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Nasdaq · USD

HFWA

HERITAGE FINANCIAL CORP /WA/

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Tapewire entity
1370
SEC CIK
0001046025
Parsed reports
580

Last 12 months

Inside the activity.

1 purchase rows · 12 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 1,439 $23.77 Strike: $0.00 $34,205.03
Disclosure

SEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · derivative · entry 7

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,440

Underlying: Common Stock · 1,439 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: RSU Grant 2023

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionRestricted Stock Units · Derivative 1,026 $23.77 Strike: $0.00 $24,388.02
Disclosure

SEC source: 0001046025-25-000067 · wk-form4_1742334756.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 · 1,026 shares

Expires 2025-03-15

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 2022

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

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Henning Thomas JEVP Chief Risk Officer
Tax withholdingCommon Stock 883 $23.77 $20,988.91
Disclosure

SEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · nonDerivative · entry 5

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,017

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 1,671 $23.77 $39,719.67
Disclosure

SEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · nonDerivative · entry 4

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,900

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 531 $23.77 $12,621.87
Disclosure

SEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · nonDerivative · entry 3

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,229

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 1,439 $23.77 $34,205.03
Disclosure

SEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · nonDerivative · entry 2

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,698

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Henning Thomas JEVP Chief Risk Officer
Exercise / conversionCommon Stock 1,026 $23.77 $24,388.02
Disclosure

SEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · nonDerivative · entry 1

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,259

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 662 $23.77 Strike: $0.00 $15,735.74
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 13

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 662

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 154 $23.77 Strike: $0.00 $3,660.58
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 12

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 310

Underlying: Common Stock · 154 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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 1,664 $23.77 Strike: $0.00 $39,553.28
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,328

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.

F4 · security: RSU Grant February 2024

F5 · 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.

F5 · 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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 531 $23.77 Strike: $0.00 $12,621.87
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,244

Underlying: Common Stock · 531 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.

F3 · security: RSU Grant 2023

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 710 $23.77 Strike: $0.00 $16,876.70
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 710 shares

Expires 2025-03-15

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionRestricted Stock Units · Derivative 504 $23.77 Strike: $0.00 $11,980.08
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,512

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Tax withholdingCommon Stock 732 $23.77 $17,399.64
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 7

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,006

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionCommon Stock 662 $23.77 $15,735.74
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,738

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionCommon Stock 154 $23.77 $3,660.58
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,076

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionCommon Stock 1,664 $23.77 $39,553.28
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,922

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionCommon Stock 531 $23.77 $12,621.87
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,258

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionCommon Stock 710 $23.77 $16,876.70
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,727

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Ray Matthew T.EVP Chief Lending Officer
Exercise / conversionCommon Stock 504 $23.77 $11,980.08
Disclosure

SEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,017

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 1,362 $23.77 Strike: $0.00 $32,374.74
Disclosure

SEC source: 0001046025-25-000065 · wk-form4_1742334733.xml · derivative · entry 9

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,726

Underlying: Common Stock · 1,362 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.

F4 · security: RSU Grant February 2024

F5 · 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.

F5 · 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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 265 $23.77 Strike: $0.00 $6,299.05
Disclosure

SEC source: 0001046025-25-000065 · wk-form4_1742334733.xml · derivative · entry 8

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,123

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.

F3 · security: RSU Grant 2023

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 1,147 $23.77 Strike: $0.00 $27,264.19
Disclosure

SEC source: 0001046025-25-000065 · wk-form4_1742334733.xml · derivative · entry 7

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,147

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.

F3 · security: RSU Grant 2023

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionRestricted Stock Units · Derivative 873 $23.77 Strike: $0.00 $20,751.21
Disclosure

SEC source: 0001046025-25-000065 · wk-form4_1742334733.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 · 873 shares

Expires 2025-03-15

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 2022

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

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Robison Sabrina CEVP Chief HR Officer
Tax withholdingCommon Stock 749 $23.77 $17,803.73
Disclosure

SEC source: 0001046025-25-000065 · wk-form4_1742334733.xml · nonDerivative · entry 5

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,145

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionCommon Stock 1,362 $23.77 $32,374.74
Disclosure

SEC source: 0001046025-25-000065 · wk-form4_1742334733.xml · nonDerivative · entry 4

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,894

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionCommon Stock 265 $23.77 $6,299.05
Disclosure

SEC source: 0001046025-25-000065 · wk-form4_1742334733.xml · nonDerivative · entry 3

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,532

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionCommon Stock 1,147 $23.77 $27,264.19
Disclosure

SEC source: 0001046025-25-000065 · wk-form4_1742334733.xml · nonDerivative · entry 2

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,267

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Robison Sabrina CEVP Chief HR Officer
Exercise / conversionCommon Stock 873 $23.77 $20,751.21
Disclosure

SEC source: 0001046025-25-000065 · wk-form4_1742334733.xml · nonDerivative · entry 1

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,120

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 1,824 $23.77 Strike: $0.00 $43,356.48
Disclosure

SEC source: 0001046025-25-000064 · wk-form4_1742334723.xml · derivative · entry 9

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,648

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.

F5 · 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.

F6 · security: RSU Grant February 2024

F5 · 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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 302 $23.77 Strike: $0.00 $7,178.54
Disclosure

SEC source: 0001046025-25-000064 · wk-form4_1742334723.xml · derivative · entry 8

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,507

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.

F4 · security: RSU Grant 2020

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 1,571 $23.77 Strike: $0.00 $37,342.67
Disclosure

SEC source: 0001046025-25-000064 · wk-form4_1742334723.xml · derivative · entry 7

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,571

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.

F3 · security: RSU Grant 2023

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionRestricted Stock Units · Derivative 980 $23.77 Strike: $0.00 $23,294.60
Disclosure

SEC source: 0001046025-25-000064 · wk-form4_1742334723.xml · derivative · entry 6

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 980 shares

Expires 2025-03-15

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 2022

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

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Glasby WilliamEVP Chief Information Officer
Tax withholdingCommon Stock 1,160 $23.77 $27,573.20
Disclosure

SEC source: 0001046025-25-000064 · wk-form4_1742334723.xml · nonDerivative · entry 5

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,150

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionCommon Stock 1,824 $23.77 $43,356.48
Disclosure

SEC source: 0001046025-25-000064 · wk-form4_1742334723.xml · nonDerivative · entry 4

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,310

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionCommon Stock 302 $23.77 $7,178.54
Disclosure

SEC source: 0001046025-25-000064 · wk-form4_1742334723.xml · nonDerivative · entry 3

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,486

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
March 17, 2025 Filed Mar 18, 2025 21:52 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionCommon Stock 1,571 $23.77 $37,342.67
Disclosure

SEC source: 0001046025-25-000064 · wk-form4_1742334723.xml · nonDerivative · entry 2

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,184

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 17, 2025 Filed Mar 18, 2025 21:52 UTC
Glasby WilliamEVP Chief Information Officer
Exercise / conversionCommon Stock 980 $23.77 $23,294.60
Disclosure

SEC source: 0001046025-25-000064 · wk-form4_1742334723.xml · nonDerivative · entry 1

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,613

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 17, 2025 Filed Mar 18, 2025 21:51 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 1,453 $23.77 Strike: $0.00 $34,537.81
Disclosure

SEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · derivative · entry 9

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,906

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.

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 17, 2025 Filed Mar 18, 2025 21:51 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 531 $23.77 Strike: $0.00 $12,621.87
Disclosure

SEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · derivative · entry 8

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,244

Underlying: Common Stock · 531 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.

F2 · security: RSU Grant 2023

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 490 $23.77 Strike: $0.00 $11,647.30
Disclosure

SEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · derivative · entry 7

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 490

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.

F2 · security: RSU Grant 2023

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionRestricted Stock Units · Derivative 392 $23.77 Strike: $0.00 $9,317.84
Disclosure

SEC source: 0001046025-25-000063 · wk-form4_1742334712.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 · 392 shares

Expires 2025-03-15

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: Award Date 02/22/22

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March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Tax withholdingCommon Stock 600 $23.77 $14,262.00
Disclosure

SEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · nonDerivative · entry 5

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,204

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionCommon Stock 1,453 $23.77 $34,537.81
Disclosure

SEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · nonDerivative · entry 4

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,804

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 17, 2025 Filed Mar 18, 2025 21:51 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionCommon Stock 531 $23.77 $12,621.87
Disclosure

SEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · nonDerivative · entry 3

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,351

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 17, 2025 Filed Mar 18, 2025 21:51 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionCommon Stock 490 $23.77 $11,647.30
Disclosure

SEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · nonDerivative · entry 2

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,820

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 17, 2025 Filed Mar 18, 2025 21:51 UTC
Wilson Kelli AnnEVP Chief Banking Officer
Exercise / conversionCommon Stock 392 $23.77 $9,317.84
Disclosure

SEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · nonDerivative · entry 1

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,330

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 17, 2025 Filed Mar 18, 2025 21:51 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionRestricted Stock Units · Derivative 1,619 $23.77 Strike: $0.00 $38,483.63
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · derivative · entry 11

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,239

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.

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 17, 2025 Filed Mar 18, 2025 21:51 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionRestricted Stock Units · Derivative 895 $23.77 Strike: $0.00 $21,274.15
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · derivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 895 shares

Expires 2025-03-15

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 17, 2025 Filed Mar 18, 2025 21:51 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionRestricted Stock Units · Derivative 1,061 $23.77 Strike: $0.00 $25,219.97
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · derivative · entry 9

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,183

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.

F2 · security: RSU Grant 2023

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.