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HTBK Insider Trading

Insider Ownership Percentage: 2.71%
Insider Buying (Last 12 Months): $185,000.00
Insider Selling (Last 12 Months): $0.00

Heritage Commerce Insider Trading History Chart

This chart shows the insider buying and selling history at Heritage Commerce by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Heritage Commerce Share Price & Price History

Current Price: $12.39
Price Change: ▲ Price Increase of +0.02 (0.16%)
As of 03/26/2026 05:00 PM ET

This chart shows the closing price history over time for HTBK up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Heritage Commerce Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
8/1/2025Thomas A SaCOOBuy20,000$9.25$185,000.0020,000View SEC Filing Icon  
3/10/2025Robertson Clay Jones, Jr.CEOSell5,145$9.73$50,060.85254,227View SEC Filing Icon  
3/10/2025Susan Svensson JustEVPSell1,602$9.73$15,587.4610,774View SEC Filing Icon  
2/27/2025Jack W. ConnerDirectorSell4,000$10.52$42,080.00108,512View SEC Filing Icon  
1/31/2024Jack W. ConnerDirectorSell6,944$8.92$61,940.48102,501View SEC Filing Icon  
5/5/2023Jack W. ConnerDirectorBuy5,000$7.37$36,850.0044,344View SEC Filing Icon  
5/2/2023Jack W. ConnerDirectorBuy10,000$7.61$76,100.0039,344View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Heritage Commerce (NASDAQ:HTBK)

75.55% of Heritage Commerce stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HTBK by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Heritage Commerce Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/23/2026Virtu Financial LLC10,145$0.12M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.117,562$1.41M0.0%-15.6%0.191%Search for SEC Filing on Google Icon
2/18/2026Mercer Global Advisors Inc. ADV28,898$0.35M0.0%+26.2%0.047%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury48,960$0.62M0.0%N/A0.080%Search for SEC Filing on Google Icon
2/18/2026Empowered Funds LLC235,515$2.83M0.0%+10.7%0.383%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd21,875$0.26M0.0%-48.1%0.036%Search for SEC Filing on Google Icon
2/18/2026Zacks Investment Management11,321$0.14M0.0%N/A0.018%Search for SEC Filing on Google Icon
2/18/2026VARCOV Co.29,284$0.35M0.1%N/A0.048%Search for SEC Filing on Google Icon
2/18/2026Water Island Capital LLC33,924$0.41M0.0%N/A0.055%Search for SEC Filing on Google Icon
2/18/2026SummitTX Capital L.P.504,206$6.06M0.2%N/A0.819%Search for SEC Filing on Google Icon
2/18/2026Susquehanna Fundamental Investments LLC13,784$0.17M0.0%-51.8%0.022%Search for SEC Filing on Google Icon
2/18/2026Odyssean LLC18,330$0.22M0.2%N/A0.030%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC78,079$0.94M0.0%-26.7%0.127%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.1,301,168$15.63M0.0%N/A2.114%Search for SEC Filing on Google Icon
2/18/2026Bridgeway Capital Management LLC367,979$4.42M0.1%+6.6%0.598%Search for SEC Filing on Google Icon
2/17/2026AQR Arbitrage LLC409,465$4.92M0.1%N/A0.665%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC836,050$10.04M0.0%+22.1%1.358%Search for SEC Filing on Google Icon
2/17/2026Trexquant Investment LP64,389$0.77M0.0%+54.4%0.105%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD34,386$0.41M0.0%+9.2%0.056%Search for SEC Filing on Google Icon
2/17/2026Captrust Financial Advisors12,597$0.15M0.0%+16.9%0.020%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada114,821$1.38M0.0%-1.5%0.187%Search for SEC Filing on Google Icon
2/16/2026Verition Fund Management LLC16,700$0.20M0.0%-48.3%0.027%Search for SEC Filing on Google Icon
2/16/2026Panagora Asset Management Inc.155,389$1.87M0.0%+2.7%0.252%Search for SEC Filing on Google Icon
2/16/2026Mariner LLC72,748$0.87M0.0%+5.7%0.118%Search for SEC Filing on Google Icon
2/16/2026Icon Wealth Advisors LLC20,186$0.24M0.0%+34.3%0.033%Search for SEC Filing on Google Icon
2/16/2026Jacobs Asset Management LLC200,000$2.40M1.3%N/A0.325%Search for SEC Filing on Google Icon
2/16/2026Kennedy Capital Management LLC1,003,248$12.05M0.3%+20.0%1.630%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC209,735$2.52M0.0%+4.6%0.341%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 1,235,007$14.83M0.0%-2.4%2.006%Search for SEC Filing on Google Icon
2/13/2026CANADA LIFE ASSURANCE Co12,181$0.15M0.0%+8.1%0.020%Search for SEC Filing on Google Icon
2/13/2026AlTi Global Inc.611,671$7.35M0.2%-6.9%0.994%Search for SEC Filing on Google Icon
2/13/2026Stifel Financial Corp72,585$0.87M0.0%+365.9%0.118%Search for SEC Filing on Google Icon
2/13/2026First Trust Capital Management L.P.1,550,000$18.62M1.1%N/A2.518%Search for SEC Filing on Google Icon
2/13/2026Rafferty Asset Management LLC46,332$0.56M0.0%-48.5%0.075%Search for SEC Filing on Google Icon
2/13/2026First Trust Advisors LP25,032$0.30M0.0%-27.9%0.041%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.505,200$6.07M0.0%+0.2%0.821%Search for SEC Filing on Google Icon
2/13/2026Police & Firemen s Retirement System of New Jersey14,539$0.18M0.0%-19.0%0.024%Search for SEC Filing on Google Icon
2/13/2026State Street Corp1,969,703$23.66M0.0%-10.9%3.200%Search for SEC Filing on Google Icon
2/13/2026Ieq Capital LLC108,572$1.30M0.0%+34.6%0.176%Search for SEC Filing on Google Icon
2/13/2026Boston Partners1,567,432$18.95M0.0%-6.5%2.546%Search for SEC Filing on Google Icon
2/13/2026Martingale Asset Management L P53,136$0.64M0.0%N/A0.086%Search for SEC Filing on Google Icon
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC85,266$1.02M0.0%+11.9%0.139%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN95,965$1.15M0.0%+26.4%0.156%Search for SEC Filing on Google Icon
2/12/2026Orion Porfolio Solutions LLC24,579$0.30M0.0%+17.4%0.040%Search for SEC Filing on Google Icon
2/12/2026MetLife Investment Management LLC31,238$0.38M0.0%-7.8%0.051%Search for SEC Filing on Google Icon
2/12/2026State Board of Administration of Florida Retirement System163,765$1.97M0.0%-14.7%0.267%Search for SEC Filing on Google Icon
2/12/2026Renaissance Technologies LLC464,700$5.58M0.0%-4.9%0.758%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP3,273,142$39.31M0.0%-3.3%5.341%Search for SEC Filing on Google Icon
2/12/2026Gardner Lewis Asset Management L P28,315$0.34M0.1%N/A0.046%Search for SEC Filing on Google Icon
2/12/2026Nuveen LLC666,399$8M0.0%-10.8%1.087%Search for SEC Filing on Google Icon
2/11/2026Empowered Funds LLC235,515$2.83M0.0%+10.7%0.384%Search for SEC Filing on Google Icon
2/11/2026Cerity Partners LLC178,564$2.15M0.0%+6.5%0.291%Search for SEC Filing on Google Icon
2/11/2026Brandywine Global Investment Management LLC36,730$0.44M0.0%+17.3%0.060%Search for SEC Filing on Google Icon
2/11/2026JPMorgan Chase & Co.1,652,912$19.85M0.0%-12.3%2.697%Search for SEC Filing on Google Icon
2/11/2026Globeflex Capital L P5,507$66K0.0%N/A0.009%Search for SEC Filing on Google Icon
2/11/2026State of Wyoming6,447$77K0.0%N/A0.011%Search for SEC Filing on Google Icon
2/10/2026Lido Advisors LLC86,967$1.04M0.0%-26.6%0.142%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.1,538,801$18.48M0.0%+44.4%2.511%Search for SEC Filing on Google Icon
2/10/2026Eurizon Capital SGR S.p.A.14,493$0.18M0.0%N/A0.024%Search for SEC Filing on Google Icon
2/10/2026Savant Capital LLC13,543$0.16M0.0%-65.4%0.022%Search for SEC Filing on Google Icon
2/10/2026Intech Investment Management LLC24,843$0.30M0.0%-16.4%0.041%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC1,533,949$18.43M0.0%-2.7%2.503%Search for SEC Filing on Google Icon
2/9/2026Bleakley Financial Group LLC33,949$0.41M0.0%+14.6%0.055%Search for SEC Filing on Google Icon
2/9/2026Clearstead Advisors LLC3,599$43K0.0%+129.5%0.006%Search for SEC Filing on Google Icon
2/6/2026Larson Financial Group LLC7,365$88K0.0%+31.0%0.012%Search for SEC Filing on Google Icon
2/5/2026Abacus Wealth Partners LLC44,769$0.54M0.1%N/A0.073%Search for SEC Filing on Google Icon
2/4/2026Versor Investments LP740,090$8.89M1.4%+904.2%1.208%Search for SEC Filing on Google Icon
2/4/2026ABC Arbitrage SA580,752$6.98M0.6%N/A0.948%Search for SEC Filing on Google Icon
2/2/2026Strs Ohio53,500$0.64M0.0%-10.2%0.087%Search for SEC Filing on Google Icon
2/2/2026Robertson Stephens Wealth Management LLC92,556$1.11M0.0%-19.4%0.151%Search for SEC Filing on Google Icon
1/30/2026State of New Jersey Common Pension Fund D210,631$2.53M0.0%-3.6%0.344%Search for SEC Filing on Google Icon
1/29/2026D.A. Davidson & CO.19,058$0.23M0.0%+86.7%0.031%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG298,038$3.58M0.0%-13.8%0.486%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System16,256$0.20M0.0%-6.0%0.027%Search for SEC Filing on Google Icon
1/26/2026Merit Financial Group LLC12,383$0.15M0.0%N/A0.020%Search for SEC Filing on Google Icon
1/26/2026CWM LLC54,109$0.65M0.0%+18.3%0.088%Search for SEC Filing on Google Icon
1/15/2026Nisa Investment Advisors LLC7,434$89K0.0%-11.4%0.012%Search for SEC Filing on Google Icon
1/14/2026Hennion & Walsh Asset Management Inc.35,271$0.42M0.0%-38.6%0.058%Search for SEC Filing on Google Icon
1/9/2026Assenagon Asset Management S.A.417,129$5.01M0.0%N/A0.681%Search for SEC Filing on Google Icon
1/9/2026Diversified Trust Co.23,361$0.28M0.0%+14.1%0.038%Search for SEC Filing on Google Icon
1/8/2026Wealth Enhancement Advisory Services LLC28,694$0.36M0.0%+14.2%0.047%Search for SEC Filing on Google Icon
1/1/2026JPMorgan Chase & Co.1,883,705$18.71M0.0%+2.4%3.074%Search for SEC Filing on Google Icon
11/17/2025Jacobs Levy Equity Management Inc.360,543$3.58M0.0%+979.3%0.588%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC32,305$0.32M0.0%-59.5%0.053%Search for SEC Filing on Google Icon
11/17/2025Susquehanna Fundamental Investments LLC28,604$0.28M0.0%-35.6%0.047%Search for SEC Filing on Google Icon
11/17/2025Susquehanna International Group LLP35,865$0.36M0.0%-60.4%0.059%Search for SEC Filing on Google Icon
11/17/2025Qube Research & Technologies Ltd61,709$0.61M0.0%N/A0.101%Search for SEC Filing on Google Icon
11/17/2025Public Employees Retirement System of Ohio69,611$0.69M0.0%N/A0.114%Search for SEC Filing on Google Icon
11/17/2025Mariner LLC68,844$0.68M0.0%+2.6%0.112%Search for SEC Filing on Google Icon
11/17/2025Maltese Capital Management LLC251,175$2.49M0.4%+32.2%0.410%Search for SEC Filing on Google Icon
11/17/2025Mercer Global Advisors Inc. ADV22,901$0.23M0.0%N/A0.037%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC106,556$1.06M0.0%+4.7%0.174%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.28,166$0.28M0.0%-14.2%0.046%Search for SEC Filing on Google Icon
11/17/2025Larson Financial Group LLC5,620$56K0.0%+495.3%0.009%Search for SEC Filing on Google Icon
11/17/2025Focus Partners Wealth25,179$0.25M0.0%-31.6%0.041%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE189,439$1.88M0.0%+105.1%0.309%Search for SEC Filing on Google Icon
11/17/2025Aquatic Capital Management LLC32,258$0.32M0.0%-3.0%0.053%Search for SEC Filing on Google Icon
11/17/2025Alliancebernstein L.P.678,246$6.74M0.0%+57.5%1.107%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.283,706$2.82M0.0%+11.7%0.463%Search for SEC Filing on Google Icon
11/14/2025Creative Planning190,640$1.89M0.0%+10.2%0.311%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Heritage Commerce logo
Heritage Commerce Corp operates as the bank holding company for Heritage Bank of Commerce that provides various commercial and personal banking services to residents and the business/professional community in California. Its deposit products for business banking and retail markets include interest and non-interest-bearing demand, savings, and money market accounts, as well as certificates of deposit and time deposits. The company's loan portfolio comprises commercial loans, such as operating secured and unsecured loans advanced for working capital, equipment purchases, and other business purposes; commercial real estate loans; commercial construction loans for rental properties, commercial buildings, and homes; small business administration loans; home equity lines of credit; multifamily loans on residential properties; residential mortgage loans; and consumer loans consisting of loans for financing automobiles, various consumer goods, and other personal purposes. In addition, it offers other banking services, including cashier's checks, bank by mail, night depositories, safe deposit boxes, direct deposit, automated payroll, electronic funds transfer, online bill pay, homeowner association, remote deposit capture, automated clearing house origination, electronic data interchange, and check imaging services, as well as other customary banking, factoring financing, and electronic banking services. Heritage Commerce Corp was founded in 1994 and is headquartered in San Jose, California.
Read More on Heritage Commerce

Today's Range

Now: $12.39
Low: $12.21
High: $12.41

50 Day Range

MA: $12.80
Low: $12.01
High: $13.70

52 Week Range

Now: $12.39
Low: $8.09
High: $13.82

Volume

900,033 shs

Average Volume

728,911 shs

Market Capitalization

$763.14 million

P/E Ratio

15.88

Dividend Yield

4.18%

Beta

0.79

Who are the company insiders with the largest holdings of Heritage Commerce?

Heritage Commerce's top insider shareholders include:
  1. J Philip Dinapoli (Director)
  2. Jason Philip Dinapoli (Director)
  3. Robertson Clay Jones Jr (CEO)
  4. Keith Wilton (CEO)
  5. Jack W Conner (Director)
  6. Keith Wilton (COO)
  7. Walter Theodore Kaczmarek (CEO)
  8. Steven L Hallgrimson (Director)
  9. Lawrence D Mcgovern (CFO)
  10. Jack Conner (Director)
Learn More about top insider investors at Heritage Commerce.

Who are the major institutional investors of Heritage Commerce?

Heritage Commerce's top institutional investors include:
  1. Dimensional Fund Advisors LP — 5.34%
  2. State Street Corp — 3.20%
  3. JPMorgan Chase & Co. — 2.70%
  4. Boston Partners — 2.55%
  5. First Trust Capital Management L.P. — 2.52%
  6. Goldman Sachs Group Inc. — 2.51%
Learn More about top institutional investors of Heritage Commerce stock.

Which institutional investors are selling Heritage Commerce stock?

During the previous quarter, HTBK stock was sold by these institutional investors:
  1. State Street Corp
  2. JPMorgan Chase & Co.
  3. Dimensional Fund Advisors LP
  4. Boston Partners
  5. Nuveen LLC
  6. UBS Group AG
  7. AlTi Global Inc.
  8. Rafferty Asset Management LLC

Which institutional investors are buying Heritage Commerce stock?

Within the last quarter, HTBK stock was bought by institutional investors including:
  1. First Trust Capital Management L.P.
  2. Balyasny Asset Management L.P.
  3. Versor Investments LP
  4. ABC Arbitrage SA
  5. SummitTX Capital L.P.
  6. Goldman Sachs Group Inc.
  7. Assenagon Asset Management S.A.
  8. AQR Arbitrage LLC

Heritage Commerce Active Insiders

Robertson Clay Jones Jr
Robertson Clay Jones Jr
President & CEO
Thomas A Sa
Thomas A Sa (Age 64)
COO
Robert Moles
Director
Jason Philip Dinapoli
Director
Stephen G Heitel
Stephen G Heitel
Director
Jack W Conner
Director
Susan Svensson Just
Susan Svensson Just (Age 60)
EVP