Key facts
- HTBK - HERITAGE COMMERCE CORP has 25 insiders with reported activity on this page.
- Net insider value flow over the last year: +$124,814.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to buying over the last 12 months. Net value: +$124,814.
$185,000
Shares: 20,000
Insiders: 1
$60,186
Shares: 5,889
Insiders: 1
+$124,814
Shares: +14,111
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 5,889 | $0 | $60,186 | -$60,186 |
| 9-12 | 20,000 | 0 | $185,000 | $0 | +$185,000 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Ranson W. Webster | Director | $5,330,436 | Mixed | 08 Mar 2024 | ||
| Jason Philip DiNapoli | Director | $3,726,033 | Mixed | 10 Mar 2025 | ||
| Bruce H. Cabral | Director | $1,619,699 | -$60,186 | -3.6% | Mixed | 17 Apr 2026 |
| Deborah Reuter | EVP/CRO/Corporate Secretary | $1,008,910 | Mixed | 02 May 2025 | ||
| Robertson Clay Jones Jr. | President and CEO | $819,611 | Mixed | 17 Apr 2026 | ||
| Walter Theodore Kaczmarek | President and CEO, Director | $715,636 | Mixed | 24 Aug 2022 | ||
| Lawrence D. McGovern | Evp/Cfo | $677,492 | Mixed | 02 May 2024 | ||
| Stephen G. Heitel | Director | $661,220 | Mixed | 17 Apr 2026 | ||
| Frank G. Bisceglia | Director | $577,546 | Mixed | 01 Feb 2022 | ||
| Laura Roden | Director | $544,295 | Mixed | 10 Mar 2025 | ||
| SA THOMAS A | Evp/Coo | $466,519 | +$185,000 | +66% | Mixed | 17 Apr 2026 |
| Michael Eugene Benito | Evp | $348,035 | Mixed | 01 Jun 2022 | ||
| Susan Svensson Just | EVP/Chief Credit Officer | $301,724 | Mixed | 17 Apr 2026 | ||
| Margo G. Butsch | EVP/Chief Credit Officer | $226,370 | Mixed | 02 May 2023 | ||
| Janisha Sabnani | EVP/General Counsel/Corp Sec | $195,718 | Mixed | 17 Apr 2026 | ||
| Christopher Edmonds-Waters | EVP/People & Culture Officer | $187,471 | Mixed | 17 Apr 2026 | ||
| Robert Moles | Director | $173,369 | Mixed | 03 Mar 2023 | ||
| Coonley Janice Yuli Peng | EVP/Chief People & Culture | $73,899 | Mixed | 02 May 2024 | ||
| Marina Park Sutton | Director | $33,122 | Mixed | 17 Apr 2026 | ||
| Seth Fonti | EVP/Chief Financial Officer | $0 | Mixed | 17 Apr 2026 | ||
| Komas Julianne M. Biagini | Director | $0 | Mixed | 17 Apr 2026 | ||
| Jeannie Tam | SVP/Chief Accounting Officer | $0 | Mixed | 17 Apr 2026 | ||
| Kamran F. Husain | Director | $0 | Mixed | 17 Apr 2026 | ||
| Christopher J. Abate | Director | $0 | Mixed | 17 Apr 2026 | ||
| Jack W. Conner | Director | $0 | Mixed | 17 Apr 2026 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
8.6%
from 13D/G
|
8,201,121
|
$102,349,986 | — | 31 Mar 2026 | |
| BlackRock Portfolio Management LLC |
13D/G
|
— |
5.5%
|
3,384,017
|
$33,602,950 | $0 | 30 Sep 2025 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
|
Vanguard Capital Management · Company |
5%
|
3,096,464
|
$38,643,871 | $0 | 31 Mar 2026 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13D/G
|
— |
4.9%
|
3,005,249
|
$31,765,482 | -$8,363,227 | 30 Jun 2025 | |
| FJ Capital Management LLC |
13D/G
|
— |
3.8%
|
2,364,824
|
$21,543,547 | -$9,277,005 | 31 Mar 2025 | |
| Bruce H. Cabral |
3/4/5
|
Director |
0.19%
|
118,313
mixed-class rows
|
$1,619,699 | -$60,186 | 17 Apr 2026 | |
| Stephen G. Heitel |
3/4/5
|
Director |
0.08%
|
49,308
|
$661,220 | — | 17 Apr 2026 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
5.5%
|
3,395,041
|
$42,369,457 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
3.9%
|
2,419,810
|
$30,516,206 | — | 31 Mar 2026 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
2.8%
|
1,707,998
|
$21,315,815 | — | 31 Mar 2026 | |
| HoldCo Asset Management, LP |
13F
|
Company |
2.6%
|
1,623,446
|
$20,260,606 | — | 31 Mar 2026 | |
| First Trust Capital Management L.P. |
13F
|
Company |
2.6%
|
1,621,114
|
$20,231,503 | — | 31 Mar 2026 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
1,571,964
|
$19,623,232 | — | 31 Mar 2026 | |
| Boston Partners |
13F
|
Company |
2.4%
|
1,507,562
|
$18,897,365 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
2.3%
|
1,440,695
|
$17,662,920 | — | 31 Mar 2026 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
2%
|
1,217,843
|
$15,198,681 | — | 31 Mar 2026 | |
| CITIGROUP INC |
13F
|
Company |
2%
|
1,209,015
|
$15,088,508 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1.8%
|
1,109,835
|
$13,850,735 | — | 31 Mar 2026 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.7%
|
1,044,866
|
$13,039,928 | — | 31 Mar 2026 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
1.6%
|
1,009,756
|
$12,601,755 | — | 31 Mar 2026 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.6%
|
987,547
|
$12,324,587 | — | 31 Mar 2026 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.3%
|
823,974
|
$10,283,196 | — | 31 Mar 2026 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
1.3%
|
819,240
|
$10,224,115 | — | 31 Mar 2026 | |
| GARDNER LEWIS ASSET MANAGEMENT L P |
13F
|
Company |
1.3%
|
816,828
|
$10,194,013 | — | 31 Mar 2026 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.2%
|
728,807
|
$9,095,509 | — | 31 Mar 2026 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
1.1%
|
709,312
|
$8,852,214 | — | 31 Mar 2026 | |
| AQR Arbitrage LLC |
13F
|
Company |
1.1%
|
678,382
|
$8,466,207 | — | 31 Mar 2026 | |
| SummitTX Capital, L.P. |
13F
|
Company |
0.94%
|
580,179
|
$7,240,634 | — | 31 Mar 2026 | |
| AlTi Global, Inc. |
13F
|
Company |
0.91%
|
561,671
|
$7,082,671 | — | 31 Mar 2026 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.88%
|
542,460
|
$6,769,900 | — | 31 Mar 2026 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.82%
|
508,183
|
$6,342,124 | — | 31 Mar 2026 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.78%
|
479,102
|
$5,754,015 | — | 31 Mar 2026 | |
| ABC ARBITRAGE SA |
13F
|
Company |
0.76%
|
466,416
|
$5,820,872 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
0.72%
|
443,363
|
$5,533,170 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
0.71%
|
435,893
|
$5,439,968 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.69%
|
423,637
|
$5,286,990 | — | 31 Mar 2026 | |
| VANGUARD FIDUCIARY TRUST CO |
13F
|
Company |
0.65%
|
398,722
|
$4,976,051 | — | 31 Mar 2026 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.63%
|
390,000
|
$4,867,200 | — | 31 Mar 2026 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.63%
|
387,771
|
$4,839,379 | — | 31 Mar 2026 | |
| PRELUDE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.59%
|
363,251
|
$4,533,372 | — | 31 Mar 2026 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.57%
|
351,822
|
$4,390,739 | — | 31 Mar 2026 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.54%
|
331,855
|
$4,141,550 | — | 31 Mar 2026 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.52%
|
319,709
|
$3,989,968 | — | 31 Mar 2026 | |
| Allianz Asset Management GmbH |
13F
|
Company |
0.49%
|
300,100
|
$3,745,248 | — | 31 Mar 2026 | |
| Squarepoint Ops LLC |
13F
|
Company |
0.45%
|
280,224
|
$3,497,196 | — | 31 Mar 2026 | |
| JACOBS ASSET MANAGEMENT, LLC |
13F
|
Company |
0.43%
|
262,500
|
$3,276,000 | — | 31 Mar 2026 | |
| Creative Planning |
13F
|
Company |
0.37%
|
230,942
|
$2,882,153 | — | 31 Mar 2026 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.35%
|
215,507
|
$2,689,527 | — | 31 Mar 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.34%
|
211,015
|
$2,633,467 | — | 31 Mar 2026 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.34%
|
210,631
|
$2,628,675 | — | 31 Mar 2026 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Sa Thomas A | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -37,576 | 0 | 17 Apr 2026 | Direct | ||
| Sa Thomas A | HTBK | Performance-Based Restricted Stock Unit | Disposed to Issuer | -100% | -13,831 | 0 | 17 Apr 2026 | Direct | ||
| Sa Thomas A | HTBK | Restricted Stock Unit | Disposed to Issuer | -100% | -58,325 | 0 | 17 Apr 2026 | Direct | ||
| Janisha Sabnani | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -4,916 | 0 | 17 Apr 2026 | Direct | ||
| Janisha Sabnani | HTBK | Performance-Based Restricted Stock Unit | Disposed to Issuer | -100% | -9,290 | 0 | 17 Apr 2026 | Direct | ||
| Janisha Sabnani | HTBK | Restricted Stock Unit | Disposed to Issuer | -100% | -31,059 | 0 | 17 Apr 2026 | Direct | ||
| Marina Park Sutton | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -123,994 | 0 | 17 Apr 2026 | Direct | ||
| Marina Park Sutton | HTBK | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -2,470 | 0 | 17 Apr 2026 | Direct | ||
| Jeannie Tam | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -6,233 | 0 | 17 Apr 2026 | Direct | ||
| Jeannie Tam | HTBK | Restricted Stock Unit | Disposed to Issuer | -100% | -9,299 | 0 | 17 Apr 2026 | Direct | ||
| Robertson Clay Jones Jr. | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -296,959 | 0 | 17 Apr 2026 | Direct | ||
| Robertson Clay Jones Jr. | HTBK | Performance-Based Restricted Stock Unit | Disposed to Issuer | -100% | -113,367 | 0 | 17 Apr 2026 | Direct | ||
| Robertson Clay Jones Jr. | HTBK | Restricted Stock Unit | Disposed to Issuer | -100% | -98,330 | 0 | 17 Apr 2026 | Direct | ||
| Susan Svensson Just | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -13,736 | 0 | 17 Apr 2026 | Direct | ||
| Susan Svensson Just | HTBK | Performance-Based Restricted Stock Unit | Disposed to Issuer | -100% | -22,883 | 0 | 17 Apr 2026 | Direct | ||
| Susan Svensson Just | HTBK | Restricted Stock Unit | Disposed to Issuer | -100% | -24,710 | 0 | 17 Apr 2026 | Direct | ||
| Seth Fonti | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -32,188 | 0 | 17 Apr 2026 | Direct | ||
| Seth Fonti | HTBK | Restricted Stock Unit | Disposed to Issuer | -100% | -19,654 | 0 | 17 Apr 2026 | Direct | ||
| Stephen G. Heitel | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -216,078 | 0 | 17 Apr 2026 | Direct | ||
| Kamran F. Husain | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -28,084 | 0 | 17 Apr 2026 | Direct | ||
| Jack W. Conner | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -165,361 | 0 | 17 Apr 2026 | Direct | ||
| Christopher Edmonds-Waters | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -9,639 | 0 | 17 Apr 2026 | Direct | ||
| Christopher Edmonds-Waters | HTBK | Performance-Based Restricted Stock Unit | Disposed to Issuer | -100% | -8,898 | 0 | 17 Apr 2026 | Direct | ||
| Christopher Edmonds-Waters | HTBK | Restricted Stock Unit | Disposed to Issuer | -100% | -42,099 | 0 | 17 Apr 2026 | Direct | ||
| Julianne M. Biagini Komas | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -68,194 | 0 | 17 Apr 2026 | Direct | ||
| Bruce H. Cabral | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -127,325 | 0 | 17 Apr 2026 | Direct | ||
| Bruce H. Cabral | HTBK | Employee Stock Option (right to buy) | Disposed to Issuer | -100% | -2,470 | 0 | 17 Apr 2026 | Direct | ||
| Christopher J. Abate | HTBK | Common Stock, No Par Value | Disposed to Issuer | -100% | -6,980 | 0 | 17 Apr 2026 | Direct | ||
| Robertson Clay Jones Jr. | HTBK | Common Stock, No Par Value | Award | 0.17% | 501 | 296,959 | 10 Mar 2026 | Direct | ||
| Robertson Clay Jones Jr. | HTBK | Common Stock, No Par Value | Options Exercise | 3.45% | 9,897 | 296,458 | 10 Mar 2026 | Direct | ||
| Robertson Clay Jones Jr. | HTBK | Restricted Stock Unit | Options Exercise | -33.3% | -9,897 | 19,794 | 10 Mar 2026 | Direct | ||
| Janisha Sabnani | HTBK | Common Stock, No Par Value | Tax liability | -18.2% | -1,090 | 4,916 | 10 Mar 2026 | Direct | ||
| Janisha Sabnani | HTBK | Common Stock, No Par Value | Award | 2.49% | 146 | 6,006 | 10 Mar 2026 | Direct | ||
| Janisha Sabnani | HTBK | Common Stock, No Par Value | Options Exercise | 99.2% | 2,919 | 5,860 | 10 Mar 2026 | Direct | ||
| Janisha Sabnani | HTBK | Restricted Stock Unit | Options Exercise | -33.3% | -2,919 | 5,838 | 10 Mar 2026 | Direct | ||
| Christopher Edmonds-Waters | HTBK | Common Stock, No Par Value | Award | 1.46% | 139 | 9,639 | 10 Mar 2026 | Direct | ||
| Christopher Edmonds-Waters | HTBK | Common Stock, No Par Value | Options Exercise | 41.7% | 2,796 | 9,500 | 10 Mar 2026 | Direct | ||
| Christopher Edmonds-Waters | HTBK | Restricted Stock Unit | Options Exercise | -33.3% | -2,796 | 5,592 | 10 Mar 2026 | Direct | ||
| Robertson Clay Jones Jr. | HTBK | Common Stock, No Par Value | Award | 0.5% | 1,427 | 286,561 | 08 Mar 2026 | Direct | ||
| Robertson Clay Jones Jr. | HTBK | Common Stock, No Par Value | Options Exercise | 4.86% | 13,212 | 285,134 | 08 Mar 2026 | Direct | ||
| Robertson Clay Jones Jr. | HTBK | Restricted Stock Unit | Options Exercise | 13,212 | 13,212 | 08 Mar 2026 | Direct | |||
| Jack W. Conner | HTBK | Common Stock, No Par Value | Award | 3.47% | 4,022 | 119,889 | 05 Mar 2026 | Direct | ||
| Julianne M. Biagini Komas | HTBK | Common Stock, No Par Value | Award | 11.1% | 6,838 | 68,194 | 05 Mar 2026 | Direct | ||
| Bruce H. Cabral | HTBK | Common Stock, No Par Value | Award | 80.6% | 4,022 | 9,012 | 05 Mar 2026 | Direct | ||
| Christopher J. Abate | HTBK | Common Stock, No Par Value | Award | 136% | 4,022 | 6,980 | 05 Mar 2026 | Direct | ||
| Stephen G. Heitel | HTBK | Common Stock, No Par Value | Award | 2.47% | 4,022 | 166,770 | 05 Mar 2026 | Direct | ||
| Seth Fonti | HTBK | Restricted Stock Unit | Award | 19,463 | 19,463 | 05 Mar 2026 | Direct | |||
| Sa Thomas A | HTBK | Restricted Stock Unit | Award | 21,753 | 21,753 | 05 Mar 2026 | Direct | |||
| Christopher Edmonds-Waters | HTBK | Restricted Stock Unit | Award | 13,997 | 13,997 | 05 Mar 2026 | Direct | |||
| Susan Svensson Just | HTBK | Restricted Stock Unit | Award | 14,069 | 14,069 | 05 Mar 2026 | Direct |