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 2020-10-17
Market Cap740.442 Million Shares Outstanding35.909 Million Avg 30-day Volume146.658 Thousand
P/E Ratio18.5 Dividend Yield3.88 EPS1.11
Price/Sales3.943 Price cash flow ratio6.1 Price free cash flow ratio10.6
Book Value22.1 Price to Tangible Book1.37 Alpha-0.0
Short Interest Ratio % Short Interest to Float R-squared0.210411
BETA0.751345 52-week High/Low29.245 / 14.65 Stddev0.070345
View SEC Filings from HFWA instead.
Q2 2020 All 13F Filers Prior Change Hedge Funds 1 Prior Change
In top 10: 0 0 0 (0.0%) 0 (0.0%)
Funds Holding: 119 123 -3.25% 29 (1.89%) 28 (1.79%) 3.57%
13F shares: 28.948 Million 29.269 Million -1.1% 5.396 Million 5.502 Million -1.94%
% Ownership 80.6155 80.7976 -0.23% 15.0259 15.189 -1.07%
New Positions: 15 13 15.38% 7 5 40.0%
Increased Positions 40 47 -14.89% 10 7 42.86%
Closed Positions 17 21 -19.05% 6 8 -25.0%
Reduced Positions 41 39 5.13% 10 14 -28.57%
Total Calls 0 0
Total Puts 0 0
PUT/CALL Ratio
1 hedge funds and active managers as identified by whalewisdom.com through public filings.

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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

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

423 total shares from 2 transactions

Current/Former Insiders

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

GLASBY WILLIAM EVP CHIEF TECHONOLOGY OFFICER

  • Officer
1,281 2020-09-15 4

GAHLER STEVEN A EVP CHIEF MARKETING OFFICER

  • Officer
229 2020-09-15 2

CHALFANT TONY EVP CHIEF CREDIT OFFICER

  • Officer
17,211 2020-07-01 1

MILLER GRAGG E

  • Director
21,246 2020-05-14 2

DEUEL JEFFREY J PRESIDENT & CEO

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

LYON JEFFREY S

  • Director
35,288 2020-05-04 2

ELLWANGER KIMBERLY T

  • Director
21,653 2020-05-04 1

CLEES JOHN A

  • Director
47,468 2020-05-04 1

VANCE BRIAN L

  • Director
109,080 2020-05-04 3

CHARNESKI BRIAN

  • Director
30,028 2020-05-04 2

WATSON ANN

  • Director
12,440 2020-05-04 1

GAVIN DEBORAH J

  • Director
12,534 2020-05-04 1

PICKERING ANTHONY

  • Director
51,511 2020-05-04 1

DENNIS STEPHEN

  • Director
32,113 2020-05-04 1

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 3

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

BANNER LISA EVP DIRECTOR SHARED SERVICES

  • Officer
0 2019-07-08 0

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 Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

GLASBY WILLIAM - Officer EVP CHIEF TECHONOLOGY OFFICER

2020-09-15 18:16:04 -0400 2020-09-15 M 112 a 1,298 direct -0.7587 -11.8867 4.2489 11.482 27 -11.8867 6

GAHLER STEVEN A - Officer EVP CHIEF MARKETING OFFICER

2020-09-15 18:15:45 -0400 2020-09-15 M 311 $19.86 d 622 direct

GLASBY WILLIAM - Officer EVP CHIEF TECHONOLOGY OFFICER

2020-09-15 18:16:04 -0400 2020-09-15 M 112 $19.86 d 0 direct

GAHLER STEVEN A - Officer EVP CHIEF MARKETING OFFICER

2020-09-15 18:15:45 -0400 2020-09-15 F 82 $19.86 d 229 direct -0.7587 -11.8867 4.2489 11.482 27 -11.8867 6

GLASBY WILLIAM - Officer EVP CHIEF TECHONOLOGY OFFICER

2020-09-15 18:16:04 -0400 2020-09-15 F 17 $19.86 d 1,281 direct -0.7587 -11.8867 4.2489 11.482 27 -11.8867 6

GAHLER STEVEN A - Officer EVP CHIEF MARKETING OFFICER

2020-09-15 18:15:45 -0400 2020-09-15 M 311 a 311 direct -0.7587 -11.8867 4.2489 11.482 27 -11.8867 6

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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