InsiderTrades

HFWA HERITAGE FINANCIAL CORP /WA/

Nasdaq · SEC CIK 1046025 · EDGAR

Bought, last 12 months
$426.4K
1 purchases by 1 insiders
Sold, last 12 months
$1.54M
12 sales by 8 insiders
Filings on record
262
since 2021-07-26, latest 2026-09-15 14:21
Buying vs selling by month open-market trades, last 24 months
BoughtSold

Most active insiders, 12 months

InsiderTitleBoughtSold
McDonald BryanPres $426.4K—
CHARNESKI BRIANDir —$399.1K
LYON JEFFREY SDir —$300.0K
Chalfant TonyEVP Chief Credit Off —$225.8K
Wilson Kelli AnnEVP Chief Banking Off —$162.5K
Robison Sabrina CEVP Chief HR Off —$150.1K
Ray Matthew T.EVP Chief Lending Off —$111.1K
Hinson DonaldEVPand CFO —$109.0K
Rivera Frederick BDir —$84.5K
Saunders Karen RDir ——

Transactions 241

Type
Reset
X Filed Traded Ticker Insider Title Type Price Qty Owned ΔOwn Value
2026-09-15 14:21 2026-09-15 HFWA Rivera Frederick B Dir S - Sale $28.57 -1,300 5,890 -18% -$37.1K
I 2026-09-03 12:02 2026-09-03 HFWA CHARNESKI BRIAN Dir S - Sale $29.18 -13.7K 0 -100% -$399.1K
2026-08-13 11:18 2026-08-13 HFWA Ray Matthew T. EVP Chief Lending Off S - Sale $30.10 -3,692 22.7K -14% -$111.1K
2026-08-05 17:44 2026-08-05 HFWA LYON JEFFREY S Dir S - Sale $30.00 -10.0K 40.7K -20% -$300.0K
2026-08-05 17:43 2026-08-05 HFWA Chalfant Tony EVP Chief Credit Off S - Sale $29.92 -3,234 20.4K -14% -$96.8K
2026-07-30 17:12 2026-07-30 HFWA Wilson Kelli Ann EVP Chief Banking Off S - Sale $29.69 -3,778 3,099 -55% -$112.2K
DM 2026-07-20 13:59 2026-07-17 HFWA Glasby William EVP CIO M - OptEx $30.52 +12.8K 25.7K +99% +$391.1K
D 2026-07-20 13:59 2026-07-17 HFWA Glasby William EVP CIO F - Tax $30.52 -3,379 22.3K -13% -$103.1K
D 2026-06-15 18:57 2026-06-15 HFWA Chalfant Tony EVP Chief Credit Off M - OptEx $28.44 +1,316 23.7K +6% +$37.4K
D 2026-06-15 18:57 2026-06-15 HFWA Chalfant Tony EVP Chief Credit Off F - Tax $28.44 -135 23.6K -0.6% -$3,839
D 2026-06-15 18:57 2026-06-15 HFWA Curran Amy E. EVP Dir Commercial Lend M - OptEx $28.44 +576 30.0K +2% +$16.4K
D 2026-06-15 18:57 2026-06-15 HFWA Curran Amy E. EVP Dir Commercial Lend F - Tax $28.44 -71 30.0K -0.2% -$2,019
2026-06-10 14:08 2026-06-09 HFWA Hinson Donald EVPand CFO S - Sale $28.37 -3,842 41.2K -9% -$109.0K
2026-05-04 14:42 2026-05-01 HFWA Robison Sabrina C EVP Chief HR Off S - Sale $27.51 -716 32.9K -2% -$19.7K
I 2026-05-04 14:42 2026-05-01 HFWA Robison Sabrina C EVP Chief HR Off S - Sale $27.61 -4,724 0 -100% -$130.4K
D 2026-05-04 12:16 2026-05-01 HFWA Dryer Trevor D. Dir M - OptEx $27.61 +2,218 9,977 +29% +$61.2K
D 2026-05-04 12:16 2026-05-01 HFWA LYON JEFFREY S Dir M - OptEx $27.61 +2,218 50.7K +5% +$61.2K
D 2026-05-04 12:16 2026-05-01 HFWA Watson Ann Dir M - OptEx $27.61 +2,218 26.1K +9% +$61.2K
D 2026-05-04 12:16 2026-05-01 HFWA CHARNESKI BRIAN Dir M - OptEx $27.61 +2,218 44.7K +5% +$61.2K
D 2026-05-04 12:16 2026-05-01 HFWA Giacobbe Gail B. Dir M - OptEx $27.61 +2,218 9,977 +29% +$61.2K
D 2026-05-04 12:16 2026-05-01 HFWA VANCE BRIAN L Dir M - OptEx $27.61 +2,218 102.3K +2% +$61.2K
D 2026-05-04 12:16 2026-05-01 HFWA Saunders Karen R Dir M - OptEx $27.61 +2,218 2,218 New +$61.2K
D 2026-05-04 12:16 2026-05-01 HFWA Rivera Frederick B Dir M - OptEx $27.61 +2,218 7,190 +45% +$61.2K
D 2026-05-04 12:16 2026-05-01 HFWA Ellwanger Kimberly T Dir M - OptEx $27.61 +2,218 35.0K +7% +$61.2K
DM 2026-03-18 2026-03-16 HFWA Robison Sabrina C EVP Chief HR Off M - OptEx $24.89 +4,038 33.1K +14% +$100.5K
D 2026-03-18 2026-03-16 HFWA Robison Sabrina C EVP Chief HR Off F - Tax $24.89 -744 33.6K -2% -$18.5K
D 2026-03-18 2026-03-16 HFWA Hinson Donald EVPand CFO F - Tax $24.89 -689 45.1K -2% -$17.1K
DM 2026-03-18 2026-03-16 HFWA Hinson Donald EVPand CFO M - OptEx $24.89 +3,685 45.8K +9% +$91.7K
D 2026-03-18 2026-03-16 HFWA McDonald Bryan Pres F - Tax $24.89 -939 35.1K -3% -$23.4K
DM 2026-03-18 2026-03-16 HFWA McDonald Bryan Pres M - OptEx $24.89 +4,991 32.2K +18% +$124.2K
D 2026-03-18 2026-03-16 HFWA Ray Matthew T. EVP Chief Lending Off F - Tax $24.89 -749 26.4K -3% -$18.6K
DM 2026-03-18 2026-03-16 HFWA Ray Matthew T. EVP Chief Lending Off M - OptEx $24.89 +4,516 23.2K +24% +$112.4K
D 2026-03-18 2026-03-16 HFWA Wilson Kelli Ann EVP Chief Banking Off F - Tax $24.89 -719 6,877 -9% -$17.9K
DM 2026-03-18 2026-03-16 HFWA Wilson Kelli Ann EVP Chief Banking Off M - OptEx $24.89 +3,818 6,251 +157% +$95.0K
D 2026-03-18 2026-03-16 HFWA Curran Amy E. EVP Dir Commercial Lend F - Tax $24.89 -918 29.5K -3% -$22.8K
DM 2026-03-18 2026-03-16 HFWA Curran Amy E. EVP Dir Commercial Lend M - OptEx $24.89 +5,040 30.4K +20% +$125.4K
D 2026-03-18 2026-03-16 HFWA Henning Thomas J EVP CRO F - Tax $24.89 -938 18.6K -5% -$23.3K
DM 2026-03-18 2026-03-16 HFWA Henning Thomas J EVP CRO M - OptEx $24.89 +5,116 19.5K +35% +$127.3K
DM 2026-03-18 2026-03-16 HFWA Chalfant Tony EVP Chief Credit Off M - OptEx $24.89 +3,128 21.1K +17% +$77.9K
D 2026-03-18 2026-03-16 HFWA Chalfant Tony EVP Chief Credit Off F - Tax $24.89 -583 22.4K -3% -$14.5K
D 2026-03-18 2026-03-16 HFWA Glasby William EVP CIO F - Tax $24.89 -1,338 12.9K -9% -$33.3K
DM 2026-03-18 2026-03-16 HFWA Glasby William EVP CIO M - OptEx $24.89 +5,291 14.2K +59% +$131.7K
2026-02-11 2026-02-11 HFWA Chalfant Tony EVP Chief Credit Off S - Sale $27.65 -4,668 19.9K -19% -$129.1K
2026-02-03 2026-02-03 HFWA Rivera Frederick B Dir S - Sale $26.31 -1,800 4,972 -27% -$47.4K
2026-01-26 2026-01-26 HFWA Wilson Kelli Ann EVP Chief Banking Off S - Sale $26.48 -1,900 3,778 -33% -$50.3K
D 2025-12-16 2025-12-15 HFWA Ray Matthew T. EVP Chief Lending Off M - OptEx $25.43 +832 22.8K +4% +$21.2K
D 2025-12-16 2025-12-15 HFWA Ray Matthew T. EVP Chief Lending Off F - Tax $25.43 -178 22.7K -0.8% -$4,527
D 2025-12-16 2025-12-15 HFWA Bley Nicholas M EVP COO F - Tax $25.43 -1,043 3,814 -21% -$26.5K
D 2025-12-16 2025-12-15 HFWA Bley Nicholas M EVP COO M - OptEx $25.43 +4,857 4,857 New +$123.5K
D 2025-12-16 2025-12-15 HFWA Glasby William EVP CIO M - OptEx $25.43 +265 8,995 +3% +$6,739
D 2025-12-16 2025-12-15 HFWA Glasby William EVP CIO F - Tax $25.43 -40 8,955 -0.4% -$1,017
D 2025-12-16 2025-12-15 HFWA Robison Sabrina C EVP Chief HR Off F - Tax $25.43 -39 30.4K -0.1% -$991.77
D 2025-12-16 2025-12-15 HFWA Robison Sabrina C EVP Chief HR Off M - OptEx $25.43 +247 30.4K +0.8% +$6,281
D 2025-12-16 2025-12-15 HFWA Henning Thomas J EVP CRO M - OptEx $25.43 +495 14.5K +4% +$12.6K
D 2025-12-16 2025-12-15 HFWA Henning Thomas J EVP CRO F - Tax $25.43 -79 14.4K -0.5% -$2,009
I 2025-11-24 2025-11-20 HFWA McDonald Bryan Pres P - Purchase $22.32 +19.1K 31.4K +156% +$426.4K
DM 2025-06-17 2025-06-16 HFWA Curran Amy E. EVP Dir Commercial Lend M - OptEx $22.76 +1,102 24.9K +5% +$25.1K
D 2025-06-17 2025-06-16 HFWA Curran Amy E. EVP Dir Commercial Lend F - Tax $22.76 -124 25.3K -0.5% -$2,822
D 2025-06-17 2025-06-16 HFWA Wilson Kelli Ann EVP Chief Banking Off F - Tax $22.76 -52 5,678 -0.9% -$1,184
D 2025-06-17 2025-06-16 HFWA Wilson Kelli Ann EVP Chief Banking Off M - OptEx $22.76 +526 5,730 +10% +$12.0K
D 2025-06-17 2025-06-16 HFWA Chalfant Tony EVP Chief Credit Off F - Tax $22.76 -130 24.5K -0.5% -$2,959
D 2025-06-17 2025-06-16 HFWA Chalfant Tony EVP Chief Credit Off M - OptEx $22.76 +1,315 24.7K +6% +$29.9K
2025-06-12 2025-06-11 HFWA Glasby William EVP CIO G - Gift $0.00 -420 8,730 -5% $0
D 2025-05-05 2025-05-01 HFWA Gavin Deborah J Dir M - OptEx $23.04 +2,928 24.0K +14% +$67.5K
D 2025-05-02 2025-05-01 HFWA Ellwanger Kimberly T Dir M - OptEx $23.04 +2,928 32.8K +10% +$67.5K
D 2025-05-02 2025-05-01 HFWA CHARNESKI BRIAN Dir M - OptEx $23.04 +2,928 42.5K +7% +$67.5K
D 2025-05-02 2025-05-01 HFWA Rivera Frederick B Dir M - OptEx $23.04 +2,928 6,772 +76% +$67.5K
D 2025-05-02 2025-05-01 HFWA VANCE BRIAN L Dir M - OptEx $23.04 +2,928 100.1K +3% +$67.5K
D 2025-05-02 2025-05-01 HFWA Watson Ann Dir M - OptEx $23.04 +2,928 23.9K +14% +$67.5K
D 2025-05-02 2025-05-01 HFWA Dryer Trevor D. Dir M - OptEx $23.04 +2,928 7,759 +61% +$67.5K
D 2025-05-02 2025-05-01 HFWA LYON JEFFREY S Dir M - OptEx $23.04 +2,928 48.5K +6% +$67.5K
D 2025-05-02 2025-05-01 HFWA Giacobbe Gail B. Dir M - OptEx $23.04 +2,928 7,759 +61% +$67.5K
D 2025-03-19 2025-03-17 HFWA Deuel Jeffrey J CEO, Dir M - OptEx $23.77 +2,436 73.3K +3% +$57.9K
D 2025-03-19 2025-03-17 HFWA Deuel Jeffrey J CEO, Dir F - Tax $23.77 -386 73.0K -0.5% -$9,175
D 2025-03-19 2025-03-17 HFWA McDonald Bryan Pres F - Tax $23.77 -146 31.1K -0.5% -$3,470
D 2025-03-19 2025-03-17 HFWA McDonald Bryan Pres M - OptEx $23.77 +921 31.2K +3% +$21.9K
DM 2025-03-18 2025-03-17 HFWA McDonald Bryan Pres, COO M - OptEx $23.77 +5,189 30.1K +21% +$123.3K
D 2025-03-18 2025-03-17 HFWA McDonald Bryan Pres, COO F - Tax $23.77 -954 30.3K -3% -$22.7K
DM 2025-03-18 2025-03-17 HFWA Hinson Donald EVPand CFO M - OptEx $23.77 +4,604 46.3K +11% +$109.4K
D 2025-03-18 2025-03-17 HFWA Hinson Donald EVPand CFO F - Tax $23.77 -831 45.5K -2% -$19.8K
D 2025-03-18 2025-03-17 HFWA Hinson Donald EVPand CFO S - Sale+OE $23.59 -3,420 42.1K -8% -$80.7K
DM 2025-03-18 2025-03-17 HFWA Robison Sabrina C EVP Chief HR Off M - OptEx $23.77 +3,647 28.1K +15% +$86.7K
D 2025-03-18 2025-03-17 HFWA Robison Sabrina C EVP Chief HR Off F - Tax $23.77 -749 30.1K -2% -$17.8K
DM 2025-03-18 2025-03-17 HFWA Glasby William EVP CIO M - OptEx $23.77 +4,677 10.3K +83% +$111.2K
D 2025-03-18 2025-03-17 HFWA Glasby William EVP CIO F - Tax $23.77 -1,160 9,150 -11% -$27.6K
D 2025-03-18 2025-03-17 HFWA Ray Matthew T. EVP Chief Lending Off F - Tax $23.77 -732 22.0K -3% -$17.4K
DM 2025-03-18 2025-03-17 HFWA Ray Matthew T. EVP Chief Lending Off M - OptEx $23.77 +4,225 19.0K +29% +$100.4K
DM 2025-03-18 2025-03-17 HFWA Curran Amy E. EVP Dir Commercial Lend M - OptEx $23.77 +4,505 20.9K +28% +$107.1K
D 2025-03-18 2025-03-17 HFWA Curran Amy E. EVP Dir Commercial Lend S - Sale+OE $23.77 -858 24.4K -3% -$20.4K
D 2025-03-18 2025-03-17 HFWA Henning Thomas J EVP CRO F - Tax $23.77 -883 14.0K -6% -$21.0K
DM 2025-03-18 2025-03-17 HFWA Henning Thomas J EVP CRO M - OptEx $23.77 +4,667 14.9K +46% +$110.9K
DM 2025-03-18 2025-03-17 HFWA Chalfant Tony EVP Chief Credit Off M - OptEx $23.77 +3,944 24.1K +20% +$93.7K
D 2025-03-18 2025-03-17 HFWA Chalfant Tony EVP Chief Credit Off F - Tax $23.77 -710 23.4K -3% -$16.9K
D 2025-03-18 2025-03-17 HFWA Deuel Jeffrey J CEO, Dir S - Sale+OE $23.66 -7,033 70.9K -9% -$166.4K
D 2025-03-18 2025-03-17 HFWA Deuel Jeffrey J CEO, Dir F - Tax $23.77 -2,196 77.9K -3% -$52.2K
DM 2025-03-18 2025-03-17 HFWA Deuel Jeffrey J CEO, Dir M - OptEx $23.77 +12.1K 70.4K +21% +$287.6K
DM 2025-03-18 2025-03-17 HFWA Wilson Kelli Ann EVP Chief Banking Off M - OptEx $23.77 +2,866 3,330 +618% +$68.1K
D 2025-03-18 2025-03-17 HFWA Wilson Kelli Ann EVP Chief Banking Off F - Tax $23.77 -600 5,204 -10% -$14.3K
M 2025-01-27 2025-01-27 HFWA Rivera Frederick B Dir S - Sale $25.43 -4,000 6,544 -38% -$101.7K
D 2024-12-16 2024-12-15 HFWA Glasby William EVP CIO M - OptEx $26.17 +265 5,681 +5% +$6,935

Purchase Sale Sale after option exercise All abbreviations