Heritage Insurance Holdings, Inc. filings document the formal disclosure record for a super-regional property and casualty insurance holding company whose common stock trades on the New York Stock Exchange under HRTG. Recent Form 8-K filings furnish quarterly and annual results, preliminary financial updates, Regulation FD conference disclosures, material agreements and board changes.
The definitive proxy statement covers annual meeting matters, director governance and stockholder voting. Capital-structure disclosures include an amended and restated credit agreement with revolving, term-loan and delayed-draw term-loan facilities, alongside registered common stock information shown on periodic 8-K cover pages.
Heritage Insurance Holdings, Inc. (HRTG) reports that the group previously reporting beneficial ownership of its common stock dissolved effective August 27, 2026. Reporting person Raymond T. Hyer beneficially owns 2,093,878 shares, or 7.04%, with sole voting and dispositive power. The percentage is based on 29,732,416 shares outstanding as of August 2, 2026.
Hyer remains a beneficial owner of more than 5% of HRTG common stock; each other former group member ceased to be a beneficial owner of more than 5%. Any required future Section 13 filings concerning HRTG securities will be made by Hyer individually.
Heritage Insurance Holdings, Inc. (HRTG) reported that Timothy E. Johns, President of subsidiary Zephyr Insurance Company, sold common stock in a planned transaction. On September 18, 2026, he sold 3,500 shares of Heritage common stock at a weighted average price of $34.7369 per share, under a Rule 10b5-1 trading plan adopted on May 20, 2026. After this sale, he directly held 21,938 shares of Heritage common stock.
Heritage Insurance Holdings, Inc. (HRTG) received a Rule 144 notice from officer Timothy Johns covering planned sales of company common stock. Johns intends to sell 3,500 shares of common stock through Morgan Stanley Smith Barney, with an indicated aggregate value of about $123,970, on the NYSE. The shares were or will be acquired upon vesting of restricted stock awards granted by the issuer during the period from December 15, 2023 through March 25, 2026. The notice also lists a prior 10b5‑1 sale by Johns of 3,500 shares of common stock for proceeds of about $117,864.25 on August 19, 2026.
Heritage Insurance Holdings, Inc. (HRTG) reported that Chief Executive Officer and director Ernie J. Garateix sold 2,500 shares of common stock on September 14, 2026 in an open-market or private transaction at a weighted-average price of about $35.25 per share, with individual sale prices ranging from $35.245 to $35.27. After this transaction, he directly holds 1,035,955 shares of Heritage Insurance common stock, and no Rule 10b5-1 trading plan is reported.
Heritage Insurance Holdings, Inc. (HRTG) executive officer Ernesto J. Garateix has filed a Rule 144 notice covering the proposed sale of 2,500 shares of common stock, with an aggregate market value listed as $88,135, relating to shares acquired in an open market purchase on May 6, 2024.
The notice also reports that during the prior three months Garateix sold additional common shares in several transactions, and cites 29,732,416 shares of Heritage Insurance Holdings, Inc. common stock outstanding as of September 14, 2026.
Heritage Insurance Holdings, Inc. (HRTG) reports that Chief Accounting Officer Sharon Binnun sold 6,565 shares of common stock on September 9, 2026 in a sale in the open market or a private transaction at $33.815 per share. After this transaction, she directly holds 80,623 shares of Heritage common stock. No Rule 10b5-1 trading plan is indicated for this sale.
Heritage Insurance Holdings, Inc. (HRTG) had an officer, Sharon Ann Binnun, file a Rule 144 notice covering the planned sale of 6,565 shares of common stock through Morgan Stanley Smith Barney LLC. The shares relate to restricted stock vesting under a registered plan on March 5, 2026, with an indicated market value of $221,995.48 as of September 9, 2026.
The notice also lists prior open-market sales by Sharon Ann Binnun over the past three months: 9,200 shares on each of June 22, July 1, August 1, and September 1, 2026, for aggregate proceeds of $224,102.80, $244,205.22, $275,997.00, and $311,705.15, respectively.
Heritage Insurance Holdings, Inc. (HRTG) reported that Chief Executive Officer and director Ernie J. Garateix sold 2,500 shares of common stock on September 3, 2026 in an open market or private transaction at $35.10 per share. Following this sale, he directly holds 1,038,455 shares of Heritage common stock. No Rule 10b5-1 trading plan is affirmed for this transaction.
Heritage Insurance Holdings, Inc. (HRTG) reported that Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock on September 1, 2026 at a weighted average price of $33.91 per share, with individual sale prices ranging from $33.63 to $34.31 per share.
The transaction, valued at approximately $311,994, was carried out pursuant to a Rule 10b5-1 trading plan that Sharon Binnun previously adopted on December 12, 2025, and she held 87,188 shares of Heritage Insurance Holdings, Inc. common stock directly after the sale.
Heritage Insurance Holdings, Inc. (HRTG) discloses that officer Ernesto J. Garateix has filed a notice under Rule 144 covering a proposed sale of 2,500 shares of common stock through Morgan Stanley Smith Barney LLC.
The notice also lists prior sales by Garateix in the last three months, including 10,000, 5,000, and 5,000 shares of common stock on specific August 2026 dates, with stated aggregate dollar amounts for each transaction.