Congress trades
Heritage Financial Corporation (HFWA)
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About Heritage Financial Corporation
from the company's filings and listing, as of Oct 25, 2026- 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 (12 mo)
- 14.4
- Net income per share, as reported (12 mo)
- $1.90
- Dividend yield
- 3.33%
Earnings
6 reported quarters · next on Jan 28, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 22, 2026 | $0.55 | $0.51 | $86.5M | $86.1M | EPS beatRevenue in line |
| Q2 FY2026reported Jul 23, 2026 | $0.57 | $0.45 | $84.1M | $86.3M | EPS beatRevenue miss |
| Q1 FY2026reported Apr 23, 2026 | $0.49 | $0.57 | $77.9M | $80.5M | EPS miss, GAAPRevenue miss |
| Q4 FY2025reported Jan 22, 2026 | $0.66 | $0.57 | $66.3M | $66.1M | EPS beatRevenue in line |
| Q3 FY2025reported Oct 23, 2025 | $0.56 | $0.55 | $65.7M | $66.2M | EPS beat, GAAPRevenue in line |
| Q2 FY2025reported Jul 24, 2025 | $0.53 | $0.50 | $56.5M | $65.3M | 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. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Mar 20, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Bryan D. McDonaldPresident and Chief Executive Officer of Heritage Financial Corporation and Heritage Bank | $611K | $257K | $478K | $1.3M |
| Donald J. HinsonExecutive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank | $439K | $173K | $310K | $922K |
| Tony W. ChalfantExecutive Vice President and Chief Credit Officer of Heritage Financial Corporation and Heritage Bank | $371K | $146K | $280K | $796K |
| Matthew T. RayExecutive Vice President and Chief Lending Officer of Heritage Financial Corporation and Heritage Bank | $372K | $147K | $191K | $711K |
| Nicholas M. BleyExecutive Vice President of Heritage Financial Corporation and Executive Vice President and Chief Operating Officer of Heritage Bank | $408K | $0 | $208K | $616K |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 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 | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| 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 and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
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Congress trades in HFWA
12 disclosures of 12 on record · median 24d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +53.1%After the saleS&P 500 +186.7% · -133.6 pts vs S&P 500 | Apr 7, 2020 | May 13, 2020 | 36d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +7.9%S&P 500 +126.8% · -118.9 pts vs S&P 500 | Feb 11, 2020 | Mar 9, 2020 | 27d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +3.3%After the saleS&P 500 +177.1% · -173.8 pts vs S&P 500 | Jun 3, 2019 | Jul 11, 2019 | 38d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -3.0%S&P 500 +170.7% · -173.7 pts vs S&P 500 | Mar 26, 2019 | Apr 11, 2019 | 16d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -4.1%After the saleS&P 500 +195.3% · -199.4 pts vs S&P 500 | Jan 14, 2019 | Feb 12, 2019 | 29d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -7.8%S&P 500 +185.2% · -193.0 pts vs S&P 500 | Jan 18, 2019 | Feb 12, 2019 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -14.7%After the saleS&P 500 +160.7% · -175.4 pts vs S&P 500 | Oct 2, 2018 | Nov 9, 2018 | 38d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -12.3%S&P 500 +171.1% · -183.4 pts vs S&P 500 | Oct 17, 2018 | Nov 9, 2018 | 23d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -9.7%After the saleS&P 500 +181.5% · -191.2 pts vs S&P 500 | Oct 25, 2018 | Nov 9, 2018 | 15d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -18.8%After the saleS&P 500 +160.3% · -179.1 pts vs S&P 500 | Sep 25, 2018 | Oct 10, 2018 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -10.4%S&P 500 +187.1% · -197.5 pts vs S&P 500 | Nov 30, 2017 | Dec 12, 2017 | 12d |
| Michael T. McCaul | Stock | Sale | $50,001 - $100,000 | +71.6%After the saleS&P 500 +284.0% · -212.4 pts vs S&P 500 | Oct 28, 2014 | Nov 14, 2014 | 17d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in HFWA, filterable by party, chamber, type and account.
Questions
Which members of Congress have traded HFWA?
Ro Khanna and Michael T. McCaul disclosed HFWA transactions in the filings shown here.
How quickly are HFWA trades disclosed?
Congressional disclosures took a median of 24 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 Oct 26, 2026.