E. Johns - Officer | Tax withholding / forfeiture | Common Stock | 1,910 | $12.58 | $24K | |
| Nicholas George Pappas - Director | Open-market sale | Common Stock | 4,000 | $12.64 | $51K | |
| Ernie J. Garateix - Officer | Open-market purchase | Common Stock | 3,950 | $12.53 | $49K |
This is as far as the anonymous view goes. Create a free account for all 59 HRTG filings on record.
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| ERNESTO J GARATEIX | Officer | 10,000 | $349K | View on EDGAR | |
| TIMOTHY JOHNS | Officer | 3,500 | $118K | View on EDGAR | |
| ERNESTO J GARATEIX | Officer | 5,000 | $173K | View on EDGAR |
Heritage Insurance Holdings, Inc. (HRTG) had 13 insider filings in the last 90 days, with the most recent on 2026-08-26. The full record for HRTG runs to 59 Form 4 filings, the earliest from 2024-11-12. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of HRTG were filed in the last 90 days. 5 purchases are on record for this company.
9 insider sales of HRTG were filed in the last 90 days, totaling $2.39M.
This page tracks HRTG Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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