Bryan Mcdonald Biography and Net Worth

President of Heritage Financial

Mr. McDonald is the President and CEO of Heritage Financial Corporation and Heritage Bank. He was promoted to President and CEO of Heritage Financial Corporation effective May 6, 2025 at which time he was also appointed to the Board of Directors. He was promoted to President and CEO of Heritage Bank effective July 1, 2024. Mr. McDonald was promoted to Executive Vice President and Chief Operating Officer of Heritage Bank effective July 1, 2018 and then promoted to President and Chief Operating Officer of Heritage Bank effective July 1, 2021. Mr. McDonald joined Heritage as Executive Vice President and Chief Lending Officer as a result of the merger between Heritage Financial and Washington Banking Company effective May 1, 2014. Previously, with Whidbey Island Bank he held the position of President and Chief Executive Officer of Whidbey Island Bank from January 2012 to May 2014. He joined Whidbey Island Bank in 2006 as Commercial Banking Manager and was promoted to Chief Operating Officer in 2010. Mr. McDonald has extensive executive leadership experience in various sales, credit, operations, commercial banking and residential real estate areas.

What is Bryan Mcdonald's net worth?: The estimated net worth of Bryan Mcdonald is at least $880.99 thousand as of November 20th, 2025. Mcdonald owns 31,363 shares of Heritage Financial stock worth more than $880,987 as of February 16th. This net worth approximation does not reflect any other investments that Mcdonald may own. Learn More about Bryan Mcdonald's net worth.
How do I contact Bryan Mcdonald?: The corporate mailing address for Mcdonald and other Heritage Financial executives is 201 FIFTH AVENUE S.W., OLYMPIA WA, 98501. Heritage Financial can also be reached via phone at (360) 943-1500 and via email at [email protected]. Learn More on Bryan Mcdonald's contact information.
Has Bryan Mcdonald been buying or selling shares of Heritage Financial?: Bryan Mcdonald has not been actively trading shares of Heritage Financial in the last ninety days. Most recently, on Thursday, November 20th, Bryan Mcdonald bought 19,106 shares of Heritage Financial stock. The stock was acquired at an average cost of $22.32 per share, with a total value of $426,445.92. Following the completion of the transaction, the president now directly owns 31,363 shares of the company's stock, valued at $700,022.16. Learn More on Bryan Mcdonald's trading history.
Who are Heritage Financial's active insiders?: Heritage Financial's insider roster includes Tony Chalfant (EVP), Brian Charneski (Director), John Clees (Director), Amy Curran (Executive Vice President Director of Commercial Lending), Jeffrey Deuel (CEO & Director), Donald Hinson (EVP, CFO), Cindy Huntley (EVP), Jeffrey Lyon (Director), Bryan Mcdonald (President), Frederick Rivera (CEO and Founder), Brian Vance (Director), and Kelli Wilson (EVP). Learn More on Heritage Financial's active insiders.
Are insiders buying or selling shares of Heritage Financial?: In the last twelve months, Heritage Financial insiders bought shares 1 times. They purchased a total of 19,106 shares worth more than $426,445.92. In the last twelve months, insiders at the financial services provider sold shares 6 times. They sold a total of 19,679 shares worth more than $494,213.44. The most recent insider tranaction occured on February, 11th when EVP Tony Chalfant sold 4,668 shares worth more than $129,070.20. Insiders at Heritage Financial own 1.9% of the company. Learn More about insider trades at Heritage Financial.
Information on this page was last updated on 2/11/2026.

Bryan Mcdonald Insider Trading History at Heritage Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/20/2025	Buy	19,106	$22.32	$426,445.92	31,363
9/11/2019	Sell	4,000	$26.67	$106,680.00	11,119
11/14/2016	Sell	1,262	$21.09	$26,615.58	20,662
9/9/2016	Sell	5,286	$18.41	$97,315.26	21,158
12/10/2015	Sell	5,090	$18.50	$94,165.00	21,413
12/7/2015	Sell	210	$19.00	$3,990.00	26,710

Bryan Mcdonald Buying and Selling Activity at Heritage Financial

Heritage Financial Company Overview

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.

Today's Range

Now: $28.09

$27.47

$28.28

50 Day Range

MA: $25.46

$23.65

$28.19

2 Week Range

Now: $28.09

$19.84

$28.44

Volume

231,574 shs

Average Volume

286,379 shs

Market Capitalization

$953.94 million

P/E Ratio

14.33

Dividend Yield

3.42%

Beta

0.53