| $705M | ||
| $677M | ||
| $350M | ||
| $213M | ||
| $93M | ||
| $77M |
Buys | $426,446 | 1 | 8 |
Sells | $1,542,144 | 11 | 92 |
| McDonald Bryan | President | 1 | $426,446 | 0 | $0 | $426,446 |
| Rivera Frederick B | director | 0 | $0 | 2 | $84,484 | $-84,484 |
| Hinson Donald | EVPand Chief Financial Officer | 0 | $0 | 1 | $109,013 | $-109,013 |
| Ray Matthew T. | EVP Chief Lending Officer | 0 | $0 | 1 | $111,129 | $-111,129 |
| Robison Sabrina C | EVP Chief HR Officer | 0 | $0 | 1 | $150,127 | $-150,127 |
| Wilson Kelli Ann | EVP Chief Banking Officer | 0 | $0 | 2 | $162,485 | $-162,485 |
| Chalfant Tony | EVP Chief Credit Officer | 0 | $0 | 2 | $225,815 | $-225,815 |
| LYON JEFFREY S | director | 0 | $0 | 1 | $300,000 | $-300,000 |
| CHARNESKI BRIAN | director | 0 | $0 | 1 | $399,091 | $-399,091 |
Heritage Financial Corporation operates as the parent company for Heritage Bank, providing a comprehensive range of financial services to individuals and small to mid-sized businesses throughout the United States. The company's deposit offerings include various checking accounts (both interest and non-interest bearing), money market accounts, savings accounts, and certificates of deposit. Its extensive lending portfolio encompasses commercial and industrial financing, real estate loans for both owner-occupied and investment properties, …
Over the last 12 months, insiders at Heritage Financial Corporation have bought $426,446 and sold $1.54M worth of Heritage Financial Corporation stock.
On average, over the past 5 years, insiders at Heritage Financial Corporation have bought $214,610 and sold $658,633 worth of stock each year.
Highest buying activity among insiders over the last 12 months: McDonald Bryan (President) — $426,446.
The last purchase of 19,106 shares for transaction amount of $426,446 was made by McDonald Bryan (President) on 2025‑11‑20.
| 2026-09-15 | Sale | Rivera Frederick B | director | 1,300 0.0032% | $28.57 | $37,135 | -1.79% | |
| 2026-09-03 | Sale | CHARNESKI BRIAN | director | 13,675 0.0331% | $29.18 | $399,091 | -3.69% | |
| 2026-08-13 | Sale | Ray Matthew T. | EVP Chief Lending Officer | 3,692 0.009% | $30.10 | $111,129 | -5.04% | |
| 2026-08-05 | Sale | LYON JEFFREY S | director | 10,000 0.0243% | $30.00 | $300,000 | -4.90% | |
| 2026-08-05 | Sale | Chalfant Tony | EVP Chief Credit Officer | 3,234 0.0078% | $29.92 | $96,751 | -4.90% | |
| 2026-07-30 | Sale | Wilson Kelli Ann | EVP Chief Banking Officer | 3,778 0.0092% | $29.69 | $112,178 | -2.52% | |
| 2026-06-09 | Sale | Hinson Donald | EVPand Chief Financial Officer | 3,842 0.0113% | $28.37 | $109,013 | +2.40% | |
| 2026-05-01 | Sale | Robison Sabrina C | EVP Chief HR Officer | 5,439.99 0.016% | $27.60 | $150,127 | +5.03% | |
| 2026-02-11 | Sale | Chalfant Tony | EVP Chief Credit Officer | 4,668 0.0137% | $27.65 | $129,065 | +1.28% | |
| 2026-02-03 | Sale | Rivera Frederick B | director | 1,800 0.0053% | $26.31 | $47,350 | +6.13% | |
| 2026-01-26 | Sale | Wilson Kelli Ann | EVP Chief Banking Officer | 1,900 0.0056% | $26.48 | $50,307 | +7.67% | |
| 2025-11-20 | McDonald Bryan | President | 19,106 0.0563% | $22.32 | $426,446 | +25.30% | ||
| 2025-03-17 | Sale | Deuel Jeffrey J | CEO | 7,033 0.0206% | $23.66 | $166,387 | +2.76% | |
| 2025-03-17 | Sale | Hinson Donald | EVPand Chief Financial Officer | 3,420 0.01% | $23.59 | $80,681 | +2.76% | |
| 2025-03-17 | Sale | Curran Amy E. | EVP Director Commercial Lend | 858 0.0025% | $23.77 | $20,395 | +2.76% | |
| 2025-01-27 | Sale | Rivera Frederick B | director | 4,000 0.0117% | $25.43 | $101,722 | -4.27% | |
| 2024-11-07 | Sale | Chalfant Tony | EVP Chief Credit Officer | 2,975 0.0088% | $26.50 | $78,838 | -6.38% | |
| 2023-12-14 | Rivera Frederick B | director | 100 0.0003% | $21.64 | $2,164 | -6.65% | ||
| 2023-12-11 | Rivera Frederick B | director | 600 0.0017% | $20.23 | $12,138 | +1.58% | ||
| 2023-09-13 | CHARNESKI BRIAN | director | 5,000 0.0141% | $16.70 | $83,500 | +11.90% |
| LYON JEFFREY S | director | 40719 0.1004% | $1.17M | 6 | 1 | +15.39% |
| McDonald Bryan | President | 31363 0.0773% | $902,313.51 | 1 | 6 | |
| Rivera Frederick B | director | 5890 0.0145% | $169,455.30 | 3 | 3 | +3.32% |
| CHARNESKI BRIAN | director | 0 0% | $0 | 7 | 7 | +9.88% |
| WEIGAND PHILIP S | director | 113890 0.2807% | $3.28M | 3 | 0 | <0.0001% |
| Deuel Jeffrey J | CEO | 70906 0.1747% | $2.04M | 2 | 3 | +7.91% |
| Christensen Gary B | director | 42099 0.1038% | $1.21M | 11 | 1 | +15.64% |
| FLUETSCH PETER | director | 41112 0.1013% | $1.18M | 4 | 0 | +17.31% |
| MILLER GRAGG E | director | 21246 0.0524% | $611,247.42 | 2 | 0 | +48.31% |
| CAMERON EDWARD D | SVP and Corp Secretary | 15075 0.0372% | $433,707.75 | 4 | 0 | <0.0001% |
| Ellwanger Kimberly T | director | 10481 0.0258% | $301,538.37 | 7 | 0 | +16.49% |
| CRAWFORD MARK D | director | 9502 0.0234% | $273,372.54 | 2 | 1 | +6.52% |
| Gavin Deborah J | director | 7687 0.0189% | $221,154.99 | 1 | 0 | +10.56% |
| Altom Rhoda L | director | 5919 0.0146% | $170,289.63 | 6 | 0 | +12.52% |
| Watson Ann | director | 5228 0.0129% | $150,409.56 | 2 | 0 | +7.27% |
$7,481,883 | 201 | 5.64% | $1.14B | |
$116,321,720 | 188 | 8.63% | $1.07B | |
$12,058,797 | 173 | 1.54% | $1.04B | |
$8,508,181 | 130 | 9.13% | $1.27B | |
$3,144,347 | 129 | 5.78% | $1.43B |
| Increased Positions | 82 | +43.62% | 2M | +5.71% |
| Decreased Positions | 78 | -41.49% | 1M | -4.31% |
| New Positions | 19 | New | 337,825 | New |
| Sold Out Positions | 17 | Sold Out | 124,824 | Sold Out |
| Total Postitions | 192 | +2.13% | 30M | +1.4% |
| Blackrock, Inc. | $112,035.00 | 13.9% | 4.73M | -167,179 | -3.42% | 2025-09-30 |
| Jennison Associates Llc | $72,997.00 | 9.06% | 3.08M | +102,707 | +3.45% | 2025-09-30 |
| Victory Capital Management Inc | $62,244.00 | 7.73% | 2.63M | +220,273 | +9.15% | 2025-09-30 |
| Vanguard Group Inc | $56,096.00 | 6.96% | 2.37M | -52,834 | -2.18% | 2025-09-30 |
| Dimensional Fund Advisors Lp | $48,071.00 | 5.97% | 2.03M | -9,666 | -0.47% | 2025-09-30 |
| State Street Corp | $36,135.00 | 4.48% | 1.52M | -62,618 | -3.94% | 2025-09-30 |
| Alliancebernstein L.P. | $31,857.00 | 3.95% | 1.34M | -16,521 | -1.21% | 2025-09-30 |
| Geode Capital Management, Llc | $19,871.00 | 2.47% | 838,428 | +10,399 | +1.26% | 2025-09-30 |
| Arrowstreet Capital, Limited Partnership | $11,918.00 | 1.48% | 502,870 | -1,639 | -0.33% | 2025-09-30 |
| Wellington Management Group Llp | $10,983.00 | 1.36% | 463,401 | +463,401 | New | 2025-09-30 |