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  4. [144] Heritage Insurance Holdings, Inc. SEC Filing

Heritage Insurance (HRTG) officer plans 10,000-share sale

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
144

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. (HRTG) received a Rule 144 notice from officer Ernesto J. Garateix, who plans to sell up to 10,000 shares of common stock through Morgan Stanley Smith Barney LLC. The notice reports an aggregate market value of $348,750 for the shares to be sold.

The filing also notes that 29,732,416 shares of common stock were outstanding; this is a baseline figure, not the amount being sold. In the past three months Garateix sold 5,000 shares on August 17, 2026 for $171,250 and 5,000 shares on August 18, 2026 for $172,725.

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Shares to be sold 10,000 shares of common stock Planned Rule 144 sale by Ernesto J. Garateix
Aggregate market value of shares to be sold $348,750.00 Estimated value for 10,000 shares in planned Rule 144 sale
Shares outstanding 29,732,416 shares Common shares outstanding for Heritage Insurance Holdings, Inc.
Recent sale on August 17, 2026 5,000 shares for $171,250.00 Sale of common stock by Ernesto J. Garateix
Recent sale on August 18, 2026 5,000 shares for $172,725.00 Sale of common stock by Ernesto J. Garateix
Open market purchase on March 14, 2025 5,000 shares Common stock acquired in an open market purchase
Open market purchase on August 9, 2024 2,500 shares Common stock acquired in an open market purchase
Open market purchase on May 7, 2024 2,500 shares Common stock acquired in an open market purchase
Rule 144 regulatory
"See the definition of "person" in paragraph (a) of Rule 144."
Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.
Open Market Purchase market
"Common | 03/14/2025 | Open Market Purchase | Open Market"
An open market purchase is when a company buys its own shares on public stock exchanges the same way any investor would, rather than through a private deal. Investors care because these purchases reduce the number of shares available, can boost earnings per share and share price, signal that management thinks the stock is undervalued, and use company cash that might otherwise go to reinvestment or dividends — like a business quietly buying back its own tickets at the box office.
NYSE market
"08/24/2026 | NYSE"
A large, regulated marketplace where stocks and other securities are listed and traded, acting like a global auction house that matches buyers and sellers and helps determine share prices. It matters to investors because listing and trading there provide liquidity, price discovery, and regulatory oversight—making it easier to buy or sell holdings and giving companies a visible platform that can affect credibility and access to capital.

FAQ

What does the Form 144 filing disclose for HRTG?
It discloses that officer Ernesto J. Garateix intends to sell up to 10,000 shares of Heritage Insurance Holdings, Inc. common stock under Rule 144, with an aggregate market value of about $348,750, through Morgan Stanley Smith Barney LLC.

How many HRTG shares is Ernesto J. Garateix planning to sell?
Ernesto J. Garateix plans to sell up to 10,000 shares of Heritage Insurance Holdings, Inc. common stock, as indicated in the Form 144 notice filed on August 24, 2026.

What recent HRTG stock sales by Ernesto J. Garateix are reported?
The filing reports sales of 5,000 shares of HRTG common stock on August 17, 2026 for $171,250 and another 5,000 shares on August 18, 2026 for $172,725.

What is the reported market value of the HRTG shares to be sold?
The Form 144 states an aggregate market value of approximately $348,750 for the 10,000 shares of Heritage Insurance Holdings, Inc. common stock intended for sale.

How many HRTG shares were outstanding according to the Form 144?
The notice lists 29,732,416 shares of Heritage Insurance Holdings, Inc. common stock as outstanding. This is a reference figure for the issuer’s capital structure, not the number of shares being sold under the Form 144.

Through which broker will the HRTG Rule 144 sale be executed?
The planned Rule 144 sale of 10,000 HRTG shares for Ernesto J. Garateix is to be executed through Morgan Stanley Smith Barney LLC Executive Financial Services at 1 New York Plaza, New York.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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144: Filer Information

144: Issuer Information

144: Securities Information



Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold


* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.



Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

144: Remarks and Signature

Source: View Original Filing on SEC EDGAR