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HRTG · Heritage Insurance Holdings, Inc.
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HRTG Heritage Insurance (HRTG) Insider Trading, Ownership & Congress Trades

Insurance · Fire, marine & casualty insurance · CIK 0001598665
Quote by TradingView
Form 144 · 13
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
103
13F, latest reported quarter

What the filings say about HRTG

Insiders, 180 days
-$3.2M net sold
1 buyer · 5 sellers · 25% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$2.9M
13 notices

Heritage Insurance insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Heritage Insurance Holdings, Inc. insiders sold a net $3.2M of stock across 118 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
JOHNS TIMOTHY E
See Remarks
SELL
2026-10-21 SECtraded 2026-10-19
3,500
$125.7K
-1.6%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Sep 18, 2026.
  • The trade is 19.0% of the 18,438 shares held after it.
  • No other insider sold within 30 days.
  • 103 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks JOHNS TIMOTHY E sold about $125.7K of HRTG under a 10b5-1 plan on Oct 19, 2026; 103 funds added in the latest 13F quarter.
JOHNS TIMOTHY E
See Remarks
SELL
2026-09-22 SECtraded 2026-09-18
3,500
$121.6K
+12.2%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Aug 19, 2026.
  • The trade is 16.0% of the 21,938 shares held after it.
  • 2 other insiders sold within 30 days.
  • 103 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks JOHNS TIMOTHY E sold about $121.6K of HRTG under a 10b5-1 plan on Sep 18, 2026; 2 other insiders sold within 30 days and 103 funds added in the latest 13F quarter.
Garateix Ernie J
Chief Executive Officer
SELL
2026-09-16 SECtraded 2026-09-14
2,500
$88.1K
+4.7%
Context
  • 42 earlier Form 4 trades (code P or S) here by this insider (16 buys, 26 sales), the last on Sep 3, 2026.
  • +13.5% median (+24.5% mean) 90-day return after 16 previous buys.
  • The trade is 0.2% of the 1,035,955 shares held after it.
  • 3 other insiders sold within 30 days.
  • 103 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Garateix Ernie J sold about $88.1K of HRTG on Sep 14, 2026; 3 other insiders sold within 30 days and 103 funds added in the latest 13F quarter.
Binnun Sharon
Chief Accounting Officer
SELL
2026-09-11 SECtraded 2026-09-09
6,565
$222.0K
+5.7%
Context
  • 9 earlier Form 4 trades (code P or S) here by this insider (9 sales), the last on Sep 1, 2026.
  • The trade is 8.1% of the 80,623 shares held after it.
  • 4 other insiders sold within 30 days.
  • 103 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Accounting Officer Binnun Sharon sold about $222.0K of HRTG on Sep 9, 2026; 4 other insiders sold within 30 days and 103 funds added in the latest 13F quarter.
Garateix Ernie J
Chief Executive Officer
SELL
2026-09-08 SECtraded 2026-09-03
2,500
$87.8K
+9.0%
Context
  • 41 earlier Form 4 trades (code P or S) here by this insider (16 buys, 25 sales), the last on Aug 24, 2026.
  • +13.5% median (+24.5% mean) 90-day return after 16 previous buys.
  • The trade is 0.2% of the 1,038,455 shares held after it.
  • 4 other insiders sold within 30 days.
  • 103 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Executive Officer Garateix Ernie J sold about $87.8K of HRTG on Sep 3, 2026; 4 other insiders sold within 30 days and 103 funds added in the latest 13F quarter.
118 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 113 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$3.2M over 180 days
-$2.9M over 90 days
below 53% of Insurance
Congress
no House purchase disclosed in the last 12 months
Funds
103 funds bought in last quarter
below 64% of Insurance
Revenue
+3.7% year over year
below 69% of Insurance
Margin
23.1% net margin
more than 78% of Insurance
Buybacks
$24.6M repurchased, FY to 2026-06-30
below 82% of Insurance
Short interest
3.5% of the float short (float per yahoo 2026-10-26) · 2.4 days to cover · settled 2026-09-30
below 54% of Insurance
What changed in the last 30 days
Oct 21See Remarks JOHNS TIMOTHY E sold $125.7K under a 10b5-1 plan (Oct 19)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 19Officer TIMOTHY JOHNS filed to sell $125.2K by Oct 19 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch HRTG

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+54.4%12M
-13%+10%+34%+57%2025-102025-122026-022026-042026-062026-082026-10 2025-11-18 · WIDDICOMBE RICHARD A sold $1.5M2026-03-19 · Moura Timothy sold $750.7K2026-04-01 · Moura Timothy sold $634.7K2026-08-10 · Moura Timothy sold $490.7K2025-11-05 · Lusk Kirk sold $481.9K2026-04-02 · Moura Timothy sold $425.8K2026-05-19 · WHITING PAUL L bought $352.5K2026-08-24 · Garateix Ernie J sold $348.8K2026-08-17 · Lusk Kirk sold $341.6K2026-09-01 · Binnun Sharon sold $312.0K2025-11-11 · Garateix Ernie J sold $291.0K2026-08-03 · Binnun Sharon sold $276.3K2026-05-01 · Binnun Sharon sold $266.7K2025-12-22 · Garateix Ernie J sold $245.7K2026-07-01 · Binnun Sharon sold $244.5K2025-12-02 · Lusk Kirk sold $235.0K2026-06-22 · Binnun Sharon sold $224.1K2026-03-17 · Binnun Sharon sold $223.8K2026-04-01 · Binnun Sharon sold $223.5K2026-09-09 · Binnun Sharon sold $222.0K2026-04-20 · Garateix Ernie J sold $221.1K2026-01-20 · Garateix Ernie J sold $214.2K2026-04-02 · Moura Timothy sold $212.2K2026-03-20 · Garateix Ernie J sold $211.6K2025-12-09 · Garateix Ernie J sold $198.5K2026-02-20 · Garateix Ernie J sold $196.0K2025-12-11 · Garateix Ernie J sold $178.8K2026-08-18 · Garateix Ernie J sold $172.7K2026-08-17 · Garateix Ernie J sold $171.6K2025-11-13 · Garateix Ernie J sold $153.8K2025-11-12 · Garateix Ernie J sold $151.9K2026-10-19 · JOHNS TIMOTHY E sold $125.7K2026-09-18 · JOHNS TIMOTHY E sold $121.6K2026-08-19 · JOHNS TIMOTHY E sold $117.9K2025-11-20 · Garateix Ernie J sold $114.5K2026-09-14 · Garateix Ernie J sold $88.1K2026-09-03 · Garateix Ernie J sold $87.8K2025-11-20 · Garateix Ernie J sold $77.2K2025-12-12 · Garateix Ernie J sold $49.3K2025-11-20 · Garateix Ernie J sold $32.7K2026-04-01 · Moura Timothy sold $28.9K2026-03-19 · Moura Timothy sold $25.0K2026-10-19 · TIMOTHY JOHNS filed to sell $125.2K2026-09-18 · TIMOTHY JOHNS filed to sell $124.0K2026-09-14 · ERNESTO J GARATEIX filed to sell $88.1K2026-09-09 · SHARON ANN BINNUN filed to sell $222.0K2026-09-03 · ERNESTO J GARATEIX filed to sell $87.8K2026-09-01 · SHARON BINNUN filed to sell $309.3K2026-08-24 · ERNESTO J GARATEIX filed to sell $348.8K2026-08-19 · TIMOTHY JOHNS filed to sell $117.9K2026-08-18 · ERNESTO J GARATEIX filed to sell $172.7K2026-08-17 · ERNESTO J GARATEIX filed to sell $171.2K2026-08-17 · KIRK H LUSK filed to sell $341.6K2026-08-10 · Timothy Moura filed to sell $494.5K2026-08-03 · SHARON BINNUN filed to sell $270.2K2026-07-01 · SHARON BINNUN filed to sell $239.9K2026-06-22 · SHARON BINNUN filed to sell $214.1K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns HRTG: institutional holders (13F)

13F holdings, latest reported quarter
BlackRock, Inc.
2,332,889 sh
$60.8M
DIMENSIONAL FUND ADVISORS LP
1,310,615 sh
$34.2M
AMERICAN CENTURY COMPANIES INC
1,066,936 sh
$27.8M
VANGUARD CAPITAL MANAGEMENT LLC
1,013,658 sh
$26.4M
VANGUARD PORTFOLIO MANAGEMENT LLC
949,090 sh
$24.8M

Congress trades in HRTG

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

HRTG planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
TIMOTHY JOHNS
Filed 2026-10-19
$125.2K
TIMOTHY JOHNS
Filed 2026-09-18
$124.0K
ERNESTO J GARATEIX
Filed 2026-09-14
$88.1K
SHARON ANN BINNUN
Filed 2026-09-09
$222.0K
ERNESTO J GARATEIX
Filed 2026-09-03
$87.8K

HRTG mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Cambria Value and Momentum ETF
$1.1M position · as of 2026-07-31
1.0%
Invesco Dorsey Wright SmallCap Momentum ETF
$4.1M position · as of 2026-05-31
1.0%
Victory Integrity Discovery Fund
$735.5K position · as of 2026-06-30
0.8%
First Trust Dow Jones Select MicroCap Index Fund
$1.9M position · as of 2026-06-30
0.7%
Inspire Fidelis Multi Factor ETF
$1.4M position · as of 2026-05-31
0.7%
Applied Finance Explorer Fund
$6.7M position · as of 2026-07-31
0.6%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$5.3M
$25.3M
$2.0M
+1526%
n/a
2024
$4.3M
$8.7M
$1.9M
+572%
n/a
2023
$5.0M
$6.5M
$2.1M
+262%
n/a
2022
$2.4M
$1.2M
$1.3M
-82%
n/a
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $3.2M sold by insiders over 180 days, 103 funds added last quarter, $2.9M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
GSHDDGICAPLMRALHCCRVLHGTYKNSLAFLTRVMKLOSCRGL

HRTG financials

Revenue growth
+3.7%
XBRL, annual
Net margin
23.1%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$854.6M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+25.2%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$297.7M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.13x
long-term debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
4.27x
TTM operating cash flow over long-term debt only, 2026-06-30
Return on equity
+45.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+8.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
+1,356%
operating income after a 25.1% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on capital employed
n/a
assets or current liabilities not filed
P/E, trailing
5.28x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$586.8M
market value at close 2026-10-26 on 2026-08-02 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
FCF yield
+27.0%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
0.05x
P/E over trailing EPS growth of 102%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$847.3M$817.0M$735.5M$662.5M
Operating income$267.2M$93.6M$63.2M-$157.4M
Net income$195.6M$61.5M$45.3M-$154.4M
EPS (diluted)6.322.011.73-5.86
Operating cash flow$182.2M$87.1M$70.4M-$34.3M
Cash$559.3M$452.7M$463.6M$280.9M
Long-term debt$78.4M$116.3M$119.7M$128.9M
Buybacksn/a$0$0$7.3M
Dividends paidn/an/a$11.0K$4.8M
SEC XBRL, fiscal years, as known on 2026-10-28

HRTG Stock Sonar score 6/7 axes

Find similar shapesCompare

HRTG ranks highest on profitability (95th percentile) and financial health (86th), and lowest on growth (31st), among Insurance peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
95
Inputs
  • Return on equity+45.3% · 97 pct, sector of 116
  • Return on assets+8.6% · 88 pct, sector of 122
  • Return on invested capital+1356% · 100 pct, universe of 1,069
  • Return on capital employedassets or current liabilities not filed
Financial health
86
Inputs
  • Debt to equity0.13x · 83 pct, sector of 104
  • Cash flow to debt4.27x · 89 pct, sector of 97
Growth
31
Inputs
  • Revenue growth, YoY+3.7% · 31 pct, sector of 134
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
55
Inputs
  • Net Form 4 buying (codes P and S), 180d-$2.6M · 48 pct, sector of 100
  • Insider buyers, 180d1 · 62 pct, sector of 101
Institutional and government
36
Inputs
  • Funds adding, latest quarter103 · 36 pct, sector of 108
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
63
Inputs
  • Short interest, % of float+3.5% · 47 pct, sector of 138
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+5.7% · 79 pct, sector of 110
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

HRTG filings, in plain words

Are Heritage Insurance insiders buying or selling HRTG?

In the 180 days to 2026-10-28, Heritage Insurance insiders were net sellers, a net $3.2M: $376.9K of purchases and $3.6M of sales reported on Form 4, by 1 buyer and 5 sellers.

Are there planned insider sales of HRTG?

Yes. 13 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $2.9M of stock; the latest, by TIMOTHY JOHNS, was filed 2026-10-19.

Read the full summary

In the 180 days to 2026-10-28, Heritage Insurance insiders were net sellers of HRTG, a net $3.2M across purchases and sales reported on Form 4 by 1 buyer and 5 sellers. 25% of the 16 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 13 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $2.9M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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