Tapewire

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
June 15, 2026 Filed Jun 15, 2026 22:57 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionCommon Stock 576 $28.44 $16,381.44
Disclosure

SEC source: 0001628280-26-043364 · wk-form4_1781564246.xml · nonDerivative · entry 1

Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,029

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
June 09, 2026 Filed Jun 10, 2026 18:08 UTC
Hinson DonaldEVPand Chief Financial Officer
SaleCommon Stock 3,842 $28.37 $109,012.52
Disclosure

SEC source: 0001628280-26-042137 · wk-form4_1781114906.xml · nonDerivative · entry 1

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,241

Read SEC document
May 01, 2026 Filed May 4, 2026 18:42 UTC
Robison Sabrina CEVP Chief HR Officer
SaleCommon Stock 4,723.991 $27.61 $130,429.39
Disclosure

SEC source: 0001628280-26-029734 · wk-form4_1777920164.xml · nonDerivative · entry 2

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · 401(K) Plan

Disclosed balance after: 0

Read SEC document
May 01, 2026 Filed May 4, 2026 18:42 UTC
Robison Sabrina CEVP Chief HR Officer
SaleCommon Stock 716 $27.51 $19,697.16
Disclosure

SEC source: 0001628280-26-029734 · wk-form4_1777920164.xml · nonDerivative · entry 1

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,931

Read SEC document
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionRestricted Stock Units · Derivative 2,218 $27.61 Strike: $0.00 $61,238.98
Disclosure

SEC source: 0001628280-26-029631 · wk-form4_1777911410.xml · derivative · entry 2

Dryer Trevor D. · CIK 0001903904 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionCommon Stock 2,218 $27.61 $61,238.98
Disclosure

SEC source: 0001628280-26-029631 · wk-form4_1777911410.xml · nonDerivative · entry 1

Dryer Trevor D. · CIK 0001903904 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,977

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionRestricted Stock Units · Derivative 2,218 $27.61 Strike: $0.00 $61,238.98
Disclosure

SEC source: 0001628280-26-029630 · wk-form4_1777911402.xml · derivative · entry 2

LYON JEFFREY S · CIK 0001219977 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionCommon Stock 2,218 $27.61 $61,238.98
Disclosure

SEC source: 0001628280-26-029630 · wk-form4_1777911402.xml · nonDerivative · entry 1

LYON JEFFREY S · CIK 0001219977 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,719

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
May 01, 2026 Filed May 4, 2026 16:16 UTC
Watson AnnDirector
Exercise / conversionRestricted Stock Units · Derivative 2,218 $27.61 Strike: $0.00 $61,238.98
Disclosure

SEC source: 0001628280-26-029629 · wk-form4_1777911396.xml · derivative · entry 2

Watson Ann · CIK 0001561988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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
May 01, 2026 Filed May 4, 2026 16:16 UTC
Watson AnnDirector
Exercise / conversionCommon Stock 2,218 $27.61 $61,238.98
Disclosure

SEC source: 0001628280-26-029629 · wk-form4_1777911396.xml · nonDerivative · entry 1

Watson Ann · CIK 0001561988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,121

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionRestricted Stock Units · Derivative 2,218 $27.61 Strike: $0.00 $61,238.98
Disclosure

SEC source: 0001628280-26-029628 · wk-form4_1777911390.xml · derivative · entry 2

CHARNESKI BRIAN · CIK 0001219965 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionCommon Stock 2,218 $27.61 $61,238.98
Disclosure

SEC source: 0001628280-26-029628 · wk-form4_1777911390.xml · nonDerivative · entry 1

CHARNESKI BRIAN · CIK 0001219965 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,709

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionRestricted Stock Units · Derivative 2,218 $27.61 Strike: $0.00 $61,238.98
Disclosure

SEC source: 0001628280-26-029627 · wk-form4_1777911383.xml · derivative · entry 2

Giacobbe Gail B. · CIK 0001904319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionCommon Stock 2,218 $27.61 $61,238.98
Disclosure

SEC source: 0001628280-26-029627 · wk-form4_1777911383.xml · nonDerivative · entry 1

Giacobbe Gail B. · CIK 0001904319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,977

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionRestricted Stock Units · Derivative 2,218 $27.61 Strike: $0.00 $61,238.98
Disclosure

SEC source: 0001628280-26-029626 · wk-form4_1777911377.xml · derivative · entry 2

VANCE BRIAN L · CIK 0001219983 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionCommon Stock 2,218 $27.61 $61,238.98
Disclosure

SEC source: 0001628280-26-029626 · wk-form4_1777911377.xml · nonDerivative · entry 1

VANCE BRIAN L · CIK 0001219983 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,342

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionRestricted Stock Units · Derivative 2,218 $27.61 Strike: $0.00 $61,238.98
Disclosure

SEC source: 0001628280-26-029625 · wk-form4_1777911372.xml · derivative · entry 2

Saunders Karen R · CIK 0002051395 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionCommon Stock 2,218 $27.61 $61,238.98
Disclosure

SEC source: 0001628280-26-029625 · wk-form4_1777911372.xml · nonDerivative · entry 1

Saunders Karen R · CIK 0002051395 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,218

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionRestricted Stock Units · Derivative 2,218 $27.61 Strike: $0.00 $61,238.98
Disclosure

SEC source: 0001628280-26-029624 · wk-form4_1777911366.xml · derivative · entry 2

Rivera Frederick B · CIK 0001838045 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionCommon Stock 2,218 $27.61 $61,238.98
Disclosure

SEC source: 0001628280-26-029624 · wk-form4_1777911366.xml · nonDerivative · entry 1

Rivera Frederick B · CIK 0001838045 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,190

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionRestricted Stock Units · Derivative 2,218 $27.61 Strike: $0.00 $61,238.98
Disclosure

SEC source: 0001628280-26-029623 · wk-form4_1777911360.xml · derivative · entry 2

Ellwanger Kimberly T · CIK 0001360994 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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
May 01, 2026 Filed May 4, 2026 16:16 UTC Exercise / conversionCommon Stock 2,218 $27.61 $61,238.98
Disclosure

SEC source: 0001628280-26-029623 · wk-form4_1777911360.xml · nonDerivative · entry 1

Ellwanger Kimberly T · CIK 0001360994 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,037

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 16, 2026 Filed Mar 18, 2026 19:15 UTC
Chalfant TonyEVP Chief Credit Officer
Exercise / conversionRestricted Stock Units · Derivative 992 $24.89 Strike: $0.00 $24,690.88
Disclosure

SEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · derivative · entry 9

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,985

Underlying: Common Stock · 992 shares

Expires 2028-03-15

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.

F5 · security: RSU Grant February 2025

F6 · derivative.exercise_date: Represents award pursuant to 2023 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
March 16, 2026 Filed Mar 18, 2026 19:15 UTC
Chalfant TonyEVP Chief Credit Officer
Exercise / conversionPerformance Share Units · Derivative 176 $24.89 Strike: $0.00 $4,380.64
Disclosure

SEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · derivative · entry 8

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 176 shares

Expires 2028-03-15

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.

F3 · security: PSU 2025

F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:15 UTC
Chalfant TonyEVP Chief Credit Officer
Exercise / conversionRestricted Stock Units · Derivative 733 $24.89 Strike: $0.00 $18,244.37
Disclosure

SEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · derivative · entry 7

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 733 shares

Expires 2026-03-15

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 16, 2026 Filed Mar 18, 2026 19:15 UTC
Chalfant TonyEVP Chief Credit Officer
Exercise / conversionRestricted Stock Units · Derivative 1,227 $24.89 Strike: $0.00 $30,540.03
Disclosure

SEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · derivative · entry 6

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,228

Underlying: Common Stock · 1,227 shares

Expires 2027-03-15

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.

F1 · security: RSU Grant February 2024

F2 · security: Represents award pursuant to 2024 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.

F2 · derivative.exercise_date: Represents award pursuant to 2024 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
March 16, 2026 Filed Mar 18, 2026 19:15 UTC
Chalfant TonyEVP Chief Credit Officer
Tax withholdingCommon Stock 583 $24.89 $14,510.87
Disclosure

SEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · nonDerivative · entry 5

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,415

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:15 UTC
Chalfant TonyEVP Chief Credit Officer
Exercise / conversionCommon Stock 992 $24.89 $24,690.88
Disclosure

SEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · nonDerivative · entry 4

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,998

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 16, 2026 Filed Mar 18, 2026 19:15 UTC
Chalfant TonyEVP Chief Credit Officer
Exercise / conversionCommon Stock 176 $24.89 $4,380.64
Disclosure

SEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · nonDerivative · entry 3

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,006

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 16, 2026 Filed Mar 18, 2026 19:15 UTC
Chalfant TonyEVP Chief Credit Officer
Exercise / conversionCommon Stock 733 $24.89 $18,244.37
Disclosure

SEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · nonDerivative · entry 2

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,830

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 16, 2026 Filed Mar 18, 2026 19:15 UTC
Chalfant TonyEVP Chief Credit Officer
Exercise / conversionCommon Stock 1,227 $24.89 $30,540.03
Disclosure

SEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · nonDerivative · entry 1

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,097

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 16, 2026 Filed Mar 18, 2026 19:23 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 1,345 $24.89 Strike: $0.00 $33,477.05
Disclosure

SEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · derivative · entry 9

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,690

Underlying: Common Stock · 1,345 shares

Expires 2028-03-15

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.

F3 · security: RSU Grant February 2025

F4 · derivative.exercise_date: Represents award pursuant to 2023 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
March 16, 2026 Filed Mar 18, 2026 19:23 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 1,453 $24.89 Strike: $0.00 $36,165.17
Disclosure

SEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · derivative · entry 8

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,453

Underlying: Common Stock · 1,453 shares

Expires 2027-03-15

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.

F1 · security: RSU Grant February 2024

F2 · security: Represents award pursuant to 2024 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.

F2 · derivative.exercise_date: Represents award pursuant to 2024 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
March 16, 2026 Filed Mar 18, 2026 19:23 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 530 $24.89 Strike: $0.00 $13,191.70
Disclosure

SEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · derivative · entry 7

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,714

Underlying: Common Stock · 530 shares

Expires 2033-03-15

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 16, 2026 Filed Mar 18, 2026 19:23 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 490 $24.89 Strike: $0.00 $12,196.10
Disclosure

SEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · derivative · entry 6

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 490 shares

Expires 2026-03-15

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 16, 2026 Filed Mar 18, 2026 19:23 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Tax withholdingCommon Stock 719 $24.89 $17,895.91
Disclosure

SEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · nonDerivative · entry 5

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,877

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:23 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionCommon Stock 1,345 $24.89 $33,477.05
Disclosure

SEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · nonDerivative · entry 4

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,596

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 16, 2026 Filed Mar 18, 2026 19:23 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionCommon Stock 1,453 $24.89 $36,165.17
Disclosure

SEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · nonDerivative · entry 3

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,251

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 16, 2026 Filed Mar 18, 2026 19:23 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionCommon Stock 530 $24.89 $13,191.70
Disclosure

SEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · nonDerivative · entry 2

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,798

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 16, 2026 Filed Mar 18, 2026 19:23 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionCommon Stock 490 $24.89 $12,196.10
Disclosure

SEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · nonDerivative · entry 1

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,268

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 16, 2026 Filed Mar 18, 2026 19:22 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 1,263 $24.89 Strike: $0.00 $31,436.07
Disclosure

SEC source: 0001628280-26-019323 · wk-form4_1773861751.xml · derivative · entry 9

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,527

Underlying: Common Stock · 1,263 shares

Expires 2028-03-15

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.

F3 · security: RSU Grant February 2025

F4 · derivative.exercise_date: Represents award pursuant to 2023 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.

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March 16, 2026 Filed Mar 18, 2026 19:22 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 1,363 $24.89 Strike: $0.00 $33,925.07
Disclosure

SEC source: 0001628280-26-019323 · wk-form4_1773861751.xml · derivative · entry 8

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,363

Underlying: Common Stock · 1,363 shares

Expires 2027-03-15

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.

F1 · security: RSU Grant February 2024

F2 · security: Represents award pursuant to 2024 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.

F2 · derivative.exercise_date: Represents award pursuant to 2024 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.

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March 16, 2026 Filed Mar 18, 2026 19:22 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 265 $24.89 Strike: $0.00 $6,595.85
Disclosure

SEC source: 0001628280-26-019323 · wk-form4_1773861751.xml · derivative · entry 7

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,858

Underlying: Common Stock · 265 shares

Expires 2033-03-15

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 16, 2026 Filed Mar 18, 2026 19:22 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 1,147 $24.89 Strike: $0.00 $28,548.83
Disclosure

SEC source: 0001628280-26-019323 · wk-form4_1773861751.xml · derivative · entry 6

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,147 shares

Expires 2026-03-15

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 16, 2026 Filed Mar 18, 2026 19:22 UTC
Robison Sabrina CEVP Chief HR Officer
Tax withholdingCommon Stock 744 $24.89 $18,518.16
Disclosure

SEC source: 0001628280-26-019323 · wk-form4_1773861751.xml · nonDerivative · entry 5

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,647

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:22 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionCommon Stock 1,263 $24.89 $31,436.07
Disclosure

SEC source: 0001628280-26-019323 · wk-form4_1773861751.xml · nonDerivative · entry 4

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,391

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 16, 2026 Filed Mar 18, 2026 19:22 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionCommon Stock 1,363 $24.89 $33,925.07
Disclosure

SEC source: 0001628280-26-019323 · wk-form4_1773861751.xml · nonDerivative · entry 3

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,128

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 16, 2026 Filed Mar 18, 2026 19:22 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionCommon Stock 265 $24.89 $6,595.85
Disclosure

SEC source: 0001628280-26-019323 · wk-form4_1773861751.xml · nonDerivative · entry 2

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,765

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 16, 2026 Filed Mar 18, 2026 19:22 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionCommon Stock 1,147 $24.89 $28,548.83
Disclosure

SEC source: 0001628280-26-019323 · wk-form4_1773861751.xml · nonDerivative · entry 1

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,500

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 16, 2026 Filed Mar 18, 2026 19:21 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 1,001 $24.89 Strike: $0.00 $24,914.89
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 13

Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,003

Underlying: Common Stock · 1,001 shares

Expires 2028-03-15

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.

F5 · security: RSU Grant February 2025

F6 · derivative.exercise_date: Represents award pursuant to 2023 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

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