Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | EVP Chief Credit Officer | August 05, 2026 | August 05, 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 05, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,362 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Sale · Disposed 3,234 · Balance 20,362 |
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 05, 2026 Filed Aug 5, 2026 21:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 3,234 | $29.92 | $96,750.61 |
DisclosureSEC source: 0001628280-26-053596 · wk-form4_1785966215.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,362 Read SEC document |
| June 15, 2026 Filed Jun 15, 2026 22:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,316 | $28.44 Strike: $0.00 | $37,427.04 |
DisclosureSEC source: 0001628280-26-043365 · wk-form4_1781564252.xml · derivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,316 shares Expires 2026-06-15 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 |
| June 15, 2026 Filed Jun 15, 2026 22:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 135 | $28.44 | $3,839.40 |
DisclosureSEC source: 0001628280-26-043365 · wk-form4_1781564252.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,596 Read SEC document |
| June 15, 2026 Filed Jun 15, 2026 22:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,316 | $28.44 | $37,427.04 |
DisclosureSEC source: 0001628280-26-043365 · wk-form4_1781564252.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,731 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 19:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 992 | $24.89 Strike: $0.00 | $24,690.88 |
DisclosureSEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · derivative · entry 9 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,985 Underlying: Common Stock · 992 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 19:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 176 | $24.89 Strike: $0.00 | $4,380.64 |
DisclosureSEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · derivative · entry 8 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 176 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: 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 |
| March 16, 2026 Filed Mar 18, 2026 19:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 733 | $24.89 Strike: $0.00 | $18,244.37 |
DisclosureSEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · derivative · entry 7 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 733 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 19:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,227 | $24.89 Strike: $0.00 | $30,540.03 |
DisclosureSEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · derivative · entry 6 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,228 Underlying: Common Stock · 1,227 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 Grant February 2024 F2 · 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. F2 · 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 19:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 583 | $24.89 | $14,510.87 |
DisclosureSEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · nonDerivative · entry 5 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,415 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 992 | $24.89 | $24,690.88 |
DisclosureSEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · nonDerivative · entry 4 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,998 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 19:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 176 | $24.89 | $4,380.64 |
DisclosureSEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · nonDerivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,006 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 19:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 733 | $24.89 | $18,244.37 |
DisclosureSEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,830 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 19:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,227 | $24.89 | $30,540.03 |
DisclosureSEC source: 0001628280-26-019303 · wk-form4_1773861316.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,097 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 20:48 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,757 | $27.54 | $75,927.78 |
DisclosureSEC source: 0001628280-26-012766 · wk-form4_1772225293.xml · derivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,757 Underlying: Common Stock · 2,757 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 20:48 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 2,757 | $27.54 | $75,927.78 |
DisclosureSEC source: 0001628280-26-012766 · wk-form4_1772225293.xml · derivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,757 Underlying: Common Stock · 2,757 shares Expires 2026-03-15 F1 · security: PSU Grant 2026 F2 · derivative.exercise_price: $0.00 F3 · derivative.exercise_date: PSU Grant - 3 year cliff vesting 3/15/2029 Read SEC document |
| February 11, 2026 Filed Feb 11, 2026 21:44 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 4,668 | $27.65 | $129,064.60 |
DisclosureSEC source: 0001628280-26-007334 · wk-form4_1770846287.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,870 Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 18:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,315 | $22.76 Strike: $0.00 | $29,929.40 |
DisclosureSEC source: 0001046025-25-000118 · wk-form4_1750186577.xml · derivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,316 Underlying: Common Stock · 1,315 shares Expires 2026-06-15 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 |
| June 16, 2025 Filed Jun 17, 2025 18:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 130 | $22.76 | $2,958.80 |
DisclosureSEC source: 0001046025-25-000118 · wk-form4_1750186577.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,538 Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 18:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,315 | $22.76 | $29,929.40 |
DisclosureSEC source: 0001046025-25-000118 · wk-form4_1750186577.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,668 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 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,227 | $23.77 Strike: $0.00 | $29,165.79 |
DisclosureSEC source: 0001046025-25-000059 · wk-form4_1742334668.xml · derivative · entry 9 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,455 Underlying: Common Stock · 1,227 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. F5 · security: RSU Grant February 2024 F6 · 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. F6 · 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 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 584 | $23.77 Strike: $0.00 | $13,881.68 |
DisclosureSEC source: 0001046025-25-000059 · wk-form4_1742334668.xml · derivative · entry 8 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 584 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. F3 · security: RSU Grant 2022 F4 · 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 |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 733 | $23.77 Strike: $0.00 | $17,423.41 |
DisclosureSEC source: 0001046025-25-000059 · wk-form4_1742334668.xml · derivative · entry 7 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 733 Underlying: Common Stock · 733 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. F2 · security: RSU Grant 2023 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 1,400 | $23.77 Strike: $0.00 | $33,278.00 |
DisclosureSEC source: 0001046025-25-000059 · wk-form4_1742334668.xml · derivative · entry 6 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,400 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 · shares: Represents 1,751 granted on 02/22/2022. Total 1400 PSU's vested represents percentage of target payout. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 710 | $23.77 | $16,876.70 |
DisclosureSEC source: 0001046025-25-000059 · wk-form4_1742334668.xml · nonDerivative · entry 5 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,353 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,227 | $23.77 | $29,165.79 |
DisclosureSEC source: 0001046025-25-000059 · wk-form4_1742334668.xml · nonDerivative · entry 4 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,063 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 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 584 | $23.77 | $13,881.68 |
DisclosureSEC source: 0001046025-25-000059 · wk-form4_1742334668.xml · nonDerivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,836 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 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 733 | $23.77 | $17,423.41 |
DisclosureSEC source: 0001046025-25-000059 · wk-form4_1742334668.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,252 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 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,400 | $23.77 | $33,278.00 |
DisclosureSEC source: 0001046025-25-000059 · wk-form4_1742334668.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,519 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 | 2,977 | $24.29 Strike: $0.00 | $72,311.33 |
DisclosureSEC source: 0001046025-25-000041 · wk-form4_1740682492.xml · derivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,977 Underlying: Common Stock · 2,977 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 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 | 2,977 | $24.29 Strike: $0.00 | $72,311.33 |
DisclosureSEC source: 0001046025-25-000041 · wk-form4_1740682492.xml · derivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,977 Underlying: Common Stock · 2,977 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 |
| November 07, 2024 Filed Nov 7, 2024 21:14 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 2,975 | $26.50 | $78,837.80 |
DisclosureSEC source: 0001046025-24-000181 · wk-form4_1731013892.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,119 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 16:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,315 | $16.68 Strike: $0.00 | $21,934.20 |
DisclosureSEC source: 0001046025-24-000122 · wk-form4_1718729737.xml · derivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,631 Underlying: Common Stock · 1,315 shares Expires 2026-06-15 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 |
| June 15, 2024 Filed Jun 18, 2024 16:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 118 | $16.68 | $1,968.24 |
DisclosureSEC source: 0001046025-24-000122 · wk-form4_1718729737.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,094 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 16:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,315 | $16.68 | $21,934.20 |
DisclosureSEC source: 0001046025-24-000122 · wk-form4_1718729737.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,212 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 | 733 | $18.38 Strike: $0.00 | $13,472.54 |
DisclosureSEC source: 0001046025-24-000065 · wk-form4_1710794505.xml · derivative · entry 8 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,466 Underlying: Common Stock · 733 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. F4 · 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 |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 657 | $18.38 Strike: $0.00 | $12,075.66 |
DisclosureSEC source: 0001046025-24-000065 · wk-form4_1710794505.xml · derivative · entry 7 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 657 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 · balance_after: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units adjusted based on performance metrics. 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 | 584 | $18.38 Strike: $0.00 | $10,733.92 |
DisclosureSEC source: 0001046025-24-000065 · wk-form4_1710794505.xml · derivative · entry 6 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 584 Underlying: Common Stock · 584 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 Grant 2022 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 |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 410 | $18.38 | $7,535.80 |
DisclosureSEC source: 0001046025-24-000065 · wk-form4_1710794505.xml · nonDerivative · entry 5 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,897 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 733 | $18.38 | $13,472.54 |
DisclosureSEC source: 0001046025-24-000065 · wk-form4_1710794505.xml · nonDerivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,749 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 | 657 | $18.38 | $12,075.66 |
DisclosureSEC source: 0001046025-24-000065 · wk-form4_1710794505.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,016 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 | 584 | $18.38 | $10,733.92 |
DisclosureSEC source: 0001046025-24-000065 · wk-form4_1710794505.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,359 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 |
| February 26, 2024 Filed Feb 28, 2024 22:09 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 3,682 | $18.16 Strike: $0.00 | $66,865.12 |
DisclosureSEC source: 0001046025-24-000045 · wk-form4_1709158160.xml · derivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,364 Underlying: Common Stock · 3,682 shares Expires 2027-03-15 F3 · security: PSU grant 02-26-24. 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 26, 2024 Filed Feb 28, 2024 22:09 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,682 | $18.16 Strike: $0.00 | $66,865.12 |
DisclosureSEC source: 0001046025-24-000045 · wk-form4_1709158160.xml · derivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,682 Underlying: Common Stock · 3,682 shares Expires 2027-03-15 F1 · security: 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. F2 · security: RSU Grant February 2024 F1 · 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 |
| June 15, 2023 Filed Jun 16, 2023 18:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,315 | $17.60 Strike: $0.00 | $23,144.00 |
DisclosureSEC source: 0001046025-23-000148 · wk-form4_1686939726.xml · derivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,946 Underlying: Common Stock · 1,315 shares Expires 2026-06-15 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 · shares: RSU Grant 2020 Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 18:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 179 | $17.60 | $3,150.40 |
DisclosureSEC source: 0001046025-23-000148 · wk-form4_1686939726.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,775 Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 18:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,315 | $17.60 | $23,144.00 |
DisclosureSEC source: 0001046025-23-000148 · wk-form4_1686939726.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,954 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 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 638 | $22.83 Strike: $0.00 | $14,565.54 |
DisclosureSEC source: 0001046025-23-000059 · wf-form4_167900247626492.xml · derivative · entry 7 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 638 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. F4 · security: RSU Grant 2020 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 542 | $22.83 Strike: $0.00 | $12,373.86 |
DisclosureSEC source: 0001046025-23-000059 · wf-form4_167900247626492.xml · derivative · entry 6 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 558 Underlying: Common Stock · 542 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 Grant 2021 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 583 | $22.83 Strike: $0.00 | $13,309.89 |
DisclosureSEC source: 0001046025-23-000059 · wf-form4_167900247626492.xml · derivative · entry 5 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,168 Underlying: Common Stock · 583 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 Grant 2022 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 |
| March 15, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 329 | $22.83 | $7,511.07 |
DisclosureSEC source: 0001046025-23-000059 · wf-form4_167900247626492.xml · nonDerivative · entry 4 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,639 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.