Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | Director | June 17, 2026 | June 17, 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 June 17, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-05-03 | Direct | 1,999 |
Reported balance
After 2026-06-17 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 1,999 · Balance 1,999 |
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 |
|---|---|---|---|---|---|---|
| June 17, 2026 Filed Jun 17, 2026 20:46 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,999 | $27.52 Strike: $0.00 | $55,012.48 |
DisclosureSEC source: 0001628280-26-043967 · wk-form4_1781729180.xml · derivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,999 Underlying: Common Stock · 1,999 shares Expires 2027-05-03 Read SEC document |
| May 01, 2026 Filed May 4, 2026 16:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,218 | $27.61 Strike: $0.00 | $61,238.98 |
DisclosureSEC source: 0001628280-26-029626 · wk-form4_1777911377.xml · derivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,218 shares Expires 2026-05-01 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 |
| May 01, 2026 Filed May 4, 2026 16:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,218 | $27.61 | $61,238.98 |
DisclosureSEC source: 0001628280-26-029626 · wk-form4_1777911377.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,342 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 18, 2025 Filed Jun 23, 2025 16:45 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,218 | $22.55 Strike: $0.00 | $50,015.90 |
DisclosureSEC source: 0001046025-25-000141 · wk-form4_1750697111.xml · derivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,218 Underlying: Common Stock · 2,218 shares Expires 2026-05-01 Read SEC document |
| May 01, 2025 Filed May 2, 2025 17:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,928 | $23.04 Strike: $0.00 | $67,461.12 |
DisclosureSEC source: 0001046025-25-000093 · wk-form4_1746207015.xml · derivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,928 shares Expires 2025-05-01 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 |
| May 01, 2025 Filed May 2, 2025 17:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,928 | $23.04 | $67,461.12 |
DisclosureSEC source: 0001046025-25-000093 · wk-form4_1746207015.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,124 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 18, 2024 Filed Jun 20, 2024 15:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,928 | $17.08 Strike: $0.00 | $50,010.24 |
DisclosureSEC source: 0001046025-24-000139 · wk-form4_1718897862.xml · derivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,928 Underlying: Common Stock · 2,928 shares Expires 2025-05-01 Read SEC document |
| May 01, 2024 Filed May 2, 2024 21:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 3,023 | $18.26 Strike: $0.00 | $55,199.98 |
DisclosureSEC source: 0001046025-24-000100 · wk-form4_1714685269.xml · derivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,023 shares Expires 2024-05-01 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 |
| May 01, 2024 Filed May 2, 2024 21:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 3,023 | $18.26 | $55,199.98 |
DisclosureSEC source: 0001046025-24-000100 · wk-form4_1714685269.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,196 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 21, 2023 Filed Jun 22, 2023 20:44 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,023 | $16.54 Strike: $0.00 | $50,000.42 |
DisclosureSEC source: 0001046025-23-000165 · wk-form4_1687466664.xml · derivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,023 Underlying: Common Stock · 3,023 shares Expires 2024-05-01 Read SEC document |
| May 01, 2023 Filed May 1, 2023 23:00 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,808 | $17.41 Strike: $0.00 | $31,477.28 |
DisclosureSEC source: 0001046025-23-000102 · wf-form4_168298202545169.xml · derivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,808 shares Expires 2023-05-01 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 |
| May 01, 2023 Filed May 1, 2023 23:00 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,808 | $17.41 | $31,477.28 |
DisclosureSEC source: 0001046025-23-000102 · wf-form4_168298202545169.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,173 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 |
| November 02, 2022 Filed Nov 3, 2022 15:01 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 5,148 | $32.73 | $168,470.36 |
DisclosureSEC source: 0001046025-22-000153 · wf-form4_166748765172673.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,365 Read SEC document |
| June 20, 2022 Filed Jun 21, 2022 17:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,808 | $24.07 Strike: $0.00 | $43,518.56 |
DisclosureSEC source: 0001046025-22-000119 · wf-form4_165583256419864.xml · derivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,808 Underlying: Common Stock · 1,808 shares Expires 2023-05-01 Read SEC document |
| June 07, 2022 Filed Jun 7, 2022 22:01 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 5,470 | $25.83 | $141,280.80 |
DisclosureSEC source: 0001046025-22-000101 · wf-form4_165463927524876.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,513 Read SEC document |
| May 03, 2022 Filed May 4, 2022 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,713 | $24.85 Strike: $0.00 | $42,568.05 |
DisclosureSEC source: 0001046025-22-000091 · wf-form4_165170104479783.xml · derivative · entry 3 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,713 shares Expires 2022-05-03 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 |
| May 03, 2022 Filed May 4, 2022 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 404 | $24.85 | $10,039.40 |
DisclosureSEC source: 0001046025-22-000091 · wf-form4_165170104479783.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,983 Read SEC document |
| May 03, 2022 Filed May 4, 2022 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,713 | $24.85 | $42,568.05 |
DisclosureSEC source: 0001046025-22-000091 · wf-form4_165170104479783.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,387 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 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 2,712 | $25.46 Strike: $0.00 | $69,047.52 |
DisclosureSEC source: 0001046025-22-000052 · wf-form4_164746998650881.xml · derivative · entry 5 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,712 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. F1 · shares: Represents 6,780 granted on 02/27/2019. Total 2,712 PSU's vested represents percentage of target payout. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,260 | $25.46 Strike: $0.00 | $57,539.60 |
DisclosureSEC source: 0001046025-22-000052 · wf-form4_164746998650881.xml · derivative · entry 4 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,260 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 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,133 | $25.46 | $28,846.18 |
DisclosureSEC source: 0001046025-22-000052 · wf-form4_164746998650881.xml · nonDerivative · entry 3 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,674 Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,712 | $25.46 | $69,047.52 |
DisclosureSEC source: 0001046025-22-000052 · wf-form4_164746998650881.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,807 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 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,260 | $25.46 | $57,539.60 |
DisclosureSEC source: 0001046025-22-000052 · wf-form4_164746998650881.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,095 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 23, 2021 Filed Jun 24, 2021 16:17 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,713 | $24.81 Strike: $0.00 | $42,499.53 |
DisclosureSEC source: 0001046025-21-000138 · wf-form4_162455143786719.xml · derivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,713 Underlying: Common Stock · 1,713 shares Expires 2022-05-03 Read SEC document |
| May 11, 2021 Filed May 11, 2021 22:58 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 8,532 | $28.18 | $240,406.16 |
DisclosureSEC source: 0001046025-21-000110 · wf-form4_162077386439703.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,835 Read SEC document |
| May 10, 2021 Filed May 11, 2021 16:11 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 3,667 | $29.00 | $106,343.00 |
DisclosureSEC source: 0001046025-21-000108 · wf-form4_162074949240544.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,367 Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,991 | $28.42 Strike: $0.00 | $56,584.22 |
DisclosureSEC source: 0001046025-21-000097 · wf-form4_162024615136881.xml · derivative · entry 3 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,991 shares Expires 2021-05-04 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 |
| May 04, 2021 Filed May 5, 2021 20:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 444 | $28.42 | $12,618.48 |
DisclosureSEC source: 0001046025-21-000097 · wf-form4_162024615136881.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,034 Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,991 | $28.42 | $56,584.22 |
DisclosureSEC source: 0001046025-21-000097 · wf-form4_162024615136881.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,478 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 22:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 1,432 | $29.66 Strike: $0.00 | $42,473.12 |
DisclosureSEC source: 0001046025-21-000057 · wf-form4_161593379825576.xml · derivative · entry 7 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,044 Underlying: Common Stock · 1,432 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · 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 |
| March 15, 2021 Filed Mar 16, 2021 22:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,260 | $29.66 Strike: $0.00 | $67,031.60 |
DisclosureSEC source: 0001046025-21-000057 · wf-form4_161593379825576.xml · derivative · entry 6 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,260 Underlying: Common Stock · 2,260 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 22:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,492 | $29.66 Strike: $0.00 | $44,252.72 |
DisclosureSEC source: 0001046025-21-000057 · wf-form4_161593379825576.xml · derivative · entry 5 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,492 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: RSU grant 2018 F2 · shares: Represents 4,476 PSU's granted on 02/18/2018. Total 1,432 PSU's vested represents percentage of Target Payout. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,261 | $29.66 | $37,401.26 |
DisclosureSEC source: 0001046025-21-000057 · wf-form4_161593379825576.xml · nonDerivative · entry 4 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,487 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,432 | $29.66 | $42,473.12 |
DisclosureSEC source: 0001046025-21-000057 · wf-form4_161593379825576.xml · nonDerivative · entry 3 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,748 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 22:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,260 | $29.66 | $67,031.60 |
DisclosureSEC source: 0001046025-21-000057 · wf-form4_161593379825576.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,316 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 22:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,492 | $29.66 | $44,252.72 |
DisclosureSEC source: 0001046025-21-000057 · wf-form4_161593379825576.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,056 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 |
| November 11, 2020 Filed Nov 12, 2020 18:58 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 4,516 | $23.79 | $107,423.00 |
DisclosureSEC source: 0001046025-20-000188 · wf-form4_160520751285040.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,564 Read SEC document |
| June 26, 2020 Filed Jun 29, 2020 16:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,991 | $18.84 Strike: $0.00 | $37,510.44 |
DisclosureSEC source: 0001046025-20-000146 · wf-form4_159344766706877.xml · derivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,991 Underlying: Common Stock · 1,991 shares Expires 2021-05-04 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,503 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-20-000115 · wf-form4_158871382897535.xml · derivative · entry 3 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,503 shares Expires 2020-05-04 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 |
| May 04, 2020 Filed May 5, 2020 21:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 543 | $19.40 | $10,534.20 |
DisclosureSEC source: 0001046025-20-000115 · wf-form4_158871382897535.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,080 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,503 | $19.40 | $48,558.20 |
DisclosureSEC source: 0001046025-20-000115 · wf-form4_158871382897535.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,623 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 5,763 | $21.54 Strike: $0.00 | $124,135.02 |
DisclosureSEC source: 0001046025-20-000070 · wf-form4_158447377563922.xml · derivative · entry 9 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,763 shares Expires 2020-03-15 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 5,100 PSU's granted on 02/23/2017. Performance exceeded 100% so an additional 663 shares were granted upon vest. A total of 5,763 shares vested on 03/15/2020. 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 |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,700 | $21.54 Strike: $0.00 | $36,618.00 |
DisclosureSEC source: 0001046025-20-000070 · wf-form4_158447377563922.xml · derivative · entry 8 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,700 shares Expires 2020-03-15 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 2017 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,260 | $21.54 Strike: $0.00 | $48,680.40 |
DisclosureSEC source: 0001046025-20-000070 · wf-form4_158447377563922.xml · derivative · entry 7 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,520 Underlying: Common Stock · 2,260 shares Expires 2022-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,492 | $21.54 Strike: $0.00 | $32,137.68 |
DisclosureSEC source: 0001046025-20-000070 · wf-form4_158447377563922.xml · derivative · entry 6 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,492 Underlying: Common Stock · 1,492 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: RSU grant 2018 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 2,282 | $21.54 | $49,154.28 |
DisclosureSEC source: 0001046025-20-000070 · wf-form4_158447377563922.xml · nonDerivative · entry 5 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,120 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 5,763 | $21.54 | $124,135.02 |
DisclosureSEC source: 0001046025-20-000070 · wf-form4_158447377563922.xml · nonDerivative · entry 4 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,402 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 5,100 PSU's granted on 02/23/2017. Performance exceeded 100% so an additional 663 shares were granted upon vest. A total of 5,763 shares vested on 03/15/2020. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,700 | $21.54 | $36,618.00 |
DisclosureSEC source: 0001046025-20-000070 · wf-form4_158447377563922.xml · nonDerivative · entry 3 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,639 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,260 | $21.54 | $48,680.40 |
DisclosureSEC source: 0001046025-20-000070 · wf-form4_158447377563922.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,939 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,492 | $21.54 | $32,137.68 |
DisclosureSEC source: 0001046025-20-000070 · wf-form4_158447377563922.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,679 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.