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 runs Heritage Financial Corporation
Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filedChief executive, as filed
Vance Brian L
President and CEO. First filing Feb 2007, latest Jun 17, 2026, 12 filings in all.
Officers reporting now
12
of 21 people with a filing in the last fifteen months
Directors reporting now
9
37 people on the record since 2006
Officerssales are open-market, Nov 5, 2025 to Nov 5, 2026
| Name | Title as filed | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Casey Patrick William | EVP, Chief Information Officer | Nov 2026 | Nov 5, 2026 | none |
| Glasby William | EVP Chief Information Officer | Oct 2017 | Aug 13, 2026 | none |
| Ray Matthew T. | EVP Chief Lending Officer | Jan 2023 | Aug 13, 2026 | 1 · $100,000 |
| Chalfant Tony | EVP Chief Credit Officer | Jul 2020 | Aug 5, 2026 | 2 · $200,000 |
| Wilson Kelli Ann | EVP Chief Banking Officer | Jan 2023 | Jul 30, 2026 | 2 · $200,000 |
| Vance Brian L | President and CEO | Feb 2007 | Jun 17, 2026 | none |
| Curran Amy E. | EVP Director Commercial Lend | Jan 2023 | Jun 15, 2026 | none |
| Hinson Donald | EVPand Chief Financial Officer | Aug 2007 | Jun 10, 2026 | 1 · $100,000 |
| Robison Sabrina C | EVP Chief HR Officer | May 2016 | May 4, 2026 | 2 · $200,000 |
| Mcdonald Bryan | President | May 2014 | Mar 18, 2026 | none |
| Henning Thomas J | EVP Chief Risk Officer | May 2016 | Mar 18, 2026 | none |
| Bley Nicholas M | EVP Chief Operating Officer | Oct 2024 | Feb 27, 2026 | none |
Directorssales are open-market, Nov 5, 2025 to Nov 5, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Rivera Frederick B | director | Dec 2020 | Sep 15, 2026 | 2 · $100,000 |
| Charneski Brian | director | May 2006 | Sep 3, 2026 | 1 · $400,000 |
| Lyon Jeffrey S | director | Jan 2008 | Aug 5, 2026 | 1 · $300,000 |
| Allan Scott Tanton | director | Jan 2026 | Jun 17, 2026 | none |
| Dryer Trevor D. | director | Jan 2022 | Jun 17, 2026 | none |
| Ellwanger Kimberly T | director | Apr 2006 | Jun 17, 2026 | none |
| Giacobbe Gail B. | director | Jan 2022 | Jun 17, 2026 | none |
| Saunders Karen R | director | Jan 2025 | Jun 17, 2026 | none |
| Watson Ann | director | Nov 2012 | Jun 17, 2026 | none |
Earlier names on the record16, newest filing first
Deuel Jeffrey J · officer · last filing May 2025Gavin Deborah J · director · last filing May 2025Chan Eric Kayen · director · last filing Feb 2024Clees John A · director · last filing May 2023Pickering Anthony · director · last filing May 2023Huntley Cindy M · officer · last filing Apr 2023Miller Gragg E · director · last filing May 2022Gahler Steven A · officer · last filing Jul 2021Dennis Stephen · director · last filing May 2021Spurling David A · officer · last filing Mar 2021Banner Lisa · officer · last filing Jul 2019Brown David H · officer · last filing May 2017Altom Rhoda L · director · last filing May 2017Christensen Gary B · director · last filing May 2017Crawford Mark D · director · last filing May 2017Severns Robert T · director · last filing May 2017
A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.