Brian Charneski Biography and Net Worth

Director of Heritage Financial

Brian S. Charneski is the President of L&E Bottling Company in Olympia, Washington and is Chairman of Pepsi Northwest Beverages, LLC, a regional beverage manufacturing joint venture with PepsiCo, Inc. headquartered in Tumwater, Washington. Mr. Charneski is a director of the American Beverage Association and is also a member of the Board of Directors of the Pepsi-Cola Bottlers Association, having chaired the Association from 2005 to 2007. Mr. Charneski is a past director of the Washington Performing Arts, The Community Foundation of the South Sound and Saint Martin’s University. Mr. Charneski is a 1985 graduate of Seattle University with a Bachelor of Arts in Economics. Mr. Charneski has served on the Heritage board since 2000 and served as the Chairman of the Board from May 2016 to June 2019. He currently serves as the Lead Independent Director.

What is Brian Charneski's net worth?: The estimated net worth of Brian Charneski is at least $952,232.40 as of September 13th, 2023. Mr. Charneski owns 36,540 shares of Heritage Financial stock worth more than $952,232 as of November 7th. This net worth evaluation does not reflect any other investments that Mr. Charneski may own. Learn More about Brian Charneski's net worth.
How do I contact Brian Charneski?: The corporate mailing address for Mr. Charneski and other Heritage Financial executives is 201 FIFTH AVENUE S.W., OLYMPIA WA, 98501. Heritage Financial can also be reached via phone at (360) 943-1500 and via email at [email protected]. Learn More on Brian Charneski's contact information.
Has Brian Charneski been buying or selling shares of Heritage Financial?: Brian Charneski has not been actively trading shares of Heritage Financial over the course of the past ninety days. Most recently, on Wednesday, September 13th, Brian Charneski bought 5,000 shares of Heritage Financial stock. The stock was acquired at an average cost of $16.70 per share, with a total value of $83,500.00. Following the completion of the transaction, the director now directly owns 36,540 shares of the company's stock, valued at $610,218. Learn More on Brian Charneski's trading history.
Who are Heritage Financial's active insiders?: Heritage Financial's insider roster includes Tony Chalfant (EVP), Brian Charneski (Director), John Clees (Director), Cindy Huntley (EVP), and Brian Vance (Director). Learn More on Heritage Financial's active insiders.
Are insiders buying or selling shares of Heritage Financial?: In the last twelve months, Heritage Financial insiders bought shares 1 times. They purchased a total of 600 shares worth more than $12,138.00. In the last twelve months, insiders at the financial services provider sold shares 1 times. They sold a total of 2,975 shares worth more than $78,837.50. The most recent insider tranaction occured on November, 7th when EVP Tony Chalfant sold 2,975 shares worth more than $78,837.50. Insiders at Heritage Financial own 1.8% of the company. Learn More about insider trades at Heritage Financial.
Information on this page was last updated on 11/7/2024.

Brian Charneski Insider Trading History at Heritage Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/13/2023	Buy	5,000	$16.70	$83,500.00	36,540
5/4/2023	Buy	5,000	$15.88	$79,400.00	13,675
10/31/2022	Sell	2,000	$33.67	$67,340.00	31,732
3/15/2021	Sell	3,325	$29.69	$98,719.25
3/9/2021	Sell	2,000	$29.62	$59,240.00
3/12/2020	Buy	3,325	$18.42	$61,246.50	28,737
12/6/2017	Sell	2,000	$31.78	$63,560.00	29,602
8/7/2014	Buy	2,000	$15.97	$31,940.00

Brian Charneski Buying and Selling Activity at Heritage Financial

Heritage Financial Company Overview

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company's loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. It also originates loans that are guaranteed by the U.S. Small Business Administration; and provides objective advice from trusted advisers. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.

Today's Range

Now: $26.06

$25.91

$27.11

50 Day Range

MA: $22.22

$20.77

$27.28

2 Week Range

Now: $26.06

$16.38

$27.43

Volume

240,941 shs

Average Volume

185,358 shs

Market Capitalization

$898.97 million

P/E Ratio

24.13

Dividend Yield

3.96%

Beta

0.52

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