Heritage Financial Corporation
A bank holding company in the Pacific Northwest, it runs Heritage Bank, a community-focused bank serving everyday customers and local businesses across Washington and Oregon. The roots go back to 1927, when John Fix and a group of businessmen started what became Heritage Bank, and the firm grew by folding in longtime Washington names like Whidbey Island Bank and Kitsap Bank. Fun fact: the "Heritage" name honors the unique character of the communities it serves, and some of its acquired branches still carry the Whidbey Island Bank name.
Granted 2.2K
Granted 4.3K · Sold 5.4K
Granted 5.0K · Bought 19.1K
Granted 2.2K
Granted 2.2K
Granted 3.7K · Sold 3.8K
Granted 2.2K
Granted 5.6K
Granted 2.2K
Granted 4.4K · Sold 4.7K
Granted 5.3K
Granted 5.6K
Granted 5.6K
Granted 2.2K
Granted 2.2K
Granted 2.2K · Sold 1.8K
Granted 3.8K · Sold 1.9K
Granted 4.9K
Granted 2.2K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Vance Brian LDirector · 1 transaction | +2.2% | 102.3K | 2.2K | — | — |
| Robison Sabrina CEVP Chief HR Officer · 9 transactions | — | 66.1K | 4.3K | — | 5.4K |
| McDonald BryanPresident · 6 transactions | — | 63.5K | 5.0K | 19.1K | — |
| Lyon Jeffrey SDirector · 1 transaction | +4.6% | 50.7K | 2.2K | — | — |
| Charneski BrianDirector · 1 transaction | +5.2% | 44.7K | 2.2K | — | — |
| Hinson DonaldEVPand Chief Financial Officer · 6 transactions | -11% | 41.2K | 3.7K | — | 3.8K |
| Ellwanger Kimberly TDirector · 1 transaction | +6.8% | 35.0K | 2.2K | — | — |
| Curran Amy E.EVP Director Commercial Lend · 8 transactions | +18.5% | 30.0K | 5.6K | — | — |
| Watson AnnDirector · 1 transaction | +9.3% | 26.1K | 2.2K | — | — |
| Chalfant TonyEVP Chief Credit Officer · 8 transactions | -4.3% | 23.6K | 4.4K | — | 4.7K |
| Ray Matthew T.EVP Chief Lending Officer · 9 transactions | +21.8% | 23.2K | 5.3K | — | — |
| Henning Thomas JEVP Chief Risk Officer · 7 transactions | +31.2% | 19.5K | 5.6K | — | — |
| Glasby WilliamEVP Chief Information Officer · 7 transactions | +63.2% | 14.2K | 5.6K | — | — |
| Dryer Trevor D.Director · 1 transaction | +28.6% | 10.0K | 2.2K | — | — |
| Giacobbe Gail B.Director · 1 transaction | +28.6% | 10.0K | 2.2K | — | — |
| Rivera Frederick BDirector · 2 transactions | +6.2% | 7.2K | 2.2K | — | 1.8K |
| Wilson Kelli AnnEVP Chief Banking Officer · 6 transactions | +9.1% | 6.3K | 3.8K | — | 1.9K |
| Bley Nicholas MEVP Chief Operating Officer · 2 transactions | — | 4.9K | 4.9K | — | — |
| Saunders Karen RDirector · 1 transaction | — | 2.2K | 2.2K | — | — |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over the last year: +1.5K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.