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Heritage Insurance Holdings, Inc. planned insider sales

In the last twelve months insiders at Heritage Insurance Holdings, Inc. filed 42 Form 144 notices of planned sales, 323,220 shares worth $9.2 million at the time of filing, from 10 sellers. The latest, filed 19 October 2026: Timothy Johns (officer), 3,500 shares worth $125,195, planned for around 19 October 2026 through Morgan Stanley Smith Barney LLC Executive Financial Services.

FiledSellerRelationshipSharesValuePlanned saleSold, per Form 4BrokerHow acquiredFiling
19 October 2026Timothy JohnsOfficer3,500$125,19519 October 20263,500 shares from 19 October 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock AwardsForm 144
18 September 2026Timothy JohnsOfficer3,500$123,97018 September 20263,500 shares from 18 September 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock AwardsForm 144
14 September 2026Ernesto J GarateixOfficer2,500$88,13514 September 20262,500 shares from 14 September 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market PurchaseForm 144
9 September 2026Sharon Ann BinnunOfficer6,565$221,9959 September 20266,565 shares from 9 September 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock Vesting Under a Registered PlanForm 144
3 September 2026Ernesto J GarateixOfficer2,500$87,7503 September 20262,500 shares from 3 September 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market PurchaseForm 144
1 September 2026Sharon BinnunOfficer9,200$309,3041 September 20269,200 shares from 1 September 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock AwardsForm 144
24 August 2026Ernesto J GarateixOfficer10,000$348,75024 August 202610,000 shares from 24 August 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market PurchaseForm 144
19 August 2026Timothy JohnsOfficer3,500$117,91519 August 20263,500 shares from 19 August 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock AwardsForm 144
18 August 2026Ernesto J GarateixOfficer5,000$172,72518 August 202610,000 shares from 17 August 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market Purchase; Previously Exercised OptionsForm 144
17 August 2026Ernesto J GarateixOfficer5,000$171,25017 August 2026None on Form 4 yetMorgan Stanley Smith Barney LLC Executive Financial ServicesPreviously Exercised OptionsForm 144
17 August 2026Kirk H LuskOfficer10,000$341,58717 August 202610,000 shares from 17 August 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock Vesting Under a Registered PlanForm 144
10 August 2026Timothy MouraOfficer15,104$494,50410 August 202615,104 shares from 10 August 2026Merrill LynchRSU; rsuForm 144
3 August 2026Sharon BinnunOfficer9,200$270,2043 August 20269,200 shares from 3 August 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock AwardsForm 144
1 July 2026Sharon BinnunOfficer9,200$239,9361 July 20269,200 shares from 1 July 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock UnitsForm 144
22 June 2026Sharon BinnunOfficer9,200$214,08422 June 20269,200 shares from 22 June 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestrcited Stock AwardsForm 144
1 May 2026Sharon BinnunOfficer9,200$269,7441 May 20269,200 shares from 1 May 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock AwardsForm 144
20 April 2026Ernesto GarateixDirector, Officer867$23,60020 April 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market PurchaseForm 144
20 April 2026ERNESTO GARATEIX & YVETTE GARATEIXDirector, Officer7,467$203,25220 April 20268,334 shares from 20 April 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock UnitsForm 144
1 April 2026Sharon BinnunOfficer9,200$241,5001 April 20269,200 shares from 1 April 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock AwardsForm 144
1 April 2026Timothy MouraOfficer50,490$1.3 million1 April 202650,490 shares from 1 April 2026Merrill LynchPSUForm 144
20 March 2026Ernesto GarateixDirector, Officer867$23,08020 March 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market PurchaseForm 144
20 March 2026ERNESTO GARATEIX & YVETTE GARATEIXDirector, Officer7,467$198,77220 March 20268,334 shares from 20 March 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock UnitsForm 144
19 March 2026Timothy MouraOfficer29,133$775,76019 March 202629,133 shares from 19 March 2026Merrill LynchRSUForm 144
17 March 2026Sharon BinnunOfficer7,893$224,55617 March 20267,893 shares from 17 March 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock AwardsForm 144
20 February 2026Ernesto GarateixDirector, Officer867$21,12020 February 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market PurchaseForm 144
20 February 2026ERNESTO GARATEIX & YVETTE GARATEIXDirector, Officer7,467$181,89620 February 20268,334 shares from 20 February 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock UnitsForm 144
20 January 2026Ernesto GarateixDirector, Officer867$22,64620 January 2026No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market PurchaseForm 144
20 January 2026ERNESTO GARATEIX & YVETTE GARATEIXDirector, Officer7,467$195,03820 January 20268,334 shares from 20 January 2026Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock UnitsForm 144
22 December 2025Ernesto GarateixDirector, Officer867$25,10822 December 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market PurchaseForm 144
22 December 2025ERNESTO GARATEIX & YVETTE GARATEIXDirector, Officer7,467$216,24422 December 20258,334 shares from 22 December 2025Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock UnitsForm 144
12 December 2025Ernesto GarateixOfficer1,709$49,29812 December 20258,000 shares from 11 December 2025Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted stock vesting under a registered planForm 144
11 December 2025Ernesto GarateixOfficer6,291$178,81411 December 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesRestricted stock vesting under a registered planForm 144
9 December 2025Ernesto GarateixOfficer7,000$198,5379 December 20257,000 shares from 9 December 2025Morgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market Purchase; Restricted stock vesting under a registered planForm 144
2 December 2025Kirk H LuskOfficer8,331$235,0052 December 20258,331 shares from 2 December 2025Morgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market Purchase; Restricted stock vesting under a registered planForm 144
20 November 2025Ernesto GarateixDirector, Officer867$24,57120 November 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market PurchaseForm 144
20 November 2025ERNESTO GARATEIX & YVETTE GARATEIXDirector, Officer7,467$211,61520 November 20258,334 shares from 20 November 2025Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock UnitsForm 144
13 November 2025Ernesto J Garateix And Yvette GarateixOfficer5,000$153,85013 November 202510,000 shares from 12 November 2025Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted stock vesting under a registered planForm 144
12 November 2025Ernesto J GarateixOfficer5,000$145,01011 November 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesOpen Market PurchaseForm 144
12 November 2025Ernesto J Garateix And Yvette GarateixOfficer5,000$145,01012 November 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesRestricted stock vesting under a registered planForm 144
12 November 2025Ernesto J Garateix And Yvette GarateixOfficer5,000$151,95012 November 202510,000 shares from 11 November 2025Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted stock vesting under a registered planForm 144
5 November 2025Kirk LuskOfficer19,929$476,5025 November 202520,000 shares from 4 November 2025Morgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock UnitsForm 144
4 November 2025Kirk LuskOfficer71$1,6494 November 2025No matching Form 4 saleMorgan Stanley Smith Barney LLC Executive Financial ServicesRestricted Stock UnitsForm 144
A Form 144 is the notice an insider files with the SEC before selling restricted or control shares over the Rule 144 thresholds; it says what may be sold, not what was.
Read moreValue is the filer's own aggregate market value. Sold, per Form 4: the same seller's open-market sales on Form 4 from the notice's date to 90 days after, added up, as they appear on the insiders page; a holder who files no Form 4, such as some large holders, never shows one. What is a Form 144?