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NASDAQ: HFWA
Heritage Financial Corp Stock Ownership - Who owns Heritage Financial?

OverviewForecastEarningsRevenueDividendOwnership

Insider buying vs selling

Have Heritage Financial Corp insiders been buying or selling?

Buy
Sell
NameRoleDateSharesPriceValue
Frederick B. RiveraDirector2026-09-151,300$28.57
$37.13kSell
Brian CharneskiDirector2026-09-0313,675$29.18
$399.09kSell
Matthew T. RayLend;EVP2026-08-133,692$30.10
$111.13kSell
Tony ChalfantCCO;EVP2026-08-053,234$29.92
$96.75kSell
Jeffrey S. LyonDirector2026-08-0510,000$30.00
$300.00kSell
Kelli Ann WilsonEVP;CXO2026-07-303,778$29.69
$112.18kSell
William GlasbyCIO;EVP2026-07-173,379$30.52
$103.13kSell
William GlasbyCIO;EVP2026-07-17301$30.52
$9.19kBuy
William GlasbyCIO;EVP2026-07-171,595$30.52
$48.68kBuy
William GlasbyCIO;EVP2026-07-171,595$30.52
$48.68kBuy

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Net Insider Buy/Sell (L12M) Ownership

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HFWA Shareholders

What type of owners hold Heritage Financial Corp stock?

Institutional
Insider
Retail
NameHoldSharesValueType
Donald V. Rhodes0.77%314,072$8.96MInsider
Daryl D. Jensen0.42%173,398$4.95MInsider
Philip S. Weigand0.32%132,049$3.77MInsider
Lynn M. Brunton0.30%123,372$3.52MInsider
Brian L. Vance0.25%102,342$2.92MInsider
David H. Brown0.24%98,068$2.80MInsider
James P. Senna0.21%84,625$2.42MInsider
Bryan McDonald0.18%75,591$2.16MInsider
Jeffrey J. Deuel0.18%72,956$2.08MInsider
Jay T. Lien0.17%69,909$2.00MInsider

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HFWA vs Bank Stocks

TickerInst. %Insider %Net Insider (L12M)Net Insider (L3M)
HFWA0.08%5.44%Net BuyingNet Selling
AMTB0.07%7.98%Net SellingNet Selling
UVSP0.08%9.13%Net SellingNet Selling
MCB0.09%9.83%Net SellingNet Selling
FSBC0.05%39.39%Net BuyingNet Buying
View Top Bank Stocks

Heritage Financial Stock Ownership FAQ

Who owns Heritage Financial?

Heritage Financial (NASDAQ: HFWA) is owned by 0.08% institutional shareholders, 5.44% Heritage Financial insiders, and 94.48% retail investors. Donald V. Rhodes is the largest individual Heritage Financial shareholder, owning 314,072.00 shares representing 0.77% of the company. Donald V. Rhodes's Heritage Financial shares are currently valued at $8.95M.

If you're new to stock investing, here's how to buy Heritage Financial stock.
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