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HFWA Insider Trading

Insider Ownership Percentage: 1.80%
Insider Buying (Last 12 Months): $426,445.92
Insider Selling (Last 12 Months): $369,193.24

Heritage Financial Insider Trading History Chart

This chart shows the insider buying and selling history at Heritage Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Heritage Financial Share Price & Price History

Current Price: $24.21
Price Change: ▲ Price Increase of +0.13 (0.54%)
As of 12/4/2025 05:00 PM ET

This chart shows the closing price history over time for HFWA up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Heritage Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
11/20/2025Bryan McdonaldPresidentBuy19,106$22.32$426,445.9231,363View SEC Filing Icon  
3/17/2025Amy E. CurranDirectorSell858$23.77$20,394.6624,353View SEC Filing Icon  
3/17/2025Donald HinsonCFOSell3,420$23.59$80,677.8042,087View SEC Filing Icon  
3/17/2025Jeffrey J. DeuelCEOSell7,033$23.66$166,400.7870,906View SEC Filing Icon  
1/27/2025Frederick B. RiveraDirectorSell4,000$25.43$101,720.003,844View SEC Filing Icon  
11/7/2024Tony ChalfantEVPSell2,975$26.50$78,837.5020,119View SEC Filing Icon  
12/11/2023Frederick B. RiveraDirectorBuy600$20.23$12,138.004,721View SEC Filing Icon  
9/13/2023Brian CharneskiDirectorBuy5,000$16.70$83,500.0036,540View SEC Filing Icon  
5/19/2023Frederick B. RiveraDirectorBuy600$16.34$9,804.004,121View SEC Filing Icon  
5/4/2023Brian CharneskiDirectorBuy5,000$15.88$79,400.0013,675View SEC Filing Icon  
4/26/2023Jeffrey S. LyonDirectorBuy1,750$17.36$30,380.0040,742View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Heritage Financial (NASDAQ:HFWA)

78.30% of Heritage Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at HFWA by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Heritage Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/24/2025Penn Capital Management Company LLC26,245$0.64M0.0%+9.5%0.077%Search for SEC Filing on Google Icon
11/17/2025Verition Fund Management LLC8,685$0.21M0.0%N/A0.026%Search for SEC Filing on Google Icon
11/17/2025Millennium Management LLC15,700$0.38M0.0%+7.2%0.046%Search for SEC Filing on Google Icon
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15,764$0.38M0.0%-15.7%0.046%Search for SEC Filing on Google Icon
11/17/2025Citadel Advisors LLC12,540$0.30M0.0%-145.1%0.037%Search for SEC Filing on Google Icon
11/17/2025Bank of America Corp DE215,732$5.22M0.0%+19.5%0.635%Search for SEC Filing on Google Icon
11/17/2025Aquatic Capital Management LLC7,765$0.19M0.0%-28.9%0.023%Search for SEC Filing on Google Icon
11/17/2025Alliancebernstein L.P.1,344,160$32.52M0.0%-1.2%3.958%Search for SEC Filing on Google Icon
11/17/2025Ameriprise Financial Inc.348,968$8.44M0.0%-11.3%1.028%Search for SEC Filing on Google Icon
11/14/2025Hotchkis & Wiley Capital Management LLC280,519$6.79M0.0%-1.2%0.826%Search for SEC Filing on Google Icon
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 10,991$0.27M0.0%+35.2%0.032%Search for SEC Filing on Google Icon
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC51,365$1.24M0.0%-48.0%0.151%Search for SEC Filing on Google Icon
11/14/2025Two Sigma Investments LP256,567$6.21M0.0%+40.2%0.756%Search for SEC Filing on Google Icon
11/14/2025Bridgeway Capital Management LLC260,235$6.30M0.1%+4.0%0.766%Search for SEC Filing on Google Icon
11/14/2025Wellington Management Group LLP463,401$11.21M0.0%N/A1.365%Search for SEC Filing on Google Icon
11/14/2025Comerica Bank13,601$0.33M0.0%-15.3%0.040%Search for SEC Filing on Google Icon
11/13/2025Invesco Ltd.257,227$6.22M0.0%-6.5%0.758%Search for SEC Filing on Google Icon
11/13/2025Arrowstreet Capital Limited Partnership502,870$12.16M0.0%-0.3%1.481%Search for SEC Filing on Google Icon
11/13/2025Sei Investments Co.16,447$0.40M0.0%+19.5%0.048%Search for SEC Filing on Google Icon
11/13/2025UBS Group AG98,432$2.38M0.0%-10.1%0.290%Search for SEC Filing on Google Icon
11/13/2025BNP Paribas Financial Markets8,457$0.21M0.0%+117.1%0.025%Search for SEC Filing on Google Icon
11/13/2025Legal & General Group Plc91,912$2.22M0.0%-3.2%0.271%Search for SEC Filing on Google Icon
11/13/2025Russell Investments Group Ltd.140,825$3.41M0.0%+43.9%0.415%Search for SEC Filing on Google Icon
11/13/2025First Trust Advisors LP28,631$0.69M0.0%-27.6%0.084%Search for SEC Filing on Google Icon
11/12/2025Barclays PLC50,125$1.21M0.0%-35.8%0.148%Search for SEC Filing on Google Icon
11/12/2025Dimensional Fund Advisors LP2,028,293$49.07M0.0%-0.5%5.974%Search for SEC Filing on Google Icon
11/12/2025Teachers Retirement System of The State of Kentucky9,712$0.24M0.0%-15.0%0.029%Search for SEC Filing on Google Icon
11/12/2025Victory Capital Management Inc.2,626,334$63.53M0.0%+9.2%7.735%Search for SEC Filing on Google Icon
11/12/2025Royce & Associates LP169,014$4.09M0.0%+1.7%0.498%Search for SEC Filing on Google Icon
11/12/2025Rafferty Asset Management LLC28,780$0.70M0.0%-24.5%0.085%Search for SEC Filing on Google Icon
11/12/2025Intech Investment Management LLC35,891$0.87M0.0%+2.7%0.106%Search for SEC Filing on Google Icon
11/10/2025Dana Investment Advisors Inc.220,739$5.34M0.2%-0.7%0.650%Search for SEC Filing on Google Icon
11/10/2025Ameritas Investment Partners Inc.2,850$69K0.0%-16.7%0.008%Search for SEC Filing on Google Icon
11/7/2025Martin & Co. Inc. TN132,587$3.21M0.6%+1.0%0.391%Search for SEC Filing on Google Icon
11/7/2025Vanguard Group Inc.2,366,903$57.26M0.0%-2.2%6.971%Search for SEC Filing on Google Icon
11/7/2025JPMorgan Chase & Co.36,996$0.90M0.0%+4.9%0.109%Search for SEC Filing on Google Icon
11/6/2025Public Sector Pension Investment Board132,457$3.20M0.0%+13.9%0.390%Search for SEC Filing on Google Icon
11/6/2025Illinois Municipal Retirement Fund17,953$0.43M0.0%-2.8%0.053%Search for SEC Filing on Google Icon
11/6/2025Rhumbline Advisers99,891$2.42M0.0%-1.5%0.294%Search for SEC Filing on Google Icon
11/6/2025ProShare Advisors LLC257,128$6.22M0.0%-3.5%0.757%Search for SEC Filing on Google Icon
11/5/2025Hantz Financial Services Inc.1,651$40K0.0%+316.9%0.005%Search for SEC Filing on Google Icon
11/4/2025Principal Financial Group Inc.188,725$4.57M0.0%-8.8%0.556%Search for SEC Filing on Google Icon
11/4/2025Thrivent Financial for Lutherans35,944$0.87M0.0%+43.3%0.106%Search for SEC Filing on Google Icon
11/4/2025Keybank National Association OH64,669$1.56M0.0%+2.8%0.190%Search for SEC Filing on Google Icon
11/3/2025Great Lakes Advisors LLC164,241$3.97M0.0%-11.2%0.484%Search for SEC Filing on Google Icon
11/3/2025Federated Hermes Inc.32,858$0.80M0.0%-42.8%0.097%Search for SEC Filing on Google Icon
10/31/2025Algebris UK Ltd.445,760$10.78M1.2%N/A1.313%Search for SEC Filing on Google Icon
10/30/2025Strs Ohio22,500$0.54M0.0%-10.7%0.066%Search for SEC Filing on Google Icon
10/30/2025Universal Beteiligungs und Servicegesellschaft mbH58,043$1.40M0.0%+112.5%0.171%Search for SEC Filing on Google Icon
10/24/2025New York State Teachers Retirement System5,296$0.13M0.0%-10.2%0.016%Search for SEC Filing on Google Icon
10/24/2025State of Alaska Department of Revenue18,441$0.45M0.0%-9.1%0.054%Search for SEC Filing on Google Icon
10/23/2025SG Americas Securities LLC5,478$0.13M0.0%-26.2%0.016%Search for SEC Filing on Google Icon
10/22/2025Kiley Juergens Wealth Management LLC177,417$4.29M0.9%-23.8%0.523%Search for SEC Filing on Google Icon
10/17/2025Deprince Race & Zollo Inc.70,514$1.71M0.0%+61.0%0.208%Search for SEC Filing on Google Icon
10/15/2025CWM LLC7,657$0.19M0.0%+100.5%0.023%Search for SEC Filing on Google Icon
10/14/2025Yousif Capital Management LLC10,488$0.25M0.0%-18.8%0.031%Search for SEC Filing on Google Icon
10/14/2025Brighton Jones LLC12,452$0.30M0.0%+3.7%0.037%Search for SEC Filing on Google Icon
10/9/2025Voya Investment Management LLC46,672$1.13M0.0%-11.6%0.137%Search for SEC Filing on Google Icon
9/24/2025Texas Permanent School Fund Corp33,315$0.79M0.0%-7.3%0.098%Search for SEC Filing on Google Icon
8/16/2025Public Sector Pension Investment Board116,282$2.77M0.0%+7.8%0.343%Search for SEC Filing on Google Icon
8/15/2025CANADA LIFE ASSURANCE Co32,191$0.77M0.0%-6.1%0.095%Search for SEC Filing on Google Icon
8/15/2025Tower Research Capital LLC TRC 2,875$69K0.0%+99.1%0.008%Search for SEC Filing on Google Icon
8/15/2025State of Tennessee Department of Treasury8,660$0.21M0.0%-70.0%0.026%Search for SEC Filing on Google Icon
8/15/2025Rafferty Asset Management LLC38,104$0.91M0.0%+33.6%0.112%Search for SEC Filing on Google Icon
8/15/2025Lazard Asset Management LLC33,129$0.79M0.0%+8.7%0.098%Search for SEC Filing on Google Icon
8/15/2025BNP Paribas Financial Markets3,896$93K0.0%-74.0%0.011%Search for SEC Filing on Google Icon
8/15/2025Bridgeway Capital Management LLC250,129$5.96M0.1%+1.6%0.737%Search for SEC Filing on Google Icon
8/15/2025Brevan Howard Capital Management LP8,505$0.20M0.0%-46.2%0.025%Search for SEC Filing on Google Icon
8/15/2025Bank of America Corp DE180,581$4.31M0.0%+16.6%0.532%Search for SEC Filing on Google Icon
8/15/2025Ameriprise Financial Inc.393,619$9.38M0.0%+1.7%1.159%Search for SEC Filing on Google Icon
8/14/2025Jane Street Group LLC58,141$1.39M0.0%-45.9%0.171%Search for SEC Filing on Google Icon
8/14/2025Raymond James Financial Inc.50,895$1.21M0.0%+14.8%0.150%Search for SEC Filing on Google Icon
8/14/2025Quantinno Capital Management LP18,481$0.44M0.0%N/A0.054%Search for SEC Filing on Google Icon
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.18,694$0.45M0.0%-6.8%0.055%Search for SEC Filing on Google Icon
8/14/2025Alliancebernstein L.P.1,360,681$32.44M0.0%-1.6%4.008%Search for SEC Filing on Google Icon
8/14/2025The Manufacturers Life Insurance Company 320,602$7.64M0.0%-2.0%0.944%Search for SEC Filing on Google Icon
8/14/2025Sei Investments Co.13,758$0.33M0.0%-71.3%0.041%Search for SEC Filing on Google Icon
8/14/2025Federated Hermes Inc.57,442$1.37M0.0%+14.3%0.169%Search for SEC Filing on Google Icon
8/13/2025Gabelli Funds LLC18,729$0.45M0.0%N/A0.055%Search for SEC Filing on Google Icon
8/13/2025First Trust Advisors LP39,535$0.94M0.0%+70.9%0.116%Search for SEC Filing on Google Icon
8/13/2025EverSource Wealth Advisors LLC1,958$47K0.0%+27,871.4%0.006%Search for SEC Filing on Google Icon
8/13/2025Invesco Ltd.275,223$6.56M0.0%-16.3%0.811%Search for SEC Filing on Google Icon
8/13/2025Arrowstreet Capital Limited Partnership504,509$12.03M0.0%+13.4%1.486%Search for SEC Filing on Google Icon
8/13/2025Panagora Asset Management Inc.84,478$2.01M0.0%-45.7%0.249%Search for SEC Filing on Google Icon
8/13/2025Martin & Co. Inc. TN131,248$3.13M0.6%-1.1%0.387%Search for SEC Filing on Google Icon
8/13/2025Russell Investments Group Ltd.97,861$2.33M0.0%-43.8%0.288%Search for SEC Filing on Google Icon
8/12/2025Prudential Financial Inc.35,315$0.84M0.0%+5.6%0.104%Search for SEC Filing on Google Icon
8/12/2025American Century Companies Inc.140,324$3.35M0.0%-34.3%0.411%Search for SEC Filing on Google Icon
8/12/2025Rhumbline Advisers101,404$2.42M0.0%+3.7%0.297%Search for SEC Filing on Google Icon
8/12/2025Legal & General Group Plc94,931$2.26M0.0%+5.7%0.278%Search for SEC Filing on Google Icon
8/12/2025JPMorgan Chase & Co.35,262$0.84M0.0%-75.0%0.103%Search for SEC Filing on Google Icon
8/12/2025Swiss National Bank64,868$1.55M0.0%-2.0%0.190%Search for SEC Filing on Google Icon
8/12/2025Dynamic Technology Lab Private Ltd31,460$0.75M0.1%N/A0.092%Search for SEC Filing on Google Icon
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH27,318$0.65M0.0%+50.2%0.080%Search for SEC Filing on Google Icon
8/8/2025Intech Investment Management LLC34,931$0.83M0.0%-22.4%0.102%Search for SEC Filing on Google Icon
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS8,756$0.21M0.0%N/A0.026%Search for SEC Filing on Google Icon
8/8/2025Geode Capital Management LLC828,029$19.74M0.0%+0.4%2.428%Search for SEC Filing on Google Icon
8/7/2025ProShare Advisors LLC266,360$6.35M0.0%-12.4%0.781%Search for SEC Filing on Google Icon
8/7/2025Campbell & CO Investment Adviser LLC21,154$0.50M0.0%N/A0.062%Search for SEC Filing on Google Icon
8/5/2025Bank of New York Mellon Corp349,778$8.34M0.0%-1.2%1.025%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Heritage Financial logo
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. It 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. The company's 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. It also originates loans that are guaranteed by the U.S. Small Business Administration; and provides objective advice from trusted advisers. 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.
Read More on Heritage Financial

Today's Range

Now: $24.21
Low: $23.93
High: $24.30

50 Day Range

MA: $23.17
Low: $21.47
High: $24.85

52 Week Range

Now: $24.21
Low: $19.84
High: $26.65

Volume

115,581 shs

Average Volume

189,433 shs

Market Capitalization

$822.17 million

P/E Ratio

14.67

Dividend Yield

3.99%

Beta

0.52

Who are the company insiders with the largest holdings of Heritage Financial?

Heritage Financial's top insider shareholders include:
  1. Jeffrey J Deuel (CEO)
  2. Donald Hinson (CFO)
  3. Bryan Mcdonald (President)
  4. Amy E Curran (Director)
  5. Tony Chalfant (EVP)
  6. Frederick B Rivera (Director)
Learn More about top insider investors at Heritage Financial.

Who are the major institutional investors of Heritage Financial?

Heritage Financial's top institutional shareholders include:
  1. Victory Capital Management Inc. — 7.74%
  2. Vanguard Group Inc. — 6.97%
  3. Dimensional Fund Advisors LP — 5.97%
  4. Alliancebernstein L.P. — 3.96%
  5. Arrowstreet Capital Limited Partnership — 1.48%
  6. Wellington Management Group LLP — 1.36%
Learn More about top institutional investors of Heritage Financial stock.

Which institutional investors are selling Heritage Financial stock?

During the last quarter, HFWA stock was sold by these institutional investors:
  1. Kiley Juergens Wealth Management LLC
  2. Vanguard Group Inc.
  3. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC
  4. Ameriprise Financial Inc.
  5. Barclays PLC
  6. Federated Hermes Inc.
  7. Great Lakes Advisors LLC
  8. Principal Financial Group Inc.
In the last year, company insiders that have sold Heritage Financial company stock include:
  1. Jeffrey J Deuel (CEO)
  2. Donald Hinson (CFO)
  3. Bryan Mcdonald (President)
  4. Amy E Curran (Director)
Learn More investors selling Heritage Financial stock.

Which institutional investors are buying Heritage Financial stock?

During the last quarter, HFWA stock was bought by institutional investors including:
  1. Wellington Management Group LLP
  2. Algebris UK Ltd.
  3. Victory Capital Management Inc.
  4. Two Sigma Investments LP
  5. Russell Investments Group Ltd.
  6. Citadel Advisors LLC
  7. Bank of America Corp DE
  8. Universal Beteiligungs und Servicegesellschaft mbH
Within the last year, these company insiders have bought Heritage Financial stock:
  1. Jeffrey J Deuel (CEO)
  2. Donald Hinson (CFO)
Learn More investors buying Heritage Financial stock.