Heritage Insurance Holdings HRTG Insider Ownership

NYSE HRTG
$33.19 -0.30 (-0.90%)
As of: Sep 30, 2026 · 10:15 AM EDT

Insider Holdings by Owner

8.56Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
28.70%
▼-0.304% pp QoQ
Shares Held by Insiders
8.61Mn
filed for Sep 2026
▼-1.05% QoQ
Shares Outstanding
30.02Mn
30,017,180 shares
Direct Holdings
7.82Mn
Indirect: 794.70K
Net Shares Traded (QoQ)
-91.27K
net selling in Sep 2026
Insiders Holding Shares
15
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

Heritage Insurance Holdings's top three insider shareholders as of September 29, 2026 are Raymond T Hyer (TenPercentOwner, 2.96Mn shares), Raymond T Hyer (TenPercentOwner, 2.32Mn shares), Ernie J Garateix (Chief Executive Officer, 1.04Mn shares).

Form 4 Holdings

Insiders Holding HRTG

Insiders 15
Shares held 8.56Mn
Of outstanding 28.51%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Raymond T Hyer TenPercentOwner 4,779,258 500,000 5,279,258 61.7% 10 Apr, 2024
2 Ernie J Garateix Chief Executive Officer 1,035,955 0 1,035,955 12.1% 16 Sep, 2026
3 Kirk Lusk Chief Financial Officer 492,522 0 492,522 5.8% 19 Aug, 2026
4 Richard A Widdicombe President 451,750 0 451,750 5.3% 12 Jun, 2026
5 Mark S Berset Director 276,469 0 276,469 3.2% 12 Jun, 2025
6 Vijay Walvekar Director 69,901 203,682 273,583 3.2% 02 Jun, 2025
7 Panagiotis Apostolou Director 169,972 0 169,972 2.0% 12 Jun, 2026
8 Timothy Moura Officer 144,941 0 144,941 1.7% 12 Aug, 2026
9 Paul L Whiting Director 96,167 0 96,167 1.1% 12 Jun, 2026
10 Sharon Binnun Chief Accounting Officer 80,623 0 80,623 0.9% 11 Sep, 2026
11 Nicholas George Pappas Director 76,314 0 76,314 0.9% 26 Nov, 2024
12 Irini Barlas Director 0 71,022 71,022 0.8% 12 Jun, 2026
13 Joseph Vattamattam Director 63,763 0 63,763 0.7% 12 Jun, 2026
14 Steven C. Martindale Director 22,828 0 22,828 0.3% 27 Jun, 2022
15 Timothy E Johns Officer 21,938 0 21,938 0.3% 22 Sep, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

513 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
18 Sep, 2026 Timothy E Johns Officer Disposed S 3,500 $34.74 $121.58K 21,938 Direct
09 Sep, 2026 Sharon Binnun Chief Accounting Officer Disposed S 6,565 $33.82 $222.00K 80,623 Direct
03 Sep, 2026 Ernie J Garateix Chief Executive Officer Disposed S 2,500 $35.10 $87.75K 1,038,455 Direct
01 Sep, 2026 Sharon Binnun Chief Accounting Officer Disposed S 9,200 $33.91 $311.99K 87,188 Direct
24 Aug, 2026 Ernie J Garateix Chief Executive Officer Disposed S 10,000 $34.88 $348.75K 1,040,955 Direct
19 Aug, 2026 Timothy E Johns Officer Disposed S 3,500 $33.68 $117.86K 25,438 Direct
17 Aug, 2026 Ernie J Garateix Chief Executive Officer Disposed S 5,000 $34.31 $171.55K 1,055,955 Direct
17 Aug, 2026 Kirk Lusk Chief Financial Officer Disposed S 10,000 $34.16 $341.59K 492,522 Direct
18 Aug, 2026 Ernie J Garateix Chief Executive Officer Disposed S 5,000 $34.55 $172.73K 1,050,955 Direct
10 Aug, 2026 Timothy Moura Officer Disposed S 15,104 $32.49 $490.68K 144,941 Direct
03 Aug, 2026 Sharon Binnun Chief Accounting Officer Disposed S 9,200 $30.03 $276.29K 96,388 Direct
01 Jul, 2026 Sharon Binnun Chief Accounting Officer Disposed S 9,200 $26.58 $244.49K 105,588 Direct
22 Jun, 2026 Sharon Binnun Chief Accounting Officer Disposed S 9,200 $24.36 $224.10K 114,788 Direct
10 Jun, 2026 Joseph Vattamattam Director Acquired A 2,703 $0.00 $0 63,763 Direct
10 Jun, 2026 Paul L Whiting Director Acquired A 2,703 $0.00 $0 105,829 Direct
10 Jun, 2026 Irini Barlas Director Acquired A 2,703 $0.00 $0 71,022 Indirect
10 Jun, 2026 Panagiotis Apostolou Director Acquired A 2,703 $0.00 $0 169,972 Direct
10 Jun, 2026 Richard A Widdicombe Director, Other Acquired A 2,703 $0.00 $0 451,750 Direct
11 Jun, 2026 Paul L Whiting Director Disposed G 9,662 $0.00 $0 96,167 Direct
19 May, 2026 Paul L Whiting Director Acquired P 15,000 $23.50 $352.50K 102,126 Direct