Heritage Insurance Holdings, Inc. HRTG NYSE

NYSE • Financial Services • Insurance - Property & Casualty • US • USD

SharesGrow Score

79/100

5/7 Pass

SharesGrow Intrinsic Value

Heritage Insurance Holdings, Inc. (HRTG) has 20 known insider and institutional holders on record. The largest holder is Garateix Ernie J with 1,069,289 shares. Other notable holders include Lucas Bruce and Lusk Kirk.

Over the last 12 months, insiders have made 54 transactions in HRTG stock — 13 buys (valued at $107.15K) and 31 sells (valued at $9.84M). Insider selling has exceeded buying during this period.

HRTG Insider Ownership

Top Holder

Garateix Ernie J

1,069,289 shares

Buys (12 mo)

$107.15K value

Sells (12 mo)

$9.84M value

12-Month Transaction Activity

Buy 24%

Sell 57%

Top Insider Holders

#	Name	Role	Shares Owned	Last Filed	Relative Size
1	Garateix Ernie J	Chief Executive Officer	1,069,289	2026-03-23	100%
2	Lucas Bruce	Chairman & CEO	576,859	2020-11-06	54%
3	Lusk Kirk	Chief Financial Officer	502,522	2026-03-16	47%
4	Hyer Raymond T	10 Percent Owner	500,000	2024-04-15	47%
5	Widdicombe Richard A	Other: Chairman	449,047	2025-11-20	42%
6	Berset Mark S	Director	276,469	2025-06-12	26%
7	Masiello James	Director	246,295	2018-12-10	23%
8	Moura Timothy	See Remarks	184,814	2026-04-03	17%
9	Apostolou Panagiotis	Director	167,269	2025-06-12	16%
10	Linder Kent M	Chief Operating Officer	150,000	2014-12-04	14%
11	Binnun Sharon	Chief Accounting Officer	133,188	2026-04-03	12%
12	Whiting Paul L	Director	87,126	2025-08-12	8%
13	Pappas Nicholas George	Director	76,314	2024-11-26	7%
14	Walvekar Vijay	Director	69,901	2025-06-02	7%
15	Barlas Irini	Director	68,319	2025-06-12	6%
16	Vattamattam Joseph	Director	61,060	2025-06-12	6%
17	Peiso Joseph R	Vice President of Compliance	46,342	2015-03-12	4%
18	Vernon Monica	Director	40,445	2014-05-22	4%
19	Houvardas Trifon	Director	40,250	2016-06-20	4%
20	Johns Timothy E.	See Remarks	35,251	2025-03-13	3%

Recent Transactions (last 12 months)

Date	Name	Role	Type	Shares	Price	Value
2026-04-02	Moura Timothy	See Remarks	Informative Sell	16,325	$26.08	$425.74K
2026-04-01	Moura Timothy	See Remarks	Informative Sell	1,102	$26.21	$28.88K
2026-04-01	Binnun Sharon	Chief Accounting Officer	Informative Sell	500	$26.19	$13.1K
2026-03-19	Moura Timothy	See Remarks	Informative Sell	910	$27.43	$24.96K
2026-03-20	Garateix Ernie J	Chief Executive Officer	Informative Sell	8,334	$25.39	$211.58K
2026-03-17	Binnun Sharon	Chief Accounting Officer	Informative Sell	7,893	$28.35	$223.75K
2026-03-12	Moura Timothy	See Remarks	Tax Withholding of RSU	47,549	$28.14	$1.34M
2026-03-12	Lusk Kirk	Chief Financial Officer	Tax Withholding of RSU	72,549	$28.14	$2.04M
2026-03-12	Binnun Sharon	Chief Accounting Officer	Tax Withholding of RSU	36,274	$28.14	$1.02M
2026-03-12	Garateix Ernie J	Chief Executive Officer	Tax Withholding of RSU	149,632	$28.14	$4.21M
2026-03-12	Johns Timothy E	See Remarks	Tax Withholding of RSU	10,588	$28.14	$297.95K
2026-03-05	Moura Timothy	See Remarks	RSU Award	4,337	-	-
2026-03-05	Lusk Kirk	Chief Financial Officer	RSU Award	15,271	-	-
2026-03-05	Binnun Sharon	Chief Accounting Officer	RSU Award	3,037	-	-
2026-03-05	Garateix Ernie J	Chief Executive Officer	RSU Award	25,960	-	-
2026-03-05	Johns Timothy E	See Remarks	RSU Award	764	-	-
2026-02-20	Garateix Ernie J	Chief Executive Officer	Informative Sell	200	$24.85	$4.97K
2026-01-20	Garateix Ernie J	Chief Executive Officer	Informative Sell	100	$26.67	$2.67K
2025-12-22	Garateix Ernie J	Chief Executive Officer	Informative Sell	8,334	$29.48	$245.67K
2025-12-15	Moura Timothy	See Remarks	Tax Withholding of RSU	9,516	$29.57	$281.39K
2025-12-15	Lusk Kirk	Chief Financial Officer	Tax Withholding of RSU	18,112	$29.57	$535.57K
2025-12-15	Binnun Sharon	Chief Accounting Officer	Tax Withholding of RSU	4,635	$29.57	$137.06K
2025-12-15	Garateix Ernie J	Chief Executive Officer	Tax Withholding of RSU	40,634	$29.57	$1.2M
2025-12-15	Johns Timothy E	See Remarks	Tax Withholding of RSU	2,112	$29.57	$62.45K
2025-12-12	Garateix Ernie J	Chief Executive Officer	Informative Sell	1,709	$28.85	$49.3K