Heritage Financial Corp (HFWA): insider trading, Congress trades & who owns it

Insider signal
15/100
Heavy insider selling · 90 days
Insider buys
$426K
1 buyer · 12 months
Insider sales
$1.5M
8 sellers · 12 months
Funds holding
191
13F · Q2 2026
Congress trades
None
none in 2 years

HFWA insiders were on both sides of the trade this year. Buys came to roughly $426,000 (one buyer), sales to $1.5 million (eight sellers).

McDonald Bryan (President) made the biggest buy, worth around $426,000. C-suite participation is part of the picture here.

3 quarters in a row of net selling by insiders. Insiders bought in 1 of the last 7 full quarters. On the institutional side, 191 funds reported holding HFWA at the end of Q2 2026, and more funds bought than sold.

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Latest insider trades in HFWA

FiledInsiderRoleTypeSharesPriceValueSource
Sep 15, 2026Rivera Frederick BDirectorSell1,300$28.57$37KSEC
Sep 3, 2026CHARNESKI BRIANDirectorSell13,675$29.18$399KSEC
Aug 13, 2026Ray Matthew T.Executive OfficerSell3,692$30.10$111KSEC
Aug 5, 2026LYON JEFFREY SDirectorSell10,000$30.00$300KSEC
Aug 5, 2026Chalfant TonyExecutive OfficerSell3,234$29.92$97KSEC
Jul 30, 2026Wilson Kelli AnnExecutive OfficerSell3,778$29.69$112KSEC
Jun 10, 2026Hinson DonaldCFOSell3,842$28.37$109KSEC
May 4, 2026Robison Sabrina CExecutive OfficerSell4,724$27.61$130KSEC
May 4, 2026Robison Sabrina CExecutive OfficerSell716$27.51$20KSEC
Feb 11, 2026Chalfant TonyExecutive OfficerSell4,668$27.65$129KSEC
Feb 3, 2026Rivera Frederick BDirectorSell1,800$26.31$47KSEC
Jan 26, 2026Wilson Kelli AnnExecutive OfficerSell1,900$26.48$50KSEC
Nov 24, 2025McDonald BryanPresidentBuy19,106$22.32$426KSEC
Mar 18, 2025Curran Amy E.Executive OfficerSell858$23.77$20KSEC
Mar 18, 2025Hinson DonaldCFOSell3,420$23.59$81KSEC

Questions about HFWA

Are insiders buying or selling HFWA stock?

In the last 12 months Heritage Financial Corp insiders made open-market purchases worth about $426,000 and sales worth about $1.5 million. Data comes from SEC Form 4 filings, updated every 30 minutes on CapitalSnitch.

When was the last insider trade in HFWA?

The most recent open-market insider trade in HFWA was filed on 2026-09-15.

How many institutions own HFWA?

191 investment managers reported holding HFWA in SEC Form 13F filings for Q2 2026.

Has any member of Congress traded HFWA?

No congressional trades in HFWA were reported in the past two years. The full list is free on CapitalSnitch.

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Public-record data for research and education, not investment advice. Insider sales are often pre-planned (10b5-1). Congress data: Data derived from public disclosures filed under the Ethics in Government Act and the STOCK Act, republished free for public transparency and news reporting. Disclosures may lag the trade by 45 days or more and show amounts only as ranges. This data may not be used for credit rating, loan underwriting, solicitation of money (political, charitable or other), direct-mail or commercial targeting (5 U.S.C. 13107).