HFWA · Heritage Financial Corp /Wa/ · Insider Trading

$27.69 -0.19 (-0.68%) At close · Oct 6

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.17B

40.92M

Volume · Oct 6 326.92K Avg daily vol (3M) 397K

Trades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 4 and 5. Form 3 supplies initial ownership rather than a trade; Form 4 must be filed within two business days of the trade.

Query insider transactions through the insider trading API or MCP →

Insider Sentiment Score

Peer-relative 0–100 rank of how aggressively insiders accumulated over the trailing 90 days. See the full ranking.

Net buyers

-6

Net shares bought

-0.09%

Net buy value

-$1,056,283

Date	Insider	Role	Type	Security	Shares	Price	Value	After
2026-09-15	Rivera Frederick B	Director	Sell↓	Common Stock	1,300	$28.57	$37,135	5,890
2026-09-03	CHARNESKI BRIAN	Director	Sell↓	Common Stock (I)	13,675	$29.18	$399,091	0
2026-08-13	Ray Matthew T.	EVP Chief Lending Officer	Sell↓	Common Stock	3,692	$30.10	$111,129	22,735
2026-08-05	LYON JEFFREY S	Director	Sell↓	Common Stock	10,000	$30.00	$300,000	40,719
2026-08-05	Chalfant Tony	EVP Chief Credit Officer	Sell↓	Common Stock	3,234	$29.92	$96,751	20,362
2026-07-30	Wilson Kelli Ann	EVP Chief Banking Officer	Sell↓	Common Stock	3,778	$29.69	$112,178	3,099
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	1,595	$30.52	$48,679	18,590
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓ Filing footnotes — Restricted Stock Units (Direct) RSU Grant 2026 $0.00 3 year ratable vesting with final vesting on March 15, 2029	Restricted Stock Units	1,846	$30.52	$56,340	1,846
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓	Restricted Stock Units	302	$30.52	$9,217	903
2026-07-17	Glasby William	EVP Chief Information Officer	Tax↓	Common Stock	3,379	$30.52	$103,127	22,344
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	264	$30.52	$8,057	13,966
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓ Filing footnotes — Restricted Stock Units (Direct) RSU Grant 2026 $0.00 3 year ratable vesting with final vesting on March 15, 2029	Restricted Stock Units	1,846	$30.52	$56,340	0
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓	Restricted Stock Units	301	$30.52	$9,187	301
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	301	$30.52	$9,187	14,569
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	301	$30.52	$9,187	15,171
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓	Restricted Stock Units	264	$30.52	$8,057	0
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓	Restricted Stock Units	264	$30.52	$8,057	264
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	265	$30.52	$8,088	13,438
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓	Restricted Stock Units	301	$30.52	$9,187	0
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓ Filing footnotes — Restricted Stock Units (Direct) RSU Grant February 2025 Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.	Restricted Stock Units	1,595	$30.52	$48,679	0
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	264	$30.52	$8,057	13,702
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓ Filing footnotes — Restricted Stock Units (Direct) RSU Grant February 2025 Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.	Restricted Stock Units	1,595	$30.52	$48,679	1,595
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓ Filing footnotes — Restricted Stock Units (Direct) Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. RSU Grant February 2024	Restricted Stock Units	1,824	$30.52	$55,668	0
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	1,846	$30.52	$56,340	22,031
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓ Filing footnotes — Restricted Stock Units (Direct) RSU Grant 2026 $0.00 3 year ratable vesting with final vesting on March 15, 2029	Restricted Stock Units	1,846	$30.52	$56,340	3,692
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓	Restricted Stock Units	265	$30.52	$8,088	528
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	1,846	$30.52	$56,340	25,723
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	302	$30.52	$9,217	14,268
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	1,595	$30.52	$48,679	20,185
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	301	$30.52	$9,187	14,870
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	265	$30.52	$8,088	13,173
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓	Restricted Stock Units	265	$30.52	$8,088	793
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↓	Restricted Stock Units	301	$30.52	$9,187	602
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	1,824	$30.52	$55,668	16,995
2026-07-17	Glasby William	EVP Chief Information Officer	Convert↑	Common Stock	1,846	$30.52	$56,340	23,877
2026-06-17	Rivera Frederick B	Director	Award↑	Restricted Stock Units	1,999	$27.52	$55,012	1,999
2026-06-17	LYON JEFFREY S	Director	Award↑	Restricted Stock Units	1,999	$27.52	$55,012	1,999
2026-06-17	Giacobbe Gail B.	Director	Award↑	Restricted Stock Units	1,999	$27.52	$55,012	1,999
2026-06-17	CHARNESKI BRIAN	Director	Award↑	Restricted Stock Units	1,999	$27.52	$55,012	1,999
2026-06-17	Allan Scott Tanton	Director	Award↑	Restricted Stock Units	1,999	$27.52	$55,012	1,999
2026-06-17	Saunders Karen R	Director	Award↑	Restricted Stock Units	1,999	$27.52	$55,012	1,999
2026-06-17	Watson Ann	Director	Award↑	Restricted Stock Units	1,999	$27.52	$55,012	1,999
2026-06-17	Dryer Trevor D.	Director	Award↑	Restricted Stock Units	1,999	$27.52	$55,012	1,999
2026-06-17	VANCE BRIAN L	Director	Award↑	Restricted Stock Units	1,999	$27.52	$55,012	1,999
2026-06-17	Ellwanger Kimberly T	Director	Award↑	Restricted Stock Units	1,999	$27.52	$55,012	1,999
2026-06-15	Curran Amy E.	EVP Director Commercial Lend	Tax↓	Common Stock	71	$28.44	$2,019	29,958
2026-06-15	Chalfant Tony	EVP Chief Credit Officer	Convert↑	Common Stock	1,316	$28.44	$37,427	23,731
2026-06-15	Curran Amy E.	EVP Director Commercial Lend	Convert↑	Common Stock	576	$28.44	$16,381	30,029
2026-06-15	Chalfant Tony	EVP Chief Credit Officer	Tax↓	Common Stock	135	$28.44	$3,839	23,596
2026-06-15	Chalfant Tony	EVP Chief Credit Officer	Convert↓	Restricted Stock Units	1,316	$28.44	$37,427	0

Legend Buy — open-market purchase Sell — open-market sale ↑ Shares acquired ↓ Shares disposed (gift, conversion, tax…)

Showing 1–50 of 1,137 transactions

Key facts CIK 1046025 CUSIP 42722X106 13F (30d) 4 filings 4 filers Visit website Investor relations