HERITAGE FINANCIAL CORP /WA/ — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Ray Matthew T. | EVP Chief Lending Officer | Tax Withholding | 178 | $25.43 | $4,527 | 22,660 | Dec 15, 2025 |
| Bley Nicholas M | EVP Chief Operating Officer | Option Exercise | 4,857 | $25.43 | $123,514 | 4,857 | Dec 15, 2025 |
| Henning Thomas J | EVP Chief Risk Officer | Tax Withholding | 79 | $25.43 | $2,009 | 14,433 | Dec 15, 2025 |
| Robison Sabrina C | EVP Chief HR Officer | Option Exercise | 247 | $25.43 | $6,281 | 30,392 | Dec 15, 2025 |
| Glasby William | EVP Chief Information Officer | Tax Withholding | 40 | $25.43 | $1,017 | 8,955 | Dec 15, 2025 |
| McDonald Bryan | President | Purchase | 19,106 | $22.32 | $426,446 | 31,363 | Nov 20, 2025 |
| Curran Amy E. | EVP Director Commercial Lend | Tax Withholding | 124 | $22.76 | $2,822 | 25,331 | Jun 16, 2025 |
| Wilson Kelli Ann | EVP Chief Banking Officer | Option Exercise | 526 | $22.76 | $11,972 | 5,730 | Jun 16, 2025 |
| Chalfant Tony | EVP Chief Credit Officer | Option Exercise | 1,315 | $22.76 | $29,929 | 24,668 | Jun 16, 2025 |
| Glasby William | EVP Chief Information Officer | Gift | 420 | — | — | 8,730 | Jun 11, 2025 |
| Gavin Deborah J | — | Option Exercise | 2,928 | $23.04 | $67,461 | 23,997 | May 1, 2025 |
| Giacobbe Gail B. | — | Option Exercise | 2,928 | $23.04 | $67,461 | 7,759 | May 1, 2025 |
| CHARNESKI BRIAN | — | Option Exercise | 2,928 | $23.04 | $67,461 | 42,491 | May 1, 2025 |
| Watson Ann | — | Option Exercise | 2,928 | $23.04 | $67,461 | 23,903 | May 1, 2025 |
| LYON JEFFREY S | — | Option Exercise | 2,928 | $23.04 | $67,461 | 48,501 | May 1, 2025 |
| Dryer Trevor D. | — | Option Exercise | 2,928 | $23.04 | $67,461 | 7,759 | May 1, 2025 |
| Ellwanger Kimberly T | — | Option Exercise | 2,928 | $23.04 | $67,461 | 32,819 | May 1, 2025 |
| VANCE BRIAN L | — | Option Exercise | 2,928 | $23.04 | $67,461 | 100,124 | May 1, 2025 |
| Rivera Frederick B | — | Option Exercise | 2,928 | $23.04 | $67,461 | 6,772 | May 1, 2025 |
| Deuel Jeffrey J | CEO | Tax Withholding | 386 | $23.77 | $9,175 | 72,956 | Mar 17, 2025 |
| McDonald Bryan | President | Option Exercise | 921 | $23.77 | $21,892 | 31,209 | Mar 17, 2025 |
| McDonald Bryan | President and COO | Option Exercise | 2,208 | $23.77 | $52,484 | 30,127 | Mar 17, 2025 |
| Henning Thomas J | EVP Chief Risk Officer | Option Exercise | 1,671 | $23.77 | $39,720 | 14,900 | Mar 17, 2025 |
| Ray Matthew T. | EVP Chief Lending Officer | Option Exercise | 504 | $23.77 | $11,980 | 19,017 | Mar 17, 2025 |
| Robison Sabrina C | EVP Chief HR Officer | Option Exercise | 873 | $23.77 | $20,751 | 28,120 | Mar 17, 2025 |
| Glasby William | EVP Chief Information Officer | Tax Withholding | 1,160 | $23.77 | $27,573 | 9,150 | Mar 17, 2025 |
| Wilson Kelli Ann | EVP Chief Banking Officer | Tax Withholding | 600 | $23.77 | $14,262 | 5,204 | Mar 17, 2025 |
| Curran Amy E. | EVP Director Commercial Lend | Option Exercise | 154 | $23.77 | $3,661 | 20,860 | Mar 17, 2025 |
| Deuel Jeffrey J | CEO | Option Exercise | 2,339 | $23.77 | $55,598 | 70,376 | Mar 17, 2025 |
| Hinson Donald | EVPand Chief Financial Officer | Option Exercise | 1,622 | $23.77 | $38,555 | 46,338 | Mar 17, 2025 |
| Chalfant Tony | EVP Chief Credit Officer | Option Exercise | 1,227 | $23.77 | $29,166 | 24,063 | Mar 17, 2025 |
| Rivera Frederick B | — | Sale | 1,300 | $25.39 | $33,007 | 6,544 | Jan 27, 2025 |
| Robison Sabrina C | EVP Chief HR Officer | Tax Withholding | 47 | $26.17 | $1,230 | 27,247 | Dec 15, 2024 |
| Glasby William | EVP Chief Information Officer | Tax Withholding | 48 | $26.17 | $1,256 | 5,633 | Dec 15, 2024 |
| Henning Thomas J | EVP Chief Risk Officer | Tax Withholding | 94 | $26.17 | $2,460 | 10,233 | Dec 15, 2024 |
| Glasby William | EVP Chief Information Officer | Gift | 3,795 | — | — | 5,416 | Dec 10, 2024 |
| Chalfant Tony | EVP Chief Credit Officer | Sale | 2,975 | $26.50 | $78,838 | 20,119 | Nov 7, 2024 |
| Chalfant Tony | EVP Chief Credit Officer | Tax Withholding | 118 | $16.68 | $1,968 | 23,094 | Jun 15, 2024 |
| Wilson Kelli Ann | EVP Chief Banking Officer | Option Exercise | 526 | $16.68 | $8,774 | 2,985 | Jun 15, 2024 |
| Curran Amy E. | EVP Director Commercial Lend | Option Exercise | 526 | $16.68 | $8,774 | 20,249 | Jun 15, 2024 |
| Watson Ann | — | Option Exercise | 3,023 | $18.26 | $55,200 | 20,975 | May 1, 2024 |
| Ellwanger Kimberly T | — | Option Exercise | 3,023 | $18.26 | $55,200 | 29,891 | May 1, 2024 |
| Giacobbe Gail B. | — | Option Exercise | 3,023 | $18.26 | $55,200 | 4,831 | May 1, 2024 |
| VANCE BRIAN L | — | Option Exercise | 3,023 | $18.26 | $55,200 | 97,196 | May 1, 2024 |
| CHARNESKI BRIAN | — | Option Exercise | 3,023 | $18.26 | $55,200 | 39,563 | May 1, 2024 |
| Rivera Frederick B | — | Option Exercise | 3,023 | $18.26 | $55,200 | 7,844 | May 1, 2024 |
| Dryer Trevor D. | — | Option Exercise | 3,023 | $18.26 | $55,200 | 4,831 | May 1, 2024 |
| LYON JEFFREY S | — | Option Exercise | 3,023 | $18.26 | $55,200 | 45,573 | May 1, 2024 |
| Gavin Deborah J | — | Option Exercise | 3,023 | $18.26 | $55,200 | 21,069 | May 1, 2024 |
| McDonald Bryan | President and COO | Tax Withholding | 652 | $18.38 | $11,984 | 26,053 | Mar 15, 2024 |