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HFWA Insider Trading

Insider Ownership Percentage: 1.49%
Insider Buying (Last 12 Months): $426,445.92
Insider Selling (Last 12 Months): $992,938.04

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: $28.09
Price Change: ▲ Price Increase of +0.08 (0.29%)
As of 09/17/2026 04:00 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
9/15/2026Frederick B. RiveraDirectorSell1,300$28.57$37,141.005,890View SEC Filing Icon  
8/13/2026Matthew T RayEVPSell3,692$30.10$111,129.2022,735View SEC Filing Icon  
8/5/2026Jeffrey S. LyonDirectorSell10,000$30.00$300,000.0040,719View SEC Filing Icon  
8/5/2026Tony ChalfantEVPSell3,234$29.92$96,761.2820,362View SEC Filing Icon  
7/30/2026Kelli Ann WilsonEVPSell3,778$29.69$112,168.823,099View SEC Filing Icon  
6/9/2026Donald HinsonCFOSell3,842$28.37$108,997.5441,241View SEC Filing Icon  
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  
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
9/9/2026Tidal Investments LLC14,132$0.42M0.0%N/A0.035%Search for SEC Filing on Google Icon
9/9/2026Integrated Wealth Concepts LLC2,293$68K0.0%N/A0.006%Search for SEC Filing on Google Icon
9/9/2026Squarepoint Ops LLC7,210$0.21M0.0%N/A0.018%Search for SEC Filing on Google Icon
9/8/2026Arizona State Retirement System11,349$0.34M0.0%+21.7%0.028%Search for SEC Filing on Google Icon
8/20/2026Nwam LLC49,474$1.47M0.1%-1.8%0.121%Search for SEC Filing on Google Icon
8/20/2026Susquehanna Fundamental Investments LLC36,594$1.08M0.0%-9.2%0.089%Search for SEC Filing on Google Icon
8/20/2026Penn Capital Management Company LLC20,310$0.60M0.0%-10.7%0.050%Search for SEC Filing on Google Icon
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC47,172$1.40M0.0%-5.9%0.115%Search for SEC Filing on Google Icon
8/19/2026Wellington Management Group LLP528,113$15.64M0.0%-15.9%1.291%Search for SEC Filing on Google Icon
8/18/2026Empowered Funds LLC178,912$5.30M0.0%N/A0.437%Search for SEC Filing on Google Icon
8/17/2026Bank of America Corp DE187,594$5.56M0.0%N/A0.458%Search for SEC Filing on Google Icon
8/17/2026Basswood Capital Management L.L.C.689,010$20.41M0.8%N/A1.684%Search for SEC Filing on Google Icon
8/15/2026Odyssean LLC31,917$0.95M0.2%N/A0.078%Search for SEC Filing on Google Icon
8/15/2026Jupiter Topco LLC15,340$0.45M0.0%N/A0.037%Search for SEC Filing on Google Icon
8/14/2026Legal & General Group Plc89,971$2.67M0.0%N/A0.220%Search for SEC Filing on Google Icon
8/14/2026The Manufacturers Life Insurance Company308,640$9.14M0.0%N/A0.754%Search for SEC Filing on Google Icon
8/13/2026Connor Clark & Lunn Investment Management Ltd.85,784$2.54M0.0%N/A0.210%Search for SEC Filing on Google Icon
8/12/2026Martin & Co. Inc. TN136,107$4.03M0.6%N/A0.333%Search for SEC Filing on Google Icon
8/12/2026EP Wealth Advisors LLC18,069$0.54M0.0%N/A0.044%Search for SEC Filing on Google Icon
8/12/2026Heartland Advisors Inc.275,000$8.15M0.4%N/A0.672%Search for SEC Filing on Google Icon
8/11/2026Allworth Financial LP1,347$40K0.0%N/A0.003%Search for SEC Filing on Google Icon
8/11/2026Algebris UK Ltd.469,403$13.86M0.9%N/A1.139%Search for SEC Filing on Google Icon
8/10/2026Great Lakes Advisors LLC155,487$4.61M0.0%N/A0.377%Search for SEC Filing on Google Icon
8/7/2026BlackRock Inc.5,811,114$172.13M0.0%N/A14.098%Search for SEC Filing on Google Icon
8/7/2026Deutsche Bank AG44,651$1.32M0.0%N/A0.108%Search for SEC Filing on Google Icon
8/6/2026Global Retirement Partners LLC3,220$95K0.0%N/A0.008%Search for SEC Filing on Google Icon
8/6/2026Bank of New York Mellon Corp398,963$11.82M0.0%N/A0.968%Search for SEC Filing on Google Icon
7/7/2026GAMMA Investing LLC6,519$0.19M0.0%+12.2%0.016%Search for SEC Filing on Google Icon
5/19/2026Bank of America Corp DE210,438$5.47M0.0%-4.5%0.511%Search for SEC Filing on Google Icon
5/18/2026Rhino Investment Partners Inc330,459$8.59M2.4%+77.7%0.802%Search for SEC Filing on Google Icon
5/18/2026Empowered Funds LLC166,079$4.32M0.0%+8.9%0.403%Search for SEC Filing on Google Icon
5/16/2026The Manufacturers Life Insurance Company309,353$8.04M0.0%-1.5%0.750%Search for SEC Filing on Google Icon
5/16/2026Quantinno Capital Management LP55,145$1.43M0.0%+29.9%0.134%Search for SEC Filing on Google Icon
5/16/2026Lazard Asset Management LLC40,326$1.05M0.0%+21.7%0.098%Search for SEC Filing on Google Icon
5/14/2026Renaissance Technologies LLC188,341$4.90M0.0%-32.2%0.457%Search for SEC Filing on Google Icon
5/14/2026Arrowstreet Capital Limited Partnership433,512$11.27M0.0%-14.0%1.052%Search for SEC Filing on Google Icon
5/14/2026Sei Investments Co.79,334$2.06M0.0%+74.4%0.192%Search for SEC Filing on Google Icon
5/13/2026First Trust Advisors LP33,264$0.87M0.0%+17.1%0.081%Search for SEC Filing on Google Icon
5/7/2026Dimensional Fund Advisors LP1,956,477$50.87M0.0%-1.1%4.757%Search for SEC Filing on Google Icon
5/7/2026Swiss National Bank67,168$1.75M0.0%+1.5%0.163%Search for SEC Filing on Google Icon
5/6/2026Jennison Associates LLC3,213,473$83.55M0.1%+3.4%7.813%Search for SEC Filing on Google Icon
5/5/2026Bank of New York Mellon Corp379,395$9.86M0.0%+3.5%0.922%Search for SEC Filing on Google Icon
5/5/2026Illinois Municipal Retirement Fund18,381$0.48M0.0%+2.9%0.045%Search for SEC Filing on Google Icon
5/5/2026Nwam LLC50,362$1.31M0.1%-5.4%0.122%Search for SEC Filing on Google Icon
5/4/2026Principal Financial Group Inc.199,588$5.19M0.0%+0.2%0.485%Search for SEC Filing on Google Icon
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,170$0.26M0.0%N/A0.025%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp13,475$0.35M0.0%+3,337.5%0.033%Search for SEC Filing on Google Icon
4/30/2026Oregon Public Employees Retirement Fund9,378$0.24M0.0%+20.6%0.023%Search for SEC Filing on Google Icon
4/29/2026Kiley Juergens Wealth Management LLC175,051$4.55M0.8%-1.4%0.426%Search for SEC Filing on Google Icon
4/25/2026Strs Ohio19,200$0.50M0.0%-14.7%0.047%Search for SEC Filing on Google Icon
4/25/2026Keybank National Association OH66,614$1.73M0.0%+2.4%0.162%Search for SEC Filing on Google Icon
4/24/2026Deprince Race & Zollo Inc.131,566$3.42M0.1%+8.9%0.320%Search for SEC Filing on Google Icon
4/22/2026Sterling Capital Management LLC1,130$29K0.0%-43.9%0.003%Search for SEC Filing on Google Icon
4/21/2026Louisiana State Employees Retirement System18,200$0.47M0.0%N/A0.044%Search for SEC Filing on Google Icon
4/16/2026SG Americas Securities LLC19,571$0.51M0.0%+12.0%0.048%Search for SEC Filing on Google Icon
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
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: $28.09
Low: $27.88
High: $28.24

50 Day Range

MA: $29.41
Low: $28.01
High: $31.25

52 Week Range

Now: $28.09
Low: $21.32
High: $31.25

Volume

459,749 shs

Average Volume

354,864 shs

Market Capitalization

$1.15 billion

P/E Ratio

13.38

Dividend Yield

3.51%

Beta

0.48

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

Heritage Financial's top insider shareholders include:
  1. Brian L Vance (Director)
  2. John Clees (Director)
  3. Jeffrey J Deuel (CEO)
  4. John A Clees (Director)
  5. Jeffrey J Deuel (EVP)
  6. Anthony Pickering (Director)
  7. Gary B Christensen (Director)
  8. Donald Hinson (CFO)
  9. Jeffrey S Lyon (Director)
  10. Brian Charneski (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. BlackRock Inc. — 14.10%
  2. Basswood Capital Management L.L.C. — 1.68%
  3. Wellington Management Group LLP — 1.29%
  4. Algebris UK Ltd. — 1.14%
  5. Bank of New York Mellon Corp — 0.97%
  6. The Manufacturers Life Insurance Company — 0.75%
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. Susquehanna Fundamental Investments LLC
  3. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
  4. Penn Capital Management Company LLC
  5. Nwam LLC
In the last year, company insiders that have sold Heritage Financial company stock include:
  1. Donald Hinson (CFO)
  2. Jeffrey S Lyon (Director)
  3. Matthew T Ray (EVP)
  4. Tony Chalfant (EVP)
  5. Frederick B Rivera (Director)
  6. Kelli Ann Wilson (EVP)
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. BlackRock Inc.
  2. Basswood Capital Management L.L.C.
  3. Algebris UK Ltd.
  4. Bank of New York Mellon Corp
  5. The Manufacturers Life Insurance Company
  6. Heartland Advisors Inc.
  7. Bank of America Corp DE
  8. Capital Square LLC

Heritage Financial Active Insiders

Frederick B Rivera
Frederick B Rivera
CEO and Founder
1 recent trades
Jeffrey J Deuel
Jeffrey J Deuel
CEO & Director
Amy E Curran
Amy E Curran
Executive Vice President Director of Commercial Lending
Bryan Mcdonald
Bryan Mcdonald (Age 54)
President
Donald Hinson
Donald Hinson
EVP, CFO
1 recent trades
Brian Charneski
Brian Charneski
Director
John A Clees
John A Clees
Director
Brian L Vance
Brian L Vance (Age 72)
Director
Jeffrey S Lyon
Jeffrey S Lyon
Director
1 recent trades
Tony Chalfant
Tony Chalfant (Age 64)
EVP
1 recent trades
Cindy M Huntley
Cindy M Huntley (Age 62)
EVP
Kelli Ann Wilson
Kelli Ann Wilson
EVP
1 recent trades
Matthew T Ray
Matthew T Ray
EVP
1 recent trades