Insider Chart Past 6 Months
Technical Chart
Filings by transaction date
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-880Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-920Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Performance Share UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-1,036Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-1,114Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:F - Payment of exercise price or tax liability, exercise or vesting of a security under Rule 16b-3# or value acquired/disposed of:-652Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:880Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:920Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:1,036Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:1,114Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:Hinson DonaldOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-666Price:$18.38
Filings by filing date
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-880Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-920Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Performance Share UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-1,036Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-1,114Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:F - Payment of exercise price or tax liability, exercise or vesting of a security under Rule 16b-3# or value acquired/disposed of:-652Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:880Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:920Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:1,036Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:McDonald BryanOwnership Type:Direct OwnershipSecurities:Common StockNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:1,114Price:$18.38
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Mar 15, 2024 (filed on Mar 18, 2024)Insider Name:Hinson DonaldOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-666Price:$18.38
News
Biz Brief
Sector: Financials | Industry: Banks |
See Regulatory Filings on SEC |
Company Contact | |
Address: | 201 Fifth Avenue S.W., P O Box 1578 OLYMPIA WA 98501 |
Tel: | N/A |
Website: | https://www.hf-wa.com |
IR: | See website |
Key People | ||
Jeffrey J. Deuel President, Chief Executive Officer, Director | Donald J. Hinson Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank | Tony W. Chalfant Executive Vice President and Chief Credit Officer of Heritage Financial Corporation and Heritage Bank |
Bryan D. McDonald Executive Vice President of Heritage Financial Corporation and President and Chief Operating Officer of Heritage Bank | Matthew T. Ray Executive Vice President and Chief Lending Officer of Heritage Bank |
Business Overview |
Heritage Financial Corporation is a bank holding company. The Company is primarily engaged in the business of planning, directing, and coordinating the business activities of its wholly owned subsidiary, Heritage Bank (the Bank). Its business consists primarily commercial lending and deposit relationships with small and medium-sized businesses and their owners in its market areas and attracting deposits from the general public. It also makes real estate construction and land development loans, consumer loans and residential real estate loans for sale or investment purposes on residential properties located primarily in its market. It offers a full range of products and services to customers for personal and business banking needs designed to attract both short-term and long-term deposits. It also offers investment advice through a wealth management department that provides objective advice from trusted advisers. The Bank conducts business from its approximately 50 branch offices. |
Financial Overview |
For the fiscal year ended 31 December 2023, Heritage Financial Corp interest income increased 25% to $284.5M. Net interest income after loan loss provision increased 2% to $225.6M. Net income decreased 25% to $61.8M. Net interest income after loan loss provision reflects interest income on financial instruments segment increase from $0K to $220.9M, Net Interest Margin, Total - % increase of 7% to 3.58%. |
Employees: | 764 as of Dec 31, 2023 |
Reporting Currency: | U.S. Dollars |
Enterprise value: | $611.54M as of Dec 31, 2023 |
Annual revenue (TTM): | $284.47M as of Dec 31, 2023 |
EBITDA (TTM): | $100.05M as of Dec 31, 2023 |
Net annual income (TTM): | $61.76M as of Dec 31, 2023 |
Free cash flow (TTM): | $68.33M as of Dec 31, 2023 |
Net Debt Last Fiscal Year: | N/A |
Shares outstanding: | 34,655,226 as of Mar 11, 2024 |
Index Membership: | S&P 600 Small Cap |
TTM: Trailing Twelve Months EBITDA: Earnings Before Interest, Taxes, Depreciation, & Amortization |