Heritage Financial Company Insiders

HFWA Stock  USD 25.28  0.33  1.29%   
Heritage Financial's insiders are aggressively selling. The analysis of insiders' sentiment of trading Heritage Financial stock suggests that vertually all insiders are panicking at this time. Heritage Financial employs about 757 people. The company is managed by 13 executives with a total tenure of roughly 19 years, averaging almost 1.0 years of service per executive, having 58.23 employees per reported executive.
Brian Vance  Chairman
CEO and President Executive Director, Vice Chairman of Central Valley Bank, CEO of Heritage Bank and CEO of Central Valley Bank
Jeffrey Deuel  President
Executive VP and President of Heritage Bank and COO of Heritage Bank

Insider Sentiment 0

 Mostly Selling

 
Selling
 
Buying

Latest Trades

2025-03-17Jeffrey J DeuelDisposed 7033 @ 23.66View
2025-01-27Frederick B RiveraDisposed 4000 @ 25.43View
2024-11-07Tony ChalfantDisposed 2975 @ 26.5View
Monitoring Heritage Financial's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Heritage Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.
For information on how to trade Heritage Stock refer to our How to Trade Heritage Stock guide.

Heritage Financial Management Team Effectiveness

At present, Heritage Financial's Total Assets are projected to increase significantly based on the last few years of reporting. The current year's Non Current Assets Total is expected to grow to about 6.5 B, whereas Total Current Assets are forecasted to decline to about 628 M. Heritage Financial's management efficiency ratios could be used to measure how well Heritage Financial manages its routine affairs as well as how well it operates its assets and liabilities.
The current year's Net Income Applicable To Common Shares is expected to grow to about 98.9 M, whereas Common Stock Shares Outstanding is forecasted to decline to about 20.8 M.

Heritage Financial Workforce Comparison

Heritage Financial is one of the top stocks in number of employees category among its peers. The total workforce of Financials industry is currently estimated at about 54,690. Heritage Financial claims roughly 757 in number of employees contributing just under 2% to equities under Financials industry.
The company has Profit Margin (PM) of 0.23 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.3 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.3.

Heritage Financial Insider Trading

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Heritage Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Heritage Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Heritage Financial insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Heritage Financial Notable Stakeholders

A Heritage Financial stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Heritage Financial often face trade-offs trying to please all of them. Heritage Financial's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Heritage Financial's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Brian VanceCEO and President Executive Director, Vice Chairman of Central Valley Bank, CEO of Heritage Bank and CEO of Central Valley BankProfile
Jeffrey DeuelExecutive VP and President of Heritage Bank and COO of Heritage BankProfile
Nicholas BleyExecutive PresidentProfile
Donald CPAExecutive CFOProfile
William GlasbyExecutive CTOProfile
Bryan McDonaldChief Lending Officer and Executive VPProfile
Anthony ChalfantExecutive OfficerProfile
Kaylene LahnSenior SecretaryProfile
Cindy HirmanExecutive BankProfile
Cindy HuntleyEx BankProfile
Sabrina RobisonSenior OfficerProfile
Kaylene CPASenior SecretaryProfile
Matthew RayExecutive OfficerProfile

About Heritage Financial Management Performance

The success or failure of an entity such as Heritage Financial often depends on how effective the management is. Heritage Financial management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Heritage management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Heritage management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington. Heritage Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 790 people.
Please note, the presentation of Heritage Financial's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Heritage Financial's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Heritage Financial's management manipulating its earnings.

Heritage Financial Workforce Analysis

Traditionally, organizations such as Heritage Financial use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Heritage Financial within its industry.

Heritage Financial Manpower Efficiency

Return on Heritage Financial Manpower

Revenue Per Employee419K
Revenue Per Executive24.4M
Net Income Per Employee57.1K
Net Income Per Executive3.3M

Complementary Tools for Heritage Stock analysis

When running Heritage Financial's price analysis, check to measure Heritage Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Heritage Financial is operating at the current time. Most of Heritage Financial's value examination focuses on studying past and present price action to predict the probability of Heritage Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heritage Financial's price. Additionally, you may evaluate how the addition of Heritage Financial to your portfolios can decrease your overall portfolio volatility.
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Economic Indicators
Top statistical indicators that provide insights into how an economy is performing
Content Syndication
Quickly integrate customizable finance content to your own investment portal
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Crypto Correlations
Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins
Theme Ratings
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges