Heritage Financial Corporation
Last updated September 27, 2026
Organization details
- Legal name
- Heritage Financial Corporation
- Ownership
- Public
- Status
- Active
- SIC code
- 6036 — Savings Institutions, Not Federally Chartered
- Jurisdiction of incorporation
- Washington
- Headquarters city
- Olympia
- Headquarters state / province
- Washington
- Headquarters country
- United States
- Fiscal year end
- December
- Ticker symbol
- HFWA
- Primary stock exchange
- Nasdaq
Identifiers
- SEC CIK
- 0001046025
- EIN
- 91-1857900
Board of directors
-
Ann Watson · DirectorSince 2023
-
Anthony Pickering · DirectorSince 2023
-
Brian Charneski · DirectorSince 2023
-
Brian L. Vance · DirectorSince 2023
-
Deborah J. Gavin · DirectorSince 2023
-
Eric Kayen Chan · DirectorSince 2023
-
Frederick B. Rivera · DirectorSince 2023
-
Gail B. Giacobbe · DirectorSince 2023
-
Jeffrey J. Deuel · Director · CEOSince 2023
-
Jeffrey S. Lyon · DirectorSince 2023
-
John A. Clees · DirectorSince 2023
-
Karen R. Saunders · DirectorSince 2025
-
Kimberly T. Ellwanger · DirectorSince 2023
-
Scott Tanton Allan · DirectorSince 2026
-
Trevor D. Dryer · DirectorSince 2023
Chief executives
Jeffrey J. Deuel
· CEO
Dates unknown
Director election results
Annual meeting of May 7, 2026. Support is votes for as a share of votes for and against (or withheld). Below 80% is a clear protest.
-
98.7%
-
98.7%
-
99.1%
-
99.1%
-
99.2%
-
99.2%
-
99.9%
-
99.9%
-
99.9%
-
100.0%
Insider trades
All notable trades →From SEC Forms 4 and 5. Open-market purchases and sales are highlighted; grants, option exercises and shares withheld for tax are routine.
- Bought, last 12 months
- $426,446
- 1 purchase by 1 insider
- Sold, last 12 months
- $1,542,148
- 12 sales by 8 insiders
| Date | Insider | Transaction | Shares | Price | Value |
|---|---|---|---|---|---|
| Sep 15, 2026 | Frederick B. Rivera Director | Open-market sale | −1,300 | $28.57 | $37,135 |
| Sep 3, 2026 | Brian Charneski Director | Open-market sale | −13,675 | $29.18 | $399,091 |
| Aug 13, 2026 | Ray Matthew T. Officer (EVP Chief Lending Officer) | Open-market sale | −3,692 | $30.10 | $111,129 |
| Aug 5, 2026 | Chalfant Tony Officer (EVP Chief Credit Officer) | Open-market sale | −3,234 | $29.92 | $96,751 |
| Aug 5, 2026 | Jeffrey S. Lyon Director | Open-market sale | −10,000 | $30.00 | $300,000 |
| Jul 30, 2026 | Wilson Kelli Ann Officer (EVP Chief Banking Officer) | Open-market sale | −3,778 | $29.69 | $112,178 |
| Jul 17, 2026 | Glasby William Officer (EVP Chief Information Officer) | Option exercise | +265 | $30.52 | $8,088 |
| Jul 17, 2026 | Glasby William Officer (EVP Chief Information Officer) | Option exercise | +265 | $30.52 | $8,088 |
| Jul 17, 2026 | Glasby William Officer (EVP Chief Information Officer) | Option exercise | +264 | $30.52 | $8,057 |
| Jul 17, 2026 | Glasby William Officer (EVP Chief Information Officer) | Option exercise | +264 | $30.52 | $8,057 |
| Jul 17, 2026 | Glasby William Officer (EVP Chief Information Officer) | Option exercise | +302 | $30.52 | $9,217 |
| Jul 17, 2026 | Glasby William Officer (EVP Chief Information Officer) | Option exercise | +301 | $30.52 | $9,187 |
| Jul 17, 2026 | Glasby William Officer (EVP Chief Information Officer) | Option exercise | +301 | $30.52 | $9,187 |
| Jul 17, 2026 | Glasby William Officer (EVP Chief Information Officer) | Option exercise | +301 | $30.52 | $9,187 |
| Jul 17, 2026 | Glasby William Officer (EVP Chief Information Officer) | Option exercise | +1,824 | $30.52 | $55,668 |
Reviews (0)
Sign in to write a review.
No reviews yet. Be the first to write one.