Heritage Financial Ownership & Insider Activity

Heritage Financial (HFWA) institutional and insider ownership, recent insider transactions and ownership breakdown.

Insiders own 4.9% of shares outstanding. Institutional investors hold 70.8%. Over the past 90 days, insiders made 6 sales worth $1.1M.

Shares Outstanding

40.906M

Shares Float

35.375M

Insider Shares Owned

2.008M

Insider % Owned

4.9%

Institutional Shares Held

28.985M

Institutional % Held

70.8%

Ownership Breakdown

Net Insider Activity by Month

Purchases (90d)

Sales (90d)

$1.1M total

Net Activity

Net Selling

Net Value (90d)

-$1.1M

Heritage Financial Insider Transactions (Last 6 Months)

Date	Insider	Title	Type	Shares	Price	Value
Sep 15, 2026	Frederick B Rivera	DIRECTOR	SELL	1.300K	$28.57	$37K
Sep 3, 2026	Brian Charneski	DIRECTOR	SELL	13.675K	$29.18	$399K
Aug 13, 2026	Matthew Ray	EVP CHIEF LENDING OFFICER	SELL	3.692K	$30.10	$111K
Aug 5, 2026	Jeffrey Lyon	DIRECTOR	SELL	10.000K	$30.00	$300K
Aug 5, 2026	Tony Chalfant	EVP CHIEF CREDIT OFFICER	SELL	3.234K	$29.92	$97K
Jul 30, 2026	Kelli A. Wilson	EVP CHIEF BANKING OFFICER	SELL	3.778K	$29.69	$112K
Jun 9, 2026	Donald Hinson	EVPAND CHIEF FINANCIAL OFFICER	SELL	3.842K	$28.37	$109K
May 1, 2026	Sabrina Robison	EVP CHIEF HR OFFICER	SELL	5.440K	$27.60	$150K