NASDAQ · HFWA

Heritage Financial Corp

Closing price · Nov 13, 2026 $28.25

Latest quarter · ended Sep 30, 2026

Cash improved

descriptionFiled Nov 6, 2026

Cash from operationsBetter

$30.5M

Dec '24Sep '26

+21% from $25.1M a year ago

Share countDiluting

+19.5%

Dec '24Sep '26

40.58M shares vs. 33.96M a year ago

Numbers come from the company's own 10-Q and 10-K reports filed with the SEC. Each bar is one quarter, oldest on the left. The colored bar is the latest. Hover over or tap a bar to see its number.

Smart money pulse

What insiders and funds are doing

Selling Insiders: as of Nov 13 Funds: as of Jun 30, 2026

account_balance
2 funds bought, 2 sold in the quarter ended Jun 30, 2026, counting funds that hold 500 stocks or fewer and $1M+ of this one. Index funds and banks are left out.
info
11 real insider sales in 12 months. $1.54M in total, not counting planned sales.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

193 funds report owning HFWA, up from 184

Holdings as of Jun 30, 2026

New31

Added60

Held61

Trimmed41

Sold out22

Last quarter

Who bought and who sold

Apr–Jun 2026

Algebris (Uk) Ltd

−9%

Rhino Investment Partners, Inc

+13%

Deprince Race & Zollo Inc

−45%

Fortis Capital Management LLC

New

Change in shares held from Mar 31 to Jun 30, 2026, biggest holdings first. Only funds that hold 500 stocks or fewer and $1M+ of this one: index funds and banks own almost everything, so their changes say little. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

● Open-market buy● Open-market sale

Last 6 months. A wider screen shows 12.

Showing 11 real trades. Hidden: 17 tax withholdings, 26 option exercises. Those happen on a schedule and say little about what an insider thinks. Bigger dot means a bigger trade.

Real trades, newest first

Sep 15 Frederick Rivera Director Open-market sale $37.1K 1,300 sh at $28.57 Sold 18% of stake

Sep 3 Brian Charneski Director Open-market sale $399K 13,675 sh at $29.18 Sold 100% of stake

Aug 13 Matthew Ray EVP Chief Lending Officer Open-market sale $111K 3,692 sh at $30.10 Sold 14% of stake

Aug 5 Jeffrey Lyon Director Open-market sale $300K 10,000 sh at $30.00 Sold 20% of stake

Aug 5 Tony Chalfant EVP Chief Credit Officer Open-market sale $96.8K 3,234 sh at $29.92 Sold 14% of stake

Jul 30 Kelli Wilson EVP Chief Banking Officer Open-market sale $112K 3,778 sh at $29.69 Sold 55% of stake

Jun 9 Donald Hinson EVPand CFO Open-market sale $109K 3,842 sh at $28.37 Sold 9% of stake

May 1 Sabrina Robison EVP Chief HR Officer Open-market sale $150K 5,440 sh at $27.60 Sold 100% of stake

Feb 11 Tony Chalfant EVP Chief Credit Officer Open-market sale $129K 4,668 sh at $27.65 Sold 19% of stake

Feb 3 Frederick Rivera Director Open-market sale $47.4K 1,800 sh at $26.31 Sold 27% of stake

Show 1 older real trade

Jan 26 Kelli Wilson EVP Chief Banking Officer Open-market sale $50.3K 1,900 sh at $26.48 Sold 33% of stake

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Big bets

Funds with a big share of their money in HFWA

As of Jun 30, 2026

Fund	Of fund	Owns	Value	Change
Rhino Investment Partners, Inc	3%	0.9%	$11.1M	+13%

Funds that hold 150 stocks or fewer, where this stock is 3% or more of what they reported. "Of fund" is its share of the fund's 13F value.

"Owns" is shares reported divided by shares outstanding.