HFWA
Heritage Financial Corp
$509K
Trend acceleration
Discretionary Insider Activity
Date:
07/30/2026
Insiders:
Wilson Kelli Ann, EVP Chief Banking Officer, and 2 others
Prior trend:
6 months of insider selling

Summary

The selling trend acceleration for Heritage Financial Corp (HFWA) on 07/30/2026 with a $509K sell after 6 months of insider selling.

Reports

Action Amount Date Insider Role(s) SEC Filing No
Sell $112K 07/30/2026 Wilson Kelli Ann EVP Chief Banking Officer 0001628280-26-051140
Sell $97K 08/05/2026 Chalfant Tony EVP Chief Credit Officer 0001628280-26-053596
Sell $300K 08/05/2026 LYON JEFFREY S Director 0001628280-26-053598

Stake Changes

Action Insider Role(s) Total Change % Change
Sell Wilson Kelli Ann EVP Chief Banking Officer $112K 54.9%
Sell Chalfant Tony EVP Chief Credit Officer $97K 13.7%
Sell LYON JEFFREY S Director $300K 19.7%

Transactions

Action Amount Date Insider Security Type SEC Code
Sell $112K 07/30/2026 Wilson Kelli Ann Common Stock Discretionary Sale
Sell $97K 08/05/2026 Chalfant Tony Common Stock Discretionary Sale
Sell $300K 08/05/2026 LYON JEFFREY S Common Stock Discretionary Sale

Price Changes

Price at Scan Price at 30 Days 30 Day Change % Change Price at 1 Year 1 Year Change % Change
$29.65 – – – – – –

Stats

Prior max multiple:
3.4
Prior median multiple:
4.3

Metadata

Signal ID:
Bh3qqWeOYi2qvTxz
Scanned on:
08/05/2026
Status:
Current