FinObservatory

SEC filings / CIK 1053352

HERITAGE COMMERCE CORP

State commercial banks, CA. 15 10-K filer-years in this dataset, the most recent for FY2025, filed Mar 9, 2026. Every figure below is as filed by the company and untouched: FinObservatory has not restated, rescaled or corrected anything, and a blank is a fact the filing does not tag, not a zero.

This is the SEC holding company, identified by its Central Index Key. It is not the insured bank subsidiary that appears in /banks and /deposits, which are FDIC call-report entities on a different consolidation. Nothing here should be compared line for line with those.

Held-to-maturity gap against reported equity

The fair value of the held-to-maturity book minus its carrying amount, divided by the stockholders’ equity the same filing reports. Years marked n/a are years in which the filing does not tag one of the three.

-20-15-10-505n/aFY2012: HTM fair value less carrying amount, -0.3% of reported stockholders’ equityFY2013: HTM fair value less carrying amount, -5.7% of reported stockholders’ equityFY2014: HTM fair value less carrying amount, -0.2% of reported stockholders’ equityFY2015: HTM fair value less carrying amount, +0.2% of reported stockholders’ equityFY2016: HTM fair value less carrying amount, -2.0% of reported stockholders’ equityFY2017: HTM fair value less carrying amount, -1.5% of reported stockholders’ equityFY2018: HTM fair value less carrying amount, -3.0% of reported stockholders’ equityFY2019: HTM fair value less carrying amount, +0.3% of reported stockholders’ equityFY2020: HTM fair value less carrying amount, +1.3% of reported stockholders’ equityFY2021: HTM fair value less carrying amount, -0.1% of reported stockholders’ equityFY2022: HTM fair value less carrying amount, -15.9% of reported stockholders’ equityFY2023: HTM fair value less carrying amount, -12.8% of reported stockholders’ equityFY2024: HTM fair value less carrying amount, -13.5% of reported stockholders’ equityFY2025 (partial): HTM fair value less carrying amount, -9.0% of reported stockholders’ equity111213141516171819202122232425Fiscal year of the 10-K% of reported stockholders’ equity

The gap is computable for 14 of this company’s 15 filings. In 6 of the 15 filings the carrying amount is tagged with a company-invented element rather than a us-gaap one, so a standard-taxonomy screen would return no carrying amount for those years.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: consolidated USD balance-sheet instants at each filing's own period end, from this company's 10-K submissions with prevrpt = 0. Methodology

Filing history, as filed

FYFiledAssetsDepositsEquityAOCIHTM carryingHTM fair valueGap, % of equityCustom facts
2025pMar 9, 2026$5.76bn$4.90bn$708.6m-$4.7m$529.7mext$465.8m-9.0%17.9%
2024Mar 10, 2025$5.65bn$4.82bn$689.7m-$8.1m$590.0mext$497.0m-13.5%17.3%
2023Mar 11, 2024$5.19bn$4.38bn$672.9m-$12.7m$650.6mext$564.1m-12.8%18.1%
2022Mar 9, 2023$5.16bn$4.39bn$632.5m-$16.9m$715.0mext$614.5m-15.9%18.2%
2021Mar 4, 2022$5.50bn$4.76bn$598.0m-$11.0m$658.4mext$657.6m-0.1%19.5%
2020Mar 5, 2021$4.63bn$3.91bn$577.9m-$10.7m$297.4mext$304.9m+1.3%15.2%
2019Mar 11, 2020$4.11bn$3.41bn$576.7m-$9.8m$366.6m$368.1m+0.3%15.0%
2018Mar 14, 2019$3.10bn$2.64bn$367.5m-$12.4m$377.2m$366.2m-3.0%13.4%
2017Mar 16, 2018$2.84bn$2.48bn$271.2m-$9.3m$398.3m$394.3m-1.5%11.4%
2016Mar 3, 2017$2.57bn$2.26bn$259.9m-$7.9m$324.0m$318.7m-2.0%12.8%
2015Mar 7, 2016$2.36bn$2.06bn$245.4m-$6.2m$109.3m$109.8m+0.2%13.8%
2014Mar 6, 2015$1.62bn$1.39bn$184.4m-$1.9m$95.4m$95.0m-0.2%14.0%
2013Mar 7, 2014$1.49bn$1.29bn$173.4m-$4.0m$95.9m$86.0m-5.7%11.7%
2012Mar 8, 2013$1.69bn$1.48bn$169.7m$2.7m$51.5m$51.0m-0.3%12.2%
2011Mar 9, 2012$1.31bn$1.05bn$197.8m$955kn/an/an/a14.2%

ext marks a carrying amount tagged with a company-invented element. p marks FY2025, which the dataset’s filing window (closing Mar 31, 2026) leaves incomplete across filers. “Custom facts” is the share of that filing’s consolidated facts carrying a company-invented tag, in any unit.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: this company's 10-K submissions with prevrpt = 0, one per fiscal year by latest filed date; consolidated USD instants at each filing's period end. Dollar columns are raw US dollars. Methodology

What this page cannot tell you

  • A blank in the held-to-maturity columns means the filing does not tag that fact on the consolidated face. It does not mean the company holds no held-to-maturity securities, and this dataset cannot distinguish the two.
  • A held-to-maturity gap is not a realised loss. Held to maturity, the securities pay par. The gap measures how far the reported equity sits from a mark-to-market equity, which becomes a solvency question only if the book must be sold.
  • AOCI is not the held-to-maturity mark. It bundles available-for-sale marks, hedge marks, pension and translation, net of tax. Do not add the two columns.
  • Every value is as filed. A scale error, sign error or mis-tag by the company is reproduced here exactly as the company made it.

Pages exist for the 650 bank and thrift holding companies with at least one 10-K from FY2015 onward, out of 900 with a 10-K anywhere in the dataset.