HRTG insider transaction filings
Heritage Insurance Holdings, Inc. — 50 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-09-16. Screen HRTG transaction legs live →
Insider transaction summary — last 90 days
2026-06-24 to 2026-09-22, from the filings listed below: 12 Form 4 filings. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 13 legs across 12 filings by 5 insiders — 96,969 shares, $3,097,912 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 0.
- Largest priced transaction: sale of 15,104 shares @ $32.49 ($490,681) by Moura Timothy, filed 2026-08-12.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| Binnun Sharon — Chief Accounting Officer | 5 | — | 5 legs · 43,365 sh · $1,278,870 | — |
| Garateix Ernie J — Chief Executive Officer, Director | 4 | — | 5 legs · 25,000 sh · $868,910 | — |
| Moura Timothy — See Remarks | 1 | — | 1 leg · 15,104 sh · $490,681 | — |
| Lusk Kirk — Chief Financial Officer | 1 | — | 1 leg · 10,000 sh · $341,587 | — |
| JOHNS TIMOTHY E — See Remarks | 1 | — | 1 leg · 3,500 sh · $117,864 | — |
Recent Form 4 filings — Heritage Insurance Holdings, Inc.
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-16 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 2,500 @ $35.25 | EDGAR |
| 2026-09-11 | 4 | Binnun Sharon — Chief Accounting Officer | Sale (S): 6,565 @ $33.81 | EDGAR |
| 2026-09-08 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 2,500 @ $35.10 | EDGAR |
| 2026-09-03 | 4 | Binnun Sharon — Chief Accounting Officer | Sale (S): 9,200 @ $33.91 | EDGAR |
| 2026-08-26 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 10,000 @ $34.88 | EDGAR |
| 2026-08-21 | 4 | JOHNS TIMOTHY E — See Remarks | Sale (S): 3,500 @ $33.68 | EDGAR |
| 2026-08-19 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 5,000 @ $34.31 · Sale (S): 5,000 @ $34.55 | EDGAR |
| 2026-08-19 | 4 | Lusk Kirk — Chief Financial Officer | Sale (S): 10,000 @ $34.16 | EDGAR |
| 2026-08-12 | 4 | Moura Timothy — See Remarks | Sale (S): 15,104 @ $32.49 | EDGAR |
| 2026-08-05 | 4 | Binnun Sharon — Chief Accounting Officer | Sale (S): 9,200 @ $30.03 | EDGAR |
| 2026-07-02 | 4 | Binnun Sharon — Chief Accounting Officer | Sale (S): 9,200 @ $26.58 | EDGAR |
| 2026-06-24 | 4 | Binnun Sharon — Chief Accounting Officer | Sale (S): 9,200 @ $24.36 | EDGAR |
| 2026-06-12 | 4 | Barlas Irini — Director | Grant/award (A): 2,703 @ $0 | EDGAR |
| 2026-06-12 | 4 | Apostolou Panagiotis — Director | Grant/award (A): 2,703 @ $0 | EDGAR |
| 2026-06-12 | 4 | Vattamattam Joseph — Director | Grant/award (A): 2,703 @ $0 | EDGAR |
| 2026-06-12 | 4 | WHITING PAUL L — Director | Grant/award (A): 2,703 @ $0 · Gift (G): 9,662 @ $0 | EDGAR |
| 2026-06-12 | 4 | WIDDICOMBE RICHARD A — Director | Grant/award (A): 2,703 @ $0 | EDGAR |
| 2026-05-20 | 4 | WHITING PAUL L — Director | Purchase (P): 15,000 @ $23.50 · Purchase (P): 1,000 @ $24.45 | EDGAR |
| 2026-05-05 | 4 | Binnun Sharon — Chief Accounting Officer | Sale (S): 9,200 @ $28.99 | EDGAR |
| 2026-04-21 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 8,034 @ $27.52 · Sale (S): 300 @ $28.40 | EDGAR |
| 2026-04-03 | 4 | Moura Timothy — See Remarks | Sale (S): 24,619 @ $25.78 · Sale (S): 1,102 @ $26.21 · Sale (S): 8,444 @ $25.13 · Sale (S): 16,325 @ $26.08 | EDGAR |
| 2026-04-03 | 4 | Binnun Sharon — Chief Accounting Officer | Sale (S): 8,700 @ $25.69 · Sale (S): 500 @ $26.19 | EDGAR |
| 2026-03-23 | 4 | Moura Timothy — See Remarks | Sale (S): 28,223 @ $26.60 · Sale (S): 910 @ $27.43 | EDGAR |
| 2026-03-23 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 8,334 @ $25.39 | EDGAR |
| 2026-03-19 | 4 | Binnun Sharon — Chief Accounting Officer | Sale (S): 7,893 @ $28.35 | EDGAR |
| 2026-03-16 | 4 | Moura Timothy — See Remarks | Tax withholding (F): 47,549 @ $28.14 | EDGAR |
| 2026-03-16 | 4 | Lusk Kirk — Chief Financial Officer | Tax withholding (F): 72,549 @ $28.14 | EDGAR |
| 2026-03-16 | 4 | Binnun Sharon — Chief Accounting Officer | Tax withholding (F): 36,274 @ $28.14 | EDGAR |
| 2026-03-16 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Tax withholding (F): 149,632 @ $28.14 | EDGAR |
| 2026-03-16 | 4 | JOHNS TIMOTHY E — See Remarks | Tax withholding (F): 10,588 @ $28.14 | EDGAR |
| 2026-03-09 | 4 | Moura Timothy — See Remarks | Grant/award (A): 4,337 @ $0 · Grant/award (A): 16,262 @ $0 | EDGAR |
| 2026-03-09 | 4 | Lusk Kirk — Chief Financial Officer | Grant/award (A): 15,271 @ $0 · Grant/award (A): 27,487 @ $0 | EDGAR |
| 2026-03-09 | 4 | Binnun Sharon — Chief Accounting Officer | Grant/award (A): 3,037 @ $0 · Grant/award (A): 12,147 @ $0 | EDGAR |
| 2026-03-09 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Grant/award (A): 25,960 @ $0 · Grant/award (A): 81,125 @ $0 | EDGAR |
| 2026-03-09 | 4 | JOHNS TIMOTHY E — See Remarks | Grant/award (A): 764 @ $0 · Grant/award (A): 1,835 @ $0 | EDGAR |
| 2026-02-24 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 8,134 @ $24.10 · Sale (S): 200 @ $24.85 | EDGAR |
| 2026-01-22 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 8,234 @ $26.02 · Sale (S): 100 @ $26.67 | EDGAR |
| 2025-12-29 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 8,334 @ $29.48 | EDGAR |
| 2025-12-17 | 4 | Moura Timothy — See Remarks | Tax withholding (F): 9,516 @ $29.57 | EDGAR |
| 2025-12-17 | 4 | Lusk Kirk — Chief Financial Officer | Tax withholding (F): 18,112 @ $29.57 | EDGAR |
| 2025-12-17 | 4 | Binnun Sharon — Chief Accounting Officer | Tax withholding (F): 4,635 @ $29.57 | EDGAR |
| 2025-12-17 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Tax withholding (F): 40,634 @ $29.57 | EDGAR |
| 2025-12-17 | 4 | JOHNS TIMOTHY E — See Remarks | Tax withholding (F): 2,112 @ $29.57 | EDGAR |
| 2025-12-15 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 6,291 @ $28.42 · Sale (S): 1,709 @ $28.85 | EDGAR |
| 2025-12-11 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 7,000 @ $28.36 | EDGAR |
| 2025-12-04 | 4 | Lusk Kirk — Chief Financial Officer | Sale (S): 8,331 @ $28.21 | EDGAR |
| 2025-11-24 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 4,360 @ $26.27 · Sale (S): 2,815 @ $27.44 · Sale (S): 1,159 @ $28.23 | EDGAR |
| 2025-11-20 | 4 | WIDDICOMBE RICHARD A — Director | Sale (S): 50,000 @ $29.40 | EDGAR |
| 2025-11-17 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 5,000 @ $30.77 | EDGAR |
| 2025-11-13 | 4 | Garateix Ernie J — Chief Executive Officer, Director | Sale (S): 10,000 @ $29.10 · Sale (S): 5,000 @ $30.39 | EDGAR |
Recent 8-K events — Heritage Insurance Holdings, Inc.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-08-05 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-11 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
| 2026-05-29 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-07 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-03-09 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-02-23 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-11-05 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-09-25 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers | EDGAR |
| 2025-08-05 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-07-24 | 8-K | 1.01 — Entry into a Material Definitive Agreement 2.03 — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant 9.01 — Financial Statements and Exhibits | EDGAR |
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