Heritage Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:HFWA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
14 Dec 23	BuyUS$2,164	Frederick Rivera	Individual		100	US$21.64
11 Dec 23	BuyUS$12,138	Frederick Rivera	Individual		600	US$20.23

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HFWA?
Owner Type	Number of Shares	Ownership Percentage
State or Government	16,835	0.0488%
Individual Insiders	699,340	2.03%
General Public	5,719,950	16.6%
Institutions	28,060,072	81.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 63.6% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.4%	BlackRock, Inc.	4,981,880	US$103.7m	-2.69%	no data
7.22%	The Vanguard Group, Inc.	2,490,120	US$51.8m	0.13%	no data
5.61%	Dimensional Fund Advisors LP	1,934,852	US$40.3m	4.32%	0.01%
4.93%	AllianceBernstein L.P.	1,701,664	US$35.4m	-11.9%	0.01%
4.61%	State Street Global Advisors, Inc.	1,590,951	US$33.1m	-4.11%	no data
3.65%	Charles Schwab Investment Management, Inc.	1,260,464	US$26.2m	-1.81%	no data
2.94%	Jennison Associates LLC	1,015,801	US$21.1m	34.8%	0.01%
2.34%	Geode Capital Management, LLC	808,759	US$16.8m	3.08%	no data
1.96%	BNY Asset Management	674,406	US$14.0m	-9.89%	no data
1.62%	Columbia Management Investment Advisers, LLC	557,225	US$11.6m	-1.19%	no data
1.25%	Northern Trust Global Investments	432,079	US$9.0m	-1.75%	no data
1.16%	Heartland Advisors, Inc.	400,000	US$8.3m	0%	0.42%
1.11%	ProShare Advisors LLC	383,859	US$8.0m	2.87%	0.02%
1.06%	AQR Capital Management, LLC	365,172	US$7.6m	-6.1%	0.01%
1.03%	Goldman Sachs Asset Management, L.P.	355,254	US$7.4m	-59.5%	no data
1.01%	Manulife Asset Management	349,230	US$7.3m	-0.19%	0.01%
0.98%	Bridgeway Capital Management, LLC	337,232	US$7.0m	4.81%	0.12%
0.97%	Hotchkis and Wiley Capital Management, LLC	334,330	US$7.0m	20.2%	0.02%
0.95%	Lord, Abbett & Co. LLC	326,492	US$6.8m	-0.41%	0.02%
0.93%	Renaissance Technologies LLC	321,089	US$6.7m	5.63%	0.01%
0.84%	Royce & Associates, LP	289,543	US$6.0m	-0.98%	0.05%
0.81%	American Century Investment Management Inc	278,017	US$5.8m	3.01%	no data
0.76%	Arrowstreet Capital, Limited Partnership	261,415	US$5.4m	-31.9%	no data
0.72%	Eaton Vance Management	246,685	US$5.1m	-0.22%	no data
0.71%	Dana Investment Advisors Inc	244,138	US$5.1m	-1.33%	0.16%