Heritage Financial HFWA Insider Ownership

NASDAQ HFWA
$27.53 -0.10 (-0.36%)
As of: Oct 1, 2026 · 2:14 PM EDT

Insider Holdings by Owner

755.86K Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
1.92%
▼-0.064% pp QoQ
Shares Held by Insiders
787.22K
filed for Sep 2026
▼-3.23% QoQ
Shares Outstanding
41.08Mn
41,079,781 shares
Direct Holdings
755.86K
Indirect: 31.36K
Net Shares Traded (QoQ)
-26.24K
net selling in Sep 2026
Insiders Holding Shares
25
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

HFWA's three largest insider shareholders as of September 29, 2026 are Brian L Vance (President Ceo, 102.34K shares), Jeffrey J Deuel (Ceo, 72.96K shares), Anthony Pickering (Director, 57.02K shares).

Form 4 Holdings

Insiders Holding HFWA

Insiders 25
Shares held 755.86K
Of outstanding 1.84%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 Brian L Vance President Ceo 102,342 0 102,342 13.5% 04 May, 2026
2 Jeffrey J Deuel Ceo 72,956 0 72,956 9.7% 19 Mar, 2025
3 Anthony Pickering Director 57,023 0 57,023 7.5% 01 May, 2023
4 John A Clees Director 46,724 0 46,724 6.2% 01 May, 2023
5 Brian Charneski Director 44,709 0 44,709 5.9% 04 May, 2026
6 Donald Hinson Evpand Chief Financial Officer 41,241 0 41,241 5.5% 10 Jun, 2026
7 Jeffrey S Lyon Director 40,719 0 40,719 5.4% 05 Aug, 2026
8 Bryan Mcdonald President 35,115 0 35,115 4.6% 18 Mar, 2026
9 Kimberly T Ellwanger Director 35,037 0 35,037 4.6% 04 May, 2026
10 Sabrina C Robison Evp Chief Hr Officer 32,931 0 32,931 4.4% 04 May, 2026
11 Amy E. Curran Evp Director Commercial Lend 29,958 0 29,958 4.0% 15 Jun, 2026
12 Ann Watson Director 26,121 0 26,121 3.5% 04 May, 2026
13 Gragg E Miller Director 24,950 0 24,950 3.3% 04 May, 2022
14 Deborah J Gavin Director 23,997 0 23,997 3.2% 05 May, 2025
15 Cindy M Hirman Evp Chief Banking Officer 23,006 0 23,006 3.0% 16 Mar, 2023
16 Matthew T. Ray Evp Chief Lending Officer 22,735 0 22,735 3.0% 13 Aug, 2026
17 William Glasby Evp Chief Information Officer 22,344 0 22,344 3.0% 20 Jul, 2026
18 Tony Chalfant Evp Chief Credit Officer 20,362 0 20,362 2.7% 05 Aug, 2026
19 Thomas J Henning Evp Chief Risk Officer 18,611 0 18,611 2.5% 18 Mar, 2026
20 Gail B. Giacobbe Director 9,977 0 9,977 1.3% 04 May, 2026
21 Trevor D. Dryer Director 9,977 0 9,977 1.3% 04 May, 2026
22 Frederick B Rivera Director 5,890 0 5,890 0.8% 15 Sep, 2026
23 Nicholas M Bley Evp Chief Operating Officer 3,814 0 3,814 0.5% 16 Dec, 2025
24 Kelli Ann Wilson Evp Chief Banking Officer 3,099 0 3,099 0.4% 30 Jul, 2026
25 Karen R Saunders Director 2,218 0 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

1,923 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
03 Sep, 2026 Brian Charneski Director Disposed S 13,675 $29.18 $399.09K 0 Indirect
13 Aug, 2026 Matthew T. Ray Evp Chief Lending Officer Disposed S 3,692 $30.10 $111.13K 22,735 Direct
05 Aug, 2026 Jeffrey S Lyon Director Disposed S 10,000 $30.00 $300.00K 40,719 Direct
05 Aug, 2026 Tony Chalfant Evp Chief Credit Officer Disposed S 3,234 $29.92 $96.75K 20,362 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