Companies / Heritage Financial Corp/WA

Heritage Financial Corp/WA

Nasdaq: HFWACIK 1046025OLYMPIA, WA
Insider flow · last 90 daysNet sells $109.0K

Financials

Revenue—
Net income$67.53M
Total debt—
Cash$204.38M
Diluted EPS$1.96
Shares outstanding40.9M

Ownership

40.9M shares outstanding · as of Jul 29, 2026
1.3%Insiders
Ownership
Insiders1.26%515,954
10%+ / strategic32.28%13,205,519
Institutions49.99%20,455,413
Public float16.47%6,738,672

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 20

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Insider% of sharesShares
Vance Brian LDirector
0.25%102,342
Lyon Jeffrey SDirector
0.12%50,719
Charneski BrianDirector
0.11%44,709
Hinson DonaldEVPand Chief Financial Officer
0.10%41,241
McDonald BryanPresident
0.09%35,115
Ellwanger Kimberly TDirector
0.09%35,037
Robison Sabrina CEVP Chief HR Officer
0.08%32,931
Curran Amy E.EVP Director Commercial Lend
0.07%29,958
Ray Matthew T.EVP Chief Lending Officer
0.06%26,427
Watson AnnDirector
0.06%26,121

Institutional holders 176

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HolderValue% of shares
BlackRock, Inc.$172.13M14.20%
Jennison Associates LLC$73.48M7.59%
Victory Capital Management, Inc.$69.93M5.77%
State Street Corporation$58.71M4.84%
Vanguard Group Inc$57.05M5.90%
Dimensional Fund Advisors LP$46.79M4.84%
AllianceBernstein L.P.$27.08M2.80%
Geode Capital Management, LLC$24.31M2.28%
Basswood Capital Management, L.L.C.$18.17M1.71%
Boston Partners$17.96M1.69%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
May 1, 2026Robison Sabrina C
Executive
SellCommon Stock$130.4K-5K
-100.00%
0
0.00% of shares
medium
Feb 11, 2026Chalfant Tony
Executive
SellCommon Stock$129.1K-5K
-19.02%
19,870
0.05% of shares
medium
Jun 9, 2026Hinson Donald
Executive
SellCommon Stock$109.0K-4K
-8.52%
41,241
0.10% of shares
medium
May 1, 2026Dryer Trevor D.
Director
ExerciseCommon Stock$61.2K+2K
+28.59%
9,977
0.02% of shares
low
May 1, 2026Lyon Jeffrey S
Director
ExerciseCommon Stock$61.2K+2K
+4.57%
50,719
0.12% of shares
low
May 1, 2026Watson Ann
Director
ExerciseCommon Stock$61.2K+2K
+9.28%
26,121
0.06% of shares
low
May 1, 2026Charneski Brian
Director
ExerciseCommon Stock$61.2K+2K
+5.22%
44,709
0.11% of shares
low
May 1, 2026Giacobbe Gail B.
Director
ExerciseCommon Stock$61.2K+2K
+28.59%
9,977
0.02% of shares
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—
Jennison Associates LLCPassive13G/A—3,107,165—
Victory Capital Management, Inc.Passive13G/A—2,475,850—
Dimensional Fund Advisors LPPassive13G/A———
BlackRock, Inc.Passive13G/A—5,464,986—
Jennison Associates LLCPassive13G/A—3,213,473—
Vanguard Capital ManagementPassive13G—2,157,518—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
HFWA——42722X106—