传承金融
HFWA
27.55
+0.13
+0.47%
传承金融
US · HFWA
#3174 按市值排名
27.55
+0.13
+0.47%
实时 - 追踪5344个代码 - 心跳于6秒前
· 2026-10-16 19:30
✦ 量化股权信号 计算方式说明
涨跌不一/平稳
- 机构持股总比例基本持平。
机构持股
- 机构持股比例
- 81.66% +0.02pp
- 机构数量
- 235
- 数据截至
- 2026/Q3 较上一报告期
持股变动 vs 资金流向
方向分歧机构在上一报告期增持了股份，同时该股在最近20个交易日的主力资金呈净流出——两者方向出现分歧。
机构持股变动数据按季度发布且存在滞后；资金流向数据为每日更新。请将其作为方向性的交叉验证参考，而非精确的择时信号。
持股人类型
Mutual Fund73.54%
Hedge Fund3.44%
Public Company1.80%
Individual/Insider1.54%
Insurance Company1.37%
Government Pension Fund0.90%
Private Company0.43%
Family Office/Trust0.16%
Other16.80%
主要股东 截至 2026-06-30
BlackRock
14.20% · 5.81M 股
Jennison Associates LLC
8.65% · 3.54M 股
Victory Capital Management Inc.
5.77% · 2.36M 股
Vanguard Capital Management, LLC
5.16% · 2.11M 股
Dimensional Fund Advisors
5.00% · 2.04M 股
State Street Global Advisors
4.84% · 1.98M 股
AllianceBernstein
2.78% · 1.14M 股
Geode Capital Management, LLC
2.70% · 1.10M 股
Vanguard Portfolio Management, LLC
1.83% · 749.71K 股
Basswood Capital Management, L.L.C.
1.68% · 689.01K 股
条形长度是相对于此处列出的最大股东而言，并非相对于公司100%股权。
内部人持股
共追踪50份申报 · 30次买入 · 20次卖出
| 姓名 | 职务 | 持股比例 |
|---|---|---|
| Brian Vance | Chairperson | 0.31% |
| Jeffrey Deuel | Chief Executive Officer | 0.18% |
| Brian Charneski | Lead Independent Director | 0.11% |
| Donald Hinson | Chief Financial Officer | 0.10% |
| Jeffrey Lyon | Independent Director | 0.10% |
| Bryan McDonald | President & COO of Heritage Bank | 0.09% |
| Kimberly Ellwanger | Independent Director | 0.09% |
| Sabrina Robison | Chief Human Resources Officer | 0.08% |
| Amy Curran | -- | 0.07% |
| Ann Watson | Independent Director | 0.06% |
内部人交易 最近的 Form 4 申报记录
| 日期 | 姓名 | 职务 | 类型 | 股数 | 价格 |
|---|---|---|---|---|---|
| 2026-09-14 | Frederick Rivera | Independent Director | Open Market Disposition | -1,300 | $28.57 |
| 2026-09-02 | Brian Charneski | Lead Independent Director | Open Market Disposition | -13,675 | $29.18 |
| 2026-08-12 | Matthew Ray | Former Executive VP & Chief Lending Officer of Heritage Bank | Open Market Disposition | -3,692 | $30.10 |
| 2026-08-05 | Matthew Ray | Former Executive VP & Chief Lending Officer of Heritage Bank | Intent to Sell (Form 144) | -3,692 | $29.73 |
| 2026-08-04 | Jeffrey Lyon | Independent Director | Open Market Disposition | -10,000 | $30.00 |
| 2026-08-04 | Anthony Chalfant | Chief Credit Officer | Open Market Disposition | -3,234 | $29.92 |
| 2026-08-03 | Jeffrey Lyon | Independent Director | Intent to Sell (Form 144) | -10,000 | $30.01 |
| 2026-07-29 | Kelli Wilson | -- | Open Market Disposition | -3,778 | $29.69 |
| 2026-07-16 | William Glasby | Executive Vice President | Derivative Exercise and Sale | -3,379 | $30.52 |
| 2026-07-16 | William Glasby | Executive Vice President | Derivative Exercise and Retained | +9,436 | $30.52 |
| 2026-06-16 | Brian Vance | Chairperson | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Brian Charneski | Lead Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Jeffrey Lyon | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Kimberly Ellwanger | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Ann Watson | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Trevor Dryer | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Frederick Rivera | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Gail Giacobbe | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Karen Saunders | Independent Director | Other Derivative Acquisition | +1,999 | -- |
| 2026-06-16 | Scott Allan | Director | Other Derivative Acquisition | +1,999 | -- |
Form 4 申报记录，每家公司显示最新的一批。"Other Derivative Acquisition"（其他衍生品获取）类目多为限制性股票/期权归属，并非公开市场买入——具体类型见"类型"列。
报价时间 2026-10-16 19:30:04 · 仅供参考，不构成投资建议，也未考虑您的具体情况。
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