Garateix Ernie J 4
4 · Heritage Insurance Holdings, Inc. · Filed Mar 23, 2026
Research Summary
AI-generated summary of this filing
Heritage Insurance (HRTG) CEO Ernie Garateix Sells Shares
What Happened
Ernie J. Garateix, CEO of Heritage Insurance Holdings, sold 8,334 shares on 2026-03-20 in a disposition valued at approximately $211,579. The weighted-average price reported was $25.39 per share; individual sale prices ranged from $25.12 to $25.715.
Key Details
- Transaction date: 2026-03-20 (reported on Form 4 filed 2026-03-23). Filing was within the standard Form 4 deadline.
- Transaction type/code: Sale (S) — open market/private sale reported.
- Shares sold: 8,334; weighted-average price $25.39; total proceeds ~$211,579. Price range: $25.12–$25.715 (Reporting Person can provide per-price breakdown on request).
- Footnote: Sale executed pursuant to a Rule 10b5-1 trading plan adopted June 13, 2025 (preplanned disposition).
- Shares owned after the transaction: not specified in the provided filing details.
Context
Sales executed under a pre-established 10b5-1 plan are typically preplanned transactions and do not necessarily indicate a change in the insider’s view of the company. For retail investors, purchases can be more informative as a signal of insider confidence; routine sales like this are common for liquidity or diversification.
Insider Transaction Report
Form 4
Garateix Ernie J
DirectorChief Executive Officer
Transactions
- Sale
Common Stock
[F1][F2]2026-03-20$25.39/sh−8,334$211,579→ 1,069,289 total
Footnotes (2)
- [F1]The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted on June 13, 2025.
- [F2]Represents the weighted average of the shares sold. The prices of the shares sold pursuant to the transaction range from $25.12 to $25.715 per share. The Reporting Person, upon request, will provide the Securities and Exchange Commission staff, the issuer or a security holder of the issuer full information regarding the number of shares sold at each separate price.
Signature
/s/ Ernie J. Garateix|2026-03-23