Heritage Financial (HFWA)
Heritage Financial on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on Nasdaq, classified by the SEC as savings institutions, not federally chartered.
3.2M
Short interest
settlement 2026-09-30
7.4
Days to cover
+0.6 days vs prior
77.3%
Short share of volume
2026-10-23
220
Fails to deliver
settlement 2026-09-30
Thu 21 Jan
Next earnings
estimated date
-$1.1M
Insider flow, 90 days
0 buys, 6 sells
As of 2026-10-23.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 30 September 2026, short interest in HFWA is 3,171,400 shares, up 134,376 shares over the last month. Over the last 48 readings it ranged from 367,660 shares (31 October 2024) to 3,171,400 shares (30 September 2026). The latest reading sits at the top of that range. At the reported average volume of 431K shares a day that is 7.4 days to cover.
Embed this chart.The embed keeps its attribution line.
<iframe src="https://xoomar.com/embed/stocks/hfwa" width="100%" height="440" style="border:0;max-width:100%" loading="lazy" title="XOOMAR chart"></iframe>
| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-09-30 | 3,171,400 | +4.7% | 431,074 | 7.36 |
| 2026-09-15 | 3,027,972 | -0.3% | 449,695 | 6.73 |
| 2026-08-31 | 3,037,024 | +14.5% | 259,130 | 11.72 |
| 2026-08-14 | 2,652,305 | -2.4% | 345,782 | 7.67 |
| 2026-07-31 | 2,716,550 | +5.0% | 526,134 | 5.16 |
| 2026-07-15 | 2,585,889 | -0.5% | 284,553 | 9.09 |
| 2026-06-30 | 2,598,507 | +1.8% | 447,137 | 5.81 |
| 2026-06-15 | 2,552,771 | +2.4% | 248,604 | 10.27 |
| 2026-05-29 | 2,492,638 | +0.6% | 216,241 | 11.53 |
| 2026-05-15 | 2,479,018 | -1.1% | 224,948 | 11.02 |
| 2026-04-30 | 2,507,483 | +5.4% | 301,585 | 8.31 |
| 2026-04-15 | 2,379,537 | -0.5% | 228,222 | 10.43 |
| 2026-03-31 | 2,390,805 | +35.5% | 467,457 | 5.11 |
| 2026-03-13 | 1,764,732 | +0.9% | 241,324 | 7.31 |
| 2026-02-27 | 1,748,852 | +5.8% | 289,725 | 6.04 |
| 2026-02-13 | 1,652,864 | +25.1% | 268,873 | 6.15 |
| 2026-01-30 | 1,320,702 | +15.8% | 323,839 | 4.08 |
| 2026-01-15 | 1,140,450 | +6.3% | 207,915 | 5.49 |
| 2025-12-31 | 1,072,840 | +0.9% | 235,655 | 4.55 |
| 2025-12-15 | 1,062,836 | -0.1% | 167,165 | 6.36 |
| 2025-11-28 | 1,064,180 | +12.9% | 239,115 | 4.45 |
| 2025-11-14 | 942,728 | +3.0% | 190,250 | 4.96 |
| 2025-10-31 | 915,526 | -5.0% | 180,714 | 5.07 |
| 2025-10-15 | 963,974 | +3.9% | 129,531 | 7.44 |
| 2025-09-30 | 927,930 | -2.7% | 201,181 | 4.61 |
| 2025-09-15 | 954,002 | +12.5% | 187,446 | 5.09 |
| 2025-08-29 | 848,007 | -0.6% | 148,682 | 5.70 |
| 2025-08-15 | 853,124 | -4.9% | 150,371 | 5.67 |
| 2025-07-31 | 896,857 | -2.3% | 173,113 | 5.18 |
| 2025-07-15 | 918,200 | -7.9% | 128,096 | 7.17 |
| 2025-06-30 | 997,086 | +9.0% | 188,240 | 5.30 |
| 2025-06-13 | 914,585 | -1.3% | 158,534 | 5.77 |
| 2025-05-30 | 926,957 | -4.8% | 201,362 | 4.60 |
| 2025-05-15 | 974,154 | +6.4% | 178,230 | 5.47 |
| 2025-04-30 | 915,198 | +15.5% | 255,842 | 3.58 |
| 2025-04-15 | 792,635 | +7.0% | 254,187 | 3.12 |
| 2025-03-31 | 740,431 | -13.8% | 453,184 | 1.63 |
| 2025-03-14 | 859,115 | +11.3% | 329,651 | 2.61 |
| 2025-02-28 | 771,730 | +11.0% | 230,958 | 3.34 |
| 2025-02-14 | 695,180 | +20.6% | 180,598 | 3.85 |
| 2025-01-31 | 576,350 | -11.2% | 216,710 | 2.66 |
| 2025-01-15 | 648,967 | +38.7% | 148,172 | 4.38 |
| 2024-12-31 | 467,763 | +12.8% | 235,246 | 1.99 |
| 2024-12-13 | 414,851 | +7.2% | 147,988 | 2.80 |
| 2024-11-29 | 386,849 | -3.4% | 151,220 | 2.56 |
| 2024-11-15 | 400,613 | +9.0% | 261,454 | 1.53 |
| 2024-10-31 | 367,660 | -13.3% | 144,888 | 2.54 |
| 2024-10-15 | 424,287 | +1.2% | 121,689 | 3.49 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 23 October 2026, the short share of HFWA volume is 77.3%, down 6.1 points over the last five sessions. Over the last 30 readings it ranged from 33.2% (17 September 2026) to 90.1% (1 October 2026). The latest reading is 7.7 points above the 30-session average of 69.6%, on 134K shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-10-23 | 103K | 134K | 77.3% | 0 |
| 2026-10-22 | 90K | 125K | 71.9% | 0 |
| 2026-10-21 | 48K | 69K | 70.5% | 0 |
| 2026-10-20 | 42K | 82K | 50.6% | 0 |
| 2026-10-19 | 36K | 44K | 80.8% | 0 |
| 2026-10-16 | 45K | 54K | 83.5% | 14 |
| 2026-10-15 | 36K | 52K | 69.8% | 0 |
| 2026-10-14 | 50K | 65K | 76.7% | 14 |
| 2026-10-13 | 46K | 58K | 79.0% | 0 |
| 2026-10-12 | 27K | 33K | 81.3% | 0 |
| 2026-10-09 | 31K | 44K | 69.4% | 83 |
| 2026-10-08 | 41K | 77K | 53.1% | 0 |
| 2026-10-07 | 39K | 54K | 71.9% | 0 |
| 2026-10-06 | 45K | 59K | 75.9% | 0 |
| 2026-10-05 | 44K | 69K | 63.4% | 0 |
| 2026-10-02 | 48K | 58K | 83.2% | 0 |
| 2026-10-01 | 91K | 101K | 90.1% | 65 |
| 2026-09-30 | 64K | 86K | 74.3% | 0 |
| 2026-09-29 | 70K | 86K | 81.2% | 0 |
| 2026-09-28 | 55K | 86K | 64.3% | 0 |
| 2026-09-25 | 47K | 75K | 63.2% | 0 |
| 2026-09-24 | 80K | 109K | 73.2% | 0 |
| 2026-09-23 | 72K | 93K | 77.9% | 0 |
| 2026-09-22 | 86K | 105K | 81.5% | 0 |
| 2026-09-21 | 49K | 75K | 65.2% | 0 |
| 2026-09-18 | 88K | 110K | 79.6% | 0 |
| 2026-09-17 | 65K | 197K | 33.2% | 0 |
| 2026-09-16 | 66K | 119K | 55.6% | 338 |
| 2026-09-15 | 53K | 126K | 42.3% | 0 |
| 2026-09-14 | 84K | 170K | 49.4% | 78 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 30 September 2026, the fails-to-deliver balance in HFWA is 220 shares, up 133 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (1 May 2026) to 27,956 shares (24 July 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-09-30 | 220 | $27.81 | $6K |
| 2026-09-22 | 87 | $28.00 | $2K |
| 2026-09-21 | 97 | $28.19 | $3K |
| 2026-09-04 | 2,502 | $29.23 | $73K |
| 2026-09-03 | 106 | $29.23 | $3K |
| 2026-09-01 | 4 | $28.57 | $114 |
| 2026-08-31 | 454 | $28.67 | $13K |
| 2026-08-28 | 103 | $28.66 | $3K |
| 2026-08-26 | 406 | $28.77 | $12K |
| 2026-08-21 | 771 | $28.95 | $22K |
| 2026-08-20 | 114 | $28.86 | $3K |
| 2026-08-05 | 2,395 | $30.53 | $73K |
| 2026-07-31 | 1,558 | $29.55 | $46K |
| 2026-07-30 | 1,795 | $29.84 | $54K |
| 2026-07-29 | 72 | $29.89 | $2K |
| 2026-07-24 | 27,956 | $30.29 | $847K |
| 2026-07-17 | 1,393 | $31.25 | $44K |
| 2026-07-15 | 2,001 | $29.61 | $59K |
| 2026-07-02 | 478 | $30.23 | $14K |
| 2026-06-29 | 1,296 | $29.52 | $38K |
| 2026-06-22 | 1,087 | $27.92 | $30K |
| 2026-06-15 | 24 | $29.04 | $697 |
| 2026-06-08 | 3,547 | $27.78 | $99K |
| 2026-06-04 | 980 | $26.69 | $26K |
| 2026-05-29 | 246 | $27.34 | $7K |
| 2026-05-28 | 2 | $27.08 | $54 |
| 2026-05-27 | 632 | $27.61 | $17K |
| 2026-05-20 | 10 | $26.55 | $266 |
| 2026-05-13 | 4,237 | $26.75 | $113K |
| 2026-05-01 | 1 | $27.52 | $28 |
Insider trades
SEC Form 4, newest first. JSONInsiders at HFWA reported 6 open-market sells worth $1.1M in the last 90 days and no open-market buys. Latest filing: Rivera Frederick B (Director) on 2026-09-15.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-09-15 | Rivera Frederick B | Director | Sell | 1K | $28.57 | $37K | 6K |
| 2026-09-03 | CHARNESKI BRIAN | Director | Sell | 14K | $29.18 | $399K | 0 |
| 2026-08-13 | Ray Matthew T. | EVP Chief Lending Officer | Sell | 4K | $30.10 | $111K | 23K |
| 2026-08-05 | LYON JEFFREY S | Director | Sell | 10K | $30.00 | $300K | 41K |
| 2026-08-05 | Chalfant Tony | EVP Chief Credit Officer | Sell | 3K | $29.92 | $97K | 20K |
| 2026-07-30 | Wilson Kelli Ann | EVP Chief Banking Officer | Sell | 4K | $29.69 | $112K | 3K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 2K | $30.52 | $56K | 26K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 2K | $30.52 | $56K | 24K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 2K | $30.52 | $49K | 20K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 301 | $30.52 | $9K | 15K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 301 | $30.52 | $9K | 15K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 264 | $30.52 | $8K | 14K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 265 | $30.52 | $8K | 13K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Tax withholding | 3K | $30.52 | $103K | 22K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 2K | $30.52 | $56K | 22K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 2K | $30.52 | $49K | 19K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 2K | $30.52 | $56K | 17K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 301 | $30.52 | $9K | 15K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 302 | $30.52 | $9K | 14K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 264 | $30.52 | $8K | 14K |
| 2026-07-17 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 265 | $30.52 | $8K | 13K |
| 2026-06-15 | Curran Amy E. | EVP Director Commercial Lend | Exercise or conversion | 576 | $28.44 | $16K | 30K |
| 2026-06-15 | Curran Amy E. | EVP Director Commercial Lend | Tax withholding | 71 | $28.44 | $2K | 30K |
| 2026-06-15 | Chalfant Tony | EVP Chief Credit Officer | Tax withholding | 135 | $28.44 | $4K | 24K |
| 2026-06-15 | Chalfant Tony | EVP Chief Credit Officer | Exercise or conversion | 1K | $28.44 | $37K | 24K |
| 2026-06-09 | Hinson Donald | EVPand Chief Financial Officer | Sell | 4K | $28.37 | $109K | 41K |
| 2026-05-01 | Robison Sabrina C | EVP Chief HR Officer | Sell | 5K | $27.61 | $130K | 0 |
| 2026-05-01 | Robison Sabrina C | EVP Chief HR Officer | Sell | 5K | $27.61 | $130K | 0 |
| 2026-05-01 | Robison Sabrina C | EVP Chief HR Officer | Sell | 716 | $27.51 | $20K | 33K |
| 2026-05-01 | LYON JEFFREY S | Director | Exercise or conversion | 2K | $27.61 | $61K | 51K |
| 2026-05-01 | Watson Ann | Director | Exercise or conversion | 2K | $27.61 | $61K | 26K |
| 2026-05-01 | VANCE BRIAN L | Director | Exercise or conversion | 2K | $27.61 | $61K | 102K |
| 2026-05-01 | Saunders Karen R | Director | Exercise or conversion | 2K | $27.61 | $61K | 2K |
| 2026-05-01 | Rivera Frederick B | Director | Exercise or conversion | 2K | $27.61 | $61K | 7K |
| 2026-05-01 | Giacobbe Gail B. | Director | Exercise or conversion | 2K | $27.61 | $61K | 10K |
| 2026-05-01 | Ellwanger Kimberly T | Director | Exercise or conversion | 2K | $27.61 | $61K | 35K |
| 2026-05-01 | Dryer Trevor D. | Director | Exercise or conversion | 2K | $27.61 | $61K | 10K |
| 2026-05-01 | CHARNESKI BRIAN | Director | Exercise or conversion | 2K | $27.61 | $61K | 45K |
| 2026-03-16 | Wilson Kelli Ann | EVP Chief Banking Officer | Tax withholding | 719 | $24.89 | $18K | 7K |
| 2026-03-16 | Wilson Kelli Ann | EVP Chief Banking Officer | Exercise or conversion | 1K | $24.89 | $33K | 8K |
| 2026-03-16 | Wilson Kelli Ann | EVP Chief Banking Officer | Exercise or conversion | 1K | $24.89 | $36K | 6K |
| 2026-03-16 | Wilson Kelli Ann | EVP Chief Banking Officer | Exercise or conversion | 530 | $24.89 | $13K | 5K |
| 2026-03-16 | Wilson Kelli Ann | EVP Chief Banking Officer | Exercise or conversion | 490 | $24.89 | $12K | 4K |
| 2026-03-16 | Robison Sabrina C | EVP Chief HR Officer | Tax withholding | 744 | $24.89 | $19K | 34K |
| 2026-03-16 | Robison Sabrina C | EVP Chief HR Officer | Exercise or conversion | 1K | $24.89 | $31K | 34K |
| 2026-03-16 | Robison Sabrina C | EVP Chief HR Officer | Exercise or conversion | 1K | $24.89 | $34K | 33K |
| 2026-03-16 | Robison Sabrina C | EVP Chief HR Officer | Exercise or conversion | 265 | $24.89 | $7K | 32K |
| 2026-03-16 | Robison Sabrina C | EVP Chief HR Officer | Exercise or conversion | 1K | $24.89 | $29K | 32K |
| 2026-03-16 | Ray Matthew T. | EVP Chief Lending Officer | Tax withholding | 749 | $24.89 | $19K | 26K |
| 2026-03-16 | Ray Matthew T. | EVP Chief Lending Officer | Exercise or conversion | 1K | $24.89 | $25K | 27K |
| 2026-03-16 | Ray Matthew T. | EVP Chief Lending Officer | Exercise or conversion | 2K | $24.89 | $41K | 26K |
| 2026-03-16 | Ray Matthew T. | EVP Chief Lending Officer | Exercise or conversion | 530 | $24.89 | $13K | 25K |
| 2026-03-16 | Ray Matthew T. | EVP Chief Lending Officer | Exercise or conversion | 662 | $24.89 | $16K | 24K |
| 2026-03-16 | Ray Matthew T. | EVP Chief Lending Officer | Exercise or conversion | 155 | $24.89 | $4K | 23K |
| 2026-03-16 | Ray Matthew T. | EVP Chief Lending Officer | Exercise or conversion | 504 | $24.89 | $13K | 23K |
| 2026-03-16 | McDonald Bryan | President | Tax withholding | 939 | $24.89 | $23K | 35K |
| 2026-03-16 | McDonald Bryan | President | Exercise or conversion | 2K | $24.89 | $46K | 36K |
| 2026-03-16 | McDonald Bryan | President | Exercise or conversion | 267 | $24.89 | $7K | 34K |
| 2026-03-16 | McDonald Bryan | President | Exercise or conversion | 2K | $24.89 | $43K | 34K |
| 2026-03-16 | McDonald Bryan | President | Exercise or conversion | 1K | $24.89 | $28K | 32K |
| 2026-03-16 | Hinson Donald | EVPand Chief Financial Officer | Tax withholding | 689 | $24.89 | $17K | 45K |
| 2026-03-16 | Hinson Donald | EVPand Chief Financial Officer | Exercise or conversion | 1K | $24.89 | $29K | 46K |
| 2026-03-16 | Hinson Donald | EVPand Chief Financial Officer | Exercise or conversion | 203 | $24.89 | $5K | 45K |
| 2026-03-16 | Hinson Donald | EVPand Chief Financial Officer | Exercise or conversion | 1K | $24.89 | $36K | 44K |
| 2026-03-16 | Hinson Donald | EVPand Chief Financial Officer | Exercise or conversion | 850 | $24.89 | $21K | 43K |
| 2026-03-16 | Henning Thomas J | EVP Chief Risk Officer | Tax withholding | 938 | $24.89 | $23K | 19K |
| 2026-03-16 | Henning Thomas J | EVP Chief Risk Officer | Exercise or conversion | 1K | $24.89 | $37K | 20K |
| 2026-03-16 | Henning Thomas J | EVP Chief Risk Officer | Exercise or conversion | 2K | $24.89 | $42K | 18K |
| 2026-03-16 | Henning Thomas J | EVP Chief Risk Officer | Exercise or conversion | 530 | $24.89 | $13K | 16K |
| 2026-03-16 | Henning Thomas J | EVP Chief Risk Officer | Exercise or conversion | 1K | $24.89 | $36K | 16K |
| 2026-03-16 | Glasby William | EVP Chief Information Officer | Tax withholding | 1K | $24.89 | $33K | 13K |
| 2026-03-16 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 2K | $24.89 | $40K | 14K |
| 2026-03-16 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 2K | $24.89 | $39K | 13K |
| 2026-03-16 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 2K | $24.89 | $45K | 11K |
| 2026-03-16 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 302 | $24.89 | $8K | 9K |
| 2026-03-16 | Curran Amy E. | EVP Director Commercial Lend | Tax withholding | 918 | $24.89 | $23K | 29K |
| 2026-03-16 | Curran Amy E. | EVP Director Commercial Lend | Exercise or conversion | 1K | $24.89 | $36K | 30K |
| 2026-03-16 | Curran Amy E. | EVP Director Commercial Lend | Exercise or conversion | 2K | $24.89 | $40K | 29K |
| 2026-03-16 | Curran Amy E. | EVP Director Commercial Lend | Exercise or conversion | 1K | $24.89 | $26K | 27K |
| 2026-03-16 | Curran Amy E. | EVP Director Commercial Lend | Exercise or conversion | 776 | $24.89 | $19K | 26K |
| 2026-03-16 | Curran Amy E. | EVP Director Commercial Lend | Exercise or conversion | 155 | $24.89 | $4K | 25K |
| 2026-03-16 | Chalfant Tony | EVP Chief Credit Officer | Tax withholding | 583 | $24.89 | $15K | 22K |
| 2026-03-16 | Chalfant Tony | EVP Chief Credit Officer | Exercise or conversion | 992 | $24.89 | $25K | 23K |
| 2026-03-16 | Chalfant Tony | EVP Chief Credit Officer | Exercise or conversion | 176 | $24.89 | $4K | 22K |
| 2026-03-16 | Chalfant Tony | EVP Chief Credit Officer | Exercise or conversion | 733 | $24.89 | $18K | 22K |
| 2026-03-16 | Chalfant Tony | EVP Chief Credit Officer | Exercise or conversion | 1K | $24.89 | $31K | 21K |
| 2026-02-11 | Chalfant Tony | EVP Chief Credit Officer | Sell | 5K | $27.65 | $129K | 20K |
| 2026-02-03 | Rivera Frederick B | Director | Sell | 2K | $26.31 | $47K | 5K |
| 2026-01-26 | Wilson Kelli Ann | EVP Chief Banking Officer | Sell | 2K | $26.48 | $50K | 4K |
| 2025-12-15 | Ray Matthew T. | EVP Chief Lending Officer | Tax withholding | 178 | $25.43 | $5K | 23K |
| 2025-12-15 | Ray Matthew T. | EVP Chief Lending Officer | Exercise or conversion | 832 | $25.43 | $21K | 23K |
| 2025-12-15 | Henning Thomas J | EVP Chief Risk Officer | Tax withholding | 79 | $25.43 | $2K | 14K |
| 2025-12-15 | Henning Thomas J | EVP Chief Risk Officer | Exercise or conversion | 495 | $25.43 | $13K | 15K |
| 2025-12-15 | Robison Sabrina C | EVP Chief HR Officer | Tax withholding | 39 | $25.43 | $992 | 30K |
| 2025-12-15 | Robison Sabrina C | EVP Chief HR Officer | Exercise or conversion | 247 | $25.43 | $6K | 30K |
| 2025-12-15 | Glasby William | EVP Chief Information Officer | Tax withholding | 40 | $25.43 | $1K | 9K |
| 2025-12-15 | Glasby William | EVP Chief Information Officer | Exercise or conversion | 265 | $25.43 | $7K | 9K |
| 2025-12-15 | Bley Nicholas M | EVP Chief Operating Officer | Tax withholding | 1K | $25.43 | $27K | 4K |
| 2025-12-15 | Bley Nicholas M | EVP Chief Operating Officer | Exercise or conversion | 5K | $25.43 | $124K | 5K |
| 2025-11-20 | McDonald Bryan | President | Buy | 19K | $22.32 | $426K | 31K |
Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are rarer.
Planned sales (Form 144)
Newest first. JSON8 Form 144 notices on file for HFWA worth $955K at the prices reported; 4 in the last 90 days worth $619K. Latest: Ray Matthew T. filed on 2026-08-06 to sell 3,692 shares ($110K) from 2026-08-06.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-08-06 | Ray Matthew T.Officer | 4K | $110K | 16.239% | 2026-08-06 | Scott Elliott |
| 2026-08-05 | TONY CHALFANTOfficer | 3K | $97K | 0.008% | 2026-08-05 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-04 | LYON JEFFREY SDirector | 10K | $300K | 0.024% | 2026-08-04 | Fidelity Investments |
| 2026-07-30 | KELLI A WILSONOfficer | 4K | $112K | 0.009% | 2026-07-30 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-06-09 | DONALD HINSONOfficer | 4K | $109K | 0.009% | 2026-06-09 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-02-11 | TONY CHALFANTOfficer | 5K | $129K | 0.014% | 2026-02-11 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-02-03 | FREDERICK B RIVERADirector | 2K | $47K | 0.005% | 2026-02-03 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-01-26 | KELLI A WILSONOfficer | 2K | $50K | 0.006% | 2026-01-26 | Morgan Stanley Smith Barney LLC Executive Financial Services |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON5 holders report 5% or more of HFWA in their latest filing, all on Schedule 13G (passive). The largest reported stake is BlackRock, Inc. at 13.3% of the class (5,464,986 shares), filed 2026-04-24 for an event on 2026-03-31.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-10-08 | 13G | Dimensional Fund Advisors LPinvestment adviser | 2.3M | 5.5% | 2026-09-30 |
| 2026-05-11 | 13G/Ano. 2 | Victory Capital Management, Inc.investment adviser | 2.5M | 6.0% | 2026-03-31 |
| 2026-05-06 | 13G/Ano. 4 | Jennison Associates LLCinvestment adviser | 3.2M | 7.8% | 2026-03-31 |
| 2026-04-30 | 13G | Vanguard Capital Managementinvestment adviser | 2.2M | 5.2% | 2026-03-31 |
| 2026-04-24 | 13G/Ano. 14 | BlackRock, Inc.parent holding company | 5.5M | 13.3% | 2026-03-31 |
| 2026-03-27 | 13G/Ano. 6 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
13F holders
Tracked managers holding HFWA at their latest 13F. JSON5 of the 30 tracked managers held HFWA at their latest 13F, $20.8M in total at quarter-end prices. Two Sigma Investments is the largest at $11.5M (0.0% of its portfolio) as of 2026-06-30. Over the prior quarter 2 added shares and 3 cut.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Two Sigma Investments | 2026-06-30 | 389K | $11.5M | 0.01% | -101K |
| AQR Capital Management | 2026-06-30 | 133K | $3.9M | 0.00% | -36K |
| Renaissance Technologies | 2026-06-30 | 132K | $3.9M | 0.01% | -56K |
| Millennium Management | 2026-06-30 | 24K | $712K | 0.00% | new |
| D. E. Shaw & Co. | 2026-06-30 | 23K | $692K | 0.00% | new |
Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.
Financials
SEC XBRL, as filed. JSONIn FY 2025 it generated $94.8M of operating cash flow and spent $5.5M on buybacks and $32.6M on dividends.
- Cash
- $204.4M
- Equity
- $1.11B
- Total assets
- $8.43B
- Shares outstanding
- 40,915,558
Quarterly, last 8 quarters
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 FY 2026 | 2026-06-30 | n/a | $17.5M | n/a | 0.42 |
| Q1 FY 2026 | 2026-03-31 | n/a | $18.9M | n/a | 0.48 |
| Q4 FY 2025derived | 2025-12-31 | n/a | $22.2M | n/a | n/a |
| Q3 FY 2025 | 2025-09-30 | n/a | $19.2M | n/a | 0.55 |
| Q2 FY 2025 | 2025-06-30 | n/a | $12.2M | n/a | 0.36 |
| Q1 FY 2025 | 2025-03-31 | n/a | $13.9M | n/a | 0.40 |
| Q4 FY 2024derived | 2024-12-31 | n/a | $11.9M | n/a | n/a |
| Q3 FY 2024 | 2024-09-30 | n/a | $11.4M | n/a | 0.33 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | n/a | $67.5M | $94.8M | $9.2M | $5.5M | $32.6M |
| FY 2024 | 2024-12-31 | n/a | $43.3M | $64.5M | $3.5M | $22.4M | $31.8M |
| FY 2023 | 2023-12-31 | n/a | $61.8M | $109.5M | $10.4M | $7.0M | $30.8M |
| FY 2022 | 2022-12-31 | n/a | $81.9M | $94.5M | $4.0M | $3.2M | $29.5M |
| FY 2021 | 2021-12-31 | n/a | $98.0M | $69.5M | $3.0M | $22.9M | $28.9M |
Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are the cash the company paid to repurchase its common stock in the year, not the amount authorized. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-07-29 from the cover page.
What this page is
Heritage Financial in the regulatory record
Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.
Each section has its own history table, a one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Heritage Financial (HFWA), SEC CIK 1046025, listed on Nasdaq, classified by the SEC as savings institutions, not federally chartered. The cross-market tables live on the short interest and insider transactions hubs.
Source and updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-09-30.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-10-23.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-09-30.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-08-06.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-10-08.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-10-22.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-15.JSON and CSV
- Company record
- EDGAR filing index for CIK 1046025Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
How to read it
- Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
- Insider buys next to a large short position are rare and stand out; insider sells next to one are common and mean little.
- Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.
Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.
Other companies the SEC classifies as savings institutions, not federally chartered
Other company pages
Datasets
Frequently Asked Questions
How much of HFWA is sold short?
3,171,400 shares were held short at the 2026-09-30 settlement, 7.4 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is HFWA's daily short volume?
On 2026-10-23, 103,447 of the 133,749 HFWA shares reported to FINRA were sold short, 77.3% of the day's reported volume. Short volume is a flow for one day, not a position.
Does HFWA have fails to deliver?
The SEC's latest file shows 220 HFWA shares failed to deliver at settlement 2026-09-30. Fails are reported per settlement date and published twice a month with a lag.
Are HFWA insiders buying or selling?
Insiders at HFWA reported 6 open-market sells worth $1.1M in the last 90 days and no open-market buys. Latest filing: Rivera Frederick B (Director) on 2026-09-15.
Have HFWA insiders filed to sell?
8 Form 144 notices on file for HFWA worth $955K at the prices reported; 4 in the last 90 days worth $619K. Latest: Ray Matthew T. filed on 2026-08-06 to sell 3,692 shares ($110K) from 2026-08-06.
Who owns 5% or more of HFWA?
5 holders report 5% or more of HFWA in their latest filing, all on Schedule 13G (passive). The largest reported stake is BlackRock, Inc. at 13.3% of the class (5,464,986 shares), filed 2026-04-24 for an event on 2026-03-31.
What did HFWA report last quarter?
In FY 2025 it generated $94.8M of operating cash flow and spent $5.5M on buybacks and $32.6M on dividends.
Which tracked 13F managers own HFWA?
5 of the 30 tracked 13F managers held HFWA shares at their latest filing, $20.8M in all. The largest: Two Sigma Investments (389K shares, $11.5M), Cliff Asness's AQR Capital Management (133K shares, $3.9M), Renaissance Technologies (132K shares, $3.9M), Izzy Englander's Millennium Management (24K shares, $712K), D. E. Shaw & Co. (23K shares, $692K).
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.