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HFWA · Heritage Financial Corp

Financial Services · 0.0% on Oct 27

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Updated Oct 29 · 9 feeds behind: Congress trades, 13 days, and 8 more · Every feed →

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The market view

Price chart

The interactive HFWA chart (by TradingView) loads here.

Our take

None of our tested rules has picked HFWA yet.

The 0–100 score for HFWA
Members see one number for how strongly these rules agree on HFWA, and the day each rule fired. Better-tested rules count more, and so do different kinds of filings that point the same way.
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Compare with this company’s history

Is disclosure activity unusual?

See how many different insiders or members of Congress reported purchases or sales of HFWA. Each bar covers 28 days, by disclosure date. Several trades by one person count once in each group and period.

Latest period: Oct 2, 2026–Oct 29, 2026 · UTC dates · today is excluded

Insider purchases

Short history

Only 4 earlier periods are on file to compare with. We need at least 6 full periods before calling a count unusual.

Latest 28 days
0
Earlier median
0
Earlier range
0–0
Distinct filers per 28 daysScale: 0–1
Oct 31, 2025Oct 29, 2026
Earlier periodsLatest 28 daysEarlier median 0Limited or missing history

Who appears in the latest period?

No named filers on file for this period.

Up to three filers; one example disclosure each.

Inspect this period’s filings

The history behind this view

First stored company disclosure: Jun 10, 2026. Newest disclosure across this feed: Oct 27, 2026.

Earlier periods in the comparison: 4. Outlined periods are missing data, so they are left out of the comparison. The chart scale changes with the category.

Exact counts, dates and filings for all four categories
Insider purchases · Short history

Only 4 earlier periods are on file to compare with. We need at least 6 full periods before calling a count unusual. Earlier median: 0; range: 0–0.

Insider purchases: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 31, 2025–Nov 27, 2025—Unavailable
Nov 28, 2025–Dec 25, 2025—Unavailable
Dec 26, 2025–Jan 22, 2026—Unavailable
Jan 23, 2026–Feb 19, 2026—Unavailable
Feb 20, 2026–Mar 19, 2026—Unavailable
Mar 20, 2026–Apr 16, 2026—Unavailable
Apr 17, 2026–May 14, 2026—Unavailable
May 15, 2026–Jun 11, 20260Partial; excluded
Jun 12, 2026–Jul 9, 20260Within stored history
Jul 10, 2026–Aug 6, 20260Within stored history
Aug 7, 2026–Sep 3, 20260Within stored history
Sep 4, 2026–Oct 1, 20260Within stored history
Oct 2, 2026–Oct 29, 2026Latest period0Within stored history
Insider sales · Short history

Only 4 earlier periods are on file to compare with. We need at least 6 full periods before calling a count unusual. Earlier median: 1.5; range: 0–3.

Insider sales: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 31, 2025–Nov 27, 2025—Unavailable
Nov 28, 2025–Dec 25, 2025—Unavailable
Dec 26, 2025–Jan 22, 2026—Unavailable
Jan 23, 2026–Feb 19, 2026—Unavailable
Feb 20, 2026–Mar 19, 2026—Unavailable
Mar 20, 2026–Apr 16, 2026—Unavailable
Apr 17, 2026–May 14, 2026—Unavailable
May 15, 2026–Jun 11, 20261Partial; excluded
Jun 12, 2026–Jul 9, 20260Within stored history
Jul 10, 2026–Aug 6, 20263Within stored history
Aug 7, 2026–Sep 3, 20262Within stored history
Sep 4, 2026–Oct 1, 20261Within stored history
Oct 2, 2026–Oct 29, 2026Latest period0Within stored history
Congress purchases · Source needs an update

The feed’s newest disclosure is too old for a current comparison. Counts show only the records already stored. Earlier median: —; range: unavailable.

Congress purchases: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 31, 2025–Nov 27, 2025—Unavailable
Nov 28, 2025–Dec 25, 2025—Unavailable
Dec 26, 2025–Jan 22, 2026—Unavailable
Jan 23, 2026–Feb 19, 2026—Unavailable
Feb 20, 2026–Mar 19, 2026—Unavailable
Mar 20, 2026–Apr 16, 2026—Unavailable
Apr 17, 2026–May 14, 2026—Unavailable
May 15, 2026–Jun 11, 2026—Unavailable
Jun 12, 2026–Jul 9, 2026—Unavailable
Jul 10, 2026–Aug 6, 2026—Unavailable
Aug 7, 2026–Sep 3, 2026—Unavailable
Sep 4, 2026–Oct 1, 2026—Unavailable
Oct 2, 2026–Oct 29, 2026Latest period—Unavailable
Congress sales · Source needs an update

The feed’s newest disclosure is too old for a current comparison. Counts show only the records already stored. Earlier median: —; range: unavailable.

Congress sales: distinct filers in stored disclosures
Period and filingsFilersHistory
Oct 31, 2025–Nov 27, 2025—Unavailable
Nov 28, 2025–Dec 25, 2025—Unavailable
Dec 26, 2025–Jan 22, 2026—Unavailable
Jan 23, 2026–Feb 19, 2026—Unavailable
Feb 20, 2026–Mar 19, 2026—Unavailable
Mar 20, 2026–Apr 16, 2026—Unavailable
Apr 17, 2026–May 14, 2026—Unavailable
May 15, 2026–Jun 11, 2026—Unavailable
Jun 12, 2026–Jul 9, 2026—Unavailable
Jul 10, 2026–Aug 6, 2026—Unavailable
Aug 7, 2026–Sep 3, 2026—Unavailable
Sep 4, 2026–Oct 1, 2026—Unavailable
Oct 2, 2026–Oct 29, 2026Latest period—Unavailable
How to read this comparison

The median is the middle count in up to 12 earlier, non-overlapping 28-day periods; the range runs from the smallest to the largest count. The latest period is excluded from both. A comparison needs at least 6 earlier periods, including 3 with activity. The feed’s latest disclosure must be within 7 days of the current period’s end. This freshness check does not verify complete collection.

Insiders include individuals and reporting entities; only purchase and sale codes enter this view. Congress counts reporting members, including their disclosed family transactions. The same filer can appear in purchases and sales, so these categories should not be added into a net count.

These are stored disclosures, not a complete measure of trading. Reporting delays and collection gaps can change the comparison. More activity does not identify a motive or predict a stock’s return.

Company timeline

What has been happening?

May 1, 2026–Oct 27, 2026. Select a month in a category to inspect its records.

Company filings

Insiders

Owners & lobbying

All 18 records in this snapshot
  1. Filed
  2. Filed
  3. Filed
  4. Filed
  5. Filed
  6. Disclosed
    Frederick B Rivera · Sale

    Transaction dated Sep 15, 2026

  7. Disclosed
    Brian Charneski · Sale

    Transaction dated Sep 3, 2026

  8. Disclosed
    Matthew T. Ray · Sale

    Transaction dated Aug 13, 2026

  9. Filed
  10. Disclosed
    Jeffrey S Lyon · Sale

    Transaction dated Aug 5, 2026

  11. Filed
  12. Disclosed
    Tony Chalfant · Sale

    Transaction dated Aug 5, 2026

  13. Filed
  14. Disclosed
    Kelli Ann Wilson · Sale

    Transaction dated Jul 30, 2026

  15. Filed
  16. Filed
  17. Disclosed
    Donald Hinson · Sale

    Transaction dated Jun 9, 2026

  18. Filed

Month counts include every record on file. The lists show the newest records on this page. A dash means none on file that month. Trades use disclosure dates; contract dates follow the source record. Nearby events do not establish the cause of a price move.

Who's buying and selling · last 90 days

Congress

No Congress trades on HFWA disclosed in the last 90 days.

See every Congress trade on HFWA →

Company insiders

0 buys · 6 sells · $1.1M sold

  1. ▼ SELLFrederick B Rivera DirectorHFWA Heritage Financial Corp$37.1Kdisclosed Sep 15 · filed the same day
  2. ▼ SELLBrian Charneski DirectorHFWA Heritage Financial Corp$399Kdisclosed Sep 3 · filed the same day
  3. ▼ SELLMatthew T. Ray EVP Chief Lending OfficerHFWA Heritage Financial Corp$111Kdisclosed Aug 13 · filed the same day
  4. ▼ SELLTony Chalfant EVP Chief Credit OfficerHFWA Heritage Financial Corp$96.8Kdisclosed Aug 5 · filed the same day
  5. ▼ SELLJeffrey S Lyon DirectorHFWA Heritage Financial Corp$300Kdisclosed Aug 5 · filed the same day
  6. ▼ SELLKelli Ann Wilson EVP Chief Banking OfficerHFWA Heritage Financial Corp$112Kdisclosed Jul 30 · filed the same day
See every insider trade on HFWA →

Big holders (Schedule 13D / 13G): 1 filing in the last 90 days · newest: Dimensional Fund Advisors LP (13G), Oct 8, 2026 ↗

Filings & events

Company filings (8-K) 66

Events the company must report to the SEC within days — results, deals, departures, restatements.

What it files 8-Ks about

  • Shared information with investors · item 7.0114
  • Other events · item 8.0113
  • Quarterly or yearly results · item 2.0211
  • Shareholder vote results · item 5.073
  • Directors or officers joined, left or got new pay · item 5.023
  • Closed a purchase or sale of assets · item 2.011

Filing red flags 3

Warning signs in the company's own SEC filings — going-concern doubts, control weaknesses, staff comment letters, late filings, restatements, Wells notices, clinical holds, dividend cuts.

FDA and clinical trials 1

Drug approvals, recalls, clinical-trial updates and FDA advisory meetings.

Planned insider sales (Form 144) 12

Notices insiders file before they sell certain shares, such as ones they got straight from the company.

4 in the last 90 days · 12 notices on file

The notices on file don't give the sale's size; each sale shows up under company insiders once it is reported.

5% owners (13D / 13G) 3

Investors who reported owning 5% or more — 13D for owners who may push for changes, 13G for owners who just hold.

Push for changes, or just hold?

  • 13D, may push for changes: 0 filings
  • 13G, just holds: 3 filings

Filed by Dimensional Fund Advisors LP · Vanguard Capital Management LLC · Victory Capital Management Inc

Biggest named funds (13F)

The largest HFWA holdings among the well-known funds whose quarterly 13F filings we read — opens here.

Every disclosed trade on HFWA

  1. ▼ SELLFrederick B Rivera DirectorHFWA Heritage Financial Corp$37.1Kdisclosed Sep 15 · filed the same day
  2. ▼ SELLBrian Charneski DirectorHFWA Heritage Financial Corp$399Kdisclosed Sep 3 · filed the same day
  3. ▼ SELLMatthew T. Ray EVP Chief Lending OfficerHFWA Heritage Financial Corp$111Kdisclosed Aug 13 · filed the same day
  4. ▼ SELLTony Chalfant EVP Chief Credit OfficerHFWA Heritage Financial Corp$96.8Kdisclosed Aug 5 · filed the same day
  5. ▼ SELLJeffrey S Lyon DirectorHFWA Heritage Financial Corp$300Kdisclosed Aug 5 · filed the same day
  6. ▼ SELLKelli Ann Wilson EVP Chief Banking OfficerHFWA Heritage Financial Corp$112Kdisclosed Jul 30 · filed the same day
  7. ▼ SELLDonald Hinson EVPand Chief Financial OfficerHFWA Heritage Financial Corp$109Kdisclosed Jun 10 · filed 1 day after the trade
See the trades on HFWA in the feed →
People & votes

Which members of Congress traded HFWA, sponsored bills that touch it and voted on them — opens here.