Heritage Financial HFWA Insider Ownership

NASDAQ HFWA

$28.41 +0.04 (+0.14%)

As of: Sep 10, 2026 · 3:59 PM EDT

Insider Holdings by Owner

757.16K Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

2.29%

▼-0.072% pp QoQ

Shares Held by Insiders

788.52K

filed for Sep 2026

▼-3.07% QoQ

Shares Outstanding

34.41Mn

34,413,386 shares

Direct Holdings

757.16K

Indirect: 31.36K

Net Shares Traded (QoQ)

-24.94K

net selling in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold

Latest quarter —

Net over range —

Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 09, 2026, the three largest insider holders of HFWA are Brian L Vance (President Ceo, 102.34K shares), Brian L Vance (President Ceo, 102.34K shares), Brian L Vance (President Ceo, 100.12K shares).

A detailed ownership breakdown for Heritage Financial is not available at this time.
Per Business Quant data, insider ownership at Heritage Financial represents 198.02% of total outstanding shares, amounting to 813.46K shares out of 41.08Mn outstanding.
These positions in HFWA fell 2.05% from last quarter, with total shares declining from 830.48K to 813.46K.
Among Heritage Financial's top brass, William Glasby (Evp Chief Information Officer) was the biggest buyer, purchasing 12.81K shares during the 90-day period from June 11, 2026 to September 09, 2026.
Conversely, William Glasby (Evp Chief Information Officer) led selling activity at Heritage Financial, with 16.19K shares sold over the same period ending September 09, 2026.

Form 4 Holdings

Insiders Holding HFWA

Insiders 25

Shares held 757.16K

Of outstanding 2.20%

#	Insider	Position	Direct	Total	Share of Insiders	Last Filed
1	Brian L Vance	President Ceo	102,342	102,342	13.5%	04 May, 2026
2	Jeffrey J Deuel	Ceo	72,956	72,956	9.6%	19 Mar, 2025
3	Anthony Pickering	Director	57,023	57,023	7.5%	01 May, 2023
4	John A Clees	Director	46,724	46,724	6.2%	01 May, 2023
5	Brian Charneski	Director	44,709	44,709	5.9%	04 May, 2026
6	Donald Hinson	Evpand Chief Financial Officer	41,241	41,241	5.4%	10 Jun, 2026
7	Jeffrey S Lyon	Director	40,719	40,719	5.4%	05 Aug, 2026
8	Bryan Mcdonald	President	35,115	35,115	4.6%	18 Mar, 2026
9	Kimberly T Ellwanger	Director	35,037	35,037	4.6%	04 May, 2026
10	Sabrina C Robison	Evp Chief Hr Officer	32,931	32,931	4.3%	04 May, 2026
11	Amy E. Curran	Evp Director Commercial Lend	29,958	29,958	4.0%	15 Jun, 2026
12	Ann Watson	Director	26,121	26,121	3.4%	04 May, 2026
13	Gragg E Miller	Director	24,950	24,950	3.3%	04 May, 2022
14	Deborah J Gavin	Director	23,997	23,997	3.2%	05 May, 2025
15	Cindy M Hirman	Evp Chief Banking Officer	23,006	23,006	3.0%	16 Mar, 2023
16	Matthew T. Ray	Evp Chief Lending Officer	22,735	22,735	3.0%	13 Aug, 2026
17	William Glasby	Evp Chief Information Officer	22,344	22,344	3.0%	20 Jul, 2026
18	Tony Chalfant	Evp Chief Credit Officer	20,362	20,362	2.7%	05 Aug, 2026
19	Thomas J Henning	Evp Chief Risk Officer	18,611	18,611	2.5%	18 Mar, 2026
20	Gail B. Giacobbe	Director	9,977	9,977	1.3%	04 May, 2026
21	Trevor D. Dryer	Director	9,977	9,977	1.3%	04 May, 2026
22	Frederick B Rivera	Director	7,190	7,190	0.9%	04 May, 2026
23	Nicholas M Bley	Evp Chief Operating Officer	3,814	3,814	0.5%	16 Dec, 2025
24	Kelli Ann Wilson	Evp Chief Banking Officer	3,099	3,099	0.4%	30 Jul, 2026
25	Karen R Saunders	Director	2,218	2,218	0.3%	04 May, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

4,262 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
13 Aug, 2026	Matthew T. Ray	Evp Chief Lending Officer	Disposed S	3,692	$30.10	$111.13K	22,735	Direct
05 Aug, 2026	Tony Chalfant	Evp Chief Credit Officer	Disposed S	3,234	$29.92	$96.75K	20,362	Direct
05 Aug, 2026	Jeffrey S Lyon	Director	Disposed S	10,000	$30.00	$300.00K	40,719	Direct
30 Jul, 2026	Kelli Ann Wilson	Evp Chief Banking Officer	Disposed S	3,778	$29.69	$112.18K	3,099	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	265	$30.52	$8.09K	13,173	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	265	$30.52	$8.09K	13,438	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	264	$30.52	$8.06K	13,702	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	264	$30.52	$8.06K	13,966	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	302	$30.52	$9.22K	14,268	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	301	$30.52	$9.19K	14,569	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	301	$30.52	$9.19K	14,870	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	301	$30.52	$9.19K	15,171	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	1,824	$30.52	$55.67K	16,995	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	1,595	$30.52	$48.68K	18,590	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	1,595	$30.52	$48.68K	20,185	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	1,846	$30.52	$56.34K	22,031	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	1,846	$30.52	$56.34K	23,877	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Acquired M	1,846	$30.52	$56.34K	25,723	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Disposed F	3,379	$30.52	$103.13K	22,344	Direct
17 Jul, 2026	William Glasby	Evp Chief Information Officer	Disposed M	265	$30.52	$8.09K	793	Direct

Showing 1 to 20 of 4,262 transactions