| |
| |
| Exchange: |
Nasdaq National Market |
| Security
Type: |
Common |
| Shares
Out: |
35,910,000 |
| Market
Cap: |
616.57(M) |
| Last
Volume: |
204,164 |
Avg
Vol: |
181,875 |
| 52
Week Range: |
$15.97 - $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 : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
|
|
|
|
|
| |
|
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.
|
|
|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
|
|
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. |
|
|
|
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.
|
|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
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 |
0 |
5,700 |
13,050 |
| Total Buy Value |
$0 |
$0 |
$97,802 |
$217,384 |
| Total People Bought |
0 |
0 |
2 |
3 |
| Total Buy Transactions |
0 |
0 |
3 |
6 |
| Total Shares Sold |
0 |
0 |
0 |
15,465 |
| Total Sell Value |
$0 |
$0 |
$0 |
$503,087 |
| Total People Sold |
0 |
0 |
0 |
5 |
| Total Sell Transactions |
0 |
0 |
0 |
6 |
| End Date |
2024-03-28 |
2023-12-26 |
2023-06-27 |
2022-06-27 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Cameron Edward D |
EVP and Corp Secretary |
• – – |
2007-11-01 |
4 |
B |
$21.60 |
$8,273 |
D/D |
383 |
12,308 |
2.74 |
- |
|
| Jensen Daryl D |
Director |
– • – |
2007-09-12 |
4 |
OE |
$11.67 |
$23,900 |
D/D |
2,048 |
129,484 |
|
- |
|
| Christensen Gary B |
Director |
– • – |
2007-08-23 |
4 |
B |
$23.21 |
$11,605 |
D/D |
500 |
33,504 |
2.39 |
- |
|
| Hinson Donald |
SVPand Chief Financial Officer |
• – – |
2007-08-22 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
2,850 |
|
- |
|
| Christensen Gary B |
Director |
– • – |
2007-08-13 |
4 |
B |
$23.32 |
$11,660 |
D/D |
500 |
33,004 |
2.39 |
- |
|
| Cameron Edward D |
EVPand Chief Financial Officer |
• – – |
2007-08-06 |
4 |
B |
$23.07 |
$9,228 |
D/D |
400 |
11,425 |
2.74 |
- |
|
| Weigand Philip S |
Director |
– • – |
2007-07-20 |
4 |
GD |
$23.62 |
$21,258 |
D/D |
900 |
111,516 |
|
- |
|
| Senna James P |
Director |
– • – |
2007-07-13 |
4 |
OE |
$20.10 |
$21,315 |
D/D |
1,050 |
84,625 |
|
- |
|
| Broadhead Michael |
President/Central Valley Bank |
• – – |
2007-06-20 |
4 |
A |
$0.00 |
$0 |
D/D |
850 |
41,178 |
|
- |
|
| Vance Brian L |
Director |
– • – |
2007-06-20 |
4 |
A |
$0.00 |
$0 |
D/D |
1,650 |
132,952 |
|
- |
|
| Patjens Gregory |
ExVicePres / Heritage Bank |
• – – |
2007-06-20 |
4 |
A |
$0.00 |
$0 |
D/D |
825 |
35,263 |
|
- |
|
| Cameron Edward D |
EVPand Chief Financial Officer |
• – – |
2007-06-20 |
4 |
A |
$0.00 |
$0 |
D/D |
500 |
11,925 |
|
- |
|
| Fluetsch Peter |
Director |
– • – |
2007-06-04 |
4 |
OE |
$20.10 |
$98,220 |
D/D |
4,700 |
29,480 |
|
- |
|
| Charneski Brian |
Director |
– • – |
2007-05-16 |
4 |
OE |
$7.62 |
$6,401 |
D/D |
840 |
19,110 |
|
- |
|
| Christensen Gary B |
Director |
– • – |
2007-05-08 |
4 |
OE |
$7.35 |
$8,322 |
D/D |
788 |
32,504 |
|
- |
|
| Vance Brian L |
President & CEO |
• • – |
2007-04-11 |
4 |
OE |
$8.04 |
$169,695 |
D/D |
17,430 |
129,302 |
|
- |
|
| Rhodes Donald V |
Chairman |
• – – |
2007-04-10 |
4 |
OE |
$8.04 |
$203,953 |
D/D |
21,839 |
380,079 |
|
- |
|
| Christensen Gary B |
Director |
– • – |
2007-03-12 |
4 |
B |
$24.79 |
$9,916 |
I/I |
400 |
400 |
2.1 |
- |
|
| Patjens Gregory |
officerTitle |
• – – |
2007-03-05 |
4 |
OE |
$8.04 |
$134,037 |
D/D |
13,913 |
34,438 |
|
- |
|
| Weigand Philip S |
Director |
– • – |
2007-03-01 |
4 |
OE |
$7.44 |
$10,588 |
D/D |
1,260 |
112,416 |
|
- |
|
| Senna James P |
Director |
– • – |
2007-02-28 |
4 |
OE |
$7.44 |
$104,151 |
D/D |
7,245 |
83,575 |
|
- |
|
| Vance Brian L |
Director |
– • – |
2007-02-19 |
4 |
S |
$24.50 |
$128,625 |
D/D |
(5,250) |
111,872 |
|
- |
|
| Christensen Gary B |
Director |
– • – |
2007-02-14 |
4 |
OE |
$7.35 |
$2,687 |
D/D |
315 |
31,716 |
|
- |
|
| Broadhead Michael |
President/Central Valley Bank |
• – – |
2007-01-04 |
4 |
OE |
$8.57 |
$44,050 |
D/D |
4,830 |
42,953 |
|
- |
|
| Ellwanger Kimberly T |
Director |
– • – |
2006-12-26 |
5 |
B |
$24.86 |
$24,860 |
D/D |
1,000 |
5,000 |
|
- |
|
857 Records found
|
|
Page 31 of 35 |
|
|
0.33 (1.96%) 
