undamentalytics Newsletter

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.

No open-market insider trades reported in the last five years.

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%).

$0$20.0k$40.0k 201620182020202220242026 $43.3k$32.4k$22.5k
Copying Heritage Insurance Holdings, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Heritage Insurance Holdings, Inc.'s insiders from May 12, 2016, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 83% of the time.
Heritage Insurance Holdings, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest 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

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

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.

MonthCrowd3 months on, vs S&P 5006 months12 months
August 31, 20263 sellingnot yetnot yetnot yet
March 31, 20253 buying+53.3%+54.8%+56.2%
December 29, 20232 buying+58.1%−18.7%+60.7%
September 30, 20213 buying−22.0%+1.0%−50.1%
March 29, 20192 buying+1.7%−3.0%−18.9%
May 31, 20182 buying−21.7%−5.8%−13.6%
August 31, 20176 buying+51.7%+41.7%+11.2%
May 31, 20162 buying+1.0%+9.6%−19.0%
November 30, 20154 selling−7.6%−41.4%−40.8%
March 31, 20157 selling+4.2%−5.7%−28.7%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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