Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HERITAGE FINANCIAL CORP /WA/
Report date May 03, 2023 · Filed May 04, 2023
Section 16 reporting ended · disclosed 2023-05-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,023 |
Reported balance
Holding disclosure · report date 2023-05-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 57,023 |
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 01, 2023 Filed May 1, 2023 23:01 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,808 | $17.41 Strike: $0.00 | $31,477.28 |
DisclosureSEC source: 0001046025-23-000103 · wf-form4_168298204650830.xml · derivative · entry 2 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,808 shares Expires 2023-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2023 Filed May 1, 2023 23:01 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,808 | $17.41 | $31,477.28 |
DisclosureSEC source: 0001046025-23-000103 · wf-form4_168298204650830.xml · nonDerivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,023 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 20, 2022 Filed Jun 21, 2022 17:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,808 | $24.07 Strike: $0.00 | $43,518.56 |
DisclosureSEC source: 0001046025-22-000117 · wf-form4_165583252816302.xml · derivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,808 Underlying: Common Stock · 1,808 shares Expires 2023-05-01 Read SEC document |
| May 03, 2022 Filed May 4, 2022 22:04 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,713 | $24.85 Strike: $0.00 | $42,568.05 |
DisclosureSEC source: 0001046025-22-000097 · wf-form4_165170178952011.xml · derivative · entry 2 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,713 shares Expires 2022-05-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 03, 2022 Filed May 4, 2022 22:04 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,713 | $24.85 | $42,568.05 |
DisclosureSEC source: 0001046025-22-000097 · wf-form4_165170178952011.xml · nonDerivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,215 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 16:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,713 | $24.81 Strike: $0.00 | $42,499.53 |
DisclosureSEC source: 0001046025-21-000135 · wf-form4_162455137289183.xml · derivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,713 Underlying: Common Stock · 1,713 shares Expires 2022-05-03 Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:25 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,991 | $28.42 Strike: $0.00 | $56,584.22 |
DisclosureSEC source: 0001046025-21-000104 · wf-form4_162024629981685.xml · derivative · entry 2 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,991 shares Expires 2021-05-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:25 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,991 | $28.42 | $56,584.22 |
DisclosureSEC source: 0001046025-21-000104 · wf-form4_162024629981685.xml · nonDerivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,502 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2020 Filed Jun 29, 2020 16:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,991 | $18.84 Strike: $0.00 | $37,510.44 |
DisclosureSEC source: 0001046025-20-000154 · wf-form4_159344783440188.xml · derivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,991 Underlying: Common Stock · 1,991 shares Expires 2021-05-04 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:25 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,291 | $19.40 Strike: $0.00 | $25,045.40 |
DisclosureSEC source: 0001046025-20-000119 · wf-form4_158871391388712.xml · derivative · entry 2 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,291 shares Expires 2020-05-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:25 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,291 | $19.40 | $25,045.40 |
DisclosureSEC source: 0001046025-20-000119 · wf-form4_158871391388712.xml · nonDerivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,511 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 20:09 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,291 | $29.05 Strike: $0.00 | $37,503.55 |
DisclosureSEC source: 0001046025-19-000125 · wf-form4_156175253960986.xml · derivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,291 Underlying: Common Stock · 1,291 shares Expires 2020-05-04 Read SEC document |
| May 01, 2019 Filed May 22, 2019 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 968 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-19-000097 · wf-form4_155855283501418.xml · derivative · entry 3 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 968 shares Expires 2019-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2019 Filed May 22, 2019 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-19-000097 · wf-form4_155855283501418.xml · nonDerivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,220 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2018 Filed Jun 27, 2018 23:06 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 968 | $33.60 Strike: $0.00 | $32,524.80 |
DisclosureSEC source: 0001046025-18-000134 · wf-form4_153014075183194.xml · derivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968 Underlying: Common Stock · 968 shares Expires 2019-05-01 Read SEC document |
| May 01, 2018 Filed May 1, 2018 23:03 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,167 | $30.15 Strike: $0.00 | $35,185.05 |
DisclosureSEC source: 0001046025-18-000096 · wf-form4_152521578241334.xml · derivative · entry 2 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,167 shares Expires 2018-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2018 Filed May 1, 2018 23:03 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,167 | $30.15 | $35,185.05 |
DisclosureSEC source: 0001046025-18-000096 · wf-form4_152521578241334.xml · nonDerivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,252 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 |
| October 30, 2017 Filed Oct 31, 2017 17:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 11,000 | $30.76 | $338,360.00 |
DisclosureSEC source: 0001046025-17-000138 · wf-form4_150947043412517.xml · nonDerivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,085 Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 23:06 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000114 · wf-form4_149817279378734.xml · nonDerivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,167 Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 19:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionStock Option · Derivative | 1,864 | $15.12 Strike: $15.12 | $28,183.68 |
DisclosureSEC source: 0001046025-16-000272 · wf-form4_148174228941879.xml · derivative · entry 3 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,864 shares Expires 2017-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Represents Washington Banking options that were converted into Heritage options, pursuant to the terms of the Merger Agreement. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 19:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,864 | $15.12 | $28,183.68 |
DisclosureSEC source: 0001046025-16-000272 · wf-form4_148174228941879.xml · nonDerivative · entry 1 PICKERING ANTHONY · CIK 0001232272 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,085 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.