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Tony Chalfant Biography and Net Worth

EVP of Heritage Financial

Tony joined Heritage Bank in 2018 as Senior Vice President, Regional Credit Officer through the acquisition of Puget Sound Bank where he served as Executive Vice President, Chief Credit Officer for 13 years. He started his career with the U.S. Comptroller of the Currency, where he worked for eight years, and then held commercial lending and leadership positions with U.S. Bank for 11 years. He obtained his Bachelor of Business Administration in finance from Washington State University and is a graduate of Pacific Coast Banking School. He previously served on the board of the Boys and Girls Clubs of Bellevue.

What is Tony Chalfant's net worth?: The estimated net worth of Tony Chalfant is at least $517,259.49 as of November 7th, 2024. Mr. Chalfant owns 20,119 shares of Heritage Financial stock worth more than $517,259 as of November 21st. This net worth evaluation does not reflect any other assets that Mr. Chalfant may own. Learn More about Tony Chalfant's net worth.
How do I contact Tony Chalfant?: The corporate mailing address for Mr. Chalfant 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 Tony Chalfant's contact information.
Has Tony Chalfant been buying or selling shares of Heritage Financial?: During the last ninety days, Tony Chalfant has sold $78,837.50 in Heritage Financial stock. Most recently, Tony Chalfant sold 2,975 shares of the business's stock in a transaction on Thursday, November 7th. The shares were sold at an average price of $26.50, for a transaction totalling $78,837.50. Following the completion of the sale, the executive vice president now directly owns 20,119 shares of the company's stock, valued at $533,153.50. Learn More on Tony Chalfant'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.

Tony Chalfant Insider Trading History at Heritage Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/7/2024	Sell	2,975	$26.50	$78,837.50	20,119
10/24/2022	Sell	3,124	$31.38	$98,031.12	16,143
4/29/2021	Sell	2,000	$28.52	$57,040.00	16,771

Tony Chalfant 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: $25.71

$25.50

$25.79

50 Day Range

MA: $22.93

$20.77

$27.28

2 Week Range

Now: $25.71

$16.55

$27.55

Volume

5,629 shs

Average Volume

183,935 shs

Market Capitalization

$878.00 million

P/E Ratio

23.81

Dividend Yield

3.60%

Beta

0.52

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