Heritage Commerce Corp (HTBK)

Delisted

17 Apr 2026

NASDAQ (NGS)

13. 45

828.43M Market Cap

7.5 P/E Ratio

0.52% Div Yield

3.2M Volume

0.79 Eps

$ 13.45

Previous Close

Investors:

+22

Day Range

13.21 13.73

Year Range

8.56 13.83

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Heritage Commerce Corp Investors

Name	Quantity	Cost	Value	Profit ($)	Gain (%)
CE Curtis Ellergodt Rothschild Investment LLC	541	$5,646.52	$5,346.57	-$299.95	-5.31%
BG Bart Gancher Intech Investment Management LLC	16,341	$155.56	$153.28	-$2.28	-1.47%
Jeffery Yorg Focus Partners Advisor Solutions LLC	15,650	$195.31	$195.31	-	-
Joseph Castro Nuveen LLC	171,719	$1.71M	$1.71M	-	-
ED Eric Duncan NorthCrest Asset Manangement LLC	12,216	$121.63	$155.51	$33.88	27.85%
Bobby Adusumilli SJS Investment Consulting Inc.	40	$0.48	$0.48	-	-
MC Mike Clark Cassady Schiller Wealth Management LLC	116	$1.09	$1.09	-	-
BFG Bleakley Financial Group LLC Bleakley Financial Group LLC	36,522	$378,197.51	$455,793	$77,595.49	20.52%
HFT Hui Fai Tam Caitong International Asset Management Co. Ltd.	56	$699	$699	-	-
Kevin Kroskey True Wealth Design LLC	242	$2,410	$2,907	$497	20.62%
DD Damir Durkovic Entropy Technologies, LP	12,856	$160,443	$160,443	-	-
Alexandra Stickelman Root Financial Partners, LLC	250	$2,987.04	$3,120	$132.96	4.45%
Jorge Paganin Abacus Wealth Partners, LLC	45,835	$550,979.68	$572,021	$21,041.32	3.82%
Christopher C. Powers Farther Finance Advisors, LLC	1,027	$12,175.79	$10,191	-$1,984.79	-16.3%
David Vollmer PFS Partners, LLC	4,823	$57,590	$57,590	-	-
BRUCE G ALLEN Bruce G. Allen Investments, LLC	52	$517.14	$649	$131.86	25.5%
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC	23	$287	$287	-	-
Darin Sadow Freestone Grove Partners LP	1	$12	$12	-	-
SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC	2,062	$21,619.85	$25,291	$3,671.15	16.98%
JWM JPL Wealth Management LLC JPL Wealth Management, LLC	191	$2,384	$2,384	-	-

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