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	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
13 Sep 23	BuyUS$83,500	Brian Charneski	Individual	5,000	US$16.70
19 May 23	BuyUS$9,804	Frederick Rivera	Individual	600	US$16.34
04 May 23	BuyUS$79,389	Brian Charneski	Individual	5,000	US$15.88

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
Private Companies	2,892	0.00835%
State or Government	19,691	0.0568%
Individual Insiders	669,474	1.93%
General Public	6,172,391	17.8%
Institutions	27,790,778	80.2%

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

Top Shareholders

Top 25 shareholders own 62.23% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.6%	BlackRock, Inc.	5,072,306	US$91.8m	0.37%	no data
7.72%	The Vanguard Group, Inc.	2,675,478	US$48.4m	4.5%	no data
5.75%	AllianceBernstein L.P.	1,991,278	US$36.0m	-10.1%	0.01%
5%	Dimensional Fund Advisors LP	1,733,722	US$31.4m	5.62%	0.01%
4.66%	State Street Global Advisors, Inc.	1,616,414	US$29.2m	7.05%	no data
2.91%	Charles Schwab Investment Management, Inc.	1,008,656	US$18.2m	0%	no data
2.5%	Goldman Sachs Asset Management, L.P.	865,950	US$15.7m	-8.28%	no data
2.35%	BNY Mellon Asset Management	814,194	US$14.7m	14.3%	no data
2.23%	Geode Capital Management, LLC	773,794	US$14.0m	5.6%	no data
1.52%	Columbia Management Investment Advisers, LLC	526,429	US$9.5m	0.34%	no data
1.34%	Northern Trust Global Investments	464,993	US$8.4m	0.26%	no data
1.29%	Heartland Advisors, Inc.	446,000	US$8.1m	-1.35%	0.43%
1.08%	AQR Capital Management, LLC	373,742	US$6.8m	30%	0.01%
1.02%	Manulife Asset Management	351,847	US$6.4m	15.4%	0.01%
0.95%	Lord, Abbett & Co. LLC	327,838	US$5.9m	21.7%	0.02%
0.89%	Bridgeway Capital Management, LLC	306,702	US$5.5m	5.69%	0.1%
0.85%	Jennison Associates LLC	294,195	US$5.3m	0%	no data
0.8%	Arrowstreet Capital, Limited Partnership	276,946	US$5.0m	47.5%	no data
0.74%	Morgan Stanley, Investment Banking and Brokerage Investments	257,019	US$4.6m	81.4%	no data
0.73%	American Beacon Advisors, Inc.	252,913	US$4.6m	17.4%	0.12%
0.69%	Kiley Juergens Wealth Management, LLC	239,596	US$4.3m	0.73%	1.42%
0.68%	Eaton Vance Management	235,792	US$4.3m	0%	no data
0.67%	Basswood Capital Management, L.L.C.	230,737	US$4.2m	0%	0.28%
0.63%	Schroder Investment Management North America Inc.	219,264	US$4.0m	-59.1%	0.01%
0.61%	Great Lakes Advisors, LLC	211,628	US$3.8m	0%	0.04%