Heritage Financial Corp HFWA
We take great care to ensure that the data presented and summarized in this overview for HERITAGE FINANCIAL CORP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HFWA
View all-
Black Rock Inc. New York, NY4.98MShares$111 Million0.0% of portfolio
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Jennison Associates LLC3.08MShares$68.4 Million0.04% of portfolio
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Victory Capital Management Inc2.63MShares$58.4 Million0.04% of portfolio
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Vanguard Group Inc Valley Forge, PA2.37MShares$52.6 Million0.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX2.03MShares$45.1 Million0.01% of portfolio
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State Street Corp Boston, MA1.52MShares$33.9 Million0.0% of portfolio
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Alliancebernstein L.P. New York, NY1.34MShares$29.9 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA838KShares$18.6 Million0.0% of portfolio
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Arrowstreet Capital, Limited Partnership Boston, MA503KShares$11.2 Million0.01% of portfolio
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Wellington Management Group LLP Boston, MA463KShares$10.3 Million0.0% of portfolio
Latest Institutional Activity in HFWA
Top Purchases
Top Sells
About HFWA
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 Transactions at HFWA
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 15
2025
|
Sabrina C Robison EVP Chief HR Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
39
-0.13%
|
$975
$25.43 P/Share
|
|
Dec 15
2025
|
Sabrina C Robison EVP Chief HR Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
247
+0.81%
|
$6,175
$25.43 P/Share
|
|
Dec 15
2025
|
Thomas J Henning EVP Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
79
-0.54%
|
$1,975
$25.43 P/Share
|
|
Dec 15
2025
|
Thomas J Henning EVP Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
495
+3.3%
|
$12,375
$25.43 P/Share
|
|
Dec 15
2025
|
Nicholas M Bley EVP Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,043
-21.47%
|
$26,075
$25.43 P/Share
|
|
Dec 15
2025
|
Nicholas M Bley EVP Chief Operating Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
4,857
+50.0%
|
$121,425
$25.43 P/Share
|
|
Dec 15
2025
|
Matthew T. Ray EVP Chief Lending Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
178
-0.78%
|
$4,450
$25.43 P/Share
|
|
Dec 15
2025
|
Matthew T. Ray EVP Chief Lending Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
832
+3.52%
|
$20,800
$25.43 P/Share
|
|
Dec 15
2025
|
William Glasby EVP Chief Information Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
40
-0.44%
|
$1,000
$25.43 P/Share
|
|
Dec 15
2025
|
William Glasby EVP Chief Information Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
265
+2.86%
|
$6,625
$25.43 P/Share
|
|
Nov 20
2025
|
Bryan Mc Donald President |
BUY
Open market or private purchase
|
Indirect |
19,106
+37.86%
|
$420,332
$22.32 P/Share
|
|
Jun 16
2025
|
Tony Chalfant EVP Chief Credit Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
130
-0.53%
|
$2,860
$22.76 P/Share
|
|
Jun 16
2025
|
Tony Chalfant EVP Chief Credit Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
1,315
+5.06%
|
$28,930
$22.76 P/Share
|
|
Jun 16
2025
|
Kelli Ann Wilson EVP Chief Banking Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
52
-0.91%
|
$1,144
$22.76 P/Share
|
|
Jun 16
2025
|
Kelli Ann Wilson EVP Chief Banking Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
526
+8.41%
|
$11,572
$22.76 P/Share
|
|
Jun 16
2025
|
Amy E. Curran EVP Director Commercial Lend |
SELL
Payment of exercise price or tax liability
|
Direct |
124
-0.49%
|
$2,728
$22.76 P/Share
|
|
Jun 16
2025
|
Amy E. Curran EVP Director Commercial Lend |
BUY
Exercise of conversion of derivative security
|
Direct |
1,102
+2.14%
|
$24,244
$22.76 P/Share
|
|
Jun 11
2025
|
William Glasby EVP Chief Information Officer |
SELL
Bona fide gift
|
Direct |
420
-4.59%
|
-
|
|
May 01
2025
|
Deborah J Gavin Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,928
+10.87%
|
$67,344
$23.04 P/Share
|
|
May 01
2025
|
Frederick B Rivera Director |
BUY
Exercise of conversion of derivative security
|
Direct |
2,928
+30.19%
|
$67,344
$23.04 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 89.8K shares |
|---|---|
| Open market or private purchase | 19.1K shares |
| Open market or private sale | 15.3K shares |
|---|---|
| Payment of exercise price or tax liability | 11K shares |
| Bona fide gift | 420 shares |