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, Inc. (HRTG) is the issuer of common stock that shareholder Sharon Binnun plans to sell under Rule 144 through Morgan Stanley Smith Barney LLC. The notice covers 9,200 shares, with an aggregate market value of $309,304.00, when 29,732,416 shares of common stock were outstanding. The shares relate to restricted stock awards from the issuer and are expected to be sold on the NYSE. Over the prior three months, Binnun reported three separate 10b5‑1 plan sales of 9,200 shares each.
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) 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.
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. (HRTG) has a notice of proposed sale filed by stockholder Timothy Johns under Rule 144. The notice covers up to 3,500 shares of Heritage common stock, to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE, with an aggregate value of $117,915.00 listed. The shares were acquired from the issuer as restricted stock awards on 12/15/2023, related to restricted stock units that vested during the period from 12/15/2023 through 3/25/2026.
Heritage Insurance Holdings, Inc. (HRTG) has a notice under Rule 144 filed by officer Ernesto J. Garateix covering the potential sale of 5,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The shares have an aggregate market value of $172,725.00, and Garateix previously sold 5,000 shares for $171,250.00 on August 17, 2026.
Heritage Insurance Holdings, Inc. filed a Form 144 notice for a proposed sale of up to 10,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The shares relate to restricted stock that vested under a registered plan based on services rendered on two prior vesting dates.
The filing lists 5,000 shares vesting on September 16, 2021 and 5,000 shares vesting on May 6, 2024 as the sources of the securities. The common stock is listed on the NYSE.