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Heritage Insurance Holdings, Inc. (HRTG)  
$25.30 0.06 (0.24%) as of 4:30 Thu 2/12


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Exchange: N/A
Security Type: N/A
Shares Out: 27,740,000
Market Cap: 701.82(M)
Last Volume: 0 Avg Vol: 0
52 Week Range: $11.08 - $31.14
Level I Sector: N/A
Level II Sector: N/A
Level III Sector: N/A

Member Indexes:

   

Rankings:

     
Insider 3 Months    :   -
Insider 6 Months    :   -
Insider 3/6 Months :   -
Guru Rank Number :  -
Guru Rank Value     :  -
Guru Occurances    :  -

 

            6 Months   1 Year   2 Year  
 
Company Profile   Heritage Insurance Holdings is a property and casualty insurance holding company that primarily provides personal and commercial residential insurance through its insurance company subsidiaries. Co. is vertically integrated and controls or manages substantially all aspects of insurance underwriting, customer service, actuarial analysis, distribution and claims processing and adjusting. Co.'s insurance subsidiaries include: Heritage Property & Casualty Insurance Company, which provides personal and commercial residential property insurance and commercial general liability insurance; and Narragansett Bay Insurance Company, which provides personal and commercial residential property insurance.


 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 0 26,000 124,387
Total Buy Value $0 $0 $387,598 $1,245,100
Total People Bought 0 0 3 4
Total Buy Transactions 0 0 5 13
Total Shares Sold 103,333 441,001 508,101 525,938
Total Sell Value $2,972,669 $11,562,694 $13,177,370 $13,374,661
Total People Sold 3 4 6 7
Total Sell Transactions 9 22 25 31
End Date 2025-11-13 2025-08-12 2025-02-11 2024-02-12

   
Records found: 270
  Page 1 of 11  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Garateix Ernie J Chief Executive Officer   •       •      –    2026-01-20 4 AS $26.02 $216,916 D/D (8,334) 1,128,504 3%     
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-12-22 4 AS $29.48 $245,669 D/D (8,334) 1,136,838 -10%     
   Johns Timothy E. See Remarks   •       –      –    2025-12-15 4 D $29.57 $62,452 D/D (2,112) 36,927     -
   Moura Timothy See Remarks   •       –      –    2025-12-15 4 D $29.57 $281,388 D/D (9,516) 266,618     -
   Lusk Kirk Chief Financial Officer   •       –      –    2025-12-15 4 D $29.57 $535,572 D/D (18,112) 532,313     -
   Binnun Sharon Chief Accounting Officer   •       –      –    2025-12-15 4 D $29.57 $137,057 D/D (4,635) 171,371     -
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-12-15 4 D $29.57 $1,201,547 D/D (40,634) 1,145,172     -
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-12-12 4 S $28.85 $49,298 D/D (1,709) 1,185,806 13%     
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-12-11 4 S $28.42 $178,814 D/D (6,291) 1,187,515 12%     
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-12-09 4 S $28.36 $198,538 D/D (7,000) 1,193,806 10%     
   Lusk Kirk Chief Financial Officer   •       –      –    2025-12-02 4 S $28.21 $235,005 D/D (8,331) 550,425 10%     
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-11-20 4 AS $26.27 $224,496 D/D (8,334) 1,200,806 1%     
   Widdicombe Richard A Chairman   –       •      –    2025-11-18 4 S $29.40 $1,470,085 D/D (50,000) 449,047 13%     
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-11-13 4 S $30.77 $153,848 D/D (5,000) 1,209,140 18%     
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-11-12 4 S $30.39 $151,950 D/D (5,000) 1,214,140 15%     
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-11-11 4 S $29.10 $290,976 D/D (10,000) 1,219,140 14%     
   Lusk Kirk Chief Financial Officer   •       –      –    2025-11-05 4 AS $24.18 $481,811 D/D (19,929) 558,756 7%     
   Lusk Kirk Chief Financial Officer   •       –      –    2025-11-04 4 AS $24.00 $1,704 D/D (71) 578,685 11%     
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-10-20 4 S $23.01 $191,774 D/D (8,334) 1,229,140 -9%     
   Widdicombe Richard A Chairman   –       •      –    2025-10-14 4 S $25.90 $2,725,536 D/D (100,000) 499,047 9%     
   Lusk Kirk Chief Financial Officer   •       –      –    2025-10-03 4 S $24.16 $164,360 D/D (6,803) 578,756 -2%     
   Lusk Kirk Chief Financial Officer   •       –      –    2025-10-01 4 S $24.61 $326,944 D/D (13,197) 585,559 -5%     
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-09-22 4 S $27.08 $227,018 D/D (8,334) 1,237,474 4%     
   Widdicombe Richard A Chairman   –       •      –    2025-09-16 4 S $23.88 $2,415,432 D/D (100,000) 599,047 -6%     
   Garateix Ernie J Chief Executive Officer   •       •      –    2025-09-15 4 S $24.61 $615,250 D/D (25,000) 1,245,808 -6%     

  270 Records found
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  Page 1 of 11
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed