The estimated Net Worth of John A Clees is at least $2.45 Million dollars as of 1 May 2023. Mr. Clees owns over 1,808 units of Heritage stock worth over $997,090 and over the last 21 years he sold HFWA stock worth over $1,363,052. In addition, he makes $93,085 as Independent Director at Heritage.
John has made over 37 trades of the Heritage stock since 2004, according to the Form 4 filled with the SEC. Most recently he exercised 1,808 units of HFWA stock worth $31,477 on 1 May 2023.
The largest trade he's ever made was selling 5,000 units of Heritage stock on 9 December 2010 worth over $65,000. On average, John trades about 1,410 units every 128 days since 2003. As of 1 May 2023 he still owns at least 46,724 units of Heritage stock.
You can see the complete history of Mr. Clees stock trades at the bottom of the page.
John A. Clees is Independent Director of Heritage Financial Corporation. He 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 a Managing Director for nine years with a national certified public accounting firm, McGladrey, after they acquired the Olympia, Washington firm founded by Mr. Clees. 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 until 2000 and served as a non-voting consultant to Heritage’s Board of Directors and Audit Committee from 2000 until June 2005, when he was reappointed to the Board. He serves as a Board Member on the Community Foundation of South Puget Sound. Mr. Clees provides important tax and accounting expertise to the Board. He also brings a legal perspective to the Board, with a solid understanding of corporate governance matters.
As the Independent Director of Heritage, the total compensation of John Clees at Heritage is $93,085. There are 12 executives at Heritage getting paid more, with Brian Vance having the highest compensation of $1,436,670.
John Clees is 71, he's been the Independent Director of Heritage since 2016. There are 2 older and 19 younger executives at Heritage. The oldest executive at Heritage Financial Corp. is Stephen Dennis, 74, who is the Independent Director.
John's mailing address filed with the SEC is PO BOX 1578, , OLYMPIA, WA, 98507.
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.
heritage financial corp is a real estate company located in 201 5th ave sw, olympia, washington, united states.
Heritage executives and other stock owners filed with the SEC include: