HFWA NASDAQ
Heritage Financial Corporation
1W: +3.4%
1M: +3.0%
3M: +11.9%
YTD: +20.7%
1Y: +24.2%
3Y: +77.9%
5Y: +17.9%
$28.75
+0.41 (+1.45%)
Weekly Expected Move ±3.7%
$26
$27
$28
$29
$30
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🏦 Institutional Activity
Latest: Q1 2026194
Institutions Holding
+6 vs prior
79.6%
Ownership
+7.31%
22
New
72
Increased
71
Reduced
29
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-05-01 | Robison Sabrina C | officer: evp chief hr officer | S-Sale | 716 | $27.51 | $20K | Filing |
| 2026-05-01 | Robison Sabrina C | officer: evp chief hr officer | S-Sale | 4,724 | $27.61 | $130K | Filing |
| 2026-03-16 | Robison Sabrina C | officer: evp chief hr officer | F-Tax Withholding | 744 | $24.89 | $19K | Filing |
| 2026-03-16 | Wilson Kelli Ann | officer: evp chief banking officer | F-Tax Withholding | 719 | $24.89 | $18K | Filing |
| 2026-03-16 | Curran Amy E. | officer: evp director commercial lend | F-Tax Withholding | 918 | $24.89 | $23K | Filing |
| 2026-03-16 | Glasby William | officer: evp chief information officer | F-Tax Withholding | 1,338 | $24.89 | $33K | Filing |
| 2026-03-16 | Henning Thomas J | officer: evp chief risk officer | F-Tax Withholding | 938 | $24.89 | $23K | Filing |
| 2026-03-16 | Hinson Donald | officer: evpand chief financial officer | F-Tax Withholding | 689 | $24.89 | $17K | Filing |
| 2026-03-16 | McDonald Bryan | officer: president | F-Tax Withholding | 939 | $24.89 | $23K | Filing |
| 2026-03-16 | Ray Matthew T. | officer: evp chief lending officer | F-Tax Withholding | 749 | $24.89 | $19K | Filing |
| 2026-03-16 | Chalfant Tony | officer: evp chief credit officer | F-Tax Withholding | 583 | $24.89 | $15K | Filing |
| 2026-02-11 | Chalfant Tony | officer: evp chief credit officer | S-Sale | 4,668 | $27.65 | $129K | Filing |
| 2026-02-03 | Rivera Frederick B | director | S-Sale | 1,800 | $26.31 | $47K | Filing |
| 2026-01-26 | Wilson Kelli Ann | officer: evp chief banking officer | S-Sale | 1,900 | $26.48 | $50K | Filing |
| 2025-12-15 | Ray Matthew T. | officer: evp chief lending officer | F-Tax Withholding | 178 | $25.43 | $5K | Filing |
| 2025-12-15 | Henning Thomas J | officer: evp chief risk officer | F-Tax Withholding | 79 | $25.43 | $2K | Filing |
| 2025-12-15 | Robison Sabrina C | officer: evp chief hr officer | F-Tax Withholding | 39 | $25.43 | $992 | Filing |
| 2025-12-15 | Glasby William | officer: evp chief information officer | F-Tax Withholding | 40 | $25.43 | $1K | Filing |
| 2025-12-15 | Bley Nicholas M | officer: evp chief operating officer | F-Tax Withholding | 1,043 | $25.43 | $27K | Filing |
| 2025-11-20 | McDonald Bryan | officer: president | P-Purchase | 19,106 | $22.32 | $426K | Filing |
| 2025-06-16 | Curran Amy E. | officer: evp director commercial lend | F-Tax Withholding | 124 | $22.76 | $3K | Filing |
| 2025-06-16 | Wilson Kelli Ann | officer: evp chief banking officer | F-Tax Withholding | 52 | $22.76 | $1K | Filing |
| 2025-06-16 | Chalfant Tony | officer: evp chief credit officer | F-Tax Withholding | 130 | $22.76 | $3K | Filing |
| 2025-06-11 | Glasby William | officer: evp chief information officer | G-Gift | 420 | $— | $0 | Filing |
| 2025-03-17 | Hinson Donald | officer: evpand chief financial officer | S-Sale | 3,420 | $23.59 | $81K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,561,782 | $145M | +648,759 | 2026-03-31 | Filing |
| JENNISON ASSOCIATES LLC | 3,213,473 | $84M | +106,308 | 2026-03-31 | Filing |
| VICTORY CAPITAL MANAGEMENT INC | 2,469,315 | $64M | +33,623 | 2026-03-31 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 1,956,477 | $51M | -22,133 | 2026-03-31 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,847,906 | $48M | +1,847,906 | 2026-03-31 | Filing |
| STATE STREET CORP | 1,796,525 | $47M | +223,067 | 2026-03-31 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 934,802 | $24M | +92,204 | 2026-03-31 | Filing |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 698,904 | $18M | +91,799 | 2026-03-31 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 653,691 | $17M | +653,691 | 2026-03-31 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 628,320 | $16M | +531,285 | 2026-03-31 | Filing |
| ALGEBRIS (UK) LTD | 518,409 | $13M | -2,277 | 2026-03-31 | Filing |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 433,512 | $11M | -70,709 | 2026-03-31 | Filing |
| NORTHERN TRUST CORP | 413,116 | $11M | +36,494 | 2026-03-31 | Filing |
| Bank of New York Mellon Corp | 379,395 | $10M | +12,869 | 2026-03-31 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 377,043 | $10M | +50,507 | 2026-03-31 | Filing |
| Rhino Investment Partners, Inc | 330,459 | $9M | +144,515 | 2026-03-31 | Filing |
| GOLDMAN SACHS GROUP INC | 312,057 | $8M | +122,413 | 2026-03-31 | Filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, TH | 309,353 | $8M | -4,833 | 2026-03-31 | Filing |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 288,579 | $8M | +13,564 | 2026-03-31 | Filing |
| HEARTLAND ADVISORS INC | 275,000 | $7M | — | 2026-03-31 | Filing |