Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Heritage Financial Corp /wa/ (HFWA) since 2015 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Heritage Financial Corp /wa/. (See page 1 of this report.) Table 2 shows the detailed insider transactions. This company's CIK number is 1046025.
Total stock buying since 2015: $579,805.
Total stock sales since 2015: $6,085,825.
Total stock option exercises since 2015: $9,242,681.
| Insider Buying | Insider Sales | Option Exercises | ||||
|---|---|---|---|---|---|---|
| Year | Shares | Value | Shares | Value | Shares | Value |
| 2025 | 0 | $0 | 15,311 | $369,141 | 86,431 | $2,032,246 |
| 2024 | 0 | $0 | 2,975 | $78,837 | 67,993 | $1,242,792 |
| 2023 | 12,450 | $205,246 | 0 | $0 | 62,208 | $1,293,519 |
| 2022 | 0 | $0 | 15,811 | $483,242 | 46,334 | $1,175,872 |
| 2021 | 0 | $0 | 20,780 | $597,978 | 43,843 | $1,146,569 |
| 2020 | 11,716 | $223,402 | 4,516 | $107,422 | 51,018 | $950,200 |
| 2019 | 0 | $0 | 39,700 | $1,171,996 | 24,025 | $429,749 |
| 2018 | 0 | $0 | 30,111 | $1,052,809 | 18,400 | $491,896 |
| 2017 | 0 | $0 | 44,225 | $1,248,822 | 0 | $0 |
| 2016 | 7,925 | $139,418 | 32,484 | $616,442 | 20,927 | $303,784 |
| 2015 | 722 | $11,739 | 20,066 | $359,136 | 14,802 | $176,054 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2020-05-04 | Ellwanger Kimberly T | Option Ex | 1,291 | 19.40 | 25,045 |
| 2020-05-04 | Pickering Anthony | Option Ex | 1,291 | 19.40 | 25,045 |
| 2020-05-04 | Vance Brian L | Option Ex | 2,503 | 19.40 | 48,558 |
| 2020-05-04 | Lyon Jeffrey S | Option Ex | 1,291 | 19.40 | 25,045 |
| 2020-05-04 | Clees John A | Option Ex | 1,291 | 19.40 | 25,045 |
| 2020-05-04 | Charneski Brian | Option Ex | 1,291 | 19.40 | 25,045 |
| 2020-03-16 | Glasby William (EVP Chief Techonology Officer) | Option Ex | 918 | 21.54 | 19,773 |
| 2020-03-16 | Henning Thomas J (EVP Chief Risk Officer) | Option Ex | 1,535 | 21.54 | 33,063 |
| 2020-03-16 | Robison Sabrina C (SVP Human Resources Director) | Option Ex | 1,386 | 21.54 | 29,854 |
| 2020-03-16 | Huntley Cindy M (EVP Director of Retail Banking) | Option Ex | 1,866 | 21.54 | 40,193 |
| 2020-03-16 | Mcdonald Bryan (EVP and COO) | Option Ex | 3,536 | 21.54 | 76,165 |
| 2020-03-16 | Spurling David A (Chief Credit Officer) | Option Ex | 3,226 | 21.54 | 69,488 |
| 2020-03-16 | Deuel Jeffrey J (President & CEO) | Option Ex | 5,068 | 21.54 | 109,164 |
| 2020-03-16 | Hinson Donald (EVPand Chief Financial Officer) | Option Ex | 3,270 | .00 | 0 |
| 2020-03-16 | Vance Brian L | Option Ex | 11,215 | 21.54 | 241,571 |
| 2020-03-12 | Charneski Brian | Buy | 3,325 | 18.42 | 61,259 |
| 2020-03-05 | Lyon Jeffrey S | Buy | 2,000 | 23.38 | 46,760 |
| 2020-02-05 | Spurling David A (Chief Credit Officer) | Option Ex | 1,587 | 14.77 | 23,439 |
| 2020-01-27 | Robison Sabrina C (SVP Human Resources Director) | Option Ex | 2,270 | 14.77 | 33,527 |
| 2019-12-06 | Hinson Donald (EVPand Chief Financial Officer) | Sale | 2,304 | 27.48 | 63,307 |
| 2019-12-04 | Spurling David A (Chief Credit Officer) | Sale | 8,661 | 27.47 | 237,883 |
| 2019-09-16 | Glasby William (EVP Chief Techonology Officer) | Option Ex | 112 | .00 | 0 |
| 2019-09-11 | Mcdonald Bryan (EVP and COO) | Sale | 4,000 | 26.67 | 106,680 |
| 2019-09-10 | Vance Brian L | Sale | 2,274 | 26.82 | 60,979 |
| 2019-06-14 | Banner Lisa (EVP Director Shared Services) | Sale | 976 | 29.25 | 28,548 |
| 2019-05-23 | Hinson Donald (EVPand Chief Financial Officer) | Option Ex | 1,330 | 14.77 | 19,644 |
| 2019-05-01 | Dennis Stephen | Option Ex | 968 | .00 | 0 |
| 2019-05-01 | Gavin Deborah J | Option Ex | 968 | .00 | 0 |
| 2019-05-01 | Watson Ann | Option Ex | 968 | .00 | 0 |
| 2019-05-01 | Miller Gragg E | Option Ex | 968 | .00 | 0 |
| 2019-05-01 | Ellwanger Kimberly T | Option Ex | 968 | .00 | 0 |
| 2019-05-01 | Pickering Anthony | Option Ex | 968 | .00 | 0 |
| 2019-05-01 | Lyon Jeffrey S | Option Ex | 968 | .00 | 0 |
| 2019-05-01 | Clees John A | Option Ex | 968 | .00 | 0 |
| 2019-05-01 | Charneski Brian | Option Ex | 968 | .00 | 0 |
| 2019-04-29 | Vance Brian L | Sale | 3,885 | 30.74 | 119,421 |
| 2019-03-15 | Glasby William (EVP Chief Techonology Officer) | Option Ex | 449 | 31.36 | 14,080 |
| 2019-03-15 | Henning Thomas J (EVP Chief Risk Officer) | Option Ex | 1,017 | 31.36 | 31,893 |
| 2019-03-15 | Robison Sabrina C (SVP Human Resources Director) | Option Ex | 920 | 31.36 | 28,851 |
| 2019-03-15 | Banner Lisa (EVP Director Shared Services) | Option Ex | 1,113 | 31.36 | 34,903 |
| 2019-03-15 | Huntley Cindy M (EVP Director of Retail Banking) | Option Ex | 1,113 | 31.36 | 34,903 |
| 2019-03-15 | Mcdonald Bryan (EVP and COO) | Option Ex | 1,065 | 31.36 | 33,398 |
| 2019-03-15 | Spurling David A (Chief Credit Officer) | Option Ex | 984 | 31.36 | 30,858 |
| 2019-03-15 | Deuel Jeffrey J (President) | Option Ex | 1,530 | 31.36 | 47,980 |
| 2019-03-15 | Hinson Donald (EVPand Chief Financial Officer) | Option Ex | 988 | 31.36 | 30,983 |
| 2019-03-15 | Vance Brian L | Sale | 12,705 | 31.53 | 400,588 |
| 2019-03-15 | Vance Brian L | Option Ex | 3,192 | 31.36 | 100,101 |
| 2019-03-14 | Vance Brian L | Sale | 916 | 31.48 | 28,835 |
| 2019-02-06 | Spurling David A (Chief Credit Officer) | Sale | 711 | 31.62 | 22,483 |
| 2019-02-06 | Spurling David A (Chief Credit Officer) | Option Ex | 1,500 | 14.77 | 22,155 |
| 2019-02-06 | Hinson Donald (EVPand Chief Financial Officer) | Sale | 3,268 | 31.60 | 103,272 |
| 2018-11-28 | Vance Brian L | Sale | 5,000 | 34.74 | 173,715 |
| 2018-11-27 | Vance Brian L | Sale | 5,000 | 34.44 | 172,215 |
| 2018-11-26 | Vance Brian L | Sale | 5,000 | 34.49 | 172,445 |
| 2018-11-15 | Banner Lisa (EVP Director Shared Services) | Sale | 1,326 | 33.44 | 44,346 |
| 2018-11-01 | Hinson Donald (EVPand Chief Financial Officer) | Option Ex | 1,000 | 14.77 | 14,770 |
| 2018-09-17 | Glasby William (EVP Chief Techonology Officer) | Option Ex | 113 | .00 | 0 |
| 2018-09-05 | Spurling David A (Chief Credit Officer) | Sale | 615 | 36.65 | 22,539 |
| 2018-09-05 | Spurling David A (Chief Credit Officer) | Option Ex | 1,500 | 14.77 | 22,155 |
| 2018-08-27 | Clees John A | Sale | 1,000 | 36.26 | 36,258 |
| 2018-08-03 | Hinson Donald (EVPand Chief Financial Officer) | Option Ex | 2,000 | 14.77 | 29,540 |
| 2018-07-27 | Hinson Donald (EVPand Chief Financial Officer) | Sale | 1,316 | 36.11 | 47,524 |
| 2018-07-27 | Vance Brian L | Sale | 6,734 | 36.29 | 244,349 |
| 2018-07-27 | Charneski Brian | Sale | 2,620 | 36.12 | 94,637 |
| 2018-05-01 | Gavin Deborah J | Option Ex | 1,167 | 30.15 | 35,185 |
| 2018-05-01 | Watson Ann | Option Ex | 1,167 | 30.15 | 35,185 |
| 2018-05-01 | Ellwanger Kimberly T | Option Ex | 1,167 | 30.15 | 35,185 |
| 2018-05-01 | Pickering Anthony | Option Ex | 1,167 | 30.15 | 35,185 |
| 2018-05-01 | Lyon Jeffrey S | Option Ex | 1,167 | 30.15 | 35,185 |
| 2018-05-01 | Clees John A | Option Ex | 1,167 | 30.15 | 35,185 |
| 2018-05-01 | Charneski Brian | Option Ex | 1,167 | 30.15 | 35,185 |
| 2018-04-30 | Spurling David A (Chief Credit Officer) | Sale | 1,500 | 29.85 | 44,781 |
| 2018-03-15 | Robison Sabrina C (SVP Human Resources Director) | Option Ex | 459 | 31.90 | 14,642 |
| 2018-03-15 | Banner Lisa (EVP Director Shared Services) | Option Ex | 549 | 31.90 | 17,513 |
| 2018-03-15 | Huntley Cindy M (EVP Director of Retail Banking) | Option Ex | 550 | 31.90 | 17,545 |
| 2018-03-15 | Mcdonald Bryan (EVP and CLO) | Option Ex | 544 | 31.90 | 17,353 |
| 2018-03-15 | Spurling David A (Chief Credit Officer) | Option Ex | 524 | 31.90 | 16,715 |
| 2018-03-15 | Deuel Jeffrey J (Executive Vice President) | Option Ex | 765 | 31.80 | 24,327 |
| 2018-03-15 | Hinson Donald (EVPand Chief Financial Officer) | Option Ex | 527 | 31.90 | 16,811 |
| 2018-03-15 | Vance Brian L | Option Ex | 1,700 | 31.90 | 54,230 |
| 2017-12-06 | Charneski Brian | Sale | 2,000 | 31.78 | 63,560 |
| 2017-11-27 | Clees John A | Sale | 1,000 | 31.07 | 31,070 |
| 2017-11-14 | Clees John A | Sale | 1,000 | 30.00 | 30,005 |
| 2017-11-07 | Hinson Donald (EVPand Chief Financial Officer) | Sale | 1,000 | 31.22 | 31,218 |
| 2017-11-07 | Vance Brian L | Sale | 5,636 | 30.75 | 173,335 |
| 2017-10-30 | Pickering Anthony | Sale | 11,000 | 30.76 | 338,360 |
| 2017-08-18 | Banner Lisa (EVP Director Shared Services) | Sale | 527 | 26.19 | 13,802 |
| 2017-07-31 | Clees John A | Sale | 2,000 | 27.28 | 54,560 |
| 2017-05-02 | Vance Brian L | Sale | 8,562 | 25.80 | 220,899 |
| 2017-04-28 | Clees John A | Sale | 2,000 | 26.95 | 53,900 |
| 2017-03-17 | Crawford Mark D | Sale | 2,500 | 24.55 | 61,375 |
| 2017-02-17 | Spurling David A (Chief Credit Officer) | Sale | 2,000 | 25.32 | 50,638 |
| 2017-02-10 | Clees John A | Sale | 2,500 | 25.00 | 62,500 |
| 2017-01-30 | Clees John A | Sale | 2,500 | 25.44 | 63,600 |
| 2016-12-12 | Hinson Donald (EVPand Chief Financial Officer) | Sale | 439 | 24.91 | 10,933 |
| 2016-12-12 | Pickering Anthony | Option Ex | 1,864 | 15.12 | 28,183 |
| 2016-12-06 | Clees John A | Sale | 2,000 | 24.25 | 48,510 |
| 2016-11-17 | Clees John A | Sale | 2,000 | 21.93 | 43,854 |
| 2016-11-14 | Mcdonald Bryan (EVP and CLO) | Sale | 1,262 | 21.09 | 26,615 |
| 2016-11-14 | Mcdonald Bryan (EVP and CLO) | Option Ex | 1,262 | 15.12 | 19,081 |
| 2016-11-01 | Christensen Gary B | Buy | 1,000 | 18.41 | 18,412 |
| 2016-10-31 | Hinson Donald (EVPand Chief Financial Officer) | Option Ex | 1,000 | 11.35 | 11,350 |
| 2016-09-09 | Mcdonald Bryan (EVP and CLO) | Sale | 1,003 | 18.42 | 18,475 |
| 2016-09-08 | Mcdonald Bryan (EVP and CLO) | Sale | 4,283 | 18.41 | 78,828 |
| 2016-09-02 | Spurling David A (Chief Credit Officer) | Sale | 1,000 | 18.47 | 18,467 |
| 2016-08-19 | Clees John A | Sale | 3,000 | 18.09 | 54,273 |
| 2016-06-14 | Altom Rhoda L | Buy | 175 | 17.41 | 3,046 |
| 2016-05-31 | Deuel Jeffrey J (Executive Vice President) | Sale | 13,334 | 18.25 | 243,345 |
| 2016-05-31 | Deuel Jeffrey J (Executive Vice President) | Option Ex | 13,334 | 14.88 | 198,409 |
| 2016-05-09 | Gavin Deborah J | Buy | 4,000 | 17.10 | 68,400 |
| 2016-05-04 | Altom Rhoda L | Buy | 750 | 17.68 | 13,260 |
| 2016-04-27 | Christensen Gary B | Buy | 1,000 | 18.32 | 18,320 |
| 2016-04-25 | Spurling David A (Chief Credit Officer) | Sale | 1,996 | 17.83 | 35,588 |
| 2016-02-16 | Huntley Cindy M (SVP Director of Retail Banking) | Sale | 2,167 | 17.33 | 37,554 |
| 2016-02-16 | Huntley Cindy M (SVP Director of Retail Banking) | Option Ex | 2,167 | 14.77 | 32,006 |
| 2016-02-01 | Christensen Gary B | Buy | 1,000 | 17.98 | 17,980 |
| 2016-01-12 | Christensen Gary B | Option Ex | 1,300 | 11.35 | 14,755 |
| 2015-12-10 | Mcdonald Bryan (EVP and CLO) | Sale | 5,090 | 18.50 | 94,165 |
| 2015-12-07 | Mcdonald Bryan (EVP and CLO) | Sale | 210 | 19.00 | 3,990 |
| 2015-11-05 | Hinson Donald (EVPand Chief Financial Officer) | Sale | 1,000 | 19.20 | 19,205 |
| 2015-10-29 | Hinson Donald (EVPand Chief Financial Officer) | Option Ex | 1,000 | 11.35 | 11,350 |
| 2015-10-28 | Mcdonald Bryan (EVP and CLO) | Option Ex | 5,286 | 8.26 | 43,662 |
| 2015-09-11 | Clees John A | Sale | 1,000 | 18.20 | 18,200 |
| 2015-09-08 | Clees John A | Sale | 1,000 | 18.00 | 18,000 |
| 2015-08-28 | Huntley Cindy M (SVP Director of Retail Banking) | Option Ex | 150 | 14.77 | 2,215 |
| 2015-08-18 | Clees John A | Sale | 1,000 | 18.25 | 18,250 |
| 2015-08-14 | Deuel Jeffrey J (Executive Vice President) | Sale | 6,666 | 18.25 | 121,654 |
| 2015-08-14 | Deuel Jeffrey J (Executive Vice President) | Option Ex | 6,666 | 14.88 | 99,190 |
| 2015-07-31 | Huntley Cindy M (SVP Director of Retail Banking) | Sale | 100 | 17.81 | 1,780 |
| 2015-07-31 | Huntley Cindy M (SVP Director of Retail Banking) | Option Ex | 100 | 14.77 | 1,477 |
| 2015-03-10 | Altom Rhoda L | Buy | 169 | 16.25 | 2,746 |
| 2015-02-10 | Altom Rhoda L | Buy | 553 | 16.26 | 8,993 |
| 2015-02-10 | Spurling David A (Chief Credit Officer) | Option Ex | 1,600 | 11.35 | 18,160 |
| 2015-02-03 | Clees John A | Sale | 2,000 | 16.10 | 32,192 |
| 2015-02-02 | Clees John A | Sale | 2,000 | 15.85 | 31,700 |
Insider trading activities including stock purchases, stock sales, and option exercises of HFWA listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Heritage Financial Corp /wa/ (symbol HFWA, CIK number 1046025) see the Securities and Exchange Commission (SEC) website.