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.
A shareholder of HRTG has filed a notice of proposed sale under Rule 144 for 6,291 shares of common stock. The planned sale is through Morgan Stanley Smith Barney LLC at an aggregate market value of $178,814.00, with an approximate sale date of 12/11/2025 on the NYSE. The issuer had 30,911,435 shares outstanding at the time listed, which is a baseline figure for the company’s equity.
The shares to be sold were acquired on 11/04/2023 through the vesting of restricted stock under a registered plan, with no separate cash payment for the purchase price. The filing also lists multiple sales of the issuer’s common stock during the prior three months by the same holder and related accounts, including a sale of 25,000 shares on 09/15/2025 for gross proceeds of $614,250.00 and several smaller transactions in September, October, November, and December 2025.
Heritage Insurance Holdings (HRTG) insider plans additional stock sales under Rule 144. A holder has filed a notice to sell 7,000 shares of HRTG common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $198,537.39. The filing notes that 30,911,435 shares of common stock were outstanding.
The shares to be sold were acquired partly from 3,050 restricted shares that vested on 11/04/2023 under a registered plan and 3,950 shares bought in the open market in November 2024. The filer also reports multiple sales of common stock over the past three months, including 25,000 shares sold on 09/15/2025 for $614,250 and several smaller transactions in September, October, and November 2025.
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.
HRTG common stock: A shareholder filed a Form 144 notice to potentially sell 8,331 shares of common stock through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $235,005.01. The notice states that 30,911,435 shares of this class were outstanding.
The shares to be sold come from 3,331 restricted shares that vested on 01/02/2019 under a registered plan and 5,000 shares acquired via an open‑market purchase on 05/09/2019 for cash. The seller has also conducted prior sales of HRTG securities in the last three months, including 19,929 shares on 11/05/2025 for gross proceeds of $481,207.61.
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 (HRTG) filed a Form 144 indicating a planned sale of 867 common shares through Morgan Stanley Smith Barney LLC on the NYSE. The filing lists an aggregate market value of $24,570.78 for this transaction, with 30,911,435 common shares outstanding. The shares being sold were originally acquired in an open market purchase from the issuer on 03/15/2013.
The notice also details prior sales over the past three months by or for the account of Ernesto Garateix (and related 10b5-1 sales), including a sale of 25,000 common shares on 09/15/2025 for $615,250.00. The signer represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
HRTG insider Ernesto Garateix filed a Form 144 notice to sell 7,467 shares of common stock. The planned sale, through Morgan Stanley Smith Barney LLC on the NYSE, has an aggregate market value of $211,614.78, with 30,911,435 common shares reported outstanding. The shares were acquired as restricted stock units on 11/14/2018 from the issuer, with the same date listed for payment.
Over the past three months, the notice lists several prior sales of HRTG common stock for Garateix and related 10b5-1 plans, including transactions of 25,000 shares on 09/15/2025 for gross proceeds of $615,250.00 and multiple 10,000 and 5,000 share sales in November 2025. The signer represents that they are not aware of undisclosed material adverse information about the issuer’s operations.
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.
Heritage Insurance Holdings (HRTG) reported insider stock sales by CEO and director Ernie J. Garateix. He sold 10,000 shares of common stock on 11/11/2025 at a weighted average price of $29.0976 (range $29.00–$29.25) and 5,000 shares on 11/12/2025 at $30.39.
Following these transactions, Garateix beneficially owns 1,214,140 shares, held directly.