HFWA Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 1.80%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $448,030.74

Heritage Financial Insider Trading History Chart

Heritage Financial Share Price & Price History

^$24.33

▲ +0.19 (0.79%)

As of 03/31/2025 05:00 PM ET

Days: 30 | 90 | 365

Heritage Financial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
3/17/2025	Amy E Curran	Director	Sell	858	$23.77	$20,394.66	24,353
3/17/2025	Donald Hinson	CFO	Sell	3,420	$23.59	$80,677.80	42,087
3/17/2025	Jeffrey J Deuel	CEO	Sell	7,033	$23.66	$166,400.78	70,906
1/27/2025	Frederick B Rivera	Director	Sell	4,000	$25.43	$101,720.00	3,844
11/7/2024	Tony Chalfant	EVP	Sell	2,975	$26.50	$78,837.50	20,119
12/11/2023	Frederick B Rivera	Director	Buy	600	$20.23	$12,138.00	4,721
9/13/2023	Brian Charneski	Director	Buy	5,000	$16.70	$83,500.00	36,540
5/19/2023	Frederick B Rivera	Director	Buy	600	$16.34	$9,804.00	4,121
5/4/2023	Brian Charneski	Director	Buy	5,000	$15.88	$79,400.00	13,675
4/26/2023	Jeffrey S Lyon	Director	Buy	1,750	$17.36	$30,380.00	40,742
11/4/2022	Cindy M. Huntley	EVP	Sell	1,193	$32.61	$38,903.73	19,815
11/2/2022	Brian L. Vance	Director	Sell	5,148	$32.73	$168,494.04	92,365
10/31/2022	Brian Charneski	Director	Sell	2,000	$33.67	$67,340.00	31,732
10/26/2022	John A. Clees	Director	Sell	2,000	$31.55	$63,100.00	44,916
10/24/2022	Tony Chalfant	EVP	Sell	3,124	$31.38	$98,031.12	16,143
6/7/2022	Brian L. Vance	Director	Sell	5,470	$25.83	$141,290.10	97,513

See Full Table

SEC Filings (Institutional Ownership Changes) for Heritage Financial (NASDAQ:HFWA)

78.30% of Heritage Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Heritage Financial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/18/2025	California State Teachers Retirement System	32,194	$0.79M	0.0%	-1.8%	0.095%
2/20/2025	Mackenzie Financial Corp	22,326	$0.55M	0.0%	N/A	0.065%
2/19/2025	Public Employees Retirement System of Ohio	3,989	$98K	0.0%	+475.6%	0.012%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	72,713	$1.78M	0.0%	+41.6%	0.213%
2/17/2025	Two Sigma Advisers LP	141,146	$3.46M	0.0%	-4.5%	0.413%
2/17/2025	Two Sigma Investments LP	127,093	$3.11M	0.0%	-15.7%	0.372%
2/17/2025	Rafferty Asset Management LLC	29,396	$0.72M	0.0%	-26.0%	0.086%
2/17/2025	Point72 Asia Singapore Pte. Ltd.	3,553	$87K	0.0%	+519.0%	0.010%
2/17/2025	Point72 Asset Management L.P.	7,900	$0.19M	0.0%	+81.6%	0.023%
2/17/2025	ProShare Advisors LLC	304,469	$7.46M	0.0%	-7.1%	0.892%
2/17/2025	Occudo Quantitative Strategies LP	11,637	$0.29M	0.1%	-7.1%	0.034%
2/17/2025	Millennium Management LLC	34,619	$0.85M	0.0%	-24.7%	0.101%
2/17/2025	Deutsche Bank AG	29,871	$0.73M	0.0%	+60.1%	0.087%
2/17/2025	Deprince Race & Zollo Inc.	153,259	$3.76M	0.1%	N/A	0.449%
2/17/2025	Cubist Systematic Strategies LLC	23,129	$0.57M	0.0%	+96.9%	0.068%
2/17/2025	Bridgeway Capital Management LLC	241,351	$5.91M	0.1%	+2.4%	0.707%
2/17/2025	Bank of America Corp DE	147,887	$3.62M	0.0%	+45.5%	0.433%
2/17/2025	BNP Paribas Financial Markets	33,825	$0.83M	0.0%	-2.4%	0.099%
2/17/2025	Ameriprise Financial Inc.	381,247	$9.34M	0.0%	-31.4%	1.116%
2/14/2025	Jane Street Group LLC	20,003	$0.49M	0.0%	-69.3%	0.059%
2/14/2025	Comerica Bank	16,549	$0.41M	0.0%	-2.9%	0.048%
2/14/2025	AQR Capital Management LLC	269,759	$6.61M	0.0%	-2.2%	0.790%
2/14/2025	Northern Trust Corp	433,678	$10.63M	0.0%	+1.5%	1.270%
2/14/2025	The Manufacturers Life Insurance Company	329,605	$8.08M	0.0%	-1.7%	0.965%
2/14/2025	Tudor Investment Corp ET AL	61,356	$1.50M	0.0%	N/A	0.180%
2/14/2025	Lord Abbett & CO. LLC	317,381	$7.78M	0.0%	-0.9%	0.929%
2/14/2025	Voya Investment Management LLC	28,345	$0.69M	0.0%	+27.9%	0.083%
2/14/2025	Price T Rowe Associates Inc. MD	29,901	$0.73M	0.0%	+6.8%	0.088%
2/14/2025	Stifel Financial Corp	8,367	$0.21M	0.0%	N/A	0.025%
2/14/2025	State of Tennessee Department of Treasury	16,212	$0.40M	0.0%	+79.4%	0.047%
2/14/2025	Tower Research Capital LLC TRC	1,459	$36K	0.0%	-74.1%	0.004%
2/14/2025	MetLife Investment Management LLC	20,710	$0.51M	0.0%	+10.2%	0.061%
2/14/2025	Dimensional Fund Advisors LP	2,068,354	$50.67M	0.0%	+1.6%	6.057%
2/14/2025	First Trust Advisors LP	25,156	$0.62M	0.0%	+20.5%	0.074%
2/13/2025	CANADA LIFE ASSURANCE Co	34,250	$0.84M	0.0%	-8.8%	0.100%
2/13/2025	Marshall Wace LLP	57,646	$1.41M	0.0%	N/A	0.169%
2/13/2025	Keeley Teton Advisors LLC	14,519	$0.36M	0.0%	-13.7%	0.043%
2/13/2025	Barclays PLC	70,900	$1.74M	0.0%	-3.3%	0.208%
2/13/2025	Sterling Capital Management LLC	1,064	$26K	0.0%	+794.1%	0.003%
2/13/2025	Martingale Asset Management L P	29,000	$0.71M	0.0%	N/A	0.085%
2/13/2025	Renaissance Technologies LLC	245,730	$6.02M	0.0%	-17.0%	0.720%
2/13/2025	Legal & General Group Plc	93,023	$2.28M	0.0%	-2.8%	0.272%
2/13/2025	Invesco Ltd.	369,429	$9.05M	0.0%	+112.5%	1.082%
2/13/2025	Federated Hermes Inc.	47,554	$1.17M	0.0%	-5.1%	0.139%
2/13/2025	Russell Investments Group Ltd.	143,913	$3.53M	0.0%	+357.0%	0.421%
2/13/2025	Wells Fargo & Company MN	22,387	$0.55M	0.0%	+24.5%	0.066%
2/12/2025	ExodusPoint Capital Management LP	33,613	$0.82M	0.0%	+13.0%	0.098%
2/12/2025	Trexquant Investment LP	67,559	$1.66M	0.0%	+187.0%	0.198%
2/12/2025	Geode Capital Management LLC	799,965	$19.60M	0.0%	-1.2%	2.342%
2/12/2025	Franklin Resources Inc.	21,206	$0.52M	0.0%	N/A	0.062%
2/12/2025	Alliancebernstein L.P.	1,496,664	$36.67M	0.0%	-13.4%	4.382%
2/12/2025	Arrowstreet Capital Limited Partnership	433,296	$10.62M	0.0%	+12.1%	1.269%
2/12/2025	JPMorgan Chase & Co.	225,948	$5.54M	0.0%	+83.3%	0.662%
2/12/2025	WINTON GROUP Ltd	34,361	$0.84M	0.1%	+211.6%	0.101%
2/11/2025	Zions Bancorporation N.A.	6,847	$0.17M	0.0%	N/A	0.020%
2/11/2025	Prudential Financial Inc.	35,199	$0.86M	0.0%	-1.3%	0.103%
2/11/2025	Corebridge Financial Inc.	17,997	$0.44M	0.0%	-8.6%	0.053%
2/11/2025	Vanguard Group Inc.	2,438,315	$59.74M	0.0%	-1.8%	7.140%
2/11/2025	KLP Kapitalforvaltning AS	6,400	$0.16M	0.0%	N/A	0.019%
2/11/2025	Sei Investments Co.	47,958	$1.18M	0.0%	-25.5%	0.140%
2/11/2025	American Century Companies Inc.	278,175	$6.82M	0.0%	-5.0%	0.815%
2/11/2025	Quantbot Technologies LP	6,756	$0.17M	0.0%	N/A	0.020%
2/11/2025	Intech Investment Management LLC	34,307	$0.84M	0.0%	+85.8%	0.100%
2/10/2025	Thrivent Financial for Lutherans	30,654	$0.75M	0.0%	-75.1%	0.090%
2/10/2025	Royce & Associates LP	225,121	$5.52M	0.1%	-16.7%	0.659%
2/10/2025	Great Lakes Advisors LLC	220,251	$5.40M	0.0%	-3.1%	0.645%
2/7/2025	Amundi	16,923	$0.40M	0.0%	+199.9%	0.050%
2/6/2025	Dana Investment Advisors Inc.	206,517	$5.06M	0.2%	-5.4%	0.605%
2/6/2025	Proficio Capital Partners LLC	11,417	$0.28M	0.0%	N/A	0.033%
2/6/2025	Victory Capital Management Inc.	9,357	$0.23M	0.0%	N/A	0.027%
2/6/2025	Keybank National Association OH	49,841	$1.22M	0.0%	+5.2%	0.146%
2/6/2025	Charles Schwab Investment Management Inc.	1,249,905	$30.62M	0.0%	+0.7%	3.660%
2/5/2025	US Bancorp DE	10,584	$0.26M	0.0%	-93.6%	0.031%
2/5/2025	Proficio Capital Partners LLC	11,417	$0.28M	0.0%	N/A	0.033%
2/5/2025	Nwam LLC	53,477	$1.31M	0.1%	-2.5%	0.157%
2/4/2025	Illinois Municipal Retirement Fund	18,890	$0.46M	0.0%	-2.7%	0.055%
2/4/2025	Bank of New York Mellon Corp	366,836	$8.99M	0.0%	-45.9%	1.074%
2/4/2025	Mengis Capital Management Inc.	20,311	$0.50M	0.1%	+98.3%	0.059%
2/3/2025	Ieq Capital LLC	11,190	$0.27M	0.0%	N/A	0.033%
1/31/2025	Martin & Co. Inc. TN	130,846	$3.21M	0.8%	-4.1%	0.383%
1/31/2025	Principal Financial Group Inc.	189,719	$4.65M	0.0%	+3.1%	0.556%
1/30/2025	Rhumbline Advisers	104,433	$2.56M	0.0%	-0.7%	0.306%
1/28/2025	Empowered Funds LLC	118,851	$2.91M	0.0%	+5.1%	0.348%
1/27/2025	Mirae Asset Global Investments Co. Ltd.	24,968	$0.61M	0.0%	+18.0%	0.073%
1/27/2025	Yousif Capital Management LLC	13,089	$0.32M	0.0%	-4.1%	0.038%
1/24/2025	Jennison Associates LLC	2,206,766	$54.07M	0.0%	+26.7%	6.462%
1/22/2025	Aspire Capital Advisors LLC	8,764	$0.22M	0.1%	N/A	0.026%
1/17/2025	SG Americas Securities LLC	6,029	$0.15M	0.0%	-43.9%	0.018%
1/16/2025	Kiley Juergens Wealth Management LLC	236,027	$5.78M	1.4%	-3.4%	0.691%
1/14/2025	Assenagon Asset Management S.A.	105,011	$2.57M	0.0%	-34.4%	0.307%
12/26/2024	JPMorgan Chase & Co.	123,283	$2.68M	0.0%	+0.4%	0.361%
12/19/2024	Principal Financial Group Inc.	183,968	$4.01M	0.0%	-4.7%	0.539%
12/13/2024	Lord Abbett & CO. LLC	320,267	$6.97M	0.0%	-1.9%	0.938%
11/19/2024	Barclays PLC	73,300	$1.60M	0.0%	+105.4%	0.215%
11/16/2024	Geode Capital Management LLC	809,835	$17.63M	0.0%	+0.1%	2.371%
11/15/2024	Barclays PLC	73,300	$1.60M	0.0%	+105.4%	0.215%
11/15/2024	Y Intercept Hong Kong Ltd	35,933	$0.78M	0.0%	+73.8%	0.105%
11/15/2024	Jane Street Group LLC	65,088	$1.42M	0.0%	+46.9%	0.191%
11/15/2024	State Street Corp	1,594,963	$34.72M	0.0%	+0.3%	4.670%
11/15/2024	SageView Advisory Group LLC	14,116	$0.31M	0.0%	N/A	0.041%

Data available starting January 2016

See Full Table

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company's loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. It also originates loans that are guaranteed by the U.S. Small Business Administration; and provides objective advice from trusted advisers. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.

Today's Range

Now: $24.33

$24.00

$24.57

50 Day Range

MA: $24.48

$23.20

$25.77

52 Week Range

Now: $24.33

$16.55

$27.58

Volume

304,445 shs

Average Volume

202,568 shs

Market Capitalization

$827.00 million

P/E Ratio

19.62

Dividend Yield

3.94%

Beta

0.53

Who are the company insiders with the largest holdings of Heritage Financial?: Heritage Financial's top insider shareholders include:
Jeffrey J Deuel (CEO)
Donald Hinson (CFO)
Jeffrey S Lyon (Director)
Brian Charneski (Director)
Amy E Curran (Director)
Tony Chalfant (EVP)
Frederick B Rivera (Director)
Learn More about top insider investors at Heritage Financial.
Who are the major institutional investors of Heritage Financial?: Heritage Financial's top institutional shareholders include:
Vanguard Group Inc. — 7.14%
Jennison Associates LLC — 6.46%
Dimensional Fund Advisors LP — 6.06%
Alliancebernstein L.P. — 4.38%
Charles Schwab Investment Management Inc. — 3.66%
Geode Capital Management LLC — 2.34%
Learn More about top institutional investors of Heritage Financial stock.
Which institutional investors are selling Heritage Financial stock?: During the last quarter, HFWA stock was sold by these institutional investors:
Bank of New York Mellon Corp
Alliancebernstein L.P.
Ameriprise Financial Inc.
US Bancorp DE
Thrivent Financial for Lutherans
Assenagon Asset Management S.A.
Renaissance Technologies LLC
Jane Street Group LLC
In the last year, company insiders that have sold Heritage Financial company stock include:
Jeffrey J Deuel (CEO)
Donald Hinson (CFO)
Jeffrey S Lyon (Director)
Brian Charneski (Director)
Amy E Curran (Director)
Learn More investors selling Heritage Financial stock.
Which institutional investors are buying Heritage Financial stock?: During the last quarter, HFWA stock was bought by institutional investors including:
Jennison Associates LLC
Invesco Ltd.
Deprince Race & Zollo Inc.
Russell Investments Group Ltd.
JPMorgan Chase & Co.
Tudor Investment Corp ET AL
Marshall Wace LLP
Arrowstreet Capital Limited Partnership
Within the last year, these company insiders have bought Heritage Financial stock:
Jeffrey J Deuel (CEO)
Donald Hinson (CFO)
Jeffrey S Lyon (Director)
Learn More investors buying Heritage Financial stock.