Welcome to our dedicated page for Heritage Insurance Hldgs SEC filings (Ticker: HRTG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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) furnished an update on November 5, 2025, announcing it issued a press release with financial results for the fiscal quarter ended September 30, 2025.
The information was provided under Item 2.02 of a Form 8-K and includes Exhibit 99.1, which contains the full press release. The company notes this material is furnished, not filed, under the Exchange Act unless specifically incorporated by reference.
Rule 144 notice: A holder for HRTG filed to sell 19,929 shares of Common stock through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value $476,502.39. The approximate sale date is 11/05/2025 on the NYSE. These shares were acquired via Restricted Stock Units on 03/01/2018. Recent 10b5-1 transactions include 20,000 shares sold on 09/12/2025 for $483,374.00 and 13,197 shares on 10/01/2025 for $326,986.03. Shares outstanding were 31,017,570.
HRTG: A selling stockholder filed a Form 144 to sell 71 shares of common stock through Morgan Stanley Smith Barney, with an approximate sale date of 11/04/2025 on the NYSE.
The 71 shares were acquired as Restricted Stock Units from the issuer on 03/01/2018. The filer also reported recent Rule 10b5-1 sales over the past three months: 20,000 shares on 09/12/2025 for $483,374.00, 13,197 shares on 10/01/2025 for $326,986.03, and 6,803 shares on 10/03/2025 for $164,346.87. Form 144 is a notice of a proposed sale by an affiliate or holder of restricted/controlled securities under Rule 144.
The Vanguard Group filed a Schedule 13G reporting a passive stake in Heritage Insurance Holdings (HRTG). Vanguard beneficially owned 1,646,731 shares, representing 5.3% of the common stock as of 09/30/2025.
The filing shows sole voting power: 0; shared voting power: 174,203; sole dispositive power: 1,464,363; and shared dispositive power: 182,368. Vanguard certified the shares were acquired and are held in the ordinary course and not to influence control. The stake is held on behalf of clients, and no single other person’s interest exceeds 5%.
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.