Heritage Financial Corp
HFWAFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Heritage Financial Corp Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 17, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2026-03-31 | 93 | $2.44K | SEC filing |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2026-03-31 | 8,597 | Not shown | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 5,809 | $151K | SEC filing |
| RAYMOND JAMES FINANCIAL INC | 2026-03-31 | 48,827 | $1.27M | SEC filing |
| PRINCIPAL FINANCIAL GROUP INC | 2026-03-31 | 199,588 | $5.19M | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 1,987 | $51.7K | SEC filing |
| PNC FINANCIAL SERVICES GROUP, INC. | 2026-03-31 | 1,226 | $31.9K | SEC filing |
| Bruce G. Allen Investments, LLC | 2026-03-31 | 24 | $624 | SEC filing |
| DEUTSCHE BANK AG\ | 2026-03-31 | 33,325 | $866K | SEC filing |
| LAZARD ASSET MANAGEMENT LLC | 2026-03-31 | 40,326 | $1.05M | SEC filing |
| Badgley Phelps Wealth Managers, LLC | 2026-03-31 | 20,971 | $545K | SEC filing |
| MARTIN & CO INC /TN/ | 2026-03-31 | 137,899 | $3.59M | SEC filing |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-03-31 | 9,723 | $253K | SEC filing |
| Dana Investment Advisors, Inc. | 2026-03-31 | 219,962 | $5.72M | SEC filing |
| DEPRINCE RACE & ZOLLO INC | 2026-03-31 | 131,566 | $3.42M | SEC filing |
| Baird Financial Group, Inc. | 2026-03-31 | 38,245 | $994K | SEC filing |
| ALGEBRIS (UK) LTD | 2026-03-31 | 518,409 | $13.5M | SEC filing |
| US BANCORP \DE\ | 2026-03-31 | 8,175 | $213K | SEC filing |
| Keating Financial Advisory Services, Inc. | 2026-03-31 | 32 | $832 | SEC filing |
| FIRST HORIZON CORP | 2026-03-31 | 395 | $10.3K | SEC filing |
- Each value is checked against Heritage Financial Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Heritage Financial Corp's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Heritage Financial Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-03-17 · Deuel Jeffrey J: Larger than all 8 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-09 | Hinson Donald · EVPand Chief Financial Officer | Common Stock | S — Open market or private sale | −3,842 | 28.37 | SEC filing |
| 2026-05-01 | Robison Sabrina C · EVP Chief HR Officer | Common Stock | S — Open market or private sale | −4,724 | 27.61 | SEC filing |
| 2026-05-01 | Robison Sabrina C · EVP Chief HR Officer | Common Stock | S — Open market or private sale | −716 | 27.51 | SEC filing |
| 2026-02-11 | Chalfant Tony · EVP Chief Credit Officer | Common Stock | S — Open market or private sale | −4,668 | 27.65 | SEC filing |
| 2026-02-03 | Rivera Frederick B · Director | Common Stock | S — Open market or private sale | −1,800 | 26.31 | SEC filing |
| 2026-01-26 | Wilson Kelli Ann · EVP Chief Banking Officer | Common Stock | S — Open market or private sale | −1,900 | 26.48 | SEC filing |
| 2025-11-20 | McDonald Bryan · President | Common Stock | P — Open market or private purchase | +19,106 | 22.32 | SEC filing |
| 2025-03-17 | Hinson Donald · EVPand Chief Financial Officer | Common Stock | S — Open market or private sale | −3,420 | 23.59 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-17 | Allan Scott Tanton · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +1,999 | SEC filing |
| 2026-06-17 | LYON JEFFREY S · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +1,999 | SEC filing |
| 2026-06-17 | VANCE BRIAN L · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +1,999 | SEC filing |
| 2026-06-17 | Rivera Frederick B · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +1,999 | SEC filing |
| 2026-06-17 | Watson Ann · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +1,999 | SEC filing |
| 2026-06-17 | CHARNESKI BRIAN · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +1,999 | SEC filing |
| 2026-06-17 | Dryer Trevor D. · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +1,999 | SEC filing |
| 2026-06-17 | Ellwanger Kimberly T · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +1,999 | SEC filing |
Showing 8 of 31 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.