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Hingham Institution for Savings

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FY2017 Annual Report · Hingham Institution for Savings
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2017 ANNUAL REPORT

F i n a n c i a l   H i g h l i g h t s

Fr o m   t h e   P r e s i d e n t

13.4

  22.3

 19.3

    23.4            

25.8

1.34          2.10          1.46           1.56         1.66

48.49      57.08         64.83       75.50        87.29

16.5

1.32

1.24

1.16

1.06

1.10

 13            14            15           16            17
Net Income*
($ in millions)

13            14            15           16            17
Dividends Declared**
($ per share)

 13           14           15            16           17
Book Value
($ per share)

1,356.4   1,552.2    1,768.5   2,014.6   2,284.6  

940.9     1,089.2     1,217.0     1,366.1     1,505.9  

1,078.9   1,238.7   1,405.5     1,605.6    1,834.0  

To Our Business Partners:

2017 was another outstanding year for Hingham Institution for Savings.  

We earned $25.8 million for our owners, a 10.0% increase from 2016.  Our return on 
average equity of 14.73% and return on average assets of 1.21% place us among the 
most profitable banks in the country.  Net loans increased by 14.2% to $1.834 billion, 
deposits increased by 10.2% to $1.506 billion, and total assets increased by 13.4% to 
$2.285 billion.  Book value per share rose 15.6% in 2017 from $75.50 to $87.29 per 
share.  This excludes capital returned to the shareholders through regular and special 
dividends - we declared $1.66 in dividends per share in 2017.  The trailing five year 
compound annual growth rate in book value per share, the best measure of long-term 
value creation, rose to 14.9%.  The efficiency ratio fell to a record low of 30.06%, a reflection of our disciplined cost control 
and process improvement culture. 

Although our financial results in 2017 were strong, the Bank’s success reflects the fact that banking is a long-term business.  
Performance in any one period, particularly one where tailwinds were with us, should be viewed cautiously.  Such periods are 
historically fraught with peril in our industry.  The real test of performance in banking is a company’s record of compounding 
shareholder capital over time and through cycles. As a publicly-traded, closely-held business, we are corporate in form but 
a partnership in spirit.  Our partnership will always lend and invest with this in mind.

This means that we must balance improving near-term efficiency with ensuring that we have the people, products, and tech-
nology necessary to serve our customers and manage risk as we grow.  We made significant investments this year in digital 
banking capabilities - from our new consumer website to payments and cash management tools for businesses - that support 
our relationship-focused approach.  We anticipate significant product and design enhancements in coming years, including 
online account opening and new payment options, for which there is considerable market demand.  We also continue to 
develop strong teams to support our digital and private banking efforts.  Our model - personalized service, combined with 
digital excellence and low fees - is the future of our industry.  

We also began building our business in greater Washington D.C., providing commercial real estate financing and private bank-
ing services to the same kind of real estate investors, families, and nonprofits that we serve in Boston.  We believe that the 
banking market in Washington, D.C. has experienced a level of consolidation and disruption that has left these customers 
underserved.  We offer a commitment to independence, a balance sheet that can support meaningful lending relationships 
up to $35 million, and speed and surety of execution.  If you own or manage commercial real estate in Boston or Washington, 
call us.

Since the present management group became associated with the Bank twenty five years ago, it has been our objective to 
build one of America’s great banks, characterized by superior long-term financial results, a fortress balance sheet that pro-
vides unquestionable assurance to our depositors, and an enduring culture of growth and success. We are well on our way.

13            14           15            16           17

13            14           15            16           17

13            14           15            16           17

Assets
($ in millions)

Deposits
($ in millions)

Loans, net
($ in millions)

*Net Income: 2014 includes a one-time net gain of $5.7 million related to a non-taxable life insurance death benefit 
(light shading reflects this one-time gain).

**Dividends Declared: Dividends declared chart includes the total regular dividends declared (dark shading) and the total dividends declared 

including any special dividends (light shading).

Very truly yours,

Robert H. Gaughen, Jr. 

President and Chairman of the Board 

       
 
 
 
 
 
 
 
 
  2 5   Ye a r s   o f   P e r f o r m a n c e        

B o o k   V a l u e   P e r   S h a r e

$90

$80

$70

$60

$50

$40

$30

$20

$10

$7.35

$87.29

$90

$80

$70

$60

$50

$40

$30

$20

$10

(dollars in thousands,
except per share data) 

*

1993

*

1994

*

1995

*

1996

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

Total Assets 
Total Net Loans
Book Value Per Share
Return on Equity
Earnings Per Share (Basic)

$
$
$

$

147,889 $
76,936 $
7.35 $

153,192 $
100,398 $
8.24 $

175,409 $
119,472 $
9.17 $

201,586 $
151,166 $
9.87 $

222,584 $
172,839 $
10.93 $

260,076 $
204,774 $
12.05 $

291,183 $
229,687 $
12.83 $

337,881 $
266,568 $
14.46 $

386,181 $
282,386 $
16.38 $

426,430 $
320,692 $
18.48 $

483,954 $
358,778 $
19.68 $

547,051 $
415,538 $
21.29 $

628,251 $
488,126 $
23.01 $

1.34%

17.09%

11.11%

11.06%

13.00%

13.18%

13.07%

15.17%

15.95%

16.58%

13.53%

13.56%

13.20%

691,652 $
539,104 $
24.47 $
9.18%

744,602 $
593,915 $
25.85 $
8.40%

806,193 $
647,255 $
28.20 $

11.08%

0.10 $

1.33 $

0.98 $

1.05 $

1.36 $

1.53 $

1.65 $

2.07 $

2.49 $

2.91 $

2.58 $

2.80 $

2.95 $

2.19 $

2.12 $

2.96 $

* per share data for 1993, 1994, 1995 and 1996 adjusted for the 3 for 2 stock split

925,560 $ 1,017,845 $ 1,127,276 $ 1,205,884 $ 1,356,441 $ 1,552,205 $ 1,768,528 $ 2,014,599 $ 2,284,599
949,662 $ 1,078,879 $ 1,238,656 $ 1,405,533 $ 1,605,647 $ 1,833,987
718,242 $
87.29
30.74 $
14.73%
12.08

792,910 $
34.24 $

849,776 $
38.70 $

10.46 $

57.08 $

10.99 $

64.83 $

43.65 $

75.50 $

48.49 $

5.68 $

3.79 $

6.28 $

6.25 $

4.81 $

9.09 $

15.34%

13.52%

14.67%

12.78%

15.05%

19.30%

14.81%

15.59%

A l a n   G a u n o u x
Owner, G Properties

Washington, D.C.

Alan  Gaunoux  is  the  owner  of  G  Properties,  a  real  estate  investment  firm  in 

Washington, D.C. He worked with Hingham to finance his properties in Georgetown 

because  of  the  Bank’s  competitive  rates  and  flexible  approach  to  a  complex 

transaction. With projects across Washington, Alan appreciates Hingham’s ability to 

serve his banking needs remotely with dedicated lenders and relationship managers. 

His father first acquired property on M Street in 1954 and he was pleased to partner 

with another multi-generational, family-run business.

“Hingham was critical to executing a challenging 

real estate transaction for me. They humanize the 

banking experience.”

ALAN GAUNOUX

U n i t e d   S o u t h   E n d   S e t t l e m e n t s
Maicharia Z. Weir Lytle, President & CEO

Nikki Stewart, Vice President of Development

For over a century, United South End Settlements has worked to disrupt the cycle of 

poverty by offering education, job training, and enrichment programs to the South 

End  community  in  Boston.  USES’s  programs  include  early  childhood  education, 

enrichment  programming  for  school-aged  children,  and  workforce  development 

training  designed  to  empower  youth  and  adults  in  their  everyday  lives.  Hingham 

provided  financing  to  USES  which  gave  them  added  flexibility  during  their  capital 

campaign. USES utilizes the Bank for its business banking needs and is pleased with 

Hingham’s attention to detail and high-touch client service. Hingham’s dedication 

to philanthropy and the local community is a meaningful aspect of the relationship 

with USES.

“Hingham’s support of the local community aligns 
“Hingham’s support of the local community aligns 

with the USES’ mission. We value our partnership 
with USES’s mission. We value our partnership with 

the Bank.”
with the Bank.”

MACHARIA Z. WEIR LYTLE
MAICHARIA Z. WEIR LYTLE

J o s h   P o s n e r
Founder & CEO, Rising Tide Development, LLC

Cambridge, MA

“The people at Hingham genuinely care about my 

business and our relationship - that’s not something 

you experience at many other banks.” 

JOSH POSNER

Josh Posner is a well-known developer in Massachusetts who has devoted his career 

to  affordable  housing.  Unlike  other  developers,  Rising  Tide  Development  focuses 

on  bridging  the  divide  between  traditional  and  affordable  housing  by  creating 

communities  where  both  exist  side-by-side.  By  building  high  quality  homes  in 

prosperous communities, Posner’s approach transforms the once negative perception 

of  affordable  housing.  Hingham  has  worked  with  Josh  for  several  years  financing 

the  construction  of  his  newest  community,  Beach  Plum  Village,  on  Nantucket.  Josh 

appreciated Hingham’s customized approach to lending. 

S t a c y   K o e p p e l
Executive Director of the Ellis South End Neighborhood Association
S e t h   K o e p p e l
Senior Vice President of Sales, eRAD Technologies

“The people at Hingham are professional, 

trustworthy, and genuine. We feel fortunate to have 

found a bank that puts their clients first.” 

STACY & SETH KOEPPEL

The South End has a special place in the hearts of Stacy and Seth Koeppel. The couple 

lived  in  the  Boston  neighborhood  as  newlyweds  and  although  careers  took  them 

away,  they  promised  each  other  that  someday  they  would  come  back.  In  2000,  they 

returned to purchase a beautiful brownstone on Union Park where they live today with 

their two children. Seth and Stacy came to Hingham when they had the opportunity to 

purchase another unit in their building. The transaction was seamless and they built a 

meaningful relationship with our South End Manager in the process. Seth and Stacy are 

family-oriented and deeply involved in the community - they were happy to find a bank 

similarly committed. 

 
J o e   P e r r y
Head of School, Derby Academy

Hingham, MA

Derby Academy and Hingham Institution for Savings are two of the oldest organizations 

in Hingham. Two  years ago, they jointly established the Hingham Institution for Savings 

Merit  Scholarship.  The  full-tuition  scholarship  is  granted  to  one  recipient  per  year 

who could not otherwise afford Derby and supports them throughout their tenure at 

the school. The Bank and its principals have supported Derby’s educational mission 

financially and through service on the Board for over twenty years.  We are pleased to 

support the expansion of this mission to underserved communities in years to come.

“Thanks to the generosity of the Bank, the Hingham 

Institution for Savings Merit Scholarship brings an 

ongoing partnership between two of Hingham’s 

oldest institutions while continuing to support a 

new generation of learners.”

JOE PERRY

B o b   Y o u n g
President, The Young Group

Falls Church, VA

“A small bank with exceptional client service is vital 

to my business and Hingham has filled that role.” 

BOB YOUNG

Bob Young’s firm, The Young Group, is a real estate development firm that specializes 

in  commercial  and  residential  projects  throughout  Northern  Virginia.  Bob  is  known 

for  his  Art-Nouveau  floral  style  buildings  which  are  prominent  in  the  city  of  Falls 

Church. The Bank has worked with Bob to finance several of his Falls Church projects. 

He chose Hingham for its personal, hands-on approach. Bob views his employees as 

an extension of his family and was looking for a Bank that shared these values. Our 

relationship  with  The  Young  Group  has  expanded  to  include  a  full  range  of  banking 

services for the business.

S e l e c t e d   F i n a n c i a l   D a t a

B o a r d   o f   D i r e c t o r s

At December 31, 

2013 

2014 

2015 

2016 

2017 

$ 

1,356,441 
102,847 
106,369 

$ 

532,845 
498,592 
53,520 
913 
8,509 
940,906 
302,732 
103,217 

(In Thousands) 

$ 

1,768,528 
261,013 
40,603 

635,522 
681,601 
95,433 
644 
9,905 
1,217,027 
402,464 
138,015 

1,552,205 
177,222 
70,570 

576,665 
607,851 
60,371 
996 
9,108 
1,089,217 
329,602 
121,515 

$ 

2,014,599 
322,932 
27,168 

685,674 
796,063 
131,778 
678 
11,030 
1,366,109 
475,318 
161,024 

$  2,284,599 
355,229 
34,304 

721,809 
998,567 
122,715 
701 
12,537 
  1,505,862 
579,164 
186,158 

At or For the Years Ended December 31, 

2013 

2014 

2015 

2016 

2017 

(Dollars in Thousands, Except Per Share Amounts) 

$ 

$ 

$ 

$ 

49,342 
10,502 
38,840 
380 
1,604 
17,453 
22,611 
9,240 
13,371 

6.28 

6.28 

$ 

$ 

$ 

$ 

56,193 
9,936 
46,257 
625 
7,863 
20,089 
33,406 
11,142 
22,264 

10.46 

10.44 

$ 

$ 

$ 

$ 

61,859 
10,910 
50,949 
625 
1,483 
19,031 
32,776 
13,430 
19,346 

9.09 

9.02 

$ 

$ 

$ 

$ 

71,769 
13,385 
58,384 
1,135 
1,735 
19,215 
39,769 
16,346 
23,423 

10.99 

10.89 

$ 

$ 

$ 

$ 

81,059 
17,261 
63,798 
1,505 
1,410 
19,576 
44,127 
18,370 
25,757 

12.08 

11.81 

Balance Sheet Data: 
Total assets  
Cash & cash equivalents 
Securities available for sale 
Loans: 
   Residential loans    
   Commercial mortgage 
   Construction   
   Other 
Allowance for loan losses  
Deposits    
Federal Home Loan Bank advances 
Stockholders’ equity  

Income Statement Data: 

Total interest and dividend income 
Total interest expense   
     Net interest income  
Provision for loan losses 
Other income   
Operating expenses   
     Income before income taxes 
Income tax provision  
     Net Income  

Earnings per common share: 

Basic   

Diluted    

Financial Ratios: 

Return on average assets    
Return on average equity   
Average equity to average assets    
Interest rate spread   
Net interest margin   
Efficiency ratio     
Cash dividends declared per common share  
Book value per common share   
Shares outstanding, at year end   

1.07  % 
13.52 
7.89 
3.07 
3.19 
43.15 
1.34 
$ 
$ 
48.49 
  2,128,750 

1.52  % 
19.30 
7.87 
3.13 
3.23 
37.12 
2.10 
$ 
$ 
57.08 
  2,128,750 

1.18  % 
14.81 
7.97 
3.06 
3.17 
36.32 
1.46 
$ 
$ 
64.83 
  2,128,750 

1.22  % 
15.59 
7.85 
2.99 
3.10 
32.15 
1.56 
$ 
$ 
75.50 
  2,132,750 

1.21  % 
14.73 
8.22 
2.91 
3.05 
30.06 
1.66 
$ 
$ 
87.29 
  2,132,750 

Standing (left to right): 

Edward L. Sparda

Scott L. Moser

Michael J. Desmond

Robert A. Lane, Esq.

Seated (left to right): 

Brian T. Kenner, Esq. 

Kara Gaughen Smith 

Robert H. Gaughen, Jr., Esq.

Jacqueline M. Youngworth 

Robert K. Sheridan, Esq.

Patrick R. Gaughen

Julio R. Hernando, Esq.

Kevin W. Gaughen, Esq.

Stacey M. Page
Ronald D. Falcione
Geoffrey C. Wilkinson, Sr.,

Howard M. Berger, Esq.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
S t o c k h o l d e r   I n f o r m a t i o n

Stock Data
Hingham  Institution  for  Savings’  common  shares  are 

listed and traded on The NASDAQ Stock Market under the 

symbol HIFS.

As  of  December  31,  2017,  there  were  approximately  238 

stockholders  of  record,  holding  140,282  outstanding 

shares of common stock. These shares do not include the 

number of persons who hold their shares in nominee or 

street name through various brokerage firms.

The  following  table  presents  the  quarterly  high  and  low 

prices for the Bank’s common stock reported by NASDAQ.

2017
First Quarter  

Second Quarter  

Third Quarter  

Fourth Quarter  

2016
First Quarter  

Second Quarter  

Third Quarter  

Fourth Quarter  

High 

Low

$ 200.90  

$   148.02

185.96 

196.71 

242.00 

$   127.71 

137.45 

139.90 

203.01 

166.45

174.47

191.45

$   115.80

118.00

120.25

132.00

The  closing  sale  price  of  the  Bank’s  common  stock  at 
December 31, 2017 was $207.00 per share.

Hingham Institution for Savings
55 Main Street

Hingham, MA 02043

(781) 749-2200

President and 

Chief Executive Officer
Robert H. Gaughen, Jr.

Investor Inquiries
Patrick R. Gaughen

Executive Vice President

Transfer Agent and Registrar
Computershare

P.O. Box 505000

Louisville, KY 40233

(800) 288-9541

Online Registered Shareholder Access
www.computershare.com/investor

Independent Registered Public Accounting Firm
Wolf & Company, P.C.

99 High Street

Boston, MA 02110

Special Counsel
Goodwin Procter

100 Northern Avenue

Boston, MA 02210

Form 10-K and Proxy Statement
A  copy  of  the  Bank’s  Annual  Report  on  Form  10-K  and 

Proxy  Statement  for  the  fiscal  year  ended  December 

31,  2017,  as  filed  with  the  Federal  Deposit  Insurance 

Corporation,  may  be  obtained  without  charge  by 

any  stockholder  of  the  Bank  upon  written  request 

addressed 

to 

the 

Investor  Relations  Department. 

Additionally,  the  Bank’s  Annual  Report  on  Form  10-K 

and  the  Proxy  Statement  are  available  electronically  at   

www.hinghamsavings.com.

 
 
BOSTON

Beacon Hill

South End

COHASSET

HINGHAM

Hingham Square 

South Hingham

Linden Ponds

HULL

NANTUCKET

NORWELL/HANOVER 

SCITUATE 

WEYMOUTH

www.hinghamsavings.com

Member FDIC/Member DIF    |    Equal Housing Lender