SEC Form 4 · Updated Daily

HFWA

— HERITAGE FINANCIAL CORPORATION Ownership

Insider and institutional ownership derived from SEC Form 4 filings. Click any owner to see their holdings across every company they’ve filed on, and how their position has changed over time.

Financials Ownership

Current Reporting Owners

Owner	Role	Shares Owned	As Of	Last Activity
RHODES DONALD V	Officer	294,435	2013-10-17	G
JENSEN DARYL D	Director	134,310	2014-04-01	M
BRUNTON LYNN M	Director	123,372	2006-05-18	M
WEIGAND PHILIP S	Director	116,089	2013-03-20	M
VANCE BRIAN L	Director	102,342	2026-05-01	M
Brown David H	Director	98,068	2016-06-21	A
SENNA JAMES P	Director	84,625	2007-07-13	M
Deuel Jeffrey J	Director · Officer	73,342	2025-03-17	M
LIEN JAY T	Director	68,663	2014-07-24	A
PICKERING ANTHONY	Director	57,023	2023-05-01	M
CLEES JOHN A	Director	46,724	2023-05-01	M
FLUETSCH PETER	Director	43,844	2012-07-30	M
Christensen Gary B	Director	42,099	2016-11-01	P
Hinson Donald	Officer	41,241	2026-06-09	S
LYON JEFFREY S	Director	40,719	2026-08-05	S
McDonald Bryan	Officer	36,054	2026-03-16	M
Ellwanger Kimberly T	Director	35,037	2026-05-01	M
Dennis Stephen	Director	34,104	2021-05-04	M
Robison Sabrina C	Officer	32,931	2026-05-01	S
Curran Amy E.	Officer	30,029	2026-06-15	M
PATJENS GREGORY	Officer	27,028	2012-06-25	A
Spurling David A	Officer	26,245	2021-03-15	M
Watson Ann	Director	26,121	2026-05-01	M
Glasby William	Officer	25,723	2026-07-17	M
MILLER GRAGG E	Director	24,950	2022-05-03	M
Gavin Deborah J	Director	23,997	2025-05-01	M
Hirman Cindy M	Officer	23,692	2023-03-15	M
Ray Matthew T.	Officer	22,735	2026-08-13	S
Chalfant Tony	Officer	20,362	2026-08-05	S
Henning Thomas J	Officer	19,549	2026-03-16	M
CAMERON EDWARD D	Officer	15,075	2008-03-25	P
SEVERNS ROBERT T	Director	14,879	2016-06-21	A
Dryer Trevor D.	Director	9,977	2026-05-01	M
Giacobbe Gail B.	Director	9,977	2026-05-01	M
CRAWFORD MARK D	Director	9,502	2017-03-17	S
Altom Rhoda L	Director	7,340	2016-06-21	A
ENG EDWARD	Officer	6,096	2014-05-01	—
Rivera Frederick B	Director	5,890	2026-09-15	S
Bley Nicholas M	Officer	4,857	2025-12-15	M
Wilson Kelli Ann	Officer	3,099	2026-07-30	S
Saunders Karen R	Director	2,218	2026-05-01	M
Huntsman Paul Kelly	Officer	1,000	2006-03-29	—
Gahler Steven A	Officer	385	2021-03-15	M
CHARNESKI BRIAN	Director	0	2026-09-03	S
Banner Lisa	Officer	0	2019-07-08	J
BROADHEAD MICHAEL	Officer	0	2013-08-23	S

Recent Filings

Date	Owner	Activity	Shares	Price	Owned After
2026-09-15	Rivera Frederick B	Open-market sale	1,300	$28.57	5,890
2026-09-03	CHARNESKI BRIAN	Open-market sale	13,675	$29.18	0
2026-08-13	Ray Matthew T.	Open-market sale	3,692	$30.10	22,735
2026-08-05	Chalfant Tony	Open-market sale	3,234	$29.92	20,362
2026-08-05	LYON JEFFREY S	Open-market sale	10,000	$30.00	40,719
2026-07-30	Wilson Kelli Ann	Open-market sale	3,778	$29.69	3,099
2026-07-17	Glasby William	Option exercise (derivative)	1,846	$30.52	1,846
2026-07-17	Glasby William	Option exercise (derivative)	1,846	$30.52	3,692
2026-07-17	Glasby William	Option exercise (derivative)	1,595	$30.52	1,595
2026-07-17	Glasby William	Option exercise (derivative)	301	$30.52	301
2026-07-17	Glasby William	Option exercise (derivative)	301	$30.52	602
2026-07-17	Glasby William	Option exercise (derivative)	302	$30.52	903
2026-07-17	Glasby William	Option exercise (derivative)	264	$30.52	0
2026-07-17	Glasby William	Option exercise (derivative)	264	$30.52	264
2026-07-17	Glasby William	Option exercise (derivative)	265	$30.52	528
2026-07-17	Glasby William	Option exercise (derivative)	265	$30.52	793
2026-07-17	Glasby William	Tax withholding	3,379	$30.52	22,344
2026-07-17	Glasby William	Option exercise	1,846	$30.52	25,723
2026-07-17	Glasby William	Option exercise	1,846	$30.52	23,877
2026-07-17	Glasby William	Option exercise	1,846	$30.52	22,031
2026-07-17	Glasby William	Option exercise	1,595	$30.52	20,185
2026-07-17	Glasby William	Option exercise	1,595	$30.52	18,590
2026-07-17	Glasby William	Option exercise	1,824	$30.52	16,995
2026-07-17	Glasby William	Option exercise	301	$30.52	15,171
2026-07-17	Glasby William	Option exercise	301	$30.52	14,870
2026-07-17	Glasby William	Option exercise	301	$30.52	14,569
2026-07-17	Glasby William	Option exercise	302	$30.52	14,268
2026-07-17	Glasby William	Option exercise	264	$30.52	13,966
2026-07-17	Glasby William	Option exercise	264	$30.52	13,702
2026-07-17	Glasby William	Option exercise	265	$30.52	13,438
2026-07-17	Glasby William	Option exercise	265	$30.52	13,173
2026-06-17	VANCE BRIAN L	Grant / award (derivative)	1,999	$27.52	1,999
2026-06-17	CHARNESKI BRIAN	Grant / award (derivative)	1,999	$27.52	1,999
2026-06-17	Saunders Karen R	Grant / award (derivative)	1,999	$27.52	1,999
2026-06-17	Allan Scott Tanton	Grant / award (derivative)	1,999	$27.52	1,999
2026-06-17	Ellwanger Kimberly T	Grant / award (derivative)	1,999	$27.52	1,999
2026-06-17	LYON JEFFREY S	Grant / award (derivative)	1,999	$27.52	1,999
2026-06-17	Watson Ann	Grant / award (derivative)	1,999	$27.52	1,999
2026-06-17	Giacobbe Gail B.	Grant / award (derivative)	1,999	$27.52	1,999
2026-06-17	Rivera Frederick B	Grant / award (derivative)	1,999	$27.52	1,999

Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.