HFWA
Heritage Financial Corporation
NASDAQ · Financial Services · Banks - Regional · US
$29.29
+0.21%0
Insider buys (3m)
6
Insider sells (3m)
-$1.1M
Net value (3m)
+5.8%
Price return (3m)
Form 4 filings
| Date | Insider | Activity | Shares | Price |
|---|---|---|---|---|
| Sep 3, 2026 | CHARNESKI BRIAN · director | Sale | 13,675 | $29 |
| Aug 13, 2026 | Ray Matthew T. · officer: EVP Chief Lending Officer | Sale | 3,692 | $30 |
| Aug 5, 2026 | Chalfant Tony · officer: EVP Chief Credit Officer | Sale | 3,234 | $30 |
| Aug 5, 2026 | LYON JEFFREY S · director | Sale | 10,000 | $30 |
| Jul 30, 2026 | Wilson Kelli Ann · officer: EVP Chief Banking Officer | Sale | 3,778 | $30 |
| Jul 20, 2026 | Glasby William · officer: EVP Chief Information Officer | M-Exempt | 1,824 | $31 |
| Jul 20, 2026 | Glasby William · officer: EVP Chief Information Officer | M-Exempt | 265 | $31 |
| Jul 20, 2026 | Glasby William · officer: EVP Chief Information Officer | M-Exempt | 301 | $31 |
| Jul 20, 2026 | Glasby William · officer: EVP Chief Information Officer | M-Exempt | 1,846 | $31 |
| Jul 20, 2026 | Glasby William · officer: EVP Chief Information Officer | M-Exempt | 264 | $31 |
| Jul 20, 2026 | Glasby William · officer: EVP Chief Information Officer | M-Exempt | 1,595 | $31 |
| Jul 20, 2026 | Glasby William · officer: EVP Chief Information Officer | M-Exempt | 302 | $31 |
| Jul 20, 2026 | Glasby William · officer: EVP Chief Information Officer | F-InKind | 3,379 | $31 |
| Jun 17, 2026 | CHARNESKI BRIAN · director | A-Award | 1,999 | $0.00 |
| Jun 17, 2026 | Giacobbe Gail B. · director | A-Award | 1,999 | $0.00 |
| Jun 17, 2026 | LYON JEFFREY S · director | A-Award | 1,999 | $0.00 |
| Jun 17, 2026 | Rivera Frederick B · director | A-Award | 1,999 | $0.00 |
| Jun 17, 2026 | Dryer Trevor D. · director | A-Award | 1,999 | $0.00 |
| Jun 17, 2026 | Watson Ann · director | A-Award | 1,999 | $0.00 |
| Jun 17, 2026 | Ellwanger Kimberly T · director | A-Award | 1,999 | $0.00 |
| Jun 17, 2026 | VANCE BRIAN L · director | A-Award | 1,999 | $0.00 |
| Jun 17, 2026 | Allan Scott Tanton · director | A-Award | 1,999 | $0.00 |
| Jun 17, 2026 | Saunders Karen R · director | A-Award | 1,999 | $0.00 |
| Jun 15, 2026 | Curran Amy E. · officer: EVP Director Commercial Lend | F-InKind | 71 | $28 |
| Jun 15, 2026 | Curran Amy E. · officer: EVP Director Commercial Lend | M-Exempt | 576 | $28 |
| Jun 15, 2026 | Chalfant Tony · officer: EVP Chief Credit Officer | M-Exempt | 1,316 | $28 |
| Jun 15, 2026 | Chalfant Tony · officer: EVP Chief Credit Officer | F-InKind | 135 | $28 |
| Jun 10, 2026 | Hinson Donald · officer: EVPand Chief Financial Officer | Sale | 3,842 | $28 |
| May 4, 2026 | LYON JEFFREY S · director | M-Exempt | 2,218 | $28 |
| May 4, 2026 | Robison Sabrina C · officer: EVP Chief HR Officer | Sale | 716 | $28 |
Institutional positioning
13F filings over the trailing two quarters
New 55Increased 150Reduced 105Sold out 18
| Filer | Action | Shares | Filed |
|---|---|---|---|
| BlackRock, Inc. | Increased | 5,811,114 | Aug 7, 2026 |
| BLACKROCK, INC. | Increased | 5,561,782 | May 13, 2026 |
| JENNISON ASSOCIATES LLC | Increased | 3,538,159 | Aug 3, 2026 |
| JENNISON ASSOCIATES LLC | Increased | 3,213,473 | May 6, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 2,469,315 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 2,360,915 | Aug 7, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2,044,399 | Aug 11, 2026 |
| STATE STREET CORP | Increased | 1,982,257 | Aug 7, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1,956,477 | May 7, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 1,847,906 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 1,834,712 | Aug 13, 2026 |
| STATE STREET CORP | Increased | 1,796,525 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | Reduced | 1,144,920 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | Reduced | 1,136,479 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1,103,769 | Aug 12, 2026 |
Insider activity from SEC Form 4; institutional positioning from 13F filings · Latest filing Sep 3, 2026