A business in context

HRTG research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-20 · 8029 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-09-18 · 0001469998-26-000012

  2. 4 · Ownership change

    Report date 2026-09-14 · 0001607776-26-000020

  3. 4 · Ownership change

    Report date 2026-09-09 · 0001639407-26-000020

  4. 4 · Ownership change

    Report date 2026-09-03 · 0001607776-26-000018

  5. 4 · Ownership change

    Report date 2026-09-01 · 0001639407-26-000018

  6. 4 · Ownership change

    Report date 2026-08-24 · 0001607776-26-000016

  7. 4 · Ownership change

    Report date 2026-08-19 · 0001469998-26-000010

  8. 4 · Ownership change

    Report date 2026-08-17 · 0001730226-26-000006

  9. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001193125-26-339815

  10. 8-K · Current report

    Report date 2026-08-05 · 0001193125-26-335334 · Items 2.02,9.01

  11. 8-K · Current report

    Report date 2026-06-10 · 0001193125-26-267535 · Items 5.07

  12. 8-K · Current report

    Report date 2026-05-28 · 0001193125-26-245800 · Items 8.01,9.01

  13. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001193125-26-214067

  14. 8-K · Current report

    Report date 2026-05-07 · 0001193125-26-212120 · Items 2.02,9.01

  15. DEF 14A · Proxy statement

    Report date 2026-06-10 · 0001193125-26-197339

  16. 10-K/A · Annual report

    Report date 2025-12-31 · 0001193125-26-115451

  17. 10-K · Annual report

    Report date 2025-12-31 · 0001193125-26-103715

  18. 8-K · Current report

    Report date 2025-03-09 · 0001193125-26-097583 · Items 2.02,9.01

  19. 8-K · Current report

    Report date 2026-02-23 · 0001193125-26-064300 · Items 2.02,7.01,9.01

  20. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001598665-25-000076

  21. 8-K · Current report

    Report date 2025-11-05 · 0001193125-25-267080 · Items 2.02,9.01

  22. 8-K · Current report

    Report date 2025-09-23 · 0001193125-25-217491 · Items 5.02

  23. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001598665-25-000058

  24. 8-K · Current report

    Report date 2025-08-05 · 0001193125-25-173549 · Items 2.02,9.01

  25. 8-K · Current report

    Report date 2025-07-22 · 0001193125-25-164405 · Items 1.01,2.03,9.01

  26. 8-K · Current report

    Report date 2025-06-10 · 0001193125-25-139195 · Items 5.07,8.01

  27. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001598665-25-000027

  28. 8-K · Current report

    Report date 2025-05-08 · 0001193125-25-116055 · Items 8.01,9.01

  29. 8-K · Current report

    Report date 2025-05-06 · 0001193125-25-113895 · Items 2.02,9.01

  30. DEF 14A · Proxy statement

    Report date 2025-06-10 · 0001193125-25-096953

  31. 10-K/A · Annual report

    Report date 2024-12-31 · 0001598665-25-000024

  32. 10-K · Annual report

    Report date 2024-12-31 · 0001598665-25-000009

  33. 8-K · Current report

    Report date 2025-03-11 · 0001193125-25-052029 · Items 2.02,9.01

  34. 8-K · Current report

    Report date 2025-01-29 · 0001193125-25-015787 · Items 2.02,9.01

  35. SC 13G · Ownership disclosure

    0002012383-24-003673

  36. 10-Q · Quarterly report

    Report date 2024-09-30 · 0001598665-24-000014

  37. 8-K · Current report

    Report date 2024-11-06 · 0001193125-24-252373 · Items 2.02,9.01

  38. SC 13G · Ownership disclosure

    0002012383-24-002220

  39. 8-K · Current report

    Report date 2024-10-22 · 0001193125-24-241445 · Items 2.02,9.01

  40. 10-Q · Quarterly report

    Report date 2024-06-30 · 0001598665-24-000008

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-15 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 13 transaction rows13SGrant / award: 0 transaction rows0AExercise / conversion: 0 transaction rows0MTax / exercise payment: 0 transaction rows0FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

13 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-09-18
2026-09-22
JOHNS TIMOTHY E
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3500.034.74
2026-09-14
2026-09-16
Garateix Ernie JS · Sale
Disposed
Common Stock2500.035.25
2026-09-09
2026-09-11
Binnun SharonS · Sale
Disposed
Common Stock6565.033.82
2026-09-03
2026-09-08
Garateix Ernie JS · Sale
Disposed
Common Stock2500.035.1
2026-09-01
2026-09-03
Binnun Sharon
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock9200.033.91
2026-08-24
2026-08-26
Garateix Ernie JS · Sale
Disposed
Common Stock10000.034.88
2026-08-19
2026-08-21
JOHNS TIMOTHY E
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock3500.033.68
2026-08-18
2026-08-19
Garateix Ernie JS · Sale
Disposed
Common Stock5000.034.55
2026-08-17
2026-08-19
Lusk KirkS · Sale
Disposed
Common Stock10000.034.16
2026-08-17
2026-08-19
Garateix Ernie JS · Sale
Disposed
Common Stock5000.034.31
2026-08-10
2026-08-12
Moura TimothyS · Sale
Disposed
Common Stock15104.032.49
2026-08-03
2026-08-05
Binnun Sharon
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock9200.030.03
2026-07-01
2026-07-02
Binnun Sharon
10b5-1 checkbox reported
S · Sale
Disposed
Common Stock9200.026.58

Identity & relationships

Wikidata structured data · retrieved 2026-10-15 · 1663 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001598665Heritage Insurance Holdings, Inc.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-15 · 1199 checked identities; 0 unavailable records

Search names and former names
  • Heritage Insurance Holdings, LLC · former SEC name · 2014-02-13 to 2014-05-20

Revenue in constant purchasing power

USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

Year endedReported USD revenueCPI-adjusted USD revenue
2024-12-31$816.99M$877.52M
2023-12-31$735.50M$813.26M
2022-12-31$662.46M$762.58M
2021-12-31$631.56M$785.19M
2020-12-31$593.38M$772.51M
2019-12-31$511.31M$673.83M
2018-12-31$480.17M$644.28M
2017-12-31$406.62M$558.93M

Bureau of Labor Statistics · retrieved 2026-10-20 · 9 selected series; gaps remain missing

Explore the CPI history ↗