Heritage Insurance Holdings, Inc.
HRTG- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001598665
In the last 90 days, Heritage Insurance Holdings, Inc. insiders filed 0 open-market purchases and 12 sales; 188 institutions reported holding it in 13F filings for Q2 2026, worth $488.2M in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Heritage Insurance Holdings, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 12 filings
- 5 insiders, $3.00M in total
- Insiders trading
- 5
- Net value
- −$3.00M
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Heritage Insurance Holdings, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Johns Timothy E | See Remarks | 21,938 | Sep 22, 2026 | 5 |
| Garateix Ernie J | Chief Executive Officer | 1,035,955 | Sep 16, 2026 | 18 |
| Binnun Sharon | Chief Accounting Officer | 80,623 | Sep 11, 2026 | 11 |
| Lusk Kirk | Chief Financial Officer | 492,522 | Aug 19, 2026 | 8 |
| Moura Timothy | See Remarks | 144,941 | Aug 12, 2026 | 6 |
| Widdicombe Richard A | Director, Other: Chairman | 451,750 | Jun 12, 2026 | 3 |
| Whiting Paul L | Director | 96,167 | Jun 12, 2026 | 2 |
| Vattamattam Joseph | Director | 63,763 | Jun 12, 2026 | 1 |
| Apostolou Panagiotis | Director | 169,972 | Jun 12, 2026 | 1 |
| Barlas Irini | Director | 71,022Indirect | Jun 12, 2026 | 1 |
| Berset Mark S | Director | 276,469 | Jun 12, 2025 | 0 |
| Walvekar Vijay | Director | 203,682Indirect | Jun 2, 2025 | 0 |
| Pappas Nicholas George | Director | 76,314 | Nov 26, 2024 | 0 |
| Hyer Raymond T | 10% Owner | 500,000Indirect | Apr 15, 2024 | 0 |
| Futura Circuits Corp. | Other: MEMBER OF GROUP | 500,000Indirect | Apr 15, 2024 | 0 |
| Hyer Family Partnership, LLC | Other: MEMBER OF GROUP | 500,000Indirect | Apr 15, 2024 | 0 |
| Hyer Kathleen A | Other: MEMBER OF GROUP | 500,000Indirect | Apr 15, 2024 | 0 |
| Tira Tara K | Other: MEMBER OF GROUP | 500,000Indirect | Apr 15, 2024 | 0 |
| Poole Sean W | Other: MEMBER OF GROUP | 500,000Indirect | Apr 15, 2024 | 0 |
| Hyer Family Foundation, Inc. | Other: MEMBER OF GROUP | 500,000Indirect | Apr 15, 2024 | 0 |
| Martindale Steven C. | Director | 22,828 | Jun 27, 2022 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 12, 2024 (view filing) | Nov 11 | 1 day | Garateix Ernie JChief Executive Officer | PPurchase | +3.95K | $12.53 | +$49.5K | +0.4%1.08M after | |
| Aug 20, 2024 (view filing) | Aug 16 | 4 days | Widdicombe Richard ADirector, Other: Chairman | SSale | −4.44K | $15.01 | −$66.6K | −0.6%692.1K after | |
| Aug 20, 2024 (view filing) | Aug 16 | 4 days | Widdicombe Richard ADirector, Other: Chairman | PPurchase | +4.44K | $14.55 | +$64.6K | +0.6%696.5K after | |
| Aug 12, 2024 (view filing) | Aug 9 | 3 days | Garateix Ernie JChief Executive Officer | PPurchase | +5.00K | $8.59 | +$43.0K | +0.5%1.07M after | |
| May 30, 2024 (view filing) | May 28 | 2 days | Whiting Paul LDirector | PPurchase | +5.00K | $7.74 | +$38.7K | +8.4%64.7K after | |
| May 9, 2024 (view filing) | May 8 | 1 day | Pappas Nicholas GeorgeDirector | SSale | −6.00K | $8.56 | −$51.4K | −7.4%75.4K after | |
| May 7, 2024 (view filing) | May 7, 2023-May 6, 2024 | 366 daysLate | Garateix Ernie JChief Executive Officer | PPurchase | +10.0K | $8.20 | +$82.0K | +0.9%1.07M after | 2 lots |
| May 7, 2024 (view filing) | May 6 | 1 day | Lusk KirkChief Financial Officer | PPurchase | +5.00K | $8.11 | +$40.5K | +0.9%550.4K after | |
| May 7, 2024 (view filing) | May 6 | 1 day | Whiting Paul LDirector | PPurchase | +50.0K | $8.35 | +$417.5K | +517.5%59.7K after | |
| Apr 4, 2024 (view filing) | Dec 6, 2023-Mar 26, 2024 | 120 daysLate | Pappas Nicholas GeorgeDirector | SSale | −7.15K | $7.68 | −$54.9K | −8.1%81.4K after | 6 lots |
| Mar 18, 2024 (view filing) | Mar 14 | 4 days | Whiting Paul LDirector | PPurchase | +20.0K | $8.14 | +$162.8K | New position20.0K after | |
| Mar 18, 2024 (view filing) | Dec 14, 2023 | 95 days | Whiting Paul LDirector | PPurchase | +40.9K | $7.34 | +$300.0K | New position40.9K after | Amended |
| Feb 21, 2024 (view filing)4:09 PM ET | Dec 19, 2023 | 64 daysLate | Hyer Raymond T and 5 others10% Owner | PPurchase | +148.1K | $6.75 | +$1.00M | +5.3%2.96M after | |
| Dec 15, 2023 (view filing) | Dec 14 | 1 day | Garateix Ernie JChief Executive Officer | PPurchase | +27.2K | $7.34 | +$200.0K | +3.3%859.3K after | |
| Mar 23, 2023 (view filing) | Mar 21 | 2 days | Widdicombe Richard ADirector, Other: Chairman | PPurchase | +5.00K | $3.01 | +$15.1K | +0.7%681.9K after | |
| Mar 20, 2023 (view filing) | Mar 16-17 | 4 days | Garateix Ernie JChief Executive Officer | PPurchase | +2.00K | $3.11 | +$6.22K | +0.4%470.2K after | 2 lots |
| Feb 15, 2023 (view filing)4:55 PM ET | Feb 13 | 2 days | Hyer Raymond T and 5 others10% Owner | PPurchase | +202.5K | $1.96 | +$396.8K | +7.8%2.81M after | |
| Dec 5, 2022 (view filing) | Nov 30 | 5 daysLate | Garateix Ernie JChief Executive Officer | PPurchase | +2.00K | $1.67 | +$3.34K | +0.4%483.2K after | |
| Nov 22, 2022 (view filing) | Nov 18 | 4 days | Garateix Ernie JChief Executive Officer | PPurchase | +5.00K | $1.38 | +$6.90K | +1.0%481.2K after | |
| Nov 18, 2022 (view filing) | Nov 16 | 2 days | Lusk KirkChief Financial Officer | PPurchase | +25.0K | $1.36 | +$34.0K | +10.7%258.7K after | |
| Nov 18, 2022 (view filing) | Nov 16 | 2 days | Garateix Ernie JChief Executive Officer | PPurchase | +5.00K | $1.35 | +$6.75K | +1.1%476.2K after | |
| Nov 18, 2022 (view filing) | Nov 16 | 2 days | Moura TimothySee Remarks | PPurchase | +25.0K | $1.40 | +$35.0K | +18.7%159.0K after | |
| Nov 16, 2022 (view filing) | Nov 14 | 2 days | Garateix Ernie JChief Executive Officer | PPurchase | +10.3K | $1.39 | +$14.2K | +2.2%471.2K after | |
| Nov 14, 2022 (view filing)5:38 PM ET | Nov 10-11 | 4 days | Hyer Raymond T and 5 others10% Owner | PPurchase | +288.7K | $1.37 | +$394.3K | New position2.61K after | 2 lots |
| Oct 25, 2022 (view filing)5:13 PM ET | Oct 21 | 4 days | Hyer Raymond T and 5 others10% Owner | PPurchase | +230.0K | $1.38 | +$317.4K | +11.0%2.32M after | |
| Jul 5, 2022 (view filing) | Jun 30 | 5 days | Garateix Ernie JChief Executive Officer | PPurchase | +10.0K | $2.69 | +$26.9K | +2.2%461.0K after | |
| Jul 5, 2022 (view filing) | Jun 30 | 5 days | Widdicombe Richard ADirector, Other: Chairman | PPurchase | +10.0K | $2.63 | +$26.3K | +1.5%676.9K after | |
| Jun 30, 2022 (view filing) | Jun 30 | Same day | Lusk KirkChief Financial Officer | PPurchase | +10.0K | $2.61 | +$26.1K | +4.5%233.7K after | |
| May 12, 2022 (view filing) | May 10 | 2 days | Garateix Ernie JChief Executive Officer | PPurchase | +3.13K | $3.20 | +$10.0K | +0.7%451.0K after | |
| Jan 25, 2022 (view filing) | Mar 20-27, 2017 | 1,772 days | Walvekar VijayDirector | SSale | −42.0K | $12.41 | −$521.1K | −46.6%48.2K after | Amended4 lots |
| Sep 24, 2021 (view filing) | Sep 23 | 1 day | Martindale Steven C.Director | PPurchase | +1.24K | $7.16 | +$8.84K | +19.1%7.68K after | |
| Sep 21, 2021 (view filing) | Sep 17 | 4 days | Widdicombe Richard ADirector, Other: Chairman | PPurchase | +10.0K | $5.84 | +$58.4K | +1.6%651.8K after | |
| Sep 20, 2021 (view filing) | Sep 17 | 3 days | Garateix Ernie JChief Executive Officer | PPurchase | +3.00K | $5.68 | +$17.0K | +1.3%230.6K after | |
| Sep 17, 2021 (view filing) | Aug 18 | 30 daysLate | Garateix Ernie JChief Executive Officer | PPurchase | +1.00K | $6.76 | +$6.76K | +0.4%227.6K after | |
| Sep 17, 2021 (view filing) | Sep 16 | 1 day | Lusk KirkChief Financial Officer | PPurchase | +8.65K | $5.75 | +$49.7K | +5.6%164.0K after |