HFWA Insider Trading

Insider Ownership Percentage: 1.80%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $448,030.74

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: $25.28
Price Change: Price Decrease of -0.37 (-1.44%)
As of 07/11/2025 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
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  
11/4/2022Cindy M. HuntleyEVPSell1,193$32.61$38,903.7319,815View SEC Filing Icon  
11/2/2022Brian L. VanceDirectorSell5,148$32.73$168,494.0492,365View SEC Filing Icon  
10/31/2022Brian CharneskiDirectorSell2,000$33.67$67,340.0031,732View SEC Filing Icon  
10/26/2022John A. CleesDirectorSell2,000$31.55$63,100.0044,916View SEC Filing Icon  
10/24/2022Tony ChalfantEVPSell3,124$31.38$98,031.1216,143View 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
7/11/2025Marshall & Sullivan Inc. WA6,144$0.15M0.1%N/A0.018%Search for SEC Filing on Google Icon
6/27/2025Goldman Sachs Group Inc.161,214$3.92M0.0%-56.7%0.473%Search for SEC Filing on Google Icon
6/18/2025Voya Investment Management LLC38,048$0.93M0.0%+34.2%0.112%Search for SEC Filing on Google Icon
5/29/2025Rhumbline Advisers97,786$2.38M0.0%-6.4%0.287%Search for SEC Filing on Google Icon
5/28/2025Strs Ohio25,200$0.61M0.0%N/A0.074%Search for SEC Filing on Google Icon
5/19/2025Jane Street Group LLC107,482$2.62M0.0%+437.3%0.315%Search for SEC Filing on Google Icon
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC78,130$1.90M0.0%+7.4%0.229%Search for SEC Filing on Google Icon
5/16/2025Empowered Funds LLC123,798$3.01M0.0%+4.2%0.363%Search for SEC Filing on Google Icon
5/16/2025Great Lakes Advisors LLC189,044$4.60M0.0%-14.2%0.554%Search for SEC Filing on Google Icon
5/16/2025Goldman Sachs Group Inc.161,214$3.92M0.0%-56.7%0.473%Search for SEC Filing on Google Icon
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.20,060$0.49M0.0%+4.6%0.059%Search for SEC Filing on Google Icon
5/16/2025Bridgeway Capital Management LLC246,298$5.99M0.2%+2.0%0.722%Search for SEC Filing on Google Icon
5/16/2025Alliancebernstein L.P.1,382,473$33.64M0.0%-7.6%4.053%Search for SEC Filing on Google Icon
5/16/2025AQR Capital Management LLC238,210$5.80M0.0%-11.7%0.698%Search for SEC Filing on Google Icon
5/16/2025Amundi13,669$0.31M0.0%-19.2%0.040%Search for SEC Filing on Google Icon
5/15/2025Royal Bank of Canada88,143$2.14M0.0%-5.1%0.258%Search for SEC Filing on Google Icon
5/15/2025Baird Financial Group Inc.49,816$1.21M0.0%+13.1%0.146%Search for SEC Filing on Google Icon
5/15/2025Panagora Asset Management Inc.155,661$3.79M0.0%+15.1%0.456%Search for SEC Filing on Google Icon
5/15/2025Trexquant Investment LP116,930$2.85M0.0%+73.1%0.343%Search for SEC Filing on Google Icon
5/14/2025Ieq Capital LLC12,115$0.30M0.0%+8.3%0.036%Search for SEC Filing on Google Icon
5/14/2025Keeley Teton Advisors LLC19,802$0.48M0.1%+36.4%0.058%Search for SEC Filing on Google Icon
5/14/2025Rafferty Asset Management LLC28,517$0.69M0.0%-3.0%0.084%Search for SEC Filing on Google Icon
5/14/2025Comerica Bank16,064$0.39M0.0%-2.9%0.047%Search for SEC Filing on Google Icon
5/14/2025Penn Capital Management Company LLC25,948$0.63M0.1%N/A0.076%Search for SEC Filing on Google Icon
5/14/2025Hotchkis & Wiley Capital Management LLC291,900$7.10M0.0%-9.7%0.856%Search for SEC Filing on Google Icon
5/14/2025Martingale Asset Management L P21,200$0.52M0.0%-26.9%0.062%Search for SEC Filing on Google Icon
5/13/2025Northern Trust Corp412,199$10.03M0.0%-5.0%1.209%Search for SEC Filing on Google Icon
5/13/2025Versor Investments LP38,000$0.93M0.2%N/A0.111%Search for SEC Filing on Google Icon
5/13/2025American Century Companies Inc.213,628$5.20M0.0%-23.2%0.626%Search for SEC Filing on Google Icon
5/13/2025Lord Abbett & CO. LLC316,149$7.69M0.0%-0.4%0.927%Search for SEC Filing on Google Icon
5/13/2025Russell Investments Group Ltd.174,151$4.24M0.0%+21.0%0.511%Search for SEC Filing on Google Icon
5/12/2025Public Sector Pension Investment Board107,826$2.62M0.0%+26.7%0.316%Search for SEC Filing on Google Icon
5/12/2025Nuveen LLC102,381$2.49M0.0%N/A0.300%Search for SEC Filing on Google Icon
5/12/2025Invesco Ltd.328,781$8M0.0%-11.0%0.964%Search for SEC Filing on Google Icon
5/12/2025Zions Bancorporation National Association UT6,847$0.17M0.0%N/A0.020%Search for SEC Filing on Google Icon
5/12/2025Swiss National Bank66,168$1.61M0.0%-2.2%0.194%Search for SEC Filing on Google Icon
5/12/2025Maryland State Retirement & Pension System9,919$0.24M0.0%-14.9%0.029%Search for SEC Filing on Google Icon
5/9/2025Deutsche Bank AG26,907$0.66M0.0%-9.9%0.079%Search for SEC Filing on Google Icon
5/9/2025Charles Schwab Investment Management Inc.323,754$7.88M0.0%-74.1%0.952%Search for SEC Filing on Google Icon
5/9/2025Vanguard Group Inc.2,410,536$58.65M0.0%-1.1%7.092%Search for SEC Filing on Google Icon
5/8/2025Federated Hermes Inc.50,243$1.22M0.0%+5.7%0.148%Search for SEC Filing on Google Icon
5/6/2025Royce & Associates LP166,120$4.04M0.0%-26.2%0.489%Search for SEC Filing on Google Icon
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH18,192$0.44M0.0%N/A0.054%Search for SEC Filing on Google Icon
5/6/2025Y Intercept Hong Kong Ltd34,684$0.84M0.1%N/A0.102%Search for SEC Filing on Google Icon
5/5/2025Jackson Creek Investment Advisors LLC61,861$1.51M0.5%N/A0.182%Search for SEC Filing on Google Icon
5/5/2025Jennison Associates LLC2,752,114$66.96M0.0%+24.7%8.097%Search for SEC Filing on Google Icon
5/2/2025Victory Capital Management Inc.1,480,997$36.03M0.0%+15,727.7%4.357%Search for SEC Filing on Google Icon
5/1/2025CWM LLC4,042$98K0.0%+14.8%0.012%Search for SEC Filing on Google Icon
5/1/2025Louisiana State Employees Retirement System16,000$0.39M0.0%-3.0%0.047%Search for SEC Filing on Google Icon
4/29/2025Bank of New York Mellon Corp354,123$8.62M0.0%-3.5%1.042%Search for SEC Filing on Google Icon
4/28/2025Principal Financial Group Inc.193,820$4.72M0.0%+2.2%0.570%Search for SEC Filing on Google Icon
4/28/2025Keybank National Association OH58,674$1.43M0.0%+17.7%0.173%Search for SEC Filing on Google Icon
4/24/2025Diversified Trust Co8,795$0.21M0.0%N/A0.026%Search for SEC Filing on Google Icon
4/21/2025Kiley Juergens Wealth Management LLC234,065$5.70M1.5%-0.8%0.689%Search for SEC Filing on Google Icon
4/21/2025State of Alaska Department of Revenue18,835$0.46M0.0%-3.0%0.055%Search for SEC Filing on Google Icon
4/17/2025Brighton Jones LLC11,864$0.29M0.0%+5.0%0.035%Search for SEC Filing on Google Icon
4/15/2025Assenagon Asset Management S.A.21,083$0.51M0.0%-79.9%0.062%Search for SEC Filing on Google Icon
4/15/2025GAMMA Investing LLC2,972$72K0.0%+45.3%0.009%Search for SEC Filing on Google Icon
4/8/2025Rhumbline Advisers97,786$2.38M0.0%-6.4%0.288%Search for SEC Filing on Google Icon
4/7/2025GAMMA Investing LLC72,309$17.59M0.0%+3,435.9%0.213%Search for SEC Filing on Google Icon
3/18/2025California State Teachers Retirement System32,194$0.79M0.0%-1.8%0.095%Search for SEC Filing on Google Icon
2/20/2025Mackenzie Financial Corp22,326$0.55M0.0%N/A0.065%Search for SEC Filing on Google Icon
2/19/2025Public Employees Retirement System of Ohio3,989$98K0.0%+475.6%0.012%Search for SEC Filing on Google Icon
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC72,713$1.78M0.0%+41.6%0.213%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Advisers LP141,146$3.46M0.0%-4.5%0.413%Search for SEC Filing on Google Icon
2/17/2025Two Sigma Investments LP127,093$3.11M0.0%-15.7%0.372%Search for SEC Filing on Google Icon
2/17/2025Rafferty Asset Management LLC29,396$0.72M0.0%-26.0%0.086%Search for SEC Filing on Google Icon
2/17/2025Point72 Asia Singapore Pte. Ltd.3,553$87K0.0%+519.0%0.010%Search for SEC Filing on Google Icon
2/17/2025Point72 Asset Management L.P.7,900$0.19M0.0%+81.6%0.023%Search for SEC Filing on Google Icon
2/17/2025ProShare Advisors LLC304,469$7.46M0.0%-7.1%0.892%Search for SEC Filing on Google Icon
2/17/2025Occudo Quantitative Strategies LP11,637$0.29M0.1%-7.1%0.034%Search for SEC Filing on Google Icon
2/17/2025Millennium Management LLC34,619$0.85M0.0%-24.7%0.101%Search for SEC Filing on Google Icon
2/17/2025Deutsche Bank AG29,871$0.73M0.0%+60.1%0.087%Search for SEC Filing on Google Icon
2/17/2025Deprince Race & Zollo Inc.153,259$3.76M0.1%N/A0.449%Search for SEC Filing on Google Icon
2/17/2025Cubist Systematic Strategies LLC23,129$0.57M0.0%+96.9%0.068%Search for SEC Filing on Google Icon
2/17/2025Bridgeway Capital Management LLC241,351$5.91M0.1%+2.4%0.707%Search for SEC Filing on Google Icon
2/17/2025Bank of America Corp DE147,887$3.62M0.0%+45.5%0.433%Search for SEC Filing on Google Icon
2/17/2025BNP Paribas Financial Markets33,825$0.83M0.0%-2.4%0.099%Search for SEC Filing on Google Icon
2/17/2025Ameriprise Financial Inc.381,247$9.34M0.0%-31.4%1.116%Search for SEC Filing on Google Icon
2/14/2025Jane Street Group LLC20,003$0.49M0.0%-69.3%0.059%Search for SEC Filing on Google Icon
2/14/2025Comerica Bank16,549$0.41M0.0%-2.9%0.048%Search for SEC Filing on Google Icon
2/14/2025AQR Capital Management LLC269,759$6.61M0.0%-2.2%0.790%Search for SEC Filing on Google Icon
2/14/2025Northern Trust Corp433,678$10.63M0.0%+1.5%1.270%Search for SEC Filing on Google Icon
2/14/2025The Manufacturers Life Insurance Company329,605$8.08M0.0%-1.7%0.965%Search for SEC Filing on Google Icon
2/14/2025Tudor Investment Corp ET AL61,356$1.50M0.0%N/A0.180%Search for SEC Filing on Google Icon
2/14/2025Lord Abbett & CO. LLC317,381$7.78M0.0%-0.9%0.929%Search for SEC Filing on Google Icon
2/14/2025Voya Investment Management LLC28,345$0.69M0.0%+27.9%0.083%Search for SEC Filing on Google Icon
2/14/2025Price T Rowe Associates Inc. MD29,901$0.73M0.0%+6.8%0.088%Search for SEC Filing on Google Icon
2/14/2025Stifel Financial Corp8,367$0.21M0.0%N/A0.025%Search for SEC Filing on Google Icon
2/14/2025State of Tennessee Department of Treasury16,212$0.40M0.0%+79.4%0.047%Search for SEC Filing on Google Icon
2/14/2025Tower Research Capital LLC TRC1,459$36K0.0%-74.1%0.004%Search for SEC Filing on Google Icon
2/14/2025MetLife Investment Management LLC20,710$0.51M0.0%+10.2%0.061%Search for SEC Filing on Google Icon
2/14/2025Dimensional Fund Advisors LP2,068,354$50.67M0.0%+1.6%6.057%Search for SEC Filing on Google Icon
2/14/2025First Trust Advisors LP25,156$0.62M0.0%+20.5%0.074%Search for SEC Filing on Google Icon
2/13/2025CANADA LIFE ASSURANCE Co34,250$0.84M0.0%-8.8%0.100%Search for SEC Filing on Google Icon
2/13/2025Marshall Wace LLP57,646$1.41M0.0%N/A0.169%Search for SEC Filing on Google Icon
2/13/2025Keeley Teton Advisors LLC14,519$0.36M0.0%-13.7%0.043%Search for SEC Filing on Google Icon
2/13/2025Barclays PLC70,900$1.74M0.0%-3.3%0.208%Search for SEC Filing on Google Icon
2/13/2025Sterling Capital Management LLC1,064$26K0.0%+794.1%0.003%Search for SEC Filing on Google Icon
2/13/2025Martingale Asset Management L P29,000$0.71M0.0%N/A0.085%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: $25.28
Low: $25.26
High: $25.51

50 Day Range

MA: $23.74
Low: $22.32
High: $25.65

52 Week Range

Now: $25.28
Low: $19.26
High: $27.58

Volume

104,092 shs

Average Volume

210,392 shs

Market Capitalization

$862.20 million

P/E Ratio

17.08

Dividend Yield

3.74%

Beta

0.54

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. Brian Charneski (Director)
  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. Marshall & Sullivan Inc. WA — 0.02%
Learn More about top institutional investors of Heritage Financial stock.

Which institutional investors are buying Heritage Financial stock?

In the last quarter, HFWA stock was bought by institutional investors including:
  1. Marshall & Sullivan Inc. WA
In 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.