HRTG · Heritage Insurance Holdings, Inc.
Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
Insider Sentiment Score
Peer-relative 0–100 rank of how aggressively insiders accumulated over the trailing 90 days. See the full ranking.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2026-07-01 | Binnun Sharon |
Chief Accounting Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on December 12, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.245 to $26.97 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
9,200 |
| 2026-06-22 | Binnun Sharon |
Chief Accounting Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on December 12, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $24.00 to $24.54 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
9,200 |
| 2026-06-11 | WHITING PAUL L |
Director |
Gift↓
Filing footnotes — Common Stock (Direct)
The Reporting Person gifted these shares to a 501(c)(3) institution in an exempt transaction pursuant to Rule 16b-5 under the Securities and Exchange Act of 1934, as amended. |
Common Stock
|
9,662 |
| 2026-06-10 | Vattamattam Joseph |
Director |
Award↑
|
Common Stock
|
2,703 |
| 2026-06-10 | WIDDICOMBE RICHARD A |
Director |
Award↑
|
Common Stock
|
2,703 |
| 2026-06-10 | Apostolou Panagiotis |
Director |
Award↑
|
Common Stock
|
2,703 |
| 2026-06-10 | WHITING PAUL L |
Director |
Award↑
|
Common Stock
|
2,703 |
| 2026-06-10 | Barlas Irini |
Director |
Award↑
Filing footnotes — Common Stock (Indirect)
Shares of common stock reported on this line are held by the Lee M. Barlas and Irini Barlas Living Trust. |
Common Stock
(I)
|
2,703 |
| 2026-05-19 | WHITING PAUL L |
Director |
Buy↑
|
Common Stock
|
1,000 |
| 2026-05-19 | WHITING PAUL L |
Director |
Buy↑
Filing footnotes — Common Stock (Direct)
Represents the weighted average of the shares purchased. The prices of the shares purchased pursuant to the transaction range from $23.33 to $23.79 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares purchased at each separate price. |
Common Stock
|
15,000 |
| 2026-05-01 | Binnun Sharon |
Chief Accounting Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person on December 12, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.72 to $29.50 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
9,200 |
| 2026-04-20 | Garateix Ernie J |
Director, Chief Executive Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $27.23 to $28.08 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
8,034 |
| 2026-04-20 | Garateix Ernie J |
Director, Chief Executive Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.29 to $28.51 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
300 |
| 2026-04-02 | Moura Timothy |
See Remarks |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.6391 to $26.2961 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
16,325 |
| 2026-04-02 | Moura Timothy |
See Remarks |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $24.55 to $25.5376 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
8,444 |
| 2026-04-01 | Moura Timothy |
See Remarks |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.1808 to $26.24 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
1,102 |
| 2026-04-01 | Moura Timothy |
See Remarks |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.18 to $26.1732 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
24,619 |
| 2026-04-01 | Binnun Sharon |
Chief Accounting Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on December 12, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.19 to $26.18 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
8,700 |
| 2026-04-01 | Binnun Sharon |
Chief Accounting Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on December 12, 2025. |
Common Stock
|
500 |
| 2026-03-20 | Garateix Ernie J |
Director, Chief Executive Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.12 to $25.715 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
8,334 |
| 2026-03-19 | Moura Timothy |
See Remarks |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $27.2998 to $27.6431 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
910 |
| 2026-03-19 | Moura Timothy |
See Remarks |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on November 25, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $26.23 to $27.2214 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
28,223 |
| 2026-03-17 | Binnun Sharon |
Chief Accounting Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on December 12, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.065 to $28.85 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
7,893 |
| 2026-03-12 | JOHNS TIMOTHY E |
See Remarks |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock. |
Common Stock
|
10,588 |
| 2026-03-12 | Garateix Ernie J |
Director, Chief Executive Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock. |
Common Stock
|
149,632 |
| 2026-03-12 | Binnun Sharon |
Chief Accounting Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock. |
Common Stock
|
36,274 |
| 2026-03-12 | Moura Timothy |
See Remarks |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock. |
Common Stock
|
47,549 |
| 2026-03-12 | Lusk Kirk |
Chief Financial Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock. |
Common Stock
|
72,549 |
| 2026-03-05 | Garateix Ernie J |
Director, Chief Executive Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition. |
Common Stock
|
81,125 |
| 2026-03-05 | Moura Timothy |
See Remarks |
Award↑
Filing footnotes — Common Stock (Direct)
Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition. |
Common Stock
|
16,262 |
| 2026-03-05 | Moura Timothy |
See Remarks |
Award↑
Filing footnotes — Common Stock (Direct)
Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 1,445 shares on December 15, 2026, 1,446 shares of December 15, 2027 and 1,446 shares on December 15, 2028. |
Common Stock
|
4,337 |
| 2026-03-05 | Binnun Sharon |
Chief Accounting Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 1,012 shares on December 15, 2026, 1,012 shares on December 15, 2027 and 1,013 shares on December 15, 2027. |
Common Stock
|
3,037 |
| 2026-03-05 | Lusk Kirk |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 5,090 shares on December 15, 2026, 5,090 shares on December 15, 2027 and 5,091 shares on December 15, 2028. |
Common Stock
|
15,271 |
| 2026-03-05 | Lusk Kirk |
Chief Financial Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition. |
Common Stock
|
27,487 |
| 2026-03-05 | Binnun Sharon |
Chief Accounting Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition. |
Common Stock
|
12,147 |
| 2026-03-05 | JOHNS TIMOTHY E |
See Remarks |
Award↑
Filing footnotes — Common Stock (Direct)
Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 254 shares on December 15, 2026, 255 shares of December 15, 2027 and 255 shares on December 15, 2028. |
Common Stock
|
764 |
| 2026-03-05 | JOHNS TIMOTHY E |
See Remarks |
Award↑
Filing footnotes — Common Stock (Direct)
Represents an award of performance based restricted stock granted to the Reporting Person. The performance based restricted stock has a three-year performance period beginning on January 1, 2026 and ending on December 31, 2028 and will vest following the end of the performance period but no later than March 30, 2029. The number of shares that will be earned at the end of the performance period is subject to decrease based on the results of the performance condition. |
Common Stock
|
1,835 |
| 2026-03-05 | Garateix Ernie J |
Director, Chief Executive Officer |
Award↑
Filing footnotes — Common Stock (Direct)
Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments of 8,653 shares on December 15, 2026, 8,653 shares on December 15, 2027 and 8,654 shares on December 15, 2028. |
Common Stock
|
25,960 |
| 2026-02-20 | Garateix Ernie J |
Director, Chief Executive Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. |
Common Stock
|
200 |
| 2026-02-20 | Garateix Ernie J |
Director, Chief Executive Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $23.81 to $24.46 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
8,134 |
| 2026-01-20 | Garateix Ernie J |
Director, Chief Executive Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.62 to $26.55 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
8,234 |
| 2026-01-20 | Garateix Ernie J |
Director, Chief Executive Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. |
Common Stock
|
100 |
| 2025-12-22 | Garateix Ernie J |
Director, Chief Executive Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $29.05 to $29.89 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
8,334 |
| 2025-12-15 | JOHNS TIMOTHY E |
See Remarks |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. |
Common Stock
|
2,112 |
| 2025-12-15 | Binnun Sharon |
Chief Accounting Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. |
Common Stock
|
4,635 |
| 2025-12-15 | Garateix Ernie J |
Director, Chief Executive Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. |
Common Stock
|
40,634 |
| 2025-12-15 | Lusk Kirk |
Chief Financial Officer |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. |
Common Stock
|
18,112 |
| 2025-12-15 | Moura Timothy |
See Remarks |
Tax↓
Filing footnotes — Common Stock (Direct)
Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. |
Common Stock
|
9,516 |
| 2025-12-12 | Garateix Ernie J |
Director, Chief Executive Officer |
Sell↓
|
Common Stock
|
1,709 |
| 2025-12-11 | Garateix Ernie J |
Director, Chief Executive Officer |
Sell↓
Filing footnotes — Common Stock (Direct)
Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.25 to $29.00 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price. |
Common Stock
|
6,291 |