Monitor for actual sale execution in upcoming days; given the pattern of prior 10b5-1 sales, this is likely routine. However, cumulative insider outflows over recent months may signal reduced conviction if volume accelerates.
Price Chart
Executive Summary
Ernesto Garateix, a director and officer of Heritage Insurance Holdings, filed a Form 144 notifying intent to sell up to 7,467 shares of common stock on the NYSE. The sale is planned under a 10b5-1 plan and follows prior similar dispositions in February and March 2026.
Key Facts
- Ernesto Garateix (Director and Officer) filed Form 144 to sell up to 7,467 shares.
- Sale to be executed on the NYSE, with filing date April 20, 2026.
- This is part of a series of planned 10b5-1 sales; similar transactions occurred in February and March 2026.
- No financial terms (price or total value) disclosed in the filing; average recent sale price ~$25.40 based on prior 10b5-1 transactions.
Financial Impact
Approximately $190,000 (based on prior transaction average of $25.40/share for 7,467 shares), representing a small fraction of market cap ($836M).
Risk Factors
- Perception of insider selling could weigh on investor sentiment, especially if no offsetting positive fundamentals emerge.
- Potential for increased near-term selling pressure if the 10b5-1 plan is fully executed.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001950047-26-003635 |
| Document: 0001950047-26-003635-index.html | 0001950047-26-003635 |
| Document: 0001950047-26-003635.txt | 0001950047-26-003635 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 8d ago | 144 | $36.98 $37.08 | ▲ +0.27% | ▼ −0.25% | $36.21 (−2.08%) |
Oct 19, 2026 8d ago | Press Release | $36.98 | awaiting T+1 | — | $36.21 (−2.08%) |
Sep 25, 2026 4w ago | SC 13G/A | $33.26 $33.49 | ▲ +0.69% | ▲ +0.88% | $36.21 (+8.87%) |
Sep 22, 2026 5w ago | Insider Cluster | $33.07 $33.18 | ▲ +0.33% | ▲ +0.41% | $36.21 (+9.50%) |
Sep 18, 2026 5w ago | 144 | $34.15 $33.50 | ▼ −1.90% | ▼ −1.89% | $36.21 (+6.03%) |
Sep 16, 2026 5w ago | Insider Cluster | $35.42 $34.42 | ▲ +2.82% | ▲ +2.70% | $36.21 (−2.23%) |
Sep 11, 2026 6w ago | Insider Cluster | $35.09 $34.78 | ▼ −0.88% | ▼ −0.42% | $36.21 (+3.19%) |
Sep 8, 2026 7w ago | Insider Cluster | $34.05 $34.53 | ▼ −1.41% | ▼ −2.01% | $36.21 (−6.34%) |
Aug 26, 2026 8w ago | Insider Cluster | $34.15 $33.86 | ▲ +0.85% | ▲ +0.62% | $36.21 (−6.03%) |
Aug 21, 2026 9w ago | Insider Cluster | $34.59 $34.20 | ▼ −1.13% | ▼ −1.45% | $36.21 (+4.68%) |
US Market Status
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