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 49.5K · Sold 92.1K
Granted 7.9K · Sold 1.0K
Granted 1.3K
Granted 6.7K
Granted 3.1K
Granted 20.3K · Bought 8.7K · Sold 3.4K
Granted 156.6K · Sold 123.7K
Granted 3.8K
Granted 9.1K · Sold 2.0K
Granted 123.7K · Bought 8.8K · Sold 27.0K
Granted 23.7K · Sold 5.4K
Granted 50.4K · Bought 19.1K · Sold 15.8K
Granted 17.0K · Sold 11.0K
Granted 36.4K · Bought 7.8K
Granted 23.3K · Sold 56.6K
Granted 30.2K · Bought 20.3K · Sold 13.9K
Granted 11.9K · Bought 7.2K
Granted 29.8K · Sold 32.2K
Granted 75.9K · Sold 16.6K
Granted 28.5K · Bought 5.4K
Granted 4.3K
Granted 18.6K · Sold 858
Granted 32.4K · Sold 17.9K
Granted 23.3K · Bought 4.0K
Granted 12.1K · Bought 1.3K
Granted 47.1K · Sold 18.2K
Granted 19.8K · Bought 4.0K
Granted 23.1K · Sold 12.8K
Granted 16.0K
Granted 3.9K
Granted 17.0K · Sold 4.6K
Granted 26.3K
Granted 3.8K · Bought 2.2K
Granted 3.0K · Bought 1.1K
Granted 3.8K
Granted 24.0K
Granted 10.0K
Granted 10.0K
Granted 3.8K · Bought 2.5K · Sold 2.5K
Granted 11.7K · Bought 1.3K · Sold 5.8K
Granted 10.9K · Sold 1.9K
Granted 4.9K
Granted 2.2K
Granted 467
Granted 5.8K · Sold 2.8K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Rhodes Donald VChairman · 37 transactions | — | 294.4Kas of Oct 2013 | 49.5K | — | 92.1K |
| Jensen Daryl DDirector · 11 transactions | — | 173.4Kas of Apr 2014 | 7.9K | — | 1.0K |
| Lien Jay TDirector · 1 transaction | — | 132.8Kas of Dec 2014 | 1.3K | — | — |
| Weigand Philip SDirector · 16 transactions | — | 132.0Kas of Mar 2013 | 6.7K | — | — |
| Brunton LYNN MDirector · 3 transactions | — | 123.4Kas of May 2006 | 3.1K | — | — |
| Christensen Gary BDirector · 35 transactions | — | 107.0Kas of May 2017 | 20.3K | 8.7K | 3.4K |
| Vance Brian LDirector · 91 transactions | — | 102.3K | 156.6K | — | 123.7K |
| Brown David HDirector · 3 transactions | — | 98.1Kas of May 2017 | 3.8K | — | — |
| Senna James PDirector · 12 transactions | — | 84.6Kas of Jul 2007 | 9.1K | — | 2.0K |
| Deuel Jeffrey JCEO, Director · 74 transactions | — | 73.0Kas of May 2025 | 123.7K | 8.8K | 27.0K |
| Robison Sabrina CEVP Chief HR Officer · 55 transactions | — | 66.1K | 23.7K | — | 5.4K |
| McDonald BryanPresident · 64 transactions | — | 63.5K | 50.4K | 19.1K | 15.8K |
| Pickering AnthonyDirector · 13 transactions | — | 57.0Kas of May 2023 | 17.0K | — | 11.0K |
| Lyon Jeffrey SDirector · 39 transactions | — | 50.7K | 36.4K | 7.8K | — |
| Clees John ADirector · 56 transactions | — | 46.7Kas of May 2023 | 23.3K | — | 56.6K |
| Charneski BrianDirector · 37 transactions | — | 44.7K | 30.2K | 20.3K | 13.9K |
| Fluetsch PeterDirector · 14 transactions | — | 43.8Kas of Jul 2012 | 11.9K | 7.2K | — |
| Broadhead MichaelPresident/Central Valley Bank · 30 transactions | — | 43.4Kas of Aug 2013 | 29.8K | — | 32.2K |
| Hinson DonaldEVPand Chief Financial Officer · 91 transactions | — | 41.2K | 75.9K | — | 16.6K |
| Ellwanger Kimberly TDirector · 28 transactions | — | 35.0K | 28.5K | 5.4K | — |
| Dennis StephenDirector · 3 transactions | — | 34.1Kas of May 2021 | 4.3K | — | — |
| Curran Amy E.EVP Director Commercial Lend · 34 transactions | — | 30.0K | 18.6K | — | 858 |
| Patjens GregoryExVicePres / Heritage Bank · 17 transactions | — | 27.0Kas of Jun 2012 | 32.4K | — | 17.9K |
| Watson AnnDirector · 16 transactions | — | 26.1K | 23.3K | 4.0K | — |
| Miller Gragg EDirector · 14 transactions | — | 24.9Kas of May 2022 | 12.1K | 1.3K | — |
| Spurling David AChief Credit Officer · 63 transactions | — | 24.9Kas of Mar 2021 | 47.1K | — | 18.2K |
| Gavin Deborah JDirector · 13 transactions | — | 24.0Kas of May 2025 | 19.8K | 4.0K | — |
| Chalfant TonyEVP Chief Credit Officer · 44 transactions | — | 23.6K | 23.1K | — | 12.8K |
| Ray Matthew T.EVP Chief Lending Officer · 32 transactions | — | 23.2K | 16.0K | — | — |
| Hirman Cindy MEVP Chief Banking Officer · 8 transactions | — | 23.0Kas of Mar 2023 | 3.9K | — | — |
| Huntley Cindy MEVP Chief Banking Officer · 49 transactions | — | 19.8Kas of Nov 2022 | 17.0K | — | 4.6K |
| Henning Thomas JEVP Chief Risk Officer · 44 transactions | — | 19.5K | 26.3K | — | — |
| Altom Rhoda LDirector · 9 transactions | — | 15.7Kas of May 2017 | 3.8K | 2.2K | — |
| Cameron Edward DSVP and Corp Secretary · 6 transactions | — | 15.1Kas of Mar 2008 | 3.0K | 1.1K | — |
| Severns Robert TDirector · 3 transactions | — | 14.9Kas of May 2017 | 3.8K | — | — |
| Glasby WilliamEVP Chief Information Officer · 56 transactions | — | 14.2K | 24.0K | — | — |
| Dryer Trevor D.Director · 4 transactions | — | 10.0K | 10.0K | — | — |
| Giacobbe Gail B.Director · 4 transactions | — | 10.0K | 10.0K | — | — |
| Crawford Mark DDirector · 6 transactions | — | 9.5Kas of May 2017 | 3.8K | 2.5K | 2.5K |
| Rivera Frederick BDirector · 11 transactions | — | 7.2K | 11.7K | 1.3K | 5.8K |
| Wilson Kelli AnnEVP Chief Banking Officer · 26 transactions | — | 6.3K | 10.9K | — | 1.9K |
| Bley Nicholas MEVP Chief Operating Officer · 2 transactions | — | 4.9K | 4.9K | — | — |
| Saunders Karen RDirector · 1 transaction | — | 2.2K | 2.2K | — | — |
| Gahler Steven AEVP Chief Marketing Officer · 4 transactions | — | 342as of Jul 2021 | 467 | — | — |
| Banner LisaEVP Director Shared Services · 18 transactions | — | 0as of Jul 2019 | 5.8K | — | 2.8K |
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 all recorded history: -374.7K shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.