HFWA Heritage Financial Corporation
Heritage Financial Corporation (HFWA) Insider Activity
What the officers, directors and large holders did with their own shares. Only open-market purchases and sales count toward the totals — grants, option exercises and shares withheld for tax are compensation mechanics, not decisions, and they're listed separately below.
How much of that selling was preplanned? 0% planned / 100% discretionary
Largest single sale: $300.0K.
Where they traded
Last open-market purchase: November 20, 2025 , by McDonald Bryan .
Recent open-market activity
| Date | Insider | Role | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|---|
| Ray Matthew T. | EVP Chief Lending Officer | Sell | 3,692 | $30.10 | $111.1K | 22,735 −14% of holding | |
| LYON JEFFREY S | Director | Sell | 10,000 | $30.00 | $300.0K | 40,719 −19.7% of holding | |
| Chalfant Tony | EVP Chief Credit Officer | Sell | 3,234 | $29.92 | $96.8K | 20,362 −13.7% of holding | |
| Wilson Kelli Ann | EVP Chief Banking Officer | Sell | 3,778 | $29.69 | $112.2K | 3,099 −54.9% of holding | |
| Hinson Donald | EVPand Chief Financial Officer | Sell | 3,842 | $28.37 | $109.0K | 41,241 −8.5% of holding | |
| Robison Sabrina C 2 fills | EVP Chief HR Officer | Sell | 5,440 | $27.60 | $150.1K | 32,931 −14.2% of holding |
Form 4s are due within two business days of a transaction, so this is close to real time — unlike the quarterly 13F data on the Institutional tab. A single large sale often reflects a prearranged 10b5-1 plan rather than a fresh view, so read a pattern of sales rather than any one of them.