Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to 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, business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans focuses on real estate related industries and businesses in agricultural, healthcare, legal, and other professions. The company also originates loans that are guaranteed by the U.S. Small Business Administration; and offers trust services through trust powers, as well as objective advice. As of June 30, 2020, the company had a network of 62 branches 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. |
Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Chalfant Tony | EVP Chief Credit Officer | Jan 15 | Option Exercise | 0.00 | 701 | 0 | 17,912 | Jan 15 06:12 PM | Huntley Cindy M | EVP Director of Retail Banking | Dec 15 | Option Exercise | 0.00 | 331 | 0 | 19,374 | Dec 15 06:26 PM | Glasby William | EVP Chief Techonology Officer | Dec 15 | Option Exercise | 0.00 | 265 | 0 | 1,546 | Dec 15 06:27 PM | VANCE BRIAN L | Director | Nov 11 | Sale | 23.79 | 4,516 | 107,423 | 104,564 | Nov 12 01:58 PM | Gahler Steven A | EVP Chief Marketing Officer | Sep 15 | Option Exercise | 0.00 | 311 | 0 | 311 | Sep 15 06:15 PM | Glasby William | EVP Chief Techonology Officer | Sep 15 | Option Exercise | 0.00 | 112 | 0 | 1,298 | Sep 15 06:16 PM | MILLER GRAGG E | Director | May 14 | Buy | 15.38 | 1,000 | 15,380 | 21,246 | May 14 05:21 PM | Deuel Jeffrey J | President & CEO | May 08 | Buy | 18.55 | 5,391 | 100,002 | 39,351 | May 11 01:05 PM | CLEES JOHN A | Director | May 04 | Option Exercise | 19.40 | 1,291 | 25,045 | 47,468 | May 05 05:25 PM | CHARNESKI BRIAN | Director | May 04 | Option Exercise | 19.40 | 1,291 | 25,045 | 30,028 | May 05 05:24 PM | MILLER GRAGG E | Director | May 04 | Option Exercise | 19.40 | 1,291 | 25,045 | 20,246 | May 05 05:25 PM | PICKERING ANTHONY | Director | May 04 | Option Exercise | 19.40 | 1,291 | 25,045 | 51,511 | May 05 05:25 PM | Ellwanger Kimberly T | Director | May 04 | Option Exercise | 19.40 | 1,291 | 25,045 | 21,653 | May 05 05:23 PM | VANCE BRIAN L | Director | May 04 | Option Exercise | 19.40 | 2,503 | 48,558 | 109,623 | May 05 05:24 PM | Dennis Stephen | Director | May 04 | Option Exercise | 19.40 | 1,291 | 25,045 | 32,113 | May 05 05:24 PM | Watson Ann | Director | May 04 | Option Exercise | 19.40 | 1,291 | 25,045 | 12,440 | May 05 05:22 PM | LYON JEFFREY S | Director | May 04 | Option Exercise | 19.40 | 1,291 | 25,045 | 35,288 | May 05 05:22 PM | Gavin Deborah J | Director | May 04 | Option Exercise | 19.40 | 1,291 | 25,045 | 12,534 | May 05 05:23 PM | Henning Thomas J | EVP Chief Risk Officer | Mar 16 | Option Exercise | 21.54 | 1,535 | 33,064 | 2,543 | Mar 17 03:39 PM | Robison Sabrina C | SVP Human Resources Director | Mar 16 | Option Exercise | 21.54 | 1,386 | 29,854 | 21,416 | Mar 17 03:38 PM | Huntley Cindy M | EVP Director of Retail Banking | Mar 16 | Option Exercise | 21.54 | 1,866 | 40,194 | 19,397 | Mar 17 03:38 PM | Glasby William | EVP Chief Techonology Officer | Mar 16 | Option Exercise | 21.54 | 918 | 19,774 | 1,421 | Mar 17 03:38 PM | Deuel Jeffrey J | President & CEO | Mar 16 | Option Exercise | 21.54 | 5,068 | 109,165 | 34,987 | Mar 17 03:37 PM | McDonald Bryan | EVP and COO | Mar 16 | Option Exercise | 21.54 | 3,536 | 76,165 | 14,413 | Mar 17 03:37 PM | Spurling David A | Chief Credit Officer | Mar 16 | Option Exercise | 21.54 | 3,226 | 69,488 | 24,882 | Mar 17 03:37 PM | Hinson Donald | EVPand Chief Financial Officer | Mar 16 | Option Exercise | 0.00 | 3,270 | 0 | 32,889 | Mar 17 03:36 PM | VANCE BRIAN L | Director | Mar 16 | Option Exercise | 21.54 | 11,215 | 241,571 | 109,402 | Mar 17 03:36 PM | CHARNESKI BRIAN | Director | Mar 12 | Buy | 18.42 | 3,325 | 61,259 | 14,000 | Mar 13 01:32 PM | LYON JEFFREY S | Director | Mar 05 | Buy | 23.38 | 2,000 | 46,760 | 33,997 | Mar 06 12:15 PM | Spurling David A | Chief Credit Officer | Feb 05 | Option Exercise | 14.77 | 1,587 | 23,440 | 21,886 | Feb 05 06:29 PM | Robison Sabrina C | SVP Human Resources Director | Jan 27 | Option Exercise | 14.77 | 2,270 | 33,528 | 20,184 | Jan 28 01:57 PM |
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