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sellWeak cluster of 310b5-1 plan

Kirk Lusk sold $327k of HRTG

Chief Financial Officer at Heritage Insurance Holdings, Inc.. 13,197 shares at an average of $24.77, traded Oct 1, 2025, filed Oct 3, 2025.

Warning score
32
Value
$327k
13,197 shares
Holdings after
585,559
-2% from before
From 52-week low
+154%
low $9.34, close $23.68
From 52-week high
-17%
high $28.40, as of Oct 1, 2025

Score components

  • Role
    CFO
    +22
  • Trade size
    $327k at market
    +15
  • Share of holdings sold
    Sold 2.2% of holdings
    0
  • Cluster
    3 insiders selling within 14 days
    +15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -4.3%, 3m +10.4%, 6m +6.0%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

HRTGOct 12, 2026 · close 35.38
Since filing Oct 3, 2025: +43.2%SPY +17.5% · excess +25.7%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001598665-25-000070, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Oct 1, 2025SOpen-market sale
Common Stock10b5-1
-9,397$24.61$231k589,359Oct 3, 2025
Oct 1, 2025SOpen-market sale
Common Stock10b5-1
-3,800$25.18$96k585,559Oct 3, 2025

Related signals

Other insiders at Heritage Insurance Holdings, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
25Weak
HRTGsell 310b5-1
Heritage Insurance Holdings, Inc.
Timothy E. Johns
See Remarks
$122k
3,500 shares
-14%
49Moderate
HRTGsell 3
Heritage Insurance Holdings, Inc.
Ernie J Garateix
Chief Executive Officer
$88k
2,500 shares
-0%
42Moderate
HRTGsell 3
Heritage Insurance Holdings, Inc.
Sharon Binnun
Chief Accounting Officer
$222k
6,565 shares
-8%
42Moderate
HRTGsell 2
Heritage Insurance Holdings, Inc.
Ernie J Garateix
Chief Executive Officer
$88k
2,500 shares
-0%
24Weak
HRTGsell 310b5-1
Heritage Insurance Holdings, Inc.
Sharon Binnun
Chief Accounting Officer
$312k
9,200 shares
-10%
55Moderate
HRTGsell 5
Heritage Insurance Holdings, Inc.
Ernie J Garateix
Chief Executive Officer
$349k
10,000 shares
-1%
25Weak
HRTGsell 510b5-1
Heritage Insurance Holdings, Inc.
Timothy E. Johns
See Remarks
$118k
3,500 shares
-12%
55Moderate
HRTGsell 5
Heritage Insurance Holdings, Inc.
Ernie J Garateix
Chief Executive Officer
$344k
10,000 shares
-1%
52Moderate
HRTGsell 5
Heritage Insurance Holdings, Inc.
Kirk Lusk
Chief Financial Officer
$342k
10,000 shares
-2%
48Moderate
HRTGsell 5
Heritage Insurance Holdings, Inc.
Timothy Moura
See Remarks
$491k
15,104 shares
-9%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Kirk Lusk sold $327k of HRTG | InsiderTell