| $705M | ||
| $677M | ||
| $248M | ||
| $84M | ||
| $77M | ||
| $55M |
Buys | $426,446 | 1 | 9 |
Sells | $1,505,009 | 10 | 91 |
| McDonald Bryan | President | 1 | $426,446 | 0 | $0 | $426,446 |
| Rivera Frederick B | director | 0 | $0 | 1 | $47,350 | $-47,350 |
| 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, residential mortgages for single to four-family dwellings, and funding for construction and land development projects. Additionally, it extends consumer loans, lines of credit, equipment financing, and commercial business loans to a wide array of sectors such as real estate, leasing, healthcare, hospitality, retail, and construction. Heritage Financial also originates loans backed by the U.S. Small Business Administration and delivers trust services along with professional financial guidance. As of January 27, 2022, the corporation managed 49 banking locations situated across Washington and Oregon. Established in 1927 and headquartered in Olympia, Washington, the company adopted its current name in 1998, having previously operated as Heritage Financial Corporation, M.H.C.
Over the last 12 months, insiders at Heritage Financial Corporation have bought $426,446 and sold $1.51M worth of Heritage Financial Corporation stock.
On average, over the past 5 years, insiders at Heritage Financial Corporation have bought $214,610 and sold $649,350 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.
| 2026-09-03 | Sale | CHARNESKI BRIAN | director | 13,675 0.0331% | $29.18 | $399,091 | +0.21% | |
| 2026-08-13 | Sale | Ray Matthew T. | EVP Chief Lending Officer | 3,692 0.009% | $30.10 | $111,129 | -3.29% | |
| 2026-08-05 | Sale | LYON JEFFREY S | director | 10,000 0.0243% | $30.00 | $300,000 | -2.60% | |
| 2026-08-05 | Sale | Chalfant Tony | EVP Chief Credit Officer | 3,234 0.0078% | $29.92 | $96,751 | -2.60% | |
| 2026-07-30 | Sale | Wilson Kelli Ann | EVP Chief Banking Officer | 3,778 0.0092% | $29.69 | $112,178 | -0.68% | |
| 2026-06-09 | Sale | Hinson Donald | EVPand Chief Financial Officer | 3,842 0.0113% | $28.37 | $109,013 | +3.92% | |
| 2026-05-01 | Sale | Robison Sabrina C | EVP Chief HR Officer | 5,439.99 0.016% | $27.60 | $150,127 | +5.88% | |
| 2026-02-11 | Sale | Chalfant Tony | EVP Chief Credit Officer | 4,668 0.0137% | $27.65 | $129,065 | +0.02% | |
| 2026-02-03 | Sale | Rivera Frederick B | director | 1,800 0.0053% | $26.31 | $47,350 | +4.79% | |
| 2026-01-26 | Sale | Wilson Kelli Ann | EVP Chief Banking Officer | 1,900 0.0056% | $26.48 | $50,307 | +6.30% | |
| 2025-11-20 | McDonald Bryan | President | 19,106 0.0563% | $22.32 | $426,446 | +23.63% | ||
| 2025-03-17 | Sale | Deuel Jeffrey J | CEO | 7,033 0.0206% | $23.66 | $166,387 | +2.78% | |
| 2025-03-17 | Sale | Hinson Donald | EVPand Chief Financial Officer | 3,420 0.01% | $23.59 | $80,681 | +2.78% | |
| 2025-03-17 | Sale | Curran Amy E. | EVP Director Commercial Lend | 858 0.0025% | $23.77 | $20,395 | +2.78% | |
| 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 | -6.43% | |
| 2023-12-14 | Rivera Frederick B | director | 100 0.0003% | $21.64 | $2,164 | -6.60% | ||
| 2023-12-11 | Rivera Frederick B | director | 600 0.0017% | $20.23 | $12,138 | +1.62% | ||
| 2023-09-13 | CHARNESKI BRIAN | director | 5,000 0.0141% | $16.70 | $83,500 | +11.87% | ||
| 2023-05-19 | Rivera Frederick B | director | 600 0.0017% | $16.34 | $9,804 | +14.94% |
| Hinson Donald | EVPand Chief Financial Officer | 41241 0.1001% | $1.21M | 0 | 8 | |
| LYON JEFFREY S | director | 40719 0.0988% | $1.19M | 6 | 1 | +15.32% |
| McDonald Bryan | President | 31363 0.0761% | $918,622.27 | 1 | 6 | |
| Ray Matthew T. | EVP Chief Lending Officer | 22735 0.0552% | $665,908.15 | 0 | 1 | |
| Chalfant Tony | EVP Chief Credit Officer | 20362 0.0494% | $596,402.98 | 0 | 5 | |
| Rivera Frederick B | director | 4972 0.0121% | $145,629.88 | 3 | 2 | +3.32% |
| Wilson Kelli Ann | EVP Chief Banking Officer | 3099 0.0075% | $90,769.71 | 0 | 2 | |
| CHARNESKI BRIAN | director | 0 0% | $0 | 7 | 7 | +9.86% |
| Robison Sabrina C | EVP Chief HR Officer | 0 0% | $0 | 0 | 1 | |
| RHODES DONALD V | Chairman | 297652 0.7221% | $8.72M | 0 | 27 | |
| JENSEN DARYL D | director | 128448 0.3116% | $3.76M | 0 | 1 | |
| WEIGAND PHILIP S | director | 113890 0.2763% | $3.34M | 3 | 0 | <0.0001% |
| VANCE BRIAN L | director | 92365 0.2241% | $2.71M | 0 | 21 | |
| SENNA JAMES P | director | 76330 0.1852% | $2.24M | 0 | 1 | |
| Deuel Jeffrey J | CEO | 70906 0.172% | $2.08M | 2 | 3 | +7.99% |
| PICKERING ANTHONY | director | 48085 0.1167% | $1.41M | 0 | 1 | |
| CLEES JOHN A | director | 44916 0.109% | $1.32M | 0 | 34 | |
| Christensen Gary B | director | 42099 0.1021% | $1.23M | 11 | 1 | +15.7% |
| FLUETSCH PETER | director | 41112 0.0997% | $1.2M | 4 | 0 | +17.33% |
| Curran Amy E. | EVP Director Commercial Lend | 24353 0.0591% | $713,299.37 | 0 | 1 | |
| MILLER GRAGG E | director | 21246 0.0515% | $622,295.34 | 2 | 0 | +48.28% |
| PATJENS GREGORY | ExVicePres / Heritage Bank | 20571 0.0499% | $602,524.59 | 0 | 4 | |
| Spurling David A | Chief Credit Officer | 20299 0.0492% | $594,557.71 | 0 | 12 | |
| Huntley Cindy M | EVP Chief Banking Officer | 19815 0.0481% | $580,381.35 | 0 | 4 | |
| CAMERON EDWARD D | SVP and Corp Secretary | 15075 0.0366% | $441,546.75 | 4 | 0 | <0.0001% |
| Ellwanger Kimberly T | director | 10481 0.0254% | $306,988.49 | 7 | 0 | +16.49% |
| CRAWFORD MARK D | director | 9502 0.0231% | $278,313.58 | 2 | 1 | +6.39% |
| Gavin Deborah J | director | 7687 0.0186% | $225,152.23 | 1 | 0 | +10.7% |
| ODEGARD H EDWARD | director | 6589 0.016% | $192,991.81 | 0 | 1 | |
| Altom Rhoda L | director | 5919 0.0144% | $173,367.51 | 6 | 0 | +12.49% |
| Watson Ann | director | 5228 0.0127% | $153,128.12 | 2 | 0 | +7.33% |
| Banner Lisa | EVP Director Shared Services | 731 0.0018% | $21,410.99 | 0 | 3 | |
| BROADHEAD MICHAEL | President/Central Valley Bank | 0 0% | $0 | 0 | 20 |
$24,824,366 | 307 | 8.89% | $1.51B | |
$7,481,883 | 201 | 5.64% | $1.17B | |
$12,015,297 | 172 | 1.42% | $1.07B | |
$8,508,181 | 130 | 9.10% | $1.32B | |
$3,144,347 | 129 | 5.79% | $1.43B | |
$6,846,082 | 101 | 4.56% | $1.09B | |
$3,171,472 | 89 | 7.81% | $1.17B | |
$12,637,732 | 74 | 16.06% | $1.13B | |
$4,155,829 | 70 | 13.97% | $1.05B | |
$6,416,659 | 70 | 8.55% | $1.33B | |
$2,845,641 | 69 | 15.30% | $1.44B | |
Heritage Financial Corporation (HFWA) | $1,979,858 | 46 | 10.90% | $1.21B |
$17,046,545 | 45 | 26.44% | $1.16B | |
$3,178,151 | 44 | 10.20% | $1.37B | |
$4,567,670 | 37 | 2.92% | $1.46B | |
$2,656,083 | 31 | 19.31% | $1.16B | |
$12,327,969 | 30 | 7.28% | $1.39B | |
$8,219,089 | 23 | 7.52% | $1.1B | |
$29,620 | 1 | 32.22% | $1.47B |
| 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 |