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Heritage Financial Corp (HFWA)

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Sector: Savings Institutions, Not Federally Chartered

Insider Roster

L Brian Vance, Director, 2025-06-23
S Jeffrey Lyon, Director, 2025-06-23
B Frederick Rivera, Director, 2025-06-23

L Brian Vance, Director, 2025-06-23
S Jeffrey Lyon, Director, 2025-06-23
B Frederick Rivera, Director, 2025-06-23
T Kimberly Ellwanger, Director, 2025-06-23
B. Gail Giacobbe, Director, 2025-06-23
Brian Charneski, Director, 2025-06-23
Ann Watson, Director, 2025-06-23
R Karen Saunders, Director, 2025-06-23
D. Trevor Dryer, Director, 2025-06-23
E. Amy Curran, Evp Director Commercial Lend, 2025-06-17
Ann Kelli Wilson, Evp Chief Banking Officer, 2025-06-17
Tony Chalfant, Evp Chief Credit Officer, 2025-06-17
William Glasby, Evp Chief Information Officer, 2025-06-12
J Jeffrey Deuel, Ceo, 2025-05-07
J Deborah Gavin, Director, 2025-05-05
Bryan Mcdonald, President, 2025-03-19
J Thomas Henning, Evp Chief Risk Officer, 2025-03-18
T. Matthew Ray, Evp Chief Lending Officer, 2025-03-18
C Sabrina Robison, Evp Chief Hr Officer, 2025-03-18
Donald Hinson, Evpand Chief Financial Officer, 2025-03-18
M Nicholas Bley, Evp Chief Operating Officer, 2024-12-19
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 September 24, 2025, 11:46am based on SEC 13F filings Last update: September 24, 2025, 11:46am

No.	Hedge Fund	Shares	Value	Activity	% Port
1.	Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell	504,509	$12,027,495	+14%	0.01%
2.	Renaissance Technologies Jim Simons	321,534	$7,665,371	-4%	0.01%
3.	Basswood Capital Matthew Lindenbaum	230,737	$5,500,770		0.25%
4.	Royce & Associates Chuck Royce	166,120	$3,960,301		0.04%
5.	Two Sigma Advisors John Overdeck And David Siegel	140,446	$3,348,233	+12%	0.01%

Insider Trading: Purchases See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
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
Charneski Director	$15.88	5,000	$79,388.50	13,675	2023-05-04	Filing

Insider Trading: Sales See All

Insider	Price	Amount	Total Value	Remaining Holdings	Date	Form 4
Curran Officer	$23.77	858	$20,394.66	24,353	2025-03-17	Filing
Deuel Officer, Director	$23.66	7,033	$166,386.71	70,906	2025-03-17	Filing
Hinson Officer	$23.59	3,420	$80,681.22	42,087	2025-03-17	Filing
Rivera Director	$25.45	2,700	$68,715.00	3,844	2025-01-27	Filing
Rivera Director	$25.39	1,300	$33,007.00	6,544	2025-01-27	Filing

Institutional Investors' Holdings

Filing Period: Filing is Ongoing

No.	Name	Shares	Value	% Port
1.	Kiley Juergens Wealth Management, Llc	177,417	$4,291,710	0.94%
2.	Deprince Race & Zollo Inc	70,514	$1,705,734	0.03%
3.	Voya Investment Management Llc	46,672	$1,128,996	0%
4.	Louisiana State Employees Retirement System	15,600	$377,364	0.01%
5.	Brighton Jones Llc	12,452	$301,222	0.01%

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