Heritage Financial Corp
HFWA- Exchange
- Nasdaq
- Industry
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0001046025
In the last 90 days, Heritage Financial Corp insiders filed 0 open-market purchases and 6 sales; 191 institutions reported holding it in 13F filings for Q2 2026, worth $977.7M in total; no superinvestor holds it.
Open-market trades, last 90 days
Open-market purchases (P) and sales (S) by Heritage Financial Corp insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.
- Open-market buys
- 0 filings
- Open-market sells
- 6 filings
- 6 insiders, $1.06M in total
- Insiders trading
- 6
- Net value
- −$1.06M
- Purchases minus sales
Insider roster
Directors, officers and 10% owners who have filed a Form 4 for Heritage Financial Corp, current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.
| Name | Title | Last reported holding | Last filing | Filings, past year |
|---|---|---|---|---|
| Rivera Frederick B | Director | 5,890 | Sep 15, 2026 | 4 |
| Charneski Brian | Director | 0Indirect | Sep 3, 2026 | 3 |
| Glasby William | EVP Chief Information Officer | 22,344 | Aug 13, 2026 | 5 |
| Ray Matthew T. | EVP Chief Lending Officer | 22,735 | Aug 13, 2026 | 4 |
| Lyon Jeffrey S | Director | 40,719 | Aug 5, 2026 | 3 |
| Chalfant Tony | EVP Chief Credit Officer | 20,362 | Aug 5, 2026 | 5 |
| Wilson Kelli Ann | EVP Chief Banking Officer | 3,099 | Jul 30, 2026 | 4 |
| Vance Brian L | Director | 102,342 | Jun 17, 2026 | 2 |
| Ellwanger Kimberly T | Director | 35,037 | Jun 17, 2026 | 2 |
| Watson Ann | Director | 26,121 | Jun 17, 2026 | 2 |
| Dryer Trevor D. | Director | 9,977 | Jun 17, 2026 | 2 |
| Giacobbe Gail B. | Director | 9,977 | Jun 17, 2026 | 2 |
| Saunders Karen R | Director | 2,218 | Jun 17, 2026 | 2 |
| Allan Scott Tanton | Director | – | Jun 17, 2026 | 1 |
| Curran Amy E. | EVP Director Commercial Lend | 29,958 | Jun 15, 2026 | 3 |
| Hinson Donald | EVPand Chief Financial Officer | 41,241 | Jun 10, 2026 | 3 |
| Robison Sabrina C | EVP Chief HR Officer | 0Indirect | May 4, 2026 | 4 |
| McDonald Bryan | President | 35,115 | Mar 18, 2026 | 3 |
| Henning Thomas J | EVP Chief Risk Officer | 18,611 | Mar 18, 2026 | 3 |
| Bley Nicholas M | EVP Chief Operating Officer | 3,814 | Feb 27, 2026 | 2 |
| Deuel Jeffrey J | CEO | 72,956 | May 7, 2025 | 0 |
| Gavin Deborah J | Director | 23,997 | May 5, 2025 | 0 |
| Chan Eric Kayen | Director | – | Feb 7, 2024 | 0 |
| Clees John A | Director | 46,724 | May 4, 2023 | 0 |
| Pickering Anthony | Director | 57,023 | May 4, 2023 | 0 |
| Huntley Cindy M | EVP Chief Banking Officer | 23,006 | Apr 4, 2023 | 0 |
| Miller Gragg E | Director | 24,950 | May 4, 2022 | 0 |
| Gahler Steven A | EVP Chief Marketing Officer | – | Jul 26, 2021 | 0 |
Insider trades
Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 15, 2026 (view filing)2:21 PM ET | Sep 15 | Same day | Rivera Frederick BDirector | SSale | −1.30K | $28.57 | −$37.1K | −18.1%5.89K after | |
| Sep 3, 2026 (view filing)12:02 PM ET | Sep 3 | Same day | Charneski BrianDirector | SSale | −13.7K | $29.18 | −$399.1K | −100.0%0 after | |
| Aug 13, 2026 (view filing)11:18 AM ET | Aug 13 | Same day | Ray Matthew T.EVP Chief Lending Officer | SSale | −3.69K | $30.10 | −$111.1K | −14.0%22.7K after | |
| Aug 5, 2026 (view filing)5:44 PM ET | Aug 5 | Same day | Lyon Jeffrey SDirector | SSale | −10.0K | $30.00 | −$300.0K | −19.7%40.7K after | |
| Aug 5, 2026 (view filing)5:43 PM ET | Aug 5 | Same day | Chalfant TonyEVP Chief Credit Officer | SSale | −3.23K | $29.92 | −$96.8K | −13.7%20.4K after | |
| Jul 30, 2026 (view filing)5:12 PM ET | Jul 30 | Same day | Wilson Kelli AnnEVP Chief Banking Officer | SSale | −3.78K | $29.69 | −$112.2K | −54.9%3.10K after | |
| Jun 10, 2026 (view filing) | Jun 9 | 1 day | Hinson DonaldEVPand Chief Financial Officer | SSale | −3.84K | $28.37 | −$109.0K | −8.5%41.2K after | |
| May 4, 2026 (view filing) | May 1 | 3 days | Robison Sabrina CEVP Chief HR Officer | SSale | −716 | $27.51 | −$19.7K | −2.1%32.9K after | |
| May 4, 2026 (view filing) | May 1 | 3 days | Robison Sabrina CEVP Chief HR Officer | SSale | −4.72K | $27.61 | −$130.4K | −100.0%0 after | |
| Feb 11, 2026 (view filing) | Feb 11 | Same day | Chalfant TonyEVP Chief Credit Officer | SSale | −4.67K | $27.65 | −$129.1K | −19.0%19.9K after | |
| Feb 3, 2026 (view filing) | Feb 3 | Same day | Rivera Frederick BDirector | SSale | −1.80K | $26.31 | −$47.4K | −26.6%4.97K after | |
| Jan 26, 2026 (view filing) | Jan 26 | Same day | Wilson Kelli AnnEVP Chief Banking Officer | SSale | −1.90K | $26.48 | −$50.3K | −33.5%3.78K after | |
| Nov 24, 2025 (view filing) | Nov 20 | 4 days | McDonald BryanPresident | PPurchase | +19.1K | $22.32 | +$426.4K | +155.9%31.4K after | |
| Mar 18, 2025 (view filing) | Mar 17 | 1 day | Curran Amy E.EVP Director Commercial Lend | SSale | −858 | $23.77 | −$20.4K | −3.4%24.4K after | |
| Mar 18, 2025 (view filing) | Mar 17 | 1 day | Deuel Jeffrey JCEO | SSale | −7.03K | $23.66 | −$166.4K | −9.0%70.9K after | |
| Mar 18, 2025 (view filing) | Mar 17 | 1 day | Hinson DonaldEVPand Chief Financial Officer | SSale | −3.42K | $23.59 | −$80.7K | −7.5%42.1K after | |
| Jan 27, 2025 (view filing) | Jan 27 | Same day | Rivera Frederick BDirector | SSale | −4.00K | $25.43 | −$101.7K | −51.0%3.84K after | 2 lots |
| Nov 7, 2024 (view filing) | Nov 7 | Same day | Chalfant TonyEVP Chief Credit Officer | SSale | −2.98K | $26.50 | −$78.8K | −12.9%20.1K after | |
| Dec 14, 2023 (view filing) | Dec 14 | Same day | Rivera Frederick BDirector | PPurchase | +100 | $21.64 | +$2.16K | +2.1%4.82K after | |
| Dec 11, 2023 (view filing) | Dec 11 | Same day | Rivera Frederick BDirector | PPurchase | +600 | $20.23 | +$12.1K | +14.6%4.72K after | |
| Sep 13, 2023 (view filing) | Sep 13 | Same day | Charneski BrianDirector | PPurchase | +5.00K | $16.70 | +$83.5K | +15.9%36.5K after | |
| May 19, 2023 (view filing) | May 19 | Same day | Rivera Frederick BDirector | PPurchase | +600 | $16.34 | +$9.80K | +17.0%4.12K after | |
| May 4, 2023 (view filing) | May 4 | Same day | Charneski BrianDirector | PPurchase | +5.00K | $15.88 | +$79.4K | +57.6%13.7K after | |
| Apr 27, 2023 (view filing) | Apr 26 | 1 day | Lyon Jeffrey SDirector | PPurchase | +1.75K | $17.37 | +$30.4K | +4.5%40.7K after | |
| Nov 4, 2022 (view filing) | Nov 4 | Same day | Huntley Cindy MEVP Chief Banking Officer | SSale | −1.19K | $32.61 | −$38.9K | −5.7%19.8K after | |
| Nov 3, 2022 (view filing) | Nov 2 | 1 day | Vance Brian LDirector | SSale | −5.15K | $32.73 | −$168.5K | −5.3%92.4K after | |
| Nov 1, 2022 (view filing) | Oct 31-Nov 1 | 1 day | Charneski BrianDirector | SSale | −4.00K | $33.65 | −$134.6K | −11.9%29.7K after | 2 lots |
| Oct 26, 2022 (view filing) | Oct 26 | Same day | Clees John ADirector | SSale | −2.00K | $31.55 | −$63.1K | −4.3%44.9K after | |
| Oct 25, 2022 (view filing) | Oct 24 | 1 day | Chalfant TonyEVP Chief Credit Officer | SSale | −3.12K | $31.38 | −$98.0K | −16.2%16.1K after | |
| Jun 7, 2022 (view filing) | Jun 7 | Same day | Vance Brian LDirector | SSale | −5.47K | $25.83 | −$141.3K | −5.3%97.5K after |