Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | EVP Chief Banking Officer | July 30, 2026 | July 30, 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 July 30, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,099 |
Reported balance
After 2026-07-30 transaction · row 1
1 source rowRow 1 · 2026-07-30 · Sale · Disposed 3,778 · Balance 3,099 |
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 |
|---|---|---|---|---|---|---|
| July 30, 2026 Filed Jul 30, 2026 21:12 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 3,778 | $29.69 | $112,177.89 |
DisclosureSEC source: 0001628280-26-051140 · wk-form4_1785445948.xml · nonDerivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,099 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,345 | $24.89 Strike: $0.00 | $33,477.05 |
DisclosureSEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · derivative · entry 9 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,690 Underlying: Common Stock · 1,345 shares Expires 2028-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: RSU Grant February 2025 F4 · 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 19:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,453 | $24.89 Strike: $0.00 | $36,165.17 |
DisclosureSEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · derivative · entry 8 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,453 Underlying: Common Stock · 1,453 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 19:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 530 | $24.89 Strike: $0.00 | $13,191.70 |
DisclosureSEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · derivative · entry 7 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,714 Underlying: Common Stock · 530 shares Expires 2033-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 490 | $24.89 Strike: $0.00 | $12,196.10 |
DisclosureSEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · derivative · entry 6 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 490 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 19:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 719 | $24.89 | $17,895.91 |
DisclosureSEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · nonDerivative · entry 5 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,877 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,345 | $24.89 | $33,477.05 |
DisclosureSEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · nonDerivative · entry 4 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,596 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 19:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,453 | $24.89 | $36,165.17 |
DisclosureSEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · nonDerivative · entry 3 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,251 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 19:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 530 | $24.89 | $13,191.70 |
DisclosureSEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · nonDerivative · entry 2 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,798 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 19:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 490 | $24.89 | $12,196.10 |
DisclosureSEC source: 0001628280-26-019325 · wk-form4_1773861796.xml · nonDerivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,268 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 20:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 5,037 | $27.54 | $138,718.98 |
DisclosureSEC source: 0001628280-26-012742 · wk-form4_1772223509.xml · derivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,037 Underlying: Common Stock · 5,037 shares Expires 2029-03-15 F1 · security: RSU Grant 2026 F2 · derivative.exercise_price: $0.00 F3 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029 Read SEC document |
| January 26, 2026 Filed Jan 26, 2026 21:39 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 1,900 | $26.48 | $50,307.25 |
DisclosureSEC source: 0001628280-26-003423 · wk-form4_1769463563.xml · nonDerivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,778 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 | 526 | $22.76 Strike: $0.00 | $11,971.76 |
DisclosureSEC source: 0001046025-25-000119 · wk-form4_1750186587.xml · derivative · entry 3 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 526 shares Expires 2025-06-15 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 · security: RSU Grant Date 06/25/2020 Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 18:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 52 | $22.76 | $1,183.52 |
DisclosureSEC source: 0001046025-25-000119 · wk-form4_1750186587.xml · nonDerivative · entry 2 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,678 Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 18:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 526 | $22.76 | $11,971.76 |
DisclosureSEC source: 0001046025-25-000119 · wk-form4_1750186587.xml · nonDerivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,730 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 | 1,453 | $23.77 Strike: $0.00 | $34,537.81 |
DisclosureSEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · derivative · entry 9 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,906 Underlying: Common Stock · 1,453 shares Expires 2027-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: RSU Grant February 2024 F4 · security: Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. F4 · derivative.exercise_date: Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 531 | $23.77 Strike: $0.00 | $12,621.87 |
DisclosureSEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · derivative · entry 8 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,244 Underlying: Common Stock · 531 shares Expires 2033-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 / conversionRestricted Stock Units · Derivative | 490 | $23.77 Strike: $0.00 | $11,647.30 |
DisclosureSEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · derivative · entry 7 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 490 Underlying: Common Stock · 490 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 / conversionRestricted Stock Units · Derivative | 392 | $23.77 Strike: $0.00 | $9,317.84 |
DisclosureSEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · derivative · entry 6 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 392 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: Award Date 02/22/22 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 600 | $23.77 | $14,262.00 |
DisclosureSEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · nonDerivative · entry 5 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,204 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,453 | $23.77 | $34,537.81 |
DisclosureSEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · nonDerivative · entry 4 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,804 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 | 531 | $23.77 | $12,621.87 |
DisclosureSEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · nonDerivative · entry 3 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,351 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 | 490 | $23.77 | $11,647.30 |
DisclosureSEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · nonDerivative · entry 2 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,820 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 | 392 | $23.77 | $9,317.84 |
DisclosureSEC source: 0001046025-25-000063 · wk-form4_1742334712.xml · nonDerivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,330 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 | GrantRestricted Stock Units · Derivative | 4,035 | $24.29 Strike: $0.00 | $98,010.15 |
DisclosureSEC source: 0001046025-25-000037 · wk-form4_1740682449.xml · derivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,035 Underlying: Common Stock · 4,035 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 |
| June 15, 2024 Filed Jun 18, 2024 16:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 526 | $16.68 Strike: $0.00 | $8,773.68 |
DisclosureSEC source: 0001046025-24-000121 · wk-form4_1718729726.xml · derivative · entry 3 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 526 Underlying: Common Stock · 526 shares Expires 2025-06-15 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 · security: RSU Grant Date 06/25/2020 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 16:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 47 | $16.68 | $783.96 |
DisclosureSEC source: 0001046025-24-000121 · wk-form4_1718729726.xml · nonDerivative · entry 2 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,938 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 16:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 526 | $16.68 | $8,773.68 |
DisclosureSEC source: 0001046025-24-000121 · wk-form4_1718729726.xml · nonDerivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,985 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 332 | $18.38 Strike: $0.00 | $6,102.16 |
DisclosureSEC source: 0001046025-24-000064 · wk-form4_1710794489.xml · derivative · entry 9 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 332 shares Expires 2024-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Award Date 02/25/2021 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 490 | $18.38 Strike: $0.00 | $9,006.20 |
DisclosureSEC source: 0001046025-24-000064 · wk-form4_1710794489.xml · derivative · entry 8 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 980 Underlying: Common Stock · 490 shares Expires 2026-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 391 | $18.38 Strike: $0.00 | $7,186.58 |
DisclosureSEC source: 0001046025-24-000064 · wk-form4_1710794489.xml · derivative · entry 7 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 392 Underlying: Common Stock · 391 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: Award Date 02/22/22 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 530 | $18.38 Strike: $0.00 | $9,741.40 |
DisclosureSEC source: 0001046025-24-000064 · wk-form4_1710794489.xml · derivative · entry 6 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,775 Underlying: Common Stock · 530 shares Expires 2033-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 421 | $18.38 | $7,737.98 |
DisclosureSEC source: 0001046025-24-000064 · wk-form4_1710794489.xml · nonDerivative · entry 5 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,459 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 332 | $18.38 | $6,102.16 |
DisclosureSEC source: 0001046025-24-000064 · wk-form4_1710794489.xml · nonDerivative · entry 4 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,880 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 490 | $18.38 | $9,006.20 |
DisclosureSEC source: 0001046025-24-000064 · wk-form4_1710794489.xml · nonDerivative · entry 3 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,548 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 391 | $18.38 | $7,186.58 |
DisclosureSEC source: 0001046025-24-000064 · wk-form4_1710794489.xml · nonDerivative · entry 2 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,058 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 530 | $18.38 | $9,741.40 |
DisclosureSEC source: 0001046025-24-000064 · wk-form4_1710794489.xml · nonDerivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,667 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 | GrantRestricted Stock Units · Derivative | 4,359 | $18.16 Strike: $0.00 | $79,159.44 |
DisclosureSEC source: 0001046025-24-000044 · wk-form4_1709158138.xml · derivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,359 Underlying: Common Stock · 4,359 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 |
| June 15, 2023 Filed Jun 16, 2023 18:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 526 | $17.60 Strike: $0.00 | $9,257.60 |
DisclosureSEC source: 0001046025-23-000147 · wk-form4_1686939677.xml · derivative · entry 3 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,052 Underlying: Common Stock · 526 shares Expires 2025-06-15 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 · security: RSU Grant Date 06/25/2020 Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 18:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 72 | $17.60 | $1,267.20 |
DisclosureSEC source: 0001046025-23-000147 · wk-form4_1686939677.xml · nonDerivative · entry 2 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,137 Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 18:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 526 | $17.60 | $9,257.60 |
DisclosureSEC source: 0001046025-23-000147 · wk-form4_1686939677.xml · nonDerivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,209 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 | 196 | $22.83 Strike: $0.00 | $4,474.68 |
DisclosureSEC source: 0001046025-23-000058 · wf-form4_167900245304081.xml · derivative · entry 7 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 196 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. F3 · security: Award Date 02/26/2020 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 | 391 | $22.83 Strike: $0.00 | $8,926.53 |
DisclosureSEC source: 0001046025-23-000058 · wf-form4_167900245304081.xml · derivative · entry 6 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 783 Underlying: Common Stock · 391 shares Expires 2025-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Award Date 02/22/22 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 | 322 | $22.83 Strike: $0.00 | $7,351.26 |
DisclosureSEC source: 0001046025-23-000058 · wf-form4_167900245304081.xml · derivative · entry 5 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 332 Underlying: Common Stock · 322 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. F1 · security: Award Date 02/25/2021 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 226 | $22.83 | $5,159.58 |
DisclosureSEC source: 0001046025-23-000058 · wf-form4_167900245304081.xml · nonDerivative · entry 4 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 196 | $22.83 | $4,474.68 |
DisclosureSEC source: 0001046025-23-000058 · wf-form4_167900245304081.xml · nonDerivative · entry 3 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 909 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 | 391 | $22.83 | $8,926.53 |
DisclosureSEC source: 0001046025-23-000058 · wf-form4_167900245304081.xml · nonDerivative · entry 2 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713 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 | 322 | $22.83 | $7,351.26 |
DisclosureSEC source: 0001046025-23-000058 · wf-form4_167900245304081.xml · nonDerivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 322 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 | GrantRestricted Stock Units · Derivative | 5,305 | $28.28 Strike: $0.00 | $150,025.40 |
DisclosureSEC source: 0001046025-23-000032 · wf-form4_167725851613710.xml · derivative · entry 2 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking 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 | 1,470 | $28.28 Strike: $0.00 | $41,571.60 |
DisclosureSEC source: 0001046025-23-000032 · wf-form4_167725851613710.xml · derivative · entry 1 Wilson Kelli Ann · CIK 0001961133 · EVP Chief Banking Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,470 Underlying: Common Stock · 1,470 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.