Last updated: 20 June 2024 at 11:45am EST

Brian Vance Net Worth




The estimated Net Worth of Brian L Vance is at least $6.67 Million dollars as of 1 May 2024. Mr. Vance owns over 3,023 units of Heritage stock worth over $2,074,163 and over the last 21 years he sold HFWA stock worth over $3,155,066. In addition, he makes $1,436,670 as Executive Chairman of the Board at Heritage.

Mr. Vance HFWA stock SEC Form 4 insiders trading

Brian has made over 29 trades of the Heritage stock since 2004, according to the Form 4 filled with the SEC. Most recently he exercised 3,023 units of HFWA stock worth $55,200 on 1 May 2024.

The largest trade he's ever made was exercising 26,983 units of Heritage stock on 13 October 2004 worth over $210,737. On average, Brian trades about 3,192 units every 110 days since 2004. As of 1 May 2024 he still owns at least 97,196 units of Heritage stock.

You can see the complete history of Mr. Vance stock trades at the bottom of the page.





Brian Vance biography

Brian L. Vance is Executive Chairman of the Board of the Company. A CEO Transition announcement was made on July 9, 2018 in connection with Heritage's succession planning. Prior to the succession announcement, Mr. Vance was President and Chief Executive Officer of Heritage and Chief Executive Officer of Heritage Bank, positions he has held since 2006 and 2003, respectively. He served as President and Chief Executive Officer of Heritage Bank from 2003 until September 2012, when Jeffrey J. Deuel was promoted to President. Mr. Vance served as President and Chief Operating Officer of Heritage Bank from 1998 until 2003. Mr. Vance joined Heritage Bank in 1996 as its Executive Vice President and Chief Credit Officer. Prior to joining Heritage Bank, Mr. Vance was employed for 24 years with West One Bank, a bank with offices in Idaho, Utah, Oregon and Washington. Prior to leaving West One, he was Senior Vice President and Regional Manager of Banking Operations for the south Puget Sound region. Mr. Vance previously served as a director of the Pacific Bankers Management Institute, the Community Foundation of South Puget Sound, and the Western Independent Bankers Advisory Committee. He was the past President of the Washington Financial League and formerly served as a trustee for the South Puget Sound Community College. Mr. Vance brings valuable management and financial skills to the Board and provides extensive financial services industry knowledge, which includes credit administration, management and strategic forecasting.

What is the salary of Brian Vance?

As the Executive Chairman of the Board of Heritage, the total compensation of Brian Vance at Heritage is $1,436,670. There are no executives at Heritage getting paid more.



How old is Brian Vance?

Brian Vance is 65, he's been the Executive Chairman of the Board of Heritage since 2019. There are 6 older and 15 younger executives at Heritage. The oldest executive at Heritage Financial Corp. is Stephen Dennis, 74, who is the Independent Director.

What's Brian Vance's mailing address?

Brian's mailing address filed with the SEC is PO BOX 1578, , OLYMPIA, WA, 98507.

Insiders trading at Heritage

Over the last 26 years, insiders at Heritage have traded over $11,549,696 worth of Heritage stock and bought 77,594 units worth $1,270,295 . The most active insiders traders include Brian L Vance, Donald V Rhodes, and H Edward Odegard. On average, Heritage executives and independent directors trade stock every 23 days with the average trade being worth of $61,182. The most recent stock trade was executed by Tony Chalfant on 15 June 2024, trading 1,315 units of HFWA stock currently worth $21,934.



What does Heritage do?

heritage financial corp is a real estate company located in 201 5th ave sw, olympia, washington, united states.



What does Heritage's logo look like?

Heritage Financial Corp. logo

Complete history of Mr. Vance stock trades at Heritage

Date
#
Company
Insider
Trans.
Transaction
Shares Price per share Total value Shares after Source
1 May 2024 Brian L Vance
Director
Option 3,023 $18.26 $55,200
1 May 2024
97,196
1 May 2023 Brian L Vance
Director
Option 1,808 $17.41 $31,477
1 May 2023
94,173
2 Nov 2022 Brian L Vance
Director
Sale 5,148 $32.73 $168,494
2 Nov 2022
92,365
7 Jun 2022 Brian L Vance
Director
Sale 5,470 $25.83 $141,290
7 Jun 2022
97,513
3 May 2022 Brian L Vance
Director
Option 1,713 $24.85 $42,568
3 May 2022
103,387
15 Mar 2022 Brian L Vance
Director
Option 4,972 $25.46 $126,587
15 Mar 2022
102,807
11 May 2021 Brian L Vance
Director
Sale 8,532 $28.18 $240,432
11 May 2021
97,835
10 May 2021 Brian L Vance
Director
Sale 3,667 $29.00 $106,343
10 May 2021
106,367
4 May 2021 Brian L Vance
Director
Option 1,991 $28.42 $56,584
4 May 2021
110,478
15 Mar 2021 Brian L Vance
Director
Option 5,184 $29.66 $153,757
15 Mar 2021
109,748
11 Nov 2020 Brian L Vance
Director
Sale 4,516 $23.79 $107,436
11 Nov 2020
104,564
4 May 2020 Brian L Vance
Director
Option 2,503 $19.40 $48,558
4 May 2020
109,623
16 Mar 2020 Brian L Vance
Director
Option 11,215 $21.54 $241,571
16 Mar 2020
109,402
10 Sep 2019 Brian L Vance
Director
Sale 2,274 $26.82 $60,989
10 Sep 2019
98,737
29 Apr 2019 Brian L Vance
Director
Sale 3,885 $30.74 $119,425
29 Apr 2019
101,011
14 Mar 2019 Brian L Vance
Director
Sale 13,621 $31.53 $429,470
14 Mar 2019
102,925
26 Nov 2018 Brian L Vance
Director
Sale 15,000 $34.56 $518,400
26 Nov 2018
118,313
27 Jul 2018 Brian L Vance
Director
Sale 6,734 $36.29 $244,377
27 Jul 2018
133,313
28 Feb 2018 Brian L Vance
Director
Option 1,700 $31.90 $54,230
28 Feb 2018
141,972
7 Nov 2017 Brian L Vance
Director
Sale 5,636 $30.76 $173,363
7 Nov 2017
142,011
2 May 2017 Brian L Vance
Director
Sale 8,562 $25.80 $220,900
2 May 2017
160,280
14 Mar 2011 Brian L Vance
Director
Sale 5,400 $13.84 $74,736
14 Mar 2011
119,372
25 May 2010 Brian L Vance
Director
Sale 20,033 $14.75 $295,487
25 May 2010
118,008
17 Feb 2010 Brian L Vance
Director
Option 5,251 $11.67 $61,279
17 Feb 2010
133,203
13 May 2009 Brian L Vance
Director
Sale 5,000 $11.06 $55,300
13 May 2009
122,952
29 Jul 2008 Brian L Vance
Director
Sale 5,000 $14.00 $70,000
29 Jul 2008
127,952
11 Apr 2007 Brian L Vance
Director
Option 17,430 $9.74 $169,768
11 Apr 2007
129,302
19 Feb 2007 Brian L Vance
Director
Sale 5,250 $24.50 $128,625
19 Feb 2007
111,872
13 Oct 2004 Brian L Vance
Director
Option 26,983 $7.81 $210,737
13 Oct 2004
109,640


Heritage executives and stock owners

Heritage executives and other stock owners filed with the SEC include: