A business in context

HFWA research notebook

Read the disclosures. Follow the relationships. Keep the dates in view.

Research JSON

Filing timeline

Download filings CSV

SEC submissions · retrieved 2026-10-22 · 8029 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-09-15 · 0001628280-26-062015

  2. 4 · Ownership change

    Report date 2026-09-03 · 0001628280-26-060287

  3. 4 · Ownership change

    Report date 2026-07-17 · 0001628280-26-056636

  4. 4 · Ownership change

    Report date 2026-08-13 · 0001628280-26-056558

  5. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001628280-26-054673

  6. 4 · Ownership change

    Report date 2026-08-05 · 0001628280-26-053598

  7. 4 · Ownership change

    Report date 2026-08-05 · 0001628280-26-053596

  8. 4 · Ownership change

    Report date 2026-07-30 · 0001628280-26-051140

  9. 8-K · Current report

    Report date 2026-07-23 · 0001628280-26-049439 · Items 2.02,7.01,8.01,9.01

  10. 4 · Ownership change

    Report date 2026-07-17 · 0001628280-26-048803

  11. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001628280-26-032682

  12. 8-K · Current report

    Report date 2026-05-07 · 0001628280-26-032612 · Items 5.07

  13. 8-K · Current report

    Report date 2026-04-23 · 0001628280-26-026904 · Items 2.02,7.01,8.01,9.01

  14. 8-K/A · Current report

    Report date 2026-02-02 · 0001628280-26-024654 · Items 9.01

  15. 8-K · Current report

    Report date 2026-03-20 · 0001628280-26-020261 · Items 8.01

  16. DEF 14A · Proxy statement

    Report date 2026-03-20 · 0001628280-26-019987

  17. 10-K · Annual report

    Report date 2025-12-31 · 0001628280-26-012703

  18. 8-K · Current report

    Report date 2026-01-31 · 0001628280-26-004511 · Items 2.01,7.01,9.01

  19. 8-K · Current report

    Report date 2026-01-22 · 0001628280-26-003035 · Items 2.02,7.01,9.01

  20. 8-K · Current report

    Report date 2026-01-21 · 0001628280-26-003011 · Items 5.07,9.01

  21. 8-K · Current report

    Report date 2026-01-16 · 0001628280-26-002388 · Items 8.01,9.01

  22. 8-K · Current report

    Report date 2025-12-29 · 0001628280-25-059089 · Items 8.01,9.01

  23. 8-K · Current report

    Report date 2025-12-19 · 0001628280-25-058123 · Items 5.02,9.01

  24. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001628280-25-050556

  25. 8-K · Current report

    Report date 2025-10-23 · 0001628280-25-046050 · Items 2.02,7.01,8.01,9.01

  26. 8-K · Current report

    Report date 2025-09-25 · 0001628280-25-042858 · Items 1.01,7.01,9.01

  27. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001046025-25-000146

  28. 8-K · Current report

    Report date 2025-07-24 · 0001046025-25-000144 · Items 2.02,7.01,8.01,9.01

  29. 8-K · Current report

    Report date 2025-05-05 · 0001046025-25-000106 · Items 5.02,5.07,7.01,9.01

  30. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001046025-25-000105

  31. 8-K · Current report

    Report date 2025-04-24 · 0001046025-25-000082 · Items 2.02,7.01,8.01,9.01

  32. DEF 14A · Proxy statement

    Report date 2025-03-21 · 0001046025-25-000077

  33. 10-K · Annual report

    Report date 2024-12-31 · 0001046025-25-000046

  34. 8-K · Current report

    Report date 2025-01-23 · 0001046025-25-000008 · Items 2.02,7.01,8.01,9.01

  35. 8-K · Current report

    Report date 2024-12-13 · 0001046025-24-000200 · Items 5.02,9.01

  36. SC 13G · Ownership disclosure

    0001137774-24-000274

  37. SC 13G · Ownership disclosure

    0000053417-24-000099

  38. 10-Q · Quarterly report

    Report date 2024-09-30 · 0001046025-24-000179

  39. SC 13G · Ownership disclosure

    0000354204-24-004733

  40. 8-K · Current report

    Report date 2024-10-24 · 0001046025-24-000175 · Items 2.02,7.01,8.01,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-10-15 · 2026 Q3: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 0 transaction rows0PSale: 6 transaction rows6SGrant / award: 0 transaction rows0AExercise / conversion: 28 transaction rows28MTax / exercise payment: 1 transaction rows1FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

35 matching transaction rows.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-09-15
2026-09-15
Rivera Frederick BS · Sale
Disposed
Common Stock1300.028.57
2026-09-03
2026-09-03
CHARNESKI BRIANS · Sale
Disposed
Common Stock13675.029.18
2026-08-13
2026-08-13
Ray Matthew T.S · Sale
Disposed
Common Stock3692.030.1
2026-08-05
2026-08-05
LYON JEFFREY SS · Sale
Disposed
Common Stock10000.030.0
2026-08-05
2026-08-05
Chalfant TonyS · Sale
Disposed
Common Stock3234.029.92
2026-07-30
2026-07-30
Wilson Kelli AnnS · Sale
Disposed
Common Stock3778.029.69
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock1846.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock1595.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock1846.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock1595.030.52
2026-07-17
2026-07-20
Glasby WilliamF · Tax / exercise payment
Disposed
Common Stock3379.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock265.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock265.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock264.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock264.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock302.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock301.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock301.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock301.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock1824.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Acquired
Common Stock1846.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
301.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
1846.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
1846.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
1595.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
1595.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
1824.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
302.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
301.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
1846.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
265.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
265.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
264.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
264.030.52
2026-07-17
2026-07-20
Glasby WilliamM · Exercise / conversion
Disposed
Restricted Stock Units
Derivative security
301.030.52

Identity & relationships

Wikidata structured data · retrieved 2026-10-15 · 1663 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001046025HERITAGE FINANCIAL CORP /WA/

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-10-15 · 1199 checked identities; 0 unavailable records

Search names and former names

    Revenue in constant purchasing power

    USD revenue expressed in 2026-09 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

    No USD annual revenue periods with complete CPI coverage are available. Non-USD statements are not converted with U.S. CPI.

    Bureau of Labor Statistics · retrieved 2026-10-22 · 9 selected series; gaps remain missing

    Explore the CPI history ↗