SEC EDGARAUG 261 min read$HRTG

Garateix Ernie J sold $349K of HRTG

Garateix Ernie J (Chief Executive Officer) sold 10,000 shares of Heritage Insurance Holdings, Inc. (HRTG) at $34.88 ($0.35M total) on 2026-08-24.

Original reporting

SEC EDGAR · Garateix Ernie J

Published Aug 26, 2026, 9:00 PM UTC

Analysis

alphai AI DeskAI-generated

Added to alphai Aug 26, 2026, 9:07 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 disclosed sale is the first public report of this transaction, providing new data for market participants.

Market read

Primary insider sale filing; modest but noteworthy for short‑term sentiment.

What to watch

The CEO's remaining large stake suggests continued confidence; no change in company fundamentals.

Relevance 4/10Novelty 4/10Timing: filed 2026-08-26

Background

SEC Form 4 filing discloses insider transactions; investors monitor such sales for potential signals.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$HRTGNeutralMedium confidence

Context

CEO Ernie J. Garateix sold 10,000 shares for $348,750 on 2026-08-24, reducing his stake to 1,040,955 shares.

Expected impact

Modest downward pressure in the near term as the market digests the insider sell.

Evidence & confidence

The transaction size is modest relative to the company's float, but it involves the CEO, which can influence sentiment.

Market effects

Sector

Minimal impact on the insurance sector; insider sales are routine.

Regional

None

Global

None

Counterpoint

What could challenge this read

The sale could be a routine liquidity event rather than a negative signal.

Key entities

Company
Heritage Insurance Holdings, Inc.
US-listed insurer (ticker HRTG) whose CEO sold shares.
Person
Ernie J. Garateix
Chief Executive Officer of Heritage Insurance Holdings.

Read at source ← All news

AUG 10

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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

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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.

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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

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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.

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