Heritage Financial Corporation (HFWA) Insider Trading
Over the last 3 months, HFWA insiders made 0 open-market buys and 5 sales, a net sale of -$729K (SEC Form 4). Over the last 6 months, 151 institutions increased and 106 reduced their position (13F).
Insider Activity
Sentiment
0/100
Buys (3m)
0
Sells (3m)
5
Net (3m)
-$729.1K
Insider trades by month Buys Sells
Jan
Feb
May
Jun
Jul
Aug
Context3-month price +5.7%Institutions accumulating (13F)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Aug 13, 2026 | Ray Matthew T.officer: EVP Chief Lending Officer | Sell | 3,692 | $30.10 |
| Aug 5, 2026 | Chalfant Tonyofficer: EVP Chief Credit Officer | Sell | 3,234 | $29.92 |
| Aug 5, 2026 | LYON JEFFREY Sdirector | Sell | 10,000 | $30.00 |
| Jul 30, 2026 | Wilson Kelli Annofficer: EVP Chief Banking Officer | Sell | 3,778 | $29.69 |
| Jul 20, 2026 | Glasby Williamofficer: EVP Chief Information Officer | Option | 1,824 | $30.52 |
| Jul 20, 2026 | Glasby Williamofficer: EVP Chief Information Officer | Tax | 3,379 | $30.52 |
| Jul 20, 2026 | Glasby Williamofficer: EVP Chief Information Officer | Option | 302 | $30.52 |
| Jul 20, 2026 | Glasby Williamofficer: EVP Chief Information Officer | Option | 265 | $30.52 |
| Jul 20, 2026 | Glasby Williamofficer: EVP Chief Information Officer | Option | 264 | $30.52 |
| Jul 20, 2026 | Glasby Williamofficer: EVP Chief Information Officer | Option | 301 | $30.52 |
| Jul 20, 2026 | Glasby Williamofficer: EVP Chief Information Officer | Option | 1,595 | $30.52 |
| Jul 20, 2026 | Glasby Williamofficer: EVP Chief Information Officer | Option | 1,846 | $30.52 |
| Jun 17, 2026 | Giacobbe Gail B.director | Grant | 1,999 | — |
| Jun 17, 2026 | CHARNESKI BRIANdirector | Grant | 1,999 | — |
| Jun 17, 2026 | Watson Anndirector | Grant | 1,999 | — |
| Jun 17, 2026 | Saunders Karen Rdirector | Grant | 1,999 | — |
| Jun 17, 2026 | Allan Scott Tantondirector | Grant | 1,999 | — |
| Jun 17, 2026 | Rivera Frederick Bdirector | Grant | 1,999 | — |
| Jun 17, 2026 | Ellwanger Kimberly Tdirector | Grant | 1,999 | — |
| Jun 17, 2026 | Dryer Trevor D.director | Grant | 1,999 | — |
| Jun 17, 2026 | VANCE BRIAN Ldirector | Grant | 1,999 | — |
| Jun 17, 2026 | LYON JEFFREY Sdirector | Grant | 1,999 | — |
| 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 15, 2026 | Chalfant Tonyofficer: EVP Chief Credit Officer | Option | 1,316 | $28.44 |
| Jun 10, 2026 | Hinson Donaldofficer: EVPand Chief Financial Officer | Sell | 3,842 | $28.37 |
| 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 | LYON JEFFREY Sdirector | Option | 2,218 | $27.61 |
Source: HFWA SEC Form 4 filings, latest Aug 13, 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
151
New positions
55
Reduced
106
Sold out
18
Largest moves
| Institution | Action | Shares | Filed |
|---|---|---|---|
| BlackRock, Inc. | Increased | 5.8M | Aug 7, 2026 |
| BLACKROCK, INC. | Increased | 5.6M | May 13, 2026 |
| JENNISON ASSOCIATES LLC | Increased | 3.5M | Aug 3, 2026 |
| JENNISON ASSOCIATES LLC | Increased | 3.2M | May 6, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 2.5M | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 2.4M | Aug 7, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.0M | Aug 11, 2026 |
| STATE STREET CORP | Increased | 2.0M | Aug 7, 2026 |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 2.0M | May 7, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | New Position | 1.8M | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 1.8M | Aug 13, 2026 |
| STATE STREET CORP | Increased | 1.8M | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | Reduced | 1.1M | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | Reduced | 1.1M | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.1M | Aug 12, 2026 |
Source: SEC Form 13F filings. For informational purposes only — not investment advice.