Congress trades
Heritage Financial Corporation (HFWA)
About Heritage Financial Corporation
from the company's filings and listing- Exchange
- NASDAQ
- Sector
- Financial Services
- Industry
- Banks - Regional
- Chief executive
- Bryan D. McDonald
- Employees
- 755
- Listed since
- May 7, 1998
- Market value
- $1.2B
- Price to earnings
- 13.4
- Earnings per share
- $1.95
- Dividend yield
- 3.42%
Earnings
6 reported quarters · next on Oct 22, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Jul 23, 2026 | $0.57 | $0.45 | $84.1M | $86.3M | EPS beatRevenue miss |
| Apr 23, 2026 | $0.49 | $0.57 | $77.9M | $80.5M | EPS missRevenue miss |
| Jan 22, 2026 | $0.66 | $0.57 | $66.3M | $66.1M | EPS beatRevenue in line |
| Oct 23, 2025 | $0.56 | $0.55 | $65.7M | $66.2M | EPS beatRevenue in line |
| Jul 24, 2025 | $0.53 | $0.50 | $56.5M | $65.3M | EPS beatRevenue miss |
| Apr 24, 2025 | $0.49 | $0.45 | $57.6M | $61.8M | EPS beatRevenue miss |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Mar 20, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Bryan D. McDonaldPresident and Chief Executive Officer of Heritage Fina | $611K | $257K | $478K | $1.3M |
| Donald J. HinsonExecutive Vice President and Chief Financial Officer o | $439K | $173K | $310K | $922K |
| Tony W. ChalfantExecutive Vice President and Chief Credit Officer of H | $371K | $146K | $280K | $796K |
| Matthew T. RayExecutive Vice President and Chief Lending Officer of | $372K | $147K | $191K | $711K |
| Nicholas M. BleyExecutive Vice President of Heritage Financial Corpora | $408K | $0 | $208K | $616K |
The summary compensation table from the 2025 proxy statement, current executives only. 1 executive who has since left the company is named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| Blackrock, Inc. | $172.1M | 5,811,114 | +4.5% | 14.57% |
| Jennison Associates LLC | $104.8M | 3,538,159 | +10.1% | 8.87% |
| Victory Capital Management Inc | $69.9M | 2,360,915 | -4.4% | 5.92% |
| Dimensional Fund Advisors LP | $60.6M | 2,044,399 | +4.5% | 5.13% |
| State Street Corp | $58.7M | 1,982,257 | +10.3% | 4.97% |
| Vanguard Capital Management LLC | $54.3M | 1,834,712 | -0.7% | 4.60% |
| Geode Capital Management, LLC | $32.7M | 1,103,769 | +18.1% | 2.77% |
| Alliancebernstein L.P. | $29.5M | 1,136,479 | -0.7% | 2.85% |
| Vanguard Portfolio Management LLC | $22.2M | 749,714 | +14.7% | 1.88% |
| Basswood Capital Management, L.L.C. | $20.4M | 689,010 | -1.4% | 1.73% |
| Boston Partners | $20.1M | 677,105 | -1.9% | 1.70% |
| Wellington Management Group LLP | $15.6M | 528,113 | -15.9% | 1.32% |
A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Congress trades in HFWA
12 disclosures of 12 on record · median 25d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +48.7%S&P +188.1% · vs S&P 500 -139.4% | Apr 7, 2020 | May 13, 2020 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +4.8%S&P +127.9% · vs S&P 500 -123.0% | Feb 11, 2020 | Mar 9, 2020 | 27d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +0.3%S&P +178.4% · vs S&P 500 -178.1% | Jun 3, 2019 | Jul 11, 2019 | 38d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -5.8%S&P +172.0% · vs S&P 500 -177.8% | Mar 26, 2019 | Apr 11, 2019 | 16d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -6.8%S&P +196.7% · vs S&P 500 -203.6% | Jan 14, 2019 | Feb 12, 2019 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -10.4%S&P +186.6% · vs S&P 500 -197.0% | Jan 18, 2019 | Feb 12, 2019 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -14.8%S&P +172.4% · vs S&P 500 -187.2% | Oct 17, 2018 | Nov 9, 2018 | 23d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -17.1%S&P +161.9% · vs S&P 500 -179.1% | Oct 2, 2018 | Nov 9, 2018 | 38d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -12.3%S&P +182.9% · vs S&P 500 -195.2% | Oct 25, 2018 | Nov 9, 2018 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -21.1%S&P +161.6% · vs S&P 500 -182.7% | Sep 25, 2018 | Oct 10, 2018 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -13.0%S&P +188.5% · vs S&P 500 -201.5% | Nov 30, 2017 | Dec 12, 2017 | 12d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +66.7%S&P +285.9% · vs S&P 500 -219.2% | Oct 28, 2014 | Nov 14, 2014 | 17d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 9, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Questions
Which members of Congress have traded HFWA?
Ro Khanna, Michael T. McCaul disclosed HFWA transactions in the filings shown here.
How quickly are HFWA trades disclosed?
Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Sep 10, 2026.