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HRTG Insider Trading and Fund Holdings (Heritage Insurance Holdings, Inc.) · https://wallstpal.com/stock/hrtg/ · saved 2026-10-28

About this page

Insider trades reported on SEC Form 4: when the people who run a company buy or sell its shares with their own money.

How to read it

Form 4
The form a company insider (officer, director or owner of more than 10%) must file with the SEC within two business days of buying or selling the company's shares.
Buy (P) and Sell (S)
Open-market purchases and sales. Gifts, option exercises and automatic tax withholding are left out because they say little about what the insider thinks.
Value
Shares times price, as reported on the filing.
10b5-1
A trade made under a plan set up in advance. Planned sales are common and usually say less than an unplanned purchase.
Late filing
A Form 4 filed more than two business days after the trade.
Vs. S&P 500
How the stock did after the trade minus how the overall market did in the same weeks.

A real example

In January 2016, when bank stocks were falling, JPMorgan Chase CEO Jamie Dimon bought 500,000 JPMorgan shares with his own money, worth about $26 million. His Form 4 made the purchase public within days, and investors read it as a strong sign of confidence.

Explain it like I'm 13

If the coach of a team bets his own allowance that his team will win, that tells you something. A Form 4 is the note a company boss must hand in whenever he buys or sells his own company's shares, so everyone can see it.

Data from public SEC filings and congressional reports. Information, not investment advice. Check every number against the filing linked on the page.

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StockCIK 1598665

Heritage Insurance Holdings, Inc. (HRTG): Insider Trades and Fund Holdings

In the past 12 months, Heritage Insurance Holdings, Inc. insiders reported no open-market purchases and 15 sales worth $3.35M; 7 of the sales were reported as made under a 10b5-1 trading plan.

0Insider buys, 12 months
$0Bought by insiders, 12 months
$3.35MSold by insiders, 12 months
1Tracked funds holding

Timeline: news and trades

Company filings (8-K), insider trades, notices of planned sales (Form 144), Congress trades and fund moves in the past year, newest first.

  1. Oct 19, 2026Insider saleSee Remarks Timothy E. Johns sold $125,686 under a 10b5-1 plan
  2. Oct 19, 2026Planned saleTIMOTHY JOHNS (officer) filed notice to sell about $125,195 around Oct 19, 2026
  3. Sep 18, 2026Insider saleSee Remarks Timothy E. Johns sold $121,579 under a 10b5-1 plan
  4. Sep 18, 2026Planned saleTIMOTHY JOHNS (officer) filed notice to sell about $123,970 around Sep 18, 2026
  5. Sep 14, 2026Insider saleCEO Ernie J. Garateix sold $88,135
  6. Sep 14, 2026Planned saleERNESTO J GARATEIX (officer) filed notice to sell about $88,135 around Sep 14, 2026
  7. Sep 9, 2026Insider saleCAO Sharon Binnun sold $221,995
  8. Sep 9, 2026Planned saleSHARON ANN BINNUN (officer) filed notice to sell about $221,995 around Sep 9, 2026
  9. Sep 3, 2026Insider saleCEO Ernie J. Garateix sold $87,750
  10. Sep 3, 2026Planned saleERNESTO J GARATEIX (officer) filed notice to sell about $87,750 around Sep 3, 2026
  11. Sep 1, 2026Insider saleCAO Sharon Binnun sold $311,994 under a 10b5-1 plan
  12. Sep 1, 2026Planned saleSHARON BINNUN (officer) filed notice to sell about $309,304 around Sep 1, 2026
  13. Aug 24, 2026Insider saleCEO Ernie J. Garateix sold $348,750
  14. Aug 24, 2026Planned saleERNESTO J GARATEIX (officer) filed notice to sell about $348,750 around Aug 24, 2026
  15. Aug 19, 2026Insider saleSee Remarks Timothy E. Johns sold $117,864 under a 10b5-1 plan
  16. Aug 19, 2026Planned saleTIMOTHY JOHNS (officer) filed notice to sell about $117,915 around Aug 19, 2026
  17. Aug 18, 2026Insider saleCEO Ernie J. Garateix sold $172,725
  18. Aug 18, 2026Planned saleERNESTO J GARATEIX (officer) filed notice to sell about $172,725 around Aug 18, 2026
  19. Aug 17, 2026Insider saleCFO Kirk Lusk sold $341,587
  20. Aug 17, 2026Insider saleCEO Ernie J. Garateix sold $171,550
  21. Aug 17, 2026Planned saleKIRK H LUSK (officer) filed notice to sell about $341,587 around Aug 17, 2026
  22. Aug 17, 2026Planned saleERNESTO J GARATEIX (officer) filed notice to sell about $171,250 around Aug 17, 2026
  23. Aug 10, 2026Insider saleSee Remarks Timothy Moura sold $490,681
  24. Aug 3, 2026Insider saleCAO Sharon Binnun sold $276,285 under a 10b5-1 plan
  25. Jul 1, 2026Insider saleCAO Sharon Binnun sold $244,493 under a 10b5-1 plan
  26. Jun 30, 2026FundRenaissance Technologies cut 25% in Q2 2026 (13F filed Aug 13, 2026)
  27. Jun 22, 2026Insider saleCAO Sharon Binnun sold $224,103 under a 10b5-1 plan

Recent insider trades

Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Oct 21, 2026.

Recent HRTG insider trades
FiledTradedInsiderRoleTypeSharesPrice ($)ValueHoldingFiling
Oct 21Oct 19Timothy E. JohnsSee RemarksSee Remarks▼ SELL10b5-13,50035.91$126K−16%Form 4 ↗
Sep 22Sep 18Timothy E. JohnsSee RemarksSee Remarks▼ SELL10b5-13,50034.74$122K−14%Form 4 ↗
Sep 16Sep 14Ernie J. GarateixCEOCEO▼ SELL2,50035.25$88K−0.2%Form 4 ↗
Sep 11Sep 9Sharon BinnunCAOCAO▼ SELL6,56533.81$222K−7.5%Form 4 ↗
Sep 8Sep 3Ernie J. GarateixCEOCEO▼ SELL2,50035.10$88K−0.2%Form 4 ↗
Sep 3Sep 1Sharon BinnunCAOCAO▼ SELL10b5-19,20033.91$312K−9.5%Form 4 ↗
Aug 26Aug 24Ernie J. GarateixCEOCEO▼ SELL10,00034.88$349K−1.0%Form 4 ↗
Aug 21Aug 19Timothy E. JohnsSee RemarksSee Remarks▼ SELL10b5-13,50033.68$118K−12%Form 4 ↗
Aug 19Aug 17Kirk LuskCFOCFO▼ SELL10,00034.16$342K−2.0%Form 4 ↗
Aug 19Aug 18Ernie J. GarateixCEOCEO▼ SELL5,00034.55$173K−0.5%Form 4 ↗
Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings
All 15 HRTG insider trades →

Insiders who traded in the past year

InsiderRoleBuysBoughtSellsSoldLatest
Timothy E. JohnsSee Remarks0$03$365KOct 21, 2026
Ernie J. GarateixCEO0$05$869KSep 16, 2026
Sharon BinnunCAO0$05$1.28MSep 11, 2026
Kirk LuskCFO0$01$342KAug 19, 2026
Timothy MouraSee Remarks0$01$491KAug 12, 2026

Buybacks and executive pay

YearCEO pay reportedCEO pay "actually paid"Value of $100 invested
2025$5.34M$25.3Mn/a
2024$4.33M$8.73Mn/a
2023$5.00M$6.50Mn/a

From the company's XBRL data filed with the SEC. "Actually paid" is the SEC's pay-versus-performance measure, which counts changes in the value of stock awards. "Value of $100 invested" is the company's cumulative shareholder return as reported, usually measured from five years earlier. See all buybacks and CEO pay across companies.

Filing quality

A All 15 insider trades reported on time. How it is graded

Tracked funds that report HRTG

From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.

FundQuarterSharesValue% of portfolioChange
Renaissance TechnologiesQ2 2026128,630$3.35M0.00%▼ −25.4%
Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

Reading these numbers

Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →