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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): $226,740.20

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: $24.69
Price Change: ▼ Price Decrease of -0.33 (-1.32%)
As of 03/20/2026 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
2/11/2026Tony ChalfantEVPSell4,668$27.65$129,070.2019,870View SEC Filing Icon  
2/3/2026Frederick B. RiveraDirectorSell1,800$26.31$47,358.004,972View SEC Filing Icon  
1/26/2026Kelli Ann WilsonEVPSell1,900$26.48$50,312.003,778View SEC Filing Icon  
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
2/19/2026Invesco Ltd.264,519$6.26M0.0%+2.8%0.779%Search for SEC Filing on Google Icon
2/18/2026State of Tennessee Department of Treasury8,026$0.21M0.0%-7.3%0.024%Search for SEC Filing on Google Icon
2/18/2026EP Wealth Advisors LLC16,261$0.39M0.0%N/A0.048%Search for SEC Filing on Google Icon
2/18/2026Empowered Funds LLC152,515$3.61M0.0%+10.7%0.449%Search for SEC Filing on Google Icon
2/18/2026Wellington Management Group LLP97,035$2.30M0.0%-79.1%0.286%Search for SEC Filing on Google Icon
2/18/2026Tudor Investment Corp ET AL13,762$0.33M0.0%N/A0.041%Search for SEC Filing on Google Icon
2/18/2026Odyssean LLC24,168$0.57M0.4%N/A0.071%Search for SEC Filing on Google Icon
2/18/2026Bridgeway Capital Management LLC275,015$6.50M0.1%+5.7%0.810%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC171,160$4.05M0.0%+32.7%0.504%Search for SEC Filing on Google Icon
2/17/2026Price T Rowe Associates Inc. MD43,248$1.02M0.0%+9.2%0.127%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.184,108$4.35M0.0%+30.7%0.542%Search for SEC Filing on Google Icon
2/17/2026Atom Investors LP13,048$0.31M0.0%N/A0.038%Search for SEC Filing on Google Icon
2/17/2026Royal Bank of Canada76,449$1.81M0.0%-4.7%0.225%Search for SEC Filing on Google Icon
2/16/2026Barclays PLC64,554$1.53M0.0%+28.8%0.190%Search for SEC Filing on Google Icon
2/16/2026Basswood Capital Management L.L.C.607,105$14.36M0.6%+163.1%1.788%Search for SEC Filing on Google Icon
2/13/2026The Manufacturers Life Insurance Company 314,186$7.43M0.0%-1.2%0.925%Search for SEC Filing on Google Icon
2/13/2026Fourthstone LLC25,100$0.59M0.1%N/A0.074%Search for SEC Filing on Google Icon
2/13/2026Martin & Co. Inc. TN135,443$3.20M0.5%+2.2%0.399%Search for SEC Filing on Google Icon
2/13/2026Public Sector Pension Investment Board117,717$2.78M0.0%-11.1%0.347%Search for SEC Filing on Google Icon
2/13/2026Rafferty Asset Management LLC26,101$0.62M0.0%-9.3%0.077%Search for SEC Filing on Google Icon
2/13/2026Charles Schwab Investment Management Inc.326,536$7.72M0.0%-0.4%0.962%Search for SEC Filing on Google Icon
2/13/2026State Street Corp1,573,458$37.21M0.0%+3.2%4.633%Search for SEC Filing on Google Icon
2/13/2026Victory Capital Management Inc.2,435,692$57.60M0.0%-7.3%7.172%Search for SEC Filing on Google Icon
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC48,090$1.14M0.0%-6.4%0.142%Search for SEC Filing on Google Icon
2/13/2026Wells Fargo & Company MN43,106$1.02M0.0%+50.7%0.127%Search for SEC Filing on Google Icon
2/13/2026Lord Abbett & CO. LLC277,749$6.57M0.0%-15.0%0.818%Search for SEC Filing on Google Icon
2/12/2026Jane Street Group LLC49,868$1.18M0.0%+6.5%0.147%Search for SEC Filing on Google Icon
2/12/2026State Board of Administration of Florida Retirement System9,909$0.23M0.0%-11.3%0.029%Search for SEC Filing on Google Icon
2/12/2026Renaissance Technologies LLC277,953$6.57M0.0%-2.8%0.819%Search for SEC Filing on Google Icon
2/12/2026Dimensional Fund Advisors LP1,978,610$46.80M0.0%-2.4%5.827%Search for SEC Filing on Google Icon
2/12/2026Federated Hermes Inc.37,848$0.90M0.0%+15.2%0.111%Search for SEC Filing on Google Icon
2/12/2026Great Lakes Advisors LLC167,708$3.97M0.0%+2.1%0.494%Search for SEC Filing on Google Icon
2/12/2026Nuveen LLC234,551$5.55M0.0%-4.2%0.691%Search for SEC Filing on Google Icon
2/11/2026Empowered Funds LLC152,515$3.61M0.0%+10.7%0.449%Search for SEC Filing on Google Icon
2/11/2026Deutsche Bank AG28,546$0.68M0.0%+7.7%0.084%Search for SEC Filing on Google Icon
2/10/2026Goldman Sachs Group Inc.189,644$4.49M0.0%+38.7%0.558%Search for SEC Filing on Google Icon
2/10/2026Intech Investment Management LLC14,014$0.33M0.0%-61.0%0.041%Search for SEC Filing on Google Icon
2/9/2026Geode Capital Management LLC842,598$19.93M0.0%+0.5%2.481%Search for SEC Filing on Google Icon
2/9/2026Penn Capital Management Company LLC22,735$0.54M0.0%-13.4%0.067%Search for SEC Filing on Google Icon
2/9/2026Royce & Associates LP126,639$3M0.0%-25.1%0.373%Search for SEC Filing on Google Icon
2/9/2026Hantz Financial Services Inc.1,042$25K0.0%-36.9%0.003%Search for SEC Filing on Google Icon
2/6/2026Algebris UK Ltd.520,686$12.32M0.6%+16.8%1.533%Search for SEC Filing on Google Icon
2/6/2026ProShare Advisors LLC251,929$5.96M0.0%-2.0%0.742%Search for SEC Filing on Google Icon
2/4/2026Pacific Ridge Capital Partners LLC43,925$1.04M0.2%+4.7%0.129%Search for SEC Filing on Google Icon
1/30/2026Jennison Associates LLC3,107,165$73.48M0.0%+0.9%9.149%Search for SEC Filing on Google Icon
1/29/2026Comerica Bank11,717$0.28M0.0%-13.9%0.035%Search for SEC Filing on Google Icon
1/29/2026UBS Group AG106,516$2.52M0.0%+8.2%0.314%Search for SEC Filing on Google Icon
1/29/2026Teachers Retirement System of The State of Kentucky8,597$0.20M0.0%-11.5%0.025%Search for SEC Filing on Google Icon
1/29/2026Vanguard Group Inc.2,412,325$57.05M0.0%+1.9%7.103%Search for SEC Filing on Google Icon
1/28/2026Arizona State Retirement System9,451$0.22M0.0%-6.2%0.028%Search for SEC Filing on Google Icon
1/28/2026Universal Beteiligungs und Servicegesellschaft mbH59,865$1.42M0.0%+3.1%0.176%Search for SEC Filing on Google Icon
1/26/2026CWM LLC8,249$0.20M0.0%+7.7%0.024%Search for SEC Filing on Google Icon
1/23/2026State of Alaska Department of Revenue21,839$0.52M0.0%+18.4%0.064%Search for SEC Filing on Google Icon
1/23/2026Deprince Race & Zollo Inc.120,867$2.86M0.1%+71.4%0.356%Search for SEC Filing on Google Icon
1/21/2026Yousif Capital Management LLC9,122$0.23M0.0%-13.0%0.027%Search for SEC Filing on Google Icon
1/9/2026SG Americas Securities LLC17,471$0.41M0.0%+218.9%0.051%Search for SEC Filing on Google Icon
1/5/2026GAMMA Investing LLC5,171$0.12M0.0%+20.8%0.015%Search for SEC Filing on Google Icon
1/1/2026JPMorgan Chase & Co.36,996$0.90M0.0%+4.9%0.109%Search for SEC Filing on Google Icon
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
Data available starting January 2016

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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: $24.69
Low: $24.62
High: $25.28

50 Day Range

MA: $26.31
Low: $23.85
High: $28.38

52 Week Range

Now: $24.69
Low: $19.84
High: $28.98

Volume

2,213,198 shs

Average Volume

287,092 shs

Market Capitalization

$1.02 billion

P/E Ratio

12.60

Dividend Yield

3.88%

Beta

0.51

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)
  7. Kelli Ann Wilson (EVP)
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. Jennison Associates LLC — 9.15%
  2. Victory Capital Management Inc. — 7.17%
  3. Vanguard Group Inc. — 7.10%
  4. Dimensional Fund Advisors LP — 5.83%
  5. State Street Corp — 4.63%
  6. Geode Capital Management LLC — 2.48%
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. Wellington Management Group LLP
  2. Victory Capital Management Inc.
  3. Dimensional Fund Advisors LP
  4. Lord Abbett & CO. LLC
  5. Royce & Associates LP
  6. Simplex Trading LLC
  7. Intech Investment Management LLC
  8. Public Sector Pension Investment Board
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)
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. Basswood Capital Management L.L.C.
  2. Algebris UK Ltd.
  3. Goldman Sachs Group Inc.
  4. Deprince Race & Zollo Inc.
  5. State Street Corp
  6. Vanguard Group Inc.
  7. Russell Investments Group Ltd.
  8. AQR Capital Management LLC