The company
Heritage Financial Corporation
HFWA · Nasdaq
HFWA stood above a rising 150-day average in 43 of the last 52 weekly readings, and has been out of that trend for the last 4 weeks. It is 1.6% below that average now. Banks — Regional & Community: 65% of its 291 stocks in an uptrend (−6 points in four weeks); Financials: 49% (−4 points in four weeks).
Statistics
- Rotation
- Setting up
- Weeks in an uptrend
- out for 4
- Industry in uptrend
- 65% -6 in 4 wk
- Insider buys, 12 months
- $426K
- Insider sales, 12 months
- $3.1M
- Officials’ trades on record
- 0
- Institutions holding
- 179 (+9)
In the rotation
Each square a week: lit when it closed above a rising 150-day average. 43 of 52 weeks.
Regional banks: Most of its stocks are in an uptrend and the share has been slipping. Financials: About half its stocks are in an uptrend and the share has been slipping.
Money in and out
Open-market buys above the line and sales below, in dollars.
Congress and officials
No member of Congress or official has disclosed a trade in it.
Insiders
| Who | Did | Shares | Traded |
|---|---|---|---|
| Frederick B. RiveraDirector | sold | 1,300at $28.57 | 15 Sep 2026filed 15 Sep 2026 |
| Brian CharneskiDirector | sold | 13,675at $29.18 | 3 Sep 2026filed 3 Sep 2026 |
| Matthew T. RayEVP Chief Lending Officer | sold | 3,692at $30.10 | 13 Aug 2026filed 13 Aug 2026 |
| Tony ChalfantEVP Chief Credit Officer | sold | 3,234at $29.92 | 5 Aug 2026filed 5 Aug 2026 |
| Jeffrey S. LyonDirector | sold | 10,000at $30.00 | 5 Aug 2026filed 5 Aug 2026 |
| Kelli Ann WilsonEVP Chief Banking Officer | sold | 3,778at $29.69 | 30 Jul 2026filed 30 Jul 2026 |
| Donald HinsonEVPand Chief Financial Officer | sold | 3,842at $28.37 | 9 Jun 2026filed 10 Jun 2026 |
| Sabrina C. RobisonEVP Chief HR Officer | sold | 716at $27.51 | 1 May 2026filed 4 May 2026 |
| Sabrina C. RobisonEVP Chief HR Officer | sold | 4,723.991at $27.61 | 1 May 2026filed 4 May 2026 |
| Tony ChalfantEVP Chief Credit Officer | sold | 4,668at $27.65 | 11 Feb 2026filed 11 Feb 2026 |
| Frederick B. RiveraDirector | sold | 1,800at $26.31 | 3 Feb 2026filed 3 Feb 2026 |
| Kelli Ann WilsonEVP Chief Banking Officer | sold | 1,900at $26.48 | 26 Jan 2026filed 26 Jan 2026 |
Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.
Institutions
Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc.added · filed 7 Aug 2026 | 5,811,114$172.1M | +249,332+4.5% |
| JENNISON ASSOCIATES LLCadded · filed 3 Aug 2026 | 3,538,159$104.8M | +324,686+10.1% |
| VICTORY CAPITAL MANAGEMENT INCreduced · filed 7 Aug 2026 | 2,360,915$69.9M | -108,400−4.4% |
| DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026 | 2,044,399$60.6M | +87,922+4.5% |
| STATE STREET CORPadded · filed 7 Aug 2026 | 1,982,257$58.7M | +185,732+10.3% |
| VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 2026 | 1,834,712$54.3M | -13,194−0.7% |
| ALLIANCEBERNSTEIN L.P.reduced · filed 14 Aug 2026 | 1,136,479$29.5M | -8,441−0.7% |
| GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026 | 1,103,769$32.7M | +168,967+18.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026 | 749,714$22.2M | +96,023+14.7% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C.reduced · filed 14 Aug 2026 | 689,010$20.4M | -9,894−1.4% |
News
No headline names it lately.
Everyone who traded it
Same industry
Government contracts
No federal award is tied to it.
From its SEC filings
Analyst forecasts
No analyst forecasts yet.