Heritage Financial Corp. (WA) (HFWA)

FINANCE: TRUSTS & THRIFTS
SIC: SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED

201 FIFTH AVENUE S.W. OLYMPIA, WA 98501

Heritage Financial is a bank holding company. Co. is engaged in planning, directing and coordinating the business activities of its wholly owned subsidiaries, Heritage Bank and Central Valley Bank. Co.'s business consists primarily of lending and deposit relationships with small businesses and their owners, and accepting deposits from the general public. Co. makes residential and commercial construction, multi-family and commercial real estate, and consumer loans and provides for sale or investment purposes first mortgage loans on residential properties in western and central Washington State. As of Dec 31 2009, Co. had total assets of $1.01 billion and total deposits of $840.1 million.

Data as of 2020-05-30
Market Cap681.881 Million Shares Outstanding35.888 Million Avg 30-day Volume184.747 Thousand
P/E Ratio11.2 Dividend Yield4.211 EPS1.71
Price/Sales2.71 Price cash flow ratio8.6 Price free cash flow ratio18.5
Book Value22.25 Price to Tangible Book1.27 Alpha0.0
Short Interest Ratio % Short Interest to Float R-squared0.180062
BETA0.684477 52-week High/Low30.15 / 14.65 Stddev0.068842
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Funds Holding HFWA (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding HFWA BETA

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

6.4 Thousand total shares from 2 transactions

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

14.1 Thousand total shares from 10 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

MILLER GRAGG E

  • Director
21,246 2020-05-14 3

DEUEL JEFFREY J PRESIDENT & CEO

  • Officer
  • Director
39,351 2020-05-08 4

LYON JEFFREY S

  • Director
35,288 2020-05-04 3

ELLWANGER KIMBERLY T

  • Director
21,653 2020-05-04 2

CLEES JOHN A

  • Director
47,468 2020-05-04 2

VANCE BRIAN L

  • Director
109,080 2020-05-04 5

CHARNESKI BRIAN

  • Director
30,028 2020-05-04 3

WATSON ANN

  • Director
12,440 2020-05-04 2

GAVIN DEBORAH J

  • Director
12,534 2020-05-04 2

PICKERING ANTHONY

  • Director
51,511 2020-05-04 2

DENNIS STEPHEN

  • Director
32,113 2020-05-04 2

SPURLING DAVID A CHIEF CREDIT OFFICER

  • Officer
24,241 2020-03-16 6

HINSON DONALD EVPAND CHIEF FINANCIAL OFFICER

  • Officer
32,233 2020-03-16 4

MCDONALD BRYAN EVP AND COO

  • Officer
13,697 2020-03-16 4

HUNTLEY CINDY M EVP DIRECTOR OF RETAIL BANKING

  • Officer
19,043 2020-03-16 4

ROBISON SABRINA C SVP HUMAN RESOURCES DIRECTOR

  • Officer
21,077 2020-03-16 4

HENNING THOMAS J EVP CHIEF RISK OFFICER

  • Officer
2,171 2020-03-16 2

GLASBY WILLIAM EVP CHIEF TECHONOLOGY OFFICER

  • Officer
1,186 2020-03-16 4

GAHLER STEVEN A EVP CHIEF MARKETING OFFICER

  • Officer
0 2020-02-26 3

BANNER LISA EVP DIRECTOR SHARED SERVICES

  • Officer
0 2019-07-08 2

CHRISTENSEN GARY B

  • Director
No longer subject to file 2017-05-03 0

BROWN DAVID H

  • Director
No longer subject to file 2017-05-03 0

SEVERNS ROBERT T

  • Director
No longer subject to file 2017-05-03 0

CRAWFORD MARK D

  • Director
No longer subject to file 2017-05-03 0

ALTOM RHODA L

  • Director
No longer subject to file 2017-05-03 0

ENG EDWARD EXEC. VP AND CAO OF THE BANK

  • Officer
No longer subject to file 2015-09-30 0

LIEN JAY T

  • Director
No longer subject to file 2014-12-31 0

RHODES DONALD V CHAIRMAN

  • Officer
No longer subject to file 2014-06-04 0

BROADHEAD MICHAEL PRESIDENT/CENTRAL VALLEY BANK

  • Officer
No longer subject to file 2014-06-04 0

JENSEN DARYL D

  • Director
No longer subject to file 2014-06-04 0

WEIGAND PHILIP S

  • Director
132,049 2013-03-20 0

PATJENS GREGORY EXVICEPRES / HERITAGE BANK

  • Officer
No longer subject to file 2013-03-15 0

FLUETSCH PETER

  • Director
43,844 2012-07-30 0

CAMERON EDWARD D SVP AND CORP SECRETARY

  • Officer
15,075 2008-03-25 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

MILLER GRAGG E - Director

2020-05-14 P 1,000 $15.38 a 21,246 21,246.00 direct

DEUEL JEFFREY J - Director - Officer PRESIDENT & CEO

2020-05-08 P 5,391 $18.55 a 39,351 39,351.00 direct

GAVIN DEBORAH J - Director

2020-05-04 M 1,291 $19.40 a 12,534 12,534.00 direct

VANCE BRIAN L - Director

2020-05-04 M 2,503 d 0 109,080.00 direct

ELLWANGER KIMBERLY T - Director

2020-05-04 M 1,291 $19.40 d 0 21,653.00 direct

PICKERING ANTHONY - Director

2020-05-04 M 1,291 $19.40 a 51,511 51,511.00 direct

DENNIS STEPHEN - Director

2020-05-04 M 1,291 $19.40 d 0 32,113.00 direct

CHARNESKI BRIAN - Director

2020-05-04 M 1,291 $19.40 a 30,028 30,028.00 direct

WATSON ANN - Director

2020-05-04 M 1,291 $19.40 d 0 12,440.00 direct

LYON JEFFREY S - Director

2020-05-04 M 1,291 $19.40 a 35,288 35,288.00 direct

VANCE BRIAN L - Director

2020-05-04 F 543 $19.40 d 109,080 109,080.00 direct

ELLWANGER KIMBERLY T - Director

2020-05-04 M 1,291 $19.40 a 21,653 21,653.00 direct

MILLER GRAGG E - Director

2020-05-04 M 1,291 $19.40 d 0 20,246.00 direct

DENNIS STEPHEN - Director

2020-05-04 M 1,291 $19.40 a 32,113 32,113.00 direct

CLEES JOHN A - Director

2020-05-04 M 1,291 $19.40 d 0 47,468.00 direct

WATSON ANN - Director

2020-05-04 M 1,291 $19.40 a 12,440 12,440.00 direct

GAVIN DEBORAH J - Director

2020-05-04 M 1,291 $19.40 d 0 12,534.00 direct

VANCE BRIAN L - Director

2020-05-04 M 2,503 $19.40 a 109,623 109,080.00 direct

PICKERING ANTHONY - Director

2020-05-04 M 1,291 $19.40 d 0 51,511.00 direct

MILLER GRAGG E - Director

2020-05-04 M 1,291 $19.40 a 20,246 20,246.00 direct

CHARNESKI BRIAN - Director

2020-05-04 M 1,291 $19.40 d 0 30,028.00 direct

CLEES JOHN A - Director

2020-05-04 M 1,291 $19.40 a 47,468 47,468.00 direct

LYON JEFFREY S - Director

2020-05-04 M 1,291 $19.40 d 0 35,288.00 direct

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