Heritage Financial Corp /WA/

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Heritage Financial Corp /WA/
TickerHFWA
CIK #0001046025
CUSIP42722X106
SectorFinance - Savings Institutions, Not Federally Chartered
Address201 Fifth Avenue SW PO Box 1578, Olympia, WA 98501
Source [EDGAR]
CIK Filing 2011 - 2026
[0001046025] 10-K
[0001046025] 10-Q
[0001046025] 3
[0001046025] 4
[0001046025] 5
[0001046025] 8-K
[0001046025] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Capital Management LLC Heritage Financial Corp /WA/ [2026-04-30] 0.0
Victory Capital Management Inc Heritage Financial Corp /WA/ [2025-08-08] 0.0
Prudential Financial Inc Heritage Financial Corp /WA/ [2024-11-14] 5.2
Jennison Associates LLC Heritage Financial Corp /WA/ [2024-11-12] 5.1
Dimensional Fund Advisors LP Heritage Financial Corp /WA/ [2024-10-31] 5.9
AllianceBernstein LP Heritage Financial Corp /WA/ [2024-02-14] 5.7
Dimensional Fund Advisors LP Heritage Financial Corp /WA/ [2023-02-10] 5.8
Vanguard Group Inc Heritage Financial Corp /WA/ [2019-02-11] 5.47
Vanguard Group Inc Heritage Financial Corp /WA/ [2019-02-11] 5.47
Price T Rowe Associates Inc /MD/ Heritage Financial Corp /WA/ [2018-02-14] 9.0
Dimensional Fund Advisors LP Heritage Financial Corp /WA/ [2018-02-09] 6.15
NWQ Investment Management Company LLC Heritage Financial Corp /WA/ [2016-02-12] 5.92
Investment Counselors of Maryland LLC Heritage Financial Corp /WA/ [2015-02-10] 3.85
APG Asset Management US Inc Heritage Financial Corp /WA/ [2014-12-01] 5.4
Investment Counselors of Maryland LLC Heritage Financial Corp /WA/ [2014-02-12] 6.62
Forest Hill Capital LLC Heritage Financial Corp /WA/ [2013-02-14] 5.3
APG Asset Management US Inc Heritage Financial Corp /WA/ [2013-02-12] 4.6
APG Group Heritage Financial Corp /WA/ [2013-02-12] 4.6
APG Asset Management US Inc Heritage Financial Corp /WA/ [2012-08-03] 5.03
Woodmen of the World Life Insurance Society And/Or Omaha Woodmen Life Insurance Society Heritage Financial Corp /WA/ [2012-02-14] 5.01
BlackRock Inc Heritage Financial Corp /WA/ [2012-02-09] 5.61
Form 3/4/5 Filer 2011 - 2026
Heritage Financial Corp /WA/
Vance Brian L
Dryer Trevor D
Rivera Frederick B
Giacobbe Gail B
Watson Ann
Lyon Jeffrey S
Ellwanger Kimberly T
Allan Scott Tanton
Saunders Karen R
Charneski Brian
Curran Amy E
Chalfant Tony
Hinson Donald
Robison Sabrina C
Wilson Kelli Ann
Ray Matthew T
McDonald Bryan
Henning Thomas J
Glasby William
Bley Nicholas M
Deuel Jeffrey J
Gavin Deborah J
Chan Eric Kayen
Clees John A
Pickering Anthony
Hirman Cindy M
Miller Gragg E
Gahler Steven A
Dennis Stephen
Spurling David A
Banner Lisa
Severns Robert T
Crawford Mark D
Altom Rhoda L
Christensen Gary B
Brown David H
ENG Edward
Lien Jay T
Rhodes Donald V
Broadhead Michael
Jensen Daryl D
Weigand Philip S
Patjens Gregory
Fluetsch Peter
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Curran Amy E
Restricted Stock Units · derivative
2026-03-16 Option exercise 776 $24.89 19,315
Chalfant Tony
Common Stock
2026-03-16 Option exercise 176 $24.89 4,381
Glasby William
Common Stock
2026-03-16 Tax withheld 1,338 $24.89 33,303
Curran Amy E
Restricted Stock Units · derivative
2026-03-16 Option exercise 1,429 $24.89 35,568
Chalfant Tony
Common Stock
2026-03-16 Tax withheld 583 $24.89 14,511
Wilson Kelli Ann
Restricted Stock Units · derivative
2026-03-16 Option exercise 1,453 $24.89 36,165
Ray Matthew T
Restricted Stock Units · derivative
2026-03-16 Option exercise 662 $24.89 16,477
Henning Thomas J
Common Stock
2026-03-16 Option exercise 1,671 $24.89 41,591
Curran Amy E
Common Stock
2026-03-16 Option exercise 1,061 $24.89 26,408
Curran Amy E
Common Stock
2026-03-16 Option exercise 1,619 $24.89 40,297
Chalfant Tony
Restricted Stock Units · derivative
2026-03-16 Option exercise 992 $24.89 24,691
McDonald Bryan
Common Stock
2026-03-16 Option exercise 1,115 $24.89 27,752
Henning Thomas J
Common Stock
2026-03-16 Tax withheld 938 $24.89 23,347
Hinson Donald
Common Stock
2026-03-16 Option exercise 1,177 $24.89 29,296
Henning Thomas J
Common Stock
2026-03-16 Option exercise 1,475 $24.89 36,713
Ray Matthew T
Restricted Stock Units · derivative
2026-03-16 Option exercise 1,001 $24.89 24,915
McDonald Bryan
Restricted Stock Units · derivative
2026-03-16 Option exercise 1,743 $24.89 43,383
Ray Matthew T
Restricted Stock Units · derivative
2026-03-16 Option exercise 530 $24.89 13,192
Wilson Kelli Ann
Restricted Stock Units · derivative
2026-03-16 Option exercise 490 $24.89 12,196
Wilson Kelli Ann
Common Stock
2026-03-16 Option exercise 530 $24.89 13,192
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 184 32,791,518
2025-12-31 174 29,590,305
2025-09-30 171 29,233,421
2025-06-30 173 28,845,183
2025-03-31 180 28,399,317
2024-12-31 171 27,738,798
2024-09-30 166 27,734,764
2024-06-30 165 27,887,109
2024-03-31 147 29,647,661
2023-12-31 163 28,193,022
2023-09-30 157 27,432,157
2023-06-30 163 27,701,088
Form 13F Holdings
Firm Period DFND Voting Shares
Louisiana State Employees Retirement System [2026-06-30] SOLE 18,200 18,200
Alaska Retirement Management Board [2026-06-30] SOLE 18,131 18,131
Yousif Capital Management LLC [2026-06-30] SOLE 2,484 10,965
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 9,774 9,774
Sowell Financial Services LLC [2026-06-30] SOLE 6,805 6,805
Gamma Investing LLC [2026-06-30] DFND 6,519 6,519
CGC Financial Services LLC [2026-06-30] SOLE 0 6,159
Versant Capital Management Inc [2026-06-30] SOLE 706 706
First Horizon Corp [2026-06-30] DFND 395 395
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 332 332
Farther Finance Advisors LLC [2026-06-30] SOLE 0 161
Cedar Mountain Advisors LLC [2026-06-30] SOLE 0 79
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 67
Spire Wealth Management [2026-06-30] SOLE 0 38
Farmers & Merchants Investments Inc [2026-06-30] SOLE 23 23
Davis Capital Management [2026-06-30] SOLE 2 2
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