Insider Trading January 22, 2026

Heritage Insurance CEO Disposes of $216,915 in Stock Amid Strong Company Earnings

Garateix reduces stake through pre-arranged plan as Heritage Insurance posts significant Q3 profit beats

By Marcus Reed HRTG
Heritage Insurance CEO Disposes of $216,915 in Stock Amid Strong Company Earnings
HRTG

Ernie J. Garateix, CEO of Heritage Insurance Holdings, divested over $216,000 worth of company shares on January 20, 2026, executing two sales under an established Rule 10b5-1 trading plan. The company recently reported robust third-quarter earnings surpassing expectations, sustaining its strong financial metrics and impressive stock performance over the past year.

Key Points

  • CEO Ernie Garateix executed sales of 8,334 shares under a pre-arranged Rule 10b5-1 trading plan on January 20, 2026, with proceeds totaling approximately $216,915.
  • Heritage Insurance has demonstrated solid financial health, reflected in a low P/E ratio of 5.34 and a 'GREAT' overall financial rating by InvestingPro.
  • The company’s third-quarter 2025 earnings substantially outperformed expectations, with EPS of $1.63 compared to the forecasted $0.47, signaling strong net income growth and successful expansion efforts.

On January 20, 2026, Ernie J. Garateix, the Chief Executive Officer of Heritage Insurance Holdings, Inc. (NYSE:HRTG), completed transactions selling 8,334 of the company's common stock shares valued at approximately $216,915. The sales comprised two separate trades at prices ranging from $26.02 to $26.67 per share.

The initial transaction saw 8,234 shares sold at $26.02 each, followed by a sale of 100 shares for $26.67 apiece. This activity took place at a time when the stock was trading slightly lower at $25.90, which InvestingPro's Fair Value analysis currently considers undervalued.

Post-sale, Garateix retains direct ownership of 1,128,504 shares in Heritage Insurance Holdings. These sales were effected under a Rule 10b5-1 trading program that Garateix adopted on June 13, 2025, allowing for pre-planned insider trading activities.

Despite the insider stock sale, Heritage Insurance continues to display strong financial fundamentals, with a price-to-earnings (P/E) ratio of 5.34 and an overall financial health score graded as "GREAT" by InvestingPro, which provides detailed research on more than 1,400 U.S. stocks including HRTG.

Separately, Heritage Insurance released its financial results for the third quarter of 2025, reporting earnings per share (EPS) of $1.63—substantially exceeding analyst forecasts, which had projected $0.47. This sizable earnings beat underscores considerable net income growth alongside ongoing strategic business expansion initiatives.

The robust quarterly performance reflects the company's effective management and strategic execution, attracting favorable analysis from market participants. These financial results signal a positive trajectory and reinforce Heritage Insurance’s strong standing within the insurance sector.

Investors and analysts remain attentive to Heritage Insurance's future financial developments and corporate strategies, given these promising indicators of sustained operational success and cost efficiency.

Risks

  • Insider selling, even when planned, may raise questions among investors about management's outlook, which could impact market perception in the insurance and financial services sectors.
  • The stock is currently trading slightly below recent insider sale prices and is deemed undervalued by InvestingPro’s Fair Value model, suggesting potential market uncertainty or volatility in share price.
  • While recent earnings have been strong, future operational or strategic challenges could affect Heritage Insurance's performance and thus its share valuation.

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