Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Heritage Insurance Holdings, Inc.HRTG · Entity 2040 | Director · Chief Executive Officer | September 14, 2026 | September 16, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Heritage Insurance Holdings, Inc.
Report date September 14, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,035,955 |
Reported balance
After 2026-09-14 transaction · row 1
1 source rowRow 1 · 2026-09-14 · Sale · Disposed 2,500 · Balance 1,035,955 F1: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $35.245 to $35.27 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $35.245 to $35.27 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 14, 2026 Filed Sep 16, 2026 20:58 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 2,500 | $35.25 | $88,135.00 |
DisclosureSEC source: 0001607776-26-000020 · wk-form4_1789592332.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,035,955 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $35.245 to $35.27 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. Read SEC document |
| September 03, 2026 Filed Sep 8, 2026 21:20 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 2,500 | $35.10 | $87,750.00 |
DisclosureSEC source: 0001607776-26-000018 · wk-form4_1788902428.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,038,455 Read SEC document |
| August 24, 2026 Filed Aug 26, 2026 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 10,000 | $34.88 | $348,750.00 |
DisclosureSEC source: 0001607776-26-000016 · wk-form4_1787778053.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,040,955 F1 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.50 to $35.25 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. Read SEC document |
| August 18, 2026 Filed Aug 19, 2026 21:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 5,000 | $34.55 | $172,725.00 |
DisclosureSEC source: 0001607776-26-000014 · wk-form4_1787173266.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,050,955 F1 · shares: The aggregate number of shares sold as reported on this Form 4 represents less than 1% of the Reporting Person's holdings of the Issuer's Common Stock. F3 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.50 to $34.59 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. Read SEC document |
| August 17, 2026 Filed Aug 19, 2026 21:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 5,000 | $34.31 | $171,550.00 |
DisclosureSEC source: 0001607776-26-000014 · wk-form4_1787173266.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,055,955 F1 · shares: The aggregate number of shares sold as reported on this Form 4 represents less than 1% of the Reporting Person's holdings of the Issuer's Common Stock. F2 · price: Represents the weighted average price of the shares sold. The prices of the shares sold pursuant to the transaction range from $34.30 to $34.32 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. Read SEC document |
| April 20, 2026 Filed Apr 21, 2026 21:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 300 | $28.40 | $8,520.96 |
DisclosureSEC source: 0001607776-26-000012 · wk-form4_1776805349.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,060,955 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. F3 · price: 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. Read SEC document |
| April 20, 2026 Filed Apr 21, 2026 21:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 8,034 | $27.52 | $221,131.83 |
DisclosureSEC source: 0001607776-26-000012 · wk-form4_1776805349.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,061,255 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. F2 · price: 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. Read SEC document |
| March 20, 2026 Filed Mar 23, 2026 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 8,334 | $25.39 | $211,579.43 |
DisclosureSEC source: 0001607776-26-000010 · wk-form4_1774299656.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,069,289 F1 · shares: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. F2 · price: 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. Read SEC document |
| March 12, 2026 Filed Mar 16, 2026 21:10 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 149,632 | $28.14 | $4,210,644.48 |
DisclosureSEC source: 0001607776-26-000008 · wk-form4_1773695425.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,077,623 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded performance based restricted stock. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:33 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 81,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001607776-26-000006 · wk-form4_1773091992.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,227,255 F2 · shares: 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. Read SEC document |
| March 05, 2026 Filed Mar 9, 2026 21:33 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 25,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001607776-26-000006 · wk-form4_1773091992.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,146,130 F1 · shares: 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. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:45 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 200 | $24.85 | $4,970.00 |
DisclosureSEC source: 0001607776-26-000004 · wk-form4_1771973116.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,120,170 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 22:45 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 8,134 | $24.10 | $196,029.40 |
DisclosureSEC source: 0001607776-26-000004 · wk-form4_1771973116.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,120,370 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. F2 · price: 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. Read SEC document |
| January 20, 2026 Filed Jan 23, 2026 00:42 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 100 | $26.67 | $2,667.00 |
DisclosureSEC source: 0001607776-26-000002 · wk-form4_1769128972.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,128,504 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. Read SEC document |
| January 20, 2026 Filed Jan 23, 2026 00:42 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 8,234 | $26.02 | $214,248.68 |
DisclosureSEC source: 0001607776-26-000002 · wk-form4_1769128972.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,128,604 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. F2 · price: 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. Read SEC document |
| December 22, 2025 Filed Dec 29, 2025 22:10 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 8,334 | $29.48 | $245,668.82 |
DisclosureSEC source: 0001607776-25-000018 · wk-form4_1767046240.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,136,838 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025. F2 · price: 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. Read SEC document |
| December 15, 2025 Filed Dec 17, 2025 22:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 40,634 | $29.57 | $1,201,547.38 |
DisclosureSEC source: 0001607776-25-000016 · wk-form4_1766009206.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,145,172 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| December 12, 2025 Filed Dec 15, 2025 22:11 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 1,709 | $28.85 | $49,298.33 |
DisclosureSEC source: 0001607776-25-000014 · wk-form4_1765836707.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,185,806 Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 22:11 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 6,291 | $28.42 | $178,814.13 |
DisclosureSEC source: 0001607776-25-000014 · wk-form4_1765836707.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,187,515 F1 · price: 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. Read SEC document |
| December 09, 2025 Filed Dec 11, 2025 22:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 7,000 | $28.36 | $198,537.50 |
DisclosureSEC source: 0001607776-25-000012 · wk-form4_1765491322.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,193,806 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $28.25 to $28.50 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. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 22:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 1,159 | $28.23 | $32,716.02 |
DisclosureSEC source: 0001607776-25-000010 · wk-form4_1764021660.xml · nonDerivative · entry 3 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,200,806 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F4 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $28.08 to $28.475 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. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 22:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 2,815 | $27.44 | $77,237.13 |
DisclosureSEC source: 0001607776-25-000010 · wk-form4_1764021660.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,201,965 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F3 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $27.13 to $27.94 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. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 22:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 4,360 | $26.27 | $114,543.30 |
DisclosureSEC source: 0001607776-25-000010 · wk-form4_1764021660.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,204,780 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the Reporting Person. F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $26.00 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. Read SEC document |
| November 13, 2025 Filed Nov 17, 2025 22:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 5,000 | $30.77 | $153,848.00 |
DisclosureSEC source: 0001598665-25-000079 · wk-form4_1763417068.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,209,140 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $30.76 to $30.825 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. Read SEC document |
| November 12, 2025 Filed Nov 13, 2025 22:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 5,000 | $30.39 | $151,950.00 |
DisclosureSEC source: 0001598665-25-000078 · wk-form4_1763071488.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,214,140 Read SEC document |
| November 11, 2025 Filed Nov 13, 2025 22:04 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 10,000 | $29.10 | $290,976.00 |
DisclosureSEC source: 0001598665-25-000078 · wk-form4_1763071488.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,219,140 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $29.00 to $29.25 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. Read SEC document |
| October 20, 2025 Filed Oct 22, 2025 21:09 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 867 | $23.02 | $19,958.34 |
DisclosureSEC source: 0001607776-25-000007 · wk-form4_1761167390.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,229,140 F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $22.77 to $23.18 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. Read SEC document |
| October 20, 2025 Filed Oct 22, 2025 21:09 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 7,467 | $23.01 | $171,815.67 |
DisclosureSEC source: 0001607776-25-000007 · wk-form4_1761167390.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,230,007 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $22.74 to $23.20 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. Read SEC document |
| September 22, 2025 Filed Sep 24, 2025 21:56 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 1,067 | $28.33 | $30,228.11 |
DisclosureSEC source: 0001607776-25-000005 · wk-form4_1758751011.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,237,474 F2 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $28.22 to $28.36 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. Read SEC document |
| September 22, 2025 Filed Sep 24, 2025 21:56 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 7,267 | $27.08 | $196,790.36 |
DisclosureSEC source: 0001607776-25-000005 · wk-form4_1758751011.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,238,541 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $26.78 to $27.27 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. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 21:00 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | SaleCommon Stock | 25,000 | $24.61 | $615,250.00 |
DisclosureSEC source: 0001598665-25-000068 · wk-form4_1758142806.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,245,808 F1 · price: Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction ranges from $24.13 to $24.91 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. Read SEC document |
| March 14, 2025 Filed Mar 17, 2025 21:16 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $12.77 | $63,850.00 |
DisclosureSEC source: 0001598665-25-000020 · wk-form4_1742246199.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,270,808 Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 21:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 176,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000013 · wk-form4_1741899670.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,265,808 F2 · shares: 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, 2025 and ending on December 31, 2027 and will vest following the end of the performance period but no later than March 30, 2028. 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. Read SEC document |
| March 11, 2025 Filed Mar 13, 2025 21:01 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 55,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001598665-25-000013 · wk-form4_1741899670.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,088,939 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 18,423 shares on December 15, 2025, 18,424 shares of December 15, 2026 and 18,424 shares on December 15, 2027. Read SEC document |
| December 13, 2024 Filed Dec 17, 2024 22:11 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 42,866 | $12.58 | $539,254.28 |
DisclosureSEC source: 0001598665-24-000026 · wk-form4_1734473487.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,033,668 F1 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| November 11, 2024 Filed Nov 12, 2024 21:17 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 3,950 | $12.53 | $49,493.50 |
DisclosureSEC source: 0001598665-24-000016 · wk-form4_1731446270.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,076,534 Read SEC document |
| August 09, 2024 Filed Aug 12, 2024 20:59 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $8.59 | $42,950.00 |
DisclosureSEC source: 0001598665-24-000010 · wk-form4_1723496335.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,072,584 Read SEC document |
| May 06, 2024 Filed May 7, 2024 21:08 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $8.19 | $40,950.00 |
DisclosureSEC source: 0000950170-24-054739 · ownership.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,062,584 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $8.17 to $8.22 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. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 145,299 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022471 · ownership.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,057,584 F2 · shares: 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, 2024 and ending on December 31, 2026 and will vest following the end of the performance period but no later than March 30, 2027. The number of shares that will be earned at the end of the performance period is subject to increase or decrease based on the results of the performance condition. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 90,812 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-022471 · ownership.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 912,285 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 30,270 shares on December 15, 2024, 30,271 shares on December 15, 2025 and 30,271 shares on December 15, 2026. Read SEC document |
| December 15, 2023 Filed Dec 19, 2023 22:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 37,864 | $6.51 | $246,494.64 |
DisclosureSEC source: 0000950170-23-071576 · ownership.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 821,473 F2 · kind: Represents the shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. Read SEC document |
| December 14, 2023 Filed Dec 15, 2023 21:28 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 27,247 | $7.34 | $199,992.98 |
DisclosureSEC source: 0000950170-23-070771 · ownership.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 859,337 F1 · shares: Represents shares of the Company's common stock ("Common Stock") purchased by the Reporting Person from the Company in a private placement concurrent with the Company's underwritten public offering of Common Stock. F2 · balance_after: Reflects a decrease of 244,688 of performance based restricted stock granted to the Reporting Person in 2021 and 2022, which are not expected to vest. Read SEC document |
| November 16, 2023 Filed Dec 19, 2023 22:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Disposition to issuerCommon Stock | 244,688 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-071576 · ownership.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 859,337 F1 · kind: Represents the forfeiture by the Reporting Person of shares of performance based restricted stock granted to the Reporting Person in anticipation of the applicable performance measures not being achieved. Read SEC document |
| July 11, 2023 Filed Jul 14, 2023 01:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 404,412 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032907 · ownership.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,076,778 F2 · shares: 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, 2023 and ending on December 31, 2025 and will vest following the end of the performance period but no later than March 30, 2026. 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. Read SEC document |
| July 11, 2023 Filed Jul 14, 2023 01:02 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | GrantCommon Stock | 202,206 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-23-032907 · ownership.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 672,366 F1 · shares: Represents an award of restricted stock granted to the Reporting Person. The restricted stock vests in three installments equal to 67,402 shares on December 15, 2023, 67,402 shares on December 15, 2024 and 67,402 shares on December 15, 2025. Read SEC document |
| May 07, 2023 Filed May 7, 2024 21:08 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 5,000 | $8.21 | $41,050.00 |
DisclosureSEC source: 0000950170-24-054739 · ownership.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,067,584 Read SEC document |
| March 17, 2023 Filed Mar 20, 2023 21:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,000 | $3.15 | $3,150.00 |
DisclosureSEC source: 0000899243-23-009122 · doc4.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 470,160 F2 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $3.14 to $3.15 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. Read SEC document |
| March 16, 2023 Filed Mar 20, 2023 21:06 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | PurchaseCommon Stock | 1,000 | $3.07 | $3,070.00 |
DisclosureSEC source: 0000899243-23-009122 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 469,160 F1 · price: Represents the weighted average price of the shares purchased. The prices of the shares purchased pursuant to the transactions ranged from $3.07 to $3.08 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 purchased at each separate price. Read SEC document |
| December 21, 2022 Filed Dec 23, 2022 21:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 9,176 | $1.94 | $17,801.44 |
DisclosureSEC source: 0000899243-22-039312 · doc4.xml · nonDerivative · entry 2 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468,160 F2 · shares: Represents shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. The restricted stock vests in three installments equal to 24,802 shares on December 21, 2022, 24,802 shares on December 21, 2023 and 24,801 shares on December 21, 2024. Read SEC document |
| December 21, 2022 Filed Dec 23, 2022 21:30 UTC | Heritage Insurance Holdings, Inc. HRTG · Entity 2040 | Tax withholdingCommon Stock | 5,913 | $1.94 | $11,471.22 |
DisclosureSEC source: 0000899243-22-039312 · doc4.xml · nonDerivative · entry 1 Garateix Ernie J · CIK 0001607776 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 477,336 F1 · shares: Represents shares withheld to satisfy tax liability on the vesting of shares of previously awarded restricted stock. The restricted stock vests in three installments equal to 15,980 shares on December 21, 2021, 15,980 shares on December 21, 2022 and 15,979 shares on December 21, 2023. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.