Public ownership evidence

Heritage Financial Corp (HFWA) Ownership Disclosures

Read HFWA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Heritage Financial Corp: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-15
Trade date
2026-09-15
Reporting owners
Rivera Frederick B
Code
S
Shares
1,300
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001628280-26-062015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read HFWA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read HFWA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

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2026-09-152026-09-15Rivera Frederick BS1,300Not reported
2026-09-042026-09-03CHARNESKI BRIANS13,675Not reported
2026-08-142026-08-13Ray Matthew T.S3,692Not reported
2026-08-062026-08-05LYON JEFFREY SS10,000Not reported
2026-08-062026-08-05Chalfant TonyS3,234Not reported
2026-07-312026-07-30Wilson Kelli AnnS3,778Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2549,342$1,461,510None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,461,510$49,342,000None
DEPRINCE RACE & ZOLLO INC2026-06-302026-08-2171,815$2,127,161None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2013,193$390,777None
Empowered Funds, LLC2026-06-302026-08-18178,912$5,299,373None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-18626$18,542None
Odyssean, LLC2026-06-302026-08-1531,917$945,382None
SEI INVESTMENTS CO2026-06-302026-08-1532,368$958,740None
SEI INVESTMENTS CO2026-06-302026-08-1519,230$569,680None
Rafferty Asset Management, LLC2026-06-302026-08-1522,075$653,862None
Rhino Investment Partners, Inc2026-06-302026-08-15373,459$11,061,856None
XTX Topco Ltd2026-06-302026-08-1534,519$1,022,453None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15399,435$11,831,265None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15399,435$11,831,265None
OSAIC HOLDINGS, INC.2026-06-302026-08-1572$2,133None
OSAIC HOLDINGS, INC.2026-06-302026-08-15665$19,697None
Squarepoint Ops LLC2026-06-302026-08-157,210$213,560None
MetLife Investment Management, LLC2026-06-302026-08-1524,263$718,670None
State of Tennessee, Department of Treasury2026-06-302026-08-158,026$237,731None
Legal & General Group Plc2026-06-302026-08-1518,993$562,573None
Legal & General Group Plc2026-06-302026-08-157,926$234,768None
Legal & General Group Plc2026-06-302026-08-1563,052$1,867,600None
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC2026-06-302026-08-1536,594$1,083,914None
BASSWOOD CAPITAL MANAGEMENT, L.L.C.2026-06-302026-08-15689,010$20,408,476None
Waverly Advisors, LLC2026-06-302026-08-1517,124$507,213None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-1524,023$711,561None
Atom Investors LP2026-06-302026-08-1515,389$455,822None
Thrivent Financial for Lutherans2026-06-302026-08-1527,067$802,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-153,459$102,103None
AMERIPRISE FINANCIAL INC2026-06-302026-08-157,417$219,692None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1596,639$2,862,447None
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2026-06-302026-08-15264,739$7,841,569None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15150$4,443None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1528$829None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-151$30None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15743$22,008None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15723$21,415None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-158$237None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1575$2,222None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15131,230$3,887,020None
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026-06-302026-08-15308,640$9,141,917None
ROYAL BANK OF CANADA2026-06-302026-08-15810$24,000None
ROYAL BANK OF CANADA2026-06-302026-08-1579,803$2,364,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,250$37,000None
ALLIANCEBERNSTEIN L.P.2026-06-302026-08-151,136,479$29,548,454None
BRIDGEWAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-15301,412$8,927,823None
D. E. Shaw & Co., Inc.2026-06-302026-08-1523,374$692,338None
CITADEL ADVISORS LLC2026-06-302026-08-159,700$287,314Call
Larson Financial Group LLC2026-06-302026-08-15638$18,887None
Jupiter Topco LLC2026-06-302026-08-1515,340$454,217None

90-day public filing window, up to 50 source positions.

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗DEPRINCE RACE & ZOLLO INC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Empowered Funds, LLC ↗PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO ↗Odyssean, LLC ↗SEI INVESTMENTS CO ↗SEI INVESTMENTS CO ↗Rafferty Asset Management, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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