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 |
|---|---|---|---|---|---|---|
| February 26, 2024 Filed Feb 28, 2024 22:07 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 4,992 | $18.16 Strike: $0.00 | $90,654.72 |
DisclosureSEC source: 0001046025-24-000040 · wk-form4_1709158058.xml · derivative · entry 1 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,992 Underlying: Common Stock · 4,992 shares Expires 2027-03-15 F1 · security: RSU Grant February 2024 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 |
| March 15, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $22.83 Strike: $0.00 | $3,515.82 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · derivative · entry 15 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619 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. F4 · security: RSU award granted 02/22/2022 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 254 | $22.83 Strike: $0.00 | $5,798.82 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · derivative · entry 14 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261 Underlying: Common Stock · 254 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, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 709 | $22.83 Strike: $0.00 | $16,186.47 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · derivative · entry 13 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420 Underlying: Common Stock · 709 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. F4 · security: RSU award granted 02/22/2022 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 522 | $22.83 Strike: $0.00 | $11,917.26 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · derivative · entry 12 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 537 Underlying: Common Stock · 522 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. F3 · security: RSU award granted on 02/25/2021 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 201 | $22.83 Strike: $0.00 | $4,588.83 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · derivative · entry 11 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 201 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. F1 · security: RSU award granted 02/26/2020 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 505 | $22.83 Strike: $0.00 | $11,529.15 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · derivative · entry 10 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,521 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. F2 · security: RSU award granted 03/01/2018 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 709 | $22.83 Strike: $0.00 | $16,186.47 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · derivative · entry 9 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 709 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. F1 · security: RSU award granted 02/26/2020 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 587 | $22.83 | $13,401.21 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · nonDerivative · entry 8 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,926 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 154 | $22.83 | $3,515.82 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · nonDerivative · entry 7 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,513 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, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 254 | $22.83 | $5,798.82 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · nonDerivative · entry 6 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,359 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, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 709 | $22.83 | $16,186.47 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · nonDerivative · entry 5 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,105 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, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 522 | $22.83 | $11,917.26 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · nonDerivative · entry 4 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,396 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, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 201 | $22.83 | $4,588.83 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · nonDerivative · entry 3 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,874 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, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 505 | $22.83 | $11,529.15 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · nonDerivative · entry 2 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,673 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, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 709 | $22.83 | $16,186.47 |
DisclosureSEC source: 0001046025-23-000052 · wf-form4_167900235182579.xml · nonDerivative · entry 1 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,168 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 22, 2023 Filed Feb 24, 2023 17:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock · Derivative | 5,305 | $28.28 Strike: $0.00 | $150,025.40 |
DisclosureSEC source: 0001046025-23-000030 · wf-form4_167725847764707.xml · derivative · entry 2 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,305 Underlying: Common Stock · 5,305 shares Expires 2033-03-15 F1 · security: RSU Grant 2023 F3 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest equally over a 10 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 22, 2023 Filed Feb 24, 2023 17:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,986 | $28.28 Strike: $0.00 | $56,164.08 |
DisclosureSEC source: 0001046025-23-000030 · wf-form4_167725847764707.xml · derivative · entry 1 Ray Matthew T. · CIK 0001961151 · EVP Chief Lending Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,986 Underlying: Common Stock · 1,986 shares Expires 2026-03-15 F1 · security: RSU Grant 2023 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.