HERITAGE FINANCIAL CORP /WA/ (HFWA)
$0.00+$0.00 (+0.00%) Latest sessionExtended Hours
Heritage Financial Corp is a bank holding company. The company, through its subsidiary, provides commercial lending and deposit relationships with small businesses and their owners in its market areas and attracts deposits from the general public. It accepts various deposit products, such as non-interest demand accounts, money market accounts, savings accounts, and certificates of deposit. Besides, the Bank also makes real estate construction loans, land development loans, and consumer loans, and originates first mortgage loans on residential properties mainly located in its market area. Geographically, all the business activity functions through the region of the United States.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 6 | 35,679 | $1.06M |
| Option exercise | 28 | 25,630 | |
| Tax withholding / forfeiture | 1 | 3,379 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
89 Form 4 filings on record, the earliest from Nov 7, 2024, newest first. Filing history page 2 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Kimberly T. Ellwanger - Director | Option exercise | Common Stock | 2,218 | $27.61 | $61K | |
| Kimberly T. Ellwanger - Director | Option exercise | Restricted Stock Units | 2,218 | $27.61 | $61K | |
| Kelli Ann Wilson - Officer | Option exercise | Common Stock | 490 | $24.89 | $12K | |
| Kelli Ann Wilson - Officer | Option exercise | Common Stock | 530 | $24.89 | $13K | |
| Kelli Ann Wilson - Officer | Option exercise | Common Stock | 1,453 | $24.89 | $36K | |
| Kelli Ann Wilson - Officer | Option exercise | Common Stock | 1,345 | $24.89 | $33K | |
| Kelli Ann Wilson - Officer | Tax withholding / forfeiture | Common Stock | 719 | $24.89 | $18K | |
| Kelli Ann Wilson - Officer | Option exercise | Restricted Stock Units | 490 | $24.89 | $12K | |
| Kelli Ann Wilson - Officer | Option exercise | Restricted Stock Units | 530 | $24.89 | $13K | |
| Kelli Ann Wilson - Officer | Option exercise | Restricted Stock Units | 1,453 | $24.89 | $36K | |
| Kelli Ann Wilson - Officer | Option exercise | Restricted Stock Units | 1,345 | $24.89 | $33K | |
| Sabrina C. Robison - Officer | Option exercise | Common Stock | 1,147 | $24.89 | $29K | |
| Sabrina C. Robison - Officer | Option exercise | Common Stock | 265 | $24.89 | $7K | |
| Sabrina C. Robison - Officer | Option exercise | Common Stock | 1,363 | $24.89 | $34K | |
| Sabrina C. Robison - Officer | Option exercise | Common Stock | 1,263 | $24.89 | $31K | |
| Sabrina C. Robison - Officer | Tax withholding / forfeiture | Common Stock | 744 | $24.89 | $19K | |
| Sabrina C. Robison - Officer | Option exercise | Restricted Stock Units | 1,147 | $24.89 | $29K | |
| Sabrina C. Robison - Officer | Option exercise | Restricted Stock Units | 265 | $24.89 | $7K | |
| Sabrina C. Robison - Officer | Option exercise | Restricted Stock Units | 1,363 | $24.89 | $34K | |
| Sabrina C. Robison - Officer | Option exercise | Restricted Stock Units | 1,263 | $24.89 | $31K | |
| Matthew T. Ray - Officer | Option exercise | Common Stock | 504 | $24.89 | $13K | |
| Matthew T. Ray - Officer | Option exercise | Common Stock | 155 | $24.89 | $4K | |
| Matthew T. Ray - Officer | Option exercise | Common Stock | 662 | $24.89 | $16K | |
| Matthew T. Ray - Officer | Option exercise | Common Stock | 530 | $24.89 | $13K | |
| Matthew T. Ray - Officer | Option exercise | Common Stock | 1,664 | $24.89 | $41K | |
| Matthew T. Ray - Officer | Option exercise | Common Stock | 1,001 | $24.89 | $25K | |
| Matthew T. Ray - Officer | Tax withholding / forfeiture | Common Stock | 749 | $24.89 | $19K | |
| Matthew T. Ray - Officer | Option exercise | Restricted Stock Units | 662 | $24.89 | $16K | |
| Matthew T. Ray - Officer | Option exercise | Restricted Stock Units | 530 | $24.89 | $13K | |
| Matthew T. Ray - Officer | Option exercise | Restricted Stock Units | 504 | $24.89 | $13K | |
| Matthew T. Ray - Officer | Option exercise | Restricted Stock Units | 155 | $24.89 | $4K | |
| Matthew T. Ray - Officer | Option exercise | Restricted Stock Units | 1,664 | $24.89 | $41K | |
| Matthew T. Ray - Officer | Option exercise | Restricted Stock Units | 1,001 | $24.89 | $25K | |
| Bryan McDonald - Officer | Option exercise | Common Stock | 1,115 | $24.89 | $28K | |
| Bryan McDonald - Officer | Option exercise | Common Stock | 1,743 | $24.89 | $43K | |
| Bryan McDonald - Officer | Option exercise | Common Stock | 267 | $24.89 | $7K | |
| Bryan McDonald - Officer | Option exercise | Common Stock | 1,866 | $24.89 | $46K | |
| Bryan McDonald - Officer | Tax withholding / forfeiture | Common Stock | 939 | $24.89 | $23K | |
| Bryan McDonald - Officer | Option exercise | Restricted Stock Units | 1,115 | $24.89 | $28K | |
| Bryan McDonald - Officer | Option exercise | Performance Share Units | 267 | $24.89 | $7K | |
| Bryan McDonald - Officer | Option exercise | Restricted Stock Units | 1,866 | $24.89 | $46K | |
| Bryan McDonald - Officer | Option exercise | Restricted Stock Units | 1,743 | $24.89 | $43K | |
| Donald Hinson - Officer | Option exercise | Common Stock | 850 | $24.89 | $21K | |
| Donald Hinson - Officer | Option exercise | Common Stock | 1,455 | $24.89 | $36K | |
| Donald Hinson - Officer | Option exercise | Common Stock | 203 | $24.89 | $5K | |
| Donald Hinson - Officer | Option exercise | Common Stock | 1,177 | $24.89 | $29K | |
| Donald Hinson - Officer | Tax withholding / forfeiture | Common Stock | 689 | $24.89 | $17K | |
| Donald Hinson - Officer | Option exercise | Restricted Stock Units | 850 | $24.89 | $21K | |
| Donald Hinson - Officer | Option exercise | Restricted Stock Units | 1,455 | $24.89 | $36K | |
| Donald Hinson - Officer | Option exercise | Performance Share Units | 203 | $24.89 | $5K | |
| Donald Hinson - Officer | Option exercise | Restricted Stock Units | 1,177 | $24.89 | $29K | |
| Thomas J. Henning - Officer | Option exercise | Common Stock | 1,440 | $24.89 | $36K | |
| Thomas J. Henning - Officer | Option exercise | Common Stock | 530 | $24.89 | $13K | |
| Thomas J. Henning - Officer | Option exercise | Common Stock | 1,671 | $24.89 | $42K | |
| Thomas J. Henning - Officer | Option exercise | Common Stock | 1,475 | $24.89 | $37K | |
| Thomas J. Henning - Officer | Tax withholding / forfeiture | Common Stock | 938 | $24.89 | $23K | |
| Thomas J. Henning - Officer | Option exercise | Restricted Stock Units | 1,440 | $24.89 | $36K | |
| Thomas J. Henning - Officer | Option exercise | Restricted Stock Units | 530 | $24.89 | $13K | |
| Thomas J. Henning - Officer | Option exercise | Restricted Stock Units | 1,671 | $24.89 | $42K | |
| Thomas J. Henning - Officer | Option exercise | Restricted Stock Units | 1,475 | $24.89 | $37K | |
| William Glasby - Officer | Option exercise | Common Stock | 302 | $24.89 | $8K | |
| William Glasby - Officer | Option exercise | Common Stock | 1,824 | $24.89 | $45K | |
| William Glasby - Officer | Option exercise | Common Stock | 1,571 | $24.89 | $39K | |
| William Glasby - Officer | Option exercise | Common Stock | 1,594 | $24.89 | $40K | |
| William Glasby - Officer | Tax withholding / forfeiture | Common Stock | 1,338 | $24.89 | $33K | |
| William Glasby - Officer | Option exercise | Restricted Stock Units | 302 | $24.89 | $8K | |
| William Glasby - Officer | Option exercise | Restricted Stock Units | 1,571 | $24.89 | $39K | |
| William Glasby - Officer | Option exercise | Restricted Stock Units | 1,824 | $24.89 | $45K | |
| William Glasby - Officer | Option exercise | Restricted Stock Units | 1,594 | $24.89 | $40K | |
| Amy E. Curran - Officer | Option exercise | Common Stock | 155 | $24.89 | $4K | |
| Amy E. Curran - Officer | Option exercise | Common Stock | 776 | $24.89 | $19K | |
| Amy E. Curran - Officer | Option exercise | Common Stock | 1,061 | $24.89 | $26K | |
| Amy E. Curran - Officer | Option exercise | Common Stock | 1,619 | $24.89 | $40K | |
| Amy E. Curran - Officer | Option exercise | Common Stock | 1,429 | $24.89 | $36K | |
| Amy E. Curran - Officer | Tax withholding / forfeiture | Common Stock | 918 | $24.89 | $23K | |
| Amy E. Curran - Officer | Option exercise | Restricted Stock Units | 776 | $24.89 | $19K | |
| Amy E. Curran - Officer | Option exercise | Restricted Stock Units | 1,061 | $24.89 | $26K | |
| Amy E. Curran - Officer | Option exercise | Restricted Stock Units | 155 | $24.89 | $4K | |
| Amy E. Curran - Officer | Option exercise | Restricted Stock Units | 1,619 | $24.89 | $40K | |
| Amy E. Curran - Officer | Option exercise | Restricted Stock Units | 1,429 | $24.89 | $36K | |
| Tony Chalfant - Officer | Option exercise | Common Stock | 1,227 | $24.89 | $31K | |
| Tony Chalfant - Officer | Option exercise | Common Stock | 733 | $24.89 | $18K | |
| Tony Chalfant - Officer | Option exercise | Common Stock | 176 | $24.89 | $4K | |
| Tony Chalfant - Officer | Option exercise | Common Stock | 992 | $24.89 | $25K | |
| Tony Chalfant - Officer | Tax withholding / forfeiture | Common Stock | 583 | $24.89 | $15K | |
| Tony Chalfant - Officer | Option exercise | Restricted Stock Units | 733 | $24.89 | $18K | |
| Tony Chalfant - Officer | Option exercise | Restricted Stock Units | 1,227 | $24.89 | $31K | |
| Tony Chalfant - Officer | Option exercise | Performance Share Units | 176 | $24.89 | $4K | |
| Tony Chalfant - Officer | Option exercise | Restricted Stock Units | 992 | $24.89 | $25K | |
| Bryan McDonald - Officer | Grant or award | Performance Share Units | 7,081 | $27.54 | $195K | |
| Bryan McDonald - Officer | Grant or award | Restricted Stock Units | 7,081 | $27.54 | $195K | |
| Donald Hinson - Officer | Grant or award | Performance Share Units | 3,269 | $27.54 | $90K | |
| Donald Hinson - Officer | Grant or award | Restricted Stock Units | 3,269 | $27.54 | $90K | |
| William Glasby - Officer | Grant or award | Restricted Stock Units | 5,538 | $27.54 | $153K | |
| Tony Chalfant - Officer | Grant or award | Performance Share Units | 2,757 | $27.54 | $76K | |
| Tony Chalfant - Officer | Grant or award | Restricted Stock Units | 2,757 | $27.54 | $76K | |
| Matthew T. Ray - Officer | Grant or award | Performance Share Units | 2,755 | $27.54 | $76K | |
| Matthew T. Ray - Officer | Grant or award | Restricted Stock Units | 2,755 | $27.54 | $76K | |
| Amy E. Curran - Officer | Grant or award | Restricted Stock Units | 5,355 | $27.54 | $147K | |
| Nicholas M. Bley - Officer | Grant or award | Restricted Stock Units | 3,021 | $27.54 | $83K | |
| Nicholas M. Bley - Officer | Grant or award | Performance Share Units | 3,021 | $27.54 | $83K | |
| Thomas J. Henning - Officer | Grant or award | Restricted Stock Units | 5,225 | $27.54 | $144K | |
| Kelli Ann Wilson - Officer | Grant or award | Restricted Stock Units | 5,037 | $27.54 | $139K | |
| Sabrina C. Robison - Officer | Grant or award | Restricted Stock Units | 4,860 | $27.54 | $134K | |
| Tony Chalfant - Officer | Open-market sale | Common Stock | 4,668 | $27.65 | $129K | |
| Frederick B. Rivera - Director | Open-market sale | Common Stock | 1,800 | $26.31 | $47K | |
| Kelli Ann Wilson - Officer | Open-market sale | Common Stock | 1,900 | $26.48 | $50K | |
| Nicholas M. Bley - Officer | Option exercise | Common Stock | 4,857 | $25.43 | $124K | |
| Nicholas M. Bley - Officer | Tax withholding / forfeiture | Common Stock | 1,043 | $25.43 | $27K | |
| Nicholas M. Bley - Officer | Option exercise | Restricted Stock Units | 4,857 | $25.43 | $124K | |
| William Glasby - Officer | Option exercise | Common Stock | 265 | $25.43 | $7K | |
| William Glasby - Officer | Tax withholding / forfeiture | Common Stock | 40 | $25.43 | $1K | |
| William Glasby - Officer | Option exercise | Restricted Stock Units | 265 | $25.43 | $7K | |
| Thomas J. Henning - Officer | Option exercise | Common Stock | 495 | $25.43 | $13K | |
| Thomas J. Henning - Officer | Tax withholding / forfeiture | Common Stock | 79 | $25.43 | $2K | |
| Thomas J. Henning - Officer | Option exercise | Restricted Stock Units | 495 | $25.43 | $13K | |
| Matthew T. Ray - Officer | Option exercise | Common Stock | 832 | $25.43 | $21K | |
| Matthew T. Ray - Officer | Tax withholding / forfeiture | Common Stock | 178 | $25.43 | $5K | |
| Matthew T. Ray - Officer | Option exercise | Restricted Stock Units | 832 | $25.43 | $21K | |
| Sabrina C. Robison - Officer | Option exercise | Common Stock | 247 | $25.43 | $6K | |
| Sabrina C. Robison - Officer | Tax withholding / forfeiture | Common Stock | 39 | $25.43 | $992 | |
| Sabrina C. Robison - Officer | Option exercise | Restricted Stock Units | 247 | $25.43 | $6K | |
| Bryan McDonald - Officer | Open-market purchase | Common Stock | 19,106 | $22.32 | $426K | |
| Kimberly T. Ellwanger - Director | Grant or award | Restricted Stock Units | 2,218 | $22.55 | $50K |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| Ray Matthew T. | Officer | 3,692 | $110K | View on EDGAR | |
| TONY CHALFANT | Officer | 3,234 | $97K | View on EDGAR | |
| LYON JEFFREY S | Director | 10,000 | $300K | View on EDGAR |
HERITAGE FINANCIAL CORP /WA/ (HFWA) had 8 insider filings in the last 90 days, with the most recent on 2026-09-15. The full record for HFWA runs to 89 Form 4 filings, the earliest from 2024-11-07. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of HFWA were filed in the last 90 days. 1 purchase is on record for this company.
6 insider sales of HFWA were filed in the last 90 days, totaling $1.06M.
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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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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