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 |
|---|---|---|---|---|---|---|
| March 15, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 542 | $22.83 | $12,373.86 |
DisclosureSEC source: 0001046025-23-000059 · wf-form4_167900247626492.xml · nonDerivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,968 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 / conversionCommon Stock | 638 | $22.83 | $14,565.54 |
DisclosureSEC source: 0001046025-23-000059 · wf-form4_167900247626492.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,426 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 / conversionCommon Stock | 583 | $22.83 | $13,309.89 |
DisclosureSEC source: 0001046025-23-000059 · wf-form4_167900247626492.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,788 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 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 558 | $18.38 Strike: $0.00 | $10,256.04 |
DisclosureSEC source: 0001046025-24-000065 · wk-form4_1710794505.xml · derivative · entry 9 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 558 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 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 558 | $18.38 | $10,256.04 |
DisclosureSEC source: 0001046025-24-000065 · wk-form4_1710794505.xml · nonDerivative · entry 4 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,307 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 17:06 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 2,200 | $28.28 Strike: $0.00 | $62,216.00 |
DisclosureSEC source: 0001046025-23-000024 · wf-form4_167725835723917.xml · derivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 Underlying: Common Stock · 2,200 shares Expires 2026-03-15 F3 · security: PSU Grant 02/22/23 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 17:06 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,199 | $28.28 Strike: $0.00 | $62,187.72 |
DisclosureSEC source: 0001046025-23-000024 · wf-form4_167725835723917.xml · derivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,199 Underlying: Common Stock · 2,199 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 |
| October 24, 2022 Filed Oct 25, 2022 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 3,124 | $31.38 | $98,015.50 |
DisclosureSEC source: 0001046025-22-000145 · wf-form4_166673052600145.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,143 Read SEC document |
| June 15, 2022 Filed Oct 25, 2022 22:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,315 | $24.29 Strike: $0.00 | $31,941.35 |
DisclosureSEC source: 0001046025-22-000147 · wf-form4_166673553923998.xml · derivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,261 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, 2022 Filed Oct 25, 2022 22:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 253 | $24.29 | $6,145.37 |
DisclosureSEC source: 0001046025-22-000147 · wf-form4_166673553923998.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,205 Read SEC document |
| June 15, 2022 Filed Oct 25, 2022 22:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,315 | $24.29 | $31,941.35 |
DisclosureSEC source: 0001046025-22-000147 · wf-form4_166673553923998.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,458 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, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 543 | $25.46 Strike: $0.00 | $13,824.78 |
DisclosureSEC source: 0001046025-22-000049 · wf-form4_164746992706343.xml · derivative · entry 7 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 Underlying: Common Stock · 543 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, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 638 | $25.46 Strike: $0.00 | $16,243.48 |
DisclosureSEC source: 0001046025-22-000049 · wf-form4_164746992706343.xml · derivative · entry 6 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 638 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. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 641 | $25.46 Strike: $0.00 | $16,319.86 |
DisclosureSEC source: 0001046025-22-000049 · wf-form4_164746992706343.xml · derivative · entry 5 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 641 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 15, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 350 | $25.46 | $8,911.00 |
DisclosureSEC source: 0001046025-22-000049 · wf-form4_164746992706343.xml · nonDerivative · entry 4 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,267 Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 543 | $25.46 | $13,824.78 |
DisclosureSEC source: 0001046025-22-000049 · wf-form4_164746992706343.xml · nonDerivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,617 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, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 638 | $25.46 | $16,243.48 |
DisclosureSEC source: 0001046025-22-000049 · wf-form4_164746992706343.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,074 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, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 641 | $25.46 | $16,319.86 |
DisclosureSEC source: 0001046025-22-000049 · wf-form4_164746992706343.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,436 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, 2022 Filed Feb 24, 2022 23:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 1,751 | $25.87 Strike: $0.00 | $45,298.37 |
DisclosureSEC source: 0001046025-22-000028 · wf-form4_164574389805492.xml · derivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,751 Underlying: Common Stock · 1,751 shares Expires 2025-03-15 F3 · security: PSU Grant 2022 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 23:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,751 | $25.87 Strike: $0.00 | $45,298.37 |
DisclosureSEC source: 0001046025-22-000028 · wf-form4_164574389805492.xml · derivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,751 Underlying: Common Stock · 1,751 shares Expires 2025-03-15 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 |
| June 15, 2021 Filed Jun 16, 2021 17:25 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,315 | $27.27 Strike: $0.00 | $35,860.05 |
DisclosureSEC source: 0001046025-21-000118 · wf-form4_162386431993244.xml · derivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,576 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, 2021 Filed Jun 16, 2021 17:25 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 291 | $27.27 | $7,935.57 |
DisclosureSEC source: 0001046025-21-000118 · wf-form4_162386431993244.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,795 Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 17:25 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-21-000118 · wf-form4_162386431993244.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,086 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 |
| April 29, 2021 Filed Apr 30, 2021 16:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 2,000 | $28.52 | $57,036.00 |
DisclosureSEC source: 0001046025-21-000078 · wf-form4_161979977373137.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,771 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 642 | $29.66 Strike: $0.00 | $19,041.72 |
DisclosureSEC source: 0001046025-21-000063 · wf-form4_161593397631670.xml · derivative · entry 5 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 641 Underlying: Common Stock · 642 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 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 638 | $2,966.00 Strike: $0.00 | $1,892,308.00 |
DisclosureSEC source: 0001046025-21-000063 · wf-form4_161593397631670.xml · derivative · entry 4 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,276 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. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 259 | $29.66 | $7,681.94 |
DisclosureSEC source: 0001046025-21-000063 · wf-form4_161593397631670.xml · nonDerivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,771 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 642 | $29.66 | $19,041.72 |
DisclosureSEC source: 0001046025-21-000063 · wf-form4_161593397631670.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,030 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 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 638 | $29.66 | $18,923.08 |
DisclosureSEC source: 0001046025-21-000063 · wf-form4_161593397631670.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,388 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 21:12 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 1,643 | $26.00 Strike: $0.00 | $42,718.00 |
DisclosureSEC source: 0001046025-21-000029 · wf-form4_161463313661692.xml · derivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,643 Underlying: Common Stock · 1,643 shares Expires 2024-03-15 F3 · security: PSU Grant 2021 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:12 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,643 | $26.00 Strike: $0.00 | $42,718.00 |
DisclosureSEC source: 0001046025-21-000029 · wf-form4_161463313661692.xml · derivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,643 Underlying: Common Stock · 1,643 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 |
| January 15, 2021 Filed Jan 15, 2021 23:12 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 701 | $25.95 Strike: $0.00 | $18,190.95 |
DisclosureSEC source: 0001046025-21-000002 · wf-form4_161075235643432.xml · derivative · entry 3 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 701 shares Expires 2021-01-15 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 |
| January 15, 2021 Filed Jan 15, 2021 23:12 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 162 | $25.95 | $4,203.90 |
DisclosureSEC source: 0001046025-21-000002 · wf-form4_161075235643432.xml · nonDerivative · entry 2 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,750 Read SEC document |
| January 15, 2021 Filed Jan 15, 2021 23:12 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 701 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-21-000002 · wf-form4_161075235643432.xml · nonDerivative · entry 1 Chalfant Tony · CIK 0001817084 · EVP Chief Credit Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,912 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.