HFWA Heritage Financial

• $426K bought by 1 insider
• $1.5M sold by 8 insiders outside a trading plan
• None no planned (10b5-1) sales

1. Insider
   Trade
   Value
   Traded, filed
2. Frederick B Rivera Director
   Sale
   $37K 1,300 shares at $28.57 18% of stake
   Traded Sep 15 Filed Sep 15
   ↗
3. Brian Charneski Director
   Sale
   $399K 13,675 shares at $29.18 100% of stake
   Traded Sep 3 Filed Sep 3
   ↗
4. Matthew T. Ray EVP Chief Lending Officer
   Sale
   $111K 3,692 shares at $30.10 14% of stake
   Traded Aug 13 Filed Aug 13
   ↗
5. Jeffrey S Lyon Director
   Sale
   $300K 10,000 shares at $30.00 20% of stake
   Traded Aug 5 Filed Aug 5
   ↗
6. Tony Chalfant EVP Chief Credit Officer
   Sale
   $97K 3,234 shares at $29.92 14% of stake
   Traded Aug 5 Filed Aug 5
   ↗
7. Kelli Ann Wilson EVP Chief Banking Officer
   Sale
   $112K 3,778 shares at $29.69 55% of stake
   Traded Jul 30 Filed Jul 30
   ↗
8. Donald Hinson CFO
   Sale
   $109K 3,842 shares at $28.37 8.5% of stake
   Traded Jun 9 Filed Jun 10
   ↗
9. Sabrina C Robison EVP Chief HR Officer
   Sale
   $150K 5,440 shares at $27.60
   Traded May 1 Filed May 4
   ↗
10. Tony Chalfant EVP Chief Credit Officer
    Sale
    $129K 4,668 shares at $27.65 19% of stake
    Traded Feb 11 Filed Feb 11
    ↗
11. Frederick B Rivera Director
    Sale
    $47K 1,800 shares at $26.31 27% of stake
    Traded Feb 3 Filed Feb 3
    ↗
12. Kelli Ann Wilson EVP Chief Banking Officer
    Sale
    $50K 1,900 shares at $26.48 34% of stake
    Traded Jan 26 Filed Jan 26
    ↗
13. Bryan McDonald President
    Buy
    $426K 19,106 shares at $22.32 +156% to stake
    Traded Nov 20, 2025 Filed Nov 24, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 69 option exercises and 17 share withholdings for taxes.