SEC Form 4
Heritage Financial Corp (HFWA) insider trading
In the 12 months to Oct 23, 2026, 8 HFWA insiders reported open-market sales of $1.5M across 11 filings; one president bought $426.4K.
Latest filing · Last 12 months · Source: SEC EDGAR · How we count
- Open-market sales
- $1.5M
- 11 filings · 8 insiders
- Open-market purchases
- $426.4K
- 1 filing · Bryan McDonald, President
Who traded HFWA, and when
- Purchase
- Sale
HFWA daily close from Oct 23, 2025 to Oct 23, 2026, between $21.47 and $31.25, last $29.15. 11 sale and 1 purchase filings by 9 insiders, marked at their filing dates. Bryan McDonald, President: bought $426.4K across 1 filing, first filed Nov 24, 2025, last Nov 24, 2025. Brian Charneski, Director: sold $399.1K across 1 filing, first filed Sep 3, 2026, last Sep 3, 2026. Jeffrey S. Lyon, Director: sold $300.0K across 1 filing, first filed Aug 5, 2026, last Aug 5, 2026. Tony Chalfant, EVP Chief Credit Officer: sold $225.8K across 2 filings, first filed Feb 11, 2026, last Aug 5, 2026. Kelli Ann Wilson, EVP Chief Banking Officer: sold $162.5K across 2 filings, first filed Jan 26, 2026, last Jul 30, 2026. Sabrina C. Robison, EVP Chief HR Officer: sold $150.1K across 1 filing, first filed May 4, 2026, last May 4, 2026. 3 others: sold $304.6K across 4 filings, first filed Feb 3, 2026, last Sep 15, 2026.
Largest mark · tap a row for others
Bryan McDonald · President
Purchase $426,446
19,106 shares at $22.32 avg
Filed Nov 24, 2025 · traded Nov 20
Close on filing date $23.30
Bryan McDonald · President
President
$426.4K boughtBrian Charneski · Director
Director
$399.1K soldJeffrey S. Lyon · Director
Director
$300.0K soldTony Chalfant · EVP Chief Credit Officer
EVP Chief Credit Officer
$225.8K soldKelli Ann Wilson · EVP Chief Banking Officer
EVP Chief Banking Officer
$162.5K soldSabrina C. Robison · EVP Chief HR Officer
EVP Chief HR Officer
$150.1K sold3 others
Combined, one mark per week
$304.6K soldOpen-market trades
12 filings in the last 12 months| Insider | Role | Sold | Bought | Filings | Pre-arranged (10b5-1) | Last filed |
|---|---|---|---|---|---|---|
| Bryan McDonald | President | — | $426.4K | 1 | — | |
| Brian Charneski | Director | $399.1K | — | 1 | — | |
| Jeffrey S. Lyon | Director | $300.0K | — | 1 | — | |
| Tony Chalfant | EVP Chief Credit Officer | $225.8K | — | 2 | — | |
| Kelli Ann Wilson | EVP Chief Banking Officer | $162.5K | — | 2 | — | |
| Sabrina C. Robison | EVP Chief HR Officer | $150.1K | — | 1 | — | |
| Matthew T. Ray | EVP Chief Lending Officer | $111.1K | — | 1 | — | |
| Donald Hinson | EVPand Chief Financial Officer | $109.0K | — | 1 | — | |
| Frederick B. Rivera | Director | $84.5K | — | 2 | — |
| Filed | Insider | Type | Shares | Avg price | Value | Held after | Source |
|---|---|---|---|---|---|---|---|
traded | Frederick B. Rivera Director | Sale | 1,300 | $28.57 | $37.1K | 5,890 | |
traded | Brian Charneski Director | Sale | 13,675 | $29.18 | $399.1K | 0 | |
traded | Matthew T. Ray EVP Chief Lending Officer | Sale | 3,692 | $30.10 | $111.1K | 22,735 | |
traded | Tony Chalfant EVP Chief Credit Officer | Sale | 3,234 | $29.92 | $96.8K | 20,362 | |
traded | Jeffrey S. Lyon Director | Sale | 10,000 | $30.00 | $300.0K | 40,719 | |
traded | Kelli Ann Wilson EVP Chief Banking Officer | Sale | 3,778 | $29.69 | $112.2K | 3,099 | |
traded | Donald Hinson EVPand Chief Financial Officer | Sale | 3,842 | $28.37 | $109.0K | 41,241 | |
traded | Sabrina C. Robison EVP Chief HR Officer | Sale | 5,440 | $27.60 | $150.1K | Multiple accounts | |
traded | Tony Chalfant EVP Chief Credit Officer | Sale | 4,668 | $27.65 | $129.1K | 19,870 | |
traded | Frederick B. Rivera Director | Sale | 1,800 | $26.31 | $47.3K | 4,972 | |
traded | Kelli Ann Wilson EVP Chief Banking Officer | Sale | 1,900 | $26.48 | $50.3K | 3,778 | |
traded | Bryan McDonald President | Purchase | 19,106 | $22.32 | $426.4K | 31,363 |
GET /stocks/filings/vX/form-4?tickers=HFWA&filing_date.gte=2025-10-23&sort=filing_date.desc&limit=500{
"status": "OK",
"results": [
{
"tickers": [
"HFWA"
],
"issuer_cik": "0001046025",
"owner_cik": "0001838045",
"accession_number": "0001628280-26-062015",
"form_type": "4",
"filing_date": "2026-09-15",
"period_of_report": "2026-09-15",
"issuer_name": "HERITAGE FINANCIAL CORP /WA/",
"issuer_trading_symbol": "HFWA",
"owner_name": "Rivera Frederick B",
"is_director": true,
"is_officer": false,
"is_ten_percent_owner": false,
"is_other": false,
"security_type": "non_derivative",
"record_type": "transaction",
"security_title": "Common Stock",
"transaction_timeliness": "O",
"aff_10b5_one": false,
"transaction_date": "2026-09-15",
"transaction_code": "S",
"equity_swap_involved": false,
"transaction_shares": 1300,
"transaction_price_per_share": 28.565,
"transaction_acquired_disposed": "D",
"shares_owned_following_transaction": 5890,
"transaction_value": 37134.5,
"not_subject_to_section_16": false,
"direct_or_indirect": "D"
},
{
"tickers": [
"HFWA"
],
"issuer_cik": "0001046025",
"owner_cik": "0001219965",
"accession_number": "0001628280-26-060287",
"form_type": "4",
"filing_date": "2026-09-03",
"period_of_report": "2026-09-03",
"issuer_name": "HERITAGE FINANCIAL CORP /WA/",
"issuer_trading_symbol": "HFWA",
"owner_name": "CHARNESKI BRIAN",
"is_director": true,
"is_officer": false,
"is_ten_percent_owner": false,
"is_other": false,
"security_type": "non_derivative",
"record_type": "transaction",
"security_title": "Common Stock",
"transaction_timeliness": "O",
"aff_10b5_one": false,
"transaction_date": "2026-09-03",
"transaction_code": "S",
"equity_swap_involved": false,
"transaction_shares": 13675,
"transaction_price_per_share": 29.184,
"transaction_acquired_disposed": "D",
"shares_owned_following_transaction": 0,
"transaction_value": 399091.2,
"not_subject_to_section_16": false,
"direct_or_indirect": "I",
"nature_of_ownership": "by Corporation"
}
]
}
// trimmed to 2 resultsThe response includes every Form 4 record; this page keeps open-market purchases and sales on common stock and removes duplicate joint-filer rows.
Other insider activity (not market trades) · 86 records
- Option exercises69 records
- Tax withholding17 records
Reported on Form 4 but not purchases or sales in the market, so not counted in the totals above.
Build this yourself
This page joins two Massive endpoints: Form 4 filings and daily prices. Ask an agent to watch for new filings:
Using the Massive API (massive.com/docs/llms.txt), check Form 4 filings for HFWA every day with transaction_code=P and tell me when an insider files an open-market purchase, with their role, shares, price and the filing link.
How to read this page
- Open-market purchase or sale
- A buy or sell of the company's stock at market price. Grants, option exercises, shares withheld for tax, gifts and employee stock plan purchases are listed separately and not counted.
- Filing date
- Insiders have two business days to report a trade. Totals and the chart use the filing date, when the trade became public.