Dudediligence.

Heritage Financial Corporation

HFWANASDAQ · Savings Institutions, Not Federally Chartered
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Last 12 months

Sales planned on beside the trades reported on , and whether each names a .

Planned ·

$954,526

8 notices · 32,914 sh

Oct 2025 to Oct 2026

Reported ·

$1,542,101

12 sales · 1 buy · $426,446 bought

Oct 2025 to Sep 2026

The two figures cover different periods.

None of the 12 reported sales carry the 10b5-1 box. Together they are 0.13% of the shares on issue.

PLANNED · FORM 144Oct 2025 to Oct 2026REPORTED · FORM 4Oct 2025 to Sep 2026N2025DJ2026FMAMJJASO2026-08-06: Ray Matthew T., Form 1442026-08-05: TONY CHALFANT, Form 1442026-08-04: LYON JEFFREY S, Form 1442026-07-30: KELLI A WILSON, Form 1442026-06-09: DONALD HINSON, Form 1442026-02-11: TONY CHALFANT, Form 1442026-02-03: FREDERICK B RIVERA, Form 1442026-01-26: KELLI A WILSON, Form 1442025-11-20: McDonald Bryan, bought2026-01-26: Wilson Kelli Ann, sold2026-02-03: Rivera Frederick B, sold2026-02-11: Chalfant Tony, sold2026-05-01: Robison Sabrina C, sold2026-06-09: Hinson Donald, sold2026-07-30: Wilson Kelli Ann, sold2026-08-05: Chalfant Tony, sold2026-08-05: LYON JEFFREY S, sold2026-08-13: Ray Matthew T., sold2026-09-03: CHARNESKI BRIAN, sold2026-09-15: Rivera Frederick B, sold
under a no plan named▼ sale▲ buysize is dollars

Form 144 notices, newest first

2026-08-06Ray Matthew T., EVP Chief Lending Officer$109,763
3,692 shno plan date144 ↗
Form 4, 2026-08-13: sold 3,692 at $30.10 Form 4 ↗
2026-08-05TONY CHALFANT, EVP Chief Credit Officer$96,751
3,234 shno plan date144 ↗
Form 4, 2026-08-05: sold 3,234 at $29.92 Form 4 ↗
2026-08-04LYON JEFFREY S, Director$300,100
10,000 shno plan date144 ↗
Form 4, 2026-08-05: sold 10,000 at $30.00 Form 4 ↗
2026-07-30KELLI A WILSON, EVP Chief Banking Officer$112,178
3,778 shno plan date144 ↗
Form 4, 2026-07-30: sold 3,778 at $29.69 Form 4 ↗
2026-06-09DONALD HINSON, EVPand Chief Financial Officer$109,013
3,842 shno plan date144 ↗
Form 4, 2026-06-10: sold 3,842 at $28.37 Form 4 ↗
2026-02-11TONY CHALFANT, EVP Chief Credit Officer$129,065
4,668 shno plan date144 ↗
Form 4, 2026-02-11: sold 4,668 at $27.65 Form 4 ↗
2026-02-03FREDERICK B RIVERA, Director$47,350
1,800 shno plan date144 ↗
Form 4, 2026-02-03: sold 1,800 at $26.31 Form 4 ↗
2026-01-26KELLI A WILSON, EVP Chief Banking Officer$50,307
1,900 shno plan date144 ↗
Form 4, 2026-01-26: sold 1,900 at $26.48 Form 4 ↗