Based on data from the past 90 days ending January 21, 2026, Heritage Financial's three largest insider shareholders 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 | |
| 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 |
| Gail B. Giacobbe | 7,759 | 02 May, 2025 | |
| Trevor D. Dryer | 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 |
* 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 | 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 | D | 79 | $25.43 | 14,433 | D | F |
| 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 | William Glasby | Common Stock | D | 40 | $25.43 | 8,955 | D | F |
| 15 Dec, 2025 | Matthew T. Ray | Common Stock | A | 832 | $25.43 | 22,838 | D | M |
| 15 Dec, 2025 | Matthew T. Ray | Common Stock | D | 178 | $25.43 | 22,660 | D | F |
| 15 Dec, 2025 | Nicholas M Bley | Common Stock | A | 4,857 | $25.43 | 4,857 | D | M |
| 15 Dec, 2025 | Nicholas M Bley | Common Stock | D | 1,043 | $25.43 | 3,814 | D | F |
| 20 Nov, 2025 | Bryan Mcdonald | Common Stock | A | 19,106 | $22.32 | 31,363 | I | P |
| 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 | A | 526 | $22.76 | 24,879 | D | M |
| 16 Jun, 2025 | Amy E. Curran | - | - | 25,331 | D | |||
| 16 Jun, 2025 | Amy E. Curran | Common Stock | D | 124 | $22.76 | 25,331 | D | F |
| 16 Jun, 2025 | Amy E. Curran | Common Stock | A | 576 | $22.76 | 25,455 | D | M |
| 16 Jun, 2025 | Kelli Ann Wilson | - | - | 5,730 | D | |||
| 16 Jun, 2025 | Kelli Ann Wilson | Common Stock | A | 526 | $22.76 | 5,730 | D | M |
| 16 Jun, 2025 | Kelli Ann Wilson | Common Stock | D | 52 | $22.76 | 5,678 | D | F |