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HFWA Insider Trading & Form 4 Activity

HERITAGE FINANCIAL CORP /WA/
Last filing: Sep 15, 2026·1mo ago· Data may be outdated
BEARISH · LAST 90 DAYS
0%
buyers
$0
0 buys
$1.1M
6 sells
-$1.1M
net selling
6
insiders
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ACTIVE SELLING CLUSTER

4 insiders sold a combined $620K of HFWA between Jul 30, 2026 and Aug 13, 2026.

Wilson Kelli Ann, Lyon Jeffrey S, Chalfant Tony, Ray Matthew T.

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Net flow — last 12 months

Monthly net of insider buys minus sells. Green months indicate net buying; red months indicate net selling.

Most active insiders

Ranked by total transaction value over the last 90 days.

INSIDERBOUGHTSOLDNET
Charneski Brian
Insider
—
$399K
-$399K
Lyon Jeffrey S
Insider
—
$300K
-$300K
Wilson Kelli Ann
EVP Chief Banking Officer
—
$112K
-$112K
Ray Matthew T.
EVP Chief Lending Officer
—
$111K
-$111K
Chalfant Tony
EVP Chief Credit Officer
—
$97K
-$97K
Rivera Frederick B
Insider
—
$37K
-$37K

Recent transactions

Every Form 4 transaction for HFWA, newest first.

SELL
Rivera Frederick B · Insider
Tx Sep 15·Filed Sep 15·EDGAR ↗
1,300 sh @ $28.57
$37K
SELL
Charneski Brian · Insider
Tx Sep 3·Filed Sep 3·EDGAR ↗
13,675 sh @ $29.18
$399K
SELL
Ray Matthew T. · EVP Chief Lending Officer
Tx Aug 13·Filed Aug 13·EDGAR ↗
3,692 sh @ $30.10
$111K
SELL
Lyon Jeffrey S · Insider
Tx Aug 5·Filed Aug 5·EDGAR ↗
10,000 sh @ $30.00
$300K
SELL
Chalfant Tony · EVP Chief Credit Officer
Tx Aug 5·Filed Aug 5·EDGAR ↗
3,234 sh @ $29.92
$97K
SELL
Wilson Kelli Ann · EVP Chief Banking Officer
Tx Jul 30·Filed Jul 30·EDGAR ↗
3,778 sh @ $29.69
$112K
EXERCISE
Glasby William · EVP Chief Information Officer
Tx Jul 17·Filed Jul 20·EDGAR ↗
302 sh @ $30.52
$9K
EXERCISE
Glasby William · EVP Chief Information Officer
Tx Jul 17·Filed Jul 20·EDGAR ↗
265 sh @ $30.52
$8K
EXERCISE
Glasby William · EVP Chief Information Officer
Tx Jul 17·Filed Jul 20·EDGAR ↗
264 sh @ $30.52
$8K
EXERCISE
Glasby William · EVP Chief Information Officer
Tx Jul 17·Filed Jul 20·EDGAR ↗
301 sh @ $30.52
$9K
EXERCISE
Glasby William · EVP Chief Information Officer
Tx Jul 17·Filed Jul 20·EDGAR ↗
1,824 sh @ $30.52
$56K
EXERCISE
Glasby William · EVP Chief Information Officer
Tx Jul 17·Filed Jul 20·EDGAR ↗
1,595 sh @ $30.52
$49K
EXERCISE
Glasby William · EVP Chief Information Officer
Tx Jul 17·Filed Jul 20·EDGAR ↗
1,846 sh @ $30.52
$56K
TAX
Glasby William · EVP Chief Information Officer
Tx Jul 17·Filed Jul 20·EDGAR ↗
3,379 sh @ $30.52
$103K
EXERCISE
Curran Amy E. · EVP Director Commercial Lend
Tx Jun 15·Filed Jun 15·EDGAR ↗
576 sh @ $28.44
$16K
TAX
Chalfant Tony · EVP Chief Credit Officer
Tx Jun 15·Filed Jun 15·EDGAR ↗
135 sh @ $28.44
$4K
EXERCISE
Chalfant Tony · EVP Chief Credit Officer
Tx Jun 15·Filed Jun 15·EDGAR ↗
1,316 sh @ $28.44
$37K
TAX
Curran Amy E. · EVP Director Commercial Lend
Tx Jun 15·Filed Jun 15·EDGAR ↗
71 sh @ $28.44
$2K
SELL
Hinson Donald · EVPand Chief Financial Officer
Tx Jun 9·Filed Jun 10·EDGAR ↗
3,842 sh @ $28.37
$109K

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About HFWA insider trading data

Form 4 is the SEC filing required when an officer, director, or 10% owner of a public company buys or sells the company's stock. By law, these filings must be submitted within two business days of the trade. Tracenotes pulls every Form 4 filing for HFWA from EDGAR, parses it, and surfaces the activity on this page.

What insider buying tells you. Open-market purchases by insiders are widely studied as a meaningful signal. Unlike stock awards (which are compensation, not conviction), an executive spending their own money to buy shares of the company they run is a vote of confidence. Studies have found insider-buying clusters — three or more insiders buying within a short window — outperform the broader market over the following year.

What insider selling tells you. Selling is noisier. Many sales are pre-scheduled under SEC Rule 10b5-1 plans, which let insiders sell on a fixed schedule regardless of company news. We label these "10b5-1" so you can see them. Discretionary sales — sales not tied to a plan — are more meaningful, especially when multiple insiders sell in quick succession.

Tracenotes methodology. We scan EDGAR daily for new Form 4 filings, parse them into individual transactions, and detect clusters when three or more distinct insiders buy or sell within a 14-day window. The data on this page covers the last 12 months. For deeper analysis, Tracenotes also runs language-change detection on 10-K and 10-Q filings — that's our core product.

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Frequently asked questions

What is a Form 4 filing?

Form 4 is the SEC disclosure required when a company insider — an officer, director, or 10% owner — buys or sells the company's stock. By law these filings must be submitted within two business days of the trade.

Is insider buying HFWA always bullish?

Open-market purchases by insiders are widely viewed as a bullish signal because executives are spending their own money. Stock awards and option exercises are part of compensation and don't carry the same weight, which is why we treat them separately on this page.

What is a 10b5-1 trade?

A trade made under SEC Rule 10b5-1, which lets insiders pre-schedule sales weeks or months in advance. These sales execute on a fixed plan regardless of company news, so they're a weaker signal than discretionary sales. We label them with a "10b5-1" tag.

What is an insider cluster?

A cluster is when three or more distinct insiders buy or sell within a 14-day window. Clusters are studied as stronger signals than single trades because multiple people independently reach the same view. We surface active clusters on HERITAGE FINANCIAL CORP /WA/ (HFWA) when they form.

Where does HFWA insider trading data come from?

Every Form 4 filing for HFWA is sourced directly from SEC EDGAR. Tracenotes scans EDGAR daily, parses each Form 4 into individual transactions, and updates this page within hours of new filings.

Nothing on this page constitutes investment advice. Form 4 data is sourced from SEC EDGAR and provided for research purposes only.

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