HERITAGE COMMERCE CORP
Total Trades
23
Buys
7
Sells
10
Largest Trade
N/A
Insiders
10
Institutional Funds
160
Inst. Value
$1M+
Activist Filings
22
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| CABRAL BRUCE H | Director | SELL | $50K–$100K | 6K | $10.22 | Sep 11, 2025 |
| Jones Robertson Clay JR | President and CEO | EXERCISE | N/A | 13K | — | Mar 11, 2025 |
| Jones Robertson Clay JR | President and CEO | SELL | $50K–$100K | 5K | $9.73 | Mar 11, 2025 |
| Jones Robertson Clay JR | President and CEO | GRANT | N/A | 721 | — | Mar 11, 2025 |
| Just Susan Svensson | EVP/Chief Credit O… | EXERCISE | N/A | 4K | — | Mar 11, 2025 |
| Just Susan Svensson | EVP/Chief Credit O… | SELL | $15K–$50K | 2K | $9.73 | Mar 11, 2025 |
| Just Susan Svensson | EVP/Chief Credit O… | GRANT | N/A | 223 | — | Mar 11, 2025 |
| Conner Jack W | Director | SELL | $50K–$100K | 7K | $8.92 | Feb 2, 2024 |
| Conner Jack W | Director | BUY | $15K–$50K | 5K | $7.37 | May 8, 2023 |
| Conner Jack W | Director | GRANT | N/A | 11K | — | May 4, 2023 |
| Conner Jack W | Director | BUY | $50K–$100K | 10K | $7.61 | May 4, 2023 |
| DiNapoli Jason Philip | Director | BUY | $15K–$50K | 4K | $11.92 | Mar 7, 2023 |
| Moles Robert | Director | SELL | $100K–$500K | 9K | $11.91 | Mar 7, 2023 |
| Husain Kamran F | Director | BUY | $15K–$50K | 2K | $12.25 | Mar 1, 2023 |
| Heitel Stephen G. | Director | SELL | $100K–$500K | 20K | $12.49 | Feb 9, 2023 |
| DiNapoli Jason Philip | Director | BUY | $15K–$50K | 3K | $13.64 | Dec 7, 2022 |
| MCGOVERN LAWRENCE D | EVP/CFO | SELL | $100K–$500K | 23K | $14.59 | Nov 18, 2022 |
| MCGOVERN LAWRENCE D | EVP/CFO | EXERCISE | $100K–$500K | 30K | $7.32 | Nov 18, 2022 |
| DiNapoli Jason Philip | Director | BUY | $50K–$100K | 6K | $14.35 | Nov 14, 2022 |
| Kaczmarek Walter Theodore | President and CEO | SELL | $100K–$500K | 21K | $11.63 | Aug 25, 2022 |
| DiNapoli Jason Philip | Director | BUY | $15K–$50K | 4K | $11.38 | Mar 3, 2022 |
| Conner Jack W | Director | SELL | $100K–$500K | 9K | $12.24 | Feb 5, 2022 |
| Conner Jack W | Director | SELL | $15K–$50K | 3K | $12.44 | Feb 3, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 160 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 3.2M | $1M+ | SH |
| STATE STREET CORP | 2.0M | $1M+ | SH |
| HoldCo Asset Management, LP | 1.6M | $1M+ | SH |
| First Trust Capital Management L.P. | 1.6M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $1M+ | SH |
| BALYASNY ASSET MANAGEMENT L.P. | 1.3M | $1M+ | SH |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.2M | $1M+ | SH |
| AMERICAN CENTURY COMPANIES INC | 1.1M | $1M+ | SH |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.0M | $1M+ | SH |
| ALLIANCEBERNSTEIN L.P. | 763K | $1M+ | SH |
| Versor Investments LP | 740K | $1M+ | SH |
| AlTi Global, Inc. | 612K | $1M+ | SH |
| ABC ARBITRAGE SA | 581K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 505K | $1M+ | SH |
| BlackRock, Inc. | 470K | $1M+ | SH |
| RENAISSANCE TECHNOLOGIES LLC | 465K | $1M+ | SH |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 430K | $1M+ | SH |
| Assenagon Asset Management S.A. | 417K | $1M+ | SH |
| AQR Arbitrage LLC | 409K | $1M+ | SH |
| VANGUARD GROUP INC | 383K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Oct 30, 2025
6.4%
3.9M shares
BlackRock Portfolio Management LLC
SC 13G · Oct 17, 2025
5.5%
3.4M shares
Wellington Management Group LLP
SC 13G/A · Aug 12, 2025
4.9%
3.0M shares
SC 13G/A · May 14, 2025
3.9%
2.4M shares
Wellington Management Group LLP
SC 13G · May 12, 2025
6.2%
3.8M shares
SC 13G · Feb 13, 2025
5.5%
3.4M shares
SC 13G/A · Feb 12, 2025
5.0%
3.0M shares
SC 13G/A · Feb 7, 2025
8.6%
5.3M shares
SC 13G/A · Feb 5, 2025
0.0%
0 shares
Dimensional Fund Advisors LP 30-0447847
SC 13G · Oct 31, 2024
5.3%
3.3M shares
SC 13G · Mar 5, 2024
5.2%
3.2M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G/A · Feb 16, 2024
4.8%
2.9M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Feb 14, 2024
4.8%
2.9M shares
The Vanguard Group - 23-1945930
SC 13G · Feb 13, 2024
5.2%
3.2M shares
SC 13G/A · Jan 23, 2024
13.7%
8.4M shares
SC 13G · Jul 7, 2023
12.3%
7.5M shares
T. Rowe Price Investment Management, Inc. 85-4328500
SC 13G · Feb 14, 2023
9.3%
5.6M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2023
0.5%
289K shares
SC 13G/A · Feb 3, 2023
8.2%
5.0M shares
SC 13G · May 19, 2022
5.0%
3.1M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2022
9.7%
5.9M shares
SC 13G/A · Feb 1, 2022
8.4%
5.1M shares