Company · Ownership research

HERITAGE FINANCIAL CORP /WA/ HFWA

CIK 0001046025

Form 4 transactions dated Nov 1, 2023 to Nov 8, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

This page lists 30 of 114 rows; the complete set is available through the API.

Insider filings on file run through Nov 5, 2026.

Insider purchases & sales

Purchased: $440.75K
Sold: $1.99M

Nov 1, 2023 – Nov 5, 2026
Available records · partial months are marked ·

Insiders in this window

202610 of 12 preview events

Date	Insider	Activity	Trade value (USD)	% of prior holding
Sep 15, 2026	Rivera Frederick B Director	Sale	$37.13K 1,300 shares sold	18.08% sold Direct holding	▾
Sep 3, 2026	CHARNESKI BRIAN Director	Sale	$399.09K 13,675 shares sold	100.00% sold Indirect holding	▾
Aug 13, 2026	Ray Matthew T. EVP Chief Lending Officer	Sale	$111.13K 3,692 shares sold	13.97% sold Direct holding	▾
Aug 5, 2026	LYON JEFFREY S Director	Sale	$300.00K 10,000 shares sold	19.72% sold Direct holding	▾
Aug 5, 2026	Chalfant Tony EVP Chief Credit Officer	Sale	$96.75K 3,234 shares sold	13.71% sold Direct holding	▾
Jul 30, 2026	Wilson Kelli Ann EVP Chief Banking Officer	Sale	$112.18K 3,778 shares sold	54.94% sold Direct holding	▾
Jun 9, 2026	Hinson Donald EVPand Chief Financial Officer	Sale	$109.01K 3,842 shares sold	8.52% sold Direct holding	▾
May 1, 2026	Robison Sabrina C EVP Chief HR Officer	Sale	$19.70K 716 shares sold	2.13% sold Direct holding	▾
May 1, 2026	Robison Sabrina C EVP Chief HR Officer	Sale	$130.43K 4,724 shares sold	100.00% sold Indirect holding	▾
Feb 11, 2026	Chalfant Tony EVP Chief Credit Officer	Sale	$129.06K 4,668 shares sold	19.02% sold Direct holding	▾

Showing 12 / 12 record groups in 2026. The complete set is available through the API.

HERITAGE FINANCIAL CORP /WA/ · HFWA

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The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 12 of 12 purchase / sale groups and 30 of 114 other groups; the totals and the monthly series cover the whole window.

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{"action":"list","ticker":"HFWA","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

Non-cancelled, non-derivative purchase (P) and sale (S) rows dated inside the public window, as reported. Share totals are on today's split-adjusted basis. Includes open-market and private transactions. Data after the latest filing is not asserted complete and is not zero-filled. A grouped event shares filing, transaction date, security, code, direction, ownership bucket and source. Derivative groups also match underlying security, exercise price, exercise/expiration dates and footnote references. Reported rows are retained; P/S price lots can be grouped. Post-transaction balances are never summed.