Heritage Financial Corp. (WA) (HFWA)

FINANCE: TRUSTS & THRIFTS
SIC: SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED

201 FIFTH AVENUE S.W. OLYMPIA, WA 98501

Heritage Financial is a bank holding company. Co. is engaged in planning, directing and coordinating the business activities of its wholly owned subsidiaries, Heritage Bank and Central Valley Bank. Co.'s business consists primarily of lending and deposit relationships with small businesses and their owners, and accepting deposits from the general public. Co. makes residential and commercial construction, multi-family and commercial real estate, and consumer loans and provides for sale or investment purposes first mortgage loans on residential properties in western and central Washington State. As of Dec 31 2009, Co. had total assets of $1.01 billion and total deposits of $840.1 million.

Data based on most recent fiscal year report
Market Cap1.035 Billion Shares Outstanding34.04 Million Avg Volume235.693 Thousand
1-Yr BETA vs S&P TR0.971 Current Ratio0.84 Quick Ratio0.84
View SEC Filings from HFWA instead.
Q3 2019 All Institutions Hedge Funds 1
To trade HFWA now:
Filers who had this stock in their top 10: 1 0 (0.0%)
13F Filers holding this stock: 129 15 (1.57%)
Aggregate 13F shares on 09/30/2019: 29.263 Million 2.804 Million
Aggregate 13F shares on 06/30/2019: 29.741 Million 2.905 Million
Percent change: -1.61% -3.47%
Funds creating new positions: 10 3
Funds Adding to an existing position: 63 8
Funds closing out their position: 13 3
Funds reducing their position: 27 1
1 hedge funds as identified by whalewisdom.com through public filings.

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Funds Holding HFWA (via 13F filings)

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*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

none

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

HUNTLEY CINDY M EVP DIRECTOR OF RETAIL BANKING

  • Officer
0 2019-11-04 5

GLASBY WILLIAM EVP CHIEF TECHONOLOGY OFFICER

  • Officer
0 2019-11-04 4

GAHLER STEVEN A EVP CHIEF MARKETING OFFICER

  • Officer
0 2019-09-24 2

MCDONALD BRYAN EVP AND COO

  • Officer
11,119 2019-09-11 4

VANCE BRIAN L

  • Director
98,737 2019-09-10 7

BANNER LISA EVP DIRECTOR SHARED SERVICES

  • Officer
0 2019-07-08 5

LYON JEFFREY S

  • Director
0 2019-06-27 2

ELLWANGER KIMBERLY T

  • Director
0 2019-06-27 2

CLEES JOHN A

  • Director
0 2019-06-27 2

CHARNESKI BRIAN

  • Director
0 2019-06-27 2

WATSON ANN

  • Director
0 2019-06-27 2

GAVIN DEBORAH J

  • Director
0 2019-06-27 2

PICKERING ANTHONY

  • Director
0 2019-06-27 2

MILLER GRAGG E

  • Director
0 2019-06-27 2

DENNIS STEPHEN

  • Director
0 2019-06-27 2

HINSON DONALD EVPAND CHIEF FINANCIAL OFFICER

  • Officer
32,159 2019-05-23 5

SPURLING DAVID A CHIEF CREDIT OFFICER

  • Officer
28,960 2019-03-15 4

DEUEL JEFFREY J PRESIDENT

  • Officer
30,189 2019-03-15 3

ROBISON SABRINA C SVP HUMAN RESOURCES DIRECTOR

  • Officer
17,914 2019-03-15 3

HENNING THOMAS J EVP CHIEF RISK OFFICER

  • Officer
1,008 2019-03-15 2

CHRISTENSEN GARY B

  • Director
No longer subject to file 2017-05-03 0

BROWN DAVID H

  • Director
No longer subject to file 2017-05-03 0

SEVERNS ROBERT T

  • Director
No longer subject to file 2017-05-03 0

CRAWFORD MARK D

  • Director
No longer subject to file 2017-05-03 0

ALTOM RHODA L

  • Director
No longer subject to file 2017-05-03 0

ENG EDWARD EXEC. VP AND CAO OF THE BANK

  • Officer
No longer subject to file 2015-09-30 0

LIEN JAY T

  • Director
No longer subject to file 2014-12-31 0

RHODES DONALD V CHAIRMAN

  • Officer
No longer subject to file 2014-06-04 0

BROADHEAD MICHAEL PRESIDENT/CENTRAL VALLEY BANK

  • Officer
No longer subject to file 2014-06-04 0

JENSEN DARYL D

  • Director
No longer subject to file 2014-06-04 0

WEIGAND PHILIP S

  • Director
132,049 2013-03-20 0

PATJENS GREGORY EXVICEPRES / HERITAGE BANK

  • Officer
No longer subject to file 2013-03-15 0

FLUETSCH PETER

  • Director
43,844 2012-07-30 0

CAMERON EDWARD D SVP AND CORP SECRETARY

  • Officer
15,075 2008-03-25 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

GLASBY WILLIAM - Officer EVP CHIEF TECHONOLOGY OFFICER

2019-11-04 A 2,648 $28.33 a 2,648 0.00 direct

HUNTLEY CINDY M - Officer EVP DIRECTOR OF RETAIL BANKING

2019-11-04 A 2,648 $28.33 a 2,648 0.00 direct

GAHLER STEVEN A - Officer EVP CHIEF MARKETING OFFICER

2019-09-24 A 933 a 933 0.00 direct
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