HFWA · Insider trading · 13F holders · Congress trades
Heritage Financial Corp (HFWA)
Who is buying and selling HFWA: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $944K
- Congress trades, 12 months
- 0
HFWA at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 5 HFWA insiders filed 5 sales worth $944K on SEC Form 4, and no open-market purchases.
- 6 13F filers hold HFWA among their 50 largest positions, worth $55.9M combined. The biggest bets by portfolio weight are Rhino Investment Partners, Inc (3.3%), Algebris (UK) Ltd (0.9%) and Basswood Capital Management, L.l.c. (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in HFWA.
- HFWA last closed at $28.91 on Oct 29, 2026.
HFWA insider trading
Between Aug 1, 2026 and Oct 29, 2026, 5 HFWA insiders filed 5 sales worth $944K on SEC Form 4, and no open-market purchases.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Sep 15, 2026 | Rivera Frederick B | Director | Sale | 1,300 | $28.57 | $37K | SEC |
| Sep 3, 2026 | Charneski Brian | Director | Sale | 13,675 | $29.18 | $399K | SEC |
| Aug 13, 2026 | Ray Matthew T. | EVP Chief Lending Officer | Sale | 3,692 | $30.10 | $111K | SEC |
| Aug 5, 2026 | Lyon Jeffrey S | Director | Sale | 10,000 | $30.00 | $300K | SEC |
| Aug 5, 2026 | Chalfant Tony | EVP Chief Credit Officer | Sale | 3,234 | $29.92 | $97K | SEC |
Who owns HFWA? Hedge funds and superinvestors
6 13F filers hold HFWA among their 50 largest positions, worth $55.9M combined. The biggest bets by portfolio weight are Rhino Investment Partners, Inc (3.3%), Algebris (UK) Ltd (0.9%) and Basswood Capital Management, L.l.c. (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Basswood Capital Management, L.l.c.Hedge fund | 0.9% | $20.4M | 689,010 | -1.4% shares | Q2 2026 |
| Algebris (UK) LtdHedge fund | 0.9% | $13.9M | 469,403 | -9.5% shares | Q2 2026 |
| Rhino Investment Partners, IncHedge fund | 3.3% | $11.1M | 373,459 | +13.0% shares | Q2 2026 |
| Kiley Juergens Wealth Management, LLCWealth manager | 0.8% | $5.2M | 175,064 | +0.0% shares | Q2 2026 |
| Martin & Co Inc /tn/Investment manager | 0.6% | $4.0M | 136,107 | -1.3% shares | Q2 2026 |
| Pacific Asset Management, LLCWealth manager | 0.7% | $1.4M | 49,050 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 5). Screen HFWA in the grand portfolio →
HFWA stock trades by members of Congress
No member of Congress has disclosed a trade in HFWA.
HFWA questions and answers
Are insiders buying HFWA stock?
Between Aug 1, 2026 and Oct 29, 2026, 5 HFWA insiders filed 5 sales worth $944K on SEC Form 4, and no open-market purchases.
Which hedge funds own HFWA?
6 13F filers hold HFWA among their 50 largest positions, worth $55.9M combined. The biggest bets by portfolio weight are Rhino Investment Partners, Inc (3.3%), Algebris (UK) Ltd (0.9%) and Basswood Capital Management, L.l.c. (0.9%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded HFWA?
No member of Congress has disclosed a trade in HFWA.
Who is the largest holder of HFWA?
Among 13F filers, Basswood Capital Management, L.l.c. reports the largest HFWA position, $20.4M (689,010 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Rhino Investment Partners, Inc's: 3.3% of its portfolio.
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