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

2024-11-07Tony ChalfantDisposed 2975 @ 26.5View
2023-12-11Frederick B RiveraAcquired 600 @ 20.23View
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.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Heritage Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.
For information on how to trade Heritage Stock refer to our How to Trade Heritage Stock guide.

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.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

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 ValueLast YearChange From Last Year 10 Year Trend
Net Profit Margin0.180.2578
Way Down
Slightly volatile
Operating Profit Margin0.330.3044
Significantly Up
Slightly volatile
Pretax Profit Margin0.330.3044
Significantly Up
Slightly volatile
Return On Assets0.01110.0086
Significantly Up
Slightly volatile
Return On Equity0.09190.0724
Significantly Up
Slightly volatile

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.
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal 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 VanceCEO and President Executive Director, Vice Chairman of Central Valley Bank, CEO of Heritage Bank and CEO of Central Valley BankProfile
Jeffrey DeuelExecutive VP and President of Heritage Bank and COO of Heritage BankProfile
Nicholas BleyExecutive PresidentProfile
Donald CPAExecutive CFOProfile
William GlasbyExecutive CTOProfile
Bryan McDonaldChief Lending Officer and Executive VPProfile
Anthony ChalfantExecutive OfficerProfile
Kaylene LahnSenior SecretaryProfile
Cindy HirmanExecutive BankProfile
Cindy HuntleyEx BankProfile
Sabrina RobisonSenior OfficerProfile
Kaylene CPASenior SecretaryProfile
Matthew RayExecutive OfficerProfile

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 ReportedProjected 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 Employee319.8K
Revenue Per Executive18.4M
Net Income Per Employee82.4K
Net Income Per Executive4.8M

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