Heritage Financial Company Insiders
HFWA Stock | USD 26.50 0.71 2.75% |
Heritage Financial employs about 749 people. The company is managed by 13 executives with a total tenure of roughly 16 years, averaging almost 1.0 years of service per executive, having 57.62 employees per reported executive. Analysis of Heritage Financial's management performance can provide insight into the company performance.
Brian Vance Chairman CEO and President Executive Director, Vice Chairman of Central Valley Bank, CEO of Heritage Bank and CEO of Central Valley Bank |
Jeffrey Deuel President Executive VP and President of Heritage Bank and COO of Heritage Bank |
Heritage Financial's Insider Buying Vs Selling
50
Selling | Buying |
Latest Trades
2024-11-07 | Tony Chalfant | Disposed 2975 @ 26.5 | View | ||
2023-12-11 | Frederick B Rivera | Acquired 600 @ 20.23 | View |
Monitoring Heritage Financial's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Heritage |
Heritage Financial's Workforce Through the Years
Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Heritage Financial's future performance. Based on our forecasts, it is anticipated that Heritage will maintain a workforce of about 750 employees by December 2024.Heritage Financial Management Team Effectiveness
The current year's Return On Tangible Assets is expected to grow to 0.01. The current year's Return On Capital Employed is expected to grow to 0.02. At present, Heritage Financial's Total Assets are projected to increase significantly based on the last few years of reporting. The current year's Non Current Assets Total is expected to grow to about 2.3 B, whereas Total Current Assets are forecasted to decline to about 603.6 M. Heritage Financial's management efficiency ratios could be used to measure how well Heritage Financial manages its routine affairs as well as how well it operates its assets and liabilities.The current year's Net Income Applicable To Common Shares is expected to grow to about 98.9 M, whereas Common Stock Shares Outstanding is forecasted to decline to about 20.1 M.
Heritage Financial Workforce Comparison
Heritage Financial is rated # 5 in number of employees category among its peers. The total workforce of Financials industry is currently estimated at about 6,346. Heritage Financial retains roughly 749 in number of employees claiming about 12% of equities under Financials industry.
Heritage Financial Profit Margins
The company has Profit Margin (PM) of 0.18 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.27 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.27.Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
---|---|---|---|---|---|---|---|---|---|
Net Profit Margin | 0.18 | 0.2578 |
|
| |||||
Operating Profit Margin | 0.33 | 0.3044 |
|
| |||||
Pretax Profit Margin | 0.33 | 0.3044 |
|
| |||||
Return On Assets | 0.0111 | 0.0086 |
|
| |||||
Return On Equity | 0.0919 | 0.0724 |
|
|
Heritage Financial Insider Trading History
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Heritage Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Heritage Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Heritage Financial insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total Shares Sold | |
---|---|---|---|---|---|
2024-06-01 | 1.375 | 22 | 16 | 56,502 | 30,434 |
2024-03-01 | 1.0566 | 56 | 53 | 112,318 | 46,259 |
2023-12-01 | 0.8333 | 5 | 6 | 1,707 | 1,213 |
2023-06-01 | 1.2857 | 27 | 21 | 59,885 | 30,860 |
2023-03-01 | 1.1404 | 65 | 57 | 111,638 | 49,084 |
2022-12-01 | 0.3636 | 4 | 11 | 5,548 | 16,478 |
2022-06-01 | 1.3684 | 26 | 19 | 45,755 | 33,137 |
2022-03-01 | 1.0303 | 34 | 33 | 57,250 | 24,589 |
2021-12-01 | 0.4 | 2 | 5 | 596.00 | 1,243 |
2021-06-01 | 1.0 | 21 | 21 | 38,355 | 49,980 |
2021-03-01 | 1.0 | 52 | 52 | 60,713 | 37,127 |
2020-12-01 | 0.3333 | 2 | 6 | 596.00 | 6,236 |
2020-09-01 | 0.4 | 2 | 5 | 423.00 | 522.00 |
2020-06-01 | 2.0 | 22 | 11 | 40,423 | 14,665 |
2020-03-01 | 1.04 | 52 | 50 | 83,148 | 44,374 |
2019-12-01 | 0.6667 | 2 | 3 | 5,296 | 19,626 |
2019-09-01 | 0.6 | 3 | 5 | 3,548 | 7,139 |
2019-06-01 | 1.5833 | 19 | 12 | 21,661 | 14,903 |
2019-03-01 | 0.8571 | 36 | 42 | 50,712 | 40,122 |
2018-12-01 | 0.2 | 1 | 5 | 1,000.00 | 17,326 |
2018-09-01 | 0.2 | 3 | 15 | 3,613 | 22,401 |
2018-06-01 | 1.1333 | 17 | 15 | 18,048 | 14,639 |
2018-03-01 | 1.4444 | 39 | 27 | 66,554 | 12,431 |
2017-06-01 | 1.0 | 8 | 8 | 9,336 | 17,043 |
2017-03-01 | 1.0769 | 14 | 13 | 30,090 | 16,904 |
2016-12-01 | 0.6667 | 6 | 9 | 6,511 | 11,212 |
2016-06-01 | 1.125 | 18 | 16 | 37,732 | 34,948 |
2016-03-01 | 1.2727 | 14 | 11 | 31,931 | 9,018 |
2015-12-01 | 0.3333 | 2 | 6 | 6,286 | 12,586 |
2015-09-01 | 0.3333 | 3 | 9 | 6,916 | 16,682 |
2015-06-01 | 1.1818 | 13 | 11 | 14,469 | 5,837 |
2015-03-01 | 0.8 | 8 | 10 | 27,469 | 9,880 |
2014-12-01 | 2.0 | 4 | 2 | 2,385 | 1,344 |
2014-09-01 | 4.4 | 22 | 5 | 59,837 | 6,417 |
2014-06-01 | 0.119 | 5 | 42 | 7,697 | 25,690 |
2014-03-01 | 0.25 | 1 | 4 | 5,865 | 1,502 |
2013-09-01 | 0.1667 | 1 | 6 | 1,500 | 10,929 |
2013-06-01 | 2.2857 | 16 | 7 | 40,344 | 2,150 |
2013-03-01 | 1.0 | 2 | 2 | 3,500 | 1,824 |
2012-12-01 | 0.125 | 1 | 8 | 1,500 | 17,822 |
2012-09-01 | 3.0 | 3 | 1 | 15,756 | 1,500 |
2012-06-01 | 4.0 | 20 | 5 | 36,598 | 12,746 |
2011-12-01 | 0.25 | 1 | 4 | 4,151 | 10,058 |
2011-06-01 | 1.0 | 1 | 1 | 5,000 | 4,587 |
2011-03-01 | 6.0 | 18 | 3 | 26,117 | 25,400 |
2010-12-01 | 3.0 | 6 | 2 | 33,500 | 13,984 |
2010-06-01 | 2.8333 | 17 | 6 | 25,902 | 25,104 |
2010-03-01 | 0.4118 | 7 | 17 | 16,063 | 82,403 |
2009-03-01 | 3.0 | 21 | 7 | 33,910 | 4,185 |
2008-03-01 | 1.1333 | 17 | 15 | 15,698 | 12,967 |
2007-09-01 | 1.2 | 6 | 5 | 4,498 | 3,998 |
2007-06-01 | 1.125 | 18 | 16 | 49,422 | 49,197 |
2007-03-01 | 0.7391 | 17 | 23 | 26,703 | 34,073 |
2006-12-01 | 0.4 | 2 | 5 | 4,830 | 25,355 |
2006-06-01 | 1.0 | 10 | 10 | 25,446 | 34,465 |
2006-03-01 | 0.5 | 10 | 20 | 8,930 | 26,801 |
2005-12-01 | 0.3333 | 1 | 3 | 945.00 | 2,745 |
2005-09-01 | 1.0 | 2 | 2 | 1,800 | 1,800 |
2005-06-01 | 0.8 | 4 | 5 | 4,900 | 4,400 |
2005-03-01 | 0.4762 | 10 | 21 | 16,425 | 27,012 |
2004-12-01 | 0.5455 | 6 | 11 | 30,820 | 34,157 |
2004-09-01 | 0.2857 | 2 | 7 | 900.00 | 5,400 |
2004-06-01 | 0.3667 | 11 | 30 | 11,000 | 9,000 |
2004-03-01 | 0.5833 | 7 | 12 | 39,172 | 44,181 |
2003-12-01 | 1.5 | 3 | 2 | 2,199 | 94,560 |
2003-09-01 | 0.4545 | 5 | 11 | 3,500 | 8,150 |
Heritage Financial Notable Stakeholders
A Heritage Financial stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Heritage Financial often face trade-offs trying to please all of them. Heritage Financial's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Heritage Financial's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Brian Vance | CEO and President Executive Director, Vice Chairman of Central Valley Bank, CEO of Heritage Bank and CEO of Central Valley Bank | Profile | |
Jeffrey Deuel | Executive VP and President of Heritage Bank and COO of Heritage Bank | Profile | |
Nicholas Bley | Executive President | Profile | |
Donald CPA | Executive CFO | Profile | |
William Glasby | Executive CTO | Profile | |
Bryan McDonald | Chief Lending Officer and Executive VP | Profile | |
Anthony Chalfant | Executive Officer | Profile | |
Kaylene Lahn | Senior Secretary | Profile | |
Cindy Hirman | Executive Bank | Profile | |
Cindy Huntley | Ex Bank | Profile | |
Sabrina Robison | Senior Officer | Profile | |
Kaylene CPA | Senior Secretary | Profile | |
Matthew Ray | Executive Officer | Profile |
About Heritage Financial Management Performance
The success or failure of an entity such as Heritage Financial often depends on how effective the management is. Heritage Financial management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Heritage management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Heritage management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last Reported | Projected for Next Year | ||
Return On Tangible Assets | 0.01 | 0.01 | |
Return On Capital Employed | 0.01 | 0.02 | |
Return On Assets | 0.01 | 0.01 | |
Return On Equity | 0.07 | 0.09 |
Please note, the presentation of Heritage Financial's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Heritage Financial's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Heritage Financial's management manipulating its earnings.
Heritage Financial Workforce Analysis
Traditionally, organizations such as Heritage Financial use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Heritage Financial within its industry.Heritage Financial Manpower Efficiency
Return on Heritage Financial Manpower
Revenue Per Employee | 319.8K | |
Revenue Per Executive | 18.4M | |
Net Income Per Employee | 82.4K | |
Net Income Per Executive | 4.8M |
Complementary Tools for Heritage Stock analysis
When running Heritage Financial's price analysis, check to measure Heritage Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Heritage Financial is operating at the current time. Most of Heritage Financial's value examination focuses on studying past and present price action to predict the probability of Heritage Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heritage Financial's price. Additionally, you may evaluate how the addition of Heritage Financial to your portfolios can decrease your overall portfolio volatility.
Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
Financial Widgets Easily integrated Macroaxis content with over 30 different plug-and-play financial widgets | |
Equity Valuation Check real value of public entities based on technical and fundamental data | |
Global Correlations Find global opportunities by holding instruments from different markets | |
CEOs Directory Screen CEOs from public companies around the world | |
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities |