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HFWA Insider Trading (Heritage Financial)

Insider Ownership Percentage: 1.80%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $554,929.53

Heritage Financial Insider Trading History Chart

Heritage Financial Share Price & Price History

$24.67
▼ -0.62 (-2.45%)
As of 06/22/2021 02:39 PM ET
Days: 30 | 90 | 365
Revealed: A Real Solution for Depression?
Depression is the leading cause of disability worldwide. For nearly 100 million people… there's no known solution. That's right. Nearly one-third of the world's 322 million people suffering from depression have no existing treatment. But that's all about to change.
Here's how you could capitalize off this

Heritage Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/9/2021John A CleesDirectorSell3,256$28.65$93,284.4045,203View SEC Filing Icon  
5/10/2021Brian L VanceDirectorSell3,667$29.00$106,343.00106,367View SEC Filing Icon  
5/4/2021Cindy M HuntleyEVPSell1,148$28.63$32,867.2419,962View SEC Filing Icon  
4/29/2021Tony ChalfantEVPSell2,000$28.52$57,040.0016,771View SEC Filing Icon  
3/15/2021Brian CharneskiDirectorSell3,325$29.69$98,719.25View SEC Filing Icon  
3/9/2021Brian CharneskiDirectorSell2,000$29.62$59,240.00
11/11/2020Brian L VanceDirectorSell4,516$23.79$107,435.64104,564View SEC Filing Icon  
5/14/2020Gragg E MillerDirectorBuy1,000$15.38$15,380.0021,246View SEC Filing Icon  
5/8/2020Jeffrey J DeuelCEOBuy5,391$18.55$100,003.0539,351View SEC Filing Icon  
3/12/2020Brian CharneskiDirectorBuy3,325$18.42$61,246.5028,737View SEC Filing Icon  
3/5/2020Jeffrey S LyonDirectorBuy2,000$23.38$46,760.0033,997View SEC Filing Icon  
12/4/2019David A SpurlingInsiderSell8,661$27.47$237,917.6720,299View SEC Filing Icon  
9/11/2019Bryan McdonaldCOOSell4,000$26.67$106,680.0011,119View SEC Filing Icon  
9/10/2019Brian L VanceDirectorSell2,274$26.82$60,988.6898,737View SEC Filing Icon  
6/14/2019Lisa BannerDirectorSell976$29.25$28,548.00731View SEC Filing Icon  
4/29/2019Brian L VanceDirectorSell3,885$30.74$119,424.90101,011View SEC Filing Icon  
3/15/2019Brian L VanceDirectorSell13,621$31.53$429,470.13115,630View SEC Filing Icon  
2/6/2019David A SpurlingInsiderSell711$31.62$22,481.8229,358View SEC Filing Icon  
2/6/2019Donald HinsonCFOSell3,268$31.60$103,268.8030,625View SEC Filing Icon  
11/28/2018Brian L VanceDirectorSell5,000$34.74$173,700.00128,313View SEC Filing Icon  
11/26/2018Brian L VanceDirectorSell5,000$34.49$172,450.00128,313View SEC Filing Icon  
11/15/2018Lisa BannerDirectorSell1,326$33.44$44,341.442,387View SEC Filing Icon  
9/5/2018David A SpurlingInsiderSell615$36.65$22,539.7528,473View SEC Filing Icon  
8/27/2018John A CleesDirectorSell1,000$36.26$36,260.0045,209View SEC Filing Icon  
7/27/2018Brian L VanceDirectorSell6,734$36.29$244,376.86133,313View SEC Filing Icon  
7/27/2018Donald HinsonCFOSell1,316$36.11$47,520.7631,909View SEC Filing Icon  
See Full Table

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

80.60% 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

Heritage Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/28/2021Schroder Investment Management Group619,423$17.49M0.0%+33.5%1.722%Search for SEC Filing on Google Icon
5/19/2021Squarepoint Ops LLC9,232$0.26M0.0%N/A0.026%Search for SEC Filing on Google Icon
5/18/2021Forest Hill Capital LLC327,005$9.24M2.8%+17.1%0.909%Search for SEC Filing on Google Icon
5/18/2021Deprince Race & Zollo Inc.186,817$5.28M0.1%+26.5%0.519%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley144,447$4.08M0.0%-43.2%0.401%Search for SEC Filing on Google Icon
5/18/2021Tudor Investment Corp Et Al12,196$0.34M0.0%N/A0.034%Search for SEC Filing on Google Icon
5/18/2021Citadel Advisors LLC78,472$2.22M0.0%+69.1%0.218%Search for SEC Filing on Google Icon
5/17/2021Great West Life Assurance Co. Can30,789$0.87M0.0%-14.2%0.086%Search for SEC Filing on Google Icon
5/17/2021Royal Bank of Canada136,573$3.86M0.0%+13.4%0.380%Search for SEC Filing on Google Icon
5/17/2021Price T Rowe Associates Inc. MD3,521,245$99.44M0.0%-1.6%9.786%Search for SEC Filing on Google Icon
5/17/2021Captrust Financial Advisors1,385$39K0.0%N/A0.004%Search for SEC Filing on Google Icon
5/17/2021Ameriprise Financial Inc.592,602$16.74M0.0%-44.8%1.647%Search for SEC Filing on Google Icon
5/17/2021HRT Financial LP44,789$1.26M0.0%+308.9%0.124%Search for SEC Filing on Google Icon
5/17/2021Nuveen Asset Management LLC179,266$5.06M0.0%-1.9%0.498%Search for SEC Filing on Google Icon
5/17/2021Thrivent Financial for Lutherans36,996$1.05M0.0%+24.5%0.103%Search for SEC Filing on Google Icon
5/17/2021Goldman Sachs Group Inc.1,280,139$36.15M0.0%+8.7%3.558%Search for SEC Filing on Google Icon
5/14/2021Dimensional Fund Advisors LP1,640,089$46.32M0.0%-1.9%4.558%Search for SEC Filing on Google Icon
5/14/2021TD Asset Management Inc.43,847$1.24M0.0%+6.6%0.122%Search for SEC Filing on Google Icon
5/14/2021UBS Asset Management Americas Inc.31,073$0.88M0.0%-26.7%0.086%Search for SEC Filing on Google Icon
5/14/2021Stifel Financial Corp161,291$4.56M0.0%+20.1%0.448%Search for SEC Filing on Google Icon
5/14/2021Credit Suisse AG46,938$1.33M0.0%-22.9%0.130%Search for SEC Filing on Google Icon
5/13/2021Brandywine Global Investment Management LLC80,776$2.28M0.0%-4.6%0.224%Search for SEC Filing on Google Icon
5/13/2021SG Americas Securities LLC6,042$0.17M0.0%-15.4%0.017%Search for SEC Filing on Google Icon
5/13/2021Barclays PLC59,677$1.69M0.0%+50.1%0.166%Search for SEC Filing on Google Icon
5/13/2021Penn Capital Management Co. Inc.47,263$1.34M0.1%-45.0%0.131%Search for SEC Filing on Google Icon
5/13/2021Bank of New York Mellon Corp790,379$22.32M0.0%-3.7%2.197%Search for SEC Filing on Google Icon
5/13/2021Citigroup Inc.20,558$0.58M0.0%+103.6%0.057%Search for SEC Filing on Google Icon
5/13/2021Bank of Montreal Can39,407$1.11M0.0%-16.8%0.110%Search for SEC Filing on Google Icon
5/13/2021Baird Financial Group Inc.49,431$1.40M0.0%+1.4%0.137%Search for SEC Filing on Google Icon
5/13/2021Grantham Mayo Van Otterloo & Co. LLC17,000$0.48M0.0%-51.1%0.047%Search for SEC Filing on Google Icon
5/12/2021Northern Trust Corp504,985$14.26M0.0%-18.6%1.403%Search for SEC Filing on Google Icon
5/12/2021Geode Capital Management LLC606,956$17.14M0.0%+9.9%1.687%Search for SEC Filing on Google Icon
5/12/2021Ensign Peak Advisors Inc8,000$0.23M0.0%+175.9%0.022%Search for SEC Filing on Google Icon
5/12/2021JPMorgan Chase & Co.254,792$7.20M0.0%+48.3%0.708%Search for SEC Filing on Google Icon
5/12/2021Sei Investments Co.9,459$0.27M0.0%N/A0.026%Search for SEC Filing on Google Icon
5/12/2021UBS Group AG64,071$1.81M0.0%+30.8%0.178%Search for SEC Filing on Google Icon
5/11/2021First Horizon Advisors Inc.1,678$47K0.0%+287.5%0.005%Search for SEC Filing on Google Icon
5/11/2021New York State Common Retirement Fund34,226$0.97M0.0%+6.6%0.095%Search for SEC Filing on Google Icon
5/10/2021Russell Investments Group Ltd.104,959$2.96M0.0%-28.5%0.292%Search for SEC Filing on Google Icon
5/10/2021State of Tennessee Treasury Department12,801$0.36M0.0%-3.8%0.036%Search for SEC Filing on Google Icon
5/10/2021Rafferty Asset Management LLC19,501$0.55M0.0%N/A0.054%Search for SEC Filing on Google Icon
5/10/2021Boston Partners97,167$2.74M0.0%+0.8%0.270%Search for SEC Filing on Google Icon
5/7/2021BlackRock Inc.5,286,209$149.28M0.0%+0.3%14.719%Search for SEC Filing on Google Icon
5/7/2021BNP Paribas Arbitrage SA18,113$0.51M0.0%+145.6%0.050%Search for SEC Filing on Google Icon
5/7/2021Sowell Financial Services LLC8,999$0.26M0.0%N/A0.025%Search for SEC Filing on Google Icon
5/7/2021IndexIQ Advisors LLC14,033$0.40M0.0%N/A0.039%Search for SEC Filing on Google Icon
5/7/2021Brighton Jones LLC24,773$0.70M0.0%-7.7%0.069%Search for SEC Filing on Google Icon
5/6/2021Rhumbline Advisers124,403$3.51M0.0%-13.3%0.346%Search for SEC Filing on Google Icon
5/6/2021Alliancebernstein L.P.1,604,368$45.31M0.0%+28.1%4.467%Search for SEC Filing on Google Icon
5/4/2021Victory Capital Management Inc.639,906$18.07M0.0%+24.6%1.782%Search for SEC Filing on Google Icon
5/3/2021The Manufacturers Life Insurance Company543,407$15.35M0.0%+10.7%1.513%Search for SEC Filing on Google Icon
5/3/2021Texas Permanent School Fund26,832$0.76M0.0%-6.9%0.075%Search for SEC Filing on Google Icon
4/28/2021US Bancorp DE1,375$39K0.0%+51.8%0.004%Search for SEC Filing on Google Icon
4/28/2021Comerica Bank36,256$1.03M0.0%-4.1%0.101%Search for SEC Filing on Google Icon
4/23/2021Nwam LLC55,856$1.58M0.2%-14.9%0.156%Search for SEC Filing on Google Icon
4/22/2021New York State Teachers Retirement System11,296$0.32M0.0%-15.7%0.031%Search for SEC Filing on Google Icon
4/21/2021Knowledge Leaders Capital LLC35,166$0.99M0.8%N/A0.098%Search for SEC Filing on Google Icon
4/14/2021Soundmark Wealth Management LLC7,619$0.22M0.1%N/A0.021%Search for SEC Filing on Google Icon
4/9/2021State of Alaska Department of Revenue24,308$0.69M0.0%-13.0%0.068%Search for SEC Filing on Google Icon
3/26/2021Susquehanna International Group LLP11,502$0.27M0.0%-30.5%0.032%Search for SEC Filing on Google Icon
3/8/2021Dimensional Fund Advisors LP1,672,421$39.12M0.0%-2.6%4.657%Search for SEC Filing on Google Icon
2/25/2021Dimensional Fund Advisors LP1,672,421$39.12M0.0%-2.6%4.657%Search for SEC Filing on Google Icon
2/23/2021Principal Financial Group Inc.247,031$5.78M0.0%-3.8%0.688%Search for SEC Filing on Google Icon
2/19/2021JPMorgan Chase & Co.171,760$4.02M0.0%+233.8%0.478%Search for SEC Filing on Google Icon
2/16/2021Morgan Stanley254,191$5.95M0.0%+116.6%0.708%Search for SEC Filing on Google Icon
2/16/2021Forest Hill Capital LLC279,345$6.53M2.4%+3.7%0.778%Search for SEC Filing on Google Icon
2/16/2021Price T Rowe Associates Inc. MD3,577,059$83.67M0.0%+0.1%9.961%Search for SEC Filing on Google Icon
2/16/2021Schroder Investment Management Group464,058$10.85M0.0%+0.2%1.292%Search for SEC Filing on Google Icon
2/16/2021ExodusPoint Capital Management LP12,938$0.30M0.0%N/A0.036%Search for SEC Filing on Google Icon
2/16/2021Charles Schwab Investment Management Inc.537,680$12.58M0.0%+1.5%1.497%Search for SEC Filing on Google Icon
2/13/2021American International Group Inc.24,248$0.57M0.0%-2.4%0.068%Search for SEC Filing on Google Icon
2/12/2021Stifel Financial Corp134,250$3.14M0.0%-0.8%0.374%Search for SEC Filing on Google Icon
2/12/2021The Manufacturers Life Insurance Company490,765$11.48M0.0%-0.8%1.367%Search for SEC Filing on Google Icon
2/12/2021Credit Suisse AG60,843$1.42M0.0%+15.1%0.169%Search for SEC Filing on Google Icon
2/12/2021Public Sector Pension Investment Board79,434$1.86M0.0%-1.0%0.221%Search for SEC Filing on Google Icon
2/11/2021Krane Funds Advisors LLC33,763$0.79M0.0%N/A0.094%Search for SEC Filing on Google Icon
2/11/2021Trexquant Investment LP11,756$0.28M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/11/2021Northern Trust Corp620,099$14.51M0.0%-2.5%1.727%Search for SEC Filing on Google Icon
2/11/2021Baird Financial Group Inc.48,765$1.14M0.0%-1.1%0.136%Search for SEC Filing on Google Icon
2/11/2021Barclays PLC39,754$0.93M0.0%-8.5%0.111%Search for SEC Filing on Google Icon
2/11/2021Citigroup Inc.10,098$0.24M0.0%+91.7%0.028%Search for SEC Filing on Google Icon
2/11/2021Dynamic Technology Lab Private Ltd11,163$0.26M0.0%N/A0.031%Search for SEC Filing on Google Icon
2/11/2021Veriti Management LLC3,137$73K0.0%N/A0.009%Search for SEC Filing on Google Icon
2/10/2021Rhumbline Advisers143,446$3.36M0.0%+9.5%0.399%Search for SEC Filing on Google Icon
2/10/2021Boston Partners96,385$2.25M0.0%-1.9%0.268%Search for SEC Filing on Google Icon
2/9/2021Wells Fargo & Company MN379,697$8.88M0.0%-2.0%1.057%Search for SEC Filing on Google Icon
2/9/2021Keybank National Association OH34,040$0.80M0.0%-10.5%0.095%Search for SEC Filing on Google Icon
2/9/2021Bank of New York Mellon Corp820,810$19.20M0.0%-3.0%2.286%Search for SEC Filing on Google Icon
2/9/2021ProShare Advisors LLC371,970$8.70M0.0%-1.7%1.036%Search for SEC Filing on Google Icon
2/8/2021Royce & Associates LP180,918$4.23M0.0%-4.6%0.504%Search for SEC Filing on Google Icon
2/8/2021Alliancebernstein L.P.1,252,166$29.29M0.0%+14.9%3.487%Search for SEC Filing on Google Icon
2/8/2021Russell Investments Group Ltd.146,879$3.43M0.0%+35.8%0.409%Search for SEC Filing on Google Icon
2/5/2021BlackRock Inc.5,272,197$123.32M0.0%+1.5%14.682%Search for SEC Filing on Google Icon
2/5/2021Aperio Group LLC35,290$0.83M0.0%+3.5%0.098%Search for SEC Filing on Google Icon
2/5/2021THB Asset Management151,540$3.54M0.8%+46.4%0.422%Search for SEC Filing on Google Icon
2/5/2021SG Americas Securities LLC7,144$0.17M0.0%N/A0.020%Search for SEC Filing on Google Icon
2/4/2021Boston Partners96,385$2.25M0.0%-1.9%0.268%Search for SEC Filing on Google Icon
2/4/2021Texas Permanent School Fund28,834$0.67M0.0%-14.0%0.080%Search for SEC Filing on Google Icon
2/2/2021First Trust Advisors LP14,550$0.34M0.0%-77.0%0.041%Search for SEC Filing on Google Icon
2/1/2021Victory Capital Management Inc.513,497$12.01M0.0%-5.4%1.430%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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. The company 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. Its 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. The company also originates loans that are guaranteed by the U.S. Small Business Administration; and offers trust services, as well as objective advice. As of January 07, 2021, it had a network of 61 banking offices located in Washington and Oregon. 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: $24.67
$24.47
$25.39

50 Day Range

MA: $28.19
$24.59
$29.49

52 Week Range

Now: $24.67
$17.36
$30.86

Volume

1,052 shs

Average Volume

132,154 shs

Market Capitalization

$887.65 million

P/E Ratio

14.95

Dividend Yield

3.25%

Beta

0.81

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 A Clees (Director)
  3. Jeffrey J Deuel (CEO)
  4. Jeffrey S Lyon (Director)
  5. Brian Charneski (Director)
  6. Gragg E Miller (Director)
  7. David A Spurling (Insider)
  8. Cindy M Huntley (EVP)
  9. Tony Chalfant (EVP)
  10. Bryan Mcdonald (COO)

Who are the major institutional investors of Heritage Financial?

Heritage Financial's top institutional shareholders include:
  1. BlackRock Inc. — 14.72%
  2. Price T Rowe Associates Inc. MD — 9.79%
  3. Dimensional Fund Advisors LP — 4.56%
  4. Alliancebernstein L.P. — 4.47%
  5. Goldman Sachs Group Inc. — 3.56%
  6. Bank of New York Mellon Corp — 2.20%

Which institutional investors are selling Heritage Financial stock?

During the last quarter, HFWA stock was sold by these institutional investors:
  1. Ameriprise Financial Inc.
  2. Northern Trust Corp
  3. Morgan Stanley
  4. Price T Rowe Associates Inc. MD
  5. Russell Investments Group Ltd.
  6. Penn Capital Management Co. Inc.
  7. Dimensional Fund Advisors LP
  8. Bank of New York Mellon Corp
In the last year, company insiders that have sold Heritage Financial company stock include:
  1. Brian L Vance (Director)
  2. John A Clees (Director)
  3. Jeffrey J Deuel (CEO)
  4. Jeffrey S Lyon (Director)
  5. Brian Charneski (Director)

Which institutional investors are buying Heritage Financial stock?

During the last quarter, HFWA stock was bought by institutional investors including:
  1. Alliancebernstein L.P.
  2. Schroder Investment Management Group
  3. Victory Capital Management Inc.
  4. Goldman Sachs Group Inc.
  5. JPMorgan Chase & Co.
  6. Geode Capital Management LLC
  7. The Manufacturers Life Insurance Company
  8. Forest Hill Capital LLC
Within the last year, these company insiders have bought Heritage Financial stock:
  1. Brian L Vance (Director)
  2. John A Clees (Director)
  3. Jeffrey J Deuel (CEO)
  4. Jeffrey S Lyon (Director)
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