SBAPULSE

Heritage Bank Inc

Headquartered in ERLANGER, KY

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7(a) Lending

Gross approval amounts

FY2026 Volume

$103.4M

#66 by FY2026 volume

FY2026 Loans

92

$1.1M avg size

FY2022–FY2026 Volume

$293.2M

FY2022–FY2026 Loans

510

Annual Trend

Approval volume (bars) and loan count (line)

Volume (left axis)Loans (right axis)

Geographic Footprint

Approval volume by project state, FY2026

Low
High

Activity by State

32 states, districts, and territories with activity

#
1KY8$22.8M$2.9M
2OH5$11.5M$2.3M
3TX9$7.9M$877K
4FL11$7.1M$644K
5CO4$6.4M$1.6M
6IN1$5.0M$5.0M
7CA4$4.6M$1.1M
8WA4$4.3M$1.1M
9NJ4$3.7M$932K
10LA2$3.7M$1.8M
Explore 7(a) loan-level performance

504 Third Party Lending

First mortgage amounts committed alongside 504 debentures

FY2026 Volume

$915K

#925 by FY2026 volume

FY2026 Loans

2

$458K avg size

FY2022–FY2026 Volume

$24.2M

FY2022–FY2026 Loans

18

Annual Trend

Approval volume (bars) and loan count (line)

Volume (left axis)Loans (right axis)

Geographic Footprint

Approval volume by project state, FY2026

Low
High

Activity by State

1 state, districts, and territories with activity

#
1KY2$0.9M$458K
Explore 504 loan-level performance as third party lender

Source: SBA lender activity reports, data as of Sep 30, 2026. Historical years reflect fiscal year-end figures and are not restated for subsequent acquisitions or mergers. See data sources & methodology.