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 17, 2026 · Filed August 13, 2026
Section 16 reporting ended · disclosed 2026-08-13. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 442 | $29.66 | $13,109.72 |
DisclosureSEC source: 0001046025-21-000061 · wf-form4_161593394159690.xml · nonDerivative · entry 5 Glasby William · CIK 0001719362 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,847 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 302 | $29.66 | $8,957.32 |
DisclosureSEC source: 0001046025-21-000061 · wf-form4_161593394159690.xml · nonDerivative · entry 4 Glasby William · CIK 0001719362 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,289 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 | Exercise / conversionCommon Stock | 578 | $29.66 | $17,143.48 |
DisclosureSEC source: 0001046025-21-000061 · wf-form4_161593394159690.xml · nonDerivative · entry 3 Glasby William · CIK 0001719362 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,987 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 | Exercise / conversionCommon Stock | 470 | $29.66 | $13,940.20 |
DisclosureSEC source: 0001046025-21-000061 · wf-form4_161593394159690.xml · nonDerivative · entry 2 Glasby William · CIK 0001719362 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,409 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, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 448 | $29.66 | $13,287.68 |
DisclosureSEC source: 0001046025-21-000061 · wf-form4_161593394159690.xml · nonDerivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,939 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 21:13 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,569 | $26.00 Strike: $0.00 | $40,794.00 |
DisclosureSEC source: 0001046025-21-000030 · wf-form4_161463318732379.xml · derivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,569 Underlying: Common Stock · 1,569 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 23:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 265 | $24.17 Strike: $0.00 | $6,405.05 |
DisclosureSEC source: 0001046025-20-000194 · wf-form4_160807481280553.xml · derivative · entry 3 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,383 Underlying: Common Stock · 265 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. Read SEC document |
| December 15, 2020 Filed Dec 15, 2020 23:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 55 | $24.17 | $1,329.35 |
DisclosureSEC source: 0001046025-20-000194 · wf-form4_160807481280553.xml · nonDerivative · entry 2 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,491 Read SEC document |
| December 15, 2020 Filed Dec 15, 2020 23:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 265 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-20-000194 · wf-form4_160807481280553.xml · nonDerivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,546 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 22:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 112 | $19.86 Strike: $0.00 | $2,224.32 |
DisclosureSEC source: 0001046025-20-000178 · wf-form4_160020814802722.xml · derivative · entry 3 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 112 shares Expires 2020-09-15 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 22:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 17 | $19.86 | $337.62 |
DisclosureSEC source: 0001046025-20-000178 · wf-form4_160020814802722.xml · nonDerivative · entry 2 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,281 Read SEC document |
| September 15, 2020 Filed Sep 15, 2020 22:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-20-000178 · wf-form4_160020814802722.xml · nonDerivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,298 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 | 448 | $21.54 Strike: $0.00 | $9,649.92 |
DisclosureSEC source: 0001046025-20-000076 · wf-form4_158447391058340.xml · derivative · entry 5 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 448 Underlying: Common Stock · 448 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 · balance_after: 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 16, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 470 | $21.54 Strike: $0.00 | $10,123.80 |
DisclosureSEC source: 0001046025-20-000076 · wf-form4_158447391058340.xml · derivative · entry 4 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 939 Underlying: Common Stock · 470 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 | Tax withholdingCommon Stock | 235 | $21.54 | $5,061.90 |
DisclosureSEC source: 0001046025-20-000076 · wf-form4_158447391058340.xml · nonDerivative · entry 3 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 448 | $21.54 | $9,649.92 |
DisclosureSEC source: 0001046025-20-000076 · wf-form4_158447391058340.xml · nonDerivative · entry 2 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,421 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 | 470 | $21.54 | $10,123.80 |
DisclosureSEC source: 0001046025-20-000076 · wf-form4_158447391058340.xml · nonDerivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 973 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 21:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,017 | $24.86 Strike: $0.00 | $75,002.62 |
DisclosureSEC source: 0001046025-20-000032 · wf-form4_158283897379194.xml · derivative · entry 2 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,017 Underlying: Common Stock · 3,017 shares Expires 2030-03-15 F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one tenth per year over a ten 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 21:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,734 | $24.86 Strike: $0.00 | $43,107.24 |
DisclosureSEC source: 0001046025-20-000032 · wf-form4_158283897379194.xml · derivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,734 Underlying: Common Stock · 1,734 shares Expires 2023-03-15 F1 · 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 |
| November 04, 2019 Filed Nov 6, 2019 18:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,648 | $28.33 Strike: $0.00 | $75,017.84 |
DisclosureSEC source: 0001046025-19-000175 · wf-form4_157306443025782.xml · derivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,648 Underlying: Common Stock · 2,648 shares Expires 2029-12-15 F1 · 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 |
| September 16, 2019 Filed Sep 16, 2019 22:10 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 112 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-19-000152 · wf-form4_156867179223142.xml · derivative · entry 3 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112 Underlying: Common Stock · 112 shares Expires 2020-09-15 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 16, 2019 Filed Sep 16, 2019 22:10 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 22 | $28.00 | $616.00 |
DisclosureSEC source: 0001046025-19-000152 · wf-form4_156867179223142.xml · nonDerivative · entry 2 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 503 Read SEC document |
| September 16, 2019 Filed Sep 16, 2019 22:10 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 112 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-19-000152 · wf-form4_156867179223142.xml · nonDerivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525 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 23:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 449 | $31.36 Strike: $0.00 | $14,080.64 |
DisclosureSEC source: 0001046025-19-000067 · wf-form4_155295336755597.xml · derivative · entry 3 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 896 Underlying: Common Stock · 449 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 · balance_after: 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 23:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 125 | $31.36 | $3,920.00 |
DisclosureSEC source: 0001046025-19-000067 · wf-form4_155295336755597.xml · nonDerivative · entry 2 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 449 | $31.36 | $14,080.64 |
DisclosureSEC source: 0001046025-19-000067 · wf-form4_155295336755597.xml · nonDerivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538 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 27, 2019 Filed Mar 2, 2019 02:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,409 | $33.04 Strike: $0.00 | $46,553.36 |
DisclosureSEC source: 0001046025-19-000029 · wf-form4_155149447172746.xml · derivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,409 Underlying: Common Stock · 1,409 shares Expires 2022-03-15 Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 18:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 113 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000165 · wf-form4_153729544587553.xml · derivative · entry 3 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224 Underlying: Common Stock · 113 shares Expires 2020-09-15 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. 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 17, 2018 Filed Sep 18, 2018 18:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 24 | $37.10 | $890.40 |
DisclosureSEC source: 0001046025-18-000165 · wf-form4_153729544587553.xml · nonDerivative · entry 2 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89 Read SEC document |
| September 17, 2018 Filed Sep 18, 2018 18:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 113 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000165 · wf-form4_153729544587553.xml · nonDerivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113 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 28, 2018 Filed Mar 1, 2018 21:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units | 1,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000034 · wf-form4_151994126348280.xml · nonDerivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,682 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 20:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,345 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000067 · wf-form4_152123206313144.xml · derivative · entry 1 Glasby William · CIK 0001719362 · EVP Chief Techonology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,345 Underlying: Common Stock · 1,345 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.