| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
35,910,000 |
| Market
Cap: |
675.83(M) |
| Last
Volume: |
108,278 |
Avg
Vol: |
183,284 |
| 52
Week Range: |
$15.26 - $22.04 |
|
| Level
I Sector: |
Financials |
| Level
II Sector: |
Banking |
| Level
III Sector: |
Savings & Loans |
|
Member Indexes:
|
| |
NASDAQ BANK |
|
NASDAQ COMPOSITE |
| |
NASDAQ NNM COMPOSITE |
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : 4.4 |
| Insider 3/6 Months : 5 |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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|
Company Profile Heritage Financial is a bank holding company. Co. is primarily engaged in the business of planning, directing, and coordinating the business activities of its wholly owned subsidiary, Heritage Bank (the Bank). Co.'s business consists primarily of commercial lending and deposit relationships with small and medium sized businesses and their owners in its market areas, and accepting deposits from the general public. Co. also makes real estate construction and land development loans and consumer loans. The Bank also originates for sale or investment purposes residential real estate loans on residential properties located primarily in Co.'s market.
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|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
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|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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|
3m +/-:
|
|
|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
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|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
700 |
6,300 |
13,050 |
| Total Buy Value |
$0 |
$14,302 |
$107,606 |
$217,384 |
| Total People Bought |
0 |
1 |
2 |
3 |
| Total Buy Transactions |
0 |
2 |
4 |
6 |
| Total Shares Sold |
0 |
0 |
0 |
20,935 |
| Total Sell Value |
$0 |
$0 |
$0 |
$644,368 |
| Total People Sold |
0 |
0 |
0 |
5 |
| Total Sell Transactions |
0 |
0 |
0 |
7 |
| End Date |
2024-02-08 |
2023-11-07 |
2023-05-09 |
2022-05-09 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Vance Brian L |
Director |
– • – |
2021-03-15 |
4 |
D |
$29.66 |
$37,401 |
D/D |
(1,261) |
108,487 |
|
- |
|
| Vance Brian L |
Director |
– • – |
2021-03-15 |
4 |
OE |
$29.66 |
$153,757 |
D/D |
5,184 |
109,748 |
|
- |
|
| Mcdonald Bryan |
EVP and COO |
• – – |
2021-03-15 |
4 |
D |
$29.66 |
$15,156 |
D/D |
(511) |
15,739 |
|
- |
|
| Mcdonald Bryan |
EVP and COO |
• – – |
2021-03-15 |
4 |
OE |
$29.66 |
$75,722 |
D/D |
2,553 |
16,250 |
|
- |
|
| Chalfant Tony |
EVP Chief Credit Officer |
• – – |
2021-03-15 |
4 |
D |
$29.66 |
$7,682 |
D/D |
(259) |
18,771 |
|
- |
|
| Chalfant Tony |
EVP Chief Credit Officer |
• – – |
2021-03-15 |
4 |
OE |
$29.66 |
$37,965 |
D/D |
1,280 |
19,030 |
|
- |
|
| Charneski Brian |
Director |
– • – |
2021-03-15 |
4 |
S |
$29.69 |
$98,706 |
I/I |
(3,325) |
10,675 |
|
23% |
|
| Robison Sabrina C |
SVP Chief HR Officer |
• – – |
2021-03-15 |
4 |
D |
$29.66 |
$11,034 |
D/D |
(372) |
22,148 |
|
- |
|
| Robison Sabrina C |
SVP Chief HR Officer |
• – – |
2021-03-15 |
4 |
OE |
$29.66 |
$42,799 |
D/D |
1,443 |
22,520 |
|
- |
|
| Lyon Jeffrey S |
Director |
– • – |
2021-03-12 |
4 |
GD |
$0.00 |
$0 |
I/I |
2,850 |
0 |
|
- |
|
| Charneski Brian |
Director |
– • – |
2021-03-09 |
4 |
S |
$29.62 |
$59,240 |
I/I |
(2,000) |
12,000 |
|
24% |
|
| Chalfant Tony |
EVP Chief Credit Officer |
• – – |
2021-01-15 |
4 |
D |
$25.95 |
$4,204 |
D/D |
(162) |
17,750 |
|
- |
|
| Chalfant Tony |
EVP Chief Credit Officer |
• – – |
2021-01-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
701 |
17,912 |
|
- |
|
| Huntley Cindy M |
EVP Director of Retail Banking |
• – – |
2020-12-15 |
4 |
D |
$24.17 |
$1,668 |
D/D |
(69) |
19,305 |
|
- |
|
| Huntley Cindy M |
EVP Director of Retail Banking |
• – – |
2020-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
331 |
19,374 |
|
- |
|
| Glasby William |
EVP Chief Techonology Officer |
• – – |
2020-12-15 |
4 |
D |
$24.17 |
$1,329 |
D/D |
(55) |
1,491 |
|
- |
|
| Glasby William |
EVP Chief Techonology Officer |
• – – |
2020-12-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
265 |
1,546 |
|
- |
|
| Clees John A |
Director |
– • – |
2020-11-27 |
4 |
GD |
$0.00 |
$0 |
D/D |
1,000 |
46,468 |
|
- |
|
| Vance Brian L |
Director |
– • – |
2020-11-11 |
4 |
S |
$23.79 |
$107,423 |
D/D |
(4,516) |
104,564 |
|
-15% |
|
| Gahler Steven A |
EVP Chief Marketing Officer |
• – – |
2020-09-15 |
4 |
D |
$19.86 |
$1,629 |
D/D |
(82) |
229 |
|
- |
|
| Gahler Steven A |
EVP Chief Marketing Officer |
• – – |
2020-09-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
311 |
311 |
|
- |
|
| Glasby William |
EVP Chief Techonology Officer |
• – – |
2020-09-15 |
4 |
D |
$19.86 |
$338 |
D/D |
(17) |
1,281 |
|
- |
|
| Glasby William |
EVP Chief Techonology Officer |
• – – |
2020-09-15 |
4 |
OE |
$0.00 |
$0 |
D/D |
112 |
1,298 |
|
- |
|
| Chalfant Tony |
EVP Chief Credit OfficerOffice |
• – – |
2020-07-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
17,211 |
|
25% |
|
| Miller Gragg E |
Director |
– • – |
2020-05-14 |
4 |
B |
$15.38 |
$15,380 |
D/D |
1,000 |
21,246 |
2.39 |
13% |
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568 Records found
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Page 7 of 23 |
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0.10 (0.53%) 
