Stock Trading Canary

United States · SEC Form 4 · Snapshot date: 2026-10-19 · Built: 2026-10-19 · 中文

← United States · Coverage record

US · SEC FORM 4

HERITAGE FINANCIAL CORP /WA/

HFWA · Nasdaq · CIK 0001046025 · Financial Services · Banks—Regional

INSIDER SIGNAL

No active buy signal

0 qualifying P purchase groups
in the current 180-day scoring window

30 Form 4 transaction lines observed in the same window
9 sales · 21 option, withholding, award, gift or other lines

Last qualifying purchase2025-11-20 · McDonald Bryan · $426.4K

WHY NO ACTIVE SIGNAL?

Purchase activityNone
Recent buyingNone
Recent salesModerate
Buy signal statusInactive
Score anatomy

No score is calculated because there is no qualifying purchase in the active window. Unavailable inputs are not treated as zero or as a bearish signal.

ClusterNot calculated
Purchase sizeNot calculated
RoleNot calculated
RecencyNot calculated
ConvictionNot calculated

Why is there no score?

  • No qualifying open-market purchase supplies cluster, size, role, recency or conviction inputs.
  • Sales and other Form 4 activity remain visible as context and do not create a negative score.

Sales and other Form 4 activity are shown separately and do not create a negative buy signal. Absence of buying is not scored as bearish.

Purchase breadth, concentration & cluster buying

These modules activate when qualifying purchases enter the 180-day research window.

Insider activity timeline

Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.

AprMayJunJulAugSepOct
Chalfant TonyEVP Chief Credit Officer
○○▼
Rivera Frederick BDirector
○▼
CHARNESKI BRIANDirector
○▼
LYON JEFFREY SDirector
○▼
Glasby WilliamEVP Chief Information Officer
○○
Curran Amy E.EVP Director Commercial Lend
○○
● Purchase▼ Sale○ Other

Showing the six most active owners; 10 additional owner(s) remain in Form 4 evidence.

SIGNAL HISTORY

No recorded active-signal snapshot

Scores are archived only when the company qualifies for a published US buy-signal snapshot. Last qualifying purchase: 2025-11-20 · McDonald Bryan.

Recent Form 4 activity

1Purchases
12Sales
79Other Form 4 lines
38SEC filings · 365 days
BUYING0 qualifying P line(s) · 180 days
SELLING9 sale line(s) · context only
OTHER21 exercise / withholding / award / gift / other lines
10b5-1 / PLANNEDNot assessed

P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.

Market context

Market context has not been captured for this ticker yet. The daily market-context job processes the US universe in rotating batches.

Short interest

Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.

Shares short
3,171,400
Previous report
3,027,972
Avg daily volume
431,074
Days to cover
7.4

FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.

Historical equity purchases

Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.

Transaction dateReporting ownerTypeSecuritySharesAvg. priceApprox. valueSource
2025-11-20McDonald BryanPurchase (P)Common Stock19,106USD 22.32USD 426,446SEC filing ↗
2023-12-14Rivera Frederick BPurchase (P)Common Stock100USD 21.64USD 2,164SEC filing ↗
2023-12-11Rivera Frederick BPurchase (P)Common Stock600USD 20.23USD 12,138SEC filing ↗
2023-09-13CHARNESKI BRIANPurchase (P)Common Stock5,000USD 16.70USD 83,500SEC filing ↗
2023-05-19Rivera Frederick BPurchase (P)Common Stock600USD 16.34USD 9,804SEC filing ↗
2023-05-04CHARNESKI BRIANPurchase (P)Common Stock5,000USD 15.88USD 79,400SEC filing ↗
2023-04-26LYON JEFFREY SPurchase (P)Common Stock1,750USD 17.37USD 30,398SEC filing ↗
2020-05-14MILLER GRAGG EPurchase (P)Common Stock1,000USD 15.38USD 15,380SEC filing ↗
2020-05-08Deuel Jeffrey JPurchase (P)Common Stock5,391USD 18.55USD 100,003SEC filing ↗
2020-03-12CHARNESKI BRIANPurchase (P)Common Stock3,325USD 18.42USD 61,247SEC filing ↗
2020-03-05LYON JEFFREY SPurchase (P)Common Stock2,000USD 23.38USD 46,760SEC filing ↗

Form 4 evidence

92 transaction lines in the latest 365-day window; 548 in local history.

DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-15Rivera Frederick BSale (S)Common Stock1,300USD 28.57USD 37,141SEC filing ↗
2026-09-03CHARNESKI BRIANSale (S)Common Stock13,675USD 29.18USD 399,036SEC filing ↗
2026-08-13Ray Matthew T.Sale (S)Common Stock3,692USD 30.10USD 111,129SEC filing ↗
Show recent Form 4 evidence (30 grouped rows)
DateOwnerTypeSecuritySharesAvg. priceApprox. valueSource
2026-09-15Rivera Frederick BSale (S)Common Stock1,300USD 28.57USD 37,141SEC filing ↗
2026-09-03CHARNESKI BRIANSale (S)Common Stock13,675USD 29.18USD 399,036SEC filing ↗
2026-08-13Ray Matthew T.Sale (S)Common Stock3,692USD 30.10USD 111,129SEC filing ↗
2026-08-05LYON JEFFREY SSale (S)Common Stock10,000USD 30.00USD 300,000SEC filing ↗
2026-08-05Chalfant TonySale (S)Common Stock3,234USD 29.92USD 96,761SEC filing ↗
2026-07-30Wilson Kelli AnnSale (S)Common Stock3,778USD 29.69USD 112,169SEC filing ↗
2026-07-17Glasby WilliamOption exercise / conversion (M)Common Stock6,397USD 30.52USD 195,236SEC filing ↗
2026-07-17Glasby WilliamTax withholding (F)Common Stock3,379USD 30.52USD 103,127SEC filing ↗
2026-06-15Curran Amy E.Option exercise / conversion (M)Common Stock576USD 28.44USD 16,381SEC filing ↗
2026-06-15Curran Amy E.Tax withholding (F)Common Stock71USD 28.44USD 2,019SEC filing ↗
2026-06-15Chalfant TonyOption exercise / conversion (M)Common Stock1,316USD 28.44USD 37,427SEC filing ↗
2026-06-15Chalfant TonyTax withholding (F)Common Stock135USD 28.44USD 3,839SEC filing ↗
2026-06-09Hinson DonaldSale (S)Common Stock3,842USD 28.37USD 108,998SEC filing ↗
2026-05-01Watson AnnOption exercise / conversion (M)Common Stock2,218USD 27.61USD 61,239SEC filing ↗
2026-05-01VANCE BRIAN LOption exercise / conversion (M)Common Stock2,218USD 27.61USD 61,239SEC filing ↗
2026-05-01Saunders Karen ROption exercise / conversion (M)Common Stock2,218USD 27.61USD 61,239SEC filing ↗
2026-05-01Robison Sabrina CSale (S)Common Stock5,440USD 27.60USD 150,127SEC filing ↗
2026-05-01Rivera Frederick BOption exercise / conversion (M)Common Stock2,218USD 27.61USD 61,239SEC filing ↗
2026-05-01LYON JEFFREY SOption exercise / conversion (M)Common Stock2,218USD 27.61USD 61,239SEC filing ↗
2026-05-01Giacobbe Gail B.Option exercise / conversion (M)Common Stock2,218USD 27.61USD 61,239SEC filing ↗
2026-05-01Ellwanger Kimberly TOption exercise / conversion (M)Common Stock2,218USD 27.61USD 61,239SEC filing ↗
2026-05-01Dryer Trevor D.Option exercise / conversion (M)Common Stock2,218USD 27.61USD 61,239SEC filing ↗
2026-05-01CHARNESKI BRIANOption exercise / conversion (M)Common Stock2,218USD 27.61USD 61,239SEC filing ↗
2026-03-16Wilson Kelli AnnOption exercise / conversion (M)Common Stock3,818USD 24.89USD 95,030SEC filing ↗
2026-03-16Wilson Kelli AnnTax withholding (F)Common Stock719USD 24.89USD 17,896SEC filing ↗
2026-03-16Robison Sabrina COption exercise / conversion (M)Common Stock4,038USD 24.89USD 100,506SEC filing ↗
2026-03-16Robison Sabrina CTax withholding (F)Common Stock744USD 24.89USD 18,518SEC filing ↗
2026-03-16Ray Matthew T.Option exercise / conversion (M)Common Stock4,516USD 24.89USD 112,403SEC filing ↗
2026-03-16Ray Matthew T.Tax withholding (F)Common Stock749USD 24.89USD 18,643SEC filing ↗
2026-03-16McDonald BryanOption exercise / conversion (M)Common Stock4,991USD 24.89USD 124,226SEC filing ↗

Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.

Snapshot & identity

Snapshot date2026-10-19
Ranking versionUS-v1.2
Data qualityPASS ELIGIBLE · —
TickerHFWA
CIK0001046025
SectorFinancial Services
IndustryBanks—Regional Yahoo Finance
SEC SIC6036 Savings Institutions, Not Federally Chartered
ExchangeNasdaq

Data coverage

Local Form 4 history548 transaction lines from 2020-01-27 to 2026-09-15
11 P purchase lines · 34 S sale lines · 503 other lines
SEC company submissionsOpen SEC filings ↗

Local ledger as of 2026-10-19. Mapping status is an audit field and does not erase SEC filing evidence.