Heritage Insurance Holdings, Inc. insider trading
Every open-market purchase and sale by Heritage Insurance Holdings, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
Does following Heritage Insurance Holdings, Inc.’s insiders pay?
From March 11, 2015 to September 16, 2026, 22 insiders reported 72 open-market purchases and 50 sales not made under a pre-set plan in Heritage Insurance Holdings, Inc. Twelve months after each purchase was reported, the shares were +13.0% against the S&P 500 on average (median −12.9%), over 60 purchases with a full year of prices; 42% beat the index. After sales, the shares moved −18.4% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on May 12, 2016 into $22,494 by November 2, 2026, +8.1% a year. It held shares 83% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $32,416 (+11.9% a year), and held throughout $43,325 (+15.1%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Garateix Ernie J | Chief Executive Officer | 13 | +43.3% (10) | 60% | 15 | −32.0% (7) | September 16, 2026 |
| Lucas Bruce | Chairman & CEO | 15 | −13.0% (15) | 20% | 4 | −33.1% (4) | May 15, 2019 |
| Widdicombe Richard A | President | 8 | −2.4% (6) | 50% | 2 | +3.9% (2) | August 20, 2024 |
| Lusk Kirk | Chief Financial Officer | 7 | +35.7% (5) | 40% | 2 | — | August 19, 2026 |
| Whiting Paul L | Director | 8 | +72.8% (7) | 86% | 0 | — | May 20, 2026 |
| Masiello James | Director | 3 | −14.7% (3) | 33% | 4 | −41.1% (4) | December 10, 2018 |
| Pappas Nicholas George | Director | 1 | −13.9% (1) | 0% | 5 | +52.4% (5) | November 26, 2024 |
| Houvardas Trifon | Director | 1 | −17.6% (1) | 0% | 4 | −34.2% (4) | June 20, 2016 |
| Martindale Steven C. | Director | 4 | −18.5% (4) | 0% | 0 | — | March 13, 2019 |
| Barlas Irini | Director | 3 | −6.5% (3) | 33% | 0 | — | November 7, 2018 |
| Binnun Sharon | Chief Accounting Officer | 0 | — | — | 3 | −4.0% (2) | September 11, 2026 |
| Vattamattam Joseph | Director | 2 | +11.8% (2) | 100% | 1 | −58.0% (1) | April 24, 2020 |
| Walvekar Vijay | Director | 0 | — | — | 3 | −12.2% (3) | June 2, 2025 |
| Apostolou Panagiotis | Director | 1 | −13.9% (1) | 0% | 1 | −27.8% (1) | May 13, 2025 |
| Futura Circuits Corp. | 10% owner | 2 | — | — | 0 | — | February 15, 2023 |
| Moura Timothy | See Remarks | 1 | — | — | 1 | — | August 12, 2026 |
| Peiso Joseph R | Vice President of Compliance | 0 | — | — | 2 | −31.5% (2) | May 13, 2015 |
| Rohde Stephen L | CFO, Treasurer & Secretary | 1 | −28.5% (1) | 0% | 1 | −28.9% (1) | May 11, 2016 |
| Hyer Raymond T | 10% owner | 1 | — | — | 0 | — | November 14, 2022 |
| Neilson Paul | Vice President of Claims | 0 | — | — | 1 | −46.6% (1) | November 13, 2015 |
| Russell Melvin A Jr | See Remarks | 0 | — | — | 1 | −42.4% (1) | June 4, 2015 |
| Tira Tara K | 10% owner | 1 | +53.7% (1) | 100% | 0 | — | February 21, 2024 |
When several insiders traded Heritage Insurance Holdings, Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Heritage Insurance Holdings, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 7 buying crowds with six months of prices, it averaged +11.4% against the index. After 2 selling crowds, −23.6%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| August 31, 2026 | 3 selling | not yet | not yet | not yet |
| March 31, 2025 | 3 buying | +53.3% | +54.8% | +56.2% |
| December 29, 2023 | 2 buying | +58.1% | −18.7% | +60.7% |
| September 30, 2021 | 3 buying | −22.0% | +1.0% | −50.1% |
| March 29, 2019 | 2 buying | +1.7% | −3.0% | −18.9% |
| May 31, 2018 | 2 buying | −21.7% | −5.8% | −13.6% |
| August 31, 2017 | 6 buying | +51.7% | +41.7% | +11.2% |
| May 31, 2016 | 2 buying | +1.0% | +9.6% | −19.0% |
| November 30, 2015 | 4 selling | −7.6% | −41.4% | −40.8% |
| March 31, 2015 | 7 selling | +4.2% | −5.7% | −28.7% |
← Back to Heritage Insurance Holdings, Inc. · Funds · Politicians