$26.69
-2.7%Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. Its loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. The company also originates loans that are guaranteed by the U.S. Small Business Administration; and offers trust services, as well as objective advice. As of January 27, 2022, it had a network of 49 banking offices located in Washington and Oregon. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.
Advisory to the Chief Executive Officer
Compensation
$1,204,239
Chief Executive Officer, President & Director
Compensation
$797,831
Executive Vice President
Compensation
$373,233
Executive Vice President & Chief Credit Officer
Compensation
$555,062
Executive Vice President & Chief Financial Officer
Compensation
$639,821
Independent Chairman
Compensation
$122,500
Senior Vice President & Corporate Secretary
During the last 12 months, insiders have purchased $440K and sold $246K worth of HFWA shares, resulting in $193K of net buying activity.
0
0.00
716
19.70K
-20K
-$20K
0
0.00
8.4K
226.72K
-227K
-$227K
19.1K
426.44K
0
0.00
+426K
+$426K
576
13.11K
0
0.00
+13K
+$13K
Mcdonald Bryan
Officer: President
$426K
Curran Amy E.
Officer: Evp Director Commercial Lend
$13K
Chalfant Tony
Officer: Evp Chief Credit Officer
$129K
Wilson Kelli Ann
Officer: Evp Chief Banking Officer
$50K
Rivera Frederick B
Director
$47K
Robison Sabrina C
Officer: Evp Chief Hr Officer
$20K
Moderately bullish with $193K net buying. Insiders show cautious optimism through measured share purchases.
Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
4 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.
HFWA - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2026 N/A | March 20, 2026 | March 20, 2026 | 2026 | |
DEF 14A DEF 14A 2025 N/A | March 21, 2025 | March 21, 2025 | 2025 | |
DEF 14A DEF 14A 2024 N/A | March 22, 2024 | March 22, 2024 | 2024 | |
DEF 14A DEF 14A N/A | March 22, 2023 | March 22, 2023 | ||
DEF 14A DEF 14A 2022 N/A | March 18, 2022 | March 18, 2022 | 2022 | |
DEF 14A DEF 14A 2021 N/A | March 19, 2021 | May 04, 2021 | 2021 | |
DEF 14A DEF 14A 2020 N/A | March 19, 2020 | March 19, 2020 | 2020 | |
DEF 14A DEF 14A 2019 N/A | March 21, 2019 | March 21, 2019 | 2019 | |
DEF 14A DEF 14A 2018 N/A | March 22, 2018 | March 22, 2018 | 2018 | |
DEF 14A DEF 14A 2017 N/A | March 23, 2017 | March 23, 2017 | 2017 |
Snapshot
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Value Model
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Statements
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Earnings Call
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Dividends
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Analyst Expectations
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