Heritage Financial Corporation (HFWA)Â
Trading
Quantity
Profitability
Ownership
Largest Insider Buys in Sector
HFWA Insider Trading Activity
HFWA Median Price and Trade Amounts History Chart
Statistics of Insider Transactions
Amount of Insider Buys and Sells
Buys | $0 | 0 | 0 |
Sells | $180,560 | 2 | 100 |
Related Transactions
| Chalfant Tony | EVP Chief Credit Officer | 0 | $0 | 1 | $78,838 | $-78,838 |
| Rivera Frederick B | director | 0 | $0 | 1 | $101,722 | $-101,722 |
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 $0 and sold $180,560 worth of Heritage Financial Corporation stock.
On average, over the past 5 years, insiders at Heritage Financial Corporation have bought $166,383 and sold $493,180 worth of stock each year.
There was no buying activity among insiders over the last 12 months.
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
| 2025-01-27 | Sale | Rivera Frederick B | director | 4,000 0.0117% | $25.43 | $101,722 | -3.48% | |
| 2024-11-07 | Sale | Chalfant Tony | EVP Chief Credit Officer | 2,975 0.0088% | $26.50 | $78,838 | -4.65% | |
| 2023-12-14 | Rivera Frederick B | director | 100 0.0003% | $21.64 | $2,164 | -6.61% | ||
| 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 | +11.93% | ||
| 2023-05-19 | Rivera Frederick B | director | 600 0.0017% | $16.34 | $9,804 | +14.96% | ||
| 2023-05-04 | CHARNESKI BRIAN | director | 5,000 0.0144% | $15.88 | $79,389 | +15.93% | ||
| 2023-04-26 | LYON JEFFREY S | director | 1,750 0.005% | $17.36 | $30,389 | +5.70% | ||
| 2022-11-04 | Sale | Huntley Cindy M | EVP Chief Banking Officer | 1,193 0.0032% | $32.61 | $38,904 | -43.05% | |
| 2022-11-02 | Sale | VANCE BRIAN L | director | 5,148 0.0143% | $32.73 | $168,470 | -41.31% | |
| 2022-11-01 | Sale | CHARNESKI BRIAN | director | 2,000 0.0056% | $33.63 | $67,252 | -42.21% | |
| 2022-10-31 | Sale | CHARNESKI BRIAN | director | 2,000 0.0055% | $33.67 | $67,339 | -42.65% | |
| 2022-10-26 | Sale | CLEES JOHN A | director | 2,000 0.0056% | $31.55 | $63,106 | -38.11% | |
| 2022-10-24 | Sale | Chalfant Tony | EVP Chief Credit Officer | 3,124 0.0087% | $31.38 | $98,016 | -37.95% | |
| 2022-06-07 | Sale | VANCE BRIAN L | 5,470 0.0154% | $25.83 | $141,281 | +2.78% | ||
| 2021-06-09 | Sale | CLEES JOHN A | director | 4,306 0.012% | $28.65 | $123,367 | -10.81% | |
| 2021-05-11 | Sale | VANCE BRIAN L | director | 8,532 0.0237% | $28.18 | $240,406 | -9.71% | |
| 2021-05-10 | Sale | VANCE BRIAN L | director | 3,667 0.0104% | $29.00 | $106,343 | -10.30% | |
| 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 | -10.24% |
Insider Historical Profitability
| Chalfant Tony | EVP Chief Credit Officer | 20119 0.0592% | $478,228.63 | 0 | 3 | |
| Rivera Frederick B | director | 3844 0.0113% | $91,371.88 | 3 | 1 | +3.32% |
| RHODES DONALD V | Chairman | 297652 0.8757% | $7.08M | 0 | 27 | |
| JENSEN DARYL D | director | 128448 0.3779% | $3.05M | 0 | 1 | |
| WEIGAND PHILIP S | director | 113890 0.3351% | $2.71M | 3 | 0 | <0.0001% |
| VANCE BRIAN L | director | 92365 0.2717% | $2.2M | 0 | 21 | |
| SENNA JAMES P | director | 76330 0.2246% | $1.81M | 0 | 1 | |
| PICKERING ANTHONY | director | 48085 0.1415% | $1.14M | 0 | 1 | |
| CLEES JOHN A | director | 44916 0.1321% | $1.07M | 0 | 34 | |
| Christensen Gary B | director | 42099 0.1239% | $1M | 11 | 1 | +15.71% |
| FLUETSCH PETER | director | 41112 0.121% | $977,232.24 | 4 | 0 | +17.39% |
| LYON JEFFREY S | director | 40742 0.1199% | $968,437.34 | 6 | 0 | +15.39% |
| Deuel Jeffrey J | President & CEO | 39351 0.1158% | $935,373.27 | 2 | 2 | +7.94% |
| CHARNESKI BRIAN | director | 36540 0.1075% | $868,555.80 | 7 | 6 | +9.85% |
| Hinson Donald | EVPand Chief Financial Officer | 29855 0.0878% | $709,653.35 | 0 | 6 | |
| MILLER GRAGG E | director | 21246 0.0625% | $505,017.42 | 2 | 0 | +48.33% |
| PATJENS GREGORY | ExVicePres / Heritage Bank | 20571 0.0605% | $488,972.67 | 0 | 4 | |
| Spurling David A | Chief Credit Officer | 20299 0.0597% | $482,507.23 | 0 | 12 | |
| Huntley Cindy M | EVP Chief Banking Officer | 19815 0.0583% | $471,002.55 | 0 | 4 | |
| CAMERON EDWARD D | SVP and Corp Secretary | 15075 0.0444% | $358,332.75 | 4 | 0 | <0.0001% |
| McDonald Bryan | EVP and COO | 11119 0.0327% | $264,298.63 | 0 | 6 | |
| Ellwanger Kimberly T | director | 10481 0.0308% | $249,133.37 | 7 | 0 | +16.51% |
| CRAWFORD MARK D | director | 9502 0.028% | $225,862.54 | 2 | 1 | +6.41% |
| Gavin Deborah J | director | 7687 0.0226% | $182,719.99 | 1 | 0 | +10.63% |
| ODEGARD H EDWARD | director | 6589 0.0194% | $156,620.53 | 0 | 1 | |
| Altom Rhoda L | director | 5919 0.0174% | $140,694.63 | 6 | 0 | +12.57% |
| Watson Ann | director | 5228 0.0154% | $124,269.56 | 2 | 0 | +7.31% |
| Banner Lisa | EVP Director Shared Services | 731 0.0022% | $17,375.87 | 0 | 3 | |
| BROADHEAD MICHAEL | President/Central Valley Bank | 0 0% | $0 | 0 | 20 |
Historical Insider Profitability vs. Competitors
$35,288,514 | 522 | 7.90% | $895.27M | |
$12,926,693 | 286 | -13.94% | $735.11M | |
$7,335,332 | 194 | 5.42% | $819.88M | |
$11,804,864 | 156 | -1.26% | $725.68M | |
$3,051,833 | 125 | 4.95% | $930.3M | |
$8,406,172 | 124 | 9.13% | $744.18M | |
$4,143,510 | 122 | 5.94% | $721.08M | |
$2,550,355 | 102 | 9.50% | $711.08M | |
$6,225,774 | 92 | 3.92% | $755.55M | |
$3,099,672 | 79 | 6.65% | $891.33M | |
$5,555,384 | 79 | 6.13% | $973.91M | |
$6,281,896 | 68 | 8.16% | $738.17M | |
Heritage Financial Corporation (HFWA) | $1,979,858 | 46 | 10.91% | $807.96M |
$3,138,278 | 43 | 10.42% | $850.17M | |
$2,555,033 | 30 | 19.75% | $882.42M | |
$8,219,089 | 23 | 7.60% | $737.86M | |
$1,136,322 | 19 | 13.11% | $1.01B | |
$1,389 | 1 | 17.50% | $777.02M | |
$29,620 | 1 | 32.23% | $894.23M |
HFWA Institutional Investors: Active Positions
| Increased Positions | 72 | +37.5% | 2M | +6.7% |
| Decreased Positions | 77 | -40.1% | 2M | -6.54% |
| New Positions | 20 | New | 429,885 | New |
| Sold Out Positions | 16 | Sold Out | 233,863 | Sold Out |
| Total Postitions | 187 | -2.6% | 28M | +0.16% |
HFWA Ownership Change vs Market
Institutional Investor Ownership
| Blackrock, Inc. | $127,432.00 | 14.83% | 5.04M | +40,623 | +0.81% | 2024-12-31 |
| Vanguard Group Inc | $61,616.00 | 7.17% | 2.44M | -43,741 | -1.76% | 2024-12-31 |
| Jennison Associates Llc | $55,765.00 | 6.49% | 2.21M | +465,708 | +26.75% | 2024-12-31 |
| Dimensional Fund Advisors Lp | $52,267.00 | 6.08% | 2.07M | +33,429 | +1.64% | 2024-12-31 |
| State Street Corp | $41,863.00 | 4.87% | 1.66M | +61,680 | +3.87% | 2024-12-31 |
| Alliancebernstein L.P. | $37,821.00 | 4.4% | 1.5M | -231,056 | -13.37% | 2024-12-31 |
| Charles Schwab Investment Management Inc | $31,585.00 | 3.68% | 1.25M | +8,731 | +0.7% | 2024-12-31 |
| Geode Capital Management, Llc | $20,215.00 | 2.35% | 799,965 | -9,870 | -1.22% | 2024-12-31 |
| Morgan Stanley | $11,521.00 | 1.34% | 455,921 | -24,969 | -5.19% | 2024-12-31 |
| Northern Trust Corp | $10,959.00 | 1.28% | 433,678 | +6,201 | +1.45% | 2024-12-31 |