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HFWA Insider Trading (Heritage Financial)

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

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

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Heritage Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
6/9/2021	John A Clees	Director	Sell	3,256	$28.65	$93,284.40	45,203
5/10/2021	Brian L Vance	Director	Sell	3,667	$29.00	$106,343.00	106,367
5/4/2021	Cindy M Huntley	EVP	Sell	1,148	$28.63	$32,867.24	19,962
4/29/2021	Tony Chalfant	EVP	Sell	2,000	$28.52	$57,040.00	16,771
3/15/2021	Brian Charneski	Director	Sell	3,325	$29.69	$98,719.25
3/9/2021	Brian Charneski	Director	Sell	2,000	$29.62	$59,240.00
11/11/2020	Brian L Vance	Director	Sell	4,516	$23.79	$107,435.64	104,564
5/14/2020	Gragg E Miller	Director	Buy	1,000	$15.38	$15,380.00	21,246
5/8/2020	Jeffrey J Deuel	CEO	Buy	5,391	$18.55	$100,003.05	39,351
3/12/2020	Brian Charneski	Director	Buy	3,325	$18.42	$61,246.50	28,737
3/5/2020	Jeffrey S Lyon	Director	Buy	2,000	$23.38	$46,760.00	33,997
12/4/2019	David A Spurling	Insider	Sell	8,661	$27.47	$237,917.67	20,299
9/11/2019	Bryan Mcdonald	COO	Sell	4,000	$26.67	$106,680.00	11,119
9/10/2019	Brian L Vance	Director	Sell	2,274	$26.82	$60,988.68	98,737
6/14/2019	Lisa Banner	Director	Sell	976	$29.25	$28,548.00	731
4/29/2019	Brian L Vance	Director	Sell	3,885	$30.74	$119,424.90	101,011
3/15/2019	Brian L Vance	Director	Sell	13,621	$31.53	$429,470.13	115,630
2/6/2019	David A Spurling	Insider	Sell	711	$31.62	$22,481.82	29,358
2/6/2019	Donald Hinson	CFO	Sell	3,268	$31.60	$103,268.80	30,625
11/28/2018	Brian L Vance	Director	Sell	5,000	$34.74	$173,700.00	128,313
11/26/2018	Brian L Vance	Director	Sell	5,000	$34.49	$172,450.00	128,313
11/15/2018	Lisa Banner	Director	Sell	1,326	$33.44	$44,341.44	2,387
9/5/2018	David A Spurling	Insider	Sell	615	$36.65	$22,539.75	28,473
8/27/2018	John A Clees	Director	Sell	1,000	$36.26	$36,260.00	45,209
7/27/2018	Brian L Vance	Director	Sell	6,734	$36.29	$244,376.86	133,313
7/27/2018	Donald Hinson	CFO	Sell	1,316	$36.11	$47,520.76	31,909

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 Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/28/2021	Schroder Investment Management Group	619,423	$17.49M	0.0%	+33.5%	1.722%
5/19/2021	Squarepoint Ops LLC	9,232	$0.26M	0.0%	N/A	0.026%
5/18/2021	Forest Hill Capital LLC	327,005	$9.24M	2.8%	+17.1%	0.909%
5/18/2021	Deprince Race & Zollo Inc.	186,817	$5.28M	0.1%	+26.5%	0.519%
5/18/2021	Morgan Stanley	144,447	$4.08M	0.0%	-43.2%	0.401%
5/18/2021	Tudor Investment Corp Et Al	12,196	$0.34M	0.0%	N/A	0.034%
5/18/2021	Citadel Advisors LLC	78,472	$2.22M	0.0%	+69.1%	0.218%
5/17/2021	Great West Life Assurance Co. Can	30,789	$0.87M	0.0%	-14.2%	0.086%
5/17/2021	Royal Bank of Canada	136,573	$3.86M	0.0%	+13.4%	0.380%
5/17/2021	Price T Rowe Associates Inc. MD	3,521,245	$99.44M	0.0%	-1.6%	9.786%
5/17/2021	Captrust Financial Advisors	1,385	$39K	0.0%	N/A	0.004%
5/17/2021	Ameriprise Financial Inc.	592,602	$16.74M	0.0%	-44.8%	1.647%
5/17/2021	HRT Financial LP	44,789	$1.26M	0.0%	+308.9%	0.124%
5/17/2021	Nuveen Asset Management LLC	179,266	$5.06M	0.0%	-1.9%	0.498%
5/17/2021	Thrivent Financial for Lutherans	36,996	$1.05M	0.0%	+24.5%	0.103%
5/17/2021	Goldman Sachs Group Inc.	1,280,139	$36.15M	0.0%	+8.7%	3.558%
5/14/2021	Dimensional Fund Advisors LP	1,640,089	$46.32M	0.0%	-1.9%	4.558%
5/14/2021	TD Asset Management Inc.	43,847	$1.24M	0.0%	+6.6%	0.122%
5/14/2021	UBS Asset Management Americas Inc.	31,073	$0.88M	0.0%	-26.7%	0.086%
5/14/2021	Stifel Financial Corp	161,291	$4.56M	0.0%	+20.1%	0.448%
5/14/2021	Credit Suisse AG	46,938	$1.33M	0.0%	-22.9%	0.130%
5/13/2021	Brandywine Global Investment Management LLC	80,776	$2.28M	0.0%	-4.6%	0.224%
5/13/2021	SG Americas Securities LLC	6,042	$0.17M	0.0%	-15.4%	0.017%
5/13/2021	Barclays PLC	59,677	$1.69M	0.0%	+50.1%	0.166%
5/13/2021	Penn Capital Management Co. Inc.	47,263	$1.34M	0.1%	-45.0%	0.131%
5/13/2021	Bank of New York Mellon Corp	790,379	$22.32M	0.0%	-3.7%	2.197%
5/13/2021	Citigroup Inc.	20,558	$0.58M	0.0%	+103.6%	0.057%
5/13/2021	Bank of Montreal Can	39,407	$1.11M	0.0%	-16.8%	0.110%
5/13/2021	Baird Financial Group Inc.	49,431	$1.40M	0.0%	+1.4%	0.137%
5/13/2021	Grantham Mayo Van Otterloo & Co. LLC	17,000	$0.48M	0.0%	-51.1%	0.047%
5/12/2021	Northern Trust Corp	504,985	$14.26M	0.0%	-18.6%	1.403%
5/12/2021	Geode Capital Management LLC	606,956	$17.14M	0.0%	+9.9%	1.687%
5/12/2021	Ensign Peak Advisors Inc	8,000	$0.23M	0.0%	+175.9%	0.022%
5/12/2021	JPMorgan Chase & Co.	254,792	$7.20M	0.0%	+48.3%	0.708%
5/12/2021	Sei Investments Co.	9,459	$0.27M	0.0%	N/A	0.026%
5/12/2021	UBS Group AG	64,071	$1.81M	0.0%	+30.8%	0.178%
5/11/2021	First Horizon Advisors Inc.	1,678	$47K	0.0%	+287.5%	0.005%
5/11/2021	New York State Common Retirement Fund	34,226	$0.97M	0.0%	+6.6%	0.095%
5/10/2021	Russell Investments Group Ltd.	104,959	$2.96M	0.0%	-28.5%	0.292%
5/10/2021	State of Tennessee Treasury Department	12,801	$0.36M	0.0%	-3.8%	0.036%
5/10/2021	Rafferty Asset Management LLC	19,501	$0.55M	0.0%	N/A	0.054%
5/10/2021	Boston Partners	97,167	$2.74M	0.0%	+0.8%	0.270%
5/7/2021	BlackRock Inc.	5,286,209	$149.28M	0.0%	+0.3%	14.719%
5/7/2021	BNP Paribas Arbitrage SA	18,113	$0.51M	0.0%	+145.6%	0.050%
5/7/2021	Sowell Financial Services LLC	8,999	$0.26M	0.0%	N/A	0.025%
5/7/2021	IndexIQ Advisors LLC	14,033	$0.40M	0.0%	N/A	0.039%
5/7/2021	Brighton Jones LLC	24,773	$0.70M	0.0%	-7.7%	0.069%
5/6/2021	Rhumbline Advisers	124,403	$3.51M	0.0%	-13.3%	0.346%
5/6/2021	Alliancebernstein L.P.	1,604,368	$45.31M	0.0%	+28.1%	4.467%
5/4/2021	Victory Capital Management Inc.	639,906	$18.07M	0.0%	+24.6%	1.782%
5/3/2021	The Manufacturers Life Insurance Company	543,407	$15.35M	0.0%	+10.7%	1.513%
5/3/2021	Texas Permanent School Fund	26,832	$0.76M	0.0%	-6.9%	0.075%
4/28/2021	US Bancorp DE	1,375	$39K	0.0%	+51.8%	0.004%
4/28/2021	Comerica Bank	36,256	$1.03M	0.0%	-4.1%	0.101%
4/23/2021	Nwam LLC	55,856	$1.58M	0.2%	-14.9%	0.156%
4/22/2021	New York State Teachers Retirement System	11,296	$0.32M	0.0%	-15.7%	0.031%
4/21/2021	Knowledge Leaders Capital LLC	35,166	$0.99M	0.8%	N/A	0.098%
4/14/2021	Soundmark Wealth Management LLC	7,619	$0.22M	0.1%	N/A	0.021%
4/9/2021	State of Alaska Department of Revenue	24,308	$0.69M	0.0%	-13.0%	0.068%
3/26/2021	Susquehanna International Group LLP	11,502	$0.27M	0.0%	-30.5%	0.032%
3/8/2021	Dimensional Fund Advisors LP	1,672,421	$39.12M	0.0%	-2.6%	4.657%
2/25/2021	Dimensional Fund Advisors LP	1,672,421	$39.12M	0.0%	-2.6%	4.657%
2/23/2021	Principal Financial Group Inc.	247,031	$5.78M	0.0%	-3.8%	0.688%
2/19/2021	JPMorgan Chase & Co.	171,760	$4.02M	0.0%	+233.8%	0.478%
2/16/2021	Morgan Stanley	254,191	$5.95M	0.0%	+116.6%	0.708%
2/16/2021	Forest Hill Capital LLC	279,345	$6.53M	2.4%	+3.7%	0.778%
2/16/2021	Price T Rowe Associates Inc. MD	3,577,059	$83.67M	0.0%	+0.1%	9.961%
2/16/2021	Schroder Investment Management Group	464,058	$10.85M	0.0%	+0.2%	1.292%
2/16/2021	ExodusPoint Capital Management LP	12,938	$0.30M	0.0%	N/A	0.036%
2/16/2021	Charles Schwab Investment Management Inc.	537,680	$12.58M	0.0%	+1.5%	1.497%
2/13/2021	American International Group Inc.	24,248	$0.57M	0.0%	-2.4%	0.068%
2/12/2021	Stifel Financial Corp	134,250	$3.14M	0.0%	-0.8%	0.374%
2/12/2021	The Manufacturers Life Insurance Company	490,765	$11.48M	0.0%	-0.8%	1.367%
2/12/2021	Credit Suisse AG	60,843	$1.42M	0.0%	+15.1%	0.169%
2/12/2021	Public Sector Pension Investment Board	79,434	$1.86M	0.0%	-1.0%	0.221%
2/11/2021	Krane Funds Advisors LLC	33,763	$0.79M	0.0%	N/A	0.094%
2/11/2021	Trexquant Investment LP	11,756	$0.28M	0.0%	N/A	0.033%
2/11/2021	Northern Trust Corp	620,099	$14.51M	0.0%	-2.5%	1.727%
2/11/2021	Baird Financial Group Inc.	48,765	$1.14M	0.0%	-1.1%	0.136%
2/11/2021	Barclays PLC	39,754	$0.93M	0.0%	-8.5%	0.111%
2/11/2021	Citigroup Inc.	10,098	$0.24M	0.0%	+91.7%	0.028%
2/11/2021	Dynamic Technology Lab Private Ltd	11,163	$0.26M	0.0%	N/A	0.031%
2/11/2021	Veriti Management LLC	3,137	$73K	0.0%	N/A	0.009%
2/10/2021	Rhumbline Advisers	143,446	$3.36M	0.0%	+9.5%	0.399%
2/10/2021	Boston Partners	96,385	$2.25M	0.0%	-1.9%	0.268%
2/9/2021	Wells Fargo & Company MN	379,697	$8.88M	0.0%	-2.0%	1.057%
2/9/2021	Keybank National Association OH	34,040	$0.80M	0.0%	-10.5%	0.095%
2/9/2021	Bank of New York Mellon Corp	820,810	$19.20M	0.0%	-3.0%	2.286%
2/9/2021	ProShare Advisors LLC	371,970	$8.70M	0.0%	-1.7%	1.036%
2/8/2021	Royce & Associates LP	180,918	$4.23M	0.0%	-4.6%	0.504%
2/8/2021	Alliancebernstein L.P.	1,252,166	$29.29M	0.0%	+14.9%	3.487%
2/8/2021	Russell Investments Group Ltd.	146,879	$3.43M	0.0%	+35.8%	0.409%
2/5/2021	BlackRock Inc.	5,272,197	$123.32M	0.0%	+1.5%	14.682%
2/5/2021	Aperio Group LLC	35,290	$0.83M	0.0%	+3.5%	0.098%
2/5/2021	THB Asset Management	151,540	$3.54M	0.8%	+46.4%	0.422%
2/5/2021	SG Americas Securities LLC	7,144	$0.17M	0.0%	N/A	0.020%
2/4/2021	Boston Partners	96,385	$2.25M	0.0%	-1.9%	0.268%
2/4/2021	Texas Permanent School Fund	28,834	$0.67M	0.0%	-14.0%	0.080%
2/2/2021	First Trust Advisors LP	14,550	$0.34M	0.0%	-77.0%	0.041%
2/1/2021	Victory Capital Management Inc.	513,497	$12.01M	0.0%	-5.4%	1.430%

Data available starting January 2016

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.

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:

Brian L Vance (Director)
John A Clees (Director)
Jeffrey J Deuel (CEO)
Jeffrey S Lyon (Director)
Brian Charneski (Director)
Gragg E Miller (Director)
David A Spurling (Insider)
Cindy M Huntley (EVP)
Tony Chalfant (EVP)
Bryan Mcdonald (COO)

Who are the major institutional investors of Heritage Financial?

Heritage Financial's top institutional shareholders include:

BlackRock Inc. — 14.72%
Price T Rowe Associates Inc. MD — 9.79%
Dimensional Fund Advisors LP — 4.56%
Alliancebernstein L.P. — 4.47%
Goldman Sachs Group Inc. — 3.56%
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:

Ameriprise Financial Inc.
Northern Trust Corp
Morgan Stanley
Price T Rowe Associates Inc. MD
Russell Investments Group Ltd.
Penn Capital Management Co. Inc.
Dimensional Fund Advisors LP
Bank of New York Mellon Corp

In the last year, company insiders that have sold Heritage Financial company stock include:

Brian L Vance (Director)
John A Clees (Director)
Jeffrey J Deuel (CEO)
Jeffrey S Lyon (Director)
Brian Charneski (Director)

Which institutional investors are buying Heritage Financial stock?

During the last quarter, HFWA stock was bought by institutional investors including:

Alliancebernstein L.P.
Schroder Investment Management Group
Victory Capital Management Inc.
Goldman Sachs Group Inc.
JPMorgan Chase & Co.
Geode Capital Management LLC
The Manufacturers Life Insurance Company
Forest Hill Capital LLC

Within the last year, these company insiders have bought Heritage Financial stock:

Brian L Vance (Director)
John A Clees (Director)
Jeffrey J Deuel (CEO)
Jeffrey S Lyon (Director)

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