HFWA Heritage Financial Corporation

NASDAQ
$28.54

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.

30D 90D 6M 1Y
Insider signal In line Selling ran in line with HFWA's own trailing one-year pace, with 0% of sale value under a prearranged plan.
Cluster activity 0 buyers in the last 30 days 0 buyers in the last 90 days 4 sellers in the last 90 days
Insiders buying
1
1 transaction
Insiders selling
7
10 transactions
Purchases
$426.4K
19,106 shares
Sales
$1.1M
38,354 shares
Net activity
-$679.5K
purchases less sales

How much of that selling was preplanned? 0% planned / 100% discretionary

10b5-1 plan sales $0 0 transactions · 0 shares
Discretionary sales $1.1M 10 transactions · 38,354 shares

Largest single sale: $300.0K.

Where they traded

Buy Sell Dot area is proportional to transaction value.

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
Chalfant Tony EVP Chief Credit Officer Sell 4,668 $27.65 $129.1K 19,870 −19% of holding
Rivera Frederick B Director Sell 1,800 $26.31 $47.3K 4,972 −26.6% of holding
Wilson Kelli Ann EVP Chief Banking Officer Sell 1,900 $26.48 $50.3K 3,778 −33.5% of holding
McDonald Bryan President Buy 19,106 $22.32 $426.4K 31,363

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.