Heritage Financial Corporation (HFWA)
Nasdaq: HFWA · Savings Institutions, Not Federally Chartered · Olympia, WA · filing with the SEC since 1997
Grade6.0
◀ Past 6.8● Present 5.8▶ Future 5.1
Who owns Heritage Financial Corporation
As filed with the SECHolders of 5% or more
5
Blackrock, Inc. holds 14.3% of Common Stock, as its SCHEDULE 13G/A filed Oct 27, 2026 says.
Directors and officers
21
report now, of 37 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 5 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Oct 27, 2026 · Common Stock · 13.3% in Apr 24, 2026
Prudential Financial, Inc.
SCHEDULE 13G/A · filed May 15, 2025 · Common · 6.7% in Feb 13, 2025
Jennison Associates LLC
SCHEDULE 13G/A · filed May 6, 2026 · Common Stock · 9.2% in Jan 30, 2026
Dimensional Fund Advisors LP
SCHEDULE 13G · filed Oct 8, 2026 · Common Stock · 4.8% in Apr 9, 2026
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Victory Capital Management, Inc.
SCHEDULE 13G/A · filed May 11, 2026 · Common Stock · reported falling below 5%, from 7.05% in Aug 8, 2025
AllianceBernstein L.P.
SCHEDULE 13G/A · filed Feb 5, 2025 · Common Stock · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What HFWA reports owning in othersstakes of 5% or more, and other ties
8 subsidiaries in 1 country, from the list filed with the 10-K filed Feb 27, 2026.
Insider tradesForm 4
12sales
1purchases
0sales on a scheduled plan
8people selling
$1.5Msold, in dollars
$400,000bought, in dollars
Open-market trades on Form 4 from Nov 5, 2025 to Nov 5, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 5, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window9 of 37 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Charneski Brian | director | 1 | $400,000 | 0 | 0 | $0 |
| Lyon Jeffrey S | director | 1 | $300,000 | 0 | 0 | $0 |
| Chalfant Tony | EVP Chief Credit Officer | 2 | $200,000 | 0 | 0 | $0 |
| Wilson Kelli Ann | EVP Chief Banking Officer | 2 | $200,000 | 0 | 0 | $0 |
| Robison Sabrina C | EVP Chief HR Officer | 2 | $200,000 | 0 | 0 | $0 |
| Hinson Donald | EVPand Chief Financial Officer | 1 | $100,000 | 0 | 0 | $0 |
| Ray Matthew T. | EVP Chief Lending Officer | 1 | $100,000 | 0 | 0 | $0 |
| Rivera Frederick B | director | 2 | $100,000 | 0 | 0 | $0 |
| Mcdonald Bryan | President | 0 | $0 | 0 | 1 | $400,000 |