Nasdaq · CIK 0001046025
HFWA HERITAGE FINANCIAL CORP /WA/
Insider trading from SEC Form 4. Last filing 28 d ago. Close $27.16 on Oct 9, 2026, +30% from the 52-week low and -12% from the high.
HERITAGE FINANCIAL CORP /WA/ (HFWA) has 92 SEC Form 4 filings on file from 15 insiders, the latest filed on Sep 15, 2026. In the last 90 days insiders made 0 open-market buys worth $0 and 2 open-market sells worth $436k, net -$436k.
11 open-market trades have been scored at HFWA. The newest: Frederick B Rivera (director) sold $37k of stock on Sep 15, 2026, filed Sep 15, 2026, scored 34 (weak). The largest of the 11 shown: Bryan McDonald (President) bought $426k on Nov 20, 2025, scored 57 (moderate). 2 insiders sold within 14 days of each other around Sep 15, 2026.
HFWA closed at $27.16 on Oct 9, 2026, 30% above its 52-week low and 12% below its 52-week high.
4 Form 144 notices of planned sales are on file, the latest filed Mar 17, 2025.
Last 90 days
Price and insider trades, last year
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
Open-market buys and sells at HERITAGE FINANCIAL CORP /WA/, scored.
| Score | Insider | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 34Weak | Frederick B Rivera director sell | $37k 1,300 shares | -18% | - | |
| 59Moderate | Brian Charneski director sell | $399k 13,675 shares | -100% | - | |
| 39Weak | Tony Chalfant EVP Chief Credit Officer sell | $129k 4,668 shares | -19% | +38% from low-1% from high | |
| 46Moderate | Frederick B Rivera director sell | $47k 1,800 shares | -27% | +32% from low-5% from high | |
| 40Moderate | Kelli Ann Wilson EVP Chief Banking Officer sell | $50k 1,900 shares | -33% | +30% from low-6% from high | |
| 57Moderate | Bryan McDonald President buy | $426k 19,106 shares | +156% | +10% from low-13% from high | |
| 15Weak | Amy E. Curran EVP Director Commercial Lend sell | $20k 858 shares | -3% | - | |
| 36Weak | Jeffrey J Deuel CEO sell | $166k 7,033 shares | -9% | - | |
| 31Weak | Donald Hinson EVPand Chief Financial Officer sell | $81k 3,420 shares | -8% | - | |
| 45Moderate | Frederick B Rivera director sell | $102k 4,000 shares | -51% | - | |
| 29Weak | Tony Chalfant EVP Chief Credit Officer sell | $79k 2,975 shares | -13% | - |
Planned sales
Form 144 notices filed before a sale of restricted or control stock, newest first. The sale itself usually reaches a Form 4 within days. All planned sales
| Filed | Seller | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Mar 17, 2025 | Deuel Jeffrey J Officer | 7,033 0.02% of outstanding | $166k | Mar 17, 2025 | none |
| Mar 17, 2025 | Hinson Donald Officer | 3,420 0.01% of outstanding | $80k | Mar 17, 2025 | none |
| Jan 27, 2025 | Rivera Frederick B Director | 4,000 0.01% of outstanding | $102k | Jan 27, 2025 | none |
| Nov 7, 2024 | Chalfant Tony Officer | 2,975 0.01% of outstanding | $71k | Nov 7, 2024 | none |
Transactions
The newest 50 of 308 rows filed, every code.
| Date | Insider | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Sep 15, 2026 | Frederick B Rivera director | SOpen-market sale Common Stock | -1,300 | $28.57 | $37k | 5,890 | 28 d ago |
| Sep 3, 2026 | Brian Charneski director | SOpen-market sale Common Stockindirect: by Corporation | -13,675 | $29.18 | $399k | 0 | 40 d ago |
| Jun 17, 2026 | Scott Tanton Allan director | AGrant or award Restricted Stock Unitsderivative | +1,999 | $27.52 | $55k | 1,999 | Jun 17, 2026 |
| Jun 17, 2026 | Brian Charneski director | AGrant or award Restricted Stock Unitsderivative | +1,999 | $27.52 | $55k | 1,999 | Jun 17, 2026 |
| Jun 17, 2026 | Kimberly T Ellwanger director | AGrant or award Restricted Stock Unitsderivative | +1,999 | $27.52 | $55k | 1,999 | Jun 17, 2026 |
| Jun 17, 2026 | Trevor D. Dryer director | AGrant or award Restricted Stock Unitsderivative | +1,999 | $27.52 | $55k | 1,999 | Jun 17, 2026 |
| Jun 15, 2026 | Tony Chalfant EVP Chief Credit Officer | MOption exercise Common Stock | +1,316 | $28.44 | $37k | 23,731 | Jun 15, 2026 |
| Jun 15, 2026 | Amy E. Curran EVP Director Commercial Lend | MOption exercise Common Stock | +576 | $28.44 | $16k | 30,029 | Jun 15, 2026 |
| Jun 15, 2026 | Tony Chalfant EVP Chief Credit Officer | FTax withholding Common Stock | -135 | $28.44 | $3,839 | 23,596 | Jun 15, 2026 |
| Jun 15, 2026 | Amy E. Curran EVP Director Commercial Lend | FTax withholding Common Stock | -71 | $28.44 | $2,019 | 29,958 | Jun 15, 2026 |
| Jun 15, 2026 | Amy E. Curran EVP Director Commercial Lend | MOption exercise Restricted Stock Unitsderivative | -576 | $28.44 | $16k | 1,151 | Jun 15, 2026 |
| Jun 15, 2026 | Tony Chalfant EVP Chief Credit Officer | MOption exercise Restricted Stock Unitsderivative | -1,316 | $28.44 | $37k | 0 | Jun 15, 2026 |
| May 1, 2026 | Kimberly T Ellwanger director | MOption exercise Common Stock | +2,218 | $27.61 | $61k | 35,037 | May 4, 2026 |
| May 1, 2026 | Brian Charneski director | MOption exercise Common Stock | +2,218 | $27.61 | $61k | 44,709 | May 4, 2026 |
| May 1, 2026 | Trevor D. Dryer director | MOption exercise Common Stock | +2,218 | $27.61 | $61k | 9,977 | May 4, 2026 |
| May 1, 2026 | Kimberly T Ellwanger director | MOption exercise Restricted Stock Unitsderivative | -2,218 | $27.61 | $61k | 0 | May 4, 2026 |
| May 1, 2026 | Brian Charneski director | MOption exercise Restricted Stock Unitsderivative | -2,218 | $27.61 | $61k | 0 | May 4, 2026 |
| May 1, 2026 | Trevor D. Dryer director | MOption exercise Restricted Stock Unitsderivative | -2,218 | $27.61 | $61k | 0 | May 4, 2026 |
| Mar 16, 2026 | Donald Hinson EVPand Chief Financial Officer | MOption exercise Common Stock | +850 | $24.89 | $21k | 42,937 | Mar 18, 2026 |
| Mar 16, 2026 | Thomas J Henning EVP Chief Risk Officer | MOption exercise Common Stock | +1,440 | $24.89 | $36k | 15,873 | Mar 18, 2026 |
| Mar 16, 2026 | Tony Chalfant EVP Chief Credit Officer | MOption exercise Common Stock | +1,227 | $24.89 | $31k | 21,097 | Mar 18, 2026 |
| Mar 16, 2026 | William Glasby EVP Chief Information Officer | MOption exercise Common Stock | +302 | $24.89 | $7,517 | 9,257 | Mar 18, 2026 |
| Mar 16, 2026 | Sabrina C Robison EVP Chief HR Officer | MOption exercise Common Stock | +1,147 | $24.89 | $29k | 31,500 | Mar 18, 2026 |
| Mar 16, 2026 | Bryan McDonald President | MOption exercise Common Stock | +1,115 | $24.89 | $28k | 32,178 | Mar 18, 2026 |
| Mar 16, 2026 | Kelli Ann Wilson EVP Chief Banking Officer | MOption exercise Common Stock | +490 | $24.89 | $12k | 4,268 | Mar 18, 2026 |
| Mar 16, 2026 | Amy E. Curran EVP Director Commercial Lend | MOption exercise Common Stock | +155 | $24.89 | $3,858 | 25,486 | Mar 18, 2026 |
| Mar 16, 2026 | Matthew T. Ray EVP Chief Lending Officer | MOption exercise Common Stock | +504 | $24.89 | $13k | 23,164 | Mar 18, 2026 |
| Mar 16, 2026 | Bryan McDonald President | MOption exercise Common Stock | +1,743 | $24.89 | $43k | 33,921 | Mar 18, 2026 |
| Mar 16, 2026 | Tony Chalfant EVP Chief Credit Officer | MOption exercise Common Stock | +733 | $24.89 | $18k | 21,830 | Mar 18, 2026 |
| Mar 16, 2026 | Matthew T. Ray EVP Chief Lending Officer | MOption exercise Common Stock | +155 | $24.89 | $3,858 | 23,319 | Mar 18, 2026 |
| Mar 16, 2026 | William Glasby EVP Chief Information Officer | MOption exercise Common Stock | +1,824 | $24.89 | $45k | 11,081 | Mar 18, 2026 |
| Mar 16, 2026 | Sabrina C Robison EVP Chief HR Officer | MOption exercise Common Stock | +265 | $24.89 | $6,596 | 31,765 | Mar 18, 2026 |
| Mar 16, 2026 | Donald Hinson EVPand Chief Financial Officer | MOption exercise Common Stock | +1,455 | $24.89 | $36k | 44,392 | Mar 18, 2026 |
| Mar 16, 2026 | Thomas J Henning EVP Chief Risk Officer | MOption exercise Common Stock | +530 | $24.89 | $13k | 16,403 | Mar 18, 2026 |
| Mar 16, 2026 | Kelli Ann Wilson EVP Chief Banking Officer | MOption exercise Common Stock | +530 | $24.89 | $13k | 4,798 | Mar 18, 2026 |
| Mar 16, 2026 | Amy E. Curran EVP Director Commercial Lend | MOption exercise Common Stock | +776 | $24.89 | $19k | 26,262 | Mar 18, 2026 |
| Mar 16, 2026 | Donald Hinson EVPand Chief Financial Officer | MOption exercise Common Stock | +203 | $24.89 | $5,053 | 44,595 | Mar 18, 2026 |
| Mar 16, 2026 | William Glasby EVP Chief Information Officer | MOption exercise Common Stock | +1,571 | $24.89 | $39k | 12,652 | Mar 18, 2026 |
| Mar 16, 2026 | Tony Chalfant EVP Chief Credit Officer | MOption exercise Common Stock | +176 | $24.89 | $4,381 | 22,006 | Mar 18, 2026 |
| Mar 16, 2026 | Matthew T. Ray EVP Chief Lending Officer | MOption exercise Common Stock | +662 | $24.89 | $16k | 23,981 | Mar 18, 2026 |
| Mar 16, 2026 | Bryan McDonald President | MOption exercise Common Stock | +267 | $24.89 | $6,646 | 34,188 | Mar 18, 2026 |
| Mar 16, 2026 | Kelli Ann Wilson EVP Chief Banking Officer | MOption exercise Common Stock | +1,453 | $24.89 | $36k | 6,251 | Mar 18, 2026 |
| Mar 16, 2026 | Sabrina C Robison EVP Chief HR Officer | MOption exercise Common Stock | +1,363 | $24.89 | $34k | 33,128 | Mar 18, 2026 |
| Mar 16, 2026 | Thomas J Henning EVP Chief Risk Officer | MOption exercise Common Stock | +1,671 | $24.89 | $42k | 18,074 | Mar 18, 2026 |
| Mar 16, 2026 | Amy E. Curran EVP Director Commercial Lend | MOption exercise Common Stock | +1,061 | $24.89 | $26k | 27,323 | Mar 18, 2026 |
| Mar 16, 2026 | Thomas J Henning EVP Chief Risk Officer | MOption exercise Common Stock | +1,475 | $24.89 | $37k | 19,549 | Mar 18, 2026 |
| Mar 16, 2026 | William Glasby EVP Chief Information Officer | MOption exercise Common Stock | +1,594 | $24.89 | $40k | 14,246 | Mar 18, 2026 |
| Mar 16, 2026 | Donald Hinson EVPand Chief Financial Officer | MOption exercise Common Stock | +1,177 | $24.89 | $29k | 45,772 | Mar 18, 2026 |
| Mar 16, 2026 | Tony Chalfant EVP Chief Credit Officer | MOption exercise Common Stock | +992 | $24.89 | $25k | 22,998 | Mar 18, 2026 |
| Mar 16, 2026 | Sabrina C Robison EVP Chief HR Officer | MOption exercise Common Stock | +1,263 | $24.89 | $31k | 34,391 | Mar 18, 2026 |
Insiders
Everyone who has filed a Form 4 here.
- Scott Tanton Allandirector
- Brian Charneskidirector
- Tony ChalfantEVP Chief Credit Officer
- Amy E. CurranEVP Director Commercial Lend
- Jeffrey J DeuelCEO
- Trevor D. Dryerdirector
- Kimberly T Ellwangerdirector
- William GlasbyEVP Chief Information Officer
- Thomas J HenningEVP Chief Risk Officer
- Donald HinsonEVPand Chief Financial Officer
- Bryan McDonaldPresident
- Matthew T. RayEVP Chief Lending Officer
- Frederick B Riveradirector
- Sabrina C RobisonEVP Chief HR Officer
- Kelli Ann WilsonEVP Chief Banking Officer
Questions about HFWA
Answered from the filings on this page, as of the latest one.
Are insiders buying HFWA?
As of Sep 15, 2026, SEC Form 4 filings show 0 open-market buys worth $0 by 0 insiders and 2 open-market sells worth $436k by 2 insiders at HERITAGE FINANCIAL CORP /WA/ in the last 90 days, net -$436k. Only purchases (code P) and sales (code S) count; grants, option exercises and tax withholding do not.
Who was the last insider to trade HFWA on the open market?
Frederick B Rivera (director) sold $37k of HFWA on Sep 15, 2026 and filed the Form 4 on Sep 15, 2026. InsiderTell scored 34 (weak), with 2 insiders on the same side within 14 days.
How many insiders file Form 4 at HERITAGE FINANCIAL CORP /WA/?
15 people have filed a Form 4 at HERITAGE FINANCIAL CORP /WA/, among them Scott Tanton Allan (director), Brian Charneski (director), Tony Chalfant (EVP Chief Credit Officer). Officers, directors and holders of more than 10% of a share class must report their trades within two business days.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.