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Heritage Insurance Holdings, Inc.

HRTG Balanced
CIK 0001598665 #2546 in the set updated 17 Sep 2026
Bought (120 mo)
$8.27M
out of their own pocket, the only kind of buying there is
Sold (120 mo)
$21.66M
$13.80M on a plan · $0.00 straight out of an exercise
Sold at will
$7.87M
36 of 78 sales
Net
−$13.39M
+$404.31K against sales at will

By person

17 insiders · 169 transactions
41.7×

Ernie Garateix holds 41.7 times base salary in stock. $36.52M of shares against $875.50K in salary for 2025.

Salary from the company's own proxy. The shares are what Ernie Garateix last reported holding, valued at $35.25, the price Common Stock was last bought or sold at on the open market here, on 14 Sep 2026.

Insider
Role
Bought
Sold
Net
Holding
Of company
Worth
Change
WIDDICOMBE RICHARD A
Director
$720.45K (7)
$6.68M (7) scheduled
−$5.96M
451,750
1.52%
$15.93M
−39.8%
Garateix Ernie J
Chief Executive Officer
$621.69K (29)
$4.26M (27)
−$3.63M
1,035,955
3.48%
$36.52M
+417.5%
Moura Timothy
See Remarks
$35.00K (1)
$2.57M (7) scheduled
−$2.53M
144,941
0.4875%
$5.11M
+126.0%
Binnun Sharon
Chief Accounting Officer
—
$2.52M (10) scheduled
−$2.52M
80,623
0.2712%
$2.84M
—
Hyer Raymond T
10% owner
$2.11M (5)
—
+$2.11M
2,959,263
9.95%
$104.33M
+41.6%
Lusk Kirk
Chief Financial Officer
$355.25K (7)
$2.03M (8) scheduled
−$1.68M
492,522
1.66%
$17.36M
+356.8%
Walvekar Vijay
Director
—
$1.57M (7)
−$1.57M
561,472
1.89%
$19.79M
−9.8%
WHITING PAUL L
Director
$1.54M (9)
—
+$1.54M
116,167
0.3907%
$4.10M
—
Lucas Bruce
Chairman & CEO
$2.26M (14)
$1.08M (1)
+$1.18M
644,459
2.17%
$22.72M
−36.0%
Apostolou Panagiotis
Director
—
$635.00K (1)
−$635.00K
169,972
0.5717%
$5.99M
+5.1%
Barlas Irini
Director
$283.91K (5)
—
+$283.91K
142,929
0.4807%
$5.04M
+60.3%
Masiello James
Director
$213.26K (2)
—
+$213.26K
337,795
1.14%
$11.91M
+5.1%
Pappas Nicholas George
Director
—
$207.82K (9)
−$207.82K
76,314
0.2567%
$2.69M
+11.8%
JOHNS TIMOTHY E
See Remarks
—
$117.86K (1) scheduled
−$117.86K
25,438
0.0856%
$896.79K
—
Martindale Steven C.
Director
$105.58K (7)
—
+$105.58K
22,828
0.0768%
$804.78K
+2,282,700%
Vattamattam Joseph
Director
$34.49K (2)
—
+$34.49K
63,763
0.2145%
$2.25M
+132.0%
Berset Mark S
Director
—
—
—
276,469
0.9299%
$9.75M
+12.4%

Individual transactions

169
Insider
Date
Role
Action
Shares
Price
Amount
Garateix Ernie J
14 Sep 2026
Chief Executive Officer
Sell
2,500
$35.25
$88.14K
Binnun Sharon
9 Sep 2026
Chief Accounting Officer
Sell
6,565
$33.82
$222.00K
Garateix Ernie J
3 Sep 2026
Chief Executive Officer
Sell
2,500
$35.10
$87.75K
Binnun Sharon
1 Sep 2026
Chief Accounting Officer
Sold on a plan
9,200
$33.91
$311.99K
Garateix Ernie J
24 Aug 2026
Chief Executive Officer
Sell
10,000
$34.88
$348.75K
JOHNS TIMOTHY E
19 Aug 2026
See Remarks
Sold on a plan
3,500
$33.68
$117.86K
Garateix Ernie J
18 Aug 2026
Chief Executive Officer
Sell
5,000
$34.55
$172.73K
Lusk Kirk
17 Aug 2026
Chief Financial Officer
Sell
10,000
$34.16
$341.59K
Garateix Ernie J
17 Aug 2026
Chief Executive Officer
Sell
5,000
$34.31
$171.55K
Moura Timothy
10 Aug 2026
See Remarks
Sell
15,104
$32.49
$490.68K
Binnun Sharon
3 Aug 2026
Chief Accounting Officer
Sold on a plan
9,200
$30.03
$276.29K
Binnun Sharon
1 Jul 2026
Chief Accounting Officer
Sold on a plan
9,200
$26.58
$244.49K
Binnun Sharon
22 Jun 2026
Chief Accounting Officer
Sold on a plan
9,200
$24.36
$224.10K
WHITING PAUL L
19 May 2026
Director
Buy
1,000
$24.45
$24.45K
WHITING PAUL L
19 May 2026
Director
Buy
15,000
$23.50
$352.50K
Binnun Sharon
1 May 2026
Chief Accounting Officer
Sold on a plan
9,200
$28.99
$266.75K
Garateix Ernie J
20 Apr 2026
Chief Executive Officer
Sold on a plan
300
$28.40
$8.52K
Garateix Ernie J
20 Apr 2026
Chief Executive Officer
Sold on a plan
8,034
$27.52
$221.13K
Moura Timothy
2 Apr 2026
See Remarks
Sold on a plan
16,325
$26.08
$425.74K
Moura Timothy
2 Apr 2026
See Remarks
Sold on a plan
8,444
$25.13
$212.23K
Binnun Sharon
1 Apr 2026
Chief Accounting Officer
Sold on a plan
500
$26.19
$13.10K
Binnun Sharon
1 Apr 2026
Chief Accounting Officer
Sold on a plan
8,700
$25.69
$223.49K
Moura Timothy
1 Apr 2026
See Remarks
Sold on a plan
1,102
$26.21
$28.88K
Moura Timothy
1 Apr 2026
See Remarks
Sold on a plan
24,619
$25.78
$634.58K
Garateix Ernie J
20 Mar 2026
Chief Executive Officer
Sold on a plan
8,334
$25.39
$211.58K
Moura Timothy
19 Mar 2026
See Remarks
Sold on a plan
910
$27.43
$24.96K
Moura Timothy
19 Mar 2026
See Remarks
Sold on a plan
28,223
$26.60
$750.80K
Binnun Sharon
17 Mar 2026
Chief Accounting Officer
Sold on a plan
7,893
$28.35
$223.75K
Garateix Ernie J
20 Feb 2026
Chief Executive Officer
Sold on a plan
200
$24.85
$4.97K
Garateix Ernie J
20 Feb 2026
Chief Executive Officer
Sold on a plan
8,134
$24.10
$196.03K
Garateix Ernie J
20 Jan 2026
Chief Executive Officer
Sold on a plan
100
$26.67
$2.67K
Garateix Ernie J
20 Jan 2026
Chief Executive Officer
Sold on a plan
8,234
$26.02
$214.25K
Garateix Ernie J
22 Dec 2025
Chief Executive Officer
Sold on a plan
8,334
$29.48
$245.67K
Garateix Ernie J
12 Dec 2025
Chief Executive Officer
Sell
1,709
$28.85
$49.30K
Garateix Ernie J
11 Dec 2025
Chief Executive Officer
Sell
6,291
$28.42
$178.81K
Garateix Ernie J
9 Dec 2025
Chief Executive Officer
Sell
7,000
$28.36
$198.54K
Lusk Kirk
2 Dec 2025
Chief Financial Officer
Sell
8,331
$28.21
$235.01K
Garateix Ernie J
20 Nov 2025
Chief Executive Officer
Sold on a plan
1,159
$28.23
$32.72K
Garateix Ernie J
20 Nov 2025
Chief Executive Officer
Sold on a plan
2,815
$27.44
$77.24K
Garateix Ernie J
20 Nov 2025
Chief Executive Officer
Sold on a plan
4,360
$26.27
$114.54K
WIDDICOMBE RICHARD A
18 Nov 2025
Director
Sold on a plan
50,000
$29.40
$1.47M
Garateix Ernie J
13 Nov 2025
Chief Executive Officer
Sell
5,000
$30.77
$153.85K
Garateix Ernie J
12 Nov 2025
Chief Executive Officer
Sell
5,000
$30.39
$151.95K
Garateix Ernie J
11 Nov 2025
Chief Executive Officer
Sell
10,000
$29.10
$290.98K
Lusk Kirk
5 Nov 2025
Chief Financial Officer
Sold on a plan
19,929
$24.18
$481.81K
Lusk Kirk
4 Nov 2025
Chief Financial Officer
Sold on a plan
71
$24.00
$1.70K
Garateix Ernie J
20 Oct 2025
Chief Executive Officer
Sold on a plan
867
$23.02
$19.96K
Garateix Ernie J
20 Oct 2025
Chief Executive Officer
Sold on a plan
7,467
$23.01
$171.82K
WIDDICOMBE RICHARD A
14 Oct 2025
Director
Sold on a plan
58,715
$27.62
$1.62M
WIDDICOMBE RICHARD A
14 Oct 2025
Director
Sold on a plan
32,286
$26.97
$870.75K
WIDDICOMBE RICHARD A
14 Oct 2025
Director
Sold on a plan
8,999
$25.90
$233.07K
Lusk Kirk
3 Oct 2025
Chief Financial Officer
Sold on a plan
6,803
$24.16
$164.36K
Lusk Kirk
1 Oct 2025
Chief Financial Officer
Sold on a plan
3,800
$25.18
$95.68K
Lusk Kirk
1 Oct 2025
Chief Financial Officer
Sold on a plan
9,397
$24.61
$231.26K
Garateix Ernie J
22 Sep 2025
Chief Executive Officer
Sold on a plan
1,067
$28.33
$30.23K
Garateix Ernie J
22 Sep 2025
Chief Executive Officer
Sold on a plan
7,267
$27.08
$196.79K
WIDDICOMBE RICHARD A
16 Sep 2025
Director
Sold on a plan
42,862
$24.52
$1.05M
WIDDICOMBE RICHARD A
16 Sep 2025
Director
Sold on a plan
57,138
$23.88
$1.36M
Garateix Ernie J
15 Sep 2025
Chief Executive Officer
Sell
25,000
$24.61
$615.25K
Lusk Kirk
12 Sep 2025
Chief Financial Officer
Sold on a plan
20,000
$24.17
$483.40K
Binnun Sharon
5 Sep 2025
Chief Accounting Officer
Sell
21,000
$24.47
$513.87K
WHITING PAUL L
8 Aug 2025
Director
Buy
2,500
$20.50
$51.25K
WHITING PAUL L
9 Jun 2025
Director
Buy
2,500
$22.36
$55.90K
Walvekar Vijay
21 May 2025
Director
Sell indirect
34,100
$23.27
$793.51K
Walvekar Vijay
21 May 2025
Director
Sell
8,000
$23.27
$186.16K
Apostolou Panagiotis
9 May 2025
Director
Sell
25,000
$25.40
$635.00K
WHITING PAUL L
14 Mar 2025
Director
Buy
10,000
$13.35
$133.50K
Lusk Kirk
14 Mar 2025
Chief Financial Officer
Buy
6,000
$13.85
$83.10K
Garateix Ernie J
14 Mar 2025
Chief Executive Officer
Buy
5,000
$12.77
$63.85K
Pappas Nicholas George
22 Nov 2024
Director
Sell
4,000
$12.64
$50.55K
Garateix Ernie J
11 Nov 2024
Chief Executive Officer
Buy
3,950
$12.53
$49.49K
WIDDICOMBE RICHARD A
16 Aug 2024
Director
Buy
4,437
$14.55
$64.56K
WIDDICOMBE RICHARD A
16 Aug 2024
Director
Sell
4,437
$15.01
$66.60K
Garateix Ernie J
9 Aug 2024
Chief Executive Officer
Buy
5,000
$8.59
$42.95K
WHITING PAUL L
28 May 2024
Director
Buy
5,000
$7.74
$38.70K
Pappas Nicholas George
8 May 2024
Director
Sell
6,000
$8.56
$51.36K
WHITING PAUL L
6 May 2024
Director
Buy
50,000
$8.35
$417.50K
Lusk Kirk
6 May 2024
Chief Financial Officer
Buy
5,000
$8.11
$40.55K
Garateix Ernie J
6 May 2024
Chief Executive Officer
Buy
5,000
$8.19
$40.95K
Pappas Nicholas George
26 Mar 2024
Director
Sell
1,000
$10.87
$10.87K
WHITING PAUL L
14 Mar 2024
Director
Buy indirect
20,000
$8.14
$162.80K
Pappas Nicholas George
14 Mar 2024
Director
Sell
1,100
$7.94
$8.73K
Pappas Nicholas George
29 Feb 2024
Director
Sell
1,300
$7.06
$9.18K
Pappas Nicholas George
2 Feb 2024
Director
Sell
1,500
$5.93
$8.90K
Pappas Nicholas George
28 Dec 2023
Director
Sell
1,250
$6.65
$8.31K
Hyer Raymond T
19 Dec 2023
10% owner
Buy
148,148
$6.75
$1,000.00K
Garateix Ernie J
14 Dec 2023
Chief Executive Officer
Buy
27,247
$7.34
$199.99K
WHITING PAUL L
14 Dec 2023
Director
Buy
40,871
$7.34
$299.99K
Pappas Nicholas George
6 Dec 2023
Director
Sell
1,000
$8.91
$8.91K
Garateix Ernie J
7 May 2023
Chief Executive Officer
Buy
5,000
$8.21
$41.05K
WIDDICOMBE RICHARD A
21 Mar 2023
Director
Buy
5,000
$3.01
$15.05K
Garateix Ernie J
17 Mar 2023
Chief Executive Officer
Buy
1,000
$3.15
$3.15K
Garateix Ernie J
16 Mar 2023
Chief Executive Officer
Buy
1,000
$3.07
$3.07K
Hyer Raymond T
13 Feb 2023
10% owner
Buy
202,460
$1.96
$396.82K
Garateix Ernie J
30 Nov 2022
Chief Executive Officer
Buy
2,000
$1.67
$3.34K
Garateix Ernie J
18 Nov 2022
Chief Executive Officer
Buy
5,000
$1.38
$6.90K
Moura Timothy
16 Nov 2022
See Remarks
Buy
25,000
$1.40
$35.00K
Garateix Ernie J
16 Nov 2022
Chief Executive Officer
Buy
5,000
$1.35
$6.75K
Lusk Kirk
16 Nov 2022
Chief Financial Officer
Buy
25,000
$1.36
$34.00K
Garateix Ernie J
14 Nov 2022
Chief Executive Officer
Buy
10,250
$1.39
$14.25K
Hyer Raymond T
11 Nov 2022
10% owner
Buy
130,000
$1.41
$183.30K
Hyer Raymond T
10 Nov 2022
10% owner
Buy
158,660
$1.33
$211.02K
Hyer Raymond T
21 Oct 2022
10% owner
Buy
229,995
$1.38
$317.39K
Lusk Kirk
30 Jun 2022
Chief Financial Officer
Buy
10,000
$2.61
$26.10K
WIDDICOMBE RICHARD A
30 Jun 2022
Director
Buy
10,000
$2.63
$26.30K
Garateix Ernie J
30 Jun 2022
Chief Executive Officer
Buy
10,000
$2.69
$26.90K
Garateix Ernie J
10 May 2022
Chief Executive Officer
Buy
3,125
$3.20
$10.01K
Martindale Steven C.
23 Sep 2021
Director
Buy
1,235
$7.16
$8.84K
Garateix Ernie J
17 Sep 2021
Chief Executive Officer
Buy
3,000
$5.68
$17.04K
WIDDICOMBE RICHARD A
17 Sep 2021
Director
Buy
10,000
$5.84
$58.40K
Lusk Kirk
16 Sep 2021
Chief Financial Officer
Buy
8,650
$5.75
$49.74K
Garateix Ernie J
18 Aug 2021
Chief Executive Officer
Buy
1,000
$6.76
$6.76K
Garateix Ernie J
26 May 2021
Chief Executive Officer
Buy
500
$8.30
$4.15K
Garateix Ernie J
14 May 2021
Chief Executive Officer
Buy
1,000
$8.63
$8.63K
Martindale Steven C.
2 Sep 2020
Director
Buy
628
$13.03
$8.18K
Garateix Ernie J
12 Mar 2020
Chief Operating Officer
Buy
1,000
$9.60
$9.60K
Garateix Ernie J
10 Mar 2020
Chief Operating Officer
Buy
1,000
$11.03
$11.03K
Lucas Bruce
11 Nov 2019
Chairman & CEO
Sell
75,000
$14.37
$1.08M
Martindale Steven C.
7 Aug 2019
Director
Buy
671
$13.89
$9.32K
Lusk Kirk
9 May 2019
Chief Financial Officer
Buy
5,000
$14.33
$71.66K
Lucas Bruce
9 May 2019
Chairman & CEO
Buy
5,000
$14.39
$71.95K
Martindale Steven C.
12 Mar 2019
Director
Buy
1,109
$14.03
$15.56K
Lucas Bruce
8 Mar 2019
Chairman & CEO
Buy
1,806
$13.92
$25.14K
Masiello James
10 Dec 2018
Director
Buy
6,500
$14.79
$96.14K
Lucas Bruce
13 Nov 2018
Chairman & CEO
Buy
3,880
$16.46
$63.86K
Lucas Bruce
9 Nov 2018
Chairman & CEO
Buy
5,000
$16.23
$81.15K
Barlas Irini
7 Nov 2018
Director
Buy indirect
5,150
$16.00
$82.40K
Barlas Irini
7 Nov 2018
Director
Buy indirect
1,830
$16.01
$29.30K
Barlas Irini
7 Nov 2018
Director
Buy
73
$16.05
$1.17K
Lucas Bruce
7 Nov 2018
Chairman & CEO
Buy
5,000
$16.16
$80.80K
Lucas Bruce
7 Nov 2018
Chairman & CEO
Buy
4,300
$15.97
$68.67K
Martindale Steven C.
6 Nov 2018
Director
Buy
1,002
$16.21
$16.24K
Lucas Bruce
5 Nov 2018
Chairman & CEO
Buy
5,000
$16.05
$80.25K
Barlas Irini
5 Nov 2018
Director
Buy
3,433
$16.01
$54.96K
Lucas Bruce
23 Aug 2018
Chairman & CEO
Buy
5,000
$14.91
$74.55K
Garateix Ernie J
22 Aug 2018
Chief Operating Officer
Buy
1,000
$14.72
$14.72K
Lusk Kirk
10 Aug 2018
Chief Financial Officer
Buy
3,500
$14.31
$50.10K
Lucas Bruce
9 Aug 2018
Chairman & CEO
Buy
7,000
$14.46
$101.21K
WIDDICOMBE RICHARD A
9 Aug 2018
President
Buy
5,000
$14.36
$71.81K
Martindale Steven C.
7 Aug 2018
Director
Buy
2,039
$15.08
$30.75K
Martindale Steven C.
15 May 2018
Director
Buy
1,000
$16.68
$16.68K
Lucas Bruce
14 May 2018
Chairman & CEO
Buy
3,000
$16.86
$50.59K
Lucas Bruce
23 Mar 2018
Chairman & CEO
Buy
6,200
$16.06
$99.57K
Pappas Nicholas George
29 Dec 2017
Director
Sell
2,850
$17.90
$51.02K
Lucas Bruce
30 Nov 2017
Chairman & CEO
Exercised, kept
17,762
$16.89
$300.00K
Garateix Ernie J
30 Nov 2017
Chief Operating Officer
Exercised, kept
1,953
$16.89
$32.99K
WIDDICOMBE RICHARD A
30 Nov 2017
President
Exercised, kept
4,965
$16.89
$83.86K
Garateix Ernie J
6 Sep 2017
Chief Operating Officer
Buy
250
$9.95
$2.49K
Garateix Ernie J
5 Sep 2017
Chief Operating Officer
Buy
250
$9.77
$2.44K
Garateix Ernie J
1 Sep 2017
Chief Operating Officer
Buy
200
$11.24
$2.25K
Garateix Ernie J
29 Aug 2017
Chief Operating Officer
Buy
100
$11.46
$1.15K
Garateix Ernie J
25 Aug 2017
Chief Operating Officer
Buy
200
$11.24
$2.25K
WIDDICOMBE RICHARD A
25 Aug 2017
President
Buy
16,500
$11.32
$186.75K
Garateix Ernie J
24 Aug 2017
Chief Operating Officer
Buy
100
$11.38
$1.14K
Vattamattam Joseph
24 Aug 2017
Director
Buy
2,000
$11.52
$23.05K
Garateix Ernie J
23 Aug 2017
Chief Operating Officer
Buy
200
$11.46
$2.29K
Vattamattam Joseph
21 Aug 2017
Director
Buy
1,000
$11.44
$11.44K
Masiello James
15 Aug 2017
Director
Buy
10,000
$11.71
$117.13K
Lucas Bruce
11 Aug 2017
Chairman & CEO
Buy
22,000
$11.58
$254.66K
WIDDICOMBE RICHARD A
11 Aug 2017
President
Buy
25,800
$11.53
$297.58K
Garateix Ernie J
11 Aug 2017
Chief Operating Officer
Buy
2,000
$11.55
$23.11K
Barlas Irini
11 Aug 2017
Director
Buy
10,000
$11.61
$116.07K
Lucas Bruce
8 May 2017
Chairman & CEO
Buy
83,262
$12.06
$1.00M
Walvekar Vijay
27 Mar 2017
Director
Sell
18,370
$12.43
$228.28K
Walvekar Vijay
24 Mar 2017
Director
Sell
3,630
$12.45
$45.19K
Walvekar Vijay
22 Mar 2017
Director
Sell
10,000
$12.27
$122.66K
Lucas Bruce
20 Mar 2017
Chairman & CEO
Buy
16,000
$12.57
$201.12K
Walvekar Vijay
20 Mar 2017
Director
Sell
10,000
$12.49
$124.89K
Walvekar Vijay
4 Oct 2016
Director
Sell
5,000
$13.90
$69.50K

What was left out

Form 4 filings counted 247
Amendments (4/A) skipped 16
Filings about a different issuer 0
Unreadable filings 0
Joint filings 5
Sales on a Rule 10b5-1 plan 42
Sales straight out of an exercise 0
Sales at will 36
Transactions with no price 0
Shares from compensation/vesting 5,751,197
Sales filed before the plan box existed 7
History held since 7 Oct 2016