HTBK Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 2.71%

Insider Buying (Last 12 Months): $185,000.00

Insider Selling (Last 12 Months): $107,728.31

Heritage Commerce Insider Trading History Chart

Heritage Commerce Share Price & Price History

^$11.34

▼ -0.02 (-0.18%)

As of 12/4/2025 05:00 PM ET

Days: 30 | 90 | 365

Heritage Commerce Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
8/1/2025	Thomas A Sa	COO	Buy	20,000	$9.25	$185,000.00	20,000
3/10/2025	Robertson Clay Jones, Jr.	CEO	Sell	5,145	$9.73	$50,060.85	254,227
3/10/2025	Susan Svensson Just	EVP	Sell	1,602	$9.73	$15,587.46	10,774
2/27/2025	Jack W. Conner	Director	Sell	4,000	$10.52	$42,080.00	108,512
1/31/2024	Jack W. Conner	Director	Sell	6,944	$8.92	$61,940.48	102,501
5/5/2023	Jack W. Conner	Director	Buy	5,000	$7.37	$36,850.00	44,344
5/2/2023	Jack W. Conner	Director	Buy	10,000	$7.61	$76,100.00	39,344
3/6/2023	Jason Philip Dinapoli	Director	Buy	3,660	$11.92	$43,627.20	340,187
3/3/2023	Robert Moles	Director	Sell	9,000	$11.91	$107,190.00	43,560
2/22/2023	Kamran F Husain	Director	Buy	2,000	$12.25	$24,500.00	6,436
2/7/2023	Stephen G. Heitel	Director	Sell	20,000	$12.49	$249,800.00	22,623
12/5/2022	Jason Philip Dinapoli	Director	Buy	1,325	$13.67	$18,112.75	334,800

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

Heritage Commerce Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/17/2025	Jacobs Levy Equity Management Inc.	360,543	$3.58M	0.0%	+979.3%	0.588%
11/17/2025	Verition Fund Management LLC	32,305	$0.32M	0.0%	-59.5%	0.053%
11/17/2025	Susquehanna Fundamental Investments LLC	28,604	$0.28M	0.0%	-35.6%	0.047%
11/17/2025	Susquehanna International Group LLP	35,865	$0.36M	0.0%	-60.4%	0.059%
11/17/2025	Qube Research & Technologies Ltd	61,709	$0.61M	0.0%	N/A	0.101%
11/17/2025	Public Employees Retirement System of Ohio	69,611	$0.69M	0.0%	N/A	0.114%
11/17/2025	Mariner LLC	68,844	$0.68M	0.0%	+2.6%	0.112%
11/17/2025	Maltese Capital Management LLC	251,175	$2.49M	0.4%	+32.2%	0.410%
11/17/2025	Mercer Global Advisors Inc. ADV	22,901	$0.23M	0.0%	N/A	0.037%
11/17/2025	Millennium Management LLC	106,556	$1.06M	0.0%	+4.7%	0.174%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	28,166	$0.28M	0.0%	-14.2%	0.046%
11/17/2025	Larson Financial Group LLC	5,620	$56K	0.0%	+495.3%	0.009%
11/17/2025	Focus Partners Wealth	25,179	$0.25M	0.0%	-31.6%	0.041%
11/17/2025	Bank of America Corp DE	189,439	$1.88M	0.0%	+105.1%	0.309%
11/17/2025	Aquatic Capital Management LLC	32,258	$0.32M	0.0%	-3.0%	0.053%
11/17/2025	Alliancebernstein L.P.	678,246	$6.74M	0.0%	+57.5%	1.107%
11/17/2025	Ameriprise Financial Inc.	283,706	$2.82M	0.0%	+11.7%	0.463%
11/14/2025	Creative Planning	190,640	$1.89M	0.0%	+10.2%	0.311%
11/14/2025	Mendon Capital Advisors Corp	50,000	$0.50M	0.2%	N/A	0.082%
11/14/2025	Raymond James Financial Inc.	279,695	$2.78M	0.0%	-1.6%	0.456%
11/14/2025	Man Group plc	48,108	$0.48M	0.0%	-29.1%	0.079%
11/14/2025	Hotchkis & Wiley Capital Management LLC	979,624	$9.73M	0.0%	-27.7%	1.598%
11/14/2025	California State Teachers Retirement System	53,908	$0.54M	0.0%	+7.4%	0.088%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	40,248	$0.40M	0.0%	+40.5%	0.066%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	76,228	$0.76M	0.0%	-56.8%	0.124%
11/14/2025	Two Sigma Investments LP	626,061	$6.22M	0.0%	+53.6%	1.022%
11/14/2025	Bridgeway Capital Management LLC	345,199	$3.43M	0.1%	+7.6%	0.563%
11/14/2025	Wellington Management Group LLP	1,735,894	$17.24M	0.0%	-42.2%	2.833%
11/14/2025	Rhino Investment Partners Inc	795,180	$7.90M	2.5%	+29.9%	1.298%
11/13/2025	Boston Partners	1,676,777	$16.64M	0.0%	+52.1%	2.736%
11/13/2025	Kennedy Capital Management LLC	836,340	$8.31M	0.2%	-3.8%	1.365%
11/13/2025	Arrowstreet Capital Limited Partnership	383,035	$3.80M	0.0%	+120.3%	0.625%
11/13/2025	Sei Investments Co.	65,115	$0.65M	0.0%	-13.0%	0.106%
11/13/2025	UBS Group AG	345,625	$3.43M	0.0%	+115.1%	0.564%
11/13/2025	BNP Paribas Financial Markets	21,977	$0.22M	0.0%	+177.4%	0.036%
11/13/2025	Franklin Resources Inc.	95,651	$0.95M	0.0%	+2.9%	0.156%
11/13/2025	Russell Investments Group Ltd.	6,433	$64K	0.0%	+368.9%	0.010%
11/13/2025	Dynamic Technology Lab Private Ltd	11,459	$0.11M	0.0%	N/A	0.019%
11/13/2025	First Trust Advisors LP	34,738	$0.35M	0.0%	-13.9%	0.057%
11/12/2025	Barclays PLC	200,565	$1.99M	0.0%	-12.4%	0.327%
11/12/2025	Orion Porfolio Solutions LLC	20,941	$0.21M	0.0%	N/A	0.034%
11/12/2025	Dimensional Fund Advisors LP	3,386,031	$33.62M	0.0%	-1.1%	5.525%
11/12/2025	Victory Capital Management Inc.	118,915	$1.18M	0.0%	-1.3%	0.194%
11/12/2025	EJF Capital LLC	204,539	$2.03M	1.2%	+3.9%	0.334%
11/12/2025	Rafferty Asset Management LLC	90,017	$0.89M	0.0%	+92.3%	0.147%
11/10/2025	Bleakley Financial Group LLC	29,635	$0.29M	0.0%	N/A	0.048%
11/10/2025	Princeton Capital Management LLC	42,041	$0.42M	0.1%	+109.8%	0.069%
11/10/2025	Citigroup Inc.	217,719	$2.16M	0.0%	-1.4%	0.355%
11/7/2025	GSA Capital Partners LLP	20,147	$0.20M	0.0%	-83.3%	0.033%
11/7/2025	Vanguard Group Inc.	3,946,682	$39.19M	0.0%	+11.0%	6.423%
11/7/2025	JPMorgan Chase & Co.	1,883,705	$18.71M	0.0%	+2.4%	3.066%
11/7/2025	State of New Jersey Common Pension Fund D	218,384	$2.17M	0.0%	+0.7%	0.355%
11/6/2025	Caprock Group LLC	14,974	$0.16M	0.0%	N/A	0.024%
11/6/2025	Rhumbline Advisers	92,427	$0.92M	0.0%	-15.5%	0.150%
11/6/2025	Versor Investments LP	73,700	$0.73M	0.1%	+24.9%	0.120%
11/6/2025	ProShare Advisors LLC	10,253	$0.10M	0.0%	-16.6%	0.017%
11/5/2025	Savant Capital LLC	39,172	$0.39M	0.0%	+39.5%	0.064%
11/3/2025	AlphaQuest LLC	13,300	$0.13M	0.0%	-68.1%	0.022%
10/30/2025	Parkside Financial Bank & Trust	5,026	$50K	0.0%	+56.5%	0.008%
10/30/2025	Universal Beteiligungs und Servicegesellschaft mbH	37,488	$0.37M	0.0%	+18.7%	0.061%
10/29/2025	NorthCrest Asset Manangement LLC	12,291	$0.12M	0.0%	N/A	0.020%
10/29/2025	Wealth Enhancement Advisory Services LLC	25,130	$0.25M	0.0%	-13.5%	0.041%
10/28/2025	Campbell & CO Investment Adviser LLC	43,339	$0.43M	0.0%	+10.7%	0.071%
10/23/2025	SG Americas Securities LLC	36,177	$0.36M	0.0%	N/A	0.059%
10/22/2025	Hennion & Walsh Asset Management Inc.	57,468	$0.57M	0.0%	-2.0%	0.094%
10/22/2025	D.A. Davidson & CO.	10,210	$0.10M	0.0%	N/A	0.017%
10/20/2025	Diversified Trust Co	20,469	$0.20M	0.0%	+9.2%	0.033%
10/15/2025	CWM LLC	45,732	$0.45M	0.0%	+125.4%	0.074%
10/9/2025	Voya Investment Management LLC	64,976	$0.65M	0.0%	+231.1%	0.106%
8/15/2025	Tower Research Capital LLC TRC	10,749	$0.11M	0.0%	+50.4%	0.017%
8/15/2025	Rafferty Asset Management LLC	46,805	$0.47M	0.0%	-12.0%	0.076%
8/15/2025	Man Group plc	67,872	$0.67M	0.0%	+101.1%	0.110%
8/15/2025	HoldCo Asset Management LP	1,623,446	$16.12M	2.5%	N/A	2.642%
8/15/2025	EJF Capital LLC	196,786	$1.95M	1.6%	-23.3%	0.320%
8/15/2025	BNP Paribas Financial Markets	7,922	$79K	0.0%	-86.3%	0.013%
8/15/2025	Bridgeway Capital Management LLC	320,931	$3.19M	0.1%	+5.5%	0.522%
8/15/2025	Brevan Howard Capital Management LP	33,589	$0.33M	0.0%	N/A	0.055%
8/15/2025	Bank of America Corp DE	92,383	$0.92M	0.0%	-10.2%	0.150%
8/15/2025	Ameriprise Financial Inc.	254,069	$2.52M	0.0%	+7.9%	0.413%
8/15/2025	AQR Capital Management LLC	461,974	$4.59M	0.0%	+36.8%	0.752%
8/14/2025	Jane Street Group LLC	95,751	$0.95M	0.0%	-33.9%	0.156%
8/14/2025	California State Teachers Retirement System	50,174	$0.50M	0.0%	-7.9%	0.082%
8/14/2025	Raymond James Financial Inc.	284,228	$2.82M	0.0%	+18.6%	0.463%
8/14/2025	FJ Capital Management LLC	2,344,722	$23.28M	2.5%	-0.9%	3.816%
8/14/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	32,845	$0.33M	0.0%	-7.2%	0.053%
8/14/2025	The Manufacturers Life Insurance Company	1,290,612	$12.82M	0.0%	-2.1%	2.100%
8/14/2025	Fourthstone LLC	61,100	$0.61M	0.1%	N/A	0.099%
8/14/2025	Sei Investments Co.	74,844	$0.74M	0.0%	+17.7%	0.122%
8/14/2025	Cerity Partners LLC	152,744	$1.52M	0.0%	+3.0%	0.249%
8/13/2025	Jump Financial LLC	70,167	$0.70M	0.0%	+35.5%	0.114%
8/13/2025	Marshall Wace LLP	72,969	$0.73M	0.0%	N/A	0.119%
8/13/2025	First Trust Advisors LP	40,363	$0.40M	0.0%	+6.7%	0.066%
8/13/2025	Kennedy Capital Management LLC	868,932	$8.63M	0.2%	-2.1%	1.414%
8/13/2025	EverSource Wealth Advisors LLC	5,403	$54K	0.0%	+16,272.7%	0.009%
8/13/2025	Invesco Ltd.	137,776	$1.37M	0.0%	-17.7%	0.224%
8/13/2025	Arrowstreet Capital Limited Partnership	173,863	$1.73M	0.0%	+32.4%	0.283%
8/13/2025	Panagora Asset Management Inc.	149,617	$1.49M	0.0%	-50.2%	0.243%
8/13/2025	Hsbc Holdings PLC	58,931	$0.59M	0.0%	+51.8%	0.096%
8/13/2025	State Board of Administration of Florida Retirement System	226,319	$2.25M	0.0%	-1.7%	0.368%
8/13/2025	Quadrant Capital Group LLC	23,521	$0.23M	0.0%	-8.4%	0.038%

Data available starting January 2016

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.

Today's Range

Now: $11.34

$11.28

$11.40

50 Day Range

MA: $10.35

$9.42

$11.36

52 Week Range

Now: $11.34

$8.09

$11.40

Volume

295,679 shs

Average Volume

365,350 shs

Market Capitalization

$694.92 million

P/E Ratio

16.20

Dividend Yield

4.58%

Beta

0.81

Who are the company insiders with the largest holdings of Heritage Commerce?: Heritage Commerce's top insider shareholders include:
Robertson Clay Jones Jr (CEO)
Jack W Conner (Director)
Thomas A Sa (COO)
Susan Svensson Just (EVP)
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:
Vanguard Group Inc. — 6.42%
Dimensional Fund Advisors LP — 5.53%
JPMorgan Chase & Co. — 3.07%
Wellington Management Group LLP — 2.83%
Boston Partners — 2.74%
Hotchkis & Wiley Capital Management LLC — 1.60%
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:
Wellington Management Group LLP
Hotchkis & Wiley Capital Management LLC
GSA Capital Partners LLP
UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
Susquehanna International Group LLP
Verition Fund Management LLC
Dimensional Fund Advisors LP
Kennedy Capital Management LLC
In the last year, company insiders that have sold Heritage Commerce company stock include:
Robertson Clay Jones Jr (CEO)
Jack W Conner (Director)
Thomas A Sa (COO)
Learn More investors selling Heritage Commerce stock.
Which institutional investors are buying Heritage Commerce stock?: In the previous quarter, HTBK stock was purchased by institutional investors including:
Boston Partners
Vanguard Group Inc.
Jacobs Levy Equity Management Inc.
Alliancebernstein L.P.
Two Sigma Investments LP
Arrowstreet Capital Limited Partnership
UBS Group AG
Rhino Investment Partners Inc