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 (HRTG) — Form 4 insider transaction: CEO and Director Ernie J. Garateix reported open‑market sales of common stock on 10/20/2025. He sold 7,467 shares at a weighted average price of $23.01 and 867 shares at a weighted average price of $23.02. The filing notes price ranges for each sale day.
Following these transactions, he beneficially owned 1,229,140 shares, held directly. The weighted average price ranges disclosed were $22.74–$23.20 and $22.77–$23.18, with further detail available upon request as stated in the filing.
Heritage Insurance Holdings (HRTG) reported an insider transaction by its Chairman and Director on 10/14/2025. The reporting person sold 100,000 shares of common stock across three trades: 8,999 shares at a weighted average price of $25.90 (range $25.35–$26.33), 32,286 shares at $26.97 (range $26.36–$27.35), and 58,715 shares at $27.62 (range $27.36–$27.97).
Following these sales (Code S), the reporting person beneficially owns 499,047 shares, held directly.
Kirk Lusk, Chief Financial Officer of Heritage Insurance Holdings, Inc. (HRTG), reported a sale of 6,803 shares of the company's common stock executed on 10/03/2025. The weighted-average price for the shares sold was $24.16, with individual sale prices ranging from $24.00 to $24.28. After the reported transaction, the reporting person beneficially owned 578,756 shares. The filing also indicates the transaction was conducted under a pre-established plan intended to satisfy the Rule 10b5-1 affirmative defense, and the Form 4 was signed on 10/07/2025.
Heritage Insurance Holdings (HRTG) reported an insider stock sale by its Chief Financial Officer. On 10/01/2025, the CFO sold 9,397 shares at a weighted average price of $24.61 and 3,800 shares at a weighted average price of $25.18.
The filing notes price ranges for these trades: $24.05–$25.04 and $25.05–$25.40, respectively. Following the transactions, the CFO beneficially owns 585,559 shares, held directly.
Heritage Insurance Holdings filed a Form 144 reporting a proposed sale of 6,803 common shares with an aggregate market value of $158,986.11, to occur approximately on 10/03/2025 on the NYSE. The filing shows these shares were acquired as restricted stock units on 11/30/2017. The record of recent Rule 10b5-1 activity lists two completed sales by the same seller: 13,197 shares on 10/01/2025 for $326,986.03 and 20,000 shares on 09/12/2025 for $483,374.00. Total shares outstanding are reported as 31,017,570.
Heritage Insurance Holdings (HRTG) insiders filed a Form 144 proposing the sale of 13,197 common shares through Morgan Stanley Smith Barney, with an aggregate market value of $332,300.46. The proposed sale is scheduled for 10/01/2025 on the NYSE. The shares were acquired as restricted stock units on 11/30/2017. The filing reports total shares outstanding of 31,017,570, and separately discloses 10b5-1 sales for Kirk Lusk of 20,000 shares on 09/12/2025 generating $483,374.00 in gross proceeds. The notice includes the standard insider representation about absence of undisclosed material information and references reliance on a trading plan where applicable; no plan adoption date or signature details are provided in the content.
Heritage Insurance Holdings, Inc. reported that board member Mark Berset has retired from its Board of Directors effective September 23, 2025. The company states that there are no disagreements with Mr. Berset regarding its operations, policies, or practices, indicating this is presented as an amicable transition. The Board and company expressed appreciation for his service and extended well wishes for his future endeavors.
Heritage Insurance Holdings insider sale disclosed on Form 4. Ernie J. Garateix, CEO and director, reported two open-market sales on 09/22/2025 totaling 8,334 shares for aggregate proceeds at weighted-average prices of $27.08 and $28.33. After the transactions he beneficially owns 1,237,474 shares. The filing includes price ranges for the lots sold: $26.78–$27.27 and $28.22–$28.36, and the report is signed 09/24/2025.
Heritage Insurance Holdings (HRTG) filing a Rule 144 notice shows a proposed sale of 867 common shares through Morgan Stanley Smith Barney with an aggregate market value of $24,622.80, scheduled for 09/22/2025. The filer reports acquiring these shares in the open market on 03/15/2013. The filing also discloses a prior sale by the same account of 25,000 shares on 09/15/2025 that generated gross proceeds of $615,250.00. The form includes the required representation that the seller is not aware of undisclosed material adverse information and notes compliance with Rule 10b5-1 procedures if applicable.
Heritage Insurance Holdings, Inc. (HRTG) filed a Form 144 notice reporting a proposed sale of 7,467 common shares with an aggregate market value of $212,062.80, expected to be sold on 09/22/2025 through Morgan Stanley Smith Barney LLC on the NYSE. These shares were acquired as restricted stock units on 11/14/2017.
The filing also discloses that Ernesto Garateix sold 25,000 common shares on 09/15/2025 for $615,250.00. The filer affirms they are not aware of undisclosed material adverse information and includes the standard Rule 10b5-1/intent representation language.