HERITAGE FINANCIAL CORP /WA/ (HFWA) Insider Trading & SEC Filings
Last SEC filing
HERITAGE FINANCIAL CORP /WA/ (HFWA) has filed 15 SEC Form 4 insider transactions in the last 90 days, with the most recent on 2026-07-30. Insider sales over the same period: 2 transactions worth $221K. 2 Form 8-K material event filings were reported by HFWA in the last 90 days. 2 Form 144 notices of proposed sale were filed for HFWA stock. InsiderAlpha tracks every HFWA SEC filing - Form 4, Form 144, and 8-K - in real time, including Rule 10b5-1 plan detection.
About HERITAGE FINANCIAL CORP /WA/ (HFWA)
HERITAGE FINANCIAL CORP /WA/ trades under the ticker HFWA. InsiderAlpha tracks 83 primary SEC Form 4 filings from 22 reporting insiders for HFWA since 2024, sourced directly from SEC EDGAR.
| Sector | Financials insider trading |
|---|---|
| SIC classification | Savings Institutions, Not Federally Chartered (SIC 6036) |
| SEC CIK | 0001046025 |
90-Day SEC Filing Activity
| Insider sales (90d) | 2 ($221K) |
|---|---|
| Form 4 filings (90d) | 15 |
| Form 8-K filings (90d) | 2 |
| Form 144 notices (90d) | 2 |
| Latest Form 4 filing | 2026-07-30 |
Recent HFWA Insider Transactions (Form 4)
| Date | Insider | Role | Transaction | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| Kelli Ann Wilson | EVP Chief Banking Officer | S - Open-market sale | 3.8K | $29.69 | $112K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 1.6K | $30.52 | $49K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 301 | $30.52 | $9K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 301 | $30.52 | $9K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 301 | $30.52 | $9K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 302 | $30.52 | $9K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 1.8K | $30.52 | $56K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 1.8K | $30.52 | $56K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 1.8K | $30.52 | $56K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 1.6K | $30.52 | $49K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 265 | $30.52 | $8K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 265 | $30.52 | $8K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 264 | $30.52 | $8K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 264 | $30.52 | $8K | SEC | |
| William Glasby | EVP Chief Information Officer | M - Option exercise | 1.8K | $30.52 | $56K | SEC |
All transactions sourced from SEC EDGAR Form 4 filings for HERITAGE FINANCIAL CORP /WA/ (HFWA). Updated in real time as new filings are submitted to the SEC.
Most-Active HFWA Insiders - Last 90 Days
| Insider | Form 4 filings | Total transaction value |
|---|---|---|
| William Glasby | 29 | $885K |
| Tony Chalfant | 3 | $79K |
| Amy E. Curran | 3 | $35K |
| Kimberly T. Ellwanger | 1 | $55K |
| Jeffrey S. Lyon | 1 | $55K |
Recent HFWA Form 8-K Material Events
- - Item 2.02, 7.01, 8.01, 9.01 [SEC]
- - Item 5.07 [SEC]
- - Item 2.02, 7.01, 8.01, 9.01 · Earnings · neutral [SEC]
Heritage Financial Corporation announced its first quarter 2026 financial results on April 23, 2026, along with an investor presentation for its earnings conference call. The company also declared a regular quarterly cash dividend of $0.24 per common share payable May 20, 2026. - - Item 9.01 · Acquisition · neutral [SEC]
Heritage Financial Corp filed an amended 8-K/A to supplement its February 2, 2026 announcement of the completed acquisition of Olympic Bancorp, Inc. The amendment adds required financial statements and pro forma financial information for the merger that closed on January 31, 2026 - - Item 8.01 · Regulatory · negative [SEC]
Heritage Financial Corporation disclosed a cybersecurity incident detected on March 2, 2026, involving unauthorized access to an internal file share server with potential exfiltration of files containing personal information. The company has contained the incident, engaged extern
Recent HFWA Form 144 Notices of Proposed Sale
Form 144 must be filed before insiders sell restricted or control stock above SEC thresholds. A cluster of Form 144 notices often precedes a wave of insider distribution.
Recent Insider Filings
- - Kelli Ann Wilson (EVP Chief Banking Officer)
- - William Glasby (EVP Chief Information Officer)
- - Trevor D. Dryer (Director)
- - Frederick B. Rivera (Director)
- - Gail B. Giacobbe (Director)
Form 4 Transaction Code Reference
SEC Form 4 transactions are reported with a one-letter code indicating the type of transaction. Common codes you'll see in HFWA insider filings:
| P | Open-market purchase by the insider |
|---|---|
| S | Open-market sale by the insider |
| A | Grant, award, or other acquisition from the issuer |
| M | Exercise or conversion of derivative security (e.g. options) |
| F | Payment of exercise price or tax liability via share withholding |
| G | Bona-fide gift of securities |
| D | Disposition to the issuer (e.g. share buyback participation) |
| J | Other acquisition or disposition |
| X | Exercise of in-the-money or at-the-money derivative security |
| C | Conversion of derivative security |
| V | Transaction voluntarily reported earlier than required |
HFWA Insider Trading - FAQ
- What is the latest insider trade for HFWA?
- HERITAGE FINANCIAL CORP /WA/ (HFWA) had 15 insider filings in the last 90 days, with the most recent on 2026-07-30. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
- How many insiders are buying HFWA stock?
- 0 insider purchases of HFWA were filed in the last 90 days.
- How many insiders are selling HFWA stock?
- 2 insider sales of HFWA were filed in the last 90 days, totaling $221K.
- Where can I see HFWA SEC filings (Form 4, 10-K, 10-Q, 8-K)?
- This page tracks HFWA Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Learn More
- What is SEC Form 4?
- How to read insider buying signals
- Rule 10b5-1 trading plans explained
- The cluster buying signal
Open the live HFWA dashboard on InsiderAlpha for real-time alerts, charting, and full historical filing search.