HFWA insider buying and SEC filings, explained
Heritage Financial Corp. · CIK 1046025
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Insider activity in the last 12 months
Bought
$426K
Insiders who bought
1
Sold (not marked 10b5-1)
$1.5M
Planned sales (10b5-1)
$0
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Sep 15, 2026 | Sale | Frederick B Rivera (Director) sold 1,300 shares at $28.57 ($37K). Holdings down 18% to 5,890 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 15, 2026 |
| Sep 3, 2026 | Sale | Brian Charneski (Director) sold 13,675 shares indirectly at $29.18 ($399K). Indirect holdings down 100% to 0 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Sep 3, 2026 |
| Aug 13, 2026 | Sale | Matthew T. Ray (EVP Chief Lending Officer) sold 3,692 shares at $30.10 ($111K). Holdings down 14% to 22,735 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 13, 2026 |
| Aug 5, 2026 | Sale | Jeffrey S. Lyon (Director) sold 10,000 shares at $30.00 ($300K). Holdings down 20% to 40,719 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 5, 2026 |
| Aug 5, 2026 | Sale | Tony Chalfant (EVP Chief Credit Officer) sold 3,234 shares at $29.92 ($97K). Holdings down 14% to 20,362 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 5, 2026 |
| Jul 30, 2026 | Sale | Kelli Ann Wilson (EVP Chief Banking Officer) sold 3,778 shares at $29.69 ($112K). Holdings down 55% to 3,099 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jul 30, 2026 |
| Jun 9, 2026 | Sale | Donald Hinson (CFO) sold 3,842 shares at $28.37 ($109K). Holdings down 9% to 41,241 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 10, 2026 |
| May 1, 2026 | Sale | Sabrina C Robison (EVP Chief HR Officer) sold 5,440 shares directly and indirectly (by retirement or benefit plan) at about $27.60 ($150K). Direct holdings down 2% to 32,931 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 4, 2026 |
| Feb 11, 2026 | Sale | Tony Chalfant (EVP Chief Credit Officer) sold 4,668 shares at $27.65 ($129K). Holdings down 19% to 19,870 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 11, 2026 |
| Feb 3, 2026 | Sale | Frederick B Rivera (Director) sold 1,800 shares at $26.31 ($47K). Holdings down 27% to 4,972 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Feb 3, 2026 |
| Jan 26, 2026 | Sale | Kelli Ann Wilson (EVP Chief Banking Officer) sold 1,900 shares at $26.48 ($50K). Holdings down 33% to 3,778 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jan 26, 2026 |
| Nov 20, 2025 | Purchase (code P) | Bryan McDonald (President / COO) bought 19,106 shares indirectly (by retirement or benefit plan) at $22.32 ($426K), reported as a purchase (code P). Holdings by retirement or benefit plan up 156% to 31,363 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Nov 24, 2025 |
46 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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