HFWA · Insider Trading
Heritage Financial Corp
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.
| Filed | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-15 | Frederick B Rivera | Director | Sell | −1,300 | −$37.13K |
| 2026-09-03 | Brian Charneski | Director | Sell | −13,675 | −$399.09K |
| 2026-08-13 | Matthew T. Ray | EVP Chief Lending Officer | Sell | −3,692 | −$111.13K |
| 2026-08-05 | Tony Chalfant | EVP Chief Credit Officer | Sell | −3,234 | −$96.75K |
| 2026-08-05 | Jeffrey S Lyon | Director | Sell | −10,000 | −$300.00K |
| 2026-07-30 | Kelli Ann Wilson | EVP Chief Banking Officer | Sell | −3,778 | −$112.18K |
| 2026-07-20 | William Glasby | EVP Chief Information Officer | MIXED | +9,436 | +$287.99K |
| 2026-06-17 | Scott Tanton Allan | Director | A | +1,999 deriv. | — |
| 2026-06-17 | Karen R Saunders | Director | A | +1,999 deriv. | — |
| 2026-06-17 | Brian L Vance | Director | A | +1,999 deriv. | — |
| 2026-06-17 | Ann Watson | Director | A | +1,999 deriv. | — |
| 2026-06-17 | Jeffrey S Lyon | Director | A | +1,999 deriv. | — |
| 2026-06-17 | Frederick B Rivera | Director | A | +1,999 deriv. | — |
| 2026-06-17 | Brian Charneski | Director | A | +1,999 deriv. | — |
| 2026-06-17 | Gail B. Giacobbe | Director | A | +1,999 deriv. | — |
| 2026-06-17 | Kimberly T Ellwanger | Director | A | +1,999 deriv. | — |
| 2026-06-17 | Trevor D. Dryer | Director | A | +1,999 deriv. | — |
| 2026-06-15 | Tony Chalfant | EVP Chief Credit Officer | MIXED | +1,181 | +$33.59K |
| 2026-06-15 | Amy E. Curran | EVP Director Commercial Lend | MIXED | +505 | +$14.36K |
| 2026-06-10 | Donald Hinson | EVPand Chief Financial Officer | Sell | −3,842 | −$109.01K |
| 2026-05-04 | Kimberly T Ellwanger | Director | M | +2,218 | +$61.24K |
| 2026-05-04 | Brian Charneski | Director | M | +2,218 | +$61.24K |
| 2026-05-04 | Sabrina C Robison | EVP Chief HR Officer | Sell | −5,439 | −$150.13K |
| 2026-05-04 | Gail B. Giacobbe | Director | M | +2,218 | +$61.24K |
| 2026-05-04 | Karen R Saunders | Director | M | +2,218 | +$61.24K |
| 2026-05-04 | Ann Watson | Director | M | +2,218 | +$61.24K |
| 2026-05-04 | Brian L Vance | Director | M | +2,218 | +$61.24K |
| 2026-05-04 | Jeffrey S Lyon | Director | M | +2,218 | +$61.24K |
| 2026-05-04 | Trevor D. Dryer | Director | M | +2,218 | +$61.24K |
| 2026-05-04 | Frederick B Rivera | Director | M | +2,218 | +$61.24K |
| 2026-03-18 | Sabrina C Robison | EVP Chief HR Officer | MIXED | +3,294 | +$81.99K |
| 2026-03-18 | Amy E. Curran | EVP Director Commercial Lend | MIXED | +4,122 | +$102.60K |
| 2026-03-18 | Thomas J Henning | EVP Chief Risk Officer | MIXED | +4,178 | +$103.99K |
| 2026-03-18 | Tony Chalfant | EVP Chief Credit Officer | MIXED | +2,545 | +$63.35K |
| 2026-03-18 | Matthew T. Ray | EVP Chief Lending Officer | MIXED | +3,767 | +$93.76K |
| 2026-03-18 | Kelli Ann Wilson | EVP Chief Banking Officer | MIXED | +3,099 | +$77.13K |
| 2026-03-18 | Donald Hinson | EVPand Chief Financial Officer | MIXED | +2,996 | +$74.57K |
| 2026-03-18 | Bryan McDonald | President | MIXED | +4,052 | +$100.85K |
| 2026-03-18 | William Glasby | EVP Chief Information Officer | MIXED | +3,953 | +$98.39K |
| 2026-02-27 | Tony Chalfant | EVP Chief Credit Officer | A | +5,514 deriv. | — |
| 2026-02-27 | William Glasby | EVP Chief Information Officer | A | +5,538 deriv. | — |
| 2026-02-27 | Nicholas M Bley | EVP Chief Operating Officer | A | +6,042 deriv. | — |
| 2026-02-27 | Kelli Ann Wilson | EVP Chief Banking Officer | A | +5,037 deriv. | — |
| 2026-02-27 | Donald Hinson | EVPand Chief Financial Officer | A | +6,538 deriv. | — |
| 2026-02-27 | Sabrina C Robison | EVP Chief HR Officer | A | +4,860 deriv. | — |
| 2026-02-27 | Matthew T. Ray | EVP Chief Lending Officer | A | +5,510 deriv. | — |
| 2026-02-27 | Amy E. Curran | EVP Director Commercial Lend | A | +5,355 deriv. | — |
| 2026-02-27 | Bryan McDonald | President | A | +14,162 deriv. | — |
| 2026-02-27 | Thomas J Henning | EVP Chief Risk Officer | A | +5,225 deriv. | — |
| 2026-02-11 | Tony Chalfant | EVP Chief Credit Officer | Sell | −4,668 | −$129.06K |
| Insider | Role | Shares Held | Value |
|---|---|---|---|
| Brian L Vance | Director | 102,657 | $2.92M |
| Jeffrey J Deuel | CEO | 72,956 | $2.08M |
| Bryan McDonald | President | 67,417 | $1.92M |
| Brian Charneski | Director | 44,709 | $1.27M |
| Donald Hinson | EVPand Chief Financial Officer | 41,241 | $1.17M |
| Jeffrey S Lyon | Director | 40,719 | $1.16M |
| Kimberly T Ellwanger | Director | 35,037 | $997.50K |
| Sabrina C Robison | EVP Chief HR Officer | 32,931 | $937.55K |
| Amy E. Curran | EVP Director Commercial Lend | 30,029 | $854.93K |
| Ann Watson | Director | 26,121 | $743.66K |
| Deborah J Gavin | Director | 23,997 | $683.19K |
| Matthew T. Ray | EVP Chief Lending Officer | 22,735 | $647.27K |
| Tony Chalfant | EVP Chief Credit Officer | 20,362 | $579.71K |
| Thomas J Henning | EVP Chief Risk Officer | 18,611 | $529.86K |
| William Glasby | EVP Chief Information Officer | 15,171 | $431.92K |
| Trevor D. Dryer | Director | 9,977 | $284.05K |
| Gail B. Giacobbe | Director | 9,977 | $284.05K |
| Frederick B Rivera | Director | 5,890 | $167.69K |
| Nicholas M Bley | EVP Chief Operating Officer | 3,814 | $108.58K |
| Kelli Ann Wilson | EVP Chief Banking Officer | 3,099 | $88.23K |
| Karen R Saunders | Director | 2,218 | $63.15K |
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.
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.