Based on data from the past 90 days ending February 19, 2026, Heritage Insurance Holdings's three largest insider shareholders are Chief Executive Officer Ernie J Garateix (1.13Mn shares), Chief Financial Officer Kirk Lusk (532.31K shares), Director Richard A Widdicombe (449.05K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Ernie J Garateix | Chief Executive Officer | 1,128,504 | 22 Jan, 2026 |
| Kirk Lusk | Chief Financial Officer | 532,313 | 17 Dec, 2025 |
| Richard A Widdicombe | 449,047 | 20 Nov, 2025 | |
| Mark S Berset | 276,469 | 12 Jun, 2025 | |
| Vijay Walvekar | 273,583 | 02 Jun, 2025 | |
| Timothy Moura | Nan | 266,618 | 17 Dec, 2025 |
| Sharon Binnun | Chief Accounting Officer | 171,371 | 17 Dec, 2025 |
| Panagiotis Apostolou | 167,269 | 12 Jun, 2025 | |
| Paul L Whiting | 107,126 | 12 Aug, 2025 | |
| Irini Barlas | 105,870 | 11 Aug, 2023 | |
| Raymond T Hyer | 100,000 | 10 Apr, 2024 | |
| Nicholas George Pappas | 76,314 | 26 Nov, 2024 | |
| Joseph Vattamattam | 61,060 | 12 Jun, 2025 | |
| Timothy E Johns | Nan | 36,927 | 17 Dec, 2025 |
| Steven C. Martindale | 22,828 | 27 Jun, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 20 Jan, 2026 | Ernie J Garateix | Common Stock | D | 8,234 | $26.02 | 1,128,604 | D | S |
| 20 Jan, 2026 | Ernie J Garateix | Common Stock | D | 100 | $26.67 | 1,128,504 | D | S |
| 22 Dec, 2025 | Ernie J Garateix | Common Stock | D | 8,334 | $29.48 | 1,136,838 | D | S |
| 15 Dec, 2025 | Timothy E Johns | Common Stock | D | 2,112 | $29.57 | 36,927 | D | F |
| 15 Dec, 2025 | Ernie J Garateix | Common Stock | D | 40,634 | $29.57 | 1,145,172 | D | F |
| 15 Dec, 2025 | Sharon Binnun | - | - | 171,371 | D | |||
| 15 Dec, 2025 | Sharon Binnun | Common Stock | D | 4,635 | $29.57 | 171,371 | D | F |
| 15 Dec, 2025 | Kirk Lusk | Common Stock | D | 18,112 | $29.57 | 532,313 | D | F |
| 15 Dec, 2025 | Timothy Moura | Common Stock | D | 9,516 | $29.57 | 266,618 | D | F |
| 12 Dec, 2025 | Ernie J Garateix | Common Stock | D | 1,709 | $28.85 | 1,185,806 | D | S |
| 11 Dec, 2025 | Ernie J Garateix | Common Stock | D | 6,291 | $28.42 | 1,187,515 | D | S |
| 09 Dec, 2025 | Ernie J Garateix | Common Stock | D | 7,000 | $28.36 | 1,193,806 | D | S |
| 02 Dec, 2025 | Kirk Lusk | Common Stock | D | 8,331 | $28.21 | 550,425 | D | S |
| 20 Nov, 2025 | Ernie J Garateix | Common Stock | D | 1,159 | $28.23 | 1,200,806 | D | S |
| 20 Nov, 2025 | Ernie J Garateix | Common Stock | D | 4,360 | $26.27 | 1,204,780 | D | S |
| 20 Nov, 2025 | Ernie J Garateix | Common Stock | D | 2,815 | $27.44 | 1,201,965 | D | S |
| 18 Nov, 2025 | Richard A Widdicombe | Common Stock | D | 50,000 | $29.40 | 449,047 | D | S |
| 13 Nov, 2025 | Ernie J Garateix | Common Stock | D | 5,000 | $30.77 | 1,209,140 | D | S |
| 12 Nov, 2025 | Ernie J Garateix | Common Stock | D | 5,000 | $30.39 | 1,214,140 | D | S |
| 11 Nov, 2025 | Ernie J Garateix | Common Stock | D | 10,000 | $29.10 | 1,219,140 | D | S |