Stocks › HFWA
HERITAGE FINANCIAL CORP /WA/
HFWA·Nasdaq·
United States·USD
United States·USD$27.69
-0.19 (-0.68%)
Close · Oct 6, 2026 · Close Prices from Tiingo.com
HFWA
HERITAGE FINANCIAL CORP /WA/ · Nasdaq
Nasdaq 100S&P 500
Filings
Default90D1Y5YALL
HFWAS&P 500 (rebased)
Congress BuyCongress SellInsider BuyInsider SellForm 1448-K ResultsLobbying
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Daily closes, adjusted for splits and dividends · Close Prices from Tiingo.comHover a marker, every one is a filing · move across the line for the crosshair
Congressional Trades
Recent trades of HFWA by members of U.S. Congress · 1 on record
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
 Denny HeckHouse · D · WA |
HFWAHERITAGE FINANCIAL CORP /WA/ · Common Stock |
Sale $50,001 - $100,000 |
Sep 28, 2018 | Sep 25, 2017 | Filing ↗ |
Whale Activity
Position changes in HFWA reported for 2026-06-30 by 8 tracked institutional filers
- Increased2
- New2
- Held0
- Decreased3
- Closed0
- No prior filing1
| Filer | Shares | Value | Change |
|---|---|---|---|
| BlackRock, Inc. | 5.8M | $172.1M | increased |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $54.3M | decreased |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 749.7K | $22.2M | increased |
| TWO SIGMA INVESTMENTS, LP | 389.2K | $11.5M | decreased |
| MARTIN & CO INC /TN/ | 136.1K | $4.0M | — |
| RENAISSANCE TECHNOLOGIES LLC | 132.4K | $3.9M | decreased |
| MILLENNIUM MANAGEMENT LLC | 24.0K | $712K | new |
| D. E. Shaw & Co., Inc. | 23.4K | $692K | new |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
Net shares bought (+) or sold (−) on the open market by HFWA insiders, by quarter · Form 4
Recent Insider Transactions
1,207 transactions on record · newest first
| Insider | Type | Shares | Price | Value | Date | |
|---|---|---|---|---|---|---|
| Rivera Frederick BDirector · Director | Sale | −1,300 | $28.57 | $37K | Sep 15, 2026 | Form 4 ↗ |
| CHARNESKI BRIANDirector · Director | Sale | −13.7K | $29.18 | $399K | Sep 3, 2026 | Form 4 ↗ |
| Ray Matthew T.EVP Chief Lending Officer | Sale | −3,692 | $30.10 | $111K | Aug 13, 2026 | Form 4 ↗ |
| LYON JEFFREY SDirector · Director | Sale | −10.0K | $30.00 | $300K | Aug 5, 2026 | Form 4 ↗ |
| Chalfant TonyEVP Chief Credit Officer | Sale | −3,234 | $29.92 | $97K | Aug 5, 2026 | Form 4 ↗ |
| Wilson Kelli AnnEVP Chief Banking Officer | Sale | −3,778 | $29.69 | $112K | Jul 30, 2026 | Form 4 ↗ |
| Chalfant TonyEVP Chief Credit Officer | Tax withholding | −135 | $28.44 | $4K | Jun 15, 2026 | Form 4 ↗ |
| Chalfant TonyEVP Chief Credit Officer | Option exercise | +1,316 | $28.44 | $37K | Jun 15, 2026 | Form 4 ↗ |
| Curran Amy E.EVP Director Commercial Lend | Tax withholding | −71 | $28.44 | $2K | Jun 15, 2026 | Form 4 ↗ |
| Curran Amy E.EVP Director Commercial Lend | Option exercise | +576 | $28.44 | $16K | Jun 15, 2026 | Form 4 ↗ |
| Hinson DonaldEVPand Chief Financial Officer | Sale | −3,842 | $28.37 | $109K | Jun 9, 2026 | Form 4 ↗ |
| Robison Sabrina CEVP Chief HR Officer | Sale | −4,724 | $27.61 | $130K | May 1, 2026 | Form 4 ↗ |
| Robison Sabrina CEVP Chief HR Officer | Sale | −716 | $27.51 | $20K | May 1, 2026 | Form 4 ↗ |
| Dryer Trevor D.Director | Option exercise | +2,218 | $27.61 | $61K | May 1, 2026 | Form 4 ↗ |
| LYON JEFFREY SDirector | Option exercise | +2,218 | $27.61 | $61K | May 1, 2026 | Form 4 ↗ |
| Watson AnnDirector | Option exercise | +2,218 | $27.61 | $61K | May 1, 2026 | Form 4 ↗ |
| CHARNESKI BRIANDirector | Option exercise | +2,218 | $27.61 | $61K | May 1, 2026 | Form 4 ↗ |
| Giacobbe Gail B.Director | Option exercise | +2,218 | $27.61 | $61K | May 1, 2026 | Form 4 ↗ |
| VANCE BRIAN LDirector | Option exercise | +2,218 | $27.61 | $61K | May 1, 2026 | Form 4 ↗ |
| Saunders Karen RDirector | Option exercise | +2,218 | $27.61 | $61K | May 1, 2026 | Form 4 ↗ |
Fund Holders
Mutual funds and ETFs holding HFWA · SEC Form N-PORT
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 2.5M | $73.4M | 0.07% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 1.8M | $53.2M | 1.13% | Jun 30, 2026 |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 1.6M | $46.5M | 1.34% | Jun 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1.3M | $39.0M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF iShares Trust | 1.1M | $32.4M | 0.04% | Jun 30, 2026 |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 476.5K | $14.1M | 0.01% | Jun 30, 2026 |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 469.8K | $14.0M | 0.07% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 457.0K | $13.6M | 0.04% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 389.7K | $11.5M | 0.24% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 378.2K | $11.2M | 0.07% | Jun 30, 2026 |
Mutual funds and ETFs whose N-PORT filings list HFWA's shares (CUSIP 42722X106), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Corporate Lobbying
Estimated quarterly lobbying spending reported under the LDA, filings naming HERITAGE FINANCIAL CORP /WA/ as client
No lobbying filings found naming HERITAGE FINANCIAL CORP /WA/ as the client.
Government Contracts
Federal awards to HERITAGE FINANCIAL CORP /WA/ · USAspending
No federal contract awards found for HERITAGE FINANCIAL CORP /WA/.
U.S. Patents
Recent USPTO applications naming HERITAGE FINANCIAL CORP /WA/
No USPTO patent applications found for HERITAGE FINANCIAL CORP /WA/.
Annual Financials
From HFWA's 10-K filings · XBRL
No annual XBRL figures on record for HFWA. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
Every split and reverse split in the price history
No stock splits in HFWA's price history.
About HERITAGE FINANCIAL CORP /WA/
From SEC EDGAR company records
Industry (SIC 6036)Savings Institutions, Not Federally Chartered
SectorFinancials
HeadquartersOLYMPIA, WA
IncorporatedWA
SEC CIK0001046025 ↗