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
March 16, 2026 Filed Mar 18, 2026 19:16 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionRestricted Stock Units · Derivative 1,061 $24.89 Strike: $0.00 $26,408.29
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,122

Underlying: Common Stock · 1,061 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 19:16 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionRestricted Stock Units · Derivative 776 $24.89 Strike: $0.00 $19,314.64
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 776 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 19:16 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionRestricted Stock Units · Derivative 155 $24.89 Strike: $0.00 $3,857.95
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · derivative · entry 7

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

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.

F1 · security: RSU Grant Awarded 02/22/2022

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:16 UTC
Curran Amy E.EVP Director Commercial Lend
Tax withholdingCommon Stock 918 $24.89 $22,849.02
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,453

Read SEC document
March 16, 2026 Filed Mar 18, 2026 19:16 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionCommon Stock 1,429 $24.89 $35,567.81
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,371

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 / conversionCommon Stock 1,619 $24.89 $40,296.91
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,942

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 / conversionCommon Stock 1,061 $24.89 $26,408.29
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,323

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 / conversionCommon Stock 776 $24.89 $19,314.64
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,262

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 / conversionCommon Stock 155 $24.89 $3,857.95
Disclosure

SEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,486

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 25, 2026 Filed Feb 27, 2026 20:48 UTC
Chalfant TonyEVP Chief Credit Officer
GrantRestricted Stock Units · Derivative 2,757 $27.54 $75,927.78
Disclosure

SEC source: 0001628280-26-012766 · wk-form4_1772225293.xml · derivative · entry 2

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,757

Underlying: Common Stock · 2,757 shares

Expires 2029-03-15

F4 · security: RSU Grant 2026

F2 · derivative.exercise_price: $0.00

F5 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 20:48 UTC
Chalfant TonyEVP Chief Credit Officer
GrantPerformance Share Units · Derivative 2,757 $27.54 $75,927.78
Disclosure

SEC source: 0001628280-26-012766 · wk-form4_1772225293.xml · derivative · entry 1

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,757

Underlying: Common Stock · 2,757 shares

Expires 2026-03-15

F1 · security: PSU Grant 2026

F2 · derivative.exercise_price: $0.00

F3 · derivative.exercise_date: PSU Grant - 3 year cliff vesting 3/15/2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 21:04 UTC GrantRestricted Stock Units · Derivative 7,081 $27.54 $195,010.74
Disclosure

SEC source: 0001628280-26-012797 · wk-form4_1772226281.xml · derivative · entry 2

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,081

Underlying: Common Stock · 7,081 shares

Expires 2029-03-15

F4 · security: RSU Grant 2026

F2 · derivative.exercise_price: $0.00

F5 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 21:04 UTC GrantPerformance Share Units · Derivative 7,081 $27.54 $195,010.74
Disclosure

SEC source: 0001628280-26-012797 · wk-form4_1772226281.xml · derivative · entry 1

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,081

Underlying: Common Stock · 7,081 shares

Expires 2029-03-15

F1 · security: PSU Grants 2026

F2 · derivative.exercise_price: $0.00

F3 · derivative.exercise_date: PSU Grant - 3 year cliff vesting 3/15/2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 21:01 UTC
Hinson DonaldEVPand Chief Financial Officer
GrantRestricted Stock Units · Derivative 3,269 $27.54 $90,028.26
Disclosure

SEC source: 0001628280-26-012784 · wk-form4_1772226060.xml · derivative · entry 2

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,269

Underlying: Common Stock · 3,269 shares

Expires 2029-03-15

F4 · security: RSU Grant 2026

F2 · derivative.exercise_price: $0.00

F5 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 21:01 UTC
Hinson DonaldEVPand Chief Financial Officer
GrantPerformance Share Units · Derivative 3,269 $27.54 $90,028.26
Disclosure

SEC source: 0001628280-26-012784 · wk-form4_1772226060.xml · derivative · entry 1

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,269

Underlying: Common Stock · 3,269 shares

Expires 2029-03-15

F1 · security: PSU Grant 2026

F2 · derivative.exercise_price: $0.00

F3 · derivative.exercise_date: PSU - 3 year cliff vesting 3/15/2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 20:52 UTC
Glasby WilliamEVP Chief Information Officer
GrantRestricted Stock Units · Derivative 5,538 $27.54 $152,516.52
Disclosure

SEC source: 0001628280-26-012773 · wk-form4_1772225519.xml · derivative · entry 1

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,538

Underlying: Common Stock · 5,538 shares

Expires 2029-03-15

F1 · security: RSU Grant 2026

F2 · derivative.exercise_price: $0.00

F3 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 20:37 UTC
Ray Matthew T.EVP Chief Lending Officer
GrantRestricted Stock Units · Derivative 2,755 $27.54 $75,872.70
Disclosure

SEC source: 0001628280-26-012758 · wk-form4_1772224677.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,755

Underlying: Common Stock · 2,755 shares

Expires 2029-03-15

F4 · security: RSU Grant 2026

F2 · derivative.exercise_price: $0.00

F5 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 20:37 UTC
Ray Matthew T.EVP Chief Lending Officer
GrantPerformance Share Units · Derivative 2,755 $27.54 $75,872.70
Disclosure

SEC source: 0001628280-26-012758 · wk-form4_1772224677.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,755

Underlying: Common Stock · 2,755 shares

Expires 2029-03-15

F1 · security: PSU Grants 2026

F2 · derivative.exercise_price: $0.00

F3 · derivative.exercise_date: PSU Grant - 3 year cliff vesting 03/15/2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 20:34 UTC
Curran Amy E.EVP Director Commercial Lend
GrantRestricted Stock Units · Derivative 5,355 $27.54 $147,476.70
Disclosure

SEC source: 0001628280-26-012755 · wk-form4_1772224435.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,355

Underlying: Common Stock · 5,355 shares

Expires 2029-03-15

F1 · security: RSU Grant 2026

F2 · derivative.exercise_price: $0.00

F3 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 20:28 UTC
Bley Nicholas MEVP Chief Operating Officer
GrantPerformance Share Units · Derivative 3,021 $27.54 $83,198.34
Disclosure

SEC source: 0001628280-26-012750 · wk-form4_1772224118.xml · derivative · entry 2

Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,021

Underlying: Common Stock · 3,021 shares

Expires 2029-03-15

F4 · security: PSU Grant 2026

F2 · derivative.exercise_price: $0.00

F5 · derivative.exercise_date: PSU Grant - 3 year cliff vesting 03/15/2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 20:28 UTC
Bley Nicholas MEVP Chief Operating Officer
GrantRestricted Stock Units · Derivative 3,021 $27.54 $83,198.34
Disclosure

SEC source: 0001628280-26-012750 · wk-form4_1772224118.xml · derivative · entry 1

Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,021

Underlying: Common Stock · 3,021 shares

Expires 2029-03-15

F1 · security: RSU Grant 2026

F2 · derivative.exercise_price: $0.00

F3 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 20:22 UTC
Henning Thomas JEVP Chief Risk Officer
GrantRestricted Stock Units · Derivative 5,225 $27.54 $143,896.50
Disclosure

SEC source: 0001628280-26-012746 · wk-form4_1772223725.xml · derivative · entry 1

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,225

Underlying: Common Stock · 5,225 shares

Expires 2029-03-15

F1 · security: RSU Grant 2026

F2 · derivative.exercise_price: $0.00

F3 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 20:14 UTC
Robison Sabrina CEVP Chief HR Officer
GrantRestricted Stock Units · Derivative 4,860 $27.54 $133,844.40
Disclosure

SEC source: 0001628280-26-012740 · wk-form4_1772223253.xml · derivative · entry 1

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,860

Underlying: Common Stock · 4,860 shares

Expires 2029-03-15

F1 · security: RSU Grant 2026

F2 · derivative.exercise_price: $0.00

F3 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029

Read SEC document
February 25, 2026 Filed Feb 27, 2026 20:18 UTC
Wilson Kelli AnnEVP Chief Banking Officer
GrantRestricted Stock Units · Derivative 5,037 $27.54 $138,718.98
Disclosure

SEC source: 0001628280-26-012742 · wk-form4_1772223509.xml · derivative · entry 1

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,037

Underlying: Common Stock · 5,037 shares

Expires 2029-03-15

F1 · security: RSU Grant 2026

F2 · derivative.exercise_price: $0.00

F3 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029

Read SEC document
February 11, 2026 Filed Feb 11, 2026 21:44 UTC
Chalfant TonyEVP Chief Credit Officer
SaleCommon Stock 4,668 $27.65 $129,064.60
Disclosure

SEC source: 0001628280-26-007334 · wk-form4_1770846287.xml · nonDerivative · entry 1

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,870

Read SEC document
February 03, 2026 Filed Feb 3, 2026 22:49 UTC SaleCommon Stock 1,800 $26.31 $47,349.54
Disclosure

SEC source: 0001628280-26-005121 · wk-form4_1770158960.xml · nonDerivative · entry 1

Rivera Frederick B · CIK 0001838045 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,972

Read SEC document
January 26, 2026 Filed Jan 26, 2026 21:39 UTC
Wilson Kelli AnnEVP Chief Banking Officer
SaleCommon Stock 1,900 $26.48 $50,307.25
Disclosure

SEC source: 0001628280-26-003423 · wk-form4_1769463563.xml · nonDerivative · entry 1

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,778

Read SEC document
December 15, 2025 Filed Dec 16, 2025 17:47 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 832 $25.43 Strike: $0.00 $21,157.76
Disclosure

SEC source: 0001628280-25-057278 · wk-form4_1765907249.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,332

Underlying: Common Stock · 832 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.

F1 · derivative.underlying_shares: Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one fifth over a five 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, 2025 Filed Dec 16, 2025 17:47 UTC
Ray Matthew T.EVP Chief Lending Officer
Tax withholdingCommon Stock 178 $25.43 $4,526.54
Disclosure

SEC source: 0001628280-25-057278 · wk-form4_1765907249.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,660

Read SEC document
December 15, 2025 Filed Dec 16, 2025 17:47 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionCommon Stock 832 $25.43 $21,157.76
Disclosure

SEC source: 0001628280-25-057278 · wk-form4_1765907249.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,838

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, 2025 Filed Dec 16, 2025 17:46 UTC
Bley Nicholas MEVP Chief Operating Officer
Exercise / conversionRestricted Stock Units · Derivative 4,857 $25.43 Strike: $0.00 $123,513.51
Disclosure

SEC source: 0001628280-25-057276 · wk-form4_1765907165.xml · derivative · entry 3

Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,715

Underlying: Common Stock · 4,857 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.

F1 · derivative.expiration_date: Represents stock award pursuant to 2023 Omnibus Equity Plan, shares vest on 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, 2025 Filed Dec 16, 2025 17:46 UTC
Bley Nicholas MEVP Chief Operating Officer
Tax withholdingCommon Stock 1,043 $25.43 $26,523.49
Disclosure

SEC source: 0001628280-25-057276 · wk-form4_1765907165.xml · nonDerivative · entry 2

Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,814

Read SEC document
December 15, 2025 Filed Dec 16, 2025 17:46 UTC
Bley Nicholas MEVP Chief Operating Officer
Exercise / conversionCommon Stock 4,857 $25.43 $123,513.51
Disclosure

SEC source: 0001628280-25-057276 · wk-form4_1765907165.xml · nonDerivative · entry 1

Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,857

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, 2025 Filed Dec 16, 2025 17:45 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 495 $25.43 Strike: $0.00 $12,587.85
Disclosure

SEC source: 0001628280-25-057274 · wk-form4_1765907123.xml · derivative · entry 3

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 991

Underlying: Common Stock · 495 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, 2025 Filed Dec 16, 2025 17:45 UTC
Henning Thomas JEVP Chief Risk Officer
Tax withholdingCommon Stock 79 $25.43 $2,008.97
Disclosure

SEC source: 0001628280-25-057274 · wk-form4_1765907123.xml · nonDerivative · entry 2

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,433

Read SEC document
December 15, 2025 Filed Dec 16, 2025 17:45 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 495 $25.43 $12,587.85
Disclosure

SEC source: 0001628280-25-057274 · wk-form4_1765907123.xml · nonDerivative · entry 1

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,512

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, 2025 Filed Dec 16, 2025 17:44 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 247 $25.43 Strike: $0.00 $6,281.21
Disclosure

SEC source: 0001628280-25-057272 · wk-form4_1765907081.xml · derivative · entry 3

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,734

Underlying: Common Stock · 247 shares

Expires 2032-12-15

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, 2025 Filed Dec 16, 2025 17:44 UTC
Robison Sabrina CEVP Chief HR Officer
Tax withholdingCommon Stock 39 $25.43 $991.77
Disclosure

SEC source: 0001628280-25-057272 · wk-form4_1765907081.xml · nonDerivative · entry 2

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,353

Read SEC document
December 15, 2025 Filed Dec 16, 2025 17:44 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionCommon Stock 247 $25.43 $6,281.21
Disclosure

SEC source: 0001628280-25-057272 · wk-form4_1765907081.xml · nonDerivative · entry 1

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,392

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
December 15, 2025 Filed Dec 16, 2025 17:43 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 265 $25.43 Strike: $0.00 $6,738.95
Disclosure

SEC source: 0001628280-25-057270 · wk-form4_1765907012.xml · derivative · entry 3

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,058

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, 2025 Filed Dec 16, 2025 17:43 UTC
Glasby WilliamEVP Chief Information Officer
Tax withholdingCommon Stock 40 $25.43 $1,017.20
Disclosure

SEC source: 0001628280-25-057270 · wk-form4_1765907012.xml · nonDerivative · entry 2

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,955

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December 15, 2025 Filed Dec 16, 2025 17:43 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionCommon Stock 265 $25.43 $6,738.95
Disclosure

SEC source: 0001628280-25-057270 · wk-form4_1765907012.xml · nonDerivative · entry 1

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,995

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.

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November 20, 2025 Filed Nov 24, 2025 21:57 UTC PurchaseCommon Stock 19,106 $22.32 $426,445.92
Disclosure

SEC source: 0001628280-25-053851 · wk-form4_1764021450.xml · nonDerivative · entry 1

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Indirect · 401(K) Plan

Disclosed balance after: 31,363

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June 18, 2025 Filed Jun 23, 2025 16:45 UTC GrantRestricted Stock Units · Derivative 2,218 $22.55 Strike: $0.00 $50,015.90
Disclosure

SEC source: 0001046025-25-000141 · wk-form4_1750697111.xml · derivative · entry 1

VANCE BRIAN L · CIK 0001219983 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,218

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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June 18, 2025 Filed Jun 23, 2025 16:45 UTC GrantRestricted Stock Units · Derivative 2,218 $22.55 Strike: $0.00 $50,015.90
Disclosure

SEC source: 0001046025-25-000140 · wk-form4_1750697100.xml · derivative · entry 1

LYON JEFFREY S · CIK 0001219977 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,218

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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June 18, 2025 Filed Jun 23, 2025 16:44 UTC GrantRestricted Stock Units · Derivative 2,218 $22.55 Strike: $0.00 $50,015.90
Disclosure

SEC source: 0001046025-25-000139 · wk-form4_1750697089.xml · derivative · entry 1

Rivera Frederick B · CIK 0001838045 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,218

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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June 18, 2025 Filed Jun 23, 2025 16:44 UTC GrantRestricted Stock Units · Derivative 2,218 $22.55 Strike: $0.00 $50,015.90
Disclosure

SEC source: 0001046025-25-000138 · wk-form4_1750697079.xml · derivative · entry 1

Ellwanger Kimberly T · CIK 0001360994 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,218

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

Read SEC document
June 18, 2025 Filed Jun 23, 2025 16:44 UTC GrantRestricted Stock Units · Derivative 2,218 $22.55 Strike: $0.00 $50,015.90
Disclosure

SEC source: 0001046025-25-000137 · wk-form4_1750697069.xml · derivative · entry 1

Giacobbe Gail B. · CIK 0001904319 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,218

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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June 18, 2025 Filed Jun 23, 2025 16:44 UTC GrantRestricted Stock Units · Derivative 2,218 $22.55 Strike: $0.00 $50,015.90
Disclosure

SEC source: 0001046025-25-000136 · wk-form4_1750697059.xml · derivative · entry 1

CHARNESKI BRIAN · CIK 0001219965 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,218

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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June 18, 2025 Filed Jun 23, 2025 16:44 UTC
Watson AnnDirector
GrantRestricted Stock Units · Derivative 2,218 $22.55 Strike: $0.00 $50,015.90
Disclosure

SEC source: 0001046025-25-000135 · wk-form4_1750697049.xml · derivative · entry 1

Watson Ann · CIK 0001561988 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,218

Underlying: Common Stock · 2,218 shares

Expires 2026-05-01

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