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HFWA · Heritage Financial Corp /Wa/
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HFWA Heritage Financial (HFWA) Insider Trading, Ownership & Congress Trades

Banks · Savings institutions, not federally chartered · CIK 0001046025
Quote by TradingView
Form 144 · 4
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter
Conversions, 180 days
18
Codes C/M, not in net · $800.2K priced

What the filings say about HFWA

Insiders, 180 days
-$1.3M net sold
8 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$618.8K
4 notices

Heritage Financial insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, HERITAGE FINANCIAL CORP /WA/ insiders sold a net $1.3M of stock across 32 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Rivera Frederick B
Director
SELL
2026-09-15 SEC
1,300
$37.1K
+3.9%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (3 buys, 3 sales), the last on Feb 3, 2026.
  • -3.8% median (-1.3% mean) 90-day return after 3 previous buys.
  • The trade is 22.1% of the 5,890 shares held after it.
  • 1 other insider sold within 30 days.
Insider activity: Director Rivera Frederick B sold about $37.1K of HFWA on Sep 15, 2026; 1 other insider sold within 30 days.
CHARNESKI BRIAN
Director
SELL
2026-09-03 SEC
13,675
$399.1K
-0.6%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (2 buys, 2 sales), the last on Sep 13, 2023.
  • +21.1% median (+21.1% mean) 90-day return after 2 previous buys.
  • 4 other insiders sold within 30 days.
Insider activity: Director CHARNESKI BRIAN sold about $399.1K of HFWA on Sep 3, 2026, the largest insider sale at the company on our record; 4 other insiders sold within 30 days.
Ray Matthew T.
EVP Chief Lending Officer
SELL
2026-08-13 SEC
3,692
$111.1K
-2.1%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 16.2% of the 22,735 shares held after it.
  • 4 other insiders sold within 30 days.
Insider activity: EVP Chief Lending Officer Ray Matthew T. sold about $111.1K of HFWA on Aug 13, 2026; 4 other insiders sold within 30 days.
Chalfant Tony
EVP Chief Credit Officer
SELL
2026-08-05 SEC
3,234
$96.8K
-1.8%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Feb 11, 2026.
  • The trade is 15.9% of the 20,362 shares held after it.
  • 4 other insiders sold within 30 days.
Insider activity: EVP Chief Credit Officer Chalfant Tony sold about $96.8K of HFWA on Aug 5, 2026; 4 other insiders sold within 30 days.
LYON JEFFREY S
Director
SELL
2026-08-05 SEC
10,000
$300.0K
-1.8%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Apr 26, 2023.
  • The trade is 24.6% of the 40,719 shares held after it.
  • 4 other insiders sold within 30 days.
Insider activity: Director LYON JEFFREY S sold about $300.0K of HFWA on Aug 5, 2026, the largest insider sale at the company on our record; 4 other insiders sold within 30 days.
32 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 27 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$1.3M over 180 days
-$1.1M over 90 days
below 75% of Banks
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
$11.1M repurchased, FY to 2026-06-30
more than 58% of Banks
Short interest
8.2% of the float short (float per yahoo 2026-10-27) · 10.8 days to cover · settled 2026-10-15
more than 93% of Banks
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch HFWA

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+31.0%12M
-6%+9%+24%+40%2025-102025-122026-022026-042026-062026-082026-10 2025-11-20 · McDonald Bryan bought $426.4K2026-09-03 · CHARNESKI BRIAN sold $399.1K2026-08-05 · LYON JEFFREY S sold $300.0K2026-05-01 · Robison Sabrina C sold $130.4K2026-02-11 · Chalfant Tony sold $129.1K2026-07-30 · Wilson Kelli Ann sold $112.2K2026-08-13 · Ray Matthew T. sold $111.1K2026-06-09 · Hinson Donald sold $109.0K2026-08-05 · Chalfant Tony sold $96.8K2026-01-26 · Wilson Kelli Ann sold $50.3K2026-02-03 · Rivera Frederick B sold $47.4K2026-09-15 · Rivera Frederick B sold $37.1K2026-05-01 · Robison Sabrina C sold $19.7K2026-08-06 · Ray Matthew T. filed to sell $109.8K2026-08-05 · TONY CHALFANT filed to sell $96.8K2026-08-04 · LYON JEFFREY S filed to sell $300.1K2026-07-30 · KELLI A WILSON filed to sell $112.2K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns HFWA: institutional holders (13F)

13F holdings, latest reported quarter
SEC 13F
No reported 13F holders

No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.

Congress trades in HFWA

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

HFWA planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Ray Matthew T.
Filed 2026-08-06
$109.8K
TONY CHALFANT
Filed 2026-08-05
$96.8K
LYON JEFFREY S
Filed 2026-08-04
$300.1K
KELLI A WILSON
Filed 2026-07-30
$112.2K
Executive pay vs shareholder return · Mr. Deuel
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$1.3M
$1.3M
$761.4K
+23%
+60%
2020
$1.3M
$1.2M
$599.7K
-14%
-9%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $1.3M sold by insiders over 180 days, $618.8K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
UMBFBWFGPBPEBOFMBMGABCNEWTDCOMPCBISBAWSBFJMSB

HFWA financials

Complaints, 90 days
4
- YoY · CFPB
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
$80.4M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
n/a
no debt line filed
Cash flow to debt
n/a
no debt line filed
Return on equity
+7.8%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+1.0%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
P/E, trailing
13.86x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no debt line filed
FCF yield
+6.8%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
0.30x
P/E over trailing EPS growth of 47%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Net income$67.5M$43.3M$61.8M$81.9M
EPS (diluted)1.961.241.752.31
Operating cash flow$94.8M$64.5M$109.5M$94.5M
Cash$233.1M$117.1M$225.0M$103.6M
Buybacks$5.5M$22.4M$7.0M$3.2M
Dividends paid$32.6M$31.8M$30.8M$29.5M
SEC XBRL, fiscal years, as known on 2026-10-28

HFWA Stock Sonar score 3/7 axes

Find similar shapesCompare

HFWA ranks highest on profitability (35th percentile) and insider conviction (12th), and lowest on risk and compliance (8th), among Banks peers.

Profitability
35
Inputs
  • Return on equity+7.8% · 29 pct, sector of 327
  • Return on assets+1.0% · 41 pct, sector of 334
  • Return on invested capitalfewer than four consecutive quarters of operating income
  • Return on capital employedfewer than four consecutive quarters of operating income
Insider conviction
12
Inputs
  • Net Form 4 buying (codes P and S), 180d-$1.3M · 25 pct, sector of 273
  • Insider buyers, 180d0 · 0 pct, sector of 273
Risk and compliance
8
Inputs
  • Short interest, % of float+8.2% · 8 pct, sector of 374
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
4 not measured: Financial health, Growth, Institutional and government, US patents
  • Financial health needs 1 of 2 inputs, 0 present: no debt line filed
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

3 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

HFWA filings, in plain words

Are Heritage Financial insiders buying or selling HFWA?

In the 180 days to 2026-10-28, Heritage Financial insiders were net sellers, a net $1.3M across purchases and sales reported on Form 4, by 8 sellers.

Are there planned insider sales of HFWA?

Yes. 4 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $618.8K of stock; the latest, by Ray Matthew T., was filed 2026-08-06.

Read the full summary

In the 180 days to 2026-10-28, Heritage Financial insiders were net sellers of HFWA, a net $1.3M across purchases and sales reported on Form 4 by 8 sellers. None of the 9 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 4 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $618.8K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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