Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | EVP Chief Lending Officer | August 13, 2026 | August 13, 2026 |
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.
HERITAGE FINANCIAL CORP /WA/
Report date August 13, 2026 · Filed August 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,735 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Sale · Disposed 3,692 · Balance 22,735 |
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 |
|---|---|---|---|---|---|---|
| August 13, 2026 Filed Aug 13, 2026 15:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 3,692 | $30.10 | $111,129.20 |
DisclosureSEC source: 0001628280-26-056558 · wk-form4_1786634332.xml · nonDerivative · entry 1 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,735 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,001 | $24.89 Strike: $0.00 | $24,914.89 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 13 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,003 Underlying: Common Stock · 1,001 shares Expires 2028-03-15 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. F5 · security: RSU Grant February 2025 F6 · 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 |
| March 16, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,664 | $24.89 Strike: $0.00 | $41,416.96 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 12 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,664 Underlying: Common Stock · 1,664 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. F3 · security: RSU Grant February 2024 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. 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 16, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 530 | $24.89 Strike: $0.00 | $13,191.70 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 11 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,714 Underlying: Common Stock · 530 shares Expires 2033-03-15 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, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $24.89 Strike: $0.00 | $16,477.18 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 10 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 662 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. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 155 | $24.89 Strike: $0.00 | $3,857.95 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 9 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155 Underlying: Common Stock · 155 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: RSU award granted 02/22/2022 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 504 | $24.89 Strike: $0.00 | $12,544.56 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · derivative · entry 8 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,008 Underlying: Common Stock · 504 shares Expires 2028-03-15 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 award granted 03/01/2018 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 749 | $24.89 | $18,642.61 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 7 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,427 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,001 | $24.89 | $24,914.89 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 6 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,176 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, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,664 | $24.89 | $41,416.96 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 5 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,175 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, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 530 | $24.89 | $13,191.70 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 4 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,511 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 |
| March 16, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 662 | $24.89 | $16,477.18 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 3 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,981 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, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 155 | $24.89 | $3,857.95 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 2 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,319 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, 2026 Filed Mar 18, 2026 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 504 | $24.89 | $12,544.56 |
DisclosureSEC source: 0001628280-26-019319 · wk-form4_1773861706.xml · nonDerivative · entry 1 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,164 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, 2026 Filed Feb 27, 2026 20:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,755 | $27.54 | $75,872.70 |
DisclosureSEC source: 0001628280-26-012758 · wk-form4_1772224677.xml · derivative · entry 2 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,755 Underlying: Common Stock · 2,755 shares Expires 2029-03-15 F4 · security: RSU Grant 2026 F2 · derivative.exercise_price: $0.00 F5 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029 Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 20:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 2,755 | $27.54 | $75,872.70 |
DisclosureSEC source: 0001628280-26-012758 · wk-form4_1772224677.xml · derivative · entry 1 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,755 Underlying: Common Stock · 2,755 shares Expires 2029-03-15 F1 · security: PSU Grants 2026 F2 · derivative.exercise_price: $0.00 F3 · derivative.exercise_date: PSU Grant - 3 year cliff vesting 03/15/2029 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 17:47 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 832 | $25.43 Strike: $0.00 | $21,157.76 |
DisclosureSEC source: 0001628280-25-057278 · wk-form4_1765907249.xml · derivative · entry 3 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,332 Underlying: Common Stock · 832 shares Expires 2029-12-15 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. F1 · derivative.underlying_shares: Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one fifth over a five 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, 2025 Filed Dec 16, 2025 17:47 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 178 | $25.43 | $4,526.54 |
DisclosureSEC source: 0001628280-25-057278 · wk-form4_1765907249.xml · nonDerivative · entry 2 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,660 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 17:47 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 832 | $25.43 | $21,157.76 |
DisclosureSEC source: 0001628280-25-057278 · wk-form4_1765907249.xml · nonDerivative · entry 1 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,838 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $23.77 Strike: $0.00 | $15,735.74 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 13 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 662 Underlying: Common Stock · 662 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. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $23.77 Strike: $0.00 | $3,660.58 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 12 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 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. F2 · security: RSU award granted 02/22/2022 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,664 | $23.77 Strike: $0.00 | $39,553.28 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 11 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,328 Underlying: Common Stock · 1,664 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: RSU Grant February 2024 F5 · 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 · 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 531 | $23.77 Strike: $0.00 | $12,621.87 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 10 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,244 Underlying: Common Stock · 531 shares Expires 2033-03-15 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 710 | $23.77 Strike: $0.00 | $16,876.70 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 9 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 710 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. F2 · security: RSU award granted 02/22/2022 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 504 | $23.77 Strike: $0.00 | $11,980.08 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · derivative · entry 8 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,512 Underlying: Common Stock · 504 shares Expires 2028-03-15 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 award granted 03/01/2018 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 732 | $23.77 | $17,399.64 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 7 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,006 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 662 | $23.77 | $15,735.74 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 6 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,738 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 154 | $23.77 | $3,660.58 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 5 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,076 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,664 | $23.77 | $39,553.28 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 4 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,922 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 531 | $23.77 | $12,621.87 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 3 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,258 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 710 | $23.77 | $16,876.70 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 2 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,727 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 504 | $23.77 | $11,980.08 |
DisclosureSEC source: 0001046025-25-000066 · wk-form4_1742334745.xml · nonDerivative · entry 1 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,017 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 | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 3,004 | $24.29 Strike: $0.00 | $72,967.16 |
DisclosureSEC 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. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 18:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,004 | $24.29 Strike: $0.00 | $72,967.16 |
DisclosureSEC 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 |
| December 18, 2024 Filed Dec 19, 2024 18:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 4,164 | $24.02 Strike: $0.00 | $100,019.28 |
DisclosureSEC source: 0001046025-24-000197 · wk-form4_1734634478.xml · derivative · entry 1 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,164 Underlying: Common Stock · 4,164 shares Expires 2029-12-15 F1 · derivative.underlying_shares: Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one fifth over a five 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, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 662 | $18.38 Strike: $0.00 | $12,167.56 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · derivative · entry 15 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,324 Underlying: Common Stock · 662 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. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 710 | $18.38 Strike: $0.00 | $13,049.80 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · derivative · entry 14 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 710 Underlying: Common Stock · 710 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 award granted 02/22/2022 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 505 | $18.38 Strike: $0.00 | $9,281.90 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · derivative · entry 13 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,016 Underlying: Common Stock · 505 shares Expires 2028-03-15 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 award granted 03/01/2018 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 530 | $18.38 Strike: $0.00 | $9,741.40 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · derivative · entry 12 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,775 Underlying: Common Stock · 530 shares Expires 2033-03-15 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, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 261 | $18.38 Strike: $0.00 | $4,797.18 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · derivative · entry 11 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 261 shares Expires 2024-03-15 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, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 537 | $18.38 Strike: $0.00 | $9,870.06 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · derivative · entry 10 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 537 shares Expires 2024-03-15 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 award granted on 02/25/2021 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 155 | $18.38 Strike: $0.00 | $2,848.90 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · derivative · entry 9 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 464 Underlying: Common Stock · 155 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 award granted 02/22/2022 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 554 | $18.38 | $10,182.52 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · nonDerivative · entry 8 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,732 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 662 | $18.38 | $12,167.56 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · nonDerivative · entry 7 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,286 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, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 710 | $18.38 | $13,049.80 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · nonDerivative · entry 6 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,624 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, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 505 | $18.38 | $9,281.90 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · nonDerivative · entry 5 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,914 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, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 530 | $18.38 | $9,741.40 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · nonDerivative · entry 4 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,409 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, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 261 | $18.38 | $4,797.18 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · nonDerivative · entry 3 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,879 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, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 537 | $18.38 | $9,870.06 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · nonDerivative · entry 2 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,618 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, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 155 | $18.38 | $2,848.90 |
DisclosureSEC source: 0001046025-24-000066 · wk-form4_1710794530.xml · nonDerivative · entry 1 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,081 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.