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 July 23, 2021 · Filed July 26, 2021
Section 16 reporting ended · disclosed 2021-07-26. 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 2023-03-15 | Direct | 0 |
Reported balance
After 2021-07-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-07-23 · Disposition to issuer · Disposed 312 · 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 2024-03-15 | Direct | 0 |
Reported balance
After 2021-07-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-07-23 · Disposition to issuer · Disposed 1,451 · 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 2022-09-15 | Direct | 0 |
Reported balance
After 2021-07-23 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-07-23 · Disposition to issuer · Disposed 622 · Balance 0 F1: The reporting persons resignation triggered cancellation of Restricted Stock Units. |
| Common StockSEC Table I · non-derivative | Direct | 342 |
Reported balance
Holding disclosure · report date 2021-07-23 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 342 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting persons resignation triggered cancellation of Restricted Stock Units.
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 |
|---|---|---|---|---|---|---|
| July 23, 2021 Filed Jul 26, 2021 23:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Disposition to issuerRestricted Stock Units · Derivative | 622 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-21-000151 · wf-form4_162734072724905.xml · derivative · entry 4 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 622 shares Expires 2022-09-15 F1 · shares: The reporting persons resignation triggered cancellation of Restricted Stock Units. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Disposition to issuerRestricted Stock Units · Derivative | 1,451 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-21-000151 · wf-form4_162734072724905.xml · derivative · entry 3 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,451 shares Expires 2024-03-15 F1 · shares: The reporting persons resignation triggered cancellation of Restricted Stock Units. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Disposition to issuerRestricted Stock Units · Derivative | 312 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-21-000151 · wf-form4_162734072724905.xml · derivative · entry 2 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 312 shares Expires 2023-03-15 F1 · shares: The reporting persons resignation triggered cancellation of Restricted Stock Units. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 156 | $29.66 Strike: $0.00 | $4,626.96 |
DisclosureSEC source: 0001046025-21-000060 · wf-form4_161593391715730.xml · derivative · entry 3 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312 Underlying: Common Stock · 156 shares Expires 2023-03-15 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 15, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 43 | $29.66 | $1,275.38 |
DisclosureSEC source: 0001046025-21-000060 · wf-form4_161593391715730.xml · nonDerivative · entry 2 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 342 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 156 | $29.66 | $4,626.96 |
DisclosureSEC source: 0001046025-21-000060 · wf-form4_161593391715730.xml · nonDerivative · entry 1 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 385 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 21:12 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,451 | $26.00 Strike: $0.00 | $37,726.00 |
DisclosureSEC source: 0001046025-21-000028 · wf-form4_161463311158744.xml · derivative · entry 1 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,451 Underlying: Common Stock · 1,451 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 |
| September 15, 2020 Filed Sep 15, 2020 22:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 311 | $19.86 Strike: $0.00 | $6,176.46 |
DisclosureSEC source: 0001046025-20-000177 · wf-form4_160020813062714.xml · derivative · entry 3 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 622 Underlying: Common Stock · 311 shares Expires 2022-09-15 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 |
| September 15, 2020 Filed Sep 15, 2020 22:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 82 | $19.86 | $1,628.52 |
DisclosureSEC source: 0001046025-20-000177 · wf-form4_160020813062714.xml · nonDerivative · entry 2 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229 Read SEC document |
| September 15, 2020 Filed Sep 15, 2020 22:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-20-000177 · wf-form4_160020813062714.xml · nonDerivative · entry 1 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311 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 26, 2020 Filed Feb 27, 2020 21:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 468 | $24.86 Strike: $0.00 | $11,634.48 |
DisclosureSEC source: 0001046025-20-000029 · wf-form4_158283889886389.xml · derivative · entry 1 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 Underlying: Common Stock · 0 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 |
| September 24, 2019 Filed Sep 26, 2019 20:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 933 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-19-000157 · wf-form4_156953129051040.xml · derivative · entry 1 Gahler Steven A · CIK 0001789393 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933 Underlying: Common Stock · 933 shares Expires 2022-09-15 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.