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.
HRTG filing a Form 144 reporting a proposed sale of 9,200 shares of Common Stock tied to Restricted Stock Awards dated 03/12/2026. The excerpt also shows a 10b5-1 sale by Sharon Binnun of 7,893 shares on 03/17/2026 for $223,750.76.
The Vanguard Group filed an amendment on Schedule 13G/A reporting beneficial ownership of 0 shares (0%) of Heritage Insurance Holdings Inc. The filing states Vanguard holds no sole or shared voting or dispositive power over Heritage common stock. The amendment explains an internal realignment that led to separate reporting by subsidiaries.
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.
Ernesto J. Garateix and related holders report a proposed sale of 867 shares of Common stock via a Form 144 notice. The filing lists prior 10b5-1 open-market dispositions on 12/22/2025, 01/20/2026, and 02/20/2026 with per-trade dollar amounts shown.
The transactions are recorded as 10b5-1 sales executed through Morgan Stanley Smith Barney LLC. The excerpt lists historical sale amounts such as $220,118.95 and $194,342.86 for 7467-share tranches and smaller 867-share tranches with amounts like $25,549.71 and $20,914.21.
HRTG insiders filed notices under Form 144 to sell restricted common stock originally issued as restricted stock units. The filings report multiple 10b5-1 sales by Ernesto J. Garateix and by Ernesto Garateix & Yvette Garateix, with example transactions on 02/20/2026 showing 7,467 and 867 shares sold and corresponding proceeds listed as $180,122.71 and $20,914.21.
The shares derive from RSUs granted 11/14/2016. The notices identify the broker as Morgan Stanley Smith Barney LLC and list the exchange as NYSE. The filings document routine, plan-based dispositions under prearranged 10b5-1 schedules.
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 filed an amended annual report mainly to add the signing date of its independent auditor’s opinion, with 2025 financial statements otherwise unchanged. The auditor issued unqualified opinions on both the financial statements and internal control over financial reporting.
For 2025, Heritage generated net income of $195.6 million on total revenues of $847.3 million, up from net income of $61.5 million in 2024. Net premiums earned reached $794.2 million, while losses and loss adjustment expenses fell to $313.2 million. Earnings per diluted share rose to $6.32. Cash, cash equivalents and restricted cash increased to $572.6 million, and stockholders’ equity grew to $505.3 million as of December 31, 2025.