Over the 90-day window ending December 31, 2025, Heritage Financial's three dominant insider ownership positions are held by Evp Chief Hr Officer Sabrina C Robison (30.35K shares), Chief Credit Officer David A Spurling (25.77K shares), Evp Director Commercial Lend Amy E. Curran (25.33K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Brian L Vance | 100,124 | 02 May, 2025 | |
| Jeffrey J Deuel | Ceo | 72,956 | 19 Mar, 2025 |
| Bryan Mcdonald | President | 62,426 | 19 Mar, 2025 |
| Anthony Pickering | 57,023 | 01 May, 2023 | |
| Brian Charneski | 56,166 | 02 May, 2025 | |
| Jeffrey S Lyon | 48,501 | 02 May, 2025 | |
| John A Clees | 46,724 | 01 May, 2023 | |
| Donald Hinson | Evpand Chief Financial Officer | 42,087 | 18 Mar, 2025 |
| Stephen Dennis | 34,104 | 05 May, 2021 | |
| Kimberly T Ellwanger | 32,819 | 02 May, 2025 | |
| Sabrina C Robison | Evp Chief Hr Officer | 30,353 | 16 Dec, 2025 |
| David A Spurling | Chief Credit Officer | 25,770 | 16 Mar, 2021 |
| Amy E. Curran | Evp Director Commercial Lend | 25,331 | 17 Jun, 2025 |
| Gragg E Miller | 24,950 | 04 May, 2022 | |
| Tony Chalfant | Evp Chief Credit Officer | 24,538 | 17 Jun, 2025 |
| Deborah J Gavin | 23,997 | 05 May, 2025 | |
| Ann Watson | 23,903 | 02 May, 2025 | |
| Cindy M Hirman | Evp Chief Banking Officer | 23,006 | 16 Mar, 2023 |
| Matthew T. Ray | Evp Chief Lending Officer | 22,660 | 16 Dec, 2025 |
| Thomas J Henning | Evp Chief Risk Officer | 14,433 | 16 Dec, 2025 |
| William Glasby | Evp Chief Information Officer | 8,955 | 16 Dec, 2025 |
| Trevor D. Dryer | 7,759 | 02 May, 2025 | |
| Gail B. Giacobbe | 7,759 | 02 May, 2025 | |
| Frederick B Rivera | 6,772 | 02 May, 2025 | |
| Kelli Ann Wilson | Evp Chief Banking Officer | 5,678 | 17 Jun, 2025 |
| Nicholas M Bley | Evp Chief Operating Officer | 3,814 | 16 Dec, 2025 |
| Steven A Gahler | Evp Chief Marketing Officer | 342 | 16 Mar, 2021 |
* 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.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 15 Dec, 2025 | Nicholas M Bley | Common Stock | A | 4,857 | $25.43 | 4,857 | D | M |
| 15 Dec, 2025 | Matthew T. Ray | Common Stock | A | 832 | $25.43 | 22,838 | D | M |
| 15 Dec, 2025 | Thomas J Henning | Common Stock | A | 495 | $25.43 | 14,512 | D | M |
| 15 Dec, 2025 | William Glasby | Common Stock | A | 265 | $25.43 | 8,995 | D | M |
| 15 Dec, 2025 | Sabrina C Robison | Common Stock | A | 247 | $25.43 | 30,392 | D | M |
| 15 Dec, 2025 | Nicholas M Bley | Common Stock | D | 1,043 | $25.43 | 3,814 | D | F |
| 15 Dec, 2025 | Sabrina C Robison | Common Stock | D | 39 | $25.43 | 30,353 | D | F |
| 15 Dec, 2025 | Thomas J Henning | Common Stock | D | 79 | $25.43 | 14,433 | D | F |
| 15 Dec, 2025 | Matthew T. Ray | Common Stock | D | 178 | $25.43 | 22,660 | D | F |
| 15 Dec, 2025 | William Glasby | Common Stock | D | 40 | $25.43 | 8,955 | D | F |
| 20 Nov, 2025 | Bryan Mcdonald | Common Stock | A | 19,106 | $22.32 | 31,363 | I | P |
| 16 Jun, 2025 | Tony Chalfant | - | - | 24,668 | D | |||
| 16 Jun, 2025 | Kelli Ann Wilson | Common Stock | A | 526 | $22.76 | 5,730 | D | M |
| 16 Jun, 2025 | Amy E. Curran | Common Stock | A | 526 | $22.76 | 24,879 | D | M |
| 16 Jun, 2025 | Tony Chalfant | Common Stock | A | 1,315 | $22.76 | 24,668 | D | M |
| 16 Jun, 2025 | Amy E. Curran | Common Stock | A | 576 | $22.76 | 25,455 | D | M |
| 16 Jun, 2025 | Kelli Ann Wilson | Common Stock | D | 52 | $22.76 | 5,678 | D | F |
| 16 Jun, 2025 | Tony Chalfant | Common Stock | D | 130 | $22.76 | 24,538 | D | F |
| 16 Jun, 2025 | Tony Chalfant | - | - | 24,538 | D | |||
| 16 Jun, 2025 | Amy E. Curran | Common Stock | D | 124 | $22.76 | 25,331 | D | F |