HRTG

Heritage Insurance Holdings Inc

A property and casualty insurance holding company, Heritage sells homeowners, condo, dwelling fire, and commercial residential coverage through a network of independent agents, with a focus on hurricane- and wildfire-prone states across the Southeast, Northeast, Hawaii, and California. Founded in Tampa, Florida in 2012, the company got its start by taking over policies from Citizens, the state's insurer of last resort, in a program designed to shift risk from the public insurer to private firms. It went public in 2014 and now trades on the New York Stock Exchange under the ticker HRTG.

CUSIP: 42727J102FinancialsUS1 holder

Ownership Activity Financials Filings

Insiders

Ranked by how much each holding moved in all recorded history

Insider

Garateix Ernie JChief Executive Officer, Director · 92 transactions

1.04M—

Granted 1.68M · Bought 109.2K · Sold 174.7K

Lucas BruceChairman & CEO, Director · 44 transactions

644.5K—

as of Nov 2020

Granted 767.8K · Bought 297.5K · Sold 925.0K

Walvekar VijayDirector · 12 transactions

589.3K—

as of May 2025

Granted 29.7K · Bought 172.7K · Sold 89.1K

Futura Circuits Corp. +6 co-filersMEMBER OF GROUP, 10% owner · 2 transactions

532.0K—

as of Apr 2024

Lusk KirkChief Financial Officer · 37 transactions

502.5K—

Granted 678.7K · Bought 63.1K · Sold 68.3K

Widdicombe Richard ADirector, Chairman · 40 transactions

451.8K—

Granted 289.9K · Bought 109.4K · Sold 372.9K

Berset Mark SDirector · 5 transactions

360.2K—

as of Jun 2025

Granted 32.3K

Masiello JamesDirector · 9 transactions

360.0K—

as of Dec 2018

Bought 36.5K · Sold 82.2K

Houvardas TrifonDirector · 14 transactions

348.9K—

as of Jun 2016

Bought 2.0K · Sold 191.3K

Futura Circuits Corp. +5 co-filersMEMBER OF GROUP, 10% owner · 5 transactions

192.0K—

as of Feb 2024

Bought 869.3K

Whiting Paul LDirector · 14 transactions

177.0K—

Granted 19.8K · Bought 146.9K

Moura TimothySee Remarks · 30 transactions

176.4K—

Granted 303.1K · Bought 25.0K · Sold 79.6K

Apostolou PanagiotisDirector · 16 transactions

170.0K—

Granted 35.0K · Bought 5.0K · Sold 145.4K

Binnun SharonChief Accounting Officer · 27 transactions

114.8K—

Granted 288.6K · Sold 81.5K

Barlas IriniDirector · 19 transactions

90.6K—

Granted 67.1K · Bought 24.7K · Sold 25.0K

Peiso Joseph RVice President of Compliance · 13 transactions

76.3K—

as of May 2015

Granted 35.0K · Sold 85.3K

Pappas Nicholas GeorgeDirector · 16 transactions

76.3K—

as of Nov 2024

Granted 29.7K · Bought 1.0K · Sold 30.2K

Vattamattam JosephDirector · 18 transactions

63.8K—

Granted 35.0K · Bought 3.0K · Sold 50.0K

Johns Timothy E.See Remarks · 8 transactions

39.0K—

as of Mar 2025

Granted 42.3K

Johns Timothy ESee Remarks · 5 transactions

25.4K—

Granted 2.6K · Sold 3.5K

Rohde Stephen LCFO, Treasurer & Secretary · 9 transactions

23.0K—

as of May 2016

Bought 3.0K · Sold 83.5K

Martindale Steven C.Director · 9 transactions

22.8K—

as of Jun 2022

Granted 15.1K · Bought 7.7K

Neilson PaulVice President of Claims · 7 transactions

16.9K—

as of Nov 2015

Granted 30.0K · Sold 30.0K

Russell Melvin A JrSee Remarks · 2 transactions

12.0K—

as of May 2015

Bought 22.7K · Sold 10.7K

Insider	Stake change	Holds now	Granted / vested	Bought	Sold
Garateix Ernie JChief Executive Officer, Director · 92 transactions	—	1.04M	1.68M	109.2K	174.7K
Lucas BruceChairman & CEO, Director · 44 transactions	—	644.5Kas of Nov 2020	767.8K	297.5K	925.0K
Walvekar VijayDirector · 12 transactions	—	589.3Kas of May 2025	29.7K	172.7K	89.1K
Futura Circuits Corp. +6 co-filersMEMBER OF GROUP, 10% owner · 2 transactions	—	532.0Kas of Apr 2024	—	—	—
Lusk KirkChief Financial Officer · 37 transactions	—	502.5K	678.7K	63.1K	68.3K
Widdicombe Richard ADirector, Chairman · 40 transactions	—	451.8K	289.9K	109.4K	372.9K
Berset Mark SDirector · 5 transactions	—	360.2Kas of Jun 2025	32.3K	—	—
Masiello JamesDirector · 9 transactions	—	360.0Kas of Dec 2018	—	36.5K	82.2K
Houvardas TrifonDirector · 14 transactions	—	348.9Kas of Jun 2016	—	2.0K	191.3K
Futura Circuits Corp. +5 co-filersMEMBER OF GROUP, 10% owner · 5 transactions	—	192.0Kas of Feb 2024	—	869.3K	—
Whiting Paul LDirector · 14 transactions	—	177.0K	19.8K	146.9K	—
Moura TimothySee Remarks · 30 transactions	—	176.4K	303.1K	25.0K	79.6K
Apostolou PanagiotisDirector · 16 transactions	—	170.0K	35.0K	5.0K	145.4K
Binnun SharonChief Accounting Officer · 27 transactions	—	114.8K	288.6K	—	81.5K
Barlas IriniDirector · 19 transactions	—	90.6K	67.1K	24.7K	25.0K
Peiso Joseph RVice President of Compliance · 13 transactions	—	76.3Kas of May 2015	35.0K	—	85.3K
Pappas Nicholas GeorgeDirector · 16 transactions	—	76.3Kas of Nov 2024	29.7K	1.0K	30.2K
Vattamattam JosephDirector · 18 transactions	—	63.8K	35.0K	3.0K	50.0K
Johns Timothy E.See Remarks · 8 transactions	—	39.0Kas of Mar 2025	42.3K	—	—
Johns Timothy ESee Remarks · 5 transactions	—	25.4K	2.6K	—	3.5K
Rohde Stephen LCFO, Treasurer & Secretary · 9 transactions	—	23.0Kas of May 2016	—	3.0K	83.5K
Martindale Steven C.Director · 9 transactions	—	22.8Kas of Jun 2022	15.1K	7.7K	—
Neilson PaulVice President of Claims · 7 transactions	—	16.9Kas of Nov 2015	30.0K	—	30.0K
Russell Melvin A JrSee Remarks · 2 transactions	—	12.0Kas of May 2015	—	22.7K	10.7K

Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.