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WAVEMAN · COMPANY
HRTG · Heritage Insurance Holdings, Inc.
> Ask across nine datasets ⌘K
LIVE
TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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HRTG

Heritage Insurance Holdings, Inc.
INSURANCE · FIRE, MARINE & CASUALTY INSURANCE · CIK 0001598665
FORM 144 · 11☆ WATCH
INSIDER NET · 180D
-$5.6M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
1
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
104
13F, latest reported quarter
REVENUE GROWTH
+3.7%
XBRL, annual
NET MARGIN
23.1%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$5.6M over 180 days
-$2.7M over 90 days
below 61% of Insurance
CONGRESS
no member of Congress has reported trading it
FUNDS
104 funds added or opened last quarter
below 64% of Insurance
REVENUE
+3.7% year over year
below 68% 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
2.5% of shares outstanding short · 2.6 days to cover · settled 2026-07-31
more than 52% of Insurance
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$5.6M across 5 people in 180 days.
104 funds added or opened positions in the latest 13F quarter, of 189 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +45.2%
+45.2%12M
-11%+10%+30%+51%2025-092025-102025-122026-032026-052026-072026-09 2025-10-14 · WIDDICOMBE RICHARD A sold $1.6M2025-11-18 · WIDDICOMBE RICHARD A sold $1.5M2025-09-16 · WIDDICOMBE RICHARD A sold $1.4M2025-09-16 · WIDDICOMBE RICHARD A sold $1.1M2025-10-14 · WIDDICOMBE RICHARD A sold $870.8K2026-03-19 · Moura Timothy sold $750.7K2026-04-01 · Moura Timothy sold $634.7K2025-09-15 · Garateix Ernie J sold $615.2K2025-09-05 · Binnun Sharon sold $513.9K2026-08-10 · Moura Timothy sold $490.7K2025-09-12 · Lusk Kirk sold $483.4K2025-11-05 · 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 $235.0K2025-10-14 · WIDDICOMBE RICHARD A sold $233.1K2025-10-01 · Lusk Kirk sold $231.3K2026-06-22 · Binnun Sharon sold $224.1K2026-03-17 · Binnun Sharon sold $223.8K2026-04-01 · Binnun Sharon sold $223.5K2026-04-20 · 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 $198.5K2025-09-22 · Garateix Ernie J sold $196.8K2026-02-20 · Garateix Ernie J sold $196.0K2025-12-11 · Garateix Ernie J sold $178.8K2026-08-18 · Garateix Ernie J sold $172.7K2025-10-20 · Garateix Ernie J sold $171.8K2026-08-17 · Garateix Ernie J sold $171.6K2025-10-03 · Lusk Kirk sold $164.4K2025-11-13 · Garateix Ernie J sold $153.8K2025-11-12 · Garateix Ernie J sold $151.9K2026-09-03 · 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
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $5.6M sold by insiders over 180 days, 104 funds added last quarter, $2.8M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
GSHDDGICAPLMRALHCCRVLHGTYKNSLTRVAFLMKLGLOSCR
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Heritage Insurance Holdings, Inc. insiders sold a net $5.6M of stock across 114 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Binnun Sharon
Chief Accounting Officer
SELL
2026-09-01
9,200.0
$312.0K
Garateix Ernie J
Chief Executive Officer
SELL
2026-08-24
10,000.0
$348.8K
JOHNS TIMOTHY E
See Remarks
SELL
2026-08-19
3,500.0
$117.9K
Garateix Ernie J
Chief Executive Officer
SELL
2026-08-18
5,000.0
$172.7K
Garateix Ernie J
Chief Executive Officer
SELL
2026-08-17
5,000.0
$171.6K
114 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
2,332,889.0 sh
$60.8M
DIMENSIONAL FUND ADVISORS LP
1,310,615.0 sh
$34.2M
AMERICAN CENTURY COMPANIES INC
1,066,936.0 sh
$27.8M
VANGUARD CAPITAL MANAGEMENT LLC
1,013,658.0 sh
$26.4M
VANGUARD PORTFOLIO MANAGEMENT LLC
949,090.0 sh
$24.8M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
ERNESTO J GARATEIX
FILED 2026-09-03
$87.8K
SHARON BINNUN
FILED 2026-09-01
$309.3K
ERNESTO J GARATEIX
FILED 2026-08-24
$348.8K
TIMOTHY JOHNS
FILED 2026-08-19
$117.9K
ERNESTO J GARATEIX
FILED 2026-08-18
$172.7K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Cambria Value and Momentum ETF
$767.2K POSITION · AS OF 2026-04-30
0.9%
First Trust Dow Jones Select MicroCap Index Fund
$1.9M POSITION · AS OF 2026-03-31
0.8%
Boston Partners Long/Short Equity Fund
$819.2K POSITION · AS OF 2026-02-28
0.7%
Applied Finance Explorer Fund
$6.6M POSITION · AS OF 2026-04-30
0.7%
Victory Integrity Discovery Fund
$443.6K POSITION · AS OF 2026-03-31
0.6%
Sterling Capital Behavioral Small Cap Value Fund
$427.5K POSITION · AS OF 2026-03-31
0.6%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$5.3M
$25.3M
$2.0M
+1526%
—
2024
$4.3M
$8.7M
$1.9M
+572%
—
2023
$5.0M
$6.5M
$2.1M
+262%
—
2022
$2.4M
$1.2M
$1.3M
-82%
—
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
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
BUYBACKS—$0$0$7.3M
DIVIDENDS PAID——$11.0K$4.8M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-06 ALL SYSTEMS LIVE FOR MACHINES →