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, 2017 · Filed May 11, 2017
Section 16 reporting ended · disclosed 2017-05-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,099 |
Reported balance
Holding disclosure · report date 2017-05-03 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 42,099 |
| Common StockSEC Table I · non-derivative | Indirectby Spouse | 400 |
Reported balance
Holding disclosure · report date 2017-05-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 400 |
| Common StockSEC Table I · non-derivative | Indirectby Corporation | 22,000 |
Reported balance
Holding disclosure · report date 2017-05-03 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 22,000 |
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 |
|---|---|---|---|---|---|---|
| November 01, 2016 Filed Nov 1, 2016 23:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | PurchaseCommon Stock | 1,000 | $18.41 | $18,412.00 |
DisclosureSEC source: 0001046025-16-000257 · wf-form4_147804260985345.xml · nonDerivative · entry 1 Christensen Gary B · CIK 0001326820 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,099 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.