SEC Form 4 · Updated Daily
HFWA
— HERITAGE FINANCIAL CORPORATION OwnershipInsider 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.
Current Reporting Owners
| Owner | Role | Shares Owned | As Of | Last Activity |
|---|---|---|---|---|
| VANCE BRIAN L | Director | 102,342 | 2026-05-01 | M |
| Hinson Donald | Officer | 41,241 | 2026-06-09 | S |
| LYON JEFFREY S | Director | 40,719 | 2026-08-05 | S |
| McDonald Bryan | Officer | 35,115 | 2026-03-16 | F |
| Ellwanger Kimberly T | Director | 35,037 | 2026-05-01 | M |
| Curran Amy E. | Officer | 29,958 | 2026-06-15 | F |
| Watson Ann | Director | 26,121 | 2026-05-01 | M |
| Ray Matthew T. | Officer | 22,735 | 2026-08-13 | S |
| Glasby William | Officer | 22,344 | 2026-07-17 | F |
| Chalfant Tony | Officer | 20,362 | 2026-08-05 | S |
| Henning Thomas J | Officer | 18,611 | 2026-03-16 | F |
| Dryer Trevor D. | Director | 9,977 | 2026-05-01 | M |
| Giacobbe Gail B. | Director | 9,977 | 2026-05-01 | M |
| Rivera Frederick B | Director | 7,190 | 2026-05-01 | M |
| Wilson Kelli Ann | Officer | 3,099 | 2026-07-30 | S |
| Saunders Karen R | Director | 2,218 | 2026-05-01 | M |
| CHARNESKI BRIAN | Director | 0 | 2026-09-03 | S |
| Robison Sabrina C | Officer | 0 | 2026-05-01 | S |
Recent Filings
| Date | Owner | Activity | Shares | Price | Owned After |
|---|---|---|---|---|---|
| 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 |
| 2026-06-17 | Dryer Trevor D. | Grant / award (derivative) | 1,999 | $27.52 | 1,999 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.