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Heritage Financial stock timeline
A year of the price with every insider trade, planned sale, earnings report and material 8-K marked
252 sessions+33.3% to $28.39
Heritage Financial (HFWA) stock rose 33% over the last 252 sessions, to $28.39. On the way it reported 0 quarters, its insiders filed 12 open-market trades and 4 Form 144 notices of planned sales, and the company filed 2 material 8-Ks. Each is marked on the price and listed with what the stock did next.
Each mark, and what followed
| Date | Kind | What | Next session | 5 sessions | 21 sessions |
|---|---|---|---|---|---|
| Sep 15, 2026 | Insider sale | Rivera Frederick B sold $37K | −0.1% (+0.3% vs SPY) | −1.9% (−3.8% vs SPY) | −5.2% (−7.7% vs SPY) |
| Sep 3, 2026 | Insider sale | Charneski Brian sold $399K | 0.0% (−1.0% vs SPY) | −2.8% (−1.9% vs SPY) | −3.8% (−4.6% vs SPY) |
| Aug 13, 2026 | Insider sale | Ray Matthew T. sold $111K | +0.6% (−0.1% vs SPY) | −3.2% (−2.7% vs SPY) | −4.7% (−3.7% vs SPY) |
| Aug 6, 2026 | Form 144 | Form 144: Matthew T. Ray plans to sell $110K | −1.2% (−1.1% vs SPY) | −0.7% (−1.1% vs SPY) | −2.6% (−3.1% vs SPY) |
| Aug 5, 2026 | Form 144 | Form 144: Tony Chalfant plans to sell $97K | −0.9% (−0.7% vs SPY) | −2.5% (−2.4% vs SPY) | −3.5% (−2.7% vs SPY) |
| Aug 5, 2026 | Insider sale | Lyon Jeffrey S sold $300K | −0.9% (−0.7% vs SPY) | −2.5% (−2.4% vs SPY) | −3.5% (−2.7% vs SPY) |
| Aug 5, 2026 | Insider sale | Chalfant Tony sold $97K | −0.9% (−0.7% vs SPY) | −2.5% (−2.4% vs SPY) | −3.5% (−2.7% vs SPY) |
| Aug 4, 2026 | Form 144 | Form 144: Jeffrey S Lyon plans to sell $300K | +1.7% (−0.1% vs SPY) | −1.2% (−3.2% vs SPY) | −4.1% (−4.7% vs SPY) |
| Jul 30, 2026 | Form 144 | Form 144: Kelli A Wilson plans to sell $112K | −1.0% (−2.6% vs SPY) | +1.4% (−4.0% vs SPY) | −3.2% (−8.8% vs SPY) |
| Jul 30, 2026 | Insider sale | Wilson Kelli Ann sold $112K | −1.0% (−2.6% vs SPY) | +1.4% (−4.0% vs SPY) | −3.2% (−8.8% vs SPY) |
| Jun 9, 2026 | Insider sale | Hinson Donald sold $109K | +1.5% (+1.8% vs SPY) | +1.9% (−0.2% vs SPY) | +4.5% (+2.6% vs SPY) |
| May 1, 2026 | Insider sale | Robison Sabrina C sold $150K | +0.3% (0.0% vs SPY) | +0.5% (−1.3% vs SPY) | −0.7% (−6.0% vs SPY) |
| Feb 11, 2026 | Insider sale | Chalfant Tony sold $129K | +0.2% (+0.2% vs SPY) | +1.3% (+2.2% vs SPY) | −10.0% (−6.2% vs SPY) |
| Feb 3, 2026 | Insider sale | Rivera Frederick B sold $47K | +0.3% (+1.1% vs SPY) | +6.1% (+6.3% vs SPY) | −0.4% (+1.1% vs SPY) |
| Feb 2, 2026 | 8-K | Completed acquisition or disposition | +2.4% (+2.0% vs SPY) | +8.8% (+9.0% vs SPY) | +1.5% (+3.3% vs SPY) |
| Jan 26, 2026 | Insider sale | Wilson Kelli Ann sold $50K | −0.9% (−1.4% vs SPY) | −2.0% (−2.4% vs SPY) | +2.9% (+3.2% vs SPY) |
| Dec 19, 2025 | 8-K | Directors and officers: departures, appointments, pay | −3.7% (−4.6% vs SPY) | −5.5% (−7.8% vs SPY) | +1.6% (0.0% vs SPY) |
| Nov 20, 2025 | Insider buy | McDonald Bryan bought $426K | +0.5% (+2.0% vs SPY) | +8.8% (+6.3% vs SPY) | +11.5% (+8.5% vs SPY) |
Insiders’ record here
In the year on the chart, Heritage Financial's insiders reported 1 open-market buy ($426K) and 11 sales ($1.5M). Of the 9 old enough to score, 7 were followed by the stock doing what the trade implied over the next 63 sessions (beating SPY after a buy, lagging it after a sale); the median excess return after a buy was +16.1% and after a sale −2.1%.
Across the whole universe (19,782 scored trades), insider buys beat the market 46% of the time and sales were followed by a lagging stock 61% of the time; buys of $1M or more 39%. Every pattern →
What this kind of 8-K usually did
| Item | 8-Ks | Next session, median | Up next session | 21 sessions, median | Typical size |
|---|---|---|---|---|---|
| 5.02 Directors and officers: departures, appointments, pay | 39,174 | −0.1% | 48% | +0.7% | ±1.4% |
| 2.01 Completed acquisition or disposition | 2,671 | +0.1% | 52% | +1.2% | ±1.6% |
Across every company in the move-odds universe, measured from the close before the filing. Every 8-K item ranked →
Heritage Financial: every quarter → Live insider trades →
Prices are daily closes; filings and trades are as filed with the SEC (Form 4 within two business days of the trade, 8-K within four of the event). Moves after a mark are the stock's close-to-close change and the same for SPY; they describe the record, not what the next one will do. Not investment advice.