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 17, 2025 Filed Mar 18, 2025 21:51 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionRestricted Stock Units · Derivative 776 $23.77 Strike: $0.00 $18,445.52
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · derivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 776

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.

F2 · security: RSU Grant 2023

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 154 $23.77 Strike: $0.00 $3,660.58
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · derivative · entry 7

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

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.

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
SaleCommon Stock 858 $23.77 $20,394.66
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,353

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionCommon Stock 1,619 $23.77 $38,483.63
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,211

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 / conversionCommon Stock 895 $23.77 $21,274.15
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,592

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

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Curran Amy E.EVP Director Commercial Lend
Exercise / conversionCommon Stock 1,061 $23.77 $25,219.97
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,697

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 / conversionCommon Stock 776 $23.77 $18,445.52
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,636

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 / conversionCommon Stock 154 $23.77 $3,660.58
Disclosure

SEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,860

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
Deuel Jeffrey JDirector · CEO
Exercise / conversionPerformance Share Units · Derivative 5,844 $23.77 Strike: $0.00 $138,911.88
Disclosure

SEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · derivative · entry 8

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,844 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.

F4 · shares: Represents 7,306 PSU's granted on 02/2/2022. Total 4,529 PSU's vested represents percentage of Target Payout.

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Deuel Jeffrey JDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 3,915 $23.77 Strike: $0.00 $93,059.55
Disclosure

SEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · derivative · entry 7

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,832

Underlying: Common Stock · 3,915 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
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Deuel Jeffrey JDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 2,339 $23.77 Strike: $0.00 $55,598.03
Disclosure

SEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · derivative · entry 6

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,339

Underlying: Common Stock · 2,339 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.

F1 · security: RSU Grant 2023

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Deuel Jeffrey JDirector · CEO
SaleCommon Stock 7,033 $23.66 $166,386.71
Disclosure

SEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · nonDerivative · entry 5

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,906

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Deuel Jeffrey JDirector · CEO
Tax withholdingCommon Stock 2,196 $23.77 $52,198.92
Disclosure

SEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · nonDerivative · entry 4

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,939

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Deuel Jeffrey JDirector · CEO
Exercise / conversionCommon Stock 5,844 $23.77 $138,911.88
Disclosure

SEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · nonDerivative · entry 3

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,135

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
Deuel Jeffrey JDirector · CEO
Exercise / conversionCommon Stock 3,915 $23.77 $93,059.55
Disclosure

SEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · nonDerivative · entry 2

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,291

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
Deuel Jeffrey JDirector · CEO
Exercise / conversionCommon Stock 2,339 $23.77 $55,598.03
Disclosure

SEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · nonDerivative · entry 1

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,376

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
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionPerformance Share Units · Derivative 1,622 $23.77 Strike: $0.00 $38,554.94
Disclosure

SEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · derivative · entry 10

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,622 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.

F6 · shares: Represents 2029 PSU's granted on 02/22/2022. Total 1,622 PSU's vested represents percentage of Target Payout.

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 1,455 $23.77 Strike: $0.00 $34,585.35
Disclosure

SEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · derivative · entry 9

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,911

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.

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.

F5 · security: RSU Grant February 2024

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
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 850 $23.77 Strike: $0.00 $20,204.50
Disclosure

SEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · derivative · entry 8

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 850

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.

F3 · security: RSU Grant 2023

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionRestricted Stock Units · Derivative 677 $23.77 Strike: $0.00 $16,092.29
Disclosure

SEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · derivative · entry 7

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 677 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 21:51 UTC
Hinson DonaldEVPand Chief Financial Officer
SaleCommon Stock 3,420 $23.59 $80,681.22
Disclosure

SEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 6

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,087

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Hinson DonaldEVPand Chief Financial Officer
Tax withholdingCommon Stock 831 $23.77 $19,752.87
Disclosure

SEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 5

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,507

Read SEC document
March 17, 2025 Filed Mar 18, 2025 21:51 UTC
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionCommon Stock 1,622 $23.77 $38,554.94
Disclosure

SEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 4

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,338

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
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionCommon Stock 1,455 $23.77 $34,585.35
Disclosure

SEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 3

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,716

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
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionCommon Stock 850 $23.77 $20,204.50
Disclosure

SEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 2

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,261

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
Hinson DonaldEVPand Chief Financial Officer
Exercise / conversionCommon Stock 677 $23.77 $16,092.29
Disclosure

SEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 1

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,411

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 19, 2025 17:38 UTC
Deuel Jeffrey JDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 2,436 $23.77 Strike: $0.00 $57,903.72
Disclosure

SEC source: 0001046025-25-000073 · wk-form4_1742405885.xml · derivative · entry 3

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,436 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 19, 2025 17:38 UTC
Deuel Jeffrey JDirector · CEO
Tax withholdingCommon Stock 386 $23.77 $9,175.22
Disclosure

SEC source: 0001046025-25-000073 · wk-form4_1742405885.xml · nonDerivative · entry 2

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,956

Read SEC document
March 17, 2025 Filed Mar 19, 2025 17:38 UTC
Deuel Jeffrey JDirector · CEO
Exercise / conversionCommon Stock 2,436 $23.77 $57,903.72
Disclosure

SEC source: 0001046025-25-000073 · wk-form4_1742405885.xml · nonDerivative · entry 1

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,342

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

Read SEC document
March 17, 2025 Filed Mar 19, 2025 17:38 UTC Exercise / conversionRestricted Stock Units · Derivative 921 $23.77 Strike: $0.00 $21,892.17
Disclosure

SEC source: 0001046025-25-000072 · wk-form4_1742405875.xml · derivative · entry 3

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 921 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 19, 2025 17:38 UTC Tax withholdingCommon Stock 146 $23.77 $3,470.42
Disclosure

SEC source: 0001046025-25-000072 · wk-form4_1742405875.xml · nonDerivative · entry 2

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,063

Read SEC document
March 17, 2025 Filed Mar 19, 2025 17:38 UTC Exercise / conversionCommon Stock 921 $23.77 $21,892.17
Disclosure

SEC source: 0001046025-25-000072 · wk-form4_1742405875.xml · nonDerivative · entry 1

McDonald Bryan · CIK 0001500101 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,209

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, 2025 Filed Feb 27, 2025 18:54 UTC
Chalfant TonyEVP Chief Credit Officer
GrantPerformance Share Units · Derivative 2,977 $24.29 Strike: $0.00 $72,311.33
Disclosure

SEC source: 0001046025-25-000041 · wk-form4_1740682492.xml · derivative · entry 2

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,977

Underlying: Common Stock · 2,977 shares

Expires 2028-03-15

F3 · security: PSU 2025

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

Read SEC document
February 25, 2025 Filed Feb 27, 2025 18:54 UTC
Chalfant TonyEVP Chief Credit Officer
GrantRestricted Stock Units · Derivative 2,977 $24.29 Strike: $0.00 $72,311.33
Disclosure

SEC source: 0001046025-25-000041 · wk-form4_1740682492.xml · derivative · entry 1

Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,977

Underlying: Common Stock · 2,977 shares

Expires 2028-03-15

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
February 25, 2025 Filed Feb 27, 2025 18:55 UTC
Deuel Jeffrey JDirector · CEO
GrantPerformance Share Units · Derivative 9,045 $24.29 Strike: $0.00 $219,703.05
Disclosure

SEC source: 0001046025-25-000044 · wk-form4_1740682525.xml · derivative · entry 2

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,045

Underlying: Common Stock · 9,045 shares

Expires 2028-03-15

F3 · security: PSU 2025

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

Read SEC document
February 25, 2025 Filed Feb 27, 2025 18:55 UTC
Deuel Jeffrey JDirector · CEO
GrantRestricted Stock Units · Derivative 9,045 $24.29 Strike: $0.00 $219,703.05
Disclosure

SEC source: 0001046025-25-000044 · wk-form4_1740682525.xml · derivative · entry 1

Deuel Jeffrey J · CIK 0001485896 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,045

Underlying: Common Stock · 9,045 shares

Expires 2028-03-15

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
February 25, 2025 Filed Feb 27, 2025 18:55 UTC
Glasby WilliamEVP Chief Information Officer
GrantRestricted Stock Units · Derivative 4,784 $24.29 Strike: $0.00 $116,203.36
Disclosure

SEC source: 0001046025-25-000043 · wk-form4_1740682514.xml · derivative · entry 1

Glasby William · CIK 0001719362 · EVP Chief Information Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,784

Underlying: Common Stock · 4,784 shares

Expires 2028-03-15

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
February 25, 2025 Filed Feb 27, 2025 18:55 UTC
McDonald BryanPresident and COO
GrantPerformance Share Units · Derivative 5,232 $24.29 Strike: $0.00 $127,085.28
Disclosure

SEC source: 0001046025-25-000042 · wk-form4_1740682502.xml · derivative · entry 2

McDonald Bryan · CIK 0001500101 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,232

Underlying: Common Stock · 5,232 shares

Expires 2028-03-15

F3 · security: PSU 2025

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

Read SEC document
February 25, 2025 Filed Feb 27, 2025 18:55 UTC
McDonald BryanPresident and COO
GrantRestricted Stock Units · Derivative 5,231 $24.29 Strike: $0.00 $127,060.99
Disclosure

SEC source: 0001046025-25-000042 · wk-form4_1740682502.xml · derivative · entry 1

McDonald Bryan · CIK 0001500101 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,231

Underlying: Common Stock · 5,231 shares

Expires 2028-03-15

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.

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February 25, 2025 Filed Feb 27, 2025 18:54 UTC
Henning Thomas JEVP Chief Risk Officer
GrantRestricted Stock Units · Derivative 4,427 $24.29 Strike: $0.00 $107,531.83
Disclosure

SEC source: 0001046025-25-000040 · wk-form4_1740682480.xml · derivative · entry 1

Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,427

Underlying: Common Stock · 4,427 shares

Expires 2028-03-15

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.

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February 25, 2025 Filed Feb 27, 2025 18:54 UTC
Curran Amy E.EVP Director Commercial Lend
GrantRestricted Stock Units · Derivative 4,289 $24.29 Strike: $0.00 $104,179.81
Disclosure

SEC source: 0001046025-25-000039 · wk-form4_1740682470.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,289

Underlying: Common Stock · 4,289 shares

Expires 2028-03-15

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.

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February 25, 2025 Filed Feb 27, 2025 18:54 UTC
Robison Sabrina CEVP Chief HR Officer
GrantRestricted Stock Units · Derivative 3,790 $24.29 Strike: $0.00 $92,059.10
Disclosure

SEC source: 0001046025-25-000038 · wk-form4_1740682459.xml · derivative · entry 1

Robison Sabrina C · CIK 0001674228 · EVP Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,790

Underlying: Common Stock · 3,790 shares

Expires 2028-03-15

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.

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February 25, 2025 Filed Feb 27, 2025 18:54 UTC
Wilson Kelli AnnEVP Chief Banking Officer
GrantRestricted Stock Units · Derivative 4,035 $24.29 Strike: $0.00 $98,010.15
Disclosure

SEC source: 0001046025-25-000037 · wk-form4_1740682449.xml · derivative · entry 1

Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,035

Underlying: Common Stock · 4,035 shares

Expires 2028-03-15

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
February 25, 2025 Filed Feb 27, 2025 18:54 UTC
Ray Matthew T.EVP Chief Lending Officer
GrantPerformance Share Units · Derivative 3,004 $24.29 Strike: $0.00 $72,967.16
Disclosure

SEC source: 0001046025-25-000036 · wk-form4_1740682439.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,004

Underlying: Common Stock · 3,004 shares

Expires 2028-03-15

F3 · security: PSU 2025

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

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February 25, 2025 Filed Feb 27, 2025 18:54 UTC
Ray Matthew T.EVP Chief Lending Officer
GrantRestricted Stock Units · Derivative 3,004 $24.29 Strike: $0.00 $72,967.16
Disclosure

SEC source: 0001046025-25-000036 · wk-form4_1740682439.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,004

Underlying: Common Stock · 3,004 shares

Expires 2028-03-15

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
February 25, 2025 Filed Feb 27, 2025 18:53 UTC
Hinson DonaldEVPand Chief Financial Officer
GrantPerformance Share Units · Derivative 3,530 $24.29 Strike: $0.00 $85,743.70
Disclosure

SEC source: 0001046025-25-000035 · wk-form4_1740682426.xml · derivative · entry 2

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,530

Underlying: Common Stock · 3,530 shares

Expires 2028-03-15

F3 · security: PSU 2025

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

Read SEC document
February 25, 2025 Filed Feb 27, 2025 18:53 UTC
Hinson DonaldEVPand Chief Financial Officer
GrantRestricted Stock Units · Derivative 3,531 $24.29 Strike: $0.00 $85,767.99
Disclosure

SEC source: 0001046025-25-000035 · wk-form4_1740682426.xml · derivative · entry 1

Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,531

Underlying: Common Stock · 3,531 shares

Expires 2028-03-15

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.

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January 27, 2025 Filed Jan 27, 2025 21:40 UTC SaleCommon Stock 2,700 $25.45 $68,715.00
Disclosure

SEC source: 0001046025-25-000010 · wk-form4_1738014016.xml · nonDerivative · entry 2

Rivera Frederick B · CIK 0001838045 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,844

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January 27, 2025 Filed Jan 27, 2025 21:40 UTC SaleCommon Stock 1,300 $25.39 $33,007.00
Disclosure

SEC source: 0001046025-25-000010 · wk-form4_1738014016.xml · nonDerivative · entry 1

Rivera Frederick B · CIK 0001838045 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,544

Read SEC document
December 18, 2024 Filed Dec 19, 2024 18:55 UTC
Bley Nicholas MEVP Chief Operating Officer
GrantRestricted Stock Units · Derivative 14,572 $24.02 Strike: $0.00 $350,019.44
Disclosure

SEC source: 0001046025-24-000198 · wk-form4_1734634509.xml · derivative · entry 1

Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,572

Underlying: Common Stock · 14,572 shares

Expires 2027-12-15

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.

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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.