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buyNotable cluster of 3

Ernie J Garateix bought $200k of HRTG

Chief Executive Officer at Heritage Insurance Holdings, Inc.. 27,247 shares at an average of $7.34, traded Dec 14, 2023, filed Dec 15, 2023.

Conviction score
66
Value
$200k
27,247 shares
Holdings after
859,337
+3% from before
From 52-week low
+356%
low $1.61, close $7.34
From 52-week high
-25%
high $9.75, as of Dec 14, 2023

Score components

  • Role
    CEO
    +25
  • Trade size
    $200k at market
    +12
  • Relative to holdings
    Holdings up 3.3%
    0
  • Price context
    25% below the 52-week high
    +4
  • Cluster
    3 insiders buying within 14 days
    +15
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Median 6-month excess return +71% over 3 past buys
    +10

What happened after comparable buys

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 -6.1%, 3m +26.1%, 6m +16.1%.

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 Dec 15, 2023: +443.5%SPY +71.2% · excess +372.3%

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 0000950170-23-070771, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Dec 14, 2023POpen-market purchase
Common Stock
+27,247$7.34$200k859,337Dec 15, 2023

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.

Ernie J Garateix bought $200k of HRTG | InsiderTell