SEC EDGARAUG 191 min read$HRTG

Garateix Ernie J sold $344K of HRTG

Garateix Ernie J (Chief Executive Officer) sold 10,000 shares of Heritage Insurance Holdings, Inc. (HRTG) at an average of $34.43 ($34.31–$34.54, $0.34M total) across 2 trades over 2026-08-17 to 2026-08-18.

Original reporting

SEC EDGAR · Garateix Ernie J

Published Aug 19, 2026, 9:01 PM UTC

Analysis

alphai AI DeskAI-generated

Added to alphai Aug 19, 2026, 9:11 PM UTC. Informational, not investment advice.

How this was made

alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About alphai AI Desk Scoring methodology Report an issue

alphai market briefInsider activity

Primary signal

$HRTG

Neutral

medium confidence

Mentioned

$HRTG

Relevance

4/10

alphai data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$HRTGNeutralLow

Why it matters

The sale is unlikely to move the stock significantly but adds transparency for shareholders.

Market read

A routine insider sale with limited market impact; useful for compliance monitoring.

What to watch

Potential upcoming corporate actions or personal tax planning could be driving the sale.

Relevance 4/10Novelty 4/10Timing: filed after market on 2026-08-19

Background

Form 4 disclosures provide the first public record of insider trades. This filing reports a modest sale by the CEO of Heritage Insurance Holdings.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$HRTGNeutralMedium confidence

Context

CEO Ernie J. Garateix sold 10,000 shares for $344,275, reducing his stake to 1,050,955 shares.

Expected impact

Minor downward pressure, likely within normal volatility.

Evidence & confidence

The transaction is a routine Form 4 filing; the amount is small relative to market cap, so any price effect should be limited.

Market effects

Sector

Minimal impact on insurance sector; insider sales are common and not sector‑wide.

Regional

No regional effect; the filing is company‑specific.

Global

Negligible; only relevant to investors in HRTG.

Counterpoint

What could challenge this read

The sale could be a liquidity move unrelated to fundamentals, so price may remain unchanged.

Key entities

Company
Heritage Insurance Holdings, Inc.
Issuer of the securities traded.
Executive
Ernie J. Garateix
Chief Executive Officer and insider seller.

Read at source ← All news

AUG 10

$HRTGMed

Florida-Based Heritage Continues to Shed Policies as Earnings Soar to New Heights

Heritage Insurance, a Tampa-based publicly traded property insurer, said Q2 profit rose to nearly $62 million, up 28.5% year over year, with a combined ratio of about 65% as of June 30, per SEC filings. It reported 350,887 policies in force in Q2 2026, down 5% from a year earlier, and said it will keep selective underwriting through 2026.

insurancejournal.com4 min

AUG 6

$METMed

Financial results round-up: MetLife, Prudential, Corebridge, Palomar, Heritage, TWFG, Root and more

A financial results roundup covers multiple insurers and MGAs. MetLife reported Q2 net income of $705m and adjusted EPS $2.43. Prudential posted Q2 net income of $985m and record individual life sales. Corebridge reported a $16m net loss and merger approval. Palomar, Heritage, TWFG, Root, Trupanion and Clover Health also reported Q2 figures and guidance updates.

insurancebusinessmag.com9 min

AUG 5

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Heritage Insurance Holdings, Inc. (HRTG): Results of Operations and Financial Condition

Heritage Insurance Holdings, Inc. (HRTG) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Heritage Reports Second Quarter 2026 Results Tampa, FL – August 5, 2026 : Heritage Insurance Holdings, Inc. (NYSE: HRTG) (“Heritage” or the “Company”), a super-regional property and casualty insurance holding company, today reported second quarter of 2026 financial r

SEC EDGAR 8-K4 min

AUG 5

$HRTGMedAI 8/10

Heritage Reports Second Quarter 2026 Results

Heritage Insurance Holdings (NYSE:HRTG) reported Q2 2026 net income of $61.7M, up 28.5% from $48.0M a year earlier. EPS rose 32.3% to $2.05. Total revenue increased 3.0% to $214.2M. Net loss ratio fell to 30.4% and net combined ratio improved to 64.9%. The board suspended the dividend and authorized a $50M buyback.

prnewswire.com6 min

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