Heritage Financial ($HFWA) Insider Trading & Smart Money Activity
Heritage Financial Corporation ($HFWA) has 18 insider trades on file. Insiders filed 18 Form 4 transactions in the last 12 months, none of them open-market purchases or sales.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 0
- Net insider $ (12 mo)
- $0
- Congress trades (12 mo)
- 0
- 13F moves on file
- 0
- Analyst ratings on file
- 0
HFWA insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q2 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q3 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q4 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All HFWA insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Insider | Ann Watson | Buy (Grant or award) | 2K sh | $55.01K | +5.3% | +10.9% | — | ||||
| Insider | Brian Vance | Buy (Grant or award) | 2K sh | $55.01K | +5.3% | +10.9% | — | ||||
| Insider | Karen Saunders | Buy (Grant or award) | 2K sh | $55.01K | +5.3% | +10.9% | — | ||||
| Insider | Frederick Rivera | Buy (Grant or award) | 2K sh | $55.01K | +5.3% | +10.9% | — | ||||
| Insider | Jeffrey Lyon | Buy (Grant or award) | 2K sh | $55.01K | +5.3% | +10.9% | — | ||||
| Insider | Gail Giacobbe | Buy (Grant or award) | 2K sh | $55.01K | +5.3% | +10.9% | — | ||||
| Insider | Kimberly Ellwanger | Buy (Grant or award) | 2K sh | $55.01K | +5.3% | +10.9% | — | ||||
| Insider | Trevor Dryer | Buy (Grant or award) | 2K sh | $55.01K | +5.3% | +10.9% | — | ||||
| Insider | Brian Charneski | Buy (Grant or award) | 2K sh | $55.01K | +5.3% | +10.9% | — | ||||
| Insider | Allan Scott Tanton | Buy (Grant or award) | 2K sh | $55.01K | +5.3% | +10.9% | — | ||||
| Insider | Amy CurranEVP Director Commercial Lend | Sell (Option exercise) | 576 sh | $16.38K | -1.3% | +6.1% | Read | ||||
| Insider | Amy CurranEVP Director Commercial Lend | Sell (Option exercise) | 576 sh | $16.38K | -1.3% | +6.1% | — | ||||
| Insider | Amy CurranEVP Director Commercial Lend | Buy (Option exercise) | 576 sh | $16.38K | -1.3% | +6.1% | Read | ||||
| Insider | Amy CurranEVP Director Commercial Lend | Buy (Option exercise) | 576 sh | $16.38K | -1.3% | +6.1% | — | ||||
| Insider | Tony ChalfantEVP Chief Credit Officer | Sell (Option exercise) | 1.32K sh | $37.43K | -1.3% | +6.1% | Read | ||||
| Insider | Tony ChalfantEVP Chief Credit Officer | Sell (Option exercise) | 1.32K sh | $37.43K | -1.3% | +6.1% | — | ||||
| Insider | Tony ChalfantEVP Chief Credit Officer | Buy (Option exercise) | 1.32K sh | $37.43K | -1.3% | +6.1% | Read | ||||
| Insider | Tony ChalfantEVP Chief Credit Officer | Buy (Option exercise) | 1.32K sh | $37.43K | -1.3% | +6.1% | — |
1W / 1M / 6M = how HFWA moved from the trade or filing date.
Insider trading in HFWA: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| Ann Watson | 1 | — | Jun 17, 2026 | ||
| Brian Vance | 1 | — | Jun 17, 2026 | ||
| Karen Saunders | 1 | — | Jun 17, 2026 | ||
| Frederick Rivera | 1 | — | Jun 17, 2026 | ||
| Jeffrey Lyon | 1 | — | Jun 17, 2026 | ||
| Gail Giacobbe | 1 | — | Jun 17, 2026 | ||
| Kimberly Ellwanger | 1 | — | Jun 17, 2026 | ||
| Trevor Dryer | 1 | — | Jun 17, 2026 | ||
| Brian Charneski | 1 | — | Jun 17, 2026 | ||
| Allan Scott Tanton | 1 | — | Jun 17, 2026 | ||
| Amy Curran | EVP Director Commercial Lend | 4 | — | Jun 15, 2026 | |
| Tony Chalfant | EVP Chief Credit Officer | 4 | — | Jun 15, 2026 |
Frequently asked questions
What is the latest insider trade in HFWA?
Ann Watson filed a buy (grant or award) of 2K sh worth $55.01K on Jun 17, 2026.
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Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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