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John Clees Biography and Net Worth

Director of Heritage Financial

John A. Clees is an attorney at Worth Law Group with a practice emphasis in estate and business succession planning for closely held companies and their owners. Formerly, Mr. Clees was the Tax Services Director at the consulting and accounting firm of RSM McGladrey and McGladrey & Pullen LLP in Olympia, Washington. Prior to this, Mr. Clees was the President of Clees Miles CPA Group, Olympia, Washington until the Group was sold to RSM McGladrey. Prior to that time, he was the managing partner of Gattis, Clees and Company, an accounting firm with offices in Seattle and Olympia, Washington. Mr. Clees is a graduate of the University of Washington with a Bachelor of Arts in Economics and a graduate of the University of Washington School of Law. Mr. Clees is licensed as a Certified Public Accountant, an attorney and mediator in the State of Washington. Mr. Clees served on Heritage’s Board of Directors from 1990 to 2000 and served as a non-voting consultant to Heritage’s Board of Directors and Audit Committee from 2000 until June 2005. Mr. Clees has continued to serve on the Heritage board since 2005.

What is John A. Clees' net worth?: The estimated net worth of John A. Clees is at least $1.14 million as of October 26th, 2022. Mr. Clees owns 44,916 shares of Heritage Financial stock worth more than $1,144,909 as of November 21st. This net worth approximation does not reflect any other investments that Mr. Clees may own. Learn More about John A. Clees' net worth.
How do I contact John A. Clees?: The corporate mailing address for Mr. Clees 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 John A. Clees' contact information.
Has John A. Clees been buying or selling shares of Heritage Financial?: John A. Clees has not been actively trading shares of Heritage Financial during the last ninety days. Most recently, John A. Clees sold 2,000 shares of the business's stock in a transaction on Wednesday, October 26th. The shares were sold at an average price of $31.55, for a transaction totalling $63,100.00. Following the completion of the sale, the director now directly owns 44,916 shares of the company's stock, valued at $1,417,099.80. Learn More on John A. Clees' 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.

John A. Clees Insider Trading History at Heritage Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
10/26/2022	Sell	2,000	$31.55	$63,100.00	44,916
6/9/2021	Sell	3,256	$28.65	$93,284.40	45,203
8/27/2018	Sell	1,000	$36.26	$36,260.00	45,209
11/27/2017	Sell	1,000	$31.07	$31,070.00	46,042
11/14/2017	Sell	1,000	$30.01	$30,010.00	47,042
7/31/2017	Sell	2,000	$27.28	$54,560.00	49,042
4/28/2017	Sell	2,000	$26.95	$53,900.00	50,042
2/10/2017	Sell	2,500	$25.00	$62,500.00	52,042
1/30/2017	Sell	2,500	$25.44	$63,600.00	54,542
12/6/2016	Sell	2,000	$24.26	$48,520.00	57,042
11/17/2016	Sell	2,000	$21.93	$43,860.00	59,042
8/19/2016	Sell	3,000	$18.09	$54,270.00	61,042
9/11/2015	Sell	1,000	$18.20	$18,200.00	62,621
9/8/2015	Sell	1,000	$18.00	$18,000.00	63,621
8/18/2015	Sell	1,000	$18.25	$18,250.00	64,621
2/3/2015	Sell	4,000	$15.97	$63,880.00
8/25/2014	Sell	1,500	$16.56	$24,840.00
6/5/2014	Sell	1,528	$16.00	$24,448.00

John A. Clees 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: $25.49

$25.29

$25.78

50 Day Range

MA: $22.93

$20.77

$27.28

2 Week Range

Now: $25.49

$16.55

$27.55

Volume

124,121 shs

Average Volume

209,928 shs

Market Capitalization

$870.48 million

P/E Ratio

23.60

Dividend Yield

3.60%

Beta

0.52

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