Heritage Financial Corporation
Organization details
- Legal name
- Heritage Financial Corporation
- Ownership
- Public
- Status
- Active
- Sector (GICS)
- Financials
- 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
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
- $1,542,101
- 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 | $37,141 |
| Sep 3, 2026 | Brian Charneski Director | Open-market sale | −13,675 | $29.18 | $399,037 |
| 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 | $96,761 |
| 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 | $112,169 |
| 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 |
Peers
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Questions about Heritage Financial Corporation
Who is the CEO of Heritage Financial Corporation?
Jeffrey J. Deuel is Heritage Financial Corporation's CEO.
How many directors are on Heritage Financial Corporation's board?
Heritage Financial Corporation's board has 15 directors: Ann Watson, Anthony Pickering, Brian Charneski, Brian L. Vance, Deborah J. Gavin, Eric Kayen Chan, Frederick B. Rivera, Gail B. Giacobbe, Jeffrey J. Deuel, Jeffrey S. Lyon and 5 others.
Are Heritage Financial Corporation insiders buying or selling shares?
Over the last 12 months, Heritage Financial Corporation insiders bought $426,446 of shares in 1 purchase and sold $1.5 million of shares in 12 sales on the open market, as reported to the SEC on Forms 4 and 5.
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