SBAPULSE

Heritage Bank Inc

Headquartered in ERLANGER, KY

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7(a) Lending

Gross approval amounts

FY2026 YTD Volume

$62.0M

#81 by FY2026 volume

FY2026 YTD Loans

65

$954K avg size

FY2022–FY2026 Volume

$251.8M

FY2022–FY2026 Loans

483

Annual Trend

Approval volume (bars) and loan count (line)

Volume (left axis)Loans (right axis)

Geographic Footprint

Approval volume by project state, FY2026 YTD

Low
High

Activity by State

27 states, districts, and territories with activity

#
1KY5$12.5M$2.5M
2TX6$5.4M$896K
3IN1$5.0M$5.0M
4WA4$4.3M$1.1M
5FL7$3.8M$544K
6CA3$3.7M$1.2M
7LA2$3.7M$1.8M
8MI4$3.0M$762K
9MD2$2.8M$1.4M
10IL2$2.4M$1.2M
Explore 7(a) loan-level performance

504 Third Party Lending

First mortgage amounts committed alongside 504 debentures

FY2026 YTD Volume

$915K

#833 by FY2026 volume

FY2026 YTD 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 YTD

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 Jul 31, 2026. Historical years reflect fiscal year-end figures and are not restated for subsequent acquisitions or mergers. See data sources & methodology.