Heritage Financial (HFWA) EVP trades 3,234 company shares

Rhea-AI Filing Summary

Heritage Financial Corp (HFWA) executive vice president and Chief Credit Officer Tony Chalfant reported selling 3,234 shares of common stock on 2026-08-05 at $29.9167 per share in an open-market or private transaction, leaving him with 20,362 shares held directly.

Insider Trade Summary

Net Seller: 3,234 shares

Net Sell 1 txn

Insider Chalfant Tony

Role EVP Chief Credit Officer

Sold 3,234 shs ($97K)

Type	Security	Shares	Price	Value
Sale	Common Stock	3,234	$29.9167	$97K

Holdings After Transaction: Common Stock — 20,362 shares (Direct)

Key Figures

Shares sold: 3,234 shares Sale price per share: $29.9167 per share Shares owned after sale: 20,362 shares

3 metrics

Shares sold 3,234 shares Common stock sale reported on 2026-08-05

Sale price per share $29.9167 per share Average price for the 3,234-share sale on 2026-08-05

Shares owned after sale 20,362 shares Direct ownership following the reported transaction

Key Terms

open market or private transaction

1 terms

open market or private transaction market

"transaction described as a sale in open market or private transaction"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 08/05/2026 - 05:44 PM Accepted by SEC EDGAR 08/05/2026 - 05:43 PM Learn about SEC filing dates

FAQ

What insider transaction did HFWA executive Tony Chalfant report?

Tony Chalfant reported selling 3,234 shares of Heritage Financial common stock. The sale occurred on 2026-08-05 as a reported open-market or private transaction, and was disclosed in a Form 4 insider trading report.

At what price did Tony Chalfant sell HFWA shares?

Tony Chalfant sold HFWA common stock at an average price of $29.9167 per share. This per-share price comes from the Form 4 data and reflects the transaction on 2026-08-05 in an open-market or private transaction.

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

After the reported sale, Tony Chalfant directly owns 20,362 HFWA shares. This post-transaction holding figure is disclosed in the Form 4 and reflects his remaining direct ownership following the 3,234-share disposition.

Was Tony Chalfant’s HFWA stock sale under a Rule 10b5-1 plan?

The filing’s Rule 10b5-1 checkbox is not marked as affirmative, indicating the reported sale is not designated as executed under a Rule 10b5-1 trading plan based on the information provided in the Form 4 data.

What role does Tony Chalfant hold at Heritage Financial (HFWA)?

Tony Chalfant is reported as EVP Chief Credit Officer of Heritage Financial. His officer status and title are listed in the Form 4, identifying him as a senior executive involved in credit oversight at the company.

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 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 Credit Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/05/2026

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	08/05/2026		S		3,234	D	$29.9167	20,362	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	08/05/2026
	** 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)