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 B  AB  JB*  OB  OE*  OE
 S  AS  JS*  OS  OS*  3
 JB
 JS
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Detailed Insider History for:
HERITAGE FINANCIAL CORP WA: HFWA
Price: 10/31/25 52-Wk
High		 52-Wk
Low		 Mkt Cap (mm) Shrs Out (mm) 3-Mth Ave
Vol (m)		 Ind. Yield Short Int
% Float		 Inst. Owned Insider Owned
$22.19 $27.58 $19.84 $754 34 168 4.3% 3.4% 87.62% 1.60%
Exch Sector Industry Sub-Industry
NasdaqGS Finance, Insurance, And Real Estate Depository Institutions Savings Institutions, Not Federally Chartered
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#
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Insider Statistics
T N H M S
Filer Name
Insider Title
Trans Type
Dollar Value
Shares Traded
Trans Date From
Trans Date To
Trans Price From
Trans Price To
Total Holdings
Delta % Owned
Owned
Other Info
Input Date
1
    
 
CHALFANT TONY
VP
S
$78,838
2,975
---
11/7/24
---
$26.50
20,119
-12.9
D
---
11/7/24 - 4:14:41 pm
2
    
 
BLEY NICHOLAS M
VP,COO
3
---
---
---
10/28/24
---
---
---
---
---
---
10/31/24 - 4:19:47 pm
3
    
 
CHALFANT TONY
VP
JS
$1,968
118
---
6/15/24
---
$16.68
23,094
-0.5
D
---
6/18/24 - 12:55:44 pm
4
    
 
CHALFANT TONY
VP
JB
$21,934
1,315
---
6/15/24
---
$16.68
23,212
6.0
D
---
6/18/24 - 12:55:44 pm
5
    
 
WILSON KELLI ANN
VP
JS
$784
47
---
6/15/24
---
$16.68
2,938
-1.6
D
---
6/18/24 - 12:55:32 pm
6
    
 
WILSON KELLI ANN
VP
JB
$8,774
526
---
6/15/24
---
$16.68
2,985
21.4
D
---
6/18/24 - 12:55:32 pm
7
    
 
CURRAN AMY E
VP
JS
$1,985
119
---
6/15/24
---
$16.68
20,706
-0.6
D
---
6/18/24 - 12:55:22 pm
8
    
 
CURRAN AMY E
VP
JB
$18,381
1,102
---
6/15/24
---
$16.68
20,825
5.6
D
---
6/18/24 - 12:55:22 pm
9
    
 
WATSON ANN
DIR
JB
$55,200
3,023
---
5/1/24
---
$18.26
20,975
16.8
D
---
5/2/24 - 5:28:40 pm
10
    
 
ELLWANGER KIMBERLY T
DIR
JB
$55,200
3,023
---
5/1/24
---
$18.26
29,891
11.3
D
---
5/2/24 - 5:28:26 pm
11
    
 
GIACOBBE GAIL B
DIR
JB
$55,200
3,023
---
5/1/24
---
$18.26
4,831
167.2
D
---
5/2/24 - 5:28:14 pm
12
    
 
VANCE BRIAN L
DIR
JB
$55,200
3,023
---
5/1/24
---
$18.26
97,196
3.2
D
---
5/2/24 - 5:28:00 pm
13
    
 
CHARNESKI BRIAN
DIR
JB
$55,200
3,023
---
5/1/24
---
$18.26
39,563
8.3
D
---
5/2/24 - 5:27:48 pm
14
    
 
RIVERA FREDERICK B
DIR
JB
$55,200
3,023
---
5/1/24
---
$18.26
7,844
62.7
D
---
5/2/24 - 5:27:32 pm
15
    
 
DRYER TREVOR D
DIR
JB
$55,200
3,023
---
5/1/24
---
$18.26
4,831
167.2
D
---
5/2/24 - 5:27:11 pm
16
    
 
LYON JEFFREY S
DIR
JB
$55,200
3,023
---
5/1/24
---
$18.26
45,573
7.1
D
---
5/2/24 - 5:26:55 pm
17
    
 
GAVIN DEBORAH J
DIR
JB
$55,200
3,023
---
5/1/24
---
$18.26
21,069
16.8
D
---
5/2/24 - 5:26:44 pm
18
    
 
MCDONALD BRYAN
PR,COO
JS
$11,984
652
---
3/15/24
---
$18.38
26,053
-2.4
D
R
3/18/24 - 4:43:21 pm
19
    
 
MCDONALD BRYAN
PR,COO
JB
$72,601
3,950
---
3/15/24
---
$18.38
26,705
17.4
D
R
3/18/24 - 4:43:21 pm
20
    
 
HINSON DONALD
VP,CFO
JS
$9,006
490
---
3/15/24
---
$18.38
41,734
-1.2
D
R
3/18/24 - 4:43:07 pm
21
    
 
HINSON DONALD
VP,CFO
JB
$54,681
2,975
---
3/15/24
---
$18.38
42,224
7.6
D
R
3/18/24 - 4:43:07 pm
22
    
 
CURRAN AMY E
VP
JS
$12,480
679
---
3/15/24
---
$18.38
19,723
-3.3
D
---
3/18/24 - 4:42:53 pm
23
    
 
CURRAN AMY E
VP
JB
$63,760
3,469
---
3/15/24
---
$18.38
20,402
20.5
D
---
3/18/24 - 4:42:53 pm
24
    
 
ROBISON SABRINA C
VP,HR
JS
$11,524
627
---
3/15/24
---
$18.38
27,046
-2.3
D
R
3/18/24 - 4:42:37 pm
25
    
 
ROBISON SABRINA C
VP,HR
JB
$50,729
2,760
---
3/15/24
---
$18.38
27,673
11.1
D
R
3/18/24 - 4:42:37 pm
26
    
 
RAY MATTHEW T
VP
JS
$10,183
554
---
3/15/24
---
$18.38
16,732
-3.2
D
---
3/18/24 - 4:42:25 pm
27
    
 
RAY MATTHEW T
VP
JB
$61,757
3,360
---
3/15/24
---
$18.38
17,286
24.1
D
---
3/18/24 - 4:42:25 pm
28
    
 
CHALFANT TONY
VP
OS
$7,536
410
---
3/15/24
---
$18.38
21,897
-1.8
D
R
3/18/24 - 4:42:06 pm
29
    
 
CHALFANT TONY
VP
JB
$36,282
1,974
---
3/15/24
---
$18.38
21,749
10.0
D
R
3/18/24 - 4:42:06 pm
30
    
 
WILSON KELLI ANN
VP
JS
$7,738
421
---
3/15/24
---
$18.38
2,459
-14.6
D
---
3/18/24 - 4:41:42 pm
31
    
 
WILSON KELLI ANN
VP
JB
$32,036
1,743
---
3/15/24
---
$18.38
2,880
153.3
D
---
3/18/24 - 4:41:42 pm
32
    
 
GLASBY WILLIAM
VP,IO
JS
$15,439
840
---
3/15/24
---
$18.38
9,211
-8.4
D
R
3/18/24 - 4:41:28 pm
33
    
 
GLASBY WILLIAM
VP,IO
JB
$62,216
3,385
---
3/15/24
---
$18.38
10,051
50.8
D
R
3/18/24 - 4:41:28 pm
34
    
 
DEUEL JEFFREY J
CEO,DIR
JS
$29,004
1,578
---
3/15/24
---
$18.38
68,037
-2.3
D
R
3/18/24 - 4:41:17 pm
35
    
 
DEUEL JEFFREY J
CEO,DIR
JB
$177,955
9,682
---
3/15/24
---
$18.38
69,615
16.2
D
R
3/18/24 - 4:41:17 pm
36
    
 
HENNING THOMAS J
VP
JS
$12,627
687
---
3/15/24
---
$18.38
9,832
-6.5
D
R
3/18/24 - 4:41:02 pm
37
    
 
HENNING THOMAS J
VP
JB
$65,010
3,537
---
3/15/24
---
$18.38
10,519
50.7
D
R
3/18/24 - 4:41:02 pm
38
    
 
ROBISON SABRINA C
VP,HR
JS
$1,121
52
---
12/15/23
---
$21.56
24,913
-0.2
D
---
12/18/23 - 12:22:26 pm
39
    
 
ROBISON SABRINA C
VP,HR
JB
$5,325
247
---
12/15/23
---
$21.56
24,965
1.0
D
---
12/18/23 - 12:22:26 pm
40
    
 
GLASBY WILLIAM
VP,IO
JS
$1,056
49
---
12/15/23
---
$21.56
6,666
-0.7
D
---
12/18/23 - 12:22:15 pm
41
    
 
GLASBY WILLIAM
VP,IO
JB
$5,713
265
---
12/15/23
---
$21.56
6,715
4.1
D
---
12/18/23 - 12:22:15 pm
42
    
 
HENNING THOMAS J
VP
JS
$2,264
105
---
12/15/23
---
$21.56
6,982
-1.5
D
---
12/18/23 - 12:22:03 pm
43
    
 
HENNING THOMAS J
VP
JB
$10,672
495
---
12/15/23
---
$21.56
7,087
7.5
D
---
12/18/23 - 12:22:03 pm
44
    
 
RIVERA FREDERICK B
DIR
B
$2,164
100
---
12/14/23
---
$21.64
4,821
2.1
D
---
12/14/23 - 4:25:26 pm
45
    
 
RIVERA FREDERICK B
DIR
B
$12,138
600
---
12/11/23
---
$20.23
4,721
14.6
D
---
12/11/23 - 4:34:52 pm
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