Heritage Financial Corp. is a bank holding company, which engages in the business of planning, directing, and coordinating the business activities of wholly owned subsidiary, Heritage Bank. It operates through the following loan portfolio segments: Commercial Business, Residential Real Estate, Real Estate Construction and Land Development, and Consumer. The Commercial Business segment focuses on the identified cash flows of the borrower and secondarily on the underlying collateral provided by the borrower. The Residential Real Estate segment includes secured by one-to-four family residences located in its primary market areas. The Real Estate Construction and Land Development segment offers construction loans for residential and for commercial and multifamily properties. The Consumer segment provides consumer loans and lines of credit that are both secured and unsecured. The company was founded on August 28, 1997 and is headquartered in Olympia, WA. |
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Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
Chalfant Tony | Officer | Nov 07 '24 | Proposed Sale | 23.91 | 2,975 | 71,132 | | Nov 07 06:15 PM | Chalfant Tony | EVP Chief Credit Officer | Nov 07 '24 | Sale | 26.50 | 2,975 | 78,838 | 20,119 | Nov 07 04:14 PM | Chalfant Tony | EVP Chief Credit Officer | Jun 15 '24 | Option Exercise | 16.68 | 1,315 | 21,934 | 23,212 | Jun 18 12:55 PM | Wilson Kelli Ann | EVP Chief Banking Officer | Jun 15 '24 | Option Exercise | 16.68 | 526 | 8,774 | 2,985 | Jun 18 12:55 PM | Curran Amy E. | EVP Director Commercial Lend | Jun 15 '24 | Option Exercise | 16.68 | 1,102 | 18,381 | 20,825 | Jun 18 12:55 PM | Watson Ann | Director | May 01 '24 | Option Exercise | 18.26 | 3,023 | 55,200 | 20,975 | May 02 05:28 PM | Ellwanger Kimberly T | Director | May 01 '24 | Option Exercise | 18.26 | 3,023 | 55,200 | 29,891 | May 02 05:28 PM | Giacobbe Gail B. | Director | May 01 '24 | Option Exercise | 18.26 | 3,023 | 55,200 | 4,831 | May 02 05:28 PM | VANCE BRIAN L | Director | May 01 '24 | Option Exercise | 18.26 | 3,023 | 55,200 | 97,196 | May 02 05:28 PM | CHARNESKI BRIAN | Director | May 01 '24 | Option Exercise | 18.26 | 3,023 | 55,200 | 39,563 | May 02 05:27 PM | Rivera Frederick B | Director | May 01 '24 | Option Exercise | 18.26 | 3,023 | 55,200 | 7,844 | May 02 05:27 PM | Dryer Trevor D. | Director | May 01 '24 | Option Exercise | 18.26 | 3,023 | 55,200 | 4,831 | May 02 05:27 PM | LYON JEFFREY S | Director | May 01 '24 | Option Exercise | 18.26 | 3,023 | 55,200 | 45,573 | May 02 05:26 PM | Gavin Deborah J | Director | May 01 '24 | Option Exercise | 18.26 | 3,023 | 55,200 | 21,069 | May 02 05:26 PM | McDonald Bryan | President and COO | Mar 15 '24 | Option Exercise | 18.38 | 3,950 | 72,601 | 26,705 | Mar 18 04:43 PM | Hinson Donald | EVPand Chief Financial Officer | Mar 15 '24 | Option Exercise | 18.38 | 2,975 | 54,680 | 42,224 | Mar 18 04:43 PM | Curran Amy E. | EVP Director Commercial Lend | Mar 15 '24 | Option Exercise | 18.38 | 3,469 | 63,760 | 20,402 | Mar 18 04:42 PM | Robison Sabrina C | EVP Chief HR Officer | Mar 15 '24 | Option Exercise | 18.38 | 2,760 | 50,729 | 27,673 | Mar 18 04:42 PM | Ray Matthew T. | EVP Chief Lending Officer | Mar 15 '24 | Option Exercise | 18.38 | 3,360 | 61,757 | 17,286 | Mar 18 04:42 PM | Chalfant Tony | EVP Chief Credit Officer | Mar 15 '24 | Option Exercise | 18.38 | 1,974 | 36,282 | 21,749 | Mar 18 04:42 PM | Wilson Kelli Ann | EVP Chief Banking Officer | Mar 15 '24 | Option Exercise | 18.38 | 1,743 | 32,036 | 2,880 | Mar 18 04:41 PM | Glasby William | EVP Chief Information Officer | Mar 15 '24 | Option Exercise | 18.38 | 3,385 | 62,216 | 10,051 | Mar 18 04:41 PM | Deuel Jeffrey J | CEO | Mar 15 '24 | Option Exercise | 18.38 | 9,682 | 177,955 | 69,615 | Mar 18 04:41 PM | Henning Thomas J | EVP Chief Risk Officer | Mar 15 '24 | Option Exercise | 18.38 | 3,537 | 65,010 | 10,519 | Mar 18 04:41 PM | Robison Sabrina C | EVP Chief HR Officer | Dec 15 '23 | Option Exercise | 21.56 | 247 | 5,325 | 24,965 | Dec 18 12:22 PM | Glasby William | EVP Chief Information Officer | Dec 15 '23 | Option Exercise | 21.56 | 265 | 5,713 | 6,715 | Dec 18 12:22 PM | Henning Thomas J | EVP Chief Risk Officer | Dec 15 '23 | Option Exercise | 21.56 | 495 | 10,672 | 7,087 | Dec 18 12:22 PM |
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