Heritage Financial Corp. planned insider sales
In the twelve months since 11 October 2025 insiders at Heritage Financial Corp. filed 8 Form 144 notices of planned sales, 32,914 shares worth $954,526 at the time of filing, from 6 sellers. The latest, filed 6 August 2026: Ray Matthew T. (officer), 3,692 shares worth $109,763, planned for around 6 August 2026 through Scott Elliott.
| Filed | Seller | Relationship | Shares | Value | Planned sale | Broker | How acquired | Filing |
|---|---|---|---|---|---|---|---|---|
| 6 August 2026 | Ray Matthew T. | Officer | 3,692 | $109,763 | 6 August 2026 | Scott Elliott | Restricted Stock | Form 144 |
| 5 August 2026 | Tony Chalfant | Officer | 3,234 | $96,751 | 5 August 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | Performance Shares; Restricted Stock | Form 144 |
| 4 August 2026 | Lyon Jeffrey S | Director | 10,000 | $300,100 | 4 August 2026 | Fidelity Investments | Restricted Stock | Form 144 |
| 30 July 2026 | Kelli A Wilson | Officer | 3,778 | $112,178 | 30 July 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | Restricted Stock | Form 144 |
| 9 June 2026 | Donald Hinson | Officer | 3,842 | $109,013 | 9 June 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | Performance Shares; Restricted Stock | Form 144 |
| 11 February 2026 | Tony Chalfant | Officer | 4,668 | $129,065 | 11 February 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | Performance Shares; Restricted Stock | Form 144 |
| 3 February 2026 | Frederick B Rivera | Director | 1,800 | $47,350 | 3 February 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | Restricted Stock | Form 144 |
| 26 January 2026 | Kelli A Wilson | Officer | 1,900 | $50,307 | 26 January 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | Restricted Stock | Form 144 |
A Form 144 is the notice an insider files with the SEC before selling restricted or control shares over the Rule 144 thresholds; it says what may be sold, not what was.
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Value is the filer's own aggregate market value. Whether the sale happened shows up later on Form 4, on the insiders page.Source
Form 144 filings on EDGAR for Heritage Financial Corp.: the company's filing index, each notice read from its own XML.
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