Heritage Financial Corp (NASDAQ: HFWA) EVP reports 3,778-share stock sale

Rhea-AI Filing Summary

Heritage Financial Corp (HFWA) reports that EVP Chief Banking Officer Kelli Ann Wilson sold 3,778 shares of Common Stock on 2026-07-30 at an average price of $29.6924 per share in an open-market or private transaction.

Following this sale, Wilson directly holds 3,099 shares. The transaction is not indicated as being executed under a Rule 10b5-1 trading plan.

Insider Trade Summary

Net Seller: 3,778 shares

Net Sell 1 txn

Insider Wilson Kelli Ann

Role EVP Chief Banking Officer

Sold 3,778 shs ($112K)

Type	Security	Shares	Price	Value
Sale	Common Stock	3,778	$29.6924	$112K

Holdings After Transaction: Common Stock — 3,099 shares (Direct)

Key Figures

Shares sold: 3,778 shares Sale price per share: $29.6924 Shares owned after transaction: 3,099 shares +1 more

4 metrics

Shares sold 3,778 shares Common Stock sale on 2026-07-30

Sale price per share $29.6924 Average price for the 3,778 shares sold

Shares owned after transaction 3,099 shares Direct Common Stock holdings following the sale

Net insider share change -3,778 shares Net shares sold according to transaction summary

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/30/2026 - 05:12 PM Accepted by SEC EDGAR 07/30/2026 - 05:12 PM Learn about SEC filing dates

FAQ

What insider transaction did HFWA report for Kelli Ann Wilson?

HFWA reported that EVP Chief Banking Officer Kelli Ann Wilson sold 3,778 shares of Common Stock. The sale occurred on 2026-07-30 at an average price of $29.6924 per share in an open-market or private transaction.

At what price were the HFWA shares sold in Kelli Ann Wilson’s transaction?

Kelli Ann Wilson’s HFWA shares were sold at an average price of $29.6924 per share. The transaction involved 3,778 shares of Common Stock on 2026-07-30 in an open-market or private sale.

How many HFWA shares does Kelli Ann Wilson own after the reported sale?

After the reported sale, Kelli Ann Wilson directly owns 3,099 HFWA shares. Before this transaction she sold 3,778 shares of Common Stock on 2026-07-30 at an average price of $29.6924 per share.

Was Kelli Ann Wilson’s HFWA stock sale under a Rule 10b5-1 plan?

The HFWA insider report does not indicate that Kelli Ann Wilson’s sale was executed under a Rule 10b5-1 trading plan. The document’s Rule 10b5-1 checkbox is explicitly unchecked for this transaction.

What role does Kelli Ann Wilson hold at HFWA in this insider sale?

In this HFWA insider transaction, Kelli Ann Wilson is identified as EVP Chief Banking Officer. She sold 3,778 shares of Common Stock at $29.6924 per share, leaving 3,099 shares owned directly.

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^*

Wilson Kelli Ann

(Last) (First) (Middle)

201 5TH AVE SW

(Street)

OLYMPIA WASHINGTON 98501

(City) (State) (Zip)

UNITED STATES

(Country)

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 Banking Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/30/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

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	07/30/2026		S		3,778	D	$29.6924	3,099	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 Kelli A. Wilson	07/30/2026
	** 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.
* Form 4: SEC 1474 (03-26)