Heritage Financial ($HFWA) Insider Trading & Smart Money Activity

Heritage Financial Corporation · Banks - Regional · Latest filing Jun 17, 2026

Heritage Financial Corporation ($HFWA) has 18 insider trades on file. Insiders filed 18 Form 4 transactions in the last 12 months, none of them open-market purchases or sales.

Insider buyers (12 mo)
0
Insider sellers (12 mo)
0
Net insider $ (12 mo)
$0
Congress trades (12 mo)
0
13F moves on file
0
Analyst ratings on file
0

HFWA insider buying and selling by quarter

QuarterInsider buysInsider salesCongress buys / sales13F added / cut
Q1 2026 0 0 0 / 0 0 / 0
Q2 2026 0 0 0 / 0 0 / 0
Q3 2026 0 0 0 / 0 0 / 0
Q4 2026 0 0 0 / 0 0 / 0

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All HFWA insider, congress, 13F and analyst activity

DateSourceWhoActionSharesValue / amount ΔOwn1W1M6MFilingStory
Insider Ann Watson Buy (Grant or award) 2K sh $55.01K +5.3%+10.9% —
Insider Brian Vance Buy (Grant or award) 2K sh $55.01K +5.3%+10.9% —
Insider Karen Saunders Buy (Grant or award) 2K sh $55.01K +5.3%+10.9% —
Insider Frederick Rivera Buy (Grant or award) 2K sh $55.01K +5.3%+10.9% —
Insider Jeffrey Lyon Buy (Grant or award) 2K sh $55.01K +5.3%+10.9% —
Insider Gail Giacobbe Buy (Grant or award) 2K sh $55.01K +5.3%+10.9% —
Insider Kimberly Ellwanger Buy (Grant or award) 2K sh $55.01K +5.3%+10.9% —
Insider Trevor Dryer Buy (Grant or award) 2K sh $55.01K +5.3%+10.9% —
Insider Brian Charneski Buy (Grant or award) 2K sh $55.01K +5.3%+10.9% —
Insider Allan Scott Tanton Buy (Grant or award) 2K sh $55.01K +5.3%+10.9% —
Insider Amy CurranEVP Director Commercial Lend Sell (Option exercise) 576 sh $16.38K -1.3%+6.1% Read
Insider Amy CurranEVP Director Commercial Lend Sell (Option exercise) 576 sh $16.38K -1.3%+6.1% —
Insider Amy CurranEVP Director Commercial Lend Buy (Option exercise) 576 sh $16.38K -1.3%+6.1% Read
Insider Amy CurranEVP Director Commercial Lend Buy (Option exercise) 576 sh $16.38K -1.3%+6.1% —
Insider Tony ChalfantEVP Chief Credit Officer Sell (Option exercise) 1.32K sh $37.43K -1.3%+6.1% Read
Insider Tony ChalfantEVP Chief Credit Officer Sell (Option exercise) 1.32K sh $37.43K -1.3%+6.1% —
Insider Tony ChalfantEVP Chief Credit Officer Buy (Option exercise) 1.32K sh $37.43K -1.3%+6.1% Read
Insider Tony ChalfantEVP Chief Credit Officer Buy (Option exercise) 1.32K sh $37.43K -1.3%+6.1% —

1W / 1M / 6M = how HFWA moved from the trade or filing date.

Insider trading in HFWA: who is buying and selling

InsiderRoleTradesOpen-market netShares heldLast trade
Ann Watson 1 — Jun 17, 2026
Brian Vance 1 — Jun 17, 2026
Karen Saunders 1 — Jun 17, 2026
Frederick Rivera 1 — Jun 17, 2026
Jeffrey Lyon 1 — Jun 17, 2026
Gail Giacobbe 1 — Jun 17, 2026
Kimberly Ellwanger 1 — Jun 17, 2026
Trevor Dryer 1 — Jun 17, 2026
Brian Charneski 1 — Jun 17, 2026
Allan Scott Tanton 1 — Jun 17, 2026
Amy Curran EVP Director Commercial Lend 4 — Jun 15, 2026
Tony Chalfant EVP Chief Credit Officer 4 — Jun 15, 2026

Frequently asked questions

What is the latest insider trade in HFWA?

Ann Watson filed a buy (grant or award) of 2K sh worth $55.01K on Jun 17, 2026.

Other banks - regional stocks

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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