HFWA (Heritage Financial Corp)
Insider Trading Activity
Every open-market purchase and sale reported by HFWA officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-03 | BRIAN CHARNESKI | Director | Sell | — | — |
| 2026-08-13 | Matthew T. Ray | EVP Chief Lending Officer | Sell | — | — |
| 2026-08-05 | Tony Chalfant | EVP Chief Credit Officer | Sell | — | — |
| 2026-08-05 | JEFFREY S LYON | Director | Sell | — | — |
| 2026-07-30 | Kelli Ann Wilson | EVP Chief Banking Officer | Sell | — | — |
| 2026-07-20 | William Glasby | EVP Chief Information Officer | MIXED | — | — |
| 2026-06-17 | Scott Tanton Allan | Director | A | — | — |
| 2026-06-17 | Karen R Saunders | Director | A | — | — |
| 2026-06-17 | BRIAN L VANCE | Director | A | — | — |
| 2026-06-17 | Ann Watson | Director | A | — | — |
| 2026-06-17 | JEFFREY S LYON | Director | A | — | — |
| 2026-06-17 | Frederick B Rivera | Director | A | — | — |
| 2026-06-17 | BRIAN CHARNESKI | Director | A | — | — |
| 2026-06-17 | Gail B. Giacobbe | Director | A | — | — |
| 2026-06-17 | Kimberly T Ellwanger | Director | A | — | — |
| 2026-06-17 | Trevor D. Dryer | Director | A | — | — |
| 2026-06-15 | Tony Chalfant | EVP Chief Credit Officer | MIXED | — | — |
| 2026-06-15 | Amy E. Curran | EVP Director Commercial Lend | MIXED | — | — |
| 2026-06-10 | Donald Hinson | EVPand Chief Financial Officer | Sell | — | — |
| 2026-05-04 | Kimberly T Ellwanger | Director | M | — | — |
| 2026-05-04 | BRIAN CHARNESKI | Director | M | — | — |
| 2026-05-04 | Sabrina C Robison | EVP Chief HR Officer | Sell | — | — |
| 2026-05-04 | Gail B. Giacobbe | Director | M | — | — |
| 2026-05-04 | Karen R Saunders | Director | M | — | — |
| 2026-05-04 | Ann Watson | Director | M | — | — |
| 2026-05-04 | BRIAN L VANCE | Director | M | — | — |
| 2026-05-04 | JEFFREY S LYON | Director | M | — | — |
| 2026-05-04 | Trevor D. Dryer | Director | M | — | — |
| 2026-05-04 | Frederick B Rivera | Director | M | — | — |
| 2026-03-18 | Sabrina C Robison | EVP Chief HR Officer | MIXED | — | — |
| 2026-03-18 | Amy E. Curran | EVP Director Commercial Lend | MIXED | — | — |
| 2026-03-18 | Thomas J Henning | EVP Chief Risk Officer | MIXED | — | — |
| 2026-03-18 | Tony Chalfant | EVP Chief Credit Officer | MIXED | — | — |
| 2026-03-18 | Matthew T. Ray | EVP Chief Lending Officer | MIXED | — | — |
| 2026-03-18 | Kelli Ann Wilson | EVP Chief Banking Officer | MIXED | — | — |
| 2026-03-18 | Donald Hinson | EVPand Chief Financial Officer | MIXED | — | — |
| 2026-03-18 | Bryan McDonald | President | MIXED | — | — |
| 2026-03-18 | William Glasby | EVP Chief Information Officer | MIXED | — | — |
| 2026-02-27 | Tony Chalfant | EVP Chief Credit Officer | A | — | — |
| 2026-02-27 | William Glasby | EVP Chief Information Officer | A | — | — |
| 2026-02-27 | Nicholas M Bley | EVP Chief Operating Officer | A | — | — |
| 2026-02-27 | Kelli Ann Wilson | EVP Chief Banking Officer | A | — | — |
| 2026-02-27 | Donald Hinson | EVPand Chief Financial Officer | A | — | — |
| 2026-02-27 | Sabrina C Robison | EVP Chief HR Officer | A | — | — |
| 2026-02-27 | Matthew T. Ray | EVP Chief Lending Officer | A | — | — |
| 2026-02-27 | Amy E. Curran | EVP Director Commercial Lend | A | — | — |
| 2026-02-27 | Bryan McDonald | President | A | — | — |
| 2026-02-27 | Thomas J Henning | EVP Chief Risk Officer | A | — | — |
| 2026-02-11 | Tony Chalfant | EVP Chief Credit Officer | Sell | — | — |
| 2026-02-03 | Frederick B Rivera | Director | Sell | — | — |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| — | Chairman | 294,435 | — |
| — | Director | 171,448 | — |
| — | Director | 132,049 | — |
| — | Director | 102,657 | — |
| — | Executive Vice President | 98,068 | — |
| — | Director | 84,625 | — |
| — | CEO | 72,956 | — |
| — | Director | 69,286 | — |
| — | President | 67,417 | — |
| — | Director | 61,085 | — |
| — | Director | 46,724 | — |
| — | Director | 44,709 | — |
| — | Director | 43,844 | — |
| — | President/Central Valley Bank | 43,449 | — |
| — | Director | 42,499 | — |
| — | EVPand Chief Financial Officer | 41,241 | — |
| — | Director | 40,719 | — |
| — | Director | 35,037 | — |
| — | Director | 34,104 | — |
| — | EVP Chief HR Officer | 32,931 | — |
| — | EVP Director Commercial Lend | 30,029 | — |
| — | Director | 29,825 | — |
| — | ExVicePres / Heritage Bank | 27,028 | — |
| — | Director | 26,121 | — |
| — | Chief Credit Officer | 25,770 | — |
Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.
Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.
Full filing history and per-insider positions are on the HFWA quote page; the site-wide leaderboard is on the insider transactions hub.