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Heritage Financial (HFWA) EVP Chalfant sells 4,668 shares at $27.65

Filing Impact
(Moderate)
Filing Sentiment
(Negative)
Form Type
4

Rhea-AI Filing Summary

Heritage Financial Corp executive Tony Chalfant reported an open-market sale of company stock. On 02/11/2026, the EVP Chief Credit Officer sold 4,668 shares of Heritage Financial Corp common stock at a price of $27.6488 per share. Following this transaction, Chalfant directly beneficially owned 19,870 shares of Heritage Financial Corp common stock.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Chalfant Tony

(Last) (First) (Middle)
201 5TH AVE SW

(Street)
OLYMPIA WA 98501

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
HERITAGE FINANCIAL CORP /WA/ [ HFWA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP Chief Credit Officer
3. Date of Earliest Transaction (Month/Day/Year)
02/11/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/11/2026 S 4,668 D $27.6488 19,870 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Kaylene Lahn Attorney in Fact for Tony Chalfant 02/11/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What insider transaction did HFWA executive Tony Chalfant report?

Tony Chalfant reported an open-market sale of Heritage Financial Corp common stock. He sold 4,668 shares on 02/11/2026 at $27.6488 per share, as EVP Chief Credit Officer, and continued to hold 19,870 shares directly after the transaction.

At what price did HFWA shares sell in Tony Chalfant’s Form 4 filing?

The reported sale was executed at $27.6488 per share. In this Form 4, Chalfant sold 4,668 shares of Heritage Financial Corp common stock at that price and directly beneficially owned 19,870 shares after the transaction was completed.

How many HFWA shares does Tony Chalfant own after this reported sale?

After the reported sale, Tony Chalfant directly beneficially owned 19,870 shares of Heritage Financial Corp common stock. This figure reflects his holdings immediately following the 4,668-share open-market sale disclosed for the 02/11/2026 transaction date.

What is Tony Chalfant’s role at Heritage Financial Corp (HFWA)?

Tony Chalfant serves as Executive Vice President and Chief Credit Officer of Heritage Financial Corp. His position was noted in the insider ownership filing, which reported his open-market sale of 4,668 common shares and his remaining direct ownership of 19,870 shares.

Was the HFWA insider transaction a purchase or sale of shares?

The insider transaction was a sale of shares. The Form 4 lists transaction code “S,” indicating an open-market or private sale of 4,668 Heritage Financial Corp common shares at $27.6488 each, leaving the reporting person with 19,870 shares directly owned afterward.

Does Tony Chalfant’s Form 4 show direct or indirect ownership of HFWA shares?

The filing shows direct ownership of Heritage Financial Corp shares. After selling 4,668 common shares at $27.6488 each, the Form 4 indicates that Tony Chalfant directly beneficially owned 19,870 shares, with no separate indirect ownership nature specified in the reported transaction.
Heritage Finl Corp Wash

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954.71M
33.34M
Banks - Regional
Savings Institutions, Not Federally Chartered
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United States
OLYMPIA