According to recent filings covering the 90 days ending February 19, 2026, the three most significant insider holders at Heritage Financial are Director Brian L Vance (100.12K shares), Ceo Jeffrey J Deuel (72.96K shares), President Bryan Mcdonald (62.43K 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 |
| Amy E. Curran | Evp Director Commercial Lend | 25,331 | 17 Jun, 2025 |
| Gragg E Miller | 24,950 | 04 May, 2022 | |
| 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 |
| Tony Chalfant | Evp Chief Credit Officer | 19,870 | 11 Feb, 2026 |
| Thomas J Henning | Evp Chief Risk Officer | 14,433 | 16 Dec, 2025 |
| William Glasby | Evp Chief Information Officer | 8,955 | 16 Dec, 2025 |
| Gail B. Giacobbe | 7,759 | 02 May, 2025 | |
| Trevor D. Dryer | 7,759 | 02 May, 2025 | |
| Frederick B Rivera | 4,972 | 03 Feb, 2026 | |
| Nicholas M Bley | Evp Chief Operating Officer | 3,814 | 16 Dec, 2025 |
| Kelli Ann Wilson | Evp Chief Banking Officer | 3,778 | 26 Jan, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 11 Feb, 2026 | Tony Chalfant | Common Stock | D | 4,668 | $27.65 | 19,870 | D | S |
| 03 Feb, 2026 | Frederick B Rivera | Common Stock | D | 1,800 | $26.31 | 4,972 | D | S |
| 26 Jan, 2026 | Kelli Ann Wilson | Common Stock | D | 1,900 | $26.48 | 3,778 | D | S |
| 15 Dec, 2025 | Sabrina C Robison | Common Stock | D | 39 | $25.43 | 30,353 | D | F |
| 15 Dec, 2025 | Sabrina C Robison | Common Stock | A | 247 | $25.43 | 30,392 | D | M |
| 15 Dec, 2025 | Thomas J Henning | Common Stock | A | 495 | $25.43 | 14,512 | D | M |
| 15 Dec, 2025 | Thomas J Henning | Common Stock | D | 79 | $25.43 | 14,433 | D | F |
| 15 Dec, 2025 | William Glasby | - | - | 8,995 | D | |||
| 15 Dec, 2025 | William Glasby | Common Stock | D | 40 | $25.43 | 8,955 | D | F |
| 15 Dec, 2025 | William Glasby | Common Stock | A | 265 | $25.43 | 8,995 | D | M |
| 15 Dec, 2025 | Matthew T. Ray | Common Stock | D | 178 | $25.43 | 22,660 | D | F |
| 15 Dec, 2025 | Matthew T. Ray | Common Stock | A | 832 | $25.43 | 22,838 | D | M |
| 15 Dec, 2025 | Matthew T. Ray | - | - | 22,660 | D | |||
| 15 Dec, 2025 | Nicholas M Bley | Common Stock | D | 1,043 | $25.43 | 3,814 | D | F |
| 15 Dec, 2025 | Nicholas M Bley | Common Stock | A | 4,857 | $25.43 | 4,857 | D | M |
| 20 Nov, 2025 | Bryan Mcdonald | Common Stock | A | 19,106 | $22.32 | 31,363 | I | P |
| 20 Nov, 2025 | Bryan Mcdonald | - | - | 31,363 | I | |||
| 16 Jun, 2025 | Tony Chalfant | Common Stock | A | 1,315 | $22.76 | 24,668 | D | M |
| 16 Jun, 2025 | Tony Chalfant | Common Stock | D | 130 | $22.76 | 24,538 | D | F |
| 16 Jun, 2025 | Amy E. Curran | Common Stock | D | 124 | $22.76 | 25,331 | D | F |