Heritage Insurance CEO sells 10,000 shares at $34.875 avg

Heritage Insurance Holdings, Inc. (HRTG) reported an insider transaction by Chief Executive Officer and director Ernie J. Garateix.

Rhea-AI Filing Summary

Heritage Insurance Holdings, Inc. (HRTG) reported an insider transaction by Chief Executive Officer and director Ernie J. Garateix. On 2026-08-24, he sold 10,000 shares of common stock in an open market or private transaction at a weighted average price of $34.875 per share, with individual sale prices ranging from $34.50 to $35.25 per share. Following this sale, he directly holds 1,040,955 shares of Heritage Insurance Holdings common stock.

Insider Trade Summary

Net Seller: 10,000 shares

Net Sell 1 txn

Insider Garateix Ernie J

Role Chief Executive Officer

Sold 10,000 shs ($349K)

Type	Security	Shares	Price	Value
Sale	Common Stock F1	10,000	$34.875	$349K

Holdings After Transaction: Common Stock — 1,040,955 shares (Direct)

Footnotes (1)

1. F1. Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.50 to $35.25 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Key Figures

Shares sold: 10,000 shares of Common Stock Weighted average sale price: $34.875 per share Sale price range: $34.50 to $35.25 per share +1 more

4 metrics

Shares sold 10,000 shares of Common Stock Sale reported for 2026-08-24 by CEO Ernie J. Garateix

Weighted average sale price $34.875 per share Weighted average price for 10,000 shares sold on 2026-08-24

Sale price range $34.50 to $35.25 per share Range of prices for shares sold in the reported transaction

Shares owned after transaction 1,040,955 shares Direct holdings of CEO Ernie J. Garateix following the sale

Key Terms

weighted average price, open market or private transaction, Common Stock

3 terms

weighted average price financial

"Represents the weighted average price of the shares sold."

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

open market or private transaction financial

"transaction code description: Sale in open market or private transaction"

Common Stock financial

"security_title: Common Stock"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

What insider transaction did HRTG report for CEO Ernie J. Garateix?

HRTG reported that CEO Ernie J. Garateix sold 10,000 shares of common stock on 2026-08-24 in an open market or private transaction, at a weighted average price of $34.875 per share, with sale prices ranging from $34.50 to $35.25 per share.

At what price did HRTG’s CEO sell his shares in the latest Form 4?

Ernie J. Garateix sold shares at a weighted average price of $34.875 per share. The filing states that individual sale prices for the 10,000 shares ranged from $34.50 to $35.25 per share.

How many HRTG shares does CEO Ernie J. Garateix hold after the reported sale?

After selling 10,000 shares, CEO Ernie J. Garateix directly holds 1,040,955 shares of Heritage Insurance Holdings, Inc. common stock, according to the Form 4.

Was the recent HRTG insider sale made under a Rule 10b5-1 trading plan?

No. The Form 4 indicates that the Rule 10b5-1 checkbox was not checked (aff_10b5_one is false), so the reported 10,000-share sale was not affirmed as being made under a Rule 10b5-1 trading plan.

What trading range did HRTG’s CEO receive for the sold shares?

For the 10,000 shares sold, the filing reports a price range from $34.50 to $35.25 per share, with a weighted average price of $34.875 per share. Full breakdowns by price level are available on request from the reporting person.

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

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Available on EDGAR 08/26/2026 - 05:01 PM Accepted by SEC EDGAR 08/26/2026 - 05:00 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Garateix Ernie J

(Last) (First) (Middle)

C/O HERITAGE INSURANCE HOLDINGS, INC.

1401 N. WESTSHORE BLVD

(Street)

TAMPA FLORIDA 33607

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Heritage Insurance Holdings, Inc. [ HRTG ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Executive Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/24/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/24/2026		S		10,000	D	$34.875(1)	1,040,955	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.50 to $35.25 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.

Remarks:

	/s/ Ernie J. Garateix	08/26/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)