Heritage Financial Corporation (HFWA) Insider Trading

Over the last 3 months, HFWA insiders made 0 open-market buys and 3 sales, a net sale of -$259K (SEC Form 4). Over the last 6 months, 153 institutions increased and 106 reduced their position (13F).

Insider Activity

Sentiment
0/100
Buys (3m)
0
Sells (3m)
3
Net (3m)
-$259.1K
Insider trades by month Buys Sells
Mar
Nov
Jan
Feb
May
Jun
Context3-month price +9.6%Institutions accumulating (13F)
DateInsiderTypeSharesPrice
Jun 10, 2026Hinson Donaldofficer: EVPand Chief Financial OfficerSell3,842$28.37
May 4, 2026Robison Sabrina Cofficer: EVP Chief HR OfficerSell4,724$27.61
May 4, 2026Dryer Trevor D.directorOption2,218$27.61
May 4, 2026VANCE BRIAN LdirectorOption2,218$27.61
May 4, 2026Robison Sabrina Cofficer: EVP Chief HR OfficerSell716$27.51
May 4, 2026Ellwanger Kimberly TdirectorOption2,218$27.61
May 4, 2026Watson AnndirectorOption2,218$27.61
May 4, 2026LYON JEFFREY SdirectorOption2,218$27.61
May 4, 2026Rivera Frederick BdirectorOption2,218$27.61
May 4, 2026CHARNESKI BRIANdirectorOption2,218$27.61
May 4, 2026Giacobbe Gail B.directorOption2,218$27.61
May 4, 2026Saunders Karen RdirectorOption2,218$27.61
Mar 18, 2026Glasby Williamofficer: EVP Chief Information OfficerOption1,571$24.89
Mar 18, 2026Ray Matthew T.officer: EVP Chief Lending OfficerOption1,001$24.89
Mar 18, 2026Ray Matthew T.officer: EVP Chief Lending OfficerOption504$24.89
Mar 18, 2026Chalfant Tonyofficer: EVP Chief Credit OfficerOption992$24.89
Mar 18, 2026Glasby Williamofficer: EVP Chief Information OfficerOption302$24.89
Mar 18, 2026Wilson Kelli Annofficer: EVP Chief Banking OfficerOption490$24.89
Mar 18, 2026Henning Thomas Jofficer: EVP Chief Risk OfficerOption1,475$24.89
Mar 18, 2026Chalfant Tonyofficer: EVP Chief Credit OfficerOption176$24.89
Mar 18, 2026Glasby Williamofficer: EVP Chief Information OfficerOption1,824$24.89
Mar 18, 2026Wilson Kelli Annofficer: EVP Chief Banking OfficerOption1,345$24.89
Mar 18, 2026McDonald Bryanofficer: PresidentOption1,115$24.89
Mar 18, 2026Curran Amy E.officer: EVP Director Commercial LendTax918$24.89
Mar 18, 2026Curran Amy E.officer: EVP Director Commercial LendOption1,429$24.89
Mar 18, 2026McDonald Bryanofficer: PresidentOption267$24.89
Mar 18, 2026Ray Matthew T.officer: EVP Chief Lending OfficerOption662$24.89
Mar 18, 2026Chalfant Tonyofficer: EVP Chief Credit OfficerOption733$24.89
Mar 18, 2026Henning Thomas Jofficer: EVP Chief Risk OfficerOption1,671$24.89
Mar 18, 2026Henning Thomas Jofficer: EVP Chief Risk OfficerTax938$24.89

Source: HFWA SEC Form 4 filings, latest Jun 10, 2026. For informational purposes only — not investment advice.

Institutional activity (13F)

How institutions changed their HFWA positions over the last 6 months (SEC Form 13F).

Increased
153
New positions
37
Reduced
106
Sold out
26
Largest moves
InstitutionActionSharesFiled
BLACKROCK, INC.Increased5.6MMay 13, 2026
BLACKROCK, INC.Increased4.9MFeb 12, 2026
JENNISON ASSOCIATES LLCIncreased3.2MMay 6, 2026
JENNISON ASSOCIATES LLCIncreased3.1MJan 30, 2026
VICTORY CAPITAL MANAGEMENT INCIncreased2.5MMay 15, 2026
VICTORY CAPITAL MANAGEMENT INCReduced2.4MFeb 13, 2026
VANGUARD GROUP INCIncreased2.4MJan 29, 2026
DIMENSIONAL FUND ADVISORS LPReduced2.0MFeb 12, 2026
DIMENSIONAL FUND ADVISORS LPReduced2.0MMay 7, 2026
VANGUARD CAPITAL MANAGEMENT LLCNew Position1.8MMay 15, 2026
STATE STREET CORPIncreased1.8MMay 15, 2026
STATE STREET CORPIncreased1.6MFeb 13, 2026
ALLIANCEBERNSTEIN L.P.Reduced1.3MFeb 17, 2026
ALLIANCEBERNSTEIN L.P.Reduced1.1MMay 15, 2026
GEODE CAPITAL MANAGEMENT, LLCIncreased935KMay 15, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.

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