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Nasdaq · USD

HFWA

HERITAGE FINANCIAL CORP /WA/

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Tapewire entity
1370
SEC CIK
0001046025
Parsed reports
580

Last 12 months

Inside the activity.

1 purchase rows · 12 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202510
Dec 202500
Jan 202601
Feb 202602
Mar 202600
Apr 202600
May 202602
Jun 202601
Jul 202601
Aug 202603
Sep 202602
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Deuel Jeffrey JDirector · CEO
Tax withholdingCommon Stock 1,282 $25.46 $32,639.72
Disclosure

SEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · nonDerivative · entry 5

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,427

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Deuel Jeffrey JDirector · CEO
Exercise / conversionCommon Stock 1,132 $25.46 $28,820.72
Disclosure

SEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · nonDerivative · entry 4

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,709

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Deuel Jeffrey JDirector · CEO
Exercise / conversionCommon Stock 2,190 $25.46 $55,757.40
Disclosure

SEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · nonDerivative · entry 3

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,577

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Deuel Jeffrey JDirector · CEO
Exercise / conversionCommon Stock 2,313 $25.46 $58,888.98
Disclosure

SEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · nonDerivative · entry 2

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,387

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Deuel Jeffrey JDirector · CEO
Exercise / conversionCommon Stock 944 $25.46 $24,034.24
Disclosure

SEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · nonDerivative · entry 1

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,074

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 528 $25.46 Strike: $0.00 $13,442.88
Disclosure

SEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · derivative · entry 7

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,069

Underlying: Common Stock · 528 shares

Expires 2024-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 588 $25.46 Strike: $0.00 $14,970.48
Disclosure

SEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · derivative · entry 6

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 588

Underlying: Common Stock · 588 shares

Expires 2023-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 518 $25.46 Strike: $0.00 $13,188.28
Disclosure

SEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · derivative · entry 5

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 518 shares

Expires 2022-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Henning Thomas JEVP Chief Risk Officer
Tax withholdingCommon Stock 301 $25.46 $7,663.46
Disclosure

SEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · nonDerivative · entry 4

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,851

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 528 $25.46 $13,442.88
Disclosure

SEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · nonDerivative · entry 3

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,152

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 588 $25.46 $14,970.48
Disclosure

SEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · nonDerivative · entry 2

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,624

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:32 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 518 $25.46 $13,188.28
Disclosure

SEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · nonDerivative · entry 1

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,036

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:31 UTC
Robison Sabrina CSVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 462 $25.46 Strike: $0.00 $11,762.52
Disclosure

SEC source: 0001046025-22-000047 · wf-form4_164746989301001.xml · derivative · entry 7

Robison Sabrina C · CIK 0001674228 · SVP Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 936

Underlying: Common Stock · 462 shares

Expires 2024-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:31 UTC
Robison Sabrina CSVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 515 $25.46 Strike: $0.00 $13,111.90
Disclosure

SEC source: 0001046025-22-000047 · wf-form4_164746989301001.xml · derivative · entry 6

Robison Sabrina C · CIK 0001674228 · SVP Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 515

Underlying: Common Stock · 515 shares

Expires 2023-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:31 UTC
Robison Sabrina CSVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 467 $25.46 Strike: $0.00 $11,889.82
Disclosure

SEC source: 0001046025-22-000047 · wf-form4_164746989301001.xml · derivative · entry 5

Robison Sabrina C · CIK 0001674228 · SVP Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 467 shares

Expires 2022-03-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:31 UTC
Robison Sabrina CSVP Chief HR Officer
Tax withholdingCommon Stock 305 $25.46 $7,765.30
Disclosure

SEC source: 0001046025-22-000047 · wf-form4_164746989301001.xml · nonDerivative · entry 4

Robison Sabrina C · CIK 0001674228 · SVP Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,287

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:31 UTC
Robison Sabrina CSVP Chief HR Officer
Exercise / conversionCommon Stock 462 $25.46 $11,762.52
Disclosure

SEC source: 0001046025-22-000047 · wf-form4_164746989301001.xml · nonDerivative · entry 3

Robison Sabrina C · CIK 0001674228 · SVP Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,592

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:31 UTC
Robison Sabrina CSVP Chief HR Officer
Exercise / conversionCommon Stock 515 $25.46 $13,111.90
Disclosure

SEC source: 0001046025-22-000047 · wf-form4_164746989301001.xml · nonDerivative · entry 2

Robison Sabrina C · CIK 0001674228 · SVP Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,130

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 22:31 UTC
Robison Sabrina CSVP Chief HR Officer
Exercise / conversionCommon Stock 467 $25.46 $11,889.82
Disclosure

SEC source: 0001046025-22-000047 · wf-form4_164746989301001.xml · nonDerivative · entry 1

Robison Sabrina C · CIK 0001674228 · SVP Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,615

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:05 UTC
Chalfant TonyEVP Chief Credit Officer
GrantPerformance Share Units · Derivative 1,751 $25.87 Strike: $0.00 $45,298.37
Disclosure

SEC source: 0001046025-22-000028 · wf-form4_164574389805492.xml · derivative · entry 2

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,751

Underlying: Common Stock · 1,751 shares

Expires 2025-03-15

F3 · security: PSU Grant 2022

F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:05 UTC
Chalfant TonyEVP Chief Credit Officer
GrantRestricted Stock Units · Derivative 1,751 $25.87 Strike: $0.00 $45,298.37
Disclosure

SEC source: 0001046025-22-000028 · wf-form4_164574389805492.xml · derivative · entry 1

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,751

Underlying: Common Stock · 1,751 shares

Expires 2025-03-15

F1 · security: RSU Grant 2022

F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:06 UTC
Glasby WilliamEVP Chief Information Officer
GrantRestricted Stock Units · Derivative 2,938 $25.87 Strike: $0.00 $76,006.06
Disclosure

SEC source: 0001046025-22-000030 · wf-form4_164574398343587.xml · derivative · entry 1

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,938

Underlying: Common Stock · 2,938 shares

Expires 2025-03-15

F1 · security: RSU Grant 2022

F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:04 UTC
Hirman Cindy MEVP Chief Banking Officer
GrantPerformance Share Units · Derivative 1,617 $25.87 Strike: $0.00 $41,831.79
Disclosure

SEC source: 0001046025-22-000027 · wf-form4_164574385272535.xml · derivative · entry 2

Huntley Cindy M · CIK 0001640816 · EVP Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,617

Underlying: Common Stock · 1,617 shares

Expires 2025-03-15

F3 · security: PSU Grant 2022

F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:04 UTC
Hirman Cindy MEVP Chief Banking Officer
GrantRestricted Stock Units · Derivative 1,617 $25.87 Strike: $0.00 $41,831.79
Disclosure

SEC source: 0001046025-22-000027 · wf-form4_164574385272535.xml · derivative · entry 1

Huntley Cindy M · CIK 0001640816 · EVP Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,617

Underlying: Common Stock · 1,617 shares

Expires 2025-03-15

F1 · security: RSU Grant 2022

F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:06 UTC
Henning Thomas JEVP Chief Risk Officer
GrantRestricted Stock Units · Derivative 3,077 $25.87 Strike: $0.00 $79,601.99
Disclosure

SEC source: 0001046025-22-000029 · wf-form4_164574396265568.xml · derivative · entry 1

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,077

Underlying: Common Stock · 3,077 shares

Expires 2025-03-15

F1 · security: RSU Grant 2022

F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:04 UTC
Deuel Jeffrey JDirector · CEO
GrantPerformance Share Units · Derivative 7,306 $25.87 Strike: $0.00 $189,006.22
Disclosure

SEC source: 0001046025-22-000026 · wf-form4_164574382264576.xml · derivative · entry 2

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,306

Underlying: Common Stock · 7,306 shares

Expires 2025-03-15

F3 · security: PSU Grant 2022

F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:04 UTC
Deuel Jeffrey JDirector · CEO
GrantRestricted Stock Units · Derivative 7,306 $25.87 Strike: $0.00 $189,006.22
Disclosure

SEC source: 0001046025-22-000026 · wf-form4_164574382264576.xml · derivative · entry 1

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,306

Underlying: Common Stock · 7,306 shares

Expires 2025-03-15

F1 · security: RSU Grant 2022

F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:03 UTC
Hinson DonaldEVPand Chief Financial Officer
GrantPerformance Share Units · Derivative 2,029 $25.87 Strike: $0.00 $52,490.23
Disclosure

SEC source: 0001046025-22-000025 · wf-form4_164574379050282.xml · derivative · entry 2

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,029

Underlying: Common Stock · 2,029 shares

Expires 2025-03-15

F3 · security: PSU Grant 2022

F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:03 UTC
Hinson DonaldEVPand Chief Financial Officer
GrantRestricted Stock Units · Derivative 2,029 $25.87 Strike: $0.00 $52,490.23
Disclosure

SEC source: 0001046025-22-000025 · wf-form4_164574379050282.xml · derivative · entry 1

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,029

Underlying: Common Stock · 2,029 shares

Expires 2025-03-15

F1 · security: RSU Grant 2022

F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:03 UTC
McDonald BryanPresident and COO
GrantPerformance Share Units · Derivative 2,761 $25.87 Strike: $0.00 $71,427.07
Disclosure

SEC source: 0001046025-22-000024 · wf-form4_164574376234544.xml · derivative · entry 2

McDonald Bryan · CIK 0001500101 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,761

Underlying: Common Stock · 2,761 shares

Expires 2025-03-15

F3 · security: PSU Grant 2022

F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:03 UTC
McDonald BryanPresident and COO
GrantRestricted Stock Units · Derivative 2,761 $25.87 Strike: $0.00 $71,427.07
Disclosure

SEC source: 0001046025-22-000024 · wf-form4_164574376234544.xml · derivative · entry 1

McDonald Bryan · CIK 0001500101 · President and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,761

Underlying: Common Stock · 2,761 shares

Expires 2025-03-15

F1 · security: RSU Grant 2022

F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.

Read SEC document
February 22, 2022 Filed Feb 24, 2022 23:02 UTC
Robison Sabrina CSVP Chief HR Officer
GrantRestricted Stock Units · Derivative 2,618 $25.87 Strike: $0.00 $67,727.66
Disclosure

SEC source: 0001046025-22-000023 · wf-form4_164574373670402.xml · derivative · entry 1

Robison Sabrina C · CIK 0001674228 · SVP Chief HR Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,618

Underlying: Common Stock · 2,618 shares

Expires 2025-03-15

F1 · security: RSU Grant 2022

F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.

Read SEC document
December 15, 2021 Filed Dec 16, 2021 19:48 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 265 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001046025-21-000173 · wf-form4_163968406662518.xml · derivative · entry 3

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,118

Underlying: Common Stock · 265 shares

Expires 2029-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 15, 2021 Filed Dec 16, 2021 19:48 UTC
Glasby WilliamEVP Chief Information Officer
Tax withholdingCommon Stock 48 $0.00 $0.00
Disclosure

SEC source: 0001046025-21-000173 · wf-form4_163968406662518.xml · nonDerivative · entry 2

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,064

Read SEC document
December 15, 2021 Filed Dec 16, 2021 19:48 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionCommon Stock 265 $0.00 $0.00
Disclosure

SEC source: 0001046025-21-000173 · wf-form4_163968406662518.xml · nonDerivative · entry 1

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,112

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 15, 2021 Filed Dec 16, 2021 19:47 UTC
Hirman Cindy MEVP Chief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 331 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001046025-21-000172 · wf-form4_163968405059350.xml · derivative · entry 3

Huntley Cindy M · CIK 0001640816 · EVP Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,986

Underlying: Common Stock · 331 shares

Expires 2027-12-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 15, 2021 Filed Dec 16, 2021 19:47 UTC
Hirman Cindy MEVP Chief Banking Officer
Tax withholdingCommon Stock 60 $0.00 $0.00
Disclosure

SEC source: 0001046025-21-000172 · wf-form4_163968405059350.xml · nonDerivative · entry 2

Huntley Cindy M · CIK 0001640816 · EVP Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,218

Read SEC document
December 15, 2021 Filed Dec 16, 2021 19:47 UTC
Hirman Cindy MEVP Chief Banking Officer
Exercise / conversionCommon Stock 331 $0.00 $0.00
Disclosure

SEC source: 0001046025-21-000172 · wf-form4_163968405059350.xml · nonDerivative · entry 1

Huntley Cindy M · CIK 0001640816 · EVP Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,278

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 02, 2021 Filed Dec 3, 2021 00:16 UTC
Hirman Cindy MEVP Chief Banking Officer
GiftCommon Stock 539 $0.00 $0.00
Disclosure

SEC source: 0001046025-21-000169 · wf-form4_163849058380612.xml · nonDerivative · entry 2

Huntley Cindy M · CIK 0001640816 · EVP Chief Banking Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,947

F1 · shares: Transfer of shares from a UTMA Custodial ownership.

Read SEC document
July 23, 2021 Filed Jul 26, 2021 23:05 UTC
Gahler Steven AEVP Chief Marketing Officer
Disposition to issuerRestricted Stock Units · Derivative 622 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001046025-21-000151 · wf-form4_162734072724905.xml · derivative · entry 4

Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 622 shares

Expires 2022-09-15

F1 · shares: The reporting persons resignation triggered cancellation of Restricted Stock Units.

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July 23, 2021 Filed Jul 26, 2021 23:05 UTC
Gahler Steven AEVP Chief Marketing Officer
Disposition to issuerRestricted Stock Units · Derivative 1,451 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001046025-21-000151 · wf-form4_162734072724905.xml · derivative · entry 3

Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,451 shares

Expires 2024-03-15

F1 · shares: The reporting persons resignation triggered cancellation of Restricted Stock Units.

Read SEC document
July 23, 2021 Filed Jul 26, 2021 23:05 UTC
Gahler Steven AEVP Chief Marketing Officer
Disposition to issuerRestricted Stock Units · Derivative 312 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001046025-21-000151 · wf-form4_162734072724905.xml · derivative · entry 2

Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 312 shares

Expires 2023-03-15

F1 · shares: The reporting persons resignation triggered cancellation of Restricted Stock Units.

Read SEC document
June 23, 2021 Filed Jun 24, 2021 16:17 UTC GrantRestricted Stock Units · Derivative 1,713 $24.81 Strike: $0.00 $42,499.53
Disclosure

SEC source: 0001046025-21-000139 · wf-form4_162455145656899.xml · derivative · entry 1

CHARNESKI BRIAN · CIK 0001219965 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,713

Underlying: Common Stock · 1,713 shares

Expires 2022-05-03

Read SEC document
June 23, 2021 Filed Jun 24, 2021 16:17 UTC GrantRestricted Stock Units · Derivative 1,713 $24.81 Strike: $0.00 $42,499.53
Disclosure

SEC source: 0001046025-21-000138 · wf-form4_162455143786719.xml · derivative · entry 1

VANCE BRIAN L · CIK 0001219983 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,713

Underlying: Common Stock · 1,713 shares

Expires 2022-05-03

Read SEC document
June 23, 2021 Filed Jun 24, 2021 16:17 UTC GrantRestricted Stock Units · Derivative 1,713 $24.81 Strike: $0.00 $42,499.53
Disclosure

SEC source: 0001046025-21-000137 · wf-form4_162455141949366.xml · derivative · entry 1

MILLER GRAGG E · CIK 0001454863 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,713

Underlying: Common Stock · 1,713 shares

Expires 2022-05-03

Read SEC document
June 23, 2021 Filed Jun 24, 2021 16:16 UTC GrantRestricted Stock Units · Derivative 1,713 $24.81 Strike: $0.00 $42,499.53
Disclosure

SEC source: 0001046025-21-000136 · wf-form4_162455139693443.xml · derivative · entry 1

LYON JEFFREY S · CIK 0001219977 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,713

Underlying: Common Stock · 1,713 shares

Expires 2022-05-03

Read SEC document
June 23, 2021 Filed Jun 24, 2021 16:16 UTC GrantRestricted Stock Units · Derivative 1,713 $24.81 Strike: $0.00 $42,499.53
Disclosure

SEC source: 0001046025-21-000135 · wf-form4_162455137289183.xml · derivative · entry 1

PICKERING ANTHONY · CIK 0001232272 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,713

Underlying: Common Stock · 1,713 shares

Expires 2022-05-03

Read SEC document
June 23, 2021 Filed Jun 24, 2021 16:16 UTC GrantRestricted Stock Units · Derivative 1,713 $24.81 Strike: $0.00 $42,499.53
Disclosure

SEC source: 0001046025-21-000134 · wf-form4_162455130428564.xml · derivative · entry 1

Ellwanger Kimberly T · CIK 0001360994 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,713

Underlying: Common Stock · 1,713 shares

Expires 2022-05-03

Read SEC document
June 23, 2021 Filed Jun 24, 2021 16:15 UTC
Watson AnnDirector
GrantRestricted Stock Units · Derivative 1,713 $24.81 Strike: $0.00 $42,499.53
Disclosure

SEC source: 0001046025-21-000133 · wf-form4_162455128472174.xml · derivative · entry 1

Watson Ann · CIK 0001561988 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,713

Underlying: Common Stock · 1,713 shares

Expires 2022-05-03

Read SEC document
June 23, 2021 Filed Jun 24, 2021 16:00 UTC GrantRestricted Stock Units · Derivative 1,713 $24.81 Strike: $0.00 $42,499.53
Disclosure

SEC source: 0001046025-21-000132 · wf-form4_162455041059146.xml · derivative · entry 1

Gavin Deborah J · CIK 0001571205 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,713

Underlying: Common Stock · 1,713 shares

Expires 2022-05-03

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.