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Heritage Financial Corp (HFWA)

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Sector: Savings Institutions, Not Federally Chartered

Insider Roster

C Sabrina Robison, Evp Chief Hr Officer, 2026-05-04
D. Trevor Dryer, Director, 2026-05-04
S Jeffrey Lyon, Director, 2026-05-04

C Sabrina Robison, Evp Chief Hr Officer, 2026-05-04
D. Trevor Dryer, Director, 2026-05-04
S Jeffrey Lyon, Director, 2026-05-04
Ann Watson, Director, 2026-05-04
Brian Charneski, Director, 2026-05-04
B. Gail Giacobbe, Director, 2026-05-04
L Brian Vance, Director, 2026-05-04
R Karen Saunders, Director, 2026-05-04
B Frederick Rivera, Director, 2026-05-04
T Kimberly Ellwanger, Director, 2026-05-04
Ann Kelli Wilson, Evp Chief Banking Officer, 2026-03-18
T. Matthew Ray, Evp Chief Lending Officer, 2026-03-18
Bryan Mcdonald, President, 2026-03-18
Donald Hinson, Evpand Chief Financial Officer, 2026-03-18
J Thomas Henning, Evp Chief Risk Officer, 2026-03-18
William Glasby, Evp Chief Information Officer, 2026-03-18
E. Amy Curran, Evp Director Commercial Lend, 2026-03-18
Tony Chalfant, Evp Chief Credit Officer, 2026-03-18
M Nicholas Bley, Evp Chief Operating Officer, 2026-02-27
Tanton Scott Allan, Director, 2026-01-16
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 Popularity

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Hedge Fund Holdings

Filing Period:

Last updated on May 19, 2026, 4:28pm based on SEC 13F filings Last update: May 19, 2026, 4:28pm

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Basswood Capital Matthew Lindenbaum	698,904	$18,171,504	+16%	0.86%
2.	Two Sigma Advisors John Overdeck And David Siegel	490,410	$12,750,660	+144%	0.01%
3.	Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell	433,512	$11,271,312	-15%	0.01%
4.	Rhino Investment Partners John K. Schneider	330,459	$8,591,934	+78%	2.39%
5.	Renaissance Technologies Jim Simons	188,341	$4,896,866	-33%	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
Robison Officer	$27.61	4,724	$130,429.39	0	2026-05-01	Filing
Robison Officer	$27.51	716	$19,697.16	32,931	2026-05-01	Filing
Chalfant Officer	$27.65	4,668	$129,064.60	19,870	2026-02-11	Filing
Rivera Director	$26.31	1,800	$47,349.54	4,972	2026-02-03	Filing
Wilson Officer	$26.48	1,900	$50,307.25	3,778	2026-01-26	Filing

Institutional Investors' Holdings

Filing Period:

No.	Name	Shares	Value	% Port
1.	Blackrock, Inc.	5,561,782	$144,606,324	0%
2.	Jennison Associates Llc	3,213,473	$83,550,298	0.06%
3.	Victory Capital Management Inc	2,469,315	$64,202,190	0.04%
4.	Dimensional Fund Advisors Lp	1,956,477	$50,867,484	0.01%
5.	Vanguard Capital Management Llc	1,847,906	$48,045,556	0%

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