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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

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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 16, 2026 Filed Mar 18, 2026 19:21 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 1,664 $24.89 Strike: $0.00 $41,416.96
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,664

Underlying: Common Stock · 1,664 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.

F3 · security: RSU Grant February 2024

F4 · 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.

F4 · 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 19:21 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 530 $24.89 Strike: $0.00 $13,191.70
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 11

Ray Matthew T. · CIK 0001961151 · EVP Chief Lending 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 19:21 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 662 $24.89 Strike: $0.00 $16,477.18
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 662 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 19:21 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 155 $24.89 Strike: $0.00 $3,857.95
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 155

Underlying: Common Stock · 155 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.

F2 · security: RSU award granted 02/22/2022

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 504 $24.89 Strike: $0.00 $12,544.56
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,008

Underlying: Common Stock · 504 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.

F1 · security: RSU award granted 03/01/2018

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:21 UTC
Ray Matthew T.EVP Chief Lending Officer
Tax withholdingCommon Stock 749 $24.89 $18,642.61
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,427

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:21 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionCommon Stock 1,001 $24.89 $24,914.89
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,176

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 / conversionCommon Stock 1,664 $24.89 $41,416.96
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,175

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 / conversionCommon Stock 530 $24.89 $13,191.70
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,511

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 / conversionCommon Stock 662 $24.89 $16,477.18
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,981

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 / conversionCommon Stock 155 $24.89 $3,857.95
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,319

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 / conversionCommon Stock 504 $24.89 $12,544.56
Disclosure

SEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,164

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 19:20 UTC Exercise / conversionRestricted Stock Units · Derivative 1,866 $24.89 Strike: $0.00 $46,444.74
Disclosure

SEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · derivative · entry 9

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,867

Underlying: Common Stock · 1,866 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.

F3 · 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.

F4 · security: RSU Grant February 2024

F3 · 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 19:20 UTC Exercise / conversionPerformance Share Units · Derivative 267 $24.89 Strike: $0.00 $6,645.63
Disclosure

SEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · derivative · entry 8

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 267 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 19:20 UTC Exercise / conversionRestricted Stock Units · Derivative 1,743 $24.89 Strike: $0.00 $43,383.27
Disclosure

SEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · derivative · entry 7

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,488

Underlying: Common Stock · 1,743 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.

F1 · security: RSU Grant February 2025

F2 · 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 19:20 UTC Exercise / conversionRestricted Stock Units · Derivative 1,115 $24.89 Strike: $0.00 $27,752.35
Disclosure

SEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · derivative · entry 6

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,115 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 19:20 UTC Tax withholdingCommon Stock 939 $24.89 $23,371.71
Disclosure

SEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · nonDerivative · entry 5

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,115

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:20 UTC Exercise / conversionCommon Stock 1,866 $24.89 $46,444.74
Disclosure

SEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · nonDerivative · entry 4

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,054

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 19:20 UTC Exercise / conversionCommon Stock 267 $24.89 $6,645.63
Disclosure

SEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · nonDerivative · entry 3

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,188

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 19:20 UTC Exercise / conversionCommon Stock 1,743 $24.89 $43,383.27
Disclosure

SEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · nonDerivative · entry 2

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,921

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 19:20 UTC Exercise / conversionCommon Stock 1,115 $24.89 $27,752.35
Disclosure

SEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · nonDerivative · entry 1

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,178

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 19:18 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 1,475 $24.89 Strike: $0.00 $36,712.75
Disclosure

SEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · derivative · entry 9

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,952

Underlying: Common Stock · 1,475 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 19:18 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 1,671 $24.89 Strike: $0.00 $41,591.19
Disclosure

SEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · derivative · entry 8

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,672

Underlying: Common Stock · 1,671 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 19:18 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 530 $24.89 Strike: $0.00 $13,191.70
Disclosure

SEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · derivative · entry 7

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,062

Underlying: Common Stock · 530 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.

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:18 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 1,440 $24.89 Strike: $0.00 $35,841.60
Disclosure

SEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · derivative · entry 6

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,440 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 19:18 UTC
Henning Thomas JEVP Chief Risk Officer
Tax withholdingCommon Stock 938 $24.89 $23,346.82
Disclosure

SEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · nonDerivative · entry 5

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,611

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:18 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 1,475 $24.89 $36,712.75
Disclosure

SEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · nonDerivative · entry 4

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,549

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 19:18 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 1,671 $24.89 $41,591.19
Disclosure

SEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · nonDerivative · entry 3

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,074

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 16, 2026 Filed Mar 18, 2026 19:18 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 530 $24.89 $13,191.70
Disclosure

SEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · nonDerivative · entry 2

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,403

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 19:18 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 1,440 $24.89 $35,841.60
Disclosure

SEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · nonDerivative · entry 1

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,873

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 19:19 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 1,177 $24.89 Strike: $0.00 $29,295.53
Disclosure

SEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · derivative · entry 9

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,354

Underlying: Common Stock · 1,177 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 19:19 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionPerformance Share Units · Derivative 203 $24.89 Strike: $0.00 $5,052.67
Disclosure

SEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · derivative · entry 8

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 203 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.

F3 · security: PSU Grant 02/22/23

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
March 16, 2026 Filed Mar 18, 2026 19:19 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 1,455 $24.89 Strike: $0.00 $36,214.95
Disclosure

SEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · derivative · entry 7

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,456

Underlying: Common Stock · 1,455 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: 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 · security: RSU Grant February 2024

F1 · 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 19:19 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 850 $24.89 Strike: $0.00 $21,156.50
Disclosure

SEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · derivative · entry 6

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 850 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 19:19 UTC
Hinson DonaldEVPand Chief Financial Officer
Tax withholdingCommon Stock 689 $24.89 $17,149.21
Disclosure

SEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · nonDerivative · entry 5

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,083

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:19 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionCommon Stock 1,177 $24.89 $29,295.53
Disclosure

SEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · nonDerivative · entry 4

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,772

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 19:19 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionCommon Stock 203 $24.89 $5,052.67
Disclosure

SEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · nonDerivative · entry 3

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,595

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 19:19 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionCommon Stock 1,455 $24.89 $36,214.95
Disclosure

SEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · nonDerivative · entry 2

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,392

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 19:19 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionCommon Stock 850 $24.89 $21,156.50
Disclosure

SEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · nonDerivative · entry 1

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,937

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 19:17 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 1,594 $24.89 Strike: $0.00 $39,674.66
Disclosure

SEC source: 0001628280-26-019308 · wk-form4_1773861448.xml · derivative · entry 9

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,190

Underlying: Common Stock · 1,594 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 19:17 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 1,571 $24.89 Strike: $0.00 $39,102.19
Disclosure

SEC source: 0001628280-26-019308 · wk-form4_1773861448.xml · derivative · entry 8

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,571 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 19:17 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 1,824 $24.89 Strike: $0.00 $45,399.36
Disclosure

SEC source: 0001628280-26-019308 · wk-form4_1773861448.xml · derivative · entry 7

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,824

Underlying: Common Stock · 1,824 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: 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 · security: RSU Grant February 2024

F1 · 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 19:17 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 302 $24.89 Strike: $0.00 $7,516.78
Disclosure

SEC source: 0001628280-26-019308 · wk-form4_1773861448.xml · derivative · entry 6

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,205

Underlying: Common Stock · 302 shares

Expires 2030-03-15

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 19:17 UTC
Glasby WilliamEVP Chief Information Officer
Tax withholdingCommon Stock 1,338 $24.89 $33,302.82
Disclosure

SEC source: 0001628280-26-019308 · wk-form4_1773861448.xml · nonDerivative · entry 5

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,908

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:17 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionCommon Stock 1,594 $24.89 $39,674.66
Disclosure

SEC source: 0001628280-26-019308 · wk-form4_1773861448.xml · nonDerivative · entry 4

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,246

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 19:17 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionCommon Stock 1,571 $24.89 $39,102.19
Disclosure

SEC source: 0001628280-26-019308 · wk-form4_1773861448.xml · nonDerivative · entry 3

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,652

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 19:17 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionCommon Stock 1,824 $24.89 $45,399.36
Disclosure

SEC source: 0001628280-26-019308 · wk-form4_1773861448.xml · nonDerivative · entry 2

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,081

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 19:17 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionCommon Stock 302 $24.89 $7,516.78
Disclosure

SEC source: 0001628280-26-019308 · wk-form4_1773861448.xml · nonDerivative · entry 1

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,257

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 19:16 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionRestricted Stock Units · Derivative 1,429 $24.89 Strike: $0.00 $35,567.81
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,860

Underlying: Common Stock · 1,429 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.

F4 · security: RSU Grant February 2025

F5 · 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 19:16 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionRestricted Stock Units · Derivative 1,619 $24.89 Strike: $0.00 $40,296.91
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,620

Underlying: Common Stock · 1,619 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.

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.

F3 · security: RSU Grant February 2024

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

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