STOCK TITAN

Heritage Financial director sells 13,675 shares at $29

HERITAGE FINANCIAL CORP (HFWA) director Brian Charneski reported an indirect sale of 13,675 shares of common stock on September 3, 2026 in an open-market or private transaction at about $29.18 per share, held through a corporation.

(Moderate)
(Negative)
Form Type
4

Rhea-AI Filing Summary

HERITAGE FINANCIAL CORP (HFWA) director Brian Charneski reported an indirect sale of 13,675 shares of common stock on September 3, 2026 in an open-market or private transaction at about $29.18 per share, held through a corporation. Following this sale, he reported holding no shares indirectly. No Rule 10b5-1 trading plan is reported.

Positive

  • None.

Negative

  • None.
Insider CHARNESKI BRIAN
Role Director
Sold 13,675 shs ($399K)
Type Security Shares Price Value
Sale Common Stock 13,675 $29.184 $399K
Holdings After Transaction: Common Stock — 0 shares (Indirect, by Corporation)
Shares sold 13,675 shares Indirect sale of common stock reported for September 3, 2026
Sale price per share $29.18 per share Price for the reported sale of HFWA common stock
Shares held after transaction 0 shares Indirect holdings reported following the September 3, 2026 sale
Net shares sold 13,675 shares Net change in reported holdings from this Form 4 filing

FAQ

What insider transaction did HFWA director Brian Charneski report?

Brian Charneski reported an indirect sale of 13,675 shares of Heritage Financial Corp common stock on September 3, 2026, executed as an open-market or private transaction at about $29.18 per share.

How many HFWA shares does Brian Charneski report holding after this transaction?

After the reported transaction, Brian Charneski reports holding 0 shares of Heritage Financial Corp common stock indirectly through the referenced corporation.

Was Brian Charneski’s HFWA stock sale under a Rule 10b5-1 trading plan?

No. The filing indicates that no Rule 10b5-1 trading plan is associated with the reported sale of Heritage Financial Corp shares.

What price did HFWA director Brian Charneski receive for the sold shares?

The reported sale of Heritage Financial Corp common stock by Brian Charneski was executed at approximately $29.18 per share.

How was Brian Charneski’s ownership in HFWA characterized before the sale?

The sold shares were reported as held indirectly, described as being held by a corporation, rather than as directly owned by Brian Charneski personally.

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

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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
CHARNESKI BRIAN

(Last)(First)(Middle)
PO BOX 1578

(Street)
OLYMPIA WASHINGTON 98507

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
09/03/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock09/03/2026S13,675D$29.1840Iby Corporation
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Kaylene Lahn as Attorney in Fact for Brian Charneski09/03/2026
** Signature of Reporting PersonDate
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)