🕵️ Heritage Financial Corporation ($HFWA)
SEC insider & ownership activity, last 12 months · CIK 1046025 · every row links its SEC filing
Over the last 12 months insiders sold $1.5M against $426K of open-market buying. McDonald Bryan bought $426K in discretionary trades (Nov). Prudential Financial Inc added 6.7% → 8.3%; Jennison Associates LLC trimmed 9.2% → 7.8%. No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
1 buyer, $426K (1 lots) · 8 sellers, $1.5M (12 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| McDonald Bryan | 1 | $426K | 0 | – | Nov 20, 2025 |
| Charneski Brian | 0 | – | 1 | $399K | Sep 3, 2026 |
| Jeffrey S. Lyon | 0 | – | 1 | $300K | Aug 5, 2026 |
| Chalfant Tony | 0 | – | 2 | $226K | Aug 5, 2026 |
| Kelli A. Wilson | 0 | – | 2 | $162K | Jul 30, 2026 |
| Sabrina C. Robison | 0 | – | 2 | $150K | May 1, 2026 |
| Matthew T. Ray | 0 | – | 1 | $111K | Aug 13, 2026 |
| Donald Hinson | 0 | – | 1 | $109K | Jun 9, 2026 |
| Frederick B. Rivera | 0 | – | 2 | $84K | Sep 15, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13.3% | 13G | Apr 24, 2026 | filing ↗ | |
| Prudential Financial Inc | 8.3% | 13G | May 15, 2025 | filing ↗ | |
| Jennison Associates LLC | 7.8% | 13G | May 6, 2026 | filing ↗ | |
| Victory Capital Management, Inc. | 6.0% | 13G | May 11, 2026 | filing ↗ | |
| Vanguard Capital Management | 5.2% | 13G | Apr 30, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Matthew T. Ray | $110K | Aug 6, 2026 | filing ↗ |
| Tony Chalfant | $97K | Aug 5, 2026 | filing ↗ |
| Jeffrey S. Lyon | $300K | Aug 4, 2026 | filing ↗ |
| Kelli A. Wilson | $112K | Jul 30, 2026 | filing ↗ |
| Donald Hinson | $109K | Jun 9, 2026 | filing ↗ |
| Tony Chalfant | $129K | Feb 11, 2026 | filing ↗ |
| Frederick B. Rivera | $47K | Feb 3, 2026 | filing ↗ |
| Kelli A. Wilson | $50K | Jan 26, 2026 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | Jul 23, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jul 23, 2026 | filing ↗ |
| Other events (8.01) | Jul 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 23, 2026 | filing ↗ |
| Shareholder vote (5.07) | May 7, 2026 | filing ↗ |
| Earnings (2.02) | Apr 23, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Apr 23, 2026 | filing ↗ |
| Other events (8.01) | Apr 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 23, 2026 | filing ↗ |
| Other events (8.01) | Mar 20, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 2, 2026 | filing ↗ |
| Acquisition or disposition (2.01) | Jan 31, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jan 31, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 31, 2026 | filing ↗ |
| Earnings (2.02) | Jan 22, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jan 22, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 22, 2026 | filing ↗ |
| Shareholder vote (5.07) | Jan 21, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 21, 2026 | filing ↗ |
| Other events (8.01) | Jan 16, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 16, 2026 | filing ↗ |
| Other events (8.01) | Dec 29, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 29, 2025 | filing ↗ |
| Officer/director changes (5.02) | Dec 19, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 19, 2025 | filing ↗ |
| Earnings (2.02) | Oct 23, 2025 | filing ↗ |
| Reg FD disclosure (7.01) | Oct 23, 2025 | filing ↗ |
| Other events (8.01) | Oct 23, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Oct 23, 2025 | filing ↗ |
| Material agreement (1.01) | Sep 25, 2025 | filing ↗ |