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Heritage Financial Corp (HFWA)

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Sector: Savings Institutions, Not Federally Chartered

Insider Roster

Tony Chalfant, Evp Chief Credit Officer, 2026-02-11
B Frederick Rivera, Director, 2026-02-03
Ann Kelli Wilson, Evp Chief Banking Officer, 2026-01-26

Tony Chalfant, Evp Chief Credit Officer, 2026-02-11
B Frederick Rivera, Director, 2026-02-03
Ann Kelli Wilson, Evp Chief Banking Officer, 2026-01-26
Tanton Scott Allan, Director, 2026-01-16
T. Matthew Ray, Evp Chief Lending Officer, 2025-12-16
M Nicholas Bley, Evp Chief Operating Officer, 2025-12-16
J Thomas Henning, Evp Chief Risk Officer, 2025-12-16
C Sabrina Robison, Evp Chief Hr Officer, 2025-12-16
William Glasby, Evp Chief Information Officer, 2025-12-16
Bryan Mcdonald, President, 2025-11-24
L Brian Vance, Director, 2025-06-23
S Jeffrey Lyon, Director, 2025-06-23
T Kimberly Ellwanger, Director, 2025-06-23
B. Gail Giacobbe, Director, 2025-06-23
Brian Charneski, Director, 2025-06-23
Ann Watson, Director, 2025-06-23
R Karen Saunders, Director, 2025-06-23
D. Trevor Dryer, Director, 2025-06-23
E. Amy Curran, Evp Director Commercial Lend, 2025-06-17
J Jeffrey Deuel, Ceo, 2025-05-07
J Deborah Gavin, Director, 2025-05-05
Donald Hinson, Evpand Chief Financial Officer, 2025-03-18
Kayen Eric Chan, Director, 2024-02-07
Anthony Pickering, Director, 2023-05-04
A John Clees, Director, 2023-05-04
M Cindy Hirman, Evp Chief Banking Officer, 2023-04-04
E Gragg Miller, Director, 2022-05-04
A Steven Gahler, Evp Chief Marketing Officer, 2021-07-26
Stephen Dennis, Director, 2021-05-05
A David Spurling, Chief Credit Officer, 2021-03-16
Lisa Banner, Evp Director Shared Services, 2019-07-10
T Robert Severns, Director, 2017-05-11
D Mark Crawford, Director, 2017-05-11
L Rhoda Altom, Director, 2017-05-11
B Gary Christensen, Director, 2017-05-11
H David Brown, Director, 2017-05-11
Edward Eng, Exec. Vp and Cao Of The Bank, 2015-10-08
T Jay Lien, Director, 2014-12-31
V Donald Rhodes, Chairman, 2014-06-04
D Daryl Jensen, Director, 2014-06-04
Michael Broadhead, President/Central Valley Bank, 2014-06-04
S Philip Weigand, Director, 2013-03-20
Gregory Patjens, Exvicepres / Heritage Bank, 2013-03-15
Peter Fluetsch, Director, 2012-08-01

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Hedge Fund Popularity

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Hedge Fund Holdings

Filing Period:

Last updated on February 18, 2026, 1:21pm based on SEC 13F filings Last update: February 18, 2026, 1:21pm

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Basswood Capital Matthew Lindenbaum	607,105	$14,358,033	+164%	0.58%
2.	Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell	504,221	$11,924,827	+1%	0.01%
3.	Renaissance Technologies Jim Simons	277,953	$6,573,588	-3%	0.01%
4.	Two Sigma Advisors John Overdeck And David Siegel	201,646	$4,768,928	-5%	0.01%
5.	Rhino Investment Partners John K. Schneider	185,944	$4,397,576		1.25%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Mcdonald Officer	$22.32	19,106	$426,445.92	31,363	2025-11-20	Filing
Rivera Director	$21.64	100	$2,164.00	4,821	2023-12-14	Filing
Rivera Director	$20.23	600	$12,138.00	4,721	2023-12-11	Filing
Charneski Director	$16.70	5,000	$83,500.00	36,540	2023-09-13	Filing
Rivera Director	$16.34	600	$9,804.00	4,121	2023-05-19	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Chalfant Officer	$27.65	4,668	$129,064.60	19,870	2026-02-11	Filing
Rivera Director	$26.31	1,800	$47,349.54	4,972	2026-02-03	Filing
Wilson Officer	$26.48	1,900	$50,307.25	3,778	2026-01-26	Filing
Curran Officer	$23.77	858	$20,394.66	24,353	2025-03-17	Filing
Deuel Officer, Director	$23.66	7,033	$166,386.71	70,906	2025-03-17	Filing

Institutional Investors' Holdings

Filing Period:

No.	Name	Shares	Value	% Port
1.	Blackrock, Inc.	4,913,023	$116,192,988	0%
2.	Jennison Associates Llc	3,107,165	$73,484,451	0.04%
3.	Victory Capital Management Inc	2,435,692	$57,604,116	0.03%
4.	Vanguard Group Inc	2,412,325	$57,051,487	0%
5.	Dimensional Fund Advisors Lp	1,978,610	$46,794,955	0.01%

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