Company · Ownership research

HERITAGE FINANCIAL CORP /WA/ HFWA

CIK 0001046025

Form 4 transactions dated Nov 1, 2023 to Nov 11, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

This page lists 30 of 134 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

20255 of 5 preview events

Date	Insider	Activity	Trade value (USD)	% of prior holding
Nov 20, 2025	McDonald Bryan President	Purchase	$426.45K 19,106 shares bought	155.88% added Indirect holding	▾
Mar 17, 2025	Curran Amy E. EVP Director Commercial Lend	Sale	$20.39K 858 shares sold	3.40% sold Direct holding	▾
Mar 17, 2025	Deuel Jeffrey J CEO · Director	Sale	$166.39K 7,033 shares sold	9.02% sold Direct holding	▾
Mar 17, 2025	Hinson Donald EVPand Chief Financial Officer	Sale	$80.68K 3,420 shares sold	7.52% sold Direct holding	▾
Jan 27, 2025	Rivera Frederick B Director	Sale	$101.72K 4,000 shares sold	50.99% sold Direct holding	▾

Showing 5 / 5 record groups in 2025. 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 5 of 5 purchase / sale groups and 30 of 134 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.