Heritage Financial
Runs Heritage Bank, lending to small and mid-sized businesses across Washington, Oregon, and Idaho.
$28.67
After-hours close+0.01 (+0.02%)
At close$28.67(+0.02%)
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Breakdown13F · Form 4
Institutions 84.82%34.96M sharesInsiders 1.51%622.2K sharesOther 13.67%5.64M shares
Shares outstanding 41.22M · Float 40.24M · 97.6% free float
Institutions13F, as of Jun 30, 2026
193 holders · 34.96M shares · 32 new positions · 100 increased · 56 reduced · 22 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.81M | 14.10% | +249.3K | Aug 7, 2026 |
| Jennison Associates LLC | 3.54M | 8.58% | +324.7K | Aug 3, 2026 |
| Victory Capital Management Inc | 2.36M | 5.73% | −108.4K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 2.04M | 4.96% | +87.9K | Aug 11, 2026 |
| State Street Corp | 1.98M | 4.81% | +185.7K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 1.83M | 4.45% | −13.2K | Aug 13, 2026 |
| AllianceBernstein L.P. | 1.14M | 2.76% | −8.4K | Aug 14, 2026 |
| Geode Capital Management, LLC | 1.10M | 2.68% | +169.0K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.30% | 5.46M | 13G | Apr 24, 2026 ↗ |
| Prudential Financial Inc | 8.30% | 2.82M | 13G | May 15, 2025 ↗ |
| Jennison Associates LLC | 7.80% | 3.21M | 13G | May 6, 2026 ↗ |
| Victory Capital Management, Inc. | 6.02% | 2.48M | 13G | May 11, 2026 ↗ |
| Vanguard Capital Management | 5.24% | 2.16M | 13G | Apr 30, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Brian L. Vance | director | 102.3K | 0.25% | May 4, 2026 |
| Jeffrey J. Deuel | director, officer: CEO | 73.0K | 0.18% | Mar 19, 2025 |
| Bryan McDonald | officer: President | 63.5K | 0.15% | Mar 18, 2026 |
| Brian Charneski | director | 44.7K | 0.11% | May 4, 2026 |
| Donald Hinson | officer: EVPand Chief Financial Officer | 41.2K | 0.10% | Jun 10, 2026 |
| Jeffrey S. Lyon | director | 40.7K | 0.10% | Aug 5, 2026 |
| Kimberly T. Ellwanger | director | 35.0K | 0.09% | May 4, 2026 |
| Sabrina C. Robison | officer: EVP Chief HR Officer | 32.9K | 0.08% | May 4, 2026 |
| Amy E. Curran | officer: EVP Director Commercial Lend | 30.0K | 0.07% | Jun 15, 2026 |
| Ann Watson | director | 26.1K | 0.06% | May 4, 2026 |
24 people have not refiled in the last 18 months (1.36M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 13, 2026 | Matthew T. Rayofficer: EVP Chief Lending Officer | Sale | 3,692 | $30.10 | 22,735 |
| Aug 5, 2026 | Tony Chalfantofficer: EVP Chief Credit Officer | Sale | 3,234 | $29.92 | 20,362 |
| Aug 5, 2026 | Jeffrey S. Lyondirector | Sale | 10,000 | $30.00 | 40,719 |
| Jul 30, 2026 | Kelli Ann Wilsonofficer: EVP Chief Banking Officer | Sale | 3,778 | $29.69 | 3,099 |
| Jun 9, 2026 | Donald Hinsonofficer: EVPand Chief Financial Officer | Sale | 3,842 | $28.37 | 41,241 |
| May 1, 2026 | Sabrina C. Robisonofficer: EVP Chief HR Officer | Sale · 2 lots | 5,440 | $27.60 | 32,931 |
| Feb 11, 2026 | Tony Chalfantofficer: EVP Chief Credit Officer | Sale | 4,668 | $27.65 | 19,870 |
| Feb 3, 2026 | Frederick B. Riveradirector | Sale | 1,800 | $26.31 | 4,972 |
| Jan 26, 2026 | Kelli Ann Wilsonofficer: EVP Chief Banking Officer | Sale | 1,900 | $26.48 | 3,778 |
| Nov 20, 2025 | Bryan McDonaldofficer: President | Purchase | 19,106 | $22.32 | 31,363 |
CongressHouse and Senate disclosures
Not reported.