๐Ÿ•ต๏ธ Heritage Insurance Holdings, Inc. ($HRTG)

SEC insider & ownership activity, last 12 months ยท CIK 1598665 ยท every row links its SEC filing

Over the last 12 months insiders sold $15.5M against $428K of open-market buying. Richard A. Widdicombe sold $6.6M through a 10b5-1 trading plan in 6 lots (Sepโ€“Nov). No red-flag 8-Ks in the window.

๐Ÿšจ 5 signals active โ€” planned-vs-executed verdicts, pre-event flags, and cluster context live in the API and the alerts bot.
Aug 2025: net +$51K Sep 2025: net -$4.3M Oct 2025: net -$3.4M Nov 2025: net -$2.8M Dec 2025: net -$907K Jan 2026: net -$217K Mar 2026: net -$1.2M Mar 2026: net -$1.2M Apr 2026: net -$1.8M May 2026: net +$110K Jun 2026: net -$224K Jul 2026: net -$244K
Monthly net open-market insider flow, last 12 months (up = net buying)

Insider flow

1 buyer, $428K (3 lots) ยท 5 sellers, $15.5M (48 lots)

InsiderBuysBoughtSellsSoldLast
Richard A. Widdicombe0โ€“ 6$6.6MNov 18, 2025
Ernesto Garateix0โ€“ 22$3.4MApr 20, 2026
Timothy Moura0โ€“ 6$2.1MApr 2, 2026
Binnun Sharon0โ€“ 7$1.7MJul 1, 2026
Kirk H Lusk0โ€“ 7$1.7MDec 2, 2025
Paul L. Whiting3$428K 0โ€“May 19, 2026

5%+ holders

HolderStakeClassScheduleEvent
Raymond T. Hyer 7.0% 13GAug 4, 2025 filing โ†—

Planned insider sales (Form 144)

SellerPlannedApprox. sale date
Sharon Binnun$240KJul 1, 2026 filing โ†—
Sharon Binnun$214KJun 22, 2026 filing โ†—
Sharon Binnun$270KMay 1, 2026 filing โ†—
Ernesto Garateix & Yvette Garateix$203KApr 20, 2026 filing โ†—
Ernesto Garateix$24KApr 20, 2026 filing โ†—
Sharon Binnun$242KApr 1, 2026 filing โ†—
Timothy Moura$1.3MApr 1, 2026 filing โ†—
Ernesto Garateix$23KMar 20, 2026 filing โ†—
Ernesto Garateix & Yvette Garateix$199KMar 20, 2026 filing โ†—
Timothy Moura$776KMar 19, 2026 filing โ†—
Sharon Binnun$225KMar 17, 2026 filing โ†—
Ernesto Garateix & Yvette Garateix$182KFeb 20, 2026 filing โ†—
Ernesto Garateix$21KFeb 20, 2026 filing โ†—
Ernesto Garateix & Yvette Garateix$195KJan 20, 2026 filing โ†—
Ernesto Garateix$23KJan 20, 2026 filing โ†—
Ernesto Garateix$25KDec 22, 2025 filing โ†—
Ernesto Garateix & Yvette Garateix$216KDec 22, 2025 filing โ†—
Ernesto Garateix$49KDec 12, 2025 filing โ†—
Ernesto Garateix$179KDec 11, 2025 filing โ†—
Ernesto Garateix$199KDec 9, 2025 filing โ†—
Kirk H Lusk$235KDec 2, 2025 filing โ†—
Ernesto Garateix$25KNov 20, 2025 filing โ†—
Ernesto Garateix & Yvette Garateix$212KNov 20, 2025 filing โ†—
Ernesto J Garateix and Yvette Garateix$154KNov 13, 2025 filing โ†—
Ernesto J Garateix and Yvette Garateix$152KNov 12, 2025 filing โ†—
Ernesto J Garateix and Yvette Garateix$145KNov 12, 2025 filing โ†—
Ernesto J Garateix$145KNov 11, 2025 filing โ†—
Kirk Lusk$477KNov 5, 2025 filing โ†—
Kirk Lusk$2KNov 4, 2025 filing โ†—
Ernesto Garateix$20KOct 20, 2025 filing โ†—
Ernesto Garateix & Yvette Garateix$172KOct 20, 2025 filing โ†—
Kirk Lusk$159KOct 3, 2025 filing โ†—
Kirk Lusk$332KOct 1, 2025 filing โ†—
Ernesto Garateix$25KSep 22, 2025 filing โ†—
Ernesto Garateix & Yvette Garateix$212KSep 22, 2025 filing โ†—
Richard A Widdicombe$6.0MSep 16, 2025 filing โ†—
Ernesto J Garateix$614KSep 15, 2025 filing โ†—
Kirk Lusk$478KSep 12, 2025 filing โ†—

Material events (8-K)

ItemEvent date
Shareholder vote (5.07)Jun 10, 2026 filing โ†—
Other events (8.01)May 28, 2026 filing โ†—
Financial Statements and Exhibits (9.01)May 28, 2026 filing โ†—
Earnings (2.02)May 7, 2026 filing โ†—
Financial Statements and Exhibits (9.01)May 7, 2026 filing โ†—
Earnings (2.02)Feb 23, 2026 filing โ†—
Reg FD disclosure (7.01)Feb 23, 2026 filing โ†—
Financial Statements and Exhibits (9.01)Feb 23, 2026 filing โ†—
Earnings (2.02)Nov 5, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Nov 5, 2025 filing โ†—
Officer/director changes (5.02)Sep 23, 2025 filing โ†—
Earnings (2.02)Aug 5, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Aug 5, 2025 filing โ†—
Earnings (2.02)Mar 9, 2025 filing โ†—
Financial Statements and Exhibits (9.01)Mar 9, 2025 filing โ†—