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 8.2K
Granted 24.2K · Sold 7.0K
Granted 11.2K · Sold 5.4K
Granted 15.1K · Bought 19.1K
Granted 8.2K
Granted 8.2K · Bought 5.0K
Granted 11.3K · Sold 7.3K
Granted 8.2K
Granted 15.8K · Sold 858
Granted 8.2K
Granted 6.0K
Granted 13.0K · Sold 7.6K
Granted 12.9K
Granted 14.8K
Granted 14.1K
Granted 8.2K
Granted 8.2K
Granted 8.2K · Bought 700 · Sold 5.8K
Granted 9.5K · Sold 1.9K
Granted 4.9K
Granted 2.2K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Vance Brian LDirector · 3 transactions | +8.7% | 102.3K | 8.2K | — | — |
| Deuel Jeffrey JCEO, Director · 12 transactions | +17% | 73.0Kas of May 2025 | 24.2K | — | 7.0K |
| Robison Sabrina CEVP Chief HR Officer · 23 transactions | — | 66.1K | 11.2K | — | 5.4K |
| McDonald BryanPresident · 17 transactions | — | 63.5K | 15.1K | 19.1K | — |
| Lyon Jeffrey SDirector · 3 transactions | +19.2% | 50.7K | 8.2K | — | — |
| Charneski BrianDirector · 4 transactions | +41.8% | 44.7K | 8.2K | 5.0K | — |
| Hinson DonaldEVPand Chief Financial Officer · 17 transactions | +6.8% | 41.2K | 11.3K | — | 7.3K |
| Ellwanger Kimberly TDirector · 3 transactions | +30.4% | 35.0K | 8.2K | — | — |
| Curran Amy E.EVP Director Commercial Lend · 26 transactions | +77.3% | 30.0K | 15.8K | — | 858 |
| Watson AnnDirector · 3 transactions | +45.5% | 26.1K | 8.2K | — | — |
| Gavin Deborah JDirector · 2 transactions | +33% | 24.0Kas of May 2025 | 6.0K | — | — |
| Chalfant TonyEVP Chief Credit Officer · 22 transactions | +19.3% | 23.6K | 13.0K | — | 7.6K |
| Ray Matthew T.EVP Chief Lending Officer · 24 transactions | +82.8% | 23.2K | 12.9K | — | — |
| Henning Thomas JEVP Chief Risk Officer · 21 transactions | +196.6% | 19.5K | 14.8K | — | — |
| Glasby WilliamEVP Chief Information Officer · 23 transactions | +120.9% | 14.2K | 14.1K | — | — |
| Dryer Trevor D.Director · 3 transactions | +451.8% | 10.0K | 8.2K | — | — |
| Giacobbe Gail B.Director · 3 transactions | +451.8% | 10.0K | 8.2K | — | — |
| Rivera Frederick BDirector · 8 transactions | +74.5% | 7.2K | 8.2K | 700 | 5.8K |
| Wilson Kelli AnnEVP Chief Banking Officer · 20 transactions | +449.8% | 6.3K | 9.5K | — | 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 3 years: -11.1K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.