// company-profile

Heritage Financial Corp /wa/

HFWA
ExchangeNasdaqSectorSavings Institutions, Not Federally CharteredInc.WAFilings182Insiders26
// api This Heritage Financial Corp /wa/ insider-trading data is served live by the Form4API insider trading API. Get the same data via API.

// activity-summary

Recent insider activity is bullish. Over the last 30 days, 14 insiders purchased shares (net $543K) versus 3 sales. Buying was led by Chalfant Tony.

// 90-day insight

Over the last 90 days, Heritage Financial Corp /wa/ insiders bought $1.8M (32 transactions) and sold $265K (5 transactions).

  • Most active insider: Watson Ann with 3 transactions totaling $177K.
  • Largest single sale: $130K by Robison Sabrina C on May 1, 2026.

Activity skews bullish — buys outpace sales.

Institutional Ownership

Top 13F-HR holders of Heritage Financial Corp /wa/ as of 2026-03-31

↑ increasing
Total reported AUM
$808.8M
QoQ change
+41.8%
Reporting period
2026-03-31
#1
BlackRock, Inc.
CIK 2012383
$106.8M
4.1M shares
#2
VICTORY CAPITAL MANAGEMENT INC
CIK 1040188
$64.2M
2.5M shares
#3
JENNISON ASSOCIATES LLC
CIK 53417
$62.0M
2.4M shares

Data source: SEC Form 13F-HR filings. Joined with insider activity above — see who's loading up institutionally while insiders are trading. Full 13F-HR API →

Insider Transactions

Sourced from SEC EDGAR Form 4 filings. Updated hourly.

DateInsiderCompanyTypeSharesPriceValue
Jun 17, 2026Watson AnnHFWA
Award
1,999$27.52$55K
Jun 17, 2026Saunders Karen RHFWA
Award
1,999$27.52$55K
Jun 17, 2026VANCE BRIAN LHFWA
Award
1,999$27.52$55K
Jun 17, 2026Dryer Trevor D.HFWA
Award
1,999$27.52$55K
Jun 17, 2026CHARNESKI BRIANHFWA
Award
1,999$27.52$55K

45 more transactions hidden

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