Heritage Financial Corp /Wa/ (HFWA) Insider Ownership

Historic Insider Ownership Trends

As of May 23, 2026, the three largest insider holders of HFWA are Brian L Vance (President Ceo, 100.12K shares), Jeffrey J Deuel (Ceo, 72.96K shares), Anthony Pickering (Director, 57.02K shares).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
Holder Position Shares (Direct) Shares (Indirect) Report Date
Brian Charneski - 42,491 0 02 May, 2025
John A Clees - 46,724 0 01 May, 2023
Jeffrey S Lyon - 48,501 0 02 May, 2025
Brian L Vance President Ceo 100,124 0 02 May, 2025
Anthony Pickering - 57,023 0 01 May, 2023
Kimberly T Ellwanger - 32,819 0 02 May, 2025
Donald Hinson Evpand Chief Financial Officer 45,083 0 18 Mar, 2026
Gragg E Miller - 24,950 0 04 May, 2022
Jeffrey J Deuel Ceo 72,956 0 19 Mar, 2025
Bryan Mcdonald President 35,115 0 18 Mar, 2026
Ann Watson - 23,903 0 02 May, 2025
Deborah J Gavin - 23,997 0 05 May, 2025
Cindy M Hirman Evp Chief Banking Officer 23,006 0 16 Mar, 2023
Sabrina C Robison Evp Chief Hr Officer 33,647 0 18 Mar, 2026
Thomas J Henning Evp Chief Risk Officer 18,611 0 18 Mar, 2026
William Glasby Evp Chief Information Officer 12,908 0 18 Mar, 2026
Tony Chalfant Evp Chief Credit Officer 22,415 0 18 Mar, 2026
Frederick B Rivera - 4,972 0 03 Feb, 2026
Trevor D. Dryer - 7,759 0 02 May, 2025
Gail B. Giacobbe - 7,759 0 02 May, 2025
Amy E. Curran Evp Director Commercial Lend 29,453 0 18 Mar, 2026
Kelli Ann Wilson Evp Chief Banking Officer 6,877 0 18 Mar, 2026
Matthew T. Ray Evp Chief Lending Officer 26,427 0 18 Mar, 2026
Nicholas M Bley Evp Chief Operating Officer 3,814 0 16 Dec, 2025

* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
16 Mar, 2026 Matthew T. Ray Common Stock A 504 $24.89 23,164 D M
16 Mar, 2026 William Glasby Common Stock A 302 $24.89 9,257 D M
16 Mar, 2026 Thomas J Henning Common Stock A 1,440 $24.89 15,873 D M
16 Mar, 2026 Tony Chalfant Common Stock A 1,227 $24.89 21,097 D M
16 Mar, 2026 Kelli Ann Wilson Common Stock A 490 $24.89 4,268 D M
16 Mar, 2026 Kelli Ann Wilson Common Stock A 490 $24.89 4,268 D M
16 Mar, 2026 Donald Hinson Common Stock A 850 $24.89 42,937 D M
16 Mar, 2026 Sabrina C Robison Common Stock A 1,147 $24.89 31,500 D M
16 Mar, 2026 Bryan Mcdonald Common Stock A 1,115 $24.89 32,178 D M
16 Mar, 2026 Matthew T. Ray Common Stock A 504 $24.89 23,164 D M
16 Mar, 2026 Thomas J Henning Common Stock A 1,440 $24.89 15,873 D M
16 Mar, 2026 Sabrina C Robison Common Stock A 1,147 $24.89 31,500 D M
16 Mar, 2026 Donald Hinson Common Stock A 850 $24.89 42,937 D M
16 Mar, 2026 Amy E. Curran Common Stock A 155 $24.89 25,486 D M
16 Mar, 2026 Thomas J Henning Common Stock A 530 $24.89 16,403 D M
16 Mar, 2026 Kelli Ann Wilson Common Stock A 530 $24.89 4,798 D M
16 Mar, 2026 Amy E. Curran Common Stock A 776 $24.89 26,262 D M
16 Mar, 2026 Bryan Mcdonald Common Stock A 1,743 $24.89 33,921 D M
16 Mar, 2026 Kelli Ann Wilson Common Stock A 530 $24.89 4,798 D M
16 Mar, 2026 Sabrina C Robison Common Stock A 265 $24.89 31,765 D M