Tony Chalfant Heritage Financial Corp (HFWA) insider trading activity

Tony Chalfant is EVP Chief Credit Officer of HERITAGE FINANCIAL CORP . Currently has a direct ownership of 23,353 shares of HFWA, which is worth approximately $555,334. The most recent transaction as insider was on Mar 17, 2025, when has been sold 710 shares (Common Stock) at a price of $23.77 per share, resulting in proceeds of $16,876. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 23.4K

16.07% 3M change

6.65% 12M change

Total Value Held $555,334

Tony Chalfant Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Mar 17 2025	SELL Payment of exercise price or tax liability	$16,876 $23.77 p/Share	710 Reduced 2.95%	23,353 Common Stock
Mar 17 2025	BUY Exercise of conversion of derivative security	$93,748 $23.77 p/Share	3,944 Added 14.08%	24,063 Common Stock
Nov 07 2024	SELL Open market or private sale	$78,837 $26.5 p/Share	2,975 Reduced 12.88%	20,119 Common Stock
Jun 15 2024	SELL Payment of exercise price or tax liability	$1,968 $16.68 p/Share	118 Reduced 0.51%	23,094 Common Stock
Jun 15 2024	BUY Exercise of conversion of derivative security	$21,934 $16.68 p/Share	1,315 Added 5.36%	23,212 Common Stock
Mar 15 2024	SELL Payment of exercise price or tax liability	$7,535 $18.38 p/Share	410 Reduced 1.84%	21,897 Common Stock
Mar 15 2024	BUY Exercise of conversion of derivative security	$36,282 $18.38 p/Share	1,974 Added 8.32%	21,749 Common Stock
Jun 15 2023	SELL Payment of exercise price or tax liability	$3,150 $17.6 p/Share	179 Reduced 0.9%	19,775 Common Stock
Jun 15 2023	BUY Exercise of conversion of derivative security	$23,144 $17.6 p/Share	1,315 Added 6.18%	19,954 Common Stock
Mar 15 2023	SELL Payment of exercise price or tax liability	$7,511 $22.83 p/Share	329 Reduced 1.73%	18,639 Common Stock
Mar 15 2023	BUY Exercise of conversion of derivative security	$10,256 $18.38 p/Share	558 Added 2.44%	22,307 Common Stock
Mar 15 2023	BUY Exercise of conversion of derivative security	$40,249 $22.83 p/Share	1,763 Added 8.5%	18,968 Common Stock
Oct 24 2022	SELL Open market or private sale	$98,031 $31.38 p/Share	3,124 Reduced 16.21%	16,143 Common Stock
Jun 15 2022	SELL Payment of exercise price or tax liability	$6,145 $24.29 p/Share	253 Reduced 1.45%	17,205 Common Stock
Jun 15 2022	BUY Exercise of conversion of derivative security	$31,941 $24.29 p/Share	1,315 Added 7.0%	17,458 Common Stock
Mar 15 2022	SELL Payment of exercise price or tax liability	$8,911 $25.46 p/Share	350 Reduced 1.78%	19,267 Common Stock
Mar 15 2022	BUY Exercise of conversion of derivative security	$46,388 $25.46 p/Share	1,822 Added 8.5%	19,617 Common Stock
Jun 15 2021	SELL Payment of exercise price or tax liability	$7,936 $27.27 p/Share	291 Reduced 1.61%	17,795 Common Stock
Jun 15 2021	BUY Exercise of conversion of derivative security	-	1,315 Added 6.78%	18,086 Common Stock
Apr 29 2021	SELL Open market or private sale	$57,040 $28.52 p/Share	2,000 Reduced 10.65%	16,771 Common Stock
Mar 15 2021	SELL Payment of exercise price or tax liability	$7,682 $29.66 p/Share	259 Reduced 1.36%	18,771 Common Stock
Mar 15 2021	BUY Exercise of conversion of derivative security	$37,965 $29.66 p/Share	1,280 Added 6.3%	19,030 Common Stock
Jan 15 2021	SELL Payment of exercise price or tax liability	$4,204 $25.95 p/Share	162 Reduced 0.9%	17,750 Common Stock
Jan 15 2021	BUY Exercise of conversion of derivative security	-	701 Added 3.77%	17,912 Common Stock

Tony Chalfant

EVP Chief Credit Officer

Olympia, WA

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