Heritage Financial Corporation (HFWA) Insider Trading
Over the last 3 months, HFWA insiders made 0 open-market buys and 3 sales, a net sale of -$259K (SEC Form 4). Over the last 6 months, 149 institutions increased and 109 reduced their position (13F).
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
3
Net (3m)
-$259.1K
Insider trades by month Buys Sells
Mar
Nov
Jan
Feb
May
Jun
Context3-month price +13.9%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 17, 2026 | Dryer Trevor D.director | Grant | 1,999 | — |
| Jun 17, 2026 | VANCE BRIAN Ldirector | Grant | 1,999 | — |
| Jun 17, 2026 | Saunders Karen Rdirector | Grant | 1,999 | — |
| Jun 17, 2026 | Giacobbe Gail B.director | Grant | 1,999 | — |
| Jun 17, 2026 | Ellwanger Kimberly Tdirector | Grant | 1,999 | — |
| Jun 17, 2026 | Allan Scott Tantondirector | Grant | 1,999 | — |
| Jun 17, 2026 | CHARNESKI BRIANdirector | Grant | 1,999 | — |
| Jun 17, 2026 | Watson Anndirector | Grant | 1,999 | — |
| Jun 17, 2026 | Rivera Frederick Bdirector | Grant | 1,999 | — |
| Jun 17, 2026 | LYON JEFFREY Sdirector | Grant | 1,999 | — |
| Jun 15, 2026 | Chalfant Tonyofficer: EVP Chief Credit Officer | Option | 1,316 | $28.44 |
| Jun 15, 2026 | Curran Amy E.officer: EVP Director Commercial Lend | Tax | 71 | $28.44 |
| Jun 15, 2026 | Curran Amy E.officer: EVP Director Commercial Lend | Option | 576 | $28.44 |
| Jun 15, 2026 | Chalfant Tonyofficer: EVP Chief Credit Officer | Tax | 135 | $28.44 |
| Jun 10, 2026 | Hinson Donaldofficer: EVPand Chief Financial Officer | Sell | 3,842 | $28.37 |
| May 4, 2026 | Ellwanger Kimberly Tdirector | Option | 2,218 | $27.61 |
| May 4, 2026 | Dryer Trevor D.director | Option | 2,218 | $27.61 |
| May 4, 2026 | Robison Sabrina Cofficer: EVP Chief HR Officer | Sell | 716 | $27.51 |
| May 4, 2026 | VANCE BRIAN Ldirector | Option | 2,218 | $27.61 |
| May 4, 2026 | CHARNESKI BRIANdirector | Option | 2,218 | $27.61 |
| May 4, 2026 | Giacobbe Gail B.director | Option | 2,218 | $27.61 |
| May 4, 2026 | Saunders Karen Rdirector | Option | 2,218 | $27.61 |
| May 4, 2026 | LYON JEFFREY Sdirector | Option | 2,218 | $27.61 |
| May 4, 2026 | Robison Sabrina Cofficer: EVP Chief HR Officer | Sell | 4,724 | $27.61 |
| May 4, 2026 | Rivera Frederick Bdirector | Option | 2,218 | $27.61 |
| May 4, 2026 | Watson Anndirector | Option | 2,218 | $27.61 |
| Mar 18, 2026 | Hinson Donaldofficer: EVPand Chief Financial Officer | Tax | 689 | $24.89 |
| Mar 18, 2026 | Wilson Kelli Annofficer: EVP Chief Banking Officer | Option | 490 | $24.89 |
| Mar 18, 2026 | Henning Thomas Jofficer: EVP Chief Risk Officer | Option | 1,440 | $24.89 |
| Mar 18, 2026 | Curran Amy E.officer: EVP Director Commercial Lend | Option | 1,619 | $24.89 |
Source: HFWA SEC Form 4 filings, latest Jun 17, 2026. For informational purposes only — not investment advice.
Institutional activity (13F)
How institutions changed their HFWA positions over the last 6 months (SEC Form 13F).
Increased
149
New positions
41
Reduced
109
Sold out
27
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BLACKROCK, INC. | Increased | 5.6M | May 13, 2026 |
| BLACKROCK, INC. | Increased | 4.9M | Feb 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 3.7M | May 15, 2026 |
| JENNISON ASSOCIATES LLC | Increased | 3.2M | May 6, 2026 |
| JENNISON ASSOCIATES LLC | Increased | 3.1M | Jan 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 2.5M | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 2.4M | Feb 13, 2026 |
| VANGUARD GROUP INC | Increased | 2.4M | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 2.0M | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 2.0M | May 7, 2026 |
| STATE STREET CORP | Increased | 1.8M | May 15, 2026 |
| STATE STREET CORP | Increased | 1.6M | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | Reduced | 1.3M | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | Reduced | 1.1M | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 935K | May 15, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.