Heritage Financial HFWA Insider Ownership

NASDAQ HFWA

$28.52 +0.84 (+3.03%)

At close: Oct 22, 2026 · 4:00 PM EDT

Insider Holdings by Owner

755.86K Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

1.55%

▼-0.064% pp QoQ

Shares Held by Insiders

635.52K

filed for Sep 2026

▼-3.97% QoQ

Shares Outstanding

41.08Mn

41,079,781 shares

Direct Holdings

604.15K

Indirect: 31.36K

Net Shares Traded (QoQ)

-26.24K

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

Updated Oct 10, 2026

Over the trailing 12 months, HFWA insiders bought $426,446 worth of shares (19.11K shares) and sold $1.54 million worth (53.33K shares) in open-market trades.

A count shows one insider buying HFWA stock on the open market over the past 12 months and 8 insiders selling.
Among Heritage Financial's insiders, the largest open-market purchases in the past 12 months were by Bryan McDonald (President), totaling $426,446 (19.11K shares), most recently on November 20, 2025.
On the selling side, Brian Charneski (Director) was the top open-market seller of Heritage Financial over the past 12 months, with $399,091 sold (13.68K shares) and the latest sale on September 3, 2026.
The newest open-market trade among Heritage Financial insiders came on September 15, 2026, when Frederick B. Rivera (Director) made a sale of 1.3K shares for $37,134.
Apart from open-market trades, HFWA insiders acquired 62.03K shares through option exercises and conversions and gave up 12.58K shares to cover taxes or exercise prices in the past 12 months.
Business Quant data shows Heritage Financial insiders holding 635.52K shares in total in their latest Form 4 filings, down 3.97% from 661.76K shares at the end of Q2 2026 and up 8.76% from 584.35K shares at the end of Q3 2025.
Direct holdings account for 604.15K shares (95.06%) of HFWA's insider total, and indirect holdings through trusts, partnerships and family members for 31.36K shares (4.94%).
The insider holdings in Heritage Financial belong to 21 insiders who have reported on Form 4 within the past two years.
HFWA's largest insider holders by reported holdings are Brian L. Vance (Director, 102.34K shares), Jeffrey J. Deuel (CEO, 72.96K shares) and Bryan McDonald (President, 66.48K shares).
Of the shares held by HFWA insiders, 16.10% belong to Brian L. Vance.
Institutions owned 80.65% of HFWA shares as of Q2 2026; insiders' latest Form 4 filings account for about 1.55%, leaving roughly 17.80% with other investors, including the public.
In the past year, 20 insiders of Heritage Financial submitted 58 Form 4 filings reporting trades, awards or other transactions.
The insider holdings and trades above for Heritage Financial reflect Form 4 filings through September 15, 2026.

Form 4 Holdings

Insiders Holding HFWA

Insiders 25

Shares held 755.86K

Of outstanding 1.84%

#	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	9.7%	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	5.5%	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	4.4%	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	3.5%	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	5,890	5,890	0.8%	15 Sep, 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

1,924 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
15 Sep, 2026	Frederick B Rivera	Director	Disposed S	1,300	$28.57	$37.13K	5,890	Direct
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

Showing 1 to 20 of 1,924 transactions