HRTG insider buying and SEC filings, explained
Heritage Insurance Holdings, Inc. · CIK 1598665
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Insider activity in the last 12 months
Bought
$377K
Insiders who bought
1
Sold (not marked 10b5-1)
$2.8M
Planned sales (10b5-1)
$7.9M
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Oct 19, 2026 | Planned (10b5-1) | Timothy E. Johns (President / COO) sold 3,500 shares at about $35.91 ($126K), marked as a 10b5-1 plan trade. Holdings down 16% to 18,438 shares. | SEC filing Filed Oct 21, 2026, 5:04 PM ET |
| Sep 18, 2026 | Planned (10b5-1) | Timothy E. Johns (President / COO) sold 3,500 shares at about $34.74 ($122K), marked as a 10b5-1 plan trade. Holdings down 14% to 21,938 shares. | SEC filing Filed Sep 22, 2026 |
| Sep 14, 2026 | Sale | Ernie J Garateix (CEO and Director) sold 2,500 shares at about $35.25 ($88K). Holdings down <1% to 1,035,955 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 16, 2026 |
| Sep 9, 2026 | Sale | Sharon Binnun (Chief Accounting Officer) sold 6,565 shares at $33.82 ($222K). Holdings down 8% to 80,623 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 11, 2026 |
| Sep 3, 2026 | Sale | Ernie J Garateix (CEO and Director) sold 2,500 shares at $35.10 ($88K). Holdings down <1% to 1,038,455 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 8, 2026 |
| Sep 1, 2026 | Planned (10b5-1) | Sharon Binnun (Chief Accounting Officer) sold 9,200 shares at about $33.91 ($312K), marked as a 10b5-1 plan trade. Holdings down 10% to 87,188 shares. | SEC filing Filed Sep 3, 2026 |
| Aug 24, 2026 | Sale | Ernie J Garateix (CEO and Director) sold 10,000 shares at about $34.88 ($349K). Holdings down 1% to 1,040,955 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 26, 2026 |
| Aug 19, 2026 | Planned (10b5-1) | Timothy E. Johns (President / COO) sold 3,500 shares at about $33.68 ($118K), marked as a 10b5-1 plan trade. Holdings down 12% to 25,438 shares. | SEC filing Filed Aug 21, 2026 |
| Aug 17, 2026 | Sale | Kirk Lusk (CFO) sold 10,000 shares at about $34.16 ($342K). Holdings down 2% to 492,522 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 19, 2026 |
| Aug 17–18, 2026 | Planned (10b5-1) | Ernie J Garateix (CEO and Director) sold 10,000 shares between Aug 17 and Aug 18 at about $34.43 ($344K), marked as a 10b5-1 plan trade. Holdings down 1% to 1,050,955 shares. | SEC filing Filed Aug 19, 2026 |
| Aug 10, 2026 | Sale | Timothy Moura (Officer) sold 15,104 shares at about $32.49 ($491K). Holdings down 9% to 144,941 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 12, 2026 |
| Aug 3, 2026 | Planned (10b5-1) | Sharon Binnun (Chief Accounting Officer) sold 9,200 shares at about $30.03 ($276K), marked as a 10b5-1 plan trade. Holdings down 9% to 96,388 shares. | SEC filing Filed Aug 5, 2026 |
| Jul 1, 2026 | Planned (10b5-1) | Sharon Binnun (Chief Accounting Officer) sold 9,200 shares at about $26.58 ($245K), marked as a 10b5-1 plan trade. Holdings down 8% to 105,588 shares. | SEC filing Filed Jul 2, 2026 |
| Jun 22, 2026 | Planned (10b5-1) | Sharon Binnun (Chief Accounting Officer) sold 9,200 shares at about $24.36 ($224K), marked as a 10b5-1 plan trade. Holdings down 7% to 114,788 shares. | SEC filing Filed Jun 24, 2026 |
| May 19, 2026 | Purchase (code P) | Paul L. Whiting (Director) bought 16,000 shares at about $23.56 ($377K), reported as a purchase (code P). Holdings up 18% to 103,126 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 20, 2026 |
| May 1, 2026 | Planned (10b5-1) | Sharon Binnun (Chief Accounting Officer) sold 9,200 shares at about $28.99 ($267K), marked as a 10b5-1 plan trade. Holdings down 7% to 123,988 shares. | SEC filing Filed May 5, 2026 |
| Apr 20, 2026 | Planned (10b5-1) | Ernie J Garateix (CEO and Director) sold 8,334 shares at about $27.55 ($230K), marked as a 10b5-1 plan trade. Holdings down 1% to 1,060,955 shares. | SEC filing Filed Apr 21, 2026 |
| Apr 1–2, 2026 | Planned (10b5-1) | Timothy Moura (President / COO) sold 50,490 shares between Apr 1 and Apr 2 at about $25.78 ($1.3M), marked as a 10b5-1 plan trade. Holdings down 24% to 160,045 shares. | SEC filing Filed Apr 3, 2026 |
| Apr 1, 2026 | Planned (10b5-1) | Sharon Binnun (Chief Accounting Officer) sold 9,200 shares at about $25.72 ($237K), marked as a 10b5-1 plan trade. Holdings down 6% to 133,188 shares. | SEC filing Filed Apr 3, 2026 |
| Mar 20, 2026 | Planned (10b5-1) | Ernie J Garateix (CEO and Director) sold 8,334 shares at about $25.39 ($212K), marked as a 10b5-1 plan trade. Holdings down 1% to 1,069,289 shares. | SEC filing Filed Mar 23, 2026 |
| Mar 19, 2026 | Planned (10b5-1) | Timothy Moura (President / COO) sold 29,133 shares at about $26.63 ($776K), marked as a 10b5-1 plan trade. Holdings down 12% to 210,535 shares. | SEC filing Filed Mar 23, 2026 |
| Mar 17, 2026 | Planned (10b5-1) | Sharon Binnun (Chief Accounting Officer) sold 7,893 shares at about $28.35 ($224K), marked as a 10b5-1 plan trade. Holdings down 5% to 142,388 shares. | SEC filing Filed Mar 19, 2026 |
| Feb 20, 2026 | Planned (10b5-1) | Ernie J Garateix (CEO and Director) sold 8,334 shares at about $24.12 ($201K), marked as a 10b5-1 plan trade. Holdings down 1% to 1,120,170 shares. | SEC filing Filed Feb 24, 2026 |
| Jan 20, 2026 | Planned (10b5-1) | Ernie J Garateix (CEO and Director) sold 8,334 shares at about $26.03 ($217K), marked as a 10b5-1 plan trade. Holdings down 1% to 1,128,504 shares. | SEC filing Filed Jan 22, 2026 |
| Dec 22, 2025 | Planned (10b5-1) | Ernie J Garateix (CEO and Director) sold 8,334 shares at about $29.48 ($246K), marked as a 10b5-1 plan trade. Holdings down 1% to 1,136,838 shares. | SEC filing Filed Dec 29, 2025 |
| Dec 11–12, 2025 | Sale | Ernie J Garateix (CEO and Director) sold 8,000 shares between Dec 11, 2025 and Dec 12, 2025 at about $28.51 ($228K). Holdings down 1% to 1,185,806 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 15, 2025 |
| Dec 9, 2025 | Sale | Ernie J Garateix (CEO and Director) sold 7,000 shares at about $28.36 ($199K). Holdings down 1% to 1,193,806 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 11, 2025 |
| Dec 2, 2025 | Sale | Kirk Lusk (CFO) sold 8,331 shares at about $28.21 ($235K). Holdings down 1% to 550,425 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 4, 2025 |
| Nov 20, 2025 | Planned (10b5-1) | Ernie J Garateix (CEO and Director) sold 8,334 shares at about $26.94 ($224K), marked as a 10b5-1 plan trade. Holdings down 1% to 1,200,806 shares. | SEC filing Filed Nov 24, 2025 |
| Nov 18, 2025 | Planned (10b5-1) | Richard A. Widdicombe (Director and Chairman) sold 50,000 shares at about $29.40 ($1.5M), marked as a 10b5-1 plan trade. Holdings down 10% to 449,047 shares. | SEC filing Filed Nov 20, 2025 |
| Nov 13, 2025 | Sale | Ernie J Garateix (CEO and Director) sold 5,000 shares at about $30.77 ($154K). Holdings down <1% to 1,209,140 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Nov 17, 2025 |
| Nov 11–12, 2025 | Sale | Ernie J Garateix (CEO and Director) sold 15,000 shares between Nov 11, 2025 and Nov 12, 2025 at about $29.53 ($443K). Holdings down 1% to 1,214,140 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Nov 13, 2025 |
| Nov 4–5, 2025 | Planned (10b5-1) | Kirk Lusk (CFO) sold 20,000 shares between Nov 4, 2025 and Nov 5, 2025 at about $24.18 ($484K), marked as a 10b5-1 plan trade. Holdings down 3% to 558,756 shares. | SEC filing Filed Nov 6, 2025 |
20 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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