HFWA insider transaction filings
HERITAGE FINANCIAL CORP /WA/ — 50 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-09-15. Screen HFWA transaction legs live →
Insider transaction summary — last 90 days
2026-06-24 to 2026-09-22, from the filings listed below: 8 Form 4 filings. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 6 legs across 6 filings by 6 insiders — 35,679 shares, $1,056,283 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 29.
- Largest priced transaction: sale of 13,675 shares @ $29.18 ($399,091) by CHARNESKI BRIAN, filed 2026-09-03.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| CHARNESKI BRIAN — Director | 1 | — | 1 leg · 13,675 sh · $399,091 | — |
| LYON JEFFREY S — Director | 1 | — | 1 leg · 10,000 sh · $300,000 | — |
| Wilson Kelli Ann — EVP Chief Banking Officer | 1 | — | 1 leg · 3,778 sh · $112,178 | — |
| Ray Matthew T. — EVP Chief Lending Officer | 1 | — | 1 leg · 3,692 sh · $111,129 | — |
| Chalfant Tony — EVP Chief Credit Officer | 1 | — | 1 leg · 3,234 sh · $96,751 | — |
| Rivera Frederick B — Director | 1 | — | 1 leg · 1,300 sh · $37,134 | — |
| Glasby William — EVP Chief Information Officer | 2 | — | — | 29 |
Recent Form 4 filings — HERITAGE FINANCIAL CORP /WA/
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-15 | 4 | Rivera Frederick B — Director | Sale (S): 1,300 @ $28.57 | EDGAR |
| 2026-09-03 | 4 | CHARNESKI BRIAN — Director | Sale (S): 13,675 @ $29.18 | EDGAR |
| 2026-08-13 | 4 | Glasby William — EVP Chief Information Officer | Holdings only — no transactions reported | EDGAR |
| 2026-08-13 | 4 | Ray Matthew T. — EVP Chief Lending Officer | Sale (S): 3,692 @ $30.10 | EDGAR |
| 2026-08-05 | 4 | Chalfant Tony — EVP Chief Credit Officer | Sale (S): 3,234 @ $29.92 | EDGAR |
| 2026-08-05 | 4 | LYON JEFFREY S — Director | Sale (S): 10,000 @ $30 | EDGAR |
| 2026-07-30 | 4 | Wilson Kelli Ann — EVP Chief Banking Officer | Sale (S): 3,778 @ $29.69 | EDGAR |
| 2026-07-20 | 4 | Glasby William — EVP Chief Information Officer | Option exercise (M): 265 @ $30.52 · Option exercise (M): 265 @ $30.52 · Option exercise (M): 264 @ $30.52 · Option exercise (M): 264 @ $30.52 · Option exercise (M): 302 @ $30.52 · Option exercise (M): 301 @ $30.52 · +23 more | EDGAR |
| 2026-06-17 | 4 | Dryer Trevor D. — Director | Grant/award (A): 1,999 (derivative) @ $27.52 | EDGAR |
| 2026-06-17 | 4 | Rivera Frederick B — Director | Grant/award (A): 1,999 (derivative) @ $27.52 | EDGAR |
| 2026-06-17 | 4 | Giacobbe Gail B. — Director | Grant/award (A): 1,999 (derivative) @ $27.52 | EDGAR |
| 2026-06-17 | 4 | Watson Ann — Director | Grant/award (A): 1,999 (derivative) @ $27.52 | EDGAR |
| 2026-06-17 | 4 | LYON JEFFREY S — Director | Grant/award (A): 1,999 (derivative) @ $27.52 | EDGAR |
| 2026-06-17 | 4 | Ellwanger Kimberly T — Director | Grant/award (A): 1,999 (derivative) @ $27.52 | EDGAR |
| 2026-06-17 | 4 | Allan Scott Tanton — Director | Grant/award (A): 1,999 (derivative) @ $27.52 | EDGAR |
| 2026-06-17 | 4 | Saunders Karen R — Director | Grant/award (A): 1,999 (derivative) @ $27.52 | EDGAR |
| 2026-06-17 | 4 | CHARNESKI BRIAN — Director | Grant/award (A): 1,999 (derivative) @ $27.52 | EDGAR |
| 2026-06-17 | 4 | VANCE BRIAN L — Director | Grant/award (A): 1,999 (derivative) @ $27.52 | EDGAR |
| 2026-06-15 | 4 | Chalfant Tony — EVP Chief Credit Officer | Option exercise (M): 1,316 @ $28.44 · Tax withholding (F): 135 @ $28.44 · Option exercise (M): 1,316 (derivative) @ $28.44 | EDGAR |
| 2026-06-15 | 4 | Curran Amy E. — EVP Director Commercial Lend | Option exercise (M): 576 @ $28.44 · Tax withholding (F): 71 @ $28.44 · Option exercise (M): 576 (derivative) @ $28.44 | EDGAR |
| 2026-06-10 | 4 | Hinson Donald — EVPand Chief Financial Officer | Sale (S): 3,842 @ $28.37 | EDGAR |
| 2026-05-04 | 4 | Robison Sabrina C — EVP Chief HR Officer | Sale (S): 716 @ $27.51 · Sale (S): 4,723.99 @ $27.61 | EDGAR |
| 2026-05-04 | 4 | Dryer Trevor D. — Director | Option exercise (M): 2,218 @ $27.61 · Option exercise (M): 2,218 (derivative) @ $27.61 | EDGAR |
| 2026-05-04 | 4 | LYON JEFFREY S — Director | Option exercise (M): 2,218 @ $27.61 · Option exercise (M): 2,218 (derivative) @ $27.61 | EDGAR |
| 2026-05-04 | 4 | Watson Ann — Director | Option exercise (M): 2,218 @ $27.61 · Option exercise (M): 2,218 (derivative) @ $27.61 | EDGAR |
| 2026-05-04 | 4 | CHARNESKI BRIAN — Director | Option exercise (M): 2,218 @ $27.61 · Option exercise (M): 2,218 (derivative) @ $27.61 | EDGAR |
| 2026-05-04 | 4 | Giacobbe Gail B. — Director | Option exercise (M): 2,218 @ $27.61 · Option exercise (M): 2,218 (derivative) @ $27.61 | EDGAR |
| 2026-05-04 | 4 | VANCE BRIAN L — Director | Option exercise (M): 2,218 @ $27.61 · Option exercise (M): 2,218 (derivative) @ $27.61 | EDGAR |
| 2026-05-04 | 4 | Saunders Karen R — Director | Option exercise (M): 2,218 @ $27.61 · Option exercise (M): 2,218 (derivative) @ $27.61 | EDGAR |
| 2026-05-04 | 4 | Rivera Frederick B — Director | Option exercise (M): 2,218 @ $27.61 · Option exercise (M): 2,218 (derivative) @ $27.61 | EDGAR |
| 2026-05-04 | 4 | Ellwanger Kimberly T — Director | Option exercise (M): 2,218 @ $27.61 · Option exercise (M): 2,218 (derivative) @ $27.61 | EDGAR |
| 2026-03-18 | 4 | Hinson Donald — EVPand Chief Financial Officer | Option exercise (M): 850 @ $24.89 · Option exercise (M): 1,455 @ $24.89 · Option exercise (M): 203 @ $24.89 · Option exercise (M): 1,177 @ $24.89 · Tax withholding (F): 689 @ $24.89 · Option exercise (M): 850 (derivative) @ $24.89 · +3 more | EDGAR |
| 2026-03-18 | 4 | Wilson Kelli Ann — EVP Chief Banking Officer | Option exercise (M): 490 @ $24.89 · Option exercise (M): 530 @ $24.89 · Option exercise (M): 1,453 @ $24.89 · Option exercise (M): 1,345 @ $24.89 · Tax withholding (F): 719 @ $24.89 · Option exercise (M): 490 (derivative) @ $24.89 · +3 more | EDGAR |
| 2026-03-18 | 4 | Robison Sabrina C — EVP Chief HR Officer | Option exercise (M): 1,147 @ $24.89 · Option exercise (M): 265 @ $24.89 · Option exercise (M): 1,363 @ $24.89 · Option exercise (M): 1,263 @ $24.89 · Tax withholding (F): 744 @ $24.89 · Option exercise (M): 1,147 (derivative) @ $24.89 · +3 more | EDGAR |
| 2026-03-18 | 4 | Ray Matthew T. — EVP Chief Lending Officer | Option exercise (M): 504 @ $24.89 · Option exercise (M): 155 @ $24.89 · Option exercise (M): 662 @ $24.89 · Option exercise (M): 530 @ $24.89 · Option exercise (M): 1,664 @ $24.89 · Option exercise (M): 1,001 @ $24.89 · +7 more | EDGAR |
| 2026-03-18 | 4 | McDonald Bryan — President | Option exercise (M): 1,115 @ $24.89 · Option exercise (M): 1,743 @ $24.89 · Option exercise (M): 267 @ $24.89 · Option exercise (M): 1,866 @ $24.89 · Tax withholding (F): 939 @ $24.89 · Option exercise (M): 1,115 (derivative) @ $24.89 · +3 more | EDGAR |
| 2026-03-18 | 4 | Henning Thomas J — EVP Chief Risk Officer | Option exercise (M): 1,440 @ $24.89 · Option exercise (M): 530 @ $24.89 · Option exercise (M): 1,671 @ $24.89 · Option exercise (M): 1,475 @ $24.89 · Tax withholding (F): 938 @ $24.89 · Option exercise (M): 1,440 (derivative) @ $24.89 · +3 more | EDGAR |
| 2026-03-18 | 4 | Glasby William — EVP Chief Information Officer | Option exercise (M): 302 @ $24.89 · Option exercise (M): 1,824 @ $24.89 · Option exercise (M): 1,571 @ $24.89 · Option exercise (M): 1,594 @ $24.89 · Tax withholding (F): 1,338 @ $24.89 · Option exercise (M): 302 (derivative) @ $24.89 · +3 more | EDGAR |
| 2026-03-18 | 4 | Curran Amy E. — EVP Director Commercial Lend | Option exercise (M): 155 @ $24.89 · Option exercise (M): 776 @ $24.89 · Option exercise (M): 1,061 @ $24.89 · Option exercise (M): 1,619 @ $24.89 · Option exercise (M): 1,429 @ $24.89 · Tax withholding (F): 918 @ $24.89 · +5 more | EDGAR |
| 2026-03-18 | 4 | Chalfant Tony — EVP Chief Credit Officer | Option exercise (M): 1,227 @ $24.89 · Option exercise (M): 733 @ $24.89 · Option exercise (M): 176 @ $24.89 · Option exercise (M): 992 @ $24.89 · Tax withholding (F): 583 @ $24.89 · Option exercise (M): 1,227 (derivative) @ $24.89 · +3 more | EDGAR |
| 2026-02-27 | 4 | McDonald Bryan — President | Grant/award (A): 7,081 (derivative) @ $27.54 · Grant/award (A): 7,081 (derivative) @ $27.54 | EDGAR |
| 2026-02-27 | 4 | Hinson Donald — EVPand Chief Financial Officer | Grant/award (A): 3,269 (derivative) @ $27.54 · Grant/award (A): 3,269 (derivative) @ $27.54 | EDGAR |
| 2026-02-27 | 4 | Glasby William — EVP Chief Information Officer | Grant/award (A): 5,538 (derivative) @ $27.54 | EDGAR |
| 2026-02-27 | 4 | Chalfant Tony — EVP Chief Credit Officer | Grant/award (A): 2,757 (derivative) @ $27.54 · Grant/award (A): 2,757 (derivative) @ $27.54 | EDGAR |
| 2026-02-27 | 4 | Ray Matthew T. — EVP Chief Lending Officer | Grant/award (A): 2,755 (derivative) @ $27.54 · Grant/award (A): 2,755 (derivative) @ $27.54 | EDGAR |
| 2026-02-27 | 4 | Curran Amy E. — EVP Director Commercial Lend | Grant/award (A): 5,355 (derivative) @ $27.54 | EDGAR |
| 2026-02-27 | 4 | Bley Nicholas M — EVP Chief Operating Officer | Grant/award (A): 3,021 (derivative) @ $27.54 · Grant/award (A): 3,021 (derivative) @ $27.54 | EDGAR |
| 2026-02-27 | 4 | Henning Thomas J — EVP Chief Risk Officer | Grant/award (A): 5,225 (derivative) @ $27.54 | EDGAR |
| 2026-02-27 | 4 | Wilson Kelli Ann — EVP Chief Banking Officer | Grant/award (A): 5,037 (derivative) @ $27.54 | EDGAR |
| 2026-02-27 | 4 | Robison Sabrina C — EVP Chief HR Officer | Grant/award (A): 4,860 (derivative) @ $27.54 | EDGAR |
Recent 8-K events — HERITAGE FINANCIAL CORP /WA/
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-07-23 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-08 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders | EDGAR |
| 2026-04-23 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-04-10 | 8-K/A | 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-03-23 | 8-K | 8.01 — Other Events | EDGAR |
| 2026-02-02 | 8-K | 2.01 — Completion of Acquisition or Disposition of Assets 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-01-22 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-01-22 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-01-16 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2025-12-30 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
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