Heritage Insurance Holdings, Inc. (HRTG) · Insider trading
What Heritage Insurance Holdings's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.
Bought, 12 months
$376,950
1 insider, 2 trades
Sold, 12 months
$10.76M
6 insiders, 70% under a plan
Net, 12 months
−$10.38M
bought less sold
Latest filing
2026-09-22
filings read to 2026-10-19
Who traded, two years
| Insider | Bought | Sold | Trades | Last trade | Holds after |
|---|---|---|---|---|---|
| Widdicombe Richard ADirector, Other | – | $6.61M | 6 | 2025-11-18 | 449,047 |
| Garateix Ernie JDirector, Chief Executive Officer | $113,344 | $4.26M | 29 | 2026-09-14 | 1,035,955 |
| Moura TimothySee Remarks | – | $2.57M | 7 | 2026-08-10 | 144,941 |
| Binnun SharonChief Accounting Officer | – | $2.52M | 10 | 2026-09-09 | 80,623 |
| Lusk KirkChief Financial Officer | $83,100 | $2.03M | 9 | 2026-08-17 | 492,522 |
| Walvekar VijayDirector | – | $979,667 | 2 | 2025-05-21 | 69,901 |
| Apostolou PanagiotisDirector | – | $635,000 | 1 | 2025-05-09 | 164,719 |
| Whiting Paul LDirector | $617,600 | – | 5 | 2026-05-19 | 102,126 |
| Johns Timothy eSee Remarks | – | $239,470 | 2 | 2026-09-18 | 21,938 |
| Pappas Nicholas GeorgeDirector | – | $50,560 | 1 | 2024-11-22 | 76,314 |
Open-market purchases and sales
Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.
| Date | Insider | Trade | Shares | Price | Value | Holds after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-18 | Johns Timothy eSee Remarks | Saleplan | 3,500 | 34.74 | $121,590 | 21,938 | Form 4 |
| 2026-09-14 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 2,500 | 35.25 | $88,125 | 1,035,955 | Form 4 |
| 2026-09-09 | Binnun SharonChief Accounting Officer | Sale | 6,565 | 33.82 | $222,028 | 80,623 | Form 4 |
| 2026-09-03 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 2,500 | 35.10 | $87,750 | 1,038,455 | Form 4 |
| 2026-09-01 | Binnun SharonChief Accounting Officer | Saleplan | 9,200 | 33.91 | $311,972 | 87,188 | Form 4 |
| 2026-08-24 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 10,000 | 34.88 | $348,800 | 1,040,955 | Form 4 |
| 2026-08-19 | Johns Timothy eSee Remarks | Saleplan | 3,500 | 33.68 | $117,880 | 25,438 | Form 4 |
| 2026-08-18 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 5,000 | 34.55 | $172,750 | 1,050,955 | Form 4 |
| 2026-08-17 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 5,000 | 34.31 | $171,550 | 1,055,955 | Form 4 |
| 2026-08-17 | Lusk KirkChief Financial Officer | Sale | 10,000 | 34.16 | $341,600 | 492,522 | Form 4 |
| 2026-08-10 | Moura TimothySee Remarks | Sale | 15,104 | 32.49 | $490,729 | 144,941 | Form 4 |
| 2026-08-03 | Binnun SharonChief Accounting Officer | Saleplan | 9,200 | 30.03 | $276,276 | 96,388 | Form 4 |
| 2026-07-01 | Binnun SharonChief Accounting Officer | Saleplan | 9,200 | 26.58 | $244,536 | 105,588 | Form 4 |
| 2026-06-22 | Binnun SharonChief Accounting Officer | Saleplan | 9,200 | 24.36 | $224,112 | 114,788 | Form 4 |
| 2026-05-19 | Whiting Paul LDirector | Buy | 15,000 | 23.50 | $352,500 | 102,126 | Form 4 |
| 2026-05-19 | Whiting Paul LDirector | Buy | 1,000 | 24.45 | $24,450 | 103,126 | Form 4 |
| 2026-05-01 | Binnun SharonChief Accounting Officer | Saleplan | 9,200 | 28.99 | $266,708 | 123,988 | Form 4 |
| 2026-04-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 8,034 | 27.52 | $221,096 | 1,061,255 | Form 4 |
| 2026-04-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 300 | 28.40 | $8,520 | 1,060,955 | Form 4 |
| 2026-04-02 | Moura TimothySee Remarks | Saleplan | 8,444 | 25.13 | $212,198 | 176,370 | Form 4 |
| 2026-04-02 | Moura TimothySee Remarks | Saleplan | 16,325 | 26.08 | $425,756 | 160,045 | Form 4 |
| 2026-04-01 | Binnun SharonChief Accounting Officer | Saleplan | 8,700 | 25.69 | $223,503 | 133,688 | Form 4 |
| 2026-04-01 | Binnun SharonChief Accounting Officer | Saleplan | 500 | 26.19 | $13,095 | 133,188 | Form 4 |
| 2026-04-01 | Moura TimothySee Remarks | Saleplan | 24,619 | 25.78 | $634,678 | 185,916 | Form 4 |
| 2026-04-01 | Moura TimothySee Remarks | Saleplan | 1,102 | 26.21 | $28,883 | 184,814 | Form 4 |
| 2026-03-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 8,334 | 25.39 | $211,600 | 1,069,289 | Form 4 |
| 2026-03-19 | Moura TimothySee Remarks | Saleplan | 28,223 | 26.60 | $750,732 | 211,445 | Form 4 |
| 2026-03-19 | Moura TimothySee Remarks | Saleplan | 910 | 27.43 | $24,961 | 210,535 | Form 4 |
| 2026-03-17 | Binnun SharonChief Accounting Officer | Saleplan | 7,893 | 28.35 | $223,767 | 142,388 | Form 4 |
| 2026-02-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 8,134 | 24.10 | $196,029 | 1,120,370 | Form 4 |
| 2026-02-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 200 | 24.85 | $4,970 | 1,120,170 | Form 4 |
| 2026-01-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 8,234 | 26.02 | $214,249 | 1,128,604 | Form 4 |
| 2026-01-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 100 | 26.67 | $2,667 | 1,128,504 | Form 4 |
| 2025-12-22 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 8,334 | 29.48 | $245,686 | 1,136,838 | Form 4 |
| 2025-12-12 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 1,709 | 28.85 | $49,305 | 1,185,806 | Form 4 |
| 2025-12-11 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 6,291 | 28.42 | $178,790 | 1,187,515 | Form 4 |
| 2025-12-09 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 7,000 | 28.36 | $198,520 | 1,193,806 | Form 4 |
| 2025-12-02 | Lusk KirkChief Financial Officer | Sale | 8,331 | 28.21 | $235,018 | 550,425 | Form 4 |
| 2025-11-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 4,360 | 26.27 | $114,537 | 1,204,780 | Form 4 |
| 2025-11-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 2,815 | 27.44 | $77,244 | 1,201,965 | Form 4 |
32 more
| 2025-11-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 1,159 | 28.23 | $32,719 | 1,200,806 | Form 4 |
| 2025-11-18 | Widdicombe Richard ADirector, Other | Saleplan | 50,000 | 29.40 | $1.47M | 449,047 | Form 4 |
| 2025-11-13 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 5,000 | 30.77 | $153,850 | 1,209,140 | Form 4 |
| 2025-11-12 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 5,000 | 30.39 | $151,950 | 1,214,140 | Form 4 |
| 2025-11-11 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 10,000 | 29.10 | $291,000 | 1,219,140 | Form 4 |
| 2025-11-05 | Lusk KirkChief Financial Officer | Saleplan | 19,929 | 24.18 | $481,883 | 558,756 | Form 4 |
| 2025-11-04 | Lusk KirkChief Financial Officer | Saleplan | 71 | 24.00 | $1,704 | 578,685 | Form 4 |
| 2025-10-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 7,467 | 23.01 | $171,816 | 1,230,007 | Form 4 |
| 2025-10-20 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 867 | 23.02 | $19,958 | 1,229,140 | Form 4 |
| 2025-10-14 | Widdicombe Richard ADirector, Other | Saleplan | 8,999 | 25.90 | $233,074 | 590,048 | Form 4 |
| 2025-10-14 | Widdicombe Richard ADirector, Other | Saleplan | 32,286 | 26.97 | $870,753 | 557,762 | Form 4 |
| 2025-10-14 | Widdicombe Richard ADirector, Other | Saleplan | 58,715 | 27.62 | $1.62M | 499,047 | Form 4 |
| 2025-10-03 | Lusk KirkChief Financial Officer | Saleplan | 6,803 | 24.16 | $164,360 | 578,756 | Form 4 |
| 2025-10-01 | Lusk KirkChief Financial Officer | Saleplan | 9,397 | 24.61 | $231,260 | 589,359 | Form 4 |
| 2025-10-01 | Lusk KirkChief Financial Officer | Saleplan | 3,800 | 25.18 | $95,684 | 585,559 | Form 4 |
| 2025-09-22 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 7,267 | 27.08 | $196,790 | 1,238,541 | Form 4 |
| 2025-09-22 | Garateix Ernie JDirector, Chief Executive Officer | Saleplan | 1,067 | 28.33 | $30,228 | 1,237,474 | Form 4 |
| 2025-09-16 | Widdicombe Richard ADirector, Other | Saleplan | 57,138 | 23.88 | $1.36M | 641,909 | Form 4 |
| 2025-09-16 | Widdicombe Richard ADirector, Other | Saleplan | 42,862 | 24.52 | $1.05M | 599,047 | Form 4 |
| 2025-09-15 | Garateix Ernie JDirector, Chief Executive Officer | Sale | 25,000 | 24.61 | $615,250 | 1,245,808 | Form 4 |
| 2025-09-12 | Lusk KirkChief Financial Officer | Saleplan | 20,000 | 24.17 | $483,400 | 598,756 | Form 4 |
| 2025-09-05 | Binnun SharonChief Accounting Officer | Sale | 21,000 | 24.47 | $513,870 | 176,006 | Form 4 |
| 2025-08-08 | Whiting Paul LDirector | Buy | 2,500 | 20.50 | $51,250 | 87,126 | Form 4 |
| 2025-06-09 | Whiting Paul LDirector | Buy | 2,500 | 22.36 | $55,900 | 82,076 | Form 4 |
| 2025-05-21 | Walvekar VijayDirector | Sale | 8,000 | 23.27 | $186,160 | 69,901 | Form 4 |
| 2025-05-21 | Walvekar VijayDirector | Saleindirect | 34,100 | 23.27 | $793,507 | 203,682 | Form 4 |
| 2025-05-09 | Apostolou PanagiotisDirector | Sale | 25,000 | 25.40 | $635,000 | 164,719 | Form 4 |
| 2025-03-14 | Whiting Paul LDirector | Buy | 10,000 | 13.35 | $133,500 | 79,576 | Form 4 |
| 2025-03-14 | Lusk KirkChief Financial Officer | Buy | 6,000 | 13.85 | $83,100 | 618,756 | Form 4 |
| 2025-03-14 | Garateix Ernie JDirector, Chief Executive Officer | Buy | 5,000 | 12.77 | $63,850 | 1,270,808 | Form 4 |
| 2024-11-22 | Pappas Nicholas GeorgeDirector | Sale | 4,000 | 12.64 | $50,560 | 76,314 | Form 4 |
| 2024-11-11 | Garateix Ernie JDirector, Chief Executive Officer | Buy | 3,950 | 12.53 | $49,494 | 1,076,534 | Form 4 |
Grants, exercises and other transactions
Pay, tax and paperwork rather than a choice to trade at the market price. Two years.
31 × grant or award15 × shares withheld for tax1 × gift
Show them
| Date | Insider | What | Shares | Price | Holds after | Filing |
|---|---|---|---|---|---|---|
| 2026-06-11 | Whiting Paul LDirector | Gift G | −9,662 | – | 96,167 | Form 4 |
| 2026-06-10 | Widdicombe Richard ADirector, Other | Grant or award A | +2,703 | – | 451,750 | Form 4 |
| 2026-06-10 | Whiting Paul LDirector | Grant or award A | +2,703 | – | 105,829 | Form 4 |
| 2026-06-10 | Vattamattam JosephDirector | Grant or award A | +2,703 | – | 63,763 | Form 4 |
| 2026-06-10 | Apostolou PanagiotisDirector | Grant or award A | +2,703 | – | 169,972 | Form 4 |
| 2026-06-10 | Barlas IriniDirector | Grant or award A | +2,703 | – | 71,022 | Form 4 |
| 2026-03-12 | Johns Timothy eSee Remarks | Shares withheld for tax F | −10,588 | 28.14 | 28,938 | Form 4 |
| 2026-03-12 | Garateix Ernie JDirector, Chief Executive Officer | Shares withheld for tax F | −149,632 | 28.14 | 1,077,623 | Form 4 |
| 2026-03-12 | Binnun SharonChief Accounting Officer | Shares withheld for tax F | −36,274 | 28.14 | 150,281 | Form 4 |
| 2026-03-12 | Lusk KirkChief Financial Officer | Shares withheld for tax F | −72,549 | 28.14 | 502,522 | Form 4 |
| 2026-03-12 | Moura TimothySee Remarks | Shares withheld for tax F | −47,549 | 28.14 | 239,668 | Form 4 |
| 2026-03-05 | Johns Timothy eSee Remarks | Grant or award A | +764 | – | 37,691 | Form 4 |
| 2026-03-05 | Johns Timothy eSee Remarks | Grant or award A | +1,835 | – | 39,526 | Form 4 |
| 2026-03-05 | Garateix Ernie JDirector, Chief Executive Officer | Grant or award A | +25,960 | – | 1,146,130 | Form 4 |
| 2026-03-05 | Garateix Ernie JDirector, Chief Executive Officer | Grant or award A | +81,125 | – | 1,227,255 | Form 4 |
| 2026-03-05 | Binnun SharonChief Accounting Officer | Grant or award A | +3,037 | – | 174,408 | Form 4 |
| 2026-03-05 | Binnun SharonChief Accounting Officer | Grant or award A | +12,147 | – | 186,555 | Form 4 |
| 2026-03-05 | Lusk KirkChief Financial Officer | Grant or award A | +15,271 | – | 547,584 | Form 4 |
| 2026-03-05 | Lusk KirkChief Financial Officer | Grant or award A | +27,487 | – | 575,071 | Form 4 |
| 2026-03-05 | Moura TimothySee Remarks | Grant or award A | +4,337 | – | 270,955 | Form 4 |
| 2026-03-05 | Moura TimothySee Remarks | Grant or award A | +16,262 | – | 287,217 | Form 4 |
| 2025-12-15 | Johns Timothy eSee Remarks | Shares withheld for tax F | −2,112 | 29.57 | 36,927 | Form 4 |
| 2025-12-15 | Garateix Ernie JDirector, Chief Executive Officer | Shares withheld for tax F | −40,634 | 29.57 | 1,145,172 | Form 4 |
| 2025-12-15 | Binnun SharonChief Accounting Officer | Shares withheld for tax F | −4,635 | 29.57 | 171,371 | Form 4 |
| 2025-12-15 | Lusk KirkChief Financial Officer | Shares withheld for tax F | −18,112 | 29.57 | 532,313 | Form 4 |
| 2025-12-15 | Moura TimothySee Remarks | Shares withheld for tax F | −9,516 | 29.57 | 266,618 | Form 4 |
| 2025-06-10 | Vattamattam JosephDirector | Grant or award A | +2,550 | – | 61,060 | Form 4 |
| 2025-06-10 | Berset Mark SDirector | Grant or award A | +2,550 | – | 276,469 | Form 4 |
| 2025-06-10 | Apostolou PanagiotisDirector | Grant or award A | +2,550 | – | 167,269 | Form 4 |
| 2025-06-10 | Widdicombe Richard ADirector, Other | Grant or award A | +2,550 | – | 699,047 | Form 4 |
| 2025-06-10 | Whiting Paul LDirector | Grant or award A | +2,550 | – | 84,626 | Form 4 |
| 2025-06-10 | Barlas IriniDirector | Grant or award A | +2,550 | – | 68,319 | Form 4 |
| 2025-03-11 | Binnun SharonChief Accounting Officer | Grant or award A | +6,761 | – | 169,961 | Form 4 |
| 2025-03-11 | Binnun SharonChief Accounting Officer | Grant or award A | +27,045 | – | 197,006 | Form 4 |
| 2025-03-11 | Johns Timothy e.See Remarks | Grant or award A | +1,263 | – | 35,251 | Form 4 |
| 2025-03-11 | Johns Timothy e.See Remarks | Grant or award A | +3,788 | – | 39,039 | Form 4 |
| 2025-03-11 | Lusk KirkChief Financial Officer | Grant or award A | +27,744 | – | 560,736 | Form 4 |
| 2025-03-11 | Lusk KirkChief Financial Officer | Grant or award A | +52,020 | – | 612,756 | Form 4 |
| 2025-03-11 | Garateix Ernie JDirector, Chief Executive Officer | Grant or award A | +55,271 | – | 1,088,939 | Form 4 |
| 2025-03-11 | Garateix Ernie JDirector, Chief Executive Officer | Grant or award A | +176,869 | – | 1,265,808 | Form 4 |
| 2025-03-11 | Moura TimothySee Remarks | Grant or award A | +8,207 | – | 249,871 | Form 4 |
| 2025-03-11 | Moura TimothySee Remarks | Grant or award A | +26,263 | – | 276,134 | Form 4 |
| 2024-12-13 | Lusk KirkChief Financial Officer | Shares withheld for tax F | −17,444 | 12.58 | 532,992 | Form 4 |
| 2024-12-13 | Johns Timothy e.See Remarks | Shares withheld for tax F | −1,910 | 12.58 | 33,988 | Form 4 |
| 2024-12-13 | Garateix Ernie JDirector, Chief Executive Officer | Shares withheld for tax F | −42,866 | 12.58 | 1,033,668 | Form 4 |
| 2024-12-13 | Binnun SharonChief Accounting Officer | Shares withheld for tax F | −3,678 | 12.58 | 163,200 | Form 4 |
| 2024-12-13 | Moura TimothySee Remarks | Shares withheld for tax F | −9,478 | 12.58 | 241,664 | Form 4 |
How to read it
- Buy, sale
- Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
- Plan
- A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
- Holds after
- The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
- Value
- Shares times the price the form reports, which is often an average over several fills on the day.
Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.