Heritage Financial Corporation (HFWA)
Largest Insider Buys in Sector
HFWA Stock Price History Chart
HFWA Stock Performance
About Heritage Financial Corporation
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. Its loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. The company also originates loans that are guaranteed by the U.S. Small Business Administration; and offers trust services, as well as objective advice. As of January 27, 2022, it had a network of 49 banking offices located in Washington and Oregon. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.
Insider Activity of Heritage Financial Corporation
Over the last 12 months, insiders at Heritage Financial Corporation have bought $97,802 and sold $0 worth of Heritage Financial Corporation stock.
On average, over the past 5 years, insiders at Heritage Financial Corporation have bought $182,934 and sold $801,242 worth of stock each year.
Highest buying activity among insiders over the last 12 months: CHARNESKI BRIAN (director) — $83,500. Rivera Frederick B (director) — $14,302.
The last purchase of 100 shares for transaction amount of $2,164 was made by Rivera Frederick B (director) on 2023‑12‑14.
List of Insider Buy and Sell Transactions, Heritage Financial Corporation
| 2023-12-14 | Rivera Frederick B | director | 100 0.0003% | $21.64 | $2,164 | -15.68% | ||
| 2023-12-11 | Rivera Frederick B | director | 600 0.0017% | $20.23 | $12,138 | -8.04% | ||
| 2023-09-13 | CHARNESKI BRIAN | director | 5,000 0.0141% | $16.70 | $83,500 | +7.40% | ||
| 2023-05-19 | Rivera Frederick B | director | 600 0.0017% | $16.34 | $9,804 | +12.25% | ||
| 2023-05-04 | CHARNESKI BRIAN | director | 5,000 0.0144% | $15.88 | $79,389 | +13.02% | ||
| 2023-04-26 | LYON JEFFREY S | director | 1,750 0.005% | $17.36 | $30,389 | +3.70% | ||
| 2022-11-04 | Sale | Huntley Cindy M | EVP Chief Banking Officer | 1,193 0.0032% | $32.61 | $38,904 | -43.72% | |
| 2022-11-02 | Sale | VANCE BRIAN L | director | 5,148 0.0143% | $32.73 | $168,470 | -41.79% | |
| 2022-11-01 | Sale | CHARNESKI BRIAN | director | 2,000 0.0056% | $33.63 | $67,252 | -42.41% | |
| 2022-10-31 | Sale | CHARNESKI BRIAN | director | 2,000 0.0055% | $33.67 | $67,339 | -42.78% | |
| 2022-10-26 | Sale | CLEES JOHN A | director | 2,000 0.0056% | $31.55 | $63,106 | -38.19% | |
| 2022-10-24 | Sale | Chalfant Tony | EVP Chief Credit Officer | 3,124 0.0087% | $31.38 | $98,016 | -38.02% | |
| 2022-06-07 | Sale | VANCE BRIAN L | 5,470 0.0154% | $25.83 | $141,281 | +2.76% | ||
| 2021-06-09 | Sale | CLEES JOHN A | director | 4,306 0.012% | $28.65 | $123,367 | -10.82% | |
| 2021-05-11 | Sale | VANCE BRIAN L | director | 8,532 0.0237% | $28.18 | $240,406 | -9.68% | |
| 2021-05-10 | Sale | VANCE BRIAN L | director | 3,667 0.0104% | $29.00 | $106,343 | -10.28% | |
| 2021-05-04 | Sale | Huntley Cindy M | EVP Chief Banking Officer | 2,296 0.0032% | $14.31 | $32,867 | -10.37% | |
| 2021-04-29 | Sale | Chalfant Tony | EVP Chief Credit Officer | 4,000 0.0111% | $28.52 | $114,072 | -10.23% | |
| 2021-03-15 | Sale | CHARNESKI BRIAN | director | 6,650 0.0184% | $29.69 | $197,412 | -12.97% | |
| 2021-03-09 | Sale | CHARNESKI BRIAN | director | 4,000 0.0111% | $29.62 | $118,480 | -12.11% |
Insider Historical Profitability
| CHARNESKI BRIAN | director | 36540 0.1047% | $17.17 | 7 | 6 | +8.84% |
| Rivera Frederick B | director | 4821 0.0138% | $17.17 | 3 | 0 | +12.25% |
| RHODES DONALD V | Chairman | 297652 0.8527% | $17.17 | 0 | 27 | |
| JENSEN DARYL D | director | 128448 0.368% | $17.17 | 0 | 1 | |
| WEIGAND PHILIP S | director | 113890 0.3263% | $17.17 | 3 | 0 | <0.0001% |
| VANCE BRIAN L | director | 92365 0.2646% | $17.17 | 0 | 21 | |
| SENNA JAMES P | director | 76330 0.2187% | $17.17 | 0 | 1 | |
| PICKERING ANTHONY | director | 48085 0.1378% | $17.17 | 0 | 1 | |
| CLEES JOHN A | director | 44916 0.1287% | $17.17 | 0 | 34 | |
| Christensen Gary B | director | 42099 0.1206% | $17.17 | 11 | 1 | +15.7% |
| FLUETSCH PETER | director | 41112 0.1178% | $17.17 | 4 | 0 | +17.37% |
| LYON JEFFREY S | director | 40742 0.1167% | $17.17 | 6 | 0 | +15.02% |
| Deuel Jeffrey J | President & CEO | 39351 0.1127% | $17.17 | 2 | 2 | +7.93% |
| Hinson Donald | EVPand Chief Financial Officer | 29855 0.0855% | $17.17 | 0 | 6 | |
| MILLER GRAGG E | director | 21246 0.0609% | $17.17 | 2 | 0 | +48.28% |
| PATJENS GREGORY | ExVicePres / Heritage Bank | 20571 0.0589% | $17.17 | 0 | 4 | |
| Spurling David A | Chief Credit Officer | 20299 0.0582% | $17.17 | 0 | 12 | |
| Huntley Cindy M | EVP Chief Banking Officer | 19815 0.0568% | $17.17 | 0 | 4 | |
| Chalfant Tony | EVP Chief Credit Officer | 16143 0.0462% | $17.17 | 0 | 2 | |
| CAMERON EDWARD D | SVP and Corp Secretary | 15075 0.0432% | $17.17 | 4 | 0 | <0.0001% |
| McDonald Bryan | EVP and COO | 11119 0.0319% | $17.17 | 0 | 6 | |
| Ellwanger Kimberly T | director | 10481 0.03% | $17.17 | 7 | 0 | +15.68% |
| CRAWFORD MARK D | director | 9502 0.0272% | $17.17 | 2 | 1 | +6.44% |
| Gavin Deborah J | director | 7687 0.022% | $17.17 | 1 | 0 | +10.67% |
| ODEGARD H EDWARD | director | 6589 0.0189% | $17.17 | 0 | 1 | |
| Altom Rhoda L | director | 5919 0.017% | $17.17 | 6 | 0 | +12.55% |
| Watson Ann | director | 5228 0.015% | $17.17 | 2 | 0 | +7.32% |
| Banner Lisa | EVP Director Shared Services | 731 0.0021% | $17.17 | 0 | 3 | |
| BROADHEAD MICHAEL | President/Central Valley Bank | 0 0% | $17.17 | 0 | 20 |
Institutional Investor Ownership
| BlackRock | $99.27M | 14.76 | 5.12M | +0.93% | +$918,736.96 | <0.01 | |
| The Vanguard Group | $48.22M | 7.17 | 2.49M | -7.05% | -$3.66M | <0.01 | |
| AllianceBernstein | $37.46M | 5.57 | 1.93M | -2.98% | -$1.15M | 0.01 | |
| Dimensional Fund Advisors | $35.96M | 5.35 | 1.85M | +6.98% | +$2.35M | 0.01 | |
| State Street | $32.17M | 4.78 | 1.66M | +2.64% | +$828,806.17 | <0.01 | |
| Charles Schwab | $24.89M | 3.7 | 1.28M | +27.26% | +$5.33M | 0.01 | |
| BNY Mellon | $19.45M | 2.89 | 1M | -6% | -$1.24M | <0.01 | |
| Goldman Sachs | $18.23M | 2.71 | 940,043 | +0.84% | +$152,521.73 | <0.01 | |
| Geode Capital Management | $15.22M | 2.26 | 784,630 | +1.4% | +$210,143.84 | <0.01 | |
| JENNISON ASSOCIATES LLC | $14.61M | 2.17 | 753,570 | New | +$14.61M | 0.01 | |
| Ameriprise Financial | $10.93M | 1.63 | 563,922 | +7.12% | +$726,989.23 | <0.01 | |
| Morgan Stanley | $9.36M | 1.39 | 482,696 | -3.17% | -$306,789.48 | <0.01 | |
| Northern Trust | $8.53M | 1.27 | 439,753 | -5.43% | -$489,403.68 | <0.01 | |
| Heartland Advisors Inc | $7.76M | 1.15 | 400,000 | -10.31% | -$891,940.00 | 0.05 | |
| AQR Capital | $7.56M | 1.12 | 389,654 | +4.2% | +$304,306.62 | 0.01 | |
| Arrowstreet Capital, Limited Partnership | $7.44M | 1.11 | 383,632 | +38.52% | +$2.07M | 0.01 | |
| The Manufacturers Life Insurance Company | $6.78M | 1.01 | 349,909 | -0.55% | -$37,577.82 | 0.01 | |
| Lord Abbett | $6.36M | 0.95 | 327,838 | 0% | +$0 | 0.02 | |
| Renaissance Technologies | $5.89M | 0.88 | 303,989 | +109.23% | +$3.08M | 0.01 | |
| ROYCE & ASSOCIATES INC | $5.67M | 0.84 | 292,423 | +75.42% | +$2.44M | 0.05 | |
| Hotchkis & Wiley Capital Management | $5.39M | 0.8 | 278,160 | +83.3% | +$2.45M | 0.02 | |
| American Century Investments | $5.23M | 0.78 | 269,905 | +45.99% | +$1.65M | <0.01 | |
| Dana Investment Advisors | $4.8M | 0.71 | 247,419 | New | +$4.8M | 0.16 | |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | $4.65M | 0.69 | 239,596 | +0.73% | +$33,758.01 | 1.45 | |
| Basswood Capital Management, LLC | $4.47M | 0.67 | 230,737 | 0% | +$0 | 0.26 | |
| Bridgeway Capital Management | $4.31M | 0.64 | 222,126 | +3.51% | +$145,909.74 | 0.08 | |
| Great Lakes Advisors® | $4.06M | 0.6 | 209,326 | -1.09% | -$44,635.78 | 0.04 | |
| U.S. Bancorp | $4.01M | 0.6 | 206,776 | +212.43% | +$2.73M | 0.01 | |
| Assenagon Asset Management S.A. | $3.99M | 0.59 | 205,854 | +6.2% | +$232,835.12 | 0.01 | |
| Invesco | $3.83M | 0.57 | 197,477 | +38.36% | +$1.06M | <0.01 | |
| Two Sigma | $3.05M | 0.45 | 157,510 | +3.5% | +$103,154.80 | 0.01 | |
| Thrivent Financial For Lutherans | $2.9M | 0.43 | 149,312 | +4.22% | +$117,186.70 | 0.01 | |
| Two Sigma Advisers LP | $2.81M | 0.42 | 145,046 | -1.96% | -$56,231.00 | 0.01 | |
| Panagora | $2.75M | 0.41 | 142,031 | +6.37% | +$164,970.11 | 0.01 | |
| MARTIN & CO INC /TN/ | $2.74M | 0.41 | 141,408 | +2.12% | +$56,832.19 | 0.68 | |
| Allspring Global Investments | $2.49M | 0.37 | 128,587 | -3.17% | -$81,767.63 | <0.01 | |
| JPMorgan Chase | $2.46M | 0.37 | 126,836 | +9.97% | +$222,888.05 | <0.0001 | |
| Penn Capital Management Co Inc | $2.35M | 0.35 | 121,041 | +286.26% | +$1.74M | 0.09 | |
| Elequin Securities Llc | $2.35M | 0.35 | 121,041 | +1,730.07% | +$2.22M | 0.09 | |
| Boston Partners | $2.18M | 0.32 | 112,443 | +70.54% | +$901,848.39 | <0.01 | |
| RhumbLine Advisers | $2.15M | 0.32 | 111,112 | -3.32% | -$74,030.24 | <0.01 | |
| Royal Bank of Canada | $2.02M | 0.3 | 104,362 | -10.19% | -$229,550.66 | <0.0001 | |
| Nuveen | $2.01M | 0.3 | 103,848 | -3.72% | -$77,753.87 | <0.01 | |
| D. E. Shaw & Co. | $1.94M | 0.29 | 99,902 | -0.26% | -$5,080.18 | <0.01 | |
| Empowered Funds Llc | $1.93M | 0.29 | 99,626 | +8.17% | +$145,909.74 | 0.04 | |
| Legal & General | $1.91M | 0.28 | 98,289 | +1.15% | +$21,581.08 | <0.0001 | |
| Bank of America | $1.87M | 0.28 | 96,660 | -17.59% | -$400,190.34 | <0.0001 | |
| HSBC | $1.64M | 0.24 | 84,618 | -53.67% | -$1.9M | <0.01 | |
| Public Sector Pension Investment Board | $1.4M | 0.21 | 72,433 | 0% | +$0 | 0.01 | |
| Swiss National Bank | $1.34M | 0.2 | 69,068 | 0% | +$0 | <0.01 |