Heritage Commerce Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:HTBK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
31 Jan 24	SellUS$61,941	Jack Conner	Individual		6,944	US$8.92

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HTBK?
Owner Type	Number of Shares	Ownership Percentage
Employee Share Scheme	76,677	0.125%
Individual Insiders	2,599,491	4.24%
Hedge Funds	5,989,729	9.77%
General Public	9,951,797	16.2%
Institutions	42,676,650	69.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 64.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.5%	BlackRock, Inc.	8,278,426	US$80.1m	1.48%	no data
9.77%	FJ Capital Management, LLC	5,989,729	US$57.9m	41.6%	5.05%
5.44%	The Vanguard Group, Inc.	3,333,492	US$32.2m	0.74%	no data
4.98%	Dimensional Fund Advisors LP	3,051,126	US$29.5m	-3.24%	no data
3.5%	JP Morgan Asset Management	2,147,235	US$20.8m	46.3%	no data
3.11%	State Street Global Advisors, Inc.	1,904,013	US$18.4m	0.6%	no data
2.86%	Boston Partners Global Investors, Inc.	1,754,719	US$17.0m	-4.71%	0.01%
2.32%	Geode Capital Management, LLC	1,419,478	US$13.7m	3.04%	no data
2.21%	Manulife Asset Management	1,355,747	US$13.1m	-3.8%	0.01%
1.67%	Assenagon Asset Management S.A.	1,024,377	US$9.9m	830%	0.02%
1.52%	Kennedy Capital Management LLC	932,694	US$9.0m	15.3%	0.18%
1.5%	American Century Investment Management Inc	921,389	US$8.9m	21.2%	no data
1.24%	Goldman Sachs Group, Investment Banking and Securities Investments	760,881	US$7.4m	181%	no data
1.23%	Hotchkis and Wiley Capital Management, LLC	751,680	US$7.3m	14.2%	0.02%
1.08%	Ranson Webster	660,525	US$6.4m	0%	no data
1.06%	Endeavour Capital Advisors Inc.	651,405	US$6.3m	0.07%	2.31%
1.06%	Tiedemann Advisors, LLC	648,286	US$6.3m	1.05%	0.16%
0.97%	Northern Trust Global Investments	595,113	US$5.8m	-2.64%	no data
0.9%	Two Sigma Advisers, LP	551,202	US$5.3m	25.2%	0.01%
0.88%	AQR Capital Management, LLC	541,283	US$5.2m	32.1%	0.01%
0.82%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	502,147	US$4.9m	0.81%	no data
0.82%	BNY Asset Management	501,917	US$4.9m	2.82%	no data
0.8%	Charles Schwab Investment Management, Inc.	489,306	US$4.7m	2.71%	no data
0.76%	Two Sigma Investments, LP	467,351	US$4.5m	2.21%	0.01%
0.73%	AllianceBernstein L.P.	449,106	US$4.3m	0.61%	no data