| Relationships | Role | Relationship Start | Relationship End |
| Heritage Financial Services, Inc. | Parent | 1/10/1992 | 10/23/1992 |
| Country Club Bancorporation, Inc. | Parent | 6/30/1987 | 1/9/1992 |
| Country Club Bancorporation, Inc. | Parent | 12/2/1985 | 6/29/1987 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Heritage Bank And Trust Company | Buyer | 242,466 | Discontinued | 10/24/1992 |