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Heritage Financial Corporation (HFWA)
USD30.10
+0.49 (+1.65%)
US NASDAQ Financial Services Banks - Regional
Address
201 Fifth Avenue SW 98501
Olympia, WA, US
Olympia, WA, US
CEO
Bryan D. McDonald
Website
hf-wa.com
IPO
1998-05-07
CIK 1046025 ISIN US42722X1063
Description
Heritage Financial Corporation operates as the parent company for Heritage Bank, providing a comprehensive range of financial services to individuals and small to mid-sized businesses throughout the United States. The company's deposit offerings include various checking accounts (both interest and non-interest bearing), money market accounts, savings accounts, and certificates of deposit. Its extensive lending portfolio encompasses commercial and industrial financing, real estate loans for both owner-occupied and investment properties, residential mortgages for single to four-family dwellings, and funding for construction and land development projects. Additionally, it extends consumer loans, lines of credit, equipment financing, and commercial business loans to a wide array of sectors such as real estate, leasing, healthcare, hospitality, retail, and construction. Heritage Financial also originates loans backed by the U.S. Small Business Administration and delivers trust services along with professional financial guidance. As of January 27, 2022, the corporation managed 49 banking locations situated across Washington and Oregon. Established in 1927 and headquartered in Olympia, Washington, the company adopted its current name in 1998, having previously operated as Heritage Financial Corporation, M.H.C.
Market Cap & Enterprise Value
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD30.10
+0.49 (+1.65%)
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Volume Profile
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Liquidity & share structure
Average Volume
282.9K
Beta
0.51
Float Shares
33.43M
Free Float %
98.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.33% | -0.11% | -0.98% | +3.18% | +13.83% | +15.22% | +16.55% | +63.47% | -7.25% | +49.23% | +127.27% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (14 ratings, all time)
Buy
Price Targets & DCF
Current price
30.10
Low
30.00
-0.3%
Consensus
31.33
+4.1%
Median
32.00
+6.3%
High
32.00
+6.3%
DCF (Unlevered)
147.17
+389.0%
DCF (Levered)
27.49
-8.7%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
33% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
32.00
+6.3%
|
| Last Year | 5 |
31.60
+5.0%
|
| All Time | 6 |
30.67
+1.9%
|
Quality scores
Altman Z-Score
1.18
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
-
Revenue growth+5.9% Q1'26: +22.3% (vs Q1'25)
-
EPS growth+58.1% Q1'26: +20.0% (vs Q1'25)
-
FCF margin— Q1'26: +12.7% (vs Q1'25)
-
EBIT margin— Q1'26: +22.5% (vs Q1'25)
-
ROIC— Q1'26: +129.1% (vs Q1'25)
-
Share dilution-1.4% Q1'26: +13.3% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 0.47× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2000 actual |
Dec 2001 actual |
Dec 2003 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 5 EPS Ana. |
Dec 2027 4 Rev. Ana. 5 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
48.43M
est: 27.62M (+75.3%)
|
51.12M
est: 29.09M (+75.7%)
|
44.32M
est: 35.31M (+25.5%)
|
63.19M
est: 47.16M (+34.0%)
|
70.96M
est: 44.46M (+59.6%)
|
65.77M
est: 127.62M (-48.5%)
|
69.05M
est: 44.78M (+54.2%)
|
79.77M
est: 109.20M (-27.0%)
|
80.64M
est: 93.00M (-13.3%)
|
137.53M
est: 129.73M (+6.0%)
|
168.01M
est: 161.70M (+3.9%)
|
170.13M
est: 163.85M (+3.8%)
|
183.29M
est: 172.89M (+6.0%)
|
231.02M
est: 218.15M (+5.9%)
|
250.31M
est: 232.16M (+7.8%)
|
251.55M
est: 232.28M (+8.3%)
|
247.45M
est: 238.22M (+3.9%)
|
257.05M
est: 247.61M (+3.8%)
|
303.13M
est: 214.40M (+41.4%)
|
317.19M
est: 230.51M (+37.6%)
|
335.97M
est: 252.31M (+33.2%)
|
342.04M
339.50M – 346.43M
+35.6% YoY
|
370.60M
368.82M – 373.14M
+8.3% YoY
|
| EBITDA |
11.18M
est: 8.04M (+39.0%)
|
13.04M
est: 27.71M (-52.9%)
|
15.50M
est: 21.62M (-28.3%)
|
17.61M
est: 39.73M (-55.7%)
|
17.71M
est: 42.50M (-58.3%)
|
10.57M
est: 36.56M (-71.1%)
|
22.06M
est: 33.14M (-33.4%)
|
11.78M
est: 21.09M (-44.2%)
|
20.12M
est: 27.02M (-25.5%)
|
42.72M
est: 47.19M (-9.5%)
|
67.37M
est: 70.35M (-4.2%)
|
66.85M
est: 69.67M (-4.0%)
|
72.14M
est: 72.88M (-1.0%)
|
85.74M
est: 105.60M (-18.8%)
|
99.16M
est: 115.65M (-14.3%)
|
53.09M
est: 56.10M (-5.4%)
|
101.88M
est: 87.34M (+16.6%)
|
102.53M
est: 78.64M (+30.4%)
|
78.52M
est: 63.53M (+23.6%)
|
55.49M
est: 68.31M (-18.8%)
|
79.64M
est: 74.77M (+6.5%)
|
101.35M
100.60M – 102.65M
+35.6% YoY
|
109.82M
109.29M – 110.57M
+8.3% YoY
|
| EBIT |
8.92M
est: 8.24M (+8.3%)
|
10.74M
est: 8.67M (+23.8%)
|
13.63M
est: 10.53M (+29.5%)
|
15.92M
est: 14.06M (+13.3%)
|
16.10M
est: 13.25M (+21.4%)
|
9.33M
est: 38.05M (-75.5%)
|
19.79M
est: 13.35M (+48.3%)
|
9.15M
est: 32.55M (-71.9%)
|
14.17M
est: 27.73M (-48.9%)
|
27.92M
est: 38.67M (-27.8%)
|
51.31M
est: 48.20M (+6.4%)
|
52.72M
est: 48.84M (+7.9%)
|
60.15M
est: 51.54M (+16.7%)
|
64.30M
est: 65.03M (-1.1%)
|
81.05M
est: 69.21M (+17.1%)
|
53.18M
est: 69.25M (-23.2%)
|
120.26M
est: 71.01M (+69.3%)
|
99.44M
est: 73.81M (+34.7%)
|
72.92M
est: 64.78M (+12.6%)
|
52.26M
est: 69.65M (-25.0%)
|
77.79M
est: 76.23M (+2.0%)
|
103.34M
102.58M – 104.67M
+35.6% YoY
|
111.97M
111.43M – 112.74M
+8.3% YoY
|
| Net Income |
5.97M
est: 5.67M (+5.3%)
|
6.96M
est: 5.92M (+17.6%)
|
8.90M
est: 8.43M (+5.7%)
|
10.55M
est: 11.28M (-6.5%)
|
10.71M
est: 10.46M (+2.4%)
|
6.35M
est: 7.09M (-10.5%)
|
13.35M
est: 12.95M (+3.1%)
|
6.52M
est: 7.31M (-10.9%)
|
9.58M
est: 10.41M (-8.0%)
|
21.01M
est: 20.37M (+3.1%)
|
37.49M
est: 35.85M (+4.6%)
|
38.92M
est: 37.17M (+4.7%)
|
41.79M
est: 37.85M (+10.4%)
|
53.06M
est: 62.04M (-14.5%)
|
67.56M
est: 70.11M (-3.6%)
|
46.57M
est: 23.22M (+100.6%)
|
98.04M
est: 78.36M (+25.1%)
|
81.88M
est: 64.33M (+27.3%)
|
61.76M
est: 44.36M (+39.2%)
|
43.26M
est: 46.37M (-6.7%)
|
67.53M
est: 64.42M (+4.8%)
|
71.06M
68.10M – 74.02M
+10.3% YoY
|
97.02M
92.73M – 101.32M
+36.5% YoY
|
| SGA |
10.51M
est: 9.98M (+5.3%)
|
10.69M
est: 9.39M (+13.8%)
|
12.06M
est: 11.45M (+5.4%)
|
15.00M
est: 16.27M (-7.8%)
|
17.22M
est: 14.97M (+15.0%)
|
17.39M
est: 24.65M (-29.4%)
|
24.97M
est: 31.04M (-19.6%)
|
32.66M
est: 38.45M (-15.1%)
|
39.02M
est: 47.25M (-17.4%)
|
66.10M
est: 62.66M (+5.5%)
|
70.95M
est: 67.88M (+4.5%)
|
73.17M
est: 70.22M (+4.2%)
|
76.82M
est: 69.99M (+9.8%)
|
101.43M
est: 120.61M (-15.9%)
|
104.80M
est: 104.90M (-0.1%)
|
93.00M
est: 129.19M (-28.0%)
|
93.01M
est: 89.19M (+4.3%)
|
95.75M
est: 90.34M (+6.0%)
|
105.33M
est: 76.34M (+38.0%)
|
102.78M
est: 82.08M (+25.2%)
|
121.13M
est: 89.84M (+34.8%)
|
121.79M
120.89M – 123.36M
+35.6% YoY
|
131.96M
131.33M – 132.87M
+8.3% YoY
|
| EPS |
0.63
est: 0.56 (+12.5%)
|
0.83
est: 0.67 (+23.9%)
|
1.30
est: 1.17 (+11.1%)
|
1.65
est: 1.85 (-10.8%)
|
1.63
est: 1.55 (+5.2%)
|
0.93
est: 2.04 (-54.3%)
|
1.05
est: 0.49 (+114.3%)
|
0.42
est: 0.64 (-34.4%)
|
0.61
est: 0.97 (-37.1%)
|
0.82
est: 0.88 (-6.8%)
|
1.25
est: 1.23 (+1.8%)
|
1.30
est: 1.30 (-0.1%)
|
1.29
est: 1.43 (-9.5%)
|
1.49
est: 1.51 (-1.0%)
|
1.84
est: 1.82 (+1.0%)
|
1.29
est: 1.09 (+18.9%)
|
2.75
est: 2.64 (+4.2%)
|
2.33
est: 2.31 (+0.9%)
|
1.76
est: 1.27 (+38.2%)
|
1.26
est: 1.35 (-6.8%)
|
1.99
est: 1.88 (+6.0%)
|
2.06
1.98 – 2.15
+9.6% YoY
|
2.80
2.70 – 2.94
+35.9% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | Piper Sandler | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-13 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-12 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
87.84M
OE per share TTM
2.49
Owner's Yield
8.33%
Maintenance CapEx ratio
19.93%
Maint CapEx / Avg PPE
28.1%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
183
Total invested
849.89M
Insider transactions (90d)
10
Beneficial owners (>5%)
20
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 5.16M | 14.70% | 5.08M | — | 5.16M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 2.12M | 6.04% | — | 32.3K | 2.06M | 59.5K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 3 | 30-0447847 | 2.03M | 5.90% | 1.97M | — | 2.03M | — | IA | Delaware | 2024-10-31 | ↗ |
| 4 | 13-4064930 | 1.99M | 5.70% | 1.81M | — | 1.99M | — | IA | Delaware | 2024-02-14 | ↗ |
| 5 | 47-0875103 | 1.91M | 6.39% | 1.91M | — | 1.91M | — | IA | U.S.A. | 2017-02-10 | ↗ |
| 6 | (. | 1.84M | 6.15% | 1.75M | — | 1.84M | — | IA | Delaware | 2018-02-09 | ↗ |
| 7 | APG Asset Management N.V. | 1.69M | 5.60% | 1.69M | — | 1.69M | — | CO | Kingdom Nerlands | 2015-01-30 | ↗ |
| 8 | APG Asset Management US Inc. | 1.69M | 5.60% | 1.69M | — | 1.69M | — | CO | United States America | 2015-01-30 | ↗ |
| 9 | APG Group | 1.69M | 5.60% | 1.69M | — | 1.69M | — | CO | Kingdom Nerlands | 2015-01-30 | ↗ |
| 10 | STICHTING PENSIOENSFONDS ABP | 1.69M | 5.60% | 1.69M | — | 1.69M | — | OO | United States America | 2015-01-30 | ↗ |
| 11 | Stichting Pensioenfonds ABP | 1.65M | 5.40% | 1.65M | — | 1.65M | — | FI | United States America | 2014-12-01 | ↗ |
| 12 | 52-0556948 | 1.43M | 4.00% | 394.5K | — | 1.43M | — | IA | Maryland | 2022-02-14 | ↗ |
| 13 | 2 | 1.42M | 4.73% | 1.42M | — | 1.42M | — | IA | U.S.A. | 2017-02-10 | ↗ |
| 14 | Investment Counselors of Maryland, LLC | 1.17M | 3.85% | 654.8K | 511.5K | 1.17M | — | IA | Delaware | 2015-02-10 | ↗ |
| 15 | 2. | 956.8K | 3.16% | 956.8K | — | 956.8K | — | IC | of 5 Pages | 2015-02-11 | ↗ |
| 16 | Mark Lee | 806.4K | 5.30% | 108.1K | — | 806.4K | — | HC, IN | Delaware | 2013-02-14 | ↗ |
| 17 | STITCHING PENSIOENFONDS ABP | 698.3K | 4.60% | 698.3K | — | 698.3K | — | OO | United States America | 2013-02-12 | ↗ |
| 18 | 13G/A | 462.0K | 1.50% | — | 462.0K | — | 462.0K | HC, IN | Delaware | 2017-02-10 | ↗ |
| 19 | 73-1597141 | 462.0K | 1.50% | — | 462.0K | — | 462.0K | IA, OO | Delaware | 2017-02-10 | ↗ |
| 20 | 04-2683227 | — | 0.00% | — | — | — | — | IA | Massachusetts | 2014-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
183
+10 vs prev Q
New positions
25
Closed positions
15
Increased
107
Reduced
45
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | EP WEALTH ADVISORS, LLC | 16.3K +16.3K (+100.0%) | 384.57M +384.6M (+100.0%) | 0.05% +0.048 pp | 0.00% +0.002 pp | USD23.65 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 4.91M +185.8K (+3.9%) | 116.19M +1.8M (+1.6%) | 14.47% +0.580 pp | 0.00% +0.000 pp | USD21.86 +8.2% | 6 qtrs — |
| 3 | JENNISON ASSOCIATES LLC | 3.11M +27.1K (+0.9%) | 73.48M -1.0M (-1.4%) | 9.15% +0.101 pp | 0.04% +0.001 pp | USD21.87 +8.1% | 8 qtrs — |
| 4 | VICTORY CAPITAL MANAGEMENT INC | 2.44M -190.6K (-7.3%) | 57.60M -5.9M (-9.3%) | 7.17% -0.544 pp | 0.03% -0.005 pp | USD24.15 -2.1% | 5 qtrs — |
| 5 | VANGUARD GROUP INC | 2.41M +45.4K (+1.9%) | 57.05M -203.9K (-0.4%) | 7.10% +0.150 pp | 0.00% +0.000 pp | USD24.46 -3.3% | 84 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.98M -49.7K (-2.4%) | 46.79M -2.3M (-4.6%) | 5.83% -0.132 pp | 0.01% -0.001 pp | USD21.05 +12.4% | 51 qtrs — |
| 7 | STATE STREET CORP | 1.57M +48.8K (+3.2%) | 37.21M +330.0K (+0.9%) | 4.63% +0.154 pp | 0.00% +0.000 pp | USD24.79 -4.6% | 51 qtrs — |
| 8 | ALLIANCEBERNSTEIN L.P. | 1.31M -37.2K (-2.8%) | 30.91M -1.6M (-4.9%) | 3.85% -0.100 pp | 0.01% -0.001 pp | USD25.36 -6.7% | 61 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 842.6K +4.2K (+0.5%) | 19.93M -353.1K (-1.7%) | 2.48% +0.018 pp | 0.00% 0.000 pp | USD23.81 -0.7% | 64 qtrs — |
| 10 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 607.1K +376.4K (+163.1%) | 14.36M +8.8M (+157.2%) | 1.79% +1.110 pp | 0.58% +0.352 pp | USD25.30 -6.5% | 32 qtrs — |
| 11 | ALGEBRIS (UK) LTD | 520.7K +74.9K (+16.8%) | 12.32M +1.5M (+14.3%) | 1.53% +0.224 pp | 0.97% -0.254 pp | USD24.11 -1.9% | 2 qtrs — |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 504.2K +1.4K (+0.3%) | 11.92M -239.6K (-2.0%) | 1.48% +0.007 pp | 0.01% -0.001 pp | USD20.64 +14.6% | 12 qtrs — |
| 13 | MORGAN STANLEY | 399.6K +51.1K (+14.7%) | 9.45M +1.0M (+12.1%) | 1.18% +0.153 pp | 0.00% +0.000 pp | USD23.20 +1.9% | 49 qtrs — |
| 14 | NORTHERN TRUST CORP | 376.6K -22.0K (-5.5%) | 8.91M -736.5K (-7.6%) | 1.11% -0.062 pp | 0.00% 0.000 pp | USD19.56 +20.9% | 51 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 366.5K +25.1K (+7.3%) | 8.67M +408.3K (+4.9%) | 1.08% +0.076 pp | 0.00% 0.000 pp | USD24.77 -4.5% | 66 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 326.5K -1.3K (-0.4%) | 7.72M -207.1K (-2.6%) | 0.96% -0.002 pp | 0.00% 0.000 pp | USD22.27 +6.2% | 57 qtrs — |
| 17 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 314.2K -3.8K (-1.2%) | 7.43M -261.6K (-3.4%) | 0.93% -0.009 pp | 0.01% 0.000 pp | USD20.10 +17.7% | 51 qtrs — |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 282.8K +2.3K (+0.8%) | 6.69M -97.1K (-1.4%) | 0.83% +0.009 pp | 0.02% -0.001 pp | USD17.89 +32.2% | 10 qtrs — |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 278.0K -7.9K (-2.8%) | 6.57M -340.6K (-4.9%) | 0.82% -0.021 pp | 0.01% +0.001 pp | USD20.67 +14.4% | 17 qtrs — |
| 20 | LORD, ABBETT & CO. LLC | 277.7K -49.0K (-15.0%) | 6.57M -1.3M (-16.9%) | 0.82% -0.142 pp | 0.02% -0.003 pp | USD24.47 -3.4% | 15 qtrs — |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 275.0K +14.8K (+5.7%) | 6.50M +209.0K (+3.3%) | 0.81% +0.045 pp | 0.14% +0.002 pp | USD18.10 +30.7% | 22 qtrs — |
| 22 | HEARTLAND ADVISORS INC | 275.0K +— (+0.0%) | 6.50M -148.5K (-2.2%) | 0.81% +0.002 pp | 0.35% -0.001 pp | USD16.55 +42.9% | 61 qtrs — |
| 23 | TWO SIGMA INVESTMENTS, LP | 269.5K +12.9K (+5.0%) | 6.37M +167.1K (+2.7%) | 0.79% +0.040 pp | 0.01% 0.000 pp | USD22.20 +6.5% | 19 qtrs — |
| 24 | INVESCO LTD. | 264.5K +7.3K (+2.8%) | 6.26M +33.6K (+0.5%) | 0.78% +0.023 pp | 0.00% +0.000 pp | USD24.67 -4.1% | 57 qtrs — |
| 25 | PROSHARE ADVISORS LLC | 251.9K -5.2K (-2.0%) | 5.96M -261.8K (-4.2%) | 0.74% -0.014 pp | 0.01% -0.003 pp | USD21.77 +8.6% | 6 qtrs — |
| 26 | NUVEEN, LLC | 234.6K -10.4K (-4.2%) | 5.55M -377.3K (-6.4%) | 0.69% -0.029 pp | 0.00% 0.000 pp | USD24.04 -1.6% | 4 qtrs — |
| 27 | DANA INVESTMENT ADVISORS, INC. | 220.5K -278.0 (-0.1%) | 5.21M -125.8K (-2.4%) | 0.65% +0.001 pp | 0.15% -0.005 pp | USD19.43 +21.7% | 8 qtrs — |
| 28 | BANK OF AMERICA CORP /DE/ | 220.3K +4.6K (+2.1%) | 5.21M -8.6K (-0.2%) | 0.65% +0.015 pp | 0.00% +0.000 pp | USD24.03 -1.6% | 52 qtrs — |
| 29 | TWO SIGMA ADVISERS, LP | 201.6K -8.7K (-4.1%) | 4.77M -319.3K (-6.3%) | 0.59% -0.024 pp | 0.01% -0.001 pp | USD22.35 +5.8% | 18 qtrs — |
| 30 | PRINCIPAL FINANCIAL GROUP INC | 199.2K +10.5K (+5.5%) | 4.71M +145.3K (+3.2%) | 0.59% +0.032 pp | 0.00% +0.000 pp | USD30.57 -22.6% | 37 qtrs — |
| 31 | GOLDMAN SACHS GROUP INC | 189.6K +52.9K (+38.7%) | 4.49M +1.2M (+35.6%) | 0.56% +0.157 pp | 0.00% +0.000 pp | USD20.69 +14.3% | 66 qtrs — |
| 32 | RHINO INVESTMENT PARTNERS, INC | 185.9K +185.9K (+100.0%) | 4.40M +4.4M (+100.0%) | 0.55% +0.548 pp | 1.25% +1.246 pp | USD23.65 +0.0% | 1 qtrs NEW |
| 33 | RUSSELL INVESTMENTS GROUP, LTD. | 184.1K +43.3K (+30.7%) | 4.35M +947.6K (+27.8%) | 0.54% +0.128 pp | 0.00% +0.001 pp | USD23.99 -1.4% | 37 qtrs — |
| 34 | KILEY JUERGENS WEALTH MANAGEMENT, LLC | 177.4K +30.0 (+0.0%) | 4.20M -95.1K (-2.2%) | 0.52% +0.001 pp | 0.91% -0.038 pp | USD23.02 +2.7% | 33 qtrs — |
| 35 | AQR CAPITAL MANAGEMENT LLC | 171.2K +42.2K (+32.7%) | 4.05M +928.0K (+29.7%) | 0.50% +0.125 pp | 0.00% +0.000 pp | USD19.87 +19.0% | 18 qtrs — |
| 36 | GREAT LAKES ADVISORS, LLC | 167.7K +3.5K (+2.1%) | 3.97M -6.7K (-0.2%) | 0.49% +0.011 pp | 0.03% -0.001 pp | USD20.40 +15.9% | 12 qtrs — |
| 37 | EMPOWERED FUNDS, LLC | 152.5K +14.8K (+10.7%) | 3.61M +275.2K (+8.3%) | 0.45% +0.045 pp | 0.03% -0.005 pp | USD18.92 +25.0% | 11 qtrs — |
| 38 | MARTIN & CO INC /TN/ | 135.4K +2.9K (+2.2%) | 3.20M -4.1K (-0.1%) | 0.40% +0.009 pp | 0.55% -0.021 pp | USD21.21 +11.5% | 47 qtrs — |
| 39 | ROYCE & ASSOCIATES LP | 126.6K -42.4K (-25.1%) | 3.00M -1.1M (-26.7%) | 0.37% -0.124 pp | 0.03% -0.010 pp | USD17.57 +34.6% | 10 qtrs — |
| 40 | DEPRINCE RACE & ZOLLO INC | 120.9K +50.4K (+71.4%) | 2.86M +1.2M (+67.6%) | 0.36% +0.149 pp | 0.05% +0.021 pp | USD24.07 -1.7% | 5 qtrs — |
| 41 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 117.7K -14.7K (-11.1%) | 2.78M -420.1K (-13.1%) | 0.35% -0.043 pp | 0.01% -0.002 pp | USD25.40 -6.9% | 31 qtrs — |
| 42 | AMERIPRISE FINANCIAL INC | 111.5K -237.5K (-68.1%) | 2.64M -5.8M (-68.8%) | 0.33% -0.697 pp | 0.00% -0.001 pp | USD20.26 +16.7% | 55 qtrs — |
| 43 | UBS GROUP AG | 106.5K +8.1K (+8.2%) | 2.52M +138.0K (+5.8%) | 0.31% +0.025 pp | 0.00% +0.000 pp | USD23.85 -0.8% | 45 qtrs — |
| 44 | AMERICAN CENTURY COMPANIES INC | 101.8K -8.9K (-8.1%) | 2.41M -270.8K (-10.1%) | 0.30% -0.026 pp | 0.00% 0.000 pp | USD20.02 +18.1% | 14 qtrs — |
| 45 | CITADEL ADVISORS LLC | 98.6K +86.0K (+685.9%) | 2.33M +2.0M (+668.4%) | 0.29% +0.253 pp | 0.00% +0.000 pp | USD23.72 -0.3% | 28 qtrs — |
| 46 | WELLINGTON MANAGEMENT GROUP LLP | 97.0K -366.4K (-79.1%) | 2.29M -8.9M (-79.5%) | 0.29% -1.076 pp | 0.00% -0.002 pp | USD24.19 -2.2% | 2 qtrs — |
| 47 | RHUMBLINE ADVISERS | 94.4K -5.5K (-5.5%) | 2.23M -184.8K (-7.6%) | 0.28% -0.016 pp | 0.00% 0.000 pp | USD26.57 -11.0% | 51 qtrs — |
| 48 | LEGAL & GENERAL GROUP PLC | 89.1K -2.8K (-3.0%) | 2.11M -115.1K (-5.2%) | 0.26% -0.008 pp | 0.00% +0.000 pp | USD28.76 -17.8% | 46 qtrs — |
| 49 | ROYAL BANK OF CANADA | 76.4K -3.7K (-4.7%) | 1.81M -132.0K (-6.8%) | 0.23% -0.011 pp | 0.00% +0.000 pp | USD22.54 +4.9% | 47 qtrs — |
| 50 | LSV ASSET MANAGEMENT | 74.5K +— (+0.0%) | 1.76M -40.0K (-2.2%) | 0.22% +0.001 pp | 0.00% 0.000 pp | USD24.33 -2.8% | 4 qtrs — |
| 51 | SWISS NATIONAL BANK | 66.2K +— (+0.0%) | 1.56M -35.7K (-2.2%) | 0.19% +0.001 pp | 0.00% +0.000 pp | USD21.77 +8.6% | 45 qtrs — |
| 52 | KEYBANK NATIONAL ASSOCIATION/OH | 65.0K +379.0 (+0.6%) | 1.54M -26.0K (-1.7%) | 0.19% +0.002 pp | 0.01% +0.000 pp | USD18.30 +29.2% | 58 qtrs — |
| 53 | BARCLAYS PLC | 64.6K -8.7K (-11.9%) | 1.53M -69.0K (-4.3%) | 0.19% -0.025 pp | 0.00% +0.000 pp | USD22.06 +7.2% | 39 qtrs — |
| 54 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 59.9K +1.8K (+3.1%) | 1.42M +14.4K (+1.0%) | 0.18% +0.006 pp | 0.00% +0.000 pp | USD24.16 -2.1% | 4 qtrs — |
| 55 | NWAM LLC | 53.2K -231.0 (-0.4%) | 1.40M +199.3K (+16.6%) | 0.16% 0.000 pp | 0.08% +0.013 pp | USD21.77 +8.6% | 55 qtrs — |
| 56 | JANE STREET GROUP, LLC | 49.9K +3.0K (+6.5%) | 1.18M +46.2K (+4.1%) | 0.15% +0.009 pp | 0.00% +0.000 pp | USD23.38 +1.2% | 15 qtrs — |
| 57 | RAYMOND JAMES FINANCIAL INC | 49.4K -1.5K (-2.9%) | 1.17M -62.5K (-5.1%) | 0.15% -0.004 pp | 0.00% +0.000 pp | USD24.27 -2.6% | 4 qtrs — |
| 58 | UBS ASSET MANAGEMENT AMERICAS INC | 48.1K -3.3K (-6.4%) | 1.14M -105.2K (-8.5%) | 0.14% -0.009 pp | 0.00% +0.000 pp | USD23.84 -0.8% | 42 qtrs — |
| 59 | VOYA INVESTMENT MANAGEMENT LLC | 47.3K +645.0 (+1.4%) | 1.12M -9.9K (-0.9%) | 0.14% +0.002 pp | 0.00% +0.000 pp | USD23.24 +1.8% | 47 qtrs — |
| 60 | THRIVENT FINANCIAL FOR LUTHERANS | 46.9K +11.0K (+30.5%) | 1.11M +240.0K (+27.6%) | 0.14% +0.033 pp | 0.00% +0.000 pp | USD21.16 +11.8% | 36 qtrs — |
| 61 | SEI INVESTMENTS CO | 45.5K +29.1K (+176.6%) | 1.08M +678.2K (+170.4%) | 0.13% +0.086 pp | 0.00% +0.001 pp | USD24.07 -1.7% | 42 qtrs — |
| 62 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 43.9K +2.0K (+4.7%) | 1.04M +23.7K (+2.3%) | 0.13% +0.006 pp | 0.23% +0.005 pp | USD17.61 +34.3% | 11 qtrs — |
| 63 | PRICE T ROWE ASSOCIATES INC /MD/ | 43.2K +3.6K (+9.2%) | 1.02M +64.0K (+6.7%) | 0.13% +0.011 pp | 0.00% +0.000 pp | USD24.33 -2.8% | 35 qtrs — |
| 64 | WELLS FARGO & COMPANY/MN | 43.1K +14.5K (+50.7%) | 1.02M +327.3K (+47.3%) | 0.13% +0.043 pp | 0.00% +0.000 pp | USD22.63 +4.5% | 57 qtrs — |
| 65 | QUANTINNO CAPITAL MANAGEMENT LP | 42.5K +7.5K (+21.5%) | 1.00M +158.5K (+18.7%) | 0.13% +0.022 pp | 0.00% 0.000 pp | USD23.94 -1.2% | 3 qtrs — |
| 66 | BAIRD FINANCIAL GROUP, INC. | 38.2K +— (+0.0%) | 904.5K -20.7K (-2.2%) | 0.11% +0.000 pp | 0.00% 0.000 pp | USD21.90 +8.0% | 43 qtrs — |
| 67 | FEDERATED HERMES, INC. | 37.8K +5.0K (+15.2%) | 895.1K +100.3K (+12.6%) | 0.11% +0.015 pp | 0.00% +0.000 pp | USD26.99 -12.4% | 13 qtrs — |
| 68 | LAZARD ASSET MANAGEMENT LLC | 33.1K +— (+0.0%) | 783.5K -17.9K (-2.2%) | 0.10% +0.000 pp | 0.00% +0.000 pp | USD24.29 -2.6% | 4 qtrs — |
| 69 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 32.2K +44.0 (+0.1%) | 762.0K -30.0K (-3.8%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD24.27 -2.6% | 42 qtrs — |
| 70 | PRUDENTIAL FINANCIAL INC | 31.9K -2.3K (-6.8%) | 753.5K -73.2K (-8.8%) | 0.09% -0.007 pp | 0.00% 0.000 pp | USD26.06 -9.2% | 31 qtrs — |
| 71 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 31.8K -29.0 (-0.1%) | 752.4K -17.9K (-2.3%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD19.85 +19.1% | 52 qtrs — |
| 72 | JPMORGAN CHASE & CO | 31.5K -5.5K (-14.8%) | 745.2K -149.7K (-16.7%) | 0.09% -0.016 pp | 0.00% +0.000 pp | USD25.81 -8.4% | 47 qtrs — |
| 73 | DEUTSCHE BANK AG\ | 28.5K +2.0K (+7.7%) | 675.1K +33.8K (+5.3%) | 0.08% +0.006 pp | 0.00% +0.000 pp | USD23.36 +1.2% | 50 qtrs — |
| 74 | FIRST TRUST ADVISORS LP | 28.4K -225.0 (-0.8%) | 671.8K -20.8K (-3.0%) | 0.08% -0.001 pp | 0.00% +0.000 pp | USD23.77 -0.5% | 47 qtrs — |
| 75 | GLOBEFLEX CAPITAL L P | 27.3K +— (+0.0%) | 645.6K -14.7K (-2.2%) | 0.08% +0.000 pp | 0.10% -0.003 pp | USD21.39 +10.6% | 9 qtrs — |
| 76 | BADGLEY PHELPS WEALTH MANAGERS, LLC | 27.1K +12.3K (+82.9%) | 641.3K +282.6K (+78.8%) | 0.08% +0.036 pp | 0.01% +0.004 pp | USD24.53 -3.6% | 18 qtrs — |
| 77 | CITIGROUP INC | 26.1K -10.9K (-29.4%) | 617.6K -277.2K (-31.0%) | 0.08% -0.032 pp | 0.00% 0.000 pp | USD21.44 +10.3% | 54 qtrs — |
| 78 | RAFFERTY ASSET MANAGEMENT, LLC | 26.1K -2.7K (-9.3%) | 617.3K -78.9K (-11.3%) | 0.08% -0.008 pp | 0.00% 0.000 pp | USD20.82 +13.6% | 20 qtrs — |
| 79 | FOURTHSTONE LLC | 25.1K +25.1K (+100.0%) | 593.6K +593.6K (+100.0%) | 0.07% +0.074 pp | 0.11% +0.111 pp | USD23.65 +0.0% | 1 qtrs NEW |
| 80 | — | 24.2K +24.2K (+100.0%) | 571.6K +571.6K (+100.0%) | 0.07% +0.071 pp | 0.41% +0.411 pp | USD23.65 +0.0% | 1 qtrs NEW |
| 81 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 22.7K -3.5K (-13.4%) | 537.7K -97.2K (-15.3%) | 0.07% -0.010 pp | 0.04% -0.006 pp | USD24.32 -2.8% | 4 qtrs — |
| 82 | STRS OHIO | 22.5K +— (+0.0%) | 532.1K -12.2K (-2.2%) | 0.07% +0.000 pp | 0.00% +0.000 pp | USD16.35 +44.6% | 11 qtrs — |
| 83 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 22.2K +22.2K (+100.0%) | 526.2K +526.2K (+100.0%) | 0.07% +0.066 pp | 0.00% +0.001 pp | USD23.65 +0.0% | 1 qtrs NEW |
| 84 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 21.8K +3.4K (+18.4%) | 515.0K +70.0K (+15.7%) | 0.06% +0.010 pp | 0.01% +0.001 pp | USD26.79 -11.7% | 31 qtrs — |
| 85 | BENSLER, LLC | 20.5K +— (+0.0%) | 483.6K -11.0K (-2.2%) | 0.06% +0.000 pp | 0.05% -0.004 pp | USD25.05 -5.6% | 16 qtrs — |
| 86 | METLIFE INVESTMENT MANAGEMENT, LLC | 20.4K +— (+0.0%) | 483.0K -11.0K (-2.2%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD27.85 -15.1% | 33 qtrs — |
| 87 | MENGIS CAPITAL MANAGEMENT, INC. | 20.3K -1.0 (0.0%) | 480.4K -11.0K (-2.2%) | 0.06% +0.000 pp | 0.08% -0.012 pp | USD29.62 -20.2% | 30 qtrs — |
| 88 | GABELLI FUNDS LLC | 18.7K +— (+0.0%) | 442.9K -10.1K (-2.2%) | 0.06% +0.000 pp | 0.00% 0.000 pp | USD23.84 -0.8% | 3 qtrs — |
| 89 | ILLINOIS MUNICIPAL RETIREMENT FUND | 17.9K -86.0 (-0.5%) | 422.6K -11.7K (-2.7%) | 0.05% 0.000 pp | 0.01% 0.000 pp | USD16.43 +43.9% | 10 qtrs — |
| 90 | SG AMERICAS SECURITIES, LLC | 17.5K +12.0K (+218.9%) | 413.0K +280.0K (+210.5%) | 0.05% +0.035 pp | 0.00% +0.000 pp | USD23.27 +1.6% | 6 qtrs — |
| 91 | WAVERLY ADVISORS, LLC | 17.3K +17.3K (+100.0%) | 409.5K +409.5K (+100.0%) | 0.05% +0.051 pp | 0.00% +0.003 pp | USD23.65 +0.0% | 1 qtrs NEW |
| 92 | Y-INTERCEPT (HONG KONG) LTD | 16.8K +16.8K (+100.0%) | 398.3K +398.3K (+100.0%) | 0.05% +0.050 pp | 0.01% +0.009 pp | USD23.65 +0.0% | 1 qtrs NEW |
| 93 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 15.9K +105.0 (+0.7%) | 375.3K -6.0K (-1.6%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD18.51 +27.8% | 7 qtrs — |
| 94 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 15.6K +— (+0.0%) | 368.9K -8.4K (-2.2%) | 0.05% +0.000 pp | 0.01% +0.000 pp | USD18.58 +27.3% | 31 qtrs — |
| 95 | JANUS HENDERSON GROUP PLC | 15.3K +— (+0.0%) | 362.9K -8.4K (-2.3%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD25.73 -8.1% | 13 qtrs — |
| 96 | SAGEVIEW ADVISORY GROUP, LLC | 14.2K -160.0 (-1.1%) | 335.5K -11.5K (-3.3%) | 0.04% 0.000 pp | 0.01% -0.001 pp | USD21.83 +8.3% | 6 qtrs — |
| 97 | INTECH INVESTMENT MANAGEMENT LLC | 14.0K -21.9K (-61.0%) | 331.4K -536.8K (-61.8%) | 0.04% -0.064 pp | 0.00% -0.005 pp | USD21.82 +8.4% | 7 qtrs — |
| 98 | TUDOR INVESTMENT CORP ET AL | 13.8K +13.8K (+100.0%) | 325.5K +325.5K (+100.0%) | 0.04% +0.041 pp | 0.00% +0.001 pp | USD23.65 +0.0% | 5 qtrs — |
| 99 | ATOM INVESTORS LP | 13.0K +13.0K (+100.0%) | 308.6K +308.6K (+100.0%) | 0.04% +0.038 pp | 0.02% +0.025 pp | USD23.65 +0.0% | 1 qtrs NEW |
| 100 | COMERICA BANK | 11.7K -1.9K (-13.9%) | 277.1K -51.9K (-15.8%) | 0.03% -0.006 pp | 0.00% 0.000 pp | USD16.31 +45.0% | 10 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 133 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | ProShares - Russell 2000 Dividend Growers ETF SMDV | 0.99% | 6.79M | 0.40% |
| 2 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.77% | 5.07M | 0.37% |
| 3 | OneAscent Small Cap Core ETF OASC | 0.70% | 594.1K | 0.64% |
| 4 | First Trust NASDAQ ABA Community Bank Index Fund QABA | 0.49% | 443.5K | 0.63% |
| 5 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.37% | 1.47M | 0.38% |
| 6 | First Trust Active Factor Small Cap ETF AFSM | 0.29% | 325.0K | 0.75% |
| 7 | Invesco S&P SmallCap Financials ETF PSCF | 0.26% | 71.0K | 0.29% |
| 8 | State Street SPDR S&P Regional Banking ETF KRE | 0.24% | 11.93M | 0.35% |
| 9 | Acuitas Small Cap Active ETF AIMS | 0.24% | 178.4K | 0.75% |
| 10 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.22% | 3.80M | 0.47% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.06
Neutral
Ratio by volume
1.86
Bullish
Buys
54
Sells
51
Shares acquired
103.4K
Shares disposed
55.6K
Cash buys
—
Cash sales
3.00
Net activity
+47,796
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Watson Ann | Director | M-Exempt | D | Restricted Stock Units | 2,218 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | VANCE BRIAN L | Director | M-Exempt | D | Restricted Stock Units | 2,218 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | Saunders Karen R | Director | M-Exempt | D | Restricted Stock Units | 2,218 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | Robison Sabrina C | Officer | S-Sale | D | Common Stock | 716 | 27.51 | 19.7K | 32,931 | D | ↗ |
| 2026-05-01 | Rivera Frederick B | Director | M-Exempt | D | Restricted Stock Units | 2,218 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | LYON JEFFREY S | Director | M-Exempt | D | Restricted Stock Units | 2,218 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | Giacobbe Gail B. | Director | M-Exempt | A | Common Stock | 2,218 | 27.61 | 61.2K | 9,977 | D | ↗ |
| 2026-05-01 | Ellwanger Kimberly T | Director | M-Exempt | A | Common Stock | 2,218 | 27.61 | 61.2K | 35,037 | D | ↗ |
| 2026-05-01 | Dryer Trevor D. | Director | M-Exempt | D | Restricted Stock Units | 2,218 | 0.00 | — | 0 | D | ↗ |
| 2026-05-01 | CHARNESKI BRIAN | Director | M-Exempt | D | Restricted Stock Units | 2,218 | 0.00 | — | 0 | D | ↗ |
| 2026-03-16 | Wilson Kelli Ann | Officer | M-Exempt | D | Restricted Stock Units | 490 | 0.00 | — | 0 | D | ↗ |
| 2026-03-16 | Robison Sabrina C | Officer | M-Exempt | D | Restricted Stock Units | 1,147 | 0.00 | — | 0 | D | ↗ |
| 2026-03-16 | Ray Matthew T. | Officer | M-Exempt | A | Common Stock | 1,664 | 24.89 | 41.4K | 26,175 | D | ↗ |
| 2026-03-16 | McDonald Bryan | Officer | M-Exempt | A | Common Stock | 267 | 24.89 | 6.6K | 34,188 | D | ↗ |
| 2026-03-16 | Hinson Donald | Officer | M-Exempt | D | Performance Share Units | 203 | 0.00 | — | 0 | D | ↗ |
| 2026-03-16 | Henning Thomas J | Officer | M-Exempt | D | Restricted Stock Units | 1,440 | 0.00 | — | 0 | D | ↗ |
| 2026-03-16 | Glasby William | Officer | M-Exempt | A | Common Stock | 1,571 | 24.89 | 39.1K | 12,652 | D | ↗ |
| 2026-03-16 | Curran Amy E. | Director / Officer | M-Exempt | D | Restricted Stock Units | 155 | 0.00 | — | 155 | D | ↗ |
| 2026-03-16 | Chalfant Tony | Officer | M-Exempt | A | Common Stock | 992 | 24.89 | 24.7K | 22,998 | D | ↗ |
| 2026-02-25 | Wilson Kelli Ann | Officer | A-Award | A | Restricted Stock Units | 5,037 | 0.00 | — | 5,037 | D | ↗ |
| 2026-02-25 | Robison Sabrina C | Officer | A-Award | A | Restricted Stock Units | 4,860 | 0.00 | — | 4,860 | D | ↗ |
| 2026-02-25 | Ray Matthew T. | Officer | A-Award | A | Performance Share Units | 2,755 | 0.00 | — | 2,755 | D | ↗ |
| 2026-02-25 | McDonald Bryan | Officer | A-Award | A | Performance Share Units | 7,081 | 0.00 | — | 7,081 | D | ↗ |
| 2026-02-25 | Hinson Donald | Officer | A-Award | A | Restricted Stock Units | 3,269 | 0.00 | — | 3,269 | D | ↗ |
| 2026-02-25 | Henning Thomas J | Officer | A-Award | A | Restricted Stock Units | 5,225 | 0.00 | — | 5,225 | D | ↗ |
| 2026-02-25 | Glasby William | Officer | A-Award | A | Restricted Stock Units | 5,538 | 0.00 | — | 5,538 | D | ↗ |
| 2026-02-25 | Curran Amy E. | Director / Officer | A-Award | A | Restricted Stock Units | 5,355 | 0.00 | — | 5,355 | D | ↗ |
| 2026-02-25 | Chalfant Tony | Officer | A-Award | A | Restricted Stock Units | 2,757 | 0.00 | — | 2,757 | D | ↗ |
| 2026-02-25 | Bley Nicholas M | Officer | A-Award | A | Restricted Stock Units | 3,021 | 0.00 | — | 3,021 | D | ↗ |
| 2026-02-11 | Chalfant Tony | Officer | S-Sale | D | Common Stock | 4,668 | 27.65 | 129.1K | 19,870 | D | ↗ |
| 2026-02-03 | Rivera Frederick B | Director | S-Sale | D | Common Stock | 1,800 | 26.31 | 47.3K | 4,972 | D | ↗ |
| 2026-01-26 | Wilson Kelli Ann | Officer | S-Sale | D | Common Stock | 1,900 | 26.48 | 50.3K | 3,778 | D | ↗ |
| 2026-01-01 | Allan Scott Tanton | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-15 | Robison Sabrina C | Officer | M-Exempt | D | Restricted Stock Units | 247 | 0.00 | — | 1,734 | D | ↗ |
| 2025-12-15 | Ray Matthew T. | Officer | M-Exempt | D | Restricted Stock Units | 832 | 0.00 | — | 3,332 | D | ↗ |
| 2025-12-15 | Henning Thomas J | Officer | F-InKind | D | Common Stock | 79 | 25.43 | 2.0K | 14,433 | D | ↗ |
| 2025-12-15 | Glasby William | Officer | F-InKind | D | Common Stock | 40 | 25.43 | 1.0K | 8,955 | D | ↗ |
| 2025-12-15 | Bley Nicholas M | Officer | M-Exempt | A | Common Stock | 4,857 | 25.43 | 123.5K | 4,857 | D | ↗ |
| 2025-11-20 | McDonald Bryan | Officer | P-Purchase | A | Common Stock | 19,106 | 22.32 | 426.4K | 31,363 | I | ↗ |
| 2025-06-18 | Watson Ann | Director | A-Award | A | Restricted Stock Units | 2,218 | 0.00 | — | 2,218 | D | ↗ |
| 2025-06-18 | VANCE BRIAN L | Director | A-Award | A | Restricted Stock Units | 2,218 | 0.00 | — | 2,218 | D | ↗ |
| 2025-06-18 | Saunders Karen R | Director | A-Award | A | Restricted Stock Units | 2,218 | 0.00 | — | 2,218 | D | ↗ |
| 2025-06-18 | Rivera Frederick B | Director | A-Award | A | Restricted Stock Units | 2,218 | 0.00 | — | 2,218 | D | ↗ |
| 2025-06-18 | LYON JEFFREY S | Director | A-Award | A | Restricted Stock Units | 2,218 | 0.00 | — | 2,218 | D | ↗ |
| 2025-06-18 | Giacobbe Gail B. | Director | A-Award | A | Restricted Stock Units | 2,218 | 0.00 | — | 2,218 | D | ↗ |
| 2025-06-18 | Ellwanger Kimberly T | Director | A-Award | A | Restricted Stock Units | 2,218 | 0.00 | — | 2,218 | D | ↗ |
| 2025-06-18 | Dryer Trevor D. | Director | A-Award | A | Restricted Stock Units | 2,218 | 0.00 | — | 2,218 | D | ↗ |
| 2025-06-18 | CHARNESKI BRIAN | Director | A-Award | A | Restricted Stock Units | 2,218 | 0.00 | — | 2,218 | D | ↗ |
| 2025-06-16 | Wilson Kelli Ann | Officer | M-Exempt | A | Common Stock | 526 | 22.76 | 12.0K | 5,730 | D | ↗ |
| 2025-06-16 | Curran Amy E. | Director / Officer | M-Exempt | D | Restricted Stock Units | 526 | 0.00 | — | 0 | D | ↗ |
| 2025-06-16 | Chalfant Tony | Officer | M-Exempt | D | Restricted Stock Units | 1,315 | 0.00 | — | 1,316 | D | ↗ |
| 2025-06-11 | Glasby William | Officer | G-Gift | D | Common Stock | 420 | 0.00 | — | 8,730 | D | ↗ |
| 2025-05-06 | Deuel Jeffrey J | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-05-01 | Watson Ann | Director | M-Exempt | D | Restricted Stock Units | 2,928 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | VANCE BRIAN L | Director | M-Exempt | D | Restricted Stock Units | 2,928 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Rivera Frederick B | Director | M-Exempt | D | Restricted Stock Units | 2,928 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | LYON JEFFREY S | Director | M-Exempt | A | Common Stock | 2,928 | 23.04 | 67.5K | 48,501 | D | ↗ |
| 2025-05-01 | Giacobbe Gail B. | Director | M-Exempt | D | Restricted Stock Units | 2,928 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Gavin Deborah J | Director | M-Exempt | D | Restricted Stock Units | 2,928 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Ellwanger Kimberly T | Director | M-Exempt | D | Restricted Stock Units | 2,928 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | Dryer Trevor D. | Director | M-Exempt | D | Restricted Stock Units | 2,928 | 0.00 | — | 0 | D | ↗ |
| 2025-05-01 | CHARNESKI BRIAN | Director | M-Exempt | D | Restricted Stock Units | 2,928 | 0.00 | — | 0 | D | ↗ |
| 2025-03-17 | Wilson Kelli Ann | Officer | M-Exempt | D | Restricted Stock Units | 1,453 | 0.00 | — | 2,906 | D | ↗ |
| 2025-03-17 | Robison Sabrina C | Officer | F-InKind | D | Common Stock | 749 | 23.77 | 17.8K | 30,145 | D | ↗ |
| 2025-03-17 | Ray Matthew T. | Officer | M-Exempt | A | Common Stock | 154 | 23.77 | 3.7K | 22,076 | D | ↗ |
| 2025-03-17 | McDonald Bryan | Officer | M-Exempt | D | Restricted Stock Units | 1,115 | 0.00 | — | 1,115 | D | ↗ |
| 2025-03-17 | Hinson Donald | Officer | M-Exempt | D | Restricted Stock Units | 677 | 0.00 | — | 0 | D | ↗ |
| 2025-03-17 | Henning Thomas J | Officer | M-Exempt | D | Restricted Stock Units | 1,439 | 0.00 | — | 1,440 | D | ↗ |
| 2025-03-17 | Glasby William | Officer | M-Exempt | D | Restricted Stock Units | 980 | 0.00 | — | 0 | D | ↗ |
| 2025-03-17 | Deuel Jeffrey J | Director / Officer | M-Exempt | A | Common Stock | 5,844 | 23.77 | 138.9K | 80,135 | D | ↗ |
| 2025-03-17 | Curran Amy E. | Director / Officer | M-Exempt | D | Restricted Stock Units | 1,619 | 0.00 | — | 3,239 | D | ↗ |
| 2025-03-17 | Chalfant Tony | Officer | F-InKind | D | Common Stock | 710 | 23.77 | 16.9K | 23,353 | D | ↗ |
| 2025-02-25 | Wilson Kelli Ann | Officer | A-Award | A | Restricted Stock Units | 4,035 | 0.00 | — | 4,035 | D | ↗ |
| 2025-02-25 | Robison Sabrina C | Officer | A-Award | A | Restricted Stock Units | 3,790 | 0.00 | — | 3,790 | D | ↗ |
| 2025-02-25 | Ray Matthew T. | Officer | A-Award | A | Restricted Stock Units | 3,004 | 0.00 | — | 3,004 | D | ↗ |
| 2025-02-25 | McDonald Bryan | Officer | A-Award | A | Performance Share Units | 5,232 | 0.00 | — | 5,232 | D | ↗ |
| 2025-02-25 | Hinson Donald | Officer | A-Award | A | Restricted Stock Units | 3,531 | 0.00 | — | 3,531 | D | ↗ |
| 2025-02-25 | Henning Thomas J | Officer | A-Award | A | Restricted Stock Units | 4,427 | 0.00 | — | 4,427 | D | ↗ |
| 2025-02-25 | Glasby William | Officer | A-Award | A | Restricted Stock Units | 4,784 | 0.00 | — | 4,784 | D | ↗ |
| 2025-02-25 | Deuel Jeffrey J | Director / Officer | A-Award | A | Restricted Stock Units | 9,045 | 0.00 | — | 9,045 | D | ↗ |
| 2025-02-25 | Curran Amy E. | Director / Officer | A-Award | A | Restricted Stock Units | 4,289 | 0.00 | — | 4,289 | D | ↗ |
| 2025-02-25 | Chalfant Tony | Officer | A-Award | A | Restricted Stock Units | 2,977 | 0.00 | — | 2,977 | D | ↗ |
| 2025-01-27 | Rivera Frederick B | Director | S-Sale | D | Common Stock | 1,300 | 25.39 | 33.0K | 6,544 | D | ↗ |
| 2025-01-01 | Saunders Karen R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-18 | Ray Matthew T. | Officer | A-Award | A | Restricted Stock Units | 4,164 | 0.00 | — | 4,164 | D | ↗ |
| 2024-12-18 | Bley Nicholas M | Officer | A-Award | A | Restricted Stock Units | 14,572 | 0.00 | — | 14,572 | D | ↗ |
| 2024-12-15 | Robison Sabrina C | Officer | M-Exempt | D | Restricted Stock Units | 248 | 0.00 | — | 1,981 | D | ↗ |
| 2024-12-15 | Henning Thomas J | Officer | M-Exempt | D | Restricted Stock Units | 495 | 0.00 | — | 1,486 | D | ↗ |
| 2024-12-15 | Glasby William | Officer | F-InKind | D | Common Stock | 48 | 26.17 | 1.3K | 5,633 | D | ↗ |
| 2024-12-10 | Glasby William | Officer | G-Gift | D | Common Stock | 3,795 | 0.00 | — | 5,416 | D | ↗ |
| 2024-11-07 | Chalfant Tony | Officer | S-Sale | D | Common Stock | 2,975 | 26.50 | 78.8K | 20,119 | D | ↗ |
| 2024-10-28 | Bley Nicholas M | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-18 | Watson Ann | Director | A-Award | A | Restricted Stock Units | 2,928 | 0.00 | — | 2,928 | — | ↗ |
| 2024-06-18 | VANCE BRIAN L | Director | A-Award | A | Restricted Stock Units | 2,928 | 0.00 | — | 2,928 | — | ↗ |
| 2024-06-18 | Rivera Frederick B | Director | A-Award | A | Restricted Stock Units | 2,928 | 0.00 | — | 2,928 | — | ↗ |
| 2024-06-18 | LYON JEFFREY S | Director | A-Award | A | Restricted Stock Units | 2,928 | 0.00 | — | 2,928 | — | ↗ |
| 2024-06-18 | Giacobbe Gail B. | Director | A-Award | A | Restricted Stock Units | 2,928 | 0.00 | — | 2,928 | — | ↗ |
| 2024-06-18 | Gavin Deborah J | Director | A-Award | A | Restricted Stock Units | 2,928 | 0.00 | — | 2,928 | — | ↗ |
| 2024-06-18 | Ellwanger Kimberly T | Director | A-Award | A | Restricted Stock Units | 2,928 | 0.00 | — | 2,928 | — | ↗ |
| 2024-06-18 | Dryer Trevor D. | Director | A-Award | A | Restricted Stock Units | 2,928 | 0.00 | — | 2,928 | — | ↗ |
| 2024-06-18 | CHARNESKI BRIAN | Director | A-Award | A | Restricted Stock Units | 2,928 | 0.00 | — | 2,928 | — | ↗ |
| 2024-06-15 | Wilson Kelli Ann | Officer | M-Exempt | D | Restricted Stock Units | 526 | 0.00 | — | 526 | — | ↗ |
| 2024-06-15 | Curran Amy E. | Director / Officer | M-Exempt | D | Restricted Stock Units | 526 | 0.00 | — | 1,052 | — | ↗ |
| 2024-06-15 | Chalfant Tony | Officer | M-Exempt | D | Restricted Stock Units | 1,315 | 0.00 | — | 2,631 | — | ↗ |
| 2024-05-01 | Watson Ann | Director | M-Exempt | D | Restricted Stock Units | 3,023 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | VANCE BRIAN L | Director | M-Exempt | D | Restricted Stock Units | 3,023 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Rivera Frederick B | Director | M-Exempt | D | Restricted Stock Units | 3,023 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | LYON JEFFREY S | Director | M-Exempt | D | Restricted Stock Units | 3,023 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Giacobbe Gail B. | Director | M-Exempt | D | Restricted Stock Units | 3,023 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Gavin Deborah J | Director | M-Exempt | D | Restricted Stock Units | 3,023 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Ellwanger Kimberly T | Director | M-Exempt | D | Restricted Stock Units | 3,023 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | Dryer Trevor D. | Director | M-Exempt | D | Restricted Stock Units | 3,023 | 0.00 | — | 0 | — | ↗ |
| 2024-05-01 | CHARNESKI BRIAN | Director | M-Exempt | A | Common Stock | 3,023 | 18.26 | 55.2K | 39,563 | — | ↗ |
| 2024-03-15 | Wilson Kelli Ann | Officer | M-Exempt | D | Restricted Stock Units | 490 | 0.00 | — | 980 | — | ↗ |
| 2024-03-15 | Robison Sabrina C | Officer | M-Exempt | D | Restricted Stock Units | 1,147 | 0.00 | — | 2,294 | — | ↗ |
| 2024-03-15 | Ray Matthew T. | Officer | M-Exempt | D | Restricted Stock Units | 261 | 0.00 | — | 0 | — | ↗ |
| 2024-03-15 | McDonald Bryan | Officer | M-Exempt | D | Performance Share Units | 1,036 | 0.00 | — | 0 | — | ↗ |
| 2024-03-15 | Hinson Donald | Officer | M-Exempt | D | Restricted Stock Units | 666 | 0.00 | — | 0 | — | ↗ |
| 2024-03-15 | Henning Thomas J | Officer | M-Exempt | D | Restricted Stock Units | 1,026 | 0.00 | — | 1,026 | — | ↗ |
| 2024-03-15 | Glasby William | Officer | F-InKind | D | Common Stock | 840 | 18.38 | 15.4K | 9,211 | — | ↗ |
| 2024-03-15 | Deuel Jeffrey J | Director / Officer | M-Exempt | D | Restricted Stock Units | 2,255 | 0.00 | — | 0 | — | ↗ |
| 2024-03-15 | Curran Amy E. | Director / Officer | M-Exempt | A | Common Stock | 775 | 18.38 | 14.2K | 18,603 | — | ↗ |
| 2024-03-15 | Chalfant Tony | Officer | M-Exempt | A | Common Stock | 584 | 18.38 | 10.7K | 20,359 | — | ↗ |
| 2024-02-26 | Wilson Kelli Ann | Officer | A-Award | A | Restricted Stock Units | 4,359 | 0.00 | — | 4,359 | — | ↗ |
| 2024-02-26 | Ray Matthew T. | Officer | A-Award | A | Restricted Stock Units | 4,992 | 0.00 | — | 4,992 | — | ↗ |
| 2024-02-26 | McDonald Bryan | Officer | A-Award | A | Restricted Stock Units | 5,599 | 0.00 | — | 5,599 | — | ↗ |
| 2024-02-26 | Hinson Donald | Officer | A-Award | A | Restricted Stock Units | 4,366 | 0.00 | — | 4,366 | — | ↗ |
| 2024-02-26 | Henning Thomas J | Officer | A-Award | A | Restricted Stock Units | 5,014 | 0.00 | — | 5,014 | — | ↗ |
| 2024-02-26 | Glasby William | Officer | A-Award | A | Restricted Stock Units | 5,472 | 0.00 | — | 5,472 | — | ↗ |
| 2024-02-26 | Deuel Jeffrey J | Director / Officer | A-Award | A | Performance Share Units | 11,747 | 0.00 | — | 23,494 | — | ↗ |
| 2024-02-26 | Curran Amy E. | Director / Officer | A-Award | A | Restricted Stock Units | 4,858 | 0.00 | — | 4,858 | — | ↗ |
| 2024-02-26 | Chalfant Tony | Officer | A-Award | A | Restricted Stock Units | 3,682 | 0.00 | — | 3,682 | — | ↗ |
| 2024-02-06 | Chan Eric Kayen | Director | J-Other | D | Restricted Stock Units | 3,023 | 0.00 | — | 0 | — | ↗ |
| 2023-12-15 | Robison Sabrina C | Officer | M-Exempt | A | Common Stock | 247 | 21.56 | 5.3K | 24,965 | — | ↗ |
| 2023-12-15 | Henning Thomas J | Officer | F-InKind | D | Common Stock | 105 | 21.56 | 2.3K | 6,982 | — | ↗ |
| 2023-12-15 | Glasby William | Officer | M-Exempt | A | Common Stock | 265 | 21.56 | 5.7K | 6,715 | — | ↗ |
| 2023-12-14 | Rivera Frederick B | Director | P-Purchase | A | Common Stock | 100 | 21.64 | 2.2K | 4,821 | — | ↗ |
| 2023-12-11 | Rivera Frederick B | Director | P-Purchase | A | Common Stock | 600 | 20.23 | 12.1K | 4,721 | — | ↗ |
| 2023-09-13 | CHARNESKI BRIAN | Director | P-Purchase | A | Common Stock | 5,000 | 16.70 | 83.5K | 36,540 | — | ↗ |
| 2023-06-21 | Watson Ann | Director | A-Award | A | Restricted Stock Units | 3,023 | 0.00 | — | 3,023 | — | ↗ |
| 2023-06-21 | VANCE BRIAN L | Director | A-Award | A | Restricted Stock Units | 3,023 | 0.00 | — | 3,023 | — | ↗ |
| 2023-06-21 | Rivera Frederick B | Director | A-Award | A | Restricted Stock Units | 3,023 | 0.00 | — | 3,023 | — | ↗ |
| 2023-06-21 | LYON JEFFREY S | Director | A-Award | A | Restricted Stock Units | 3,023 | 0.00 | — | 3,023 | — | ↗ |
| 2023-06-21 | Giacobbe Gail B. | Director | A-Award | A | Restricted Stock Units | 3,023 | 0.00 | — | 3,023 | — | ↗ |
| 2023-06-21 | Gavin Deborah J | Director | A-Award | A | Restricted Stock Units | 3,023 | 0.00 | — | 3,023 | — | ↗ |
| 2023-06-21 | Ellwanger Kimberly T | Director | A-Award | A | Restricted Stock Units | 3,023 | 0.00 | — | 3,023 | — | ↗ |
| 2023-06-21 | Dryer Trevor D. | Director | A-Award | A | Restricted Stock Units | 3,023 | 0.00 | — | 3,023 | — | ↗ |
| 2023-06-21 | Chan Eric Kayen | Director | A-Award | A | Restricted Stock Units | 3,023 | 0.00 | — | 3,023 | — | ↗ |
| 2023-06-21 | CHARNESKI BRIAN | Director | A-Award | A | Restricted Stock Units | 3,023 | 0.00 | — | 3,023 | — | ↗ |
| 2023-06-15 | Wilson Kelli Ann | Officer | M-Exempt | D | Restricted Stock Units | 526 | 0.00 | — | 1,052 | — | ↗ |
| 2023-06-15 | Curran Amy E. | Director / Officer | F-InKind | D | Common Stock | 98 | 17.60 | 1.7K | 16,933 | — | ↗ |
| 2023-06-15 | Chalfant Tony | Officer | F-InKind | D | Common Stock | 179 | 17.60 | 3.2K | 19,775 | — | ↗ |
| 2023-05-19 | Rivera Frederick B | Director | P-Purchase | A | Common Stock | 600 | 16.34 | 9.8K | 4,121 | — | ↗ |
| 2023-05-04 | CHARNESKI BRIAN | Director | P-Purchase | A | Common Stock | 5,000 | 15.88 | 79.4K | 13,675 | — | ↗ |
| 2023-05-03 | PICKERING ANTHONY | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-03 | CLEES JOHN A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-01 | Watson Ann | Director | M-Exempt | A | Common Stock | 1,808 | 17.41 | 31.5K | 17,952 | — | ↗ |
| 2023-05-01 | VANCE BRIAN L | Director | M-Exempt | D | Restricted Stock Units | 1,808 | 0.00 | — | 0 | — | ↗ |
| 2023-05-01 | Rivera Frederick B | Director | M-Exempt | A | Common Stock | 1,808 | 17.41 | 31.5K | 3,521 | — | ↗ |
| 2023-05-01 | PICKERING ANTHONY | Director | M-Exempt | D | Restricted Stock Units | 1,808 | 0.00 | — | 0 | — | ↗ |
| 2023-05-01 | LYON JEFFREY S | Director | M-Exempt | D | Restricted Stock Units | 1,808 | 0.00 | — | 0 | — | ↗ |
| 2023-05-01 | Giacobbe Gail B. | Director | M-Exempt | A | Common Stock | 1,808 | 17.41 | 31.5K | 1,808 | — | ↗ |
| 2023-05-01 | Gavin Deborah J | Director | M-Exempt | A | Common Stock | 1,808 | 17.41 | 31.5K | 18,046 | — | ↗ |
| 2023-05-01 | Ellwanger Kimberly T | Director | M-Exempt | D | Restricted Stock Units | 1,808 | 0.00 | — | 0 | — | ↗ |
| 2023-05-01 | Dryer Trevor D. | Director | M-Exempt | D | Restricted Stock Units | 1,808 | 0.00 | — | 0 | — | ↗ |
| 2023-05-01 | CLEES JOHN A | Director | M-Exempt | A | Common Stock | 1,808 | 17.41 | 31.5K | 46,724 | — | ↗ |
| 2023-05-01 | CHARNESKI BRIAN | Director | M-Exempt | D | Restricted Stock Units | 1,808 | 0.00 | — | 0 | — | ↗ |
| 2023-04-26 | LYON JEFFREY S | Director | P-Purchase | A | Common Stock | 1,750 | 17.37 | 30.4K | 40,742 | — | ↗ |
| 2023-04-03 | Hirman Cindy M | Officer | D-Return | D | Performance Share Units | 1,518 | 0.00 | — | 0 | — | ↗ |
| 2023-03-15 | Wilson Kelli Ann | Officer | M-Exempt | A | Common Stock | 196 | 22.83 | 4.5K | 909 | — | ↗ |
| 2023-03-15 | Robison Sabrina C | Officer | F-InKind | D | Common Stock | 417 | 22.83 | 9.5K | 24,718 | — | ↗ |
| 2023-03-15 | Ray Matthew T. | Officer | M-Exempt | A | Common Stock | 154 | 22.83 | 3.5K | 14,513 | — | ↗ |
| 2023-03-15 | McDonald Bryan | Officer | F-InKind | D | Common Stock | 944 | 22.83 | 21.6K | 22,755 | — | ↗ |
| 2023-03-15 | Hirman Cindy M | Officer | M-Exempt | D | Restricted Stock Units | 539 | 0.00 | — | 1,078 | — | ↗ |
| 2023-03-15 | Hinson Donald | Officer | M-Exempt | D | Performance Share Units | 2,070 | 0.00 | — | 0 | — | ↗ |
| 2023-03-15 | Henning Thomas J | Officer | M-Exempt | D | Restricted Stock Units | 527 | 0.00 | — | 542 | — | ↗ |
| 2023-03-15 | Glasby William | Officer | M-Exempt | D | Restricted Stock Units | 302 | 0.00 | — | 2,111 | — | ↗ |
| 2023-03-15 | Deuel Jeffrey J | Director / Officer | M-Exempt | D | Restricted Stock Units | 2,313 | 0.00 | — | 0 | — | ↗ |
| 2023-03-15 | Curran Amy E. | Director / Officer | M-Exempt | D | Restricted Stock Units | 201 | 0.00 | — | 0 | — | ↗ |
| 2023-03-15 | Chalfant Tony | Officer | M-Exempt | D | Restricted Stock Units | 583 | 0.00 | — | 1,168 | — | ↗ |
| 2023-02-22 | Wilson Kelli Ann | Officer | A-Award | A | Restricted Stock Units | 5,305 | 0.00 | — | 5,305 | — | ↗ |
| 2023-02-22 | Robison Sabrina C | Officer | A-Award | A | Restricted Stock Units | 3,441 | 0.00 | — | 3,441 | — | ↗ |
| 2023-02-22 | Ray Matthew T. | Officer | A-Award | A | Common Stock | 5,305 | 0.00 | — | 5,305 | — | ↗ |
| 2023-02-22 | McDonald Bryan | Officer | A-Award | A | Restricted Stock Units | 3,344 | 0.00 | — | 3,344 | — | ↗ |
| 2023-02-22 | Hinson Donald | Officer | A-Award | A | Restricted Stock Units | 2,549 | 0.00 | — | 2,549 | — | ↗ |
| 2023-02-22 | Henning Thomas J | Officer | A-Award | A | Restricted Stock Units | 2,653 | 0.00 | — | 2,653 | — | ↗ |
| 2023-02-22 | Glasby William | Officer | A-Award | A | Restricted Stock Units | 4,713 | 0.00 | — | 4,713 | — | ↗ |
| 2023-02-22 | Deuel Jeffrey J | Director / Officer | A-Award | A | Performance Share Units | 7,018 | 0.00 | — | 7,018 | — | ↗ |
| 2023-02-22 | Curran Amy E. | Director / Officer | A-Award | A | Restricted Stock Units | 2,327 | 0.00 | — | 2,327 | — | ↗ |
| 2023-02-22 | Chalfant Tony | Officer | A-Award | A | Restricted Stock Units | 2,199 | 0.00 | — | 2,199 | — | ↗ |
| 2023-01-01 | Ray Matthew T. | Officer | — | D | Common Stock | 0 | 0.00 | — | 11,459 | — | ↗ |
| 2023-01-01 | Curran Amy E. | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 14,664 | — | ↗ |
| 2023-01-01 | Chan Eric Kayen | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-12-20 | Robison Sabrina C | Officer | A-Award | A | Restricted Stock Units | 2,476 | 30.30 | 75.0K | 2,476 | — | ↗ |
| 2022-12-20 | Henning Thomas J | Officer | A-Award | A | Restricted Stock Units | 2,476 | 30.30 | 75.0K | 2,476 | — | ↗ |
| 2022-12-15 | Hirman Cindy M | Officer | M-Exempt | D | Restricted Stock Units | 331 | 30.06 | 9.9K | 1,224 | — | ↗ |
| 2022-12-15 | Glasby William | Officer | M-Exempt | D | Restricted Stock Units | 265 | 30.06 | 8.0K | 1,853 | — | ↗ |
| 2022-11-04 | Huntley Cindy M | Officer | S-Sale | D | Common Stock | 1,193 | 32.61 | 38.9K | 19,815 | — | ↗ |
| 2022-11-04 | Ellwanger Kimberly T | Director | G-Gift | D | Common Stock | 297 | 33.60 | 10.0K | 25,060 | — | ↗ |
| 2022-11-02 | VANCE BRIAN L | Director | S-Sale | D | Common Stock | 5,148 | 32.73 | 168.5K | 92,365 | — | ↗ |
Executive team
Top executives
EBIT / Employee
102.8K
Shares Outstanding
34.00M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Bryan D. McDonald President and Chief Executive Officer of Heritage Financial Corporation and Heritage Bank | 610.6K | — | 256.6K | — | 356.9K | 121.4K | 1.35M | 19.07% | ↗ |
| 2 | 2025 | Jeffrey J. Deuel Retired Chief Executive Officer of Heritage Financial Corporation (effective May 2025) | 252.8K | — | 443.7K | — | 152.9K | 162.8K | 1.01M | 43.83% | ↗ |
| 3 | 2025 | Donald J. Hinson Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank | 439.4K | — | 173.2K | — | 212.6K | 97.1K | 922.3K | 18.78% | ↗ |
| 4 | 2025 | Tony W. Chalfant Executive Vice President and Chief Credit Officer of Heritage Financial Corporation and Heritage Bank | 370.6K | — | 146.0K | — | 184.7K | 95.1K | 796.4K | 18.34% | ↗ |
| 5 | 2025 | Matthew T. Ray Executive Vice President and Chief Lending Officer of Heritage Financial Corporation and Heritage Bank | 372.1K | — | 147.4K | — | 180.1K | 11.2K | 710.8K | 20.73% | ↗ |
| 6 | 2025 | Nicholas M. Bley Executive Vice President of Heritage Financial Corporation and Executive Vice President and Chief Operating Officer of Heritage Bank | 408.0K | — | — | — | 197.4K | 10.8K | 616.2K | 0.00% | ↗ |
| 7 | 2024 | Jeffrey J. Deuel Retired Chief Executive Officer of Heritage Financial Corporation (effective May 2025) | 721.7K | — | 424.3K | — | 339.2K | 145.0K | 1.63M | 26.03% | ↗ |
| 8 | 2024 | Jeffrey J. Deuel Chief Executive Officer of Heritage Financial Corporation | 721.7K | — | 424.3K | — | 339.2K | 145.0K | 1.63M | 26.03% | ↗ |
| 9 | 2024 | Bryan D. McDonald President and Chief Executive Officer of Heritage Financial Corporation and Heritage Bank | 493.4K | — | 202.2K | — | 208.7K | 96.7K | 1.00M | 20.20% | ↗ |
| 10 | 2024 | Bryan D. McDonald President of Heritage Financial Corporation and President and Chief Executive Officer of Heritage Bank | 493.4K | — | 202.2K | — | 208.7K | 96.7K | 1.00M | 20.20% | ↗ |
| 11 | 2024 | Donald J. Hinson Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank | 406.3K | — | 157.7K | — | 152.8K | 81.9K | 798.7K | 19.74% | ↗ |
| 12 | 2024 | Nicholas M. Bley Executive Vice President of Heritage Financial Corporation and Executive Vice President and Chief Operating Officer of Heritage Bank | 71.2K | 300.0K | 350.0K | — | — | 2.0K | 723.3K | 48.40% | ↗ |
| 13 | 2024 | Tony W. Chalfant Executive Vice President and Chief Credit Officer of Heritage Financial Corporation and Heritage Bank | 339.3K | — | 133.0K | — | 128.6K | 87.5K | 688.4K | 19.32% | ↗ |
| 14 | 2023 | Jeffrey J. Deuel President and Chief Executive Officer, Heritage Financial Corporation | 686.3K | — | 381.4K | — | 281.4K | 260.6K | 1.61M | 23.69% | ↗ |
| 15 | 2023 | Jeffrey J. Deuel Chief Executive Officer of Heritage Financial Corporation | 686.3K | — | 381.4K | — | 281.4K | 260.6K | 1.61M | 23.69% | ↗ |
| 16 | 2023 | Jeffrey J. Deuel Retired Chief Executive Officer of Heritage Financial Corporation (effective May 2025) | 686.3K | — | 381.4K | — | 281.4K | 260.6K | 1.61M | 23.69% | ↗ |
| 17 | 2023 | Bryan D. McDonald President and Chief Operating Officer, Heritage Bank | 436.1K | — | 181.8K | — | 160.9K | 170.0K | 948.8K | 19.16% | ↗ |
| 18 | 2023 | Bryan D. McDonald President and Chief Executive Officer of Heritage Financial Corporation and Heritage Bank | 436.1K | — | 181.8K | — | 160.9K | 170.0K | 948.8K | 19.16% | ↗ |
| 19 | 2023 | Bryan D. McDonald President of Heritage Financial Corporation and President and Chief Executive Officer of Heritage Bank | 436.1K | — | 181.8K | — | 160.9K | 170.0K | 948.8K | 19.16% | ↗ |
| 20 | 2023 | Donald J. Hinson Executive Vice President and Chief Financial Officer | 378.4K | — | 138.5K | — | 124.1K | 145.3K | 786.3K | 17.62% | ↗ |
| 21 | 2023 | Donald J. Hinson Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank | 378.4K | — | 138.5K | — | 124.1K | 145.3K | 786.3K | 17.62% | ↗ |
| 22 | 2023 | Tony W. Chalfant Executive Vice President and Chief Credit Officer of Heritage Financial Corporation and Heritage Bank | 322.6K | — | 119.5K | — | 116.8K | 138.3K | 697.2K | 17.14% | ↗ |
| 23 | 2023 | Tony W. Chalfant Executive Vice President and Chief Credit Officer | 322.6K | — | 119.5K | — | 116.8K | 138.3K | 697.2K | 17.14% | ↗ |
| 24 | 2023 | Matthew T. Ray Executive Vice President and Chief Lending Officer | 301.5K | — | 206.2K | — | 86.5K | 10.7K | 604.9K | 34.09% | ↗ |
| 25 | 2022 | Jeffrey J. Deuel President and Chief Executive Officer, Heritage Financial Corporation | 645.8K | — | 389.3K | — | 381.7K | 229.9K | 1.65M | 23.64% | ↗ |
| 26 | 2022 | Jeffrey J. Deuel Chief Executive Officer of Heritage Financial Corporation | 645.8K | — | 389.3K | — | 381.7K | 229.9K | 1.65M | 23.64% | ↗ |
| 27 | 2022 | Bryan D. McDonald President of Heritage Financial Corporation and President and Chief Executive Officer of Heritage Bank | 414.2K | — | 147.1K | — | 208.1K | 166.4K | 935.8K | 15.72% | ↗ |
| 28 | 2022 | Bryan D. McDonald President and Chief Operating Officer, Heritage Bank | 414.2K | — | 147.1K | — | 208.1K | 166.4K | 935.8K | 15.72% | ↗ |
| 29 | 2022 | Donald J. Hinson Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank | 355.1K | — | 108.1K | — | 157.4K | 141.6K | 762.3K | 14.18% | ↗ |
| 30 | 2022 | Donald J. Hinson Executive Vice President and Chief Financial Officer | 355.1K | — | 108.1K | — | 157.4K | 141.6K | 762.3K | 14.18% | ↗ |
| 31 | 2022 | Tony W. Chalfant Executive Vice President and Chief Credit Officer | 306.4K | — | 93.3K | — | 145.0K | 130.1K | 674.8K | 13.83% | ↗ |
| 32 | 2022 | Tony W. Chalfant Executive Vice President and Chief Credit Officer of Heritage Financial Corporation and Heritage Bank | 306.4K | — | 93.3K | — | 145.0K | 130.1K | 674.8K | 13.83% | ↗ |
| 33 | 2022 | Cindy M. Hirman Executive Vice President and Chief Banking Officer | 285.8K | — | 86.2K | — | 126.7K | 109.2K | 607.8K | 14.18% | ↗ |
| 34 | 2021 | Jeffrey J. Deuel President and Chief Executive Officer, Heritage Financial Corporation | 575.0K | — | 340.0K | — | 426.5K | 89.8K | 1.43M | 23.76% | ↗ |
| 35 | 2021 | Bryan D. McDonald President and Chief Operating Officer, Heritage Bank | 396.6K | — | 132.8K | — | 235.3K | 61.6K | 826.3K | 16.07% | ↗ |
| 36 | 2021 | Donald J. Hinson Executive Vice President and Chief Financial Officer | 344.8K | — | 100.4K | — | 179.0K | 54.7K | 678.9K | 14.79% | ↗ |
| 37 | 2021 | Cindy M. Huntley Executive Vice President and Chief Banking Officer | 270.9K | — | 152.8K | — | 140.7K | 40.2K | 604.6K | 25.27% | ↗ |
| 38 | 2021 | Tony W. Chalfant Executive Vice President and Chief Credit Officer | 293.4K | — | 84.2K | — | 152.5K | 38.5K | 568.6K | 14.81% | ↗ |
| 39 | 2021 | Cindy M. Hirman Executive Vice President and Chief Banking Officer | 270.9K | — | 77.8K | — | 140.7K | 40.2K | 529.6K | 14.69% | ↗ |
| 40 | 2020 | Jeffrey J. Deuel President and Chief Executive Officer | 575.0K | — | 340.3K | — | 235.8K | 120.2K | 1.27M | 26.77% | ↗ |
| 41 | 2020 | Jeffrey J. Deuel President and Chief Executive Officer, Heritage Financial Corporation | 575.0K | — | 340.3K | — | 235.8K | 120.2K | 1.27M | 26.77% | ↗ |
| 42 | 2020 | Bryan D. McDonald President and Chief Operating Officer, Heritage Bank | 385.0K | — | 132.9K | — | 126.3K | 84.0K | 728.2K | 18.25% | ↗ |
| 43 | 2020 | Bryan D. McDonald Executive Vice President and Chief Operating Officer | 385.0K | — | 132.9K | — | 126.3K | 84.0K | 728.2K | 18.25% | ↗ |
| 44 | 2020 | Donald J. Hinson Executive Vice President and Chief Financial Officer | 339.7K | — | 100.5K | — | 97.5K | 74.1K | 611.8K | 16.43% | ↗ |
| 45 | 2020 | Tony W. Chalfant Executive Vice President and Chief Credit Officer | 266.2K | — | 197.6K | — | 73.9K | 20.1K | 557.8K | 35.42% | ↗ |
| 46 | 2020 | Cindy M. Hirman Executive Vice President and Chief Banking Officer | 263.0K | — | 152.8K | — | 75.5K | 9.5K | 500.9K | 30.51% | ↗ |
| 47 | 2020 | Cindy M. Huntley Executive Vice President and Chief Banking Officer | 263.0K | — | 152.8K | — | 75.5K | 9.5K | 500.9K | 30.51% | ↗ |
| 48 | 2019 | Brian L. Vance Executive Chairman | 420.0K | — | 523.0K | — | 138.7K | 355.0K | 1.44M | 36.41% | ↗ |
| 49 | 2019 | Jeffrey J. Deuel President and Chief Executive Officer, Heritage Financial Corporation | 521.5K | — | 183.0K | — | 214.7K | 164.0K | 1.08M | 16.89% | ↗ |
| 50 | 2019 | Jeffrey J. Deuel President and Chief Executive Officer | 521.5K | — | 183.0K | — | 214.7K | 164.0K | 1.08M | 16.89% | ↗ |
| 51 | 2019 | Bryan D. McDonald Executive Vice President and Chief Operating Officer | 370.8K | — | 121.9K | — | 128.5K | 123.9K | 745.1K | 16.37% | ↗ |
| 52 | 2019 | Bryan D. McDonald President and Chief Operating Officer, Heritage Bank | 370.8K | — | 121.9K | — | 128.5K | 123.9K | 745.1K | 16.37% | ↗ |
| 53 | 2019 | Donald J. Hinson Executive Vice President and Chief Financial Officer | 334.7K | — | 96.7K | — | 101.5K | 116.7K | 649.7K | 14.88% | ↗ |
| 54 | 2019 | David A. Spurling Executive Vice President and Chief Credit Officer | 312.5K | — | 92.4K | — | 94.9K | 109.1K | 608.9K | 15.17% | ↗ |
| 55 | 2019 | Cindy M. Huntley Executive Vice President and Chief Banking Officer | 241.1K | — | 147.2K | — | 62.7K | 8.9K | 459.9K | 32.00% | ↗ |
| 56 | 2018 | Brian L. Vance Executive Chairman | 586.3K | — | 266.3K | — | 315.4K | 262.3K | 1.43M | 18.66% | ↗ |
| 57 | 2018 | Brian L. Vance Chief Executive Officer of Heritage | 586.3K | — | 266.3K | — | 315.4K | 259.3K | 1.43M | 18.66% | ↗ |
| 58 | 2018 | Jeffrey J. Deuel President of Heritage and President and Chief Executive Officer of Heritage Bank | 429.0K | — | 136.5K | — | 197.2K | 115.4K | 878.1K | 15.54% | ↗ |
| 59 | 2018 | Jeffrey J. Deuel President and Chief Executive Officer | 429.0K | — | 134.1K | — | 197.2K | 115.4K | 875.8K | 15.32% | ↗ |
| 60 | 2018 | Bryan D. McDonald Executive Vice President, Chief Operating Officer of Heritage Bank | 333.3K | — | 93.0K | — | 135.1K | 95.2K | 656.5K | 14.17% | ↗ |
| 61 | 2018 | Bryan D. McDonald Executive Vice President and Chief Operating Officer | 333.3K | — | 91.4K | — | 135.1K | 95.2K | 654.9K | 13.95% | ↗ |
| 62 | 2018 | Donald J. Hinson Executive Vice President, Chief Financial Officer of Heritage and Heritage Bank | 302.3K | — | 82.5K | — | 113.8K | 91.9K | 590.5K | 13.97% | ↗ |
| 63 | 2018 | Donald J. Hinson Executive Vice President and Chief Financial Officer | 302.3K | — | 81.0K | — | 113.8K | 91.9K | 589.0K | 13.76% | ↗ |
| 64 | 2018 | David A. Spurling Executive Vice President, Chief Credit Officer of Heritage Bank | 290.8K | — | 82.1K | — | 112.5K | 91.5K | 576.9K | 14.23% | ↗ |
| 65 | 2018 | David A. Spurling Executive Vice President and Chief Credit Officer | 290.8K | — | 82.1K | — | 112.5K | 91.5K | 576.9K | 14.23% | ↗ |
| 66 | 2017 | Brian L. Vance President & Chief Executive Officer of Heritage and Chief Executive Officer of Heritage Bank | 524.9K | 24.7K | 258.6K | — | 281.0K | 217.9K | 1.31M | 19.78% | ↗ |
| 67 | 2017 | Brian L. Vance Executive Chairman | 524.9K | 24.7K | 258.6K | — | 281.0K | 217.9K | 1.31M | 19.78% | ↗ |
| 68 | 2017 | Brian L. Vance Chief Executive Officer of Heritage | 524.9K | 24.7K | 258.6K | — | 281.0K | 217.9K | 1.31M | 19.78% | ↗ |
| 69 | 2017 | Jeffrey J. Deuel Executive Vice President of Heritage and President & Chief Operating Officer of Heritage Bank | 337.4K | 12.7K | 116.4K | — | 144.5K | 91.9K | 702.8K | 16.56% | ↗ |
| 70 | 2017 | Jeffrey J. Deuel President and Chief Executive Officer | 337.4K | 12.7K | 116.4K | — | 144.5K | 91.9K | 702.8K | 16.56% | ↗ |
| 71 | 2017 | Jeffrey J. Deuel President of Heritage and President and Chief Executive Officer of Heritage Bank | 337.4K | 12.7K | 116.4K | — | 144.5K | 91.9K | 702.8K | 16.56% | ↗ |
| 72 | 2017 | Bryan D. McDonald Executive Vice President and Chief Operating Officer | 279.7K | 9.2K | 82.7K | — | 104.8K | 74.6K | 551.1K | 15.00% | ↗ |
| 73 | 2017 | Bryan D. McDonald Executive Vice President, Chief Lending Officer of Heritage Bank | 279.7K | 9.2K | 82.7K | — | 104.8K | 74.6K | 551.1K | 15.00% | ↗ |
| 74 | 2017 | Bryan D. McDonald Executive Vice President, Chief Operating Officer of Heritage Bank | 279.7K | 9.2K | 82.7K | — | 104.8K | 74.6K | 551.1K | 15.00% | ↗ |
| 75 | 2017 | David A. Spurling Executive Vice President and Chief Credit Officer | 269.7K | 7.8K | 79.7K | — | 105.3K | 72.7K | 535.2K | 14.89% | ↗ |
| 76 | 2017 | David A. Spurling Executive Vice President, Chief Credit Officer of Heritage Bank | 269.7K | 7.8K | 79.7K | — | 105.3K | 72.7K | 535.2K | 14.89% | ↗ |
| 77 | 2017 | Donald J. Hinson Executive Vice President, Chief Financial Officer of Heritage and Heritage Bank | 270.8K | 8.9K | 80.1K | — | 101.5K | 72.9K | 534.1K | 14.99% | ↗ |
| 78 | 2017 | Donald J. Hinson Executive Vice President and Chief Financial Officer | 270.8K | 8.9K | 80.1K | — | 101.5K | 72.9K | 534.1K | 14.99% | ↗ |
| 79 | 2016 | Brian L. Vance Chief Executive Officer of Heritage | 509.4K | — | 130.0K | — | 202.8K | 245.6K | 1.09M | 11.96% | ↗ |
| 80 | 2016 | Brian L. Vance President & Chief Executive Officer of Heritage and Chief Executive Officer of Heritage Bank | 509.4K | — | 130.0K | — | 202.8K | 245.6K | 1.09M | 11.96% | ↗ |
| 81 | 2016 | Jeffrey J. Deuel Executive Vice President of Heritage and President & Chief Operating Officer of Heritage Bank | 314.1K | — | 63.9K | — | 89.7K | 100.4K | 568.1K | 11.25% | ↗ |
| 82 | 2016 | Jeffrey J. Deuel President of Heritage and President and Chief Executive Officer of Heritage Bank | 314.1K | — | 63.9K | — | 89.7K | 100.4K | 568.1K | 11.25% | ↗ |
| 83 | 2016 | Bryan D. McDonald Executive Vice President, Chief Operating Officer of Heritage Bank | 270.4K | 41.7K | 57.3K | — | 80.4K | 95.1K | 544.9K | 10.52% | ↗ |
| 84 | 2016 | Bryan D. McDonald Executive Vice President, Chief Lending Officer of Heritage Bank | 270.4K | 41.7K | 57.3K | — | 80.4K | 95.1K | 544.9K | 10.52% | ↗ |
| 85 | 2016 | Donald J. Hinson Executive Vice President, Chief Financial Officer of Heritage and Heritage Bank | 262.8K | — | 55.9K | — | 78.5K | 86.2K | 483.5K | 11.57% | ↗ |
| 86 | 2016 | David A. Spurling Executive Vice President, Chief Credit Officer of Heritage Bank | 256.1K | — | 54.5K | — | 75.9K | 81.9K | 468.5K | 11.64% | ↗ |
| 87 | 2015 | Brian L. Vance President & Chief Executive Officer of Heritage | 494.3K | — | 159.9K | — | 229.2K | 187.2K | 1.07M | 14.93% | ↗ |
| 88 | 2015 | Brian L. Vance President & Chief Executive Officer of Heritage and Chief Executive Officer of Heritage Bank | 494.3K | — | 159.9K | — | 229.2K | 184.9K | 1.07M | 14.97% | ↗ |
| 89 | 2015 | Bryan D. McDonald Executive Vice President, Chief Lending Officer of Heritage Bank | 261.4K | 125.0K | 47.3K | — | 90.9K | 33.9K | 558.5K | 8.47% | ↗ |
| 90 | 2015 | Jeffrey J. Deuel President & Chief Operating Officer of Heritage Bank | 291.5K | — | 78.6K | — | 101.4K | 67.0K | 538.5K | 14.59% | ↗ |
| 91 | 2015 | Jeffrey J. Deuel Executive Vice President of Heritage and President & Chief Operating Officer of Heritage Bank | 291.5K | — | 78.6K | — | 101.4K | 64.2K | 535.6K | 14.67% | ↗ |
| 92 | 2015 | Donald J. Hinson Executive Vice President, Chief Financial Officer of | 255.1K | — | 73.5K | — | 88.7K | 53.7K | 471.0K | 15.60% | ↗ |
| 93 | 2015 | Donald J. Hinson Executive Vice President, Chief Financial Officer of Heritage and Heritage Bank | 255.1K | — | 73.5K | — | 88.7K | 53.7K | 471.0K | 15.60% | ↗ |
| 94 | 2015 | David A. Spurling Executive Vice President, Chief Credit Officer of Heritage Bank | 237.3K | — | 50.2K | — | 82.7K | 49.6K | 419.7K | 11.95% | ↗ |
| 95 | 2014 | Brian L. Vance President & Chief Executive Officer of Heritage | 449.5K | — | 243.5K | — | 157.8K | 214.9K | 1.07M | 22.85% | ↗ |
| 96 | 2014 | Brian L. Vance President & Chief Executive Officer of Heritage and Chief Executive Officer of Heritage Bank | 449.5K | — | 243.5K | — | 157.8K | 214.9K | 1.07M | 22.85% | ↗ |
| 97 | 2014 | Jeffrey J. Deuel President & Chief Operating Officer of Heritage Bank | 271.6K | — | 136.3K | — | 70.0K | 119.9K | 597.9K | 22.80% | ↗ |
| 98 | 2014 | Jeffrey J. Deuel Executive Vice President of Heritage and President & Chief Operating Officer of Heritage Bank | 271.6K | — | 136.3K | — | 70.0K | 119.9K | 597.9K | 22.80% | ↗ |
| 99 | 2014 | Donald J. Hinson Executive Vice President, Chief Financial Officer of | 247.7K | — | 133.0K | — | 71.3K | 109.5K | 561.4K | 23.68% | ↗ |
| 100 | 2014 | Donald J. Hinson Executive Vice President, Chief Financial Officer of Heritage and Heritage Bank | 247.7K | — | 133.0K | — | 71.3K | 109.5K | 561.4K | 23.68% | ↗ |
| 101 | 2014 | Heritage and Heritage Bank | 247.7K | — | 133.0K | — | 71.3K | 109.5K | 561.4K | 23.68% | ↗ |
| 102 | 2014 | David A. Spurling Executive Vice President, Chief Credit Officer of Heritage Bank | 221.7K | — | 174.3K | — | 47.3K | 101.9K | 545.2K | 31.96% | ↗ |
| 103 | 2014 | Bryan D. McDonald Executive Vice President, Chief Lending Officer of Heritage Bank | 171.7K | 83.3K | 50.0K | — | 56.7K | 24.3K | 386.0K | 12.95% | ↗ |
| 104 | 2013 | Brian L. Vance President & Chief Executive Officer of Heritage | 412.0K | — | 126.7K | — | 161.3K | 113.0K | 813.1K | 15.58% | ↗ |
| 105 | 2013 | Jeffrey J. Deuel President & Chief Operating Officer of Heritage Bank | 256.0K | — | 78.7K | — | 75.2K | 58.6K | 468.5K | 16.80% | ↗ |
| 106 | 2013 | Heritage and Heritage Bank | 244.0K | — | 75.0K | — | 70.6K | 51.8K | 441.5K | 16.99% | ↗ |
| 107 | 2013 | Donald J. Hinson Executive Vice President, Chief Financial Officer of Heritage and Heritage Bank | 244.0K | — | 75.0K | — | 70.6K | 51.8K | 441.5K | 16.99% | ↗ |
| 108 | 2013 | Donald J. Hinson Executive Vice President, Chief Financial Officer of | 244.0K | — | 75.0K | — | 70.6K | 51.8K | 441.5K | 16.99% | ↗ |
| 109 | 2013 | David A. Spurling Executive Vice President, Chief Credit Officer of Heritage Bank | 210.1K | — | 63.0K | — | 60.2K | 16.8K | 350.2K | 18.00% | ↗ |
| 110 | 2013 | D. Michael Broadhead President, Central Valley Bank, a division of Heritage | 200.0K | — | 61.5K | — | 58.7K | 18.8K | 339.0K | 18.14% | ↗ |
| 111 | 2012 | Brian L. Vance President & Chief Executive Officer of Heritage | 359.5K | — | 95.6K | — | 145.8K | 178.9K | 779.9K | 12.26% | ↗ |
| 112 | 2012 | Brian L. Vance President & Chief Executive Officer | 359.5K | — | 95.6K | — | 145.8K | 178.9K | 779.9K | 12.26% | ↗ |
| 113 | 2012 | Jeffrey J. Deuel President & Chief Operating Officer of Heritage Bank | 236.2K | — | 156.2K | — | 75.7K | 31.6K | 499.6K | 31.26% | ↗ |
| 114 | 2012 | Jeffrey J. Deuel President & Chief Operating Officer | 236.2K | — | 156.2K | — | 75.7K | 31.6K | 499.6K | 31.26% | ↗ |
| 115 | 2012 | Donald J. Hinson Executive Vice President Chief Financial Officer | 212.6K | — | 147.1K | — | 63.4K | 19.8K | 443.0K | 33.20% | ↗ |
| 116 | 2012 | Donald J. Hinson Executive Vice President, Chief Financial Officer of Heritage and Heritage Bank | 212.6K | — | 147.1K | — | 63.4K | 19.8K | 443.0K | 33.20% | ↗ |
| 117 | 2012 | D. Michael Broadhead President, Central Valley Bank, a division of Heritage | 191.0K | — | 47.3K | — | 63.7K | 22.4K | 324.4K | 14.57% | ↗ |
| 118 | 2012 | D. Michael Broadhead President, Central Valley Bank | 191.0K | — | 47.3K | — | 63.7K | 22.4K | 324.4K | 14.57% | ↗ |
| 119 | 2012 | David A. Spurling Executive Vice President, Chief Credit Officer of Heritage Bank | 187.5K | — | 44.1K | — | 59.5K | 16.8K | 307.8K | 14.33% | ↗ |
| 120 | 2012 | David A. Spurling Senior Vice President, Chief Credit Officer | 187.5K | — | 44.1K | — | 59.5K | 16.8K | 307.8K | 14.33% | ↗ |
| 121 | 2011 | Brian L. Vance President & Chief Executive Officer | 304.7K | — | 100.6K | — | 109.2K | 26.3K | 540.7K | 18.60% | ↗ |
| 122 | 2011 | Brian L. Vance President & Chief Executive Officer of Heritage | 304.7K | — | 100.6K | — | 109.2K | 26.3K | 540.7K | 18.60% | ↗ |
| 123 | 2011 | Jeffrey J. Deuel Executive Vice President Chief Operating Officer | 216.0K | — | 59.1K | — | 57.7K | 34.5K | 367.3K | 16.08% | ↗ |
| 124 | 2011 | Jeffrey J. Deuel President & Chief Operating Officer of Heritage Bank | 216.0K | — | 59.1K | — | 57.7K | 31.1K | 363.9K | 16.23% | ↗ |
| 125 | 2011 | Jeffrey J. Deuel President & Chief Operating Officer | 216.0K | — | 59.1K | — | 57.7K | 31.1K | 363.9K | 16.23% | ↗ |
| 126 | 2011 | D. Michael Broadhead President, Central Valley Bank, a division of Heritage | 180.3K | — | 49.2K | — | 48.1K | 21.7K | 299.2K | 16.45% | ↗ |
| 127 | 2011 | D. Michael Broadhead President, Central Valley Bank | 180.3K | — | 49.2K | — | 48.1K | 21.7K | 299.2K | 16.45% | ↗ |
| 128 | 2011 | Donald J. Hinson Senior Vice President Chief Financial Officer | 180.0K | — | 49.5K | — | 48.4K | 21.1K | 298.9K | 16.56% | ↗ |
| 129 | 2011 | Donald J. Hinson Executive Vice President, Chief Financial Officer of Heritage and Heritage Bank | 180.0K | — | 49.5K | — | 48.4K | 17.8K | 295.6K | 16.75% | ↗ |
| 130 | 2011 | Donald J. Hinson Executive Vice President Chief Financial Officer | 180.0K | — | 49.5K | — | 48.4K | 17.8K | 295.6K | 16.75% | ↗ |
| 131 | 2011 | Gregory D. Patjens Executive Vice President Chief Lending Officer | 172.6K | — | 47.8K | — | 46.7K | 18.8K | 285.9K | 16.72% | ↗ |
| 132 | 2011 | David A. Spurling Senior Vice President, Chief Credit Officer | 168.7K | — | 46.4K | — | 45.3K | 16.0K | 276.5K | 16.79% | ↗ |
| 133 | 2011 | David A. Spurling Executive Vice President, Chief Credit Officer of Heritage Bank | 168.7K | — | 46.4K | — | 45.3K | 16.0K | 276.5K | 16.79% | ↗ |
| 134 | 2010 | Brian L. Vance President and Chief Executive Officer | 270.4K | — | 71.5K | — | 107.2K | 25.4K | 474.5K | 15.06% | ↗ |
| 135 | 2010 | Brian L. Vance President & Chief Executive Officer | 270.4K | — | 71.5K | — | 107.2K | 25.4K | 474.5K | 15.06% | ↗ |
| 136 | 2010 | Jeffrey J. Deuel Executive Vice President Chief Operating Officer | 166.0K | — | 74.4K | 80.5K | 67.5K | 23.5K | 411.9K | 37.61% | ↗ |
| 137 | 2010 | Jeffrey J. Deuel President & Chief Operating Officer | 166.0K | — | 74.4K | 80.5K | 67.5K | 23.5K | 411.9K | 37.61% | ↗ |
| 138 | 2010 | Jeffrey J. Deuel Executive Vice President and Chief Operating Officer | 166.0K | — | 74.4K | 80.5K | 67.5K | 23.5K | 411.9K | 37.61% | ↗ |
| 139 | 2010 | D. Michael Broadhead President, Central Valley Bank | 164.3K | — | 19.7K | 19.7K | 53.2K | 16.5K | 273.4K | 14.42% | ↗ |
| 140 | 2010 | David A. Spurling Senior Vice President, Chief Credit Officer | 154.3K | — | 32.2K | 17.4K | 46.9K | 13.6K | 264.4K | 18.75% | ↗ |
| 141 | 2010 | David A. Spurling Senior Vice President and Chief Credit Officer, Heritage Bank | 154.3K | — | 32.2K | 17.4K | 46.9K | 13.6K | 264.4K | 18.75% | ↗ |
| 142 | 2010 | Donald J. Hinson Executive Vice President Chief Financial Officer | 158.0K | — | 31.2K | 16.4K | 44.3K | 13.9K | 263.7K | 18.06% | ↗ |
| 143 | 2010 | Donald J. Hinson Senior Vice President Chief Financial Officer | 158.0K | — | 31.2K | 16.4K | 44.3K | 13.9K | 263.7K | 18.06% | ↗ |
| 144 | 2010 | Donald J. Hinson Senior Vice President and Chief Financial Officer | 158.0K | — | 31.2K | 16.4K | 44.3K | 13.9K | 263.7K | 18.06% | ↗ |
| 145 | 2010 | Gregory D. Patjens Executive Vice President Chief Lending Officer | 155.6K | — | 18.5K | 18.5K | 49.9K | 11.8K | 254.3K | 14.55% | ↗ |
| 146 | 2010 | Gregory D. Patjens Executive Vice President and Chief Lending Officer, Heritage Bank | 155.6K | — | 18.5K | 18.5K | 49.9K | 11.8K | 254.3K | 14.55% | ↗ |
| 147 | 2009 | Brian L. Vance President & Chief Executive Officer | 238.2K | — | 67.8K | — | — | 22.6K | 328.6K | 20.62% | ↗ |
| 148 | 2009 | Brian L. Vance President and Chief Executive Officer | 238.2K | — | 67.8K | — | — | 22.6K | 328.6K | 20.62% | ↗ |
| 149 | 2009 | D. Michael Broadhead President, Central Valley Bank | 156.8K | — | — | — | 22.0K | 20.7K | 199.4K | 0.00% | ↗ |
| 150 | 2009 | Gregory D. Patjens Executive Vice President and Chief Lending Officer, Heritage Bank | 147.8K | — | — | 8.4K | — | 8.7K | 164.9K | 5.09% | ↗ |
| 151 | 2009 | Gregory D. Patjens Executive Vice President, Heritage Bank | 147.8K | — | — | 8.4K | — | 8.7K | 164.9K | 5.09% | ↗ |
| 152 | 2009 | Gregory D. Patjens Executive Vice President Chief Lending Officer | 147.8K | — | — | 8.4K | — | 8.7K | 164.9K | 5.09% | ↗ |
| 153 | 2009 | David A. Spurling Senior Vice President and Chief Credit Officer, Heritage Bank | 139.1K | — | — | 5.6K | — | 10.6K | 155.3K | 3.60% | ↗ |
| 154 | 2009 | Donald J. Hinson Senior Vice President Chief Financial Officer | 131.3K | — | — | — | 7.0K | 9.3K | 147.6K | 0.00% | ↗ |
| 155 | 2009 | Donald J. Hinson Senior Vice President and Chief Financial Officer | 131.3K | — | — | 7.0K | — | 9.3K | 147.6K | 4.74% | ↗ |
| 156 | 2008 | Brian L. Vance President and Chief Executive Officer | 236.0K | — | 40.0K | — | — | 25.5K | 301.4K | 13.27% | ↗ |
| 157 | 2008 | D. Michael Broadhead President, Central Valley Bank | 153.0K | — | 23.0K | — | 28.0K | 18.7K | 222.7K | 10.32% | ↗ |
| 158 | 2008 | Gregory D. Patjens Executive Vice President, Heritage Bank | 147.1K | — | 20.0K | — | 18.8K | 8.5K | 194.4K | 10.28% | ↗ |
| 159 | 2008 | Gregory D. Patjens Executive Vice President and Chief Lending Officer, Heritage Bank | 147.1K | — | 20.0K | — | 18.8K | 8.5K | 194.4K | 10.28% | ↗ |
| 160 | 2008 | Donald J. Hinson Senior Vice President, Chief Financial Officer | 129.7K | — | 15.5K | 2.9K | 13.3K | 13.2K | 174.6K | 10.54% | ↗ |
| 161 | 2008 | Donald J. Hinson Senior Vice President and Chief Financial Officer | 129.7K | — | 14.0K | — | 13.3K | 13.2K | 170.2K | 8.22% | ↗ |
| 162 | 2008 | Donald V. Rhodes Chairman | 75.0K | — | — | 6.9K | — | 13.2K | 95.1K | 7.25% | ↗ |
| 163 | 2007 | Brian L. Vance President and Chief Executive Officer | 241.1K | — | 38.6K | — | 25.0K | 31.1K | 335.7K | 11.50% | ↗ |
| 164 | 2007 | D. Michael Broadhead President, Central Valley Bank | 147.1K | — | 19.9K | — | 30.0K | 20.5K | 217.5K | 9.14% | ↗ |
| 165 | 2007 | Gregory D. Patjens Executive Vice President, Heritage Bank | 159.5K | — | 19.3K | — | 18.6K | 16.4K | 213.8K | 9.03% | ↗ |
| 166 | 2007 | Edward D. Cameron Senior Vice President, Corporate Secretary | 153.4K | — | 12.5K | 7.9K | 17.1K | 15.1K | 206.0K | 9.91% | ↗ |
| 167 | 2007 | Donald J. Hinson Senior Vice President and Chief Financial Officer | 106.8K | — | 65.8K | — | 11.1K | 9.9K | 193.6K | 33.96% | ↗ |
| 168 | 2007 | Donald J. Hinson Senior Vice President, Chief Financial Officer | 106.8K | — | 5.9K | 3.5K | 11.1K | 9.9K | 137.3K | 6.84% | ↗ |
| 169 | 2007 | Donald V. Rhodes Chairman, former Chief Executive Officer | 75.0K | — | — | 6.0K | — | 13.1K | 94.1K | 6.41% | ↗ |
| 170 | 2006 | D. Michael Broadhead President Central Valley Bank | 141.4K | — | 6.1K | 14.6K | 30.0K | 223.2K | 415.3K | 4.98% | ↗ |
| 171 | 2006 | Brian L. Vance President and Chief Executive Officer | 208.2K | — | 19.3K | 39.1K | 27.5K | 26.6K | 320.6K | 18.20% | ↗ |
| 172 | 2006 | Edward D. Cameron Executive Vice President, Chief Financial Officer | 135.1K | — | 6.1K | 8.8K | 19.0K | 17.2K | 186.2K | 8.03% | ↗ |
| 173 | 2006 | Gregory D. Patjens Executive Vice President Heritage Bank | 139.5K | — | — | 9.7K | 17.8K | 14.7K | 181.7K | 5.35% | ↗ |
| 174 | 2006 | Donald V. Rhodes Chairman, former Chief Executive Officer | 150.0K | — | — | 3.6K | — | 26.7K | 180.2K | 1.99% | ↗ |
| 175 | 2006 | Paul Huntsman Former Senior Vice President and Chief Financial Officer | 29.7K | — | 4.2K | 2.6K | — | 16.5K | 53.0K | 12.83% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Bryan D. McDonald | Chief Executive Officer, President & Director | 1M | male |
| Donald J. Hinson | Executive Vice President & Chief Financial Officer | 738.7K | male |
| Anthony Chalfant | Executive Vice President & Chief Credit Officer | 647.1K | male |
| Nicholas Bley | Executive Vice President | 616.2K | male |
| Jeffrey J. Deuel | Advisory to the Chief Executive Officer | 553.7K | male |
| Brian L. Vance | Independent Chairman | 122.5K | male |
| Kaylene Lahn | Senior VP, Corporate Governance Officer & Corporate Secretary | — | female |
ESG Rating
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for HFWA
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
