HFWA Smart Money
Heritage Financial Corporation
1W: -1.5%
1M: -3.7%
3M: -5.6%
YTD: +19.9%
1Y: +17.7%
3Y: +92.9%
5Y: +33.0%
$28.14
+0.25 (+0.90%)
Weekly Expected Move ±2.2%
$27
$28
$28
$29
$29
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🏦 Institutional Activity
Latest: Q2 2026210
Institutions Holding
+17 vs prior
84.9%
Ownership
+11.93%
30
New
68
Increased
75
Reduced
17
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-09-15 | Rivera Frederick B | director | S-Sale | 1,300 | $28.57 | $37K | Filing |
| 2026-09-03 | CHARNESKI BRIAN | director | S-Sale | 13,675 | $29.18 | $399K | Filing |
| 2026-08-13 | Ray Matthew T. | officer: evp chief lending officer | S-Sale | 3,692 | $30.10 | $111K | Filing |
| 2026-08-05 | Chalfant Tony | officer: evp chief credit officer | S-Sale | 3,234 | $29.92 | $97K | Filing |
| 2026-08-05 | LYON JEFFREY S | director | S-Sale | 10,000 | $30.00 | $300K | Filing |
| 2026-07-30 | Wilson Kelli Ann | officer: evp chief banking officer | S-Sale | 3,778 | $29.69 | $112K | Filing |
| 2026-07-17 | Glasby William | officer: evp chief information officer | F-Tax Withholding | 3,379 | $30.52 | $103K | Filing |
| 2026-06-15 | Curran Amy E. | officer: evp director commercial lend | F-Tax Withholding | 71 | $28.44 | $2K | Filing |
| 2026-06-15 | Chalfant Tony | officer: evp chief credit officer | F-Tax Withholding | 135 | $28.44 | $4K | Filing |
| 2026-06-09 | Hinson Donald | officer: evpand chief financial officer | S-Sale | 3,842 | $28.37 | $109K | Filing |
| 2026-05-01 | Robison Sabrina C | officer: evp chief hr officer | S-Sale | 4,724 | $27.61 | $130K | Filing |
| 2026-05-01 | Robison Sabrina C | officer: evp chief hr officer | S-Sale | 716 | $27.51 | $20K | 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 | Bley Nicholas M | officer: evp chief operating officer | F-Tax Withholding | 1,043 | $25.43 | $27K | 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. | 5,811,114 | $172M | +249,332 | 2026-06-30 | Filing |
| JENNISON ASSOCIATES LLC | 3,538,159 | $105M | +324,686 | 2026-06-30 | Filing |
| VICTORY CAPITAL MANAGEMENT INC | 2,360,915 | $70M | -108,400 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 2,044,399 | $61M | +87,922 | 2026-06-30 | Filing |
| STATE STREET CORP | 1,982,257 | $59M | +185,732 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,834,712 | $54M | -13,194 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 1,103,769 | $33M | +168,967 | 2026-06-30 | Filing |
| ALLIANCEBERNSTEIN L.P. | 1,136,479 | $30M | -8,441 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 749,714 | $22M | +96,023 | 2026-06-30 | Filing |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 689,010 | $20M | -9,894 | 2026-06-30 | Filing |
| Boston Partners | 677,105 | $20M | -13,214 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 528,113 | $16M | -100,207 | 2026-06-30 | Filing |
| ALGEBRIS (UK) LTD | 469,403 | $14M | -49,006 | 2026-06-30 | Filing |
| MORGAN STANLEY | 455,987 | $14M | -23,846 | 2026-06-30 | Filing |
| NORTHERN TRUST CORP | 440,623 | $13M | +27,507 | 2026-06-30 | Filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 399,435 | $12M | +22,392 | 2026-06-30 | Filing |
| Sixth Street Partners Management Company | 399,435 | $12M | +399,435 | 2026-06-30 | Filing |
| Bank of New York Mellon Corp | 398,963 | $12M | +19,568 | 2026-06-30 | Filing |
| TWO SIGMA INVESTMENTS, LP | 389,206 | $12M | -101,204 | 2026-06-30 | Filing |
| Rhino Investment Partners, Inc | 373,459 | $11M | +43,000 | 2026-06-30 | Filing |