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Heritage Financial Corp (HFWA)

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Sector: Savings Institutions, Not Federally Chartered

Insider Roster

B Frederick Rivera, Director, 2026-09-15
Brian Charneski, Director, 2026-09-03
William Glasby, Evp Chief Information Officer, 2026-08-13

B Frederick Rivera, Director, 2026-09-15
Brian Charneski, Director, 2026-09-03
William Glasby, Evp Chief Information Officer, 2026-08-13
T. Matthew Ray, Evp Chief Lending Officer, 2026-08-13
S Jeffrey Lyon, Director, 2026-08-05
Tony Chalfant, Evp Chief Credit Officer, 2026-08-05
Ann Kelli Wilson, Evp Chief Banking Officer, 2026-07-30
D. Trevor Dryer, Director, 2026-06-17
B. Gail Giacobbe, Director, 2026-06-17
Ann Watson, Director, 2026-06-17
T Kimberly Ellwanger, Director, 2026-06-17
Tanton Scott Allan, Director, 2026-06-17
R Karen Saunders, Director, 2026-06-17
L Brian Vance, Director, 2026-06-17
E. Amy Curran, Evp Director Commercial Lend, 2026-06-15
Donald Hinson, Evpand Chief Financial Officer, 2026-06-10
C Sabrina Robison, Evp Chief Hr Officer, 2026-05-04
Bryan Mcdonald, President, 2026-03-18
J Thomas Henning, Evp Chief Risk Officer, 2026-03-18
M Nicholas Bley, Evp Chief Operating Officer, 2026-02-27
J Jeffrey Deuel, Ceo, 2025-05-07
J Deborah Gavin, Director, 2025-05-05
Kayen Eric Chan, Director, 2024-02-07
Anthony Pickering, Director, 2023-05-04
A John Clees, Director, 2023-05-04
M Cindy Hirman, Evp Chief Banking Officer, 2023-04-04
E Gragg Miller, Director, 2022-05-04
A Steven Gahler, Evp Chief Marketing Officer, 2021-07-26
Stephen Dennis, Director, 2021-05-05
A David Spurling, Chief Credit Officer, 2021-03-16
Lisa Banner, Evp Director Shared Services, 2019-07-10
T Robert Severns, Director, 2017-05-11
D Mark Crawford, Director, 2017-05-11
L Rhoda Altom, Director, 2017-05-11
B Gary Christensen, Director, 2017-05-11
H David Brown, Director, 2017-05-11
Edward Eng, Exec. Vp and Cao Of The Bank, 2015-10-08
T Jay Lien, Director, 2014-12-31
V Donald Rhodes, Chairman, 2014-06-04
D Daryl Jensen, Director, 2014-06-04
Michael Broadhead, President/Central Valley Bank, 2014-06-04
S Philip Weigand, Director, 2013-03-20
Gregory Patjens, Exvicepres / Heritage Bank, 2013-03-15
Peter Fluetsch, Director, 2012-08-01

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Hedge Fund Holdings

Filing Period:

Last updated on September 09, 2026, 2:58pm based on SEC 13F filings Last update: September 09, 2026, 2:58pm

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Basswood Capital Matthew Lindenbaum	689,010	$20,408,476	-2%	0.81%
2.	Rhino Investment Partners John K. Schneider	373,459	$11,061,856	+14%	3.35%
3.	Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell	298,120	$8,830,314	-32%	0%
4.	AQR Capital Management Cliff Asness	132,958	$3,938,204	-22%	0%
5.	Renaissance Technologies Jim Simons	132,441	$3,922,902	-30%	0.01%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Mcdonald Officer	$22.32	19,106	$426,445.92	31,363	2025-11-20	Filing
Rivera Director	$21.64	100	$2,164.00	4,821	2023-12-14	Filing
Rivera Director	$20.23	600	$12,138.00	4,721	2023-12-11	Filing
Charneski Director	$16.70	5,000	$83,500.00	36,540	2023-09-13	Filing
Rivera Director	$16.34	600	$9,804.00	4,121	2023-05-19	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Rivera Director	$28.57	1,300	$37,134.50	5,890	2026-09-15	Filing
Charneski Director	$29.18	13,675	$399,091.20	0	2026-09-03	Filing
Ray Officer	$30.10	3,692	$111,129.20	22,735	2026-08-13	Filing
Lyon Director	$30.00	10,000	$300,000.00	40,719	2026-08-05	Filing
Chalfant Officer	$29.92	3,234	$96,750.61	20,362	2026-08-05	Filing

Institutional Investors' Holdings

Filing Period: Filing is Ongoing

No.	Name	Shares	Value	% Port
1.	Apella Capital, Llc	10,473	$285,285	0%
2.	Gamma Investing Llc	6,739	$186,199	0.01%
3.	Versant Capital Management, Inc	706	$19,507	0%
4.	Farther Finance Advisors, Llc	662	$18,291	0%
5.	Massmutual Trust Co Fsbv	332	$9,173	0%

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