HRTG · Insider Trading

HERITAGE INSURANCE HOLDINGS INC

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Every open-market purchase and sale reported by HRTG officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings

most recent

Open-Market Buys

code P

Sales

code S

Reporting Insiders

current holders

HRTG — Recent Form 4 Transactions (latest 2026-10-21)

Filed	Insider	Role	Type	Shares	Value
2026-10-21	Timothy E Johns	See Remarks	Sell	−3,500	−$125.69K
2026-09-22	Timothy E Johns	See Remarks	Sell	−3,500	−$121.58K
2026-09-16	Ernie J Garateix	Chief Executive Officer	Sell	−2,500	−$88.14K
2026-09-11	Sharon Binnun	Chief Accounting Officer	Sell	−6,565	−$222.00K
2026-09-08	Ernie J Garateix	Chief Executive Officer	Sell	−2,500	−$87.75K
2026-09-03	Sharon Binnun	Chief Accounting Officer	Sell	−9,200	−$311.99K
2026-08-26	Ernie J Garateix	Chief Executive Officer	Sell	−10,000	−$348.75K
2026-08-21	Timothy E Johns	See Remarks	Sell	−3,500	−$117.86K
2026-08-19	Kirk Lusk	Chief Financial Officer	Sell	−10,000	−$341.59K
2026-08-19	Ernie J Garateix	Chief Executive Officer	Sell	−10,000	−$344.27K
2026-08-12	Timothy Moura	See Remarks	Sell	−15,104	−$490.68K
2026-08-05	Sharon Binnun	Chief Accounting Officer	Sell	−9,200	−$276.29K
2026-07-02	Sharon Binnun	Chief Accounting Officer	Sell	−9,200	−$244.49K
2026-06-24	Sharon Binnun	Chief Accounting Officer	Sell	−9,200	−$224.10K
2026-06-12	Panagiotis Apostolou	Director	A	+2,703	—
2026-06-12	Joseph Vattamattam	Director	A	+2,703	—
2026-06-12	Paul L Whiting	Director	MIXED	−6,959	—
2026-06-12	Irini Barlas	Director	A	+2,703	—
2026-06-12	Richard A Widdicombe	Director	A	+2,703	—
2026-05-20	Paul L Whiting	Director	Buy	+16,000	+$376.95K
2026-05-05	Sharon Binnun	Chief Accounting Officer	Sell	−9,200	−$266.75K
2026-04-21	Ernie J Garateix	Chief Executive Officer	Sell	−8,334	−$229.65K
2026-04-03	Sharon Binnun	Chief Accounting Officer	Sell	−9,200	−$236.59K
2026-04-03	Timothy Moura	See Remarks	Sell	−50,490	−$1.30M
2026-03-23	Ernie J Garateix	Chief Executive Officer	Sell	−8,334	−$211.58K
2026-03-23	Timothy Moura	See Remarks	Sell	−29,133	−$775.76K
2026-03-19	Sharon Binnun	Chief Accounting Officer	Sell	−7,893	−$223.75K
2026-03-16	Timothy Moura	See Remarks	F	−47,549	−$1.34M
2026-03-16	Kirk Lusk	Chief Financial Officer	F	−72,549	−$2.04M
2026-03-16	Ernie J Garateix	Chief Executive Officer	F	−149,632	−$4.21M
2026-03-16	Timothy E Johns	See Remarks	F	−10,588	−$297.95K
2026-03-16	Sharon Binnun	Chief Accounting Officer	F	−36,274	−$1.02M
2026-03-09	Ernie J Garateix	Chief Executive Officer	A	+107,085	—
2026-03-09	Sharon Binnun	Chief Accounting Officer	A	+15,184	—
2026-03-09	Kirk Lusk	Chief Financial Officer	A	+42,758	—
2026-03-09	Timothy Moura	See Remarks	A	+20,599	—
2026-03-09	Timothy E Johns	See Remarks	A	+2,599	—
2026-02-24	Ernie J Garateix	Chief Executive Officer	Sell	−8,334	−$201.00K
2026-01-22	Ernie J Garateix	Chief Executive Officer	Sell	−8,334	−$216.92K
2025-12-29	Ernie J Garateix	Chief Executive Officer	Sell	−8,334	−$245.67K
2025-12-17	Kirk Lusk	Chief Financial Officer	F	−18,112	−$535.57K
2025-12-17	Timothy Moura	See Remarks	F	−9,516	−$281.39K
2025-12-17	Timothy E Johns	See Remarks	F	−2,112	−$62.45K
2025-12-17	Ernie J Garateix	Chief Executive Officer	F	−40,634	−$1.20M
2025-12-17	Sharon Binnun	Chief Accounting Officer	F	−4,635	−$137.06K
2025-12-15	Ernie J Garateix	Chief Executive Officer	Sell	−8,000	−$228.11K
2025-12-11	Ernie J Garateix	Chief Executive Officer	Sell	−7,000	−$198.54K
2025-12-04	Kirk Lusk	Chief Financial Officer	Sell	−8,331	−$235.01K
2025-11-24	Ernie J Garateix	Chief Executive Officer	Sell	−8,334	−$224.50K
2025-11-20	Richard A Widdicombe	Director	Sell	−50,000	−$1.47M

HRTG — Current Insider Holders

Insider	Role	Shares Held	Value
Ernie J Garateix	Chief Executive Officer	1,035,955	$38.52M
Kirk Lusk	Chief Financial Officer	492,522	$18.31M
Richard A Widdicombe	Director	451,750	$16.80M
Mark S Berset	Director	361,378	$13.44M
Vijay Walvekar	Director	273,583	$10.17M
Panagiotis Apostolou	Director	169,972	$6.32M
Timothy Moura	See Remarks	144,941	$5.39M
Paul L Whiting	Director	125,829	$4.68M
Sharon Binnun	Chief Accounting Officer	80,623	$3.00M
Nicholas George Pappas	Director	76,314	$2.84M
Joseph Vattamattam	Director	63,763	$2.37M
Timothy E Johns	See Remarks	21,938	$815.76K
Irini Barlas	Director	19,598	$728.75K

HRTG Insider Trading FAQ

Who are the insiders at HRTG?

13 officers, directors and 10%+ beneficial owners currently report holdings in HRTG via SEC Form 4.

Are HRTG insiders buying or selling?

Across the 50 most recent Form 4 filings for HRTG, 1 were open-market purchases (code P) and 29 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.

How current is HRTG insider data?

Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent HRTG filing is dated 2026-10-21.

How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the HRTG quote page; the site-wide leaderboard is on the insider transactions hub.