HFWA

HERITAGE FINANCIAL CORP /WA/

Savings Institutions, Not Federally CharteredNasdaqAccelerated filer

Total Trades

Buys

Sells

Largest Trade

$100K–$500K

Insiders

Institutional Funds

144

Inst. Value

$1M+

Activist Filings

Insider Trades

Insider	Title	Type	Value	Shares	Price	Date
Chalfant Tony	EVP Chief Credit O…	SELL	$100K–$500K	5K	$27.65	Feb 11, 2026
Rivera Frederick B	Director	SELL	$15K–$50K	2K	$26.31	Feb 3, 2026
Wilson Kelli Ann	EVP Chief Banking …	SELL	$50K–$100K	2K	$26.48	Jan 26, 2026
McDonald Bryan	President	BUY	$100K–$500K	19K	$22.32	Nov 24, 2025
Curran Amy E.	EVP Director Comme…	EXERCISE	$100K–$500K	5K	$23.77	Mar 18, 2025
Curran Amy E.	EVP Director Comme…	SELL	$15K–$50K	858	$23.77	Mar 18, 2025
Deuel Jeffrey J	CEO	SELL	$100K–$500K	7K	$23.66	Mar 18, 2025
Deuel Jeffrey J	CEO	EXERCISE	$100K–$500K	12K	$23.77	Mar 18, 2025
Hinson Donald	CFO	EXERCISE	$100K–$500K	5K	$23.77	Mar 18, 2025
Hinson Donald	CFO	SELL	$50K–$100K	3K	$23.59	Mar 18, 2025
Rivera Frederick B	Director	SELL	$100K–$500K	4K	$25.43	Jan 27, 2025
Chalfant Tony	EVP Chief Credit O…	SELL	$50K–$100K	3K	$26.50	Nov 7, 2024
CHARNESKI BRIAN	Director	BUY	$50K–$100K	5K	$16.70	Sep 13, 2023
Rivera Frederick B	Director	BUY	$1K–$15K	600	$16.34	May 19, 2023
CHARNESKI BRIAN	Director	BUY	$50K–$100K	5K	$15.88	May 4, 2023
LYON JEFFREY S	Director	BUY	$15K–$50K	2K	$17.36	Apr 27, 2023
Huntley Cindy M	EVP Chief Banking …	SELL	$15K–$50K	1K	$32.61	Nov 4, 2022
VANCE BRIAN L	Director	SELL	$100K–$500K	5K	$32.73	Nov 3, 2022
CHARNESKI BRIAN	Director	SELL	$100K–$500K	4K	$33.65	Nov 1, 2022
CLEES JOHN A	Director	SELL	$50K–$100K	2K	$31.55	Oct 26, 2022
Chalfant Tony	EVP Chief Credit O…	SELL	$50K–$100K	3K	$31.38	Oct 25, 2022
VANCE BRIAN L	Director	SELL	$100K–$500K	5K	$25.83	Jun 7, 2022

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13F filings as of Dec 31, 2025 · 144 funds holding

Fund	Shares	Value	Type
VICTORY CAPITAL MANAGEMENT INC	2.4M	$1M+	SH
JENNISON ASSOCIATES LLC	2.4M	$1M+	SH
DIMENSIONAL FUND ADVISORS LP	1.9M	$1M+	SH
STATE STREET CORP	1.6M	$1M+	SH
ALLIANCEBERNSTEIN L.P.	1.3M	$1M+	SH
GEODE CAPITAL MANAGEMENT, LLC	724K	$1M+	SH
BASSWOOD CAPITAL MANAGEMENT, L.L.C.	607K	$1M+	SH
ALGEBRIS (UK) LTD	521K	$1M+	SH
ALGEBRIS (UK) LTD	521K	$1M+	SH
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	504K	$1M+	SH
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	327K	$1M+	SH
MANUFACTURERS LIFE INSURANCE COMPANY, THE	314K	$1M+	SH
RENAISSANCE TECHNOLOGIES LLC	278K	$1M+	SH
LORD, ABBETT & CO. LLC	278K	$1M+	SH
HEARTLAND ADVISORS INC	275K	$1M+	SH
ProShare Advisors LLC	252K	$1M+	SH
Bank of New York Mellon Corp	236K	$1M+	SH
Dana Investment Advisors, Inc.	220K	$1M+	SH
PRINCIPAL FINANCIAL GROUP INC	198K	$1M+	SH
MORGAN STANLEY	190K	$1M+	SH