Every Form 4 that Heritage Financial Corp (HFWA) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow HFWA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HFWA filings page.
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.
Heritage Financial Corp director Frederick B. Rivera reported a sale of company stock. On February 3, 2026, he sold 1,800 shares of Common Stock at an average price of $26.3053 per share. After this transaction, he directly holds 4,972 shares of Heritage Financial Corp common stock.
Heritage Financial Corp executive Kelli Ann Wilson reported a stock sale. On 01/26/2026, the EVP Chief Banking Officer sold 1,900 shares of Heritage Financial Corp common stock in an open market transaction coded as "S" at a price of $26.4775 per share. After this sale, she directly owned 3,778 shares of the company’s common stock. The filing lists her ownership as direct, with no derivative securities reported.
Heritage Financial Corp. reported equity transactions by executive Matthew Ray, its EVP Chief Lending Officer, on 12/15/2025. He acquired 832 shares of common stock at $25.43 per share and disposed of 178 shares at the same price.
Following these trades, Ray directly owned 22,660 shares of Heritage Financial common stock. The filing also shows activity in restricted stock units, with 832 units tied to common stock at a $0 exercise price and 3,332 derivative securities beneficially owned after the transaction.
Heritage Financial Corp. reported an insider stock transaction by its EVP and Chief Operating Officer on 12/15/2025. The reporting person converted 4,857 restricted stock units into shares of common stock at $25.43 per share and then had 1,043 shares withheld to cover taxes, leaving 3,814 common shares directly owned.
The derivative holdings table shows 9,715 restricted stock units beneficially owned after this transaction. The award relates to the company’s 2023 Omnibus Equity Plan, under which the shares vest one third per year over a three-year period, with each unit delivering one share of common stock upon vesting.
Heritage Financial Corp (HFWA) executive Thomas J. Henning, EVP Chief Risk Officer, reported equity transactions dated 12/15/2025. He acquired 495 shares of common stock at $25.43 per share through the exercise of restricted stock units, then disposed of 79 shares at the same price to cover related obligations. Following these transactions, he directly owns 14,433 shares of Heritage Financial common stock and holds 991 restricted stock units that remain outstanding.
HERITAGE FINANCIAL CORP reported an insider equity transaction by EVP and Chief HR Officer Sabrina Robison. On 12/15/2025, a transaction coded "M" converted 247 restricted stock units into 247 shares of common stock at $25.43 per share. A separate transaction coded "F" disposed of 39 shares at the same price. After these transactions, the officer directly owns 30,353 shares of common stock and 1,734 restricted stock units.
Heritage Financial Corp executive William Glasby reported updates to his equity holdings. On December 15, 2025, 265 restricted stock units converted into 265 shares of common stock at a listed price of $25.43, and a separate transaction coded “F” involved 40 shares at the same price. After these transactions, he directly owned 8,955 shares of Heritage Financial common stock and held 1,058 restricted stock units.
Heritage Financial Corp. (HFWA) reported an insider stock transaction by its President on a Form 4. On 11/20/2025, the officer acquired 19,106 shares of common stock in a transaction coded "P" (a purchase) at a price of $22.32 per share.
Following this purchase, the President beneficially owned 31,363 shares, held indirectly through a 401(k) plan. This filing reflects a change in the executive’s equity holdings and provides transparency into insider ownership.