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 April 03, 2023 · Filed April 04, 2023
Section 16 reporting ended · disclosed 2023-04-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-03-15 | Direct | 0 |
Reported balance
After 2023-04-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-04-03 · Disposition to issuer · Disposed 1,724 · Balance 0 F1: The reporting persons resignation triggered cancellation of Restricted Stock Units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-03-15 | Direct | 0 |
Reported balance
After 2023-04-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-04-03 · Disposition to issuer · Disposed 1,078 · Balance 0 F2: RSU Grant 2022 F1: The reporting persons resignation triggered cancellation of Restricted Stock Units. F3: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-03-15 | Direct | 0 |
Reported balance
After 2023-04-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-04-03 · Disposition to issuer · Disposed 516 · Balance 0 F1: The reporting persons resignation triggered cancellation of Restricted Stock Units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-12-15 | Direct | 0 |
Reported balance
After 2023-04-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-04-03 · Disposition to issuer · Disposed 1,655 · Balance 0 F1: The reporting persons resignation triggered cancellation of Restricted Stock Units. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2025-03-15 | Direct | 0 |
Reported balance
After 2023-04-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-04-03 · Disposition to issuer · Disposed 1,617 · Balance 0 F1: The reporting persons resignation triggered cancellation of Restricted Stock Units. |
| Performance Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2024-03-15 | Direct | 0 |
Reported balance
After 2023-04-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-04-03 · Disposition to issuer · Disposed 1,518 · Balance 0 F1: The reporting persons resignation triggered cancellation of Restricted Stock Units. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting persons resignation triggered cancellation of Restricted Stock Units.
F2: RSU Grant 2022
F3: 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.
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 |
|---|---|---|---|---|---|---|
| March 15, 2021 Filed Mar 16, 2021 22:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 476 | $29.66 | $14,118.16 |
DisclosureSEC source: 0001046025-21-000054 · wf-form4_161593372815365.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,781 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, 2021 Filed Mar 1, 2021 21:09 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 1,518 | $26.00 Strike: $0.00 | $39,468.00 |
DisclosureSEC source: 0001046025-21-000024 · wf-form4_161463293115901.xml · derivative · entry 2 Huntley Cindy M · CIK 0001640816 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,518 Underlying: Common Stock · 1,518 shares Expires 2024-03-15 F3 · security: PSU Grant 2021 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:09 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,518 | $26.00 Strike: $0.00 | $39,468.00 |
DisclosureSEC source: 0001046025-21-000024 · wf-form4_161463293115901.xml · derivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,518 Underlying: Common Stock · 1,518 shares Expires 2024-03-15 F1 · security: RSU Grant 2021 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 |
| December 15, 2020 Filed Dec 15, 2020 23:26 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 331 | $24.17 Strike: $0.00 | $8,000.27 |
DisclosureSEC source: 0001046025-20-000193 · wf-form4_160807479634859.xml · derivative · entry 3 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,317 Underlying: Common Stock · 331 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, 2020 Filed Dec 15, 2020 23:26 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 69 | $24.17 | $1,667.73 |
DisclosureSEC source: 0001046025-20-000193 · wf-form4_160807479634859.xml · nonDerivative · entry 2 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,305 Read SEC document |
| December 15, 2020 Filed Dec 15, 2020 23:26 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 331 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-20-000193 · wf-form4_160807479634859.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,374 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, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 564 | $21.54 Strike: $0.00 | $12,148.56 |
DisclosureSEC source: 0001046025-20-000075 · wf-form4_158447388982884.xml · derivative · entry 9 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563 Underlying: Common Stock · 564 shares Expires 2021-03-15 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 2018 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 476 | $21.54 Strike: $0.00 | $10,253.04 |
DisclosureSEC source: 0001046025-20-000075 · wf-form4_158447388982884.xml · derivative · entry 8 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 951 Underlying: Common Stock · 476 shares Expires 2022-03-15 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, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 277 | $21.54 Strike: $0.00 | $5,966.58 |
DisclosureSEC source: 0001046025-20-000075 · wf-form4_158447388982884.xml · derivative · entry 7 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554 Underlying: Common Stock · 277 shares Expires 2022-03-15 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, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 549 | $21.54 Strike: $0.00 | $11,825.46 |
DisclosureSEC source: 0001046025-20-000075 · wf-form4_158447388982884.xml · derivative · entry 6 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 549 shares Expires 2020-03-15 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 2017 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 354 | $21.54 | $7,625.16 |
DisclosureSEC source: 0001046025-20-000075 · wf-form4_158447388982884.xml · nonDerivative · entry 5 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,043 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 564 | $21.54 | $12,148.56 |
DisclosureSEC source: 0001046025-20-000075 · wf-form4_158447388982884.xml · nonDerivative · entry 4 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,397 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, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 476 | $21.54 | $10,253.04 |
DisclosureSEC source: 0001046025-20-000075 · wf-form4_158447388982884.xml · nonDerivative · entry 3 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,833 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, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 277 | $21.54 | $5,966.58 |
DisclosureSEC source: 0001046025-20-000075 · wf-form4_158447388982884.xml · nonDerivative · entry 2 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,357 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, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 549 | $21.54 | $11,825.46 |
DisclosureSEC source: 0001046025-20-000075 · wf-form4_158447388982884.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,080 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 10, 2020 Filed Mar 11, 2020 16:14 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 193 | $21.26 | $4,103.18 |
DisclosureSEC source: 0001046025-20-000052 · wf-form4_158394327319556.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,531 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 21:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 1,587 | $24.86 Strike: $0.00 | $39,452.82 |
DisclosureSEC source: 0001046025-20-000028 · wf-form4_158283887877577.xml · derivative · entry 3 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,587 Underlying: Common Stock · 1,587 shares Expires 2023-03-15 F3 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 21:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,017 | $24.86 Strike: $0.00 | $75,002.62 |
DisclosureSEC source: 0001046025-20-000028 · wf-form4_158283887877577.xml · derivative · entry 2 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,017 Underlying: Common Stock · 3,017 shares Expires 2027-03-15 F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest equally over a 7 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 26, 2020 Filed Feb 27, 2020 21:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,587 | $24.86 Strike: $0.00 | $39,452.82 |
DisclosureSEC source: 0001046025-20-000028 · wf-form4_158283887877577.xml · derivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,587 Underlying: Common Stock · 1,587 shares Expires 2023-03-15 F1 · 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 |
| November 04, 2019 Filed Nov 6, 2019 18:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,648 | $28.33 Strike: $0.00 | $75,017.84 |
DisclosureSEC source: 0001046025-19-000176 · wf-form4_157306445113461.xml · derivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,648 Underlying: Common Stock · 2,648 shares Expires 2027-12-15 F1 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest equally over a 8 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 27, 2019 Filed Mar 29, 2019 15:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock · Derivative | 831 | $30.09 Strike: $0.00 | $25,004.79 |
DisclosureSEC source: 0001046025-19-000073 · wf-form4_155387473989503.xml · derivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 831 Underlying: Common Stock · 831 shares Expires 2022-03-15 F1 · security: RSU Grant 2019 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 15, 2019 Filed Mar 18, 2019 23:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 549 | $31.36 Strike: $0.00 | $17,216.64 |
DisclosureSEC source: 0001046025-19-000062 · wf-form4_155295316330108.xml · derivative · entry 5 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 549 Underlying: Common Stock · 549 shares Expires 2020-03-15 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 2017 F3 · 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 15, 2019 Filed Mar 18, 2019 23:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 564 | $31.36 Strike: $0.00 | $17,687.04 |
DisclosureSEC source: 0001046025-19-000062 · wf-form4_155295316330108.xml · derivative · entry 4 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,127 Underlying: Common Stock · 564 shares Expires 2021-03-15 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 2018 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 231 | $31.36 | $7,244.16 |
DisclosureSEC source: 0001046025-19-000062 · wf-form4_155295316330108.xml · nonDerivative · entry 3 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,724 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 549 | $31.36 | $17,216.64 |
DisclosureSEC source: 0001046025-19-000062 · wf-form4_155295316330108.xml · nonDerivative · entry 2 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,955 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 15, 2019 Filed Mar 18, 2019 23:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 564 | $31.36 | $17,687.04 |
DisclosureSEC source: 0001046025-19-000062 · wf-form4_155295316330108.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,406 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 11, 2019 Filed Mar 11, 2019 21:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 431 | $30.74 | $13,248.94 |
DisclosureSEC source: 0001046025-19-000042 · wf-form4_155233980523883.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,842 Read SEC document |
| February 27, 2019 Filed Mar 2, 2019 02:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,427 | $33.04 Strike: $0.00 | $47,148.08 |
DisclosureSEC source: 0001046025-19-000031 · wf-form4_155149453994889.xml · derivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,427 Underlying: Common Stock · 1,427 shares Expires 2022-03-15 Read SEC document |
| June 10, 2018 Filed Jun 11, 2018 22:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 175 | $33.85 | $5,923.75 |
DisclosureSEC source: 0001046025-18-000111 · wf-form4_152875752178930.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,273 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 550 | $31.90 Strike: $0.00 | $17,545.00 |
DisclosureSEC source: 0001046025-18-000073 · wf-form4_152123218804831.xml · derivative · entry 4 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,098 Underlying: Common Stock · 550 shares Expires 2020-03-15 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 · 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 15, 2018 Filed Mar 16, 2018 20:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 120 | $31.90 | $3,828.00 |
DisclosureSEC source: 0001046025-18-000073 · wf-form4_152123218804831.xml · nonDerivative · entry 2 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,448 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 550 | $31.90 | $17,545.00 |
DisclosureSEC source: 0001046025-18-000073 · wf-form4_152123218804831.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,568 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 10, 2018 Filed Mar 13, 2018 20:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 382 | $31.20 | $11,918.40 |
DisclosureSEC source: 0001046025-18-000054 · wf-form4_152097151232382.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,018 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units | 1,691 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000029 · wf-form4_151994116110898.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,339 F1 · shares: 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 |
| February 28, 2018 Filed Mar 16, 2018 20:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,691 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000073 · wf-form4_152123218804831.xml · derivative · entry 3 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,691 Underlying: Common Stock · 1,691 shares Expires 2021-03-15 F1 · 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 |
| June 10, 2017 Filed Jun 13, 2017 21:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 383 | $25.50 | $9,766.50 |
DisclosureSEC source: 0001046025-17-000095 · wf-form4_149738945977427.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,048 Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 21:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 453 | $23.95 | $10,849.35 |
DisclosureSEC source: 0001046025-17-000057 · wf-form4_148944025479267.xml · nonDerivative · entry 2 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,431 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 19:49 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock | 1,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000037 · wf-form4_148796578402503.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,146 F1 · shares: 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 10, 2016 Filed Mar 13, 2017 21:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 262 | $17.66 | $4,626.92 |
DisclosureSEC source: 0001046025-17-000057 · wf-form4_148944025479267.xml · nonDerivative · entry 1 Huntley Cindy M · CIK 0001640816 · EVP Director of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,884 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.