HERITAGE INSURANCE HOLDINGS INC Form 4 Filings

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) 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) 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) 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.

Heritage Insurance Holdings, Inc. (HRTG) officer Timothy E. Johns, President of subsidiary Zephyr Insurance Company, reported selling 3,500 shares of Common Stock on August 19, 2026 in an open-market transaction. The weighted average sale price was $33.6755 per share, with prices ranging from $33.39 to $33.93 per share. Following this sale, he directly holds 25,438 shares of Heritage Insurance Holdings, Inc. common stock. The transaction was effected pursuant to a Rule 10b5-1 trading plan adopted on May 20, 2026.

Heritage Insurance Holdings, Inc. (HRTG) reported that Chief Executive Officer and director Ernie J. Garateix sold a total of 10,000 shares of common stock in two open‑market or private transactions on August 17–18, 2026. Each sale of 5,000 shares was executed at a weighted average price of $34.31 and $34.545 per share, respectively, within disclosed intraday price ranges. According to the filing, the aggregate 10,000 shares sold represent less than 1% of his holdings of Heritage common stock, and these transactions occurred after a prior Rule 10b5-1 trading plan had been terminated.

Heritage Insurance Holdings, Inc. (HRTG) reported an insider stock sale by its Chief Financial Officer, Kirk Lusk. On 2026-08-17, he sold 10,000 shares of common stock in an open market or private transaction at a weighted average price of $34.1587 per share, with prices ranging from $33.91 to $34.325 per share. Following this transaction, he directly holds 492,522 shares of Heritage Insurance common stock.

Heritage Insurance Holdings, Inc. officer Timothy Moura reported a sale of 15,104 shares of common stock on 2026-08-10 at a weighted-average price of $32.4868 per share, with individual sale prices ranging from $32.02 to $32.77. Following this transaction, Moura directly holds 144,941 shares of Heritage Insurance common stock.

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock on August 3, 2026, at a weighted average price of $30.0310 per share, with sale prices ranging from $29.70 to $30.22, pursuant to a Rule 10b5-1 trading plan adopted on December 12, 2025. Following this sale, she directly owns 96,388 shares.

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun sold 9,200 shares of common stock in an open-market transaction at a weighted average price of $26.5753 per share. The sale was executed under a previously adopted Rule 10b5-1 trading plan.

After this transaction, Binnun directly holds 105,588 shares of Heritage Insurance common stock. The trading plan was adopted on December 12, 2025, and the sale prices ranged from $26.245 to $26.97 per share.

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun reported an open-market sale of 9,200 shares of common stock on June 22, 2026 at a weighted-average price of $24.359 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 12, 2025.

Following this sale, Binnun directly holds 114,788 shares of Heritage Insurance common stock. The filing notes that actual sale prices ranged from $24.00 to $24.54 per share, and detailed price breakdowns are available upon request.

Heritage Insurance Holdings director Joseph Vattamattam reported receiving a grant of 2,703 shares of Common Stock. The shares were acquired at a stated price of $0.00 per share as a grant or award, increasing his directly held position to 63,763 shares following the transaction.

Heritage Insurance Holdings director Paul L. Whiting reported routine equity movements involving common stock. On June 11, he made a bona fide gift of 9,662 shares to a 501(c)(3) charitable institution, leaving him with 96,167 directly held shares afterward.

On June 10, Whiting also received a grant or award of 2,703 shares of common stock at no cost, increasing his direct holdings to 105,829 shares at that time. In addition, 20,000 shares are held by Whiting Family, LLC and 40,871 shares are held by Paul & Gail Whiting Investments Limited, entities controlled by Whiting and his spouse, with Whiting disclaiming beneficial ownership except to the extent of his pecuniary interest.

Heritage Insurance Holdings director Irini Barlas reported a compensation-related stock grant on Common Stock. On 2026-06-10, an acquisition coded "A" shows 2,703 shares awarded at $0.0000 per share, classified as a grant, award, or other acquisition held indirectly.

After this award, one indirect account holds 71,022 shares of Common Stock, while a separate indirect holding line shows 6,852 shares. Direct ownership is reported at 12,746 shares. Footnotes state that some indirect shares are held by the Lee M. Barlas and Irini Barlas Living Trust and by Ms. Barlas' spouse.

Apostolou Panagiotis reported acquisition or exercise transactions in this Form 4 filing.

Heritage Insurance Holdings director Panagiotis Apostolou reported a compensation-related stock grant on a recent insider filing. He received 2,703 shares of common stock at a reported price of $0.00 per share, indicating a grant or award rather than an open-market purchase. After this grant, his direct holdings total 169,972 common shares, giving a clearer view of his equity stake in the company.

WIDDICOMBE RICHARD A reported acquisition or exercise transactions in this Form 4 filing.

Heritage Insurance Holdings director and chairman Richard A. Widdicombe received a grant of 2,703 shares of common stock on June 10, 2026 at no cost per share. After this equity award, he directly holds 451,750 shares of Heritage Insurance common stock.

Heritage Insurance Holdings director Paul L. Whiting reported open-market purchases of a total of 16,000 shares of common stock on May 19, 2026. He bought 1,000 shares at $24.45 per share and 15,000 shares at $23.50 per share.

After these purchases, Whiting directly owns 103,126 shares of Heritage common stock. The filing also shows indirect holdings of 20,000 shares owned by Whiting Family, LLC and 40,871 shares owned by Paul & Gail Whiting Investments Limited, entities he and his spouse control. He disclaims beneficial ownership of those indirect shares except to the extent of his pecuniary interest.

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun reported an open-market sale of 9,200 shares of common stock at a weighted average price of $28.9949 per share. The sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on December 12, 2025.

After this transaction, Binnun directly holds 123,988 shares of Heritage Insurance common stock. The filing notes that individual sale prices ranged from $28.72 to $29.50 per share, and detailed breakdowns are available upon request to the company, a security holder, or the SEC staff.

Heritage Insurance Holdings, Inc. Chief Executive Officer Ernie J. Garateix reported two open-market sales of company common stock totaling 8,334 shares on April 20, 2026. The trades, executed at weighted average prices of $27.5245 and $28.4032 per share, were carried out under a pre-established Rule 10b5-1 trading plan adopted on June 13, 2025.

Heritage Insurance Holdings, Inc. officer Timothy Moura sold 50,490 shares of Common Stock in open‑market trades. The sales occurred on April 1 and 2, 2026 at weighted average prices of $25.7762, $26.2106, $25.1341, and $26.0788 per share.

The transactions were made under a previously adopted Rule 10b5-1 trading plan dated November 25, 2025. Following these sales, Moura directly holds 160,045 shares of Heritage Insurance common stock.

Heritage Insurance Holdings, Inc. chief accounting officer Sharon Binnun sold a total of 9,200 shares of common stock in open-market transactions. On April 1, she sold 8,700 shares at a weighted average price of about $25.69 per share and 500 shares at $26.19 per share. The larger sale involved individual prices ranging from $25.19 to $26.18 per share. After these trades, she directly holds 133,188 shares. The sales were executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 12, 2025.

Heritage Insurance Holdings CEO Ernie J. Garateix reported an open-market sale of 8,334 shares of common stock at a weighted average price of $25.3875 per share. After this transaction, he directly holds 1,069,289 shares.

The sale was executed on a pre-planned basis under a Rule 10b5-1 trading plan previously adopted on June 13, 2025. Footnotes state that individual sale prices ranged from $25.12 to $25.715 per share.

Heritage Insurance Holdings officer Timothy Moura reported selling a total of 29,133 shares of common stock in open-market transactions on March 19, 2026. The sales occurred in two tranches at weighted-average prices of $26.6025 and $27.4268 per share under a pre-arranged Rule 10b5-1 trading plan adopted on November 25, 2025. After these transactions, Moura directly holds 210,535 shares of Heritage Insurance common stock.

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun reported an open-market sale of 7,893 shares of common stock on March 17, 2026 at a weighted average price of $28.348 per share, with individual sale prices ranging from $28.065 to $28.85 per share.

The transactions were executed under a pre-established Rule 10b5-1 trading plan adopted on December 12, 2025, indicating the sales were pre-planned. Following this sale, Binnun directly holds 142,388 shares of Heritage Insurance common stock, suggesting the transaction represents a relatively small portion of her total reported holdings.

Heritage Insurance Holdings, Inc. officer Timothy E. Johns reported a tax-withholding disposition related to restricted stock vesting. On the vesting of previously awarded performance-based restricted shares, 10,588 shares of common stock were withheld at a value of $28.14 per share to satisfy tax liabilities. After this non-market transaction, he directly holds 28,938 shares of common stock. This event reflects routine tax settlement rather than an open-market sale or discretionary trade.

Heritage Insurance Holdings Chief Financial Officer Kirk Lusk reported a routine tax-withholding transaction related to equity compensation. The company withheld 72,549 shares of common stock at $28.14 per share to satisfy tax liabilities on the vesting of previously awarded performance-based restricted stock. After this non‑market disposition, Lusk directly holds 502,522 shares of Heritage Insurance common stock.

Heritage Insurance Holdings officer Timothy Moura reported a routine tax-related share disposition. On the vesting of previously awarded performance-based restricted stock, 47,549 shares of common stock were withheld at $28.14 per share to satisfy tax liabilities. After this withholding, Moura directly holds 239,668 common shares, so the filing reflects compensation-related tax treatment rather than an open-market stock sale.

Heritage Insurance Holdings, Inc. Chief Accounting Officer Sharon Binnun reported a routine tax-related share disposition. On the vesting of previously awarded performance-based restricted stock, 36,274 shares of common stock were withheld at $28.14 per share to satisfy tax liabilities. This was not an open-market sale. After this withholding, Binnun directly holds 150,281 shares of Heritage Insurance common stock, indicating she retains a substantial equity position in the company.

Heritage Insurance Holdings, Inc. Chief Executive Officer Ernie J. Garateix reported a tax-related share disposition tied to equity compensation. On the reported date, 149,632 shares of common stock were withheld at a price of $28.14 per share to cover tax obligations.

The footnote explains these shares were withheld upon vesting of previously awarded performance-based restricted stock, rather than sold in the open market. After this withholding, Garateix directly holds 1,077,623 shares of Heritage common stock, indicating he retains a substantial equity position.

Binnun Sharon reported acquisition or exercise transactions in this Form 4 filing.

Heritage Insurance Holdings Chief Accounting Officer Sharon Binnun received equity awards of company common stock. She was granted 3,037 shares of restricted stock that vest in three equal annual installments on December 15, 2026, December 15, 2027, and December 15, 2028.

She also received 12,147 shares of performance-based restricted stock with a three-year performance period from January 1, 2026 through December 31, 2028, vesting after the performance period but no later than March 30, 2029. The final number of performance shares earned can decrease based on performance results.

Heritage Insurance Holdings, Inc. officer Timothy Moura reported acquiring company stock through two equity awards. He received 4,337 shares of restricted stock, which vest in three equal installments on December 15, 2026, 2027, and 2028. He was also granted 16,262 shares of performance-based restricted stock with a performance period from January 1, 2026 to December 31, 2028, vesting after that period but no later than March 30, 2029. The final number of performance-based shares earned can decrease depending on the company’s performance against the stated condition.

Heritage Insurance Holdings, Inc. reported that Chief Executive Officer Ernie J. Garateix acquired company stock through equity awards, not open-market purchases. He received 25,960 shares of restricted stock at a price of $0.00 per share and 81,125 shares of performance-based restricted stock, also at $0.00 per share.

The 25,960 restricted shares vest in three equal time-based installments on December 15, 2026, December 15, 2027, and December 15, 2028. The 81,125 performance-based restricted shares have a three-year performance period from January 1, 2026 through December 31, 2028 and will vest after that period, no later than March 30, 2029, with the final number of shares earned subject to decrease based on performance results.

Lusk Kirk reported acquisition or exercise transactions in this Form 4 filing.

Heritage Insurance Holdings Chief Financial Officer Kirk Lusk reported two stock awards. He received 15,271 shares of restricted common stock that vest in three equal installments in 2026, 2027, and 2028. He was also granted 27,487 shares of performance-based restricted stock tied to a three-year performance period through 2028, which will vest after the period ends and may be reduced depending on performance results.

JOHNS TIMOTHY E reported acquisition or exercise transactions in this Form 4 filing.

Heritage Insurance Holdings, Inc. reported that officer Timothy E. Johns received equity awards in the form of common stock. On March 5, 2026, he was granted 764 shares of restricted stock that vest in three installments through December 15, 2028, and 1,835 shares of performance-based restricted stock tied to a performance period from January 1, 2026 to December 31, 2028. The performance-based shares will vest after the performance period, no later than March 30, 2029, and the final number of shares earned can be reduced based on performance results. Following these grants, his directly held common stock increased to 39,526 shares.

Heritage Insurance Holdings Chief Executive Officer Ernie J. Garateix sold a total of 8,334 shares of common stock in open-market transactions on February 20, 2026, at prices around $24 per share under a pre-arranged Rule 10b5-1 trading plan. Following these sales, he directly holds 1,120,170 shares.

Heritage Insurance Holdings, Inc. (HRTG) CEO Ernie J. Garateix reported open-market stock sales. On January 20, 2026, he sold 8,234 shares of common stock at a weighted-average price of $26.02 per share and an additional 100 shares at $26.67 per share. These transactions were executed under a pre-arranged Rule 10b5-1 trading plan that was adopted on June 13, 2025, which is designed to allow insiders to sell shares according to a set schedule. After these sales, Garateix directly owned 1,128,504 shares of Heritage Insurance common stock.

Heritage Insurance Holdings CEO and director Ernie J. Garateix reported a planned stock sale under a Rule 10b5-1 trading plan. On 12/22/2025, he sold 8,334 shares of Heritage Insurance Holdings, Inc. common stock at a weighted average price of $29.4779 per share, in transactions with individual prices ranging from $29.05 to $29.89. After this sale, he beneficially owned 1,136,838 shares directly. The filing notes that these sales were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025, which is designed to allow pre-arranged trading of shares.

Heritage Insurance Holdings, Inc. reported an insider equity transaction by Timothy E. Johns, President of Zephyr Insurance Company. On December 15, 2025, 2,112 shares of Heritage common stock were withheld at a price of $29.57 per share to satisfy tax liabilities arising from the vesting of previously awarded restricted stock. Following this tax withholding, Johns directly beneficially owned 36,927 shares of Heritage common stock.

Heritage Insurance Holdings, Inc. reported an insider equity transaction by officer Timothy Moura. On 12/15/2025, 9,516 shares of common stock were disposed of at $29.57 per share under transaction code F, which the company explains represents shares withheld to satisfy tax liabilities upon the vesting of previously awarded restricted stock. Following this withholding, Moura beneficially owns 266,618 shares of Heritage common stock in direct form.

Heritage Insurance Holdings, Inc. Chief Financial Officer Kirk Lusk reported an insider equity transaction. On 12/15/2025, 18,112 shares of common stock were disposed of in a transaction coded "F" at a price of $29.57 per share. The company notes this represents shares withheld to satisfy tax liability upon the vesting of previously awarded restricted stock.

Following this tax-withholding event, Lusk directly beneficially owns 532,313 shares of Heritage Insurance common stock. The filing reflects a routine adjustment related to equity compensation rather than an open-market trade.

Heritage Insurance Holdings, Inc. reported an insider equity transaction by its Chief Executive Officer and director, Ernie J. Garateix. On 12/15/2025, he had 40,634 shares of common stock disposed of at $29.57 per share under transaction code "F," which the filing explains represents shares withheld to satisfy tax liability on the vesting of previously awarded restricted stock.

Following this tax-withholding transaction, Garateix beneficially owns 1,145,172 shares of Heritage Insurance common stock in direct ownership.

Heritage Insurance Holdings, Inc. reported an insider stock transaction by its chief accounting officer, Sharon Binnun. On 12/15/2025, 4,635 shares of common stock were disposed of at $29.57 per share, recorded as shares withheld to satisfy tax liability on the vesting of previously awarded restricted stock.

After this non-derivative transaction, Binnun directly beneficially owns 171,371 shares of Heritage Insurance common stock.

Heritage Insurance Holdings, Inc. reported that Chief Executive Officer and director Ernie J. Garateix sold common stock in two December 2025 transactions. On December 11, 2025, he sold 6,291 shares at a weighted average price of $28.4238 per share. On December 12, 2025, he sold 1,709 shares at $28.8463 per share. After these sales, he beneficially owned 1,185,806 shares of Heritage common stock. The filing notes that the first price reflects a weighted average for sales executed between $28.25 and $29.00 per share.

Heritage Insurance Holdings, Inc. disclosed that Chief Executive Officer and Director Ernie J. Garateix sold company stock in an open-market transaction. On 12/09/2025, he sold 7,000 shares of common stock, reported with a sale code "S," at a weighted average price of $28.3625 per share, with individual sale prices ranging from $28.25 to $28.50 per share. Following this transaction, Garateix beneficially owned 1,193,806 shares of Heritage common stock, held in direct ownership.

Heritage Insurance Holdings, Inc. reported an insider stock sale by its Chief Financial Officer, Kirk Lusk. On 12/02/2025, he sold 8,331 shares of the company’s common stock at a weighted average price of $28.2085 per share, with individual sale prices ranging from $28.19 to $28.255. After this transaction, he beneficially owns 550,425 shares directly. This type of filing informs investors about share transactions by key executives, which can be relevant when assessing management’s personal exposure to the company’s stock.

Heritage Insurance Holdings, Inc. (HRTG) reported insider stock sales by its Chief Executive Officer and director on a Form 4. On 11/20/2025, the reporting person sold three blocks of common stock: 4,360 shares at a weighted average price of $26.2714, 2,815 shares at $27.4377, and 1,159 shares at $28.2278. All trades were coded as open-market or similar sales and were executed under a pre-arranged Rule 10b5-1 trading plan, which is designed to allow insiders to sell shares according to a preset schedule.

Following these transactions, the CEO beneficially owned 1,200,806 shares of Heritage common stock, held directly. The price ranges for each sale are disclosed through weighted-average notes, and the reporting person has indicated a willingness to provide detailed trade breakdowns upon request to regulators, the issuer, or its shareholders.

Heritage Insurance Holdings (HRTG) director and chairman trade: A reporting person who serves as both a director and chairman of Heritage Insurance Holdings, Inc. reported selling 50,000 shares of common stock on 11/18/2025. The sale was reported at a weighted-average price of $29.4017 per share, with individual sale prices ranging from $29.07 to $29.95 per share. After this transaction, the reporting person beneficially owns 449,047 shares of Heritage common stock in direct form.

Heritage Insurance Holdings, Inc. (HRTG) reported an insider stock sale by its Chief Executive Officer and director, Ernie J. Garateix. On 11/13/2025, he sold 5,000 shares of Heritage common stock in an open market transaction. The filing states a weighted average sale price of $30.7696 per share, with individual sale prices ranging from $30.76 to $30.825 per share.

Following this transaction, Garateix beneficially owns 1,209,140 shares of Heritage common stock, held directly. This Form 4 reflects a routine report of insider trading activity and confirms that the CEO remains a significant shareholder after the sale.