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 |
|---|---|---|---|---|---|---|
| March 10, 2020 Filed Mar 11, 2020 16:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 550 | $21.26 | $11,693.00 |
DisclosureSEC source: 0001046025-20-000053 · wf-form4_158394329854358.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,187 Read SEC document |
| September 10, 2019 Filed Sep 10, 2019 23:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 2,274 | $26.82 | $60,980.49 |
DisclosureSEC source: 0001046025-19-000148 · wf-form4_156815762323728.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,737 Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 16:58 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,503 | $29.97 Strike: $0.00 | $75,014.91 |
DisclosureSEC source: 0001046025-19-000132 · wf-form4_156208668306645.xml · derivative · entry 3 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,006 Underlying: Common Stock · 2,503 shares Expires 2020-05-04 Read SEC document |
| April 29, 2019 Filed Apr 30, 2019 20:49 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 3,885 | $30.74 | $119,421.79 |
DisclosureSEC source: 0001046025-19-000077 · wf-form4_155665732992788.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,011 Read SEC document |
| March 15, 2019 Filed Mar 15, 2019 22:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,492 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-19-000051 · wf-form4_155268851440661.xml · derivative · entry 7 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,984 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. F3 · security: RSU grant 2018 Read SEC document |
| March 15, 2019 Filed Mar 15, 2019 22:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,700 | $31.36 Strike: $0.00 | $53,312.00 |
DisclosureSEC source: 0001046025-19-000051 · wf-form4_155268851440661.xml · derivative · entry 6 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,700 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. F1 · security: RSU grant 2017 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, 2019 Filed Mar 15, 2019 22:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,221 | $31.36 | $38,290.56 |
DisclosureSEC source: 0001046025-19-000051 · wf-form4_155268851440661.xml · nonDerivative · entry 5 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,896 Read SEC document |
| March 15, 2019 Filed Mar 15, 2019 22:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,492 | $31.36 | $46,789.12 |
DisclosureSEC source: 0001046025-19-000051 · wf-form4_155268851440661.xml · nonDerivative · entry 4 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,117 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2019 Filed Mar 15, 2019 22:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,700 | $31.36 | $53,312.00 |
DisclosureSEC source: 0001046025-19-000051 · wf-form4_155268851440661.xml · nonDerivative · entry 3 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,625 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2019 Filed Mar 15, 2019 22:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 12,705 | $31.53 | $400,588.65 |
DisclosureSEC source: 0001046025-19-000051 · wf-form4_155268851440661.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,925 Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 22:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 916 | $31.48 | $28,835.68 |
DisclosureSEC source: 0001046025-19-000051 · wf-form4_155268851440661.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,630 Read SEC document |
| March 11, 2019 Filed Mar 11, 2019 21:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,767 | $30.74 | $54,317.58 |
DisclosureSEC source: 0001046025-19-000043 · wf-form4_155233984437717.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,546 Read SEC document |
| February 27, 2019 Filed Mar 2, 2019 02:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 6,780 | $33.04 Strike: $0.00 | $224,011.20 |
DisclosureSEC source: 0001046025-19-000019 · wf-form4_155149395062796.xml · derivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,780 Underlying: Common Stock · 6,780 shares Expires not disclosed F1 · derivative.expiration_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 |
| February 27, 2019 Filed Mar 2, 2019 02:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 6,780 | $33.04 Strike: $0.00 | $224,011.20 |
DisclosureSEC source: 0001046025-19-000019 · wf-form4_155149395062796.xml · derivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,780 Underlying: Common Stock · 6,780 shares Expires 2022-03-15 Read SEC document |
| November 28, 2018 Filed Nov 28, 2018 17:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 5,000 | $34.74 | $173,716.50 |
DisclosureSEC source: 0001046025-18-000182 · wf-form4_154342671894699.xml · nonDerivative · entry 3 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,313 Read SEC document |
| November 27, 2018 Filed Nov 28, 2018 17:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 5,000 | $34.44 | $172,214.50 |
DisclosureSEC source: 0001046025-18-000182 · wf-form4_154342671894699.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,313 Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 17:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 5,000 | $34.49 | $172,447.00 |
DisclosureSEC source: 0001046025-18-000182 · wf-form4_154342671894699.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,313 Read SEC document |
| July 27, 2018 Filed Jul 27, 2018 18:58 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 6,734 | $36.29 | $244,349.92 |
DisclosureSEC source: 0001046025-18-000147 · wf-form4_153271791345291.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,313 Read SEC document |
| June 10, 2018 Filed Jun 11, 2018 22:53 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,537 | $33.85 | $52,027.45 |
DisclosureSEC source: 0001046025-18-000115 · wf-form4_152875761493166.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,047 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,700 | $31.90 Strike: $0.00 | $54,230.00 |
DisclosureSEC source: 0001046025-18-000070 · wf-form4_152123212103461.xml · derivative · entry 5 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 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. F1 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 388 | $31.90 | $12,377.20 |
DisclosureSEC source: 0001046025-18-000070 · wf-form4_152123212103461.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,584 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,700 | $31.90 | $54,230.00 |
DisclosureSEC source: 0001046025-18-000070 · wf-form4_152123212103461.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,972 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 10, 2018 Filed Mar 13, 2018 20:04 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,739 | $31.20 | $54,256.80 |
DisclosureSEC source: 0001046025-18-000050 · wf-form4_152097141417438.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,272 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units | 4,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000035 · wf-form4_151994128672106.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,576 F2 · shares: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units | 4,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000035 · wf-form4_151994128672106.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,576 F1 · shares: 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 28, 2018 Filed Mar 16, 2018 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 4,476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000070 · wf-form4_152123212103461.xml · derivative · entry 4 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,476 Underlying: Common Stock · 4,476 shares Expires 2021-03-15 F2 · 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 28, 2018 Filed Mar 16, 2018 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 4,476 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000070 · wf-form4_152123212103461.xml · derivative · entry 3 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,476 Underlying: Common Stock · 4,476 shares Expires 2021-03-15 F1 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| November 07, 2017 Filed Nov 7, 2017 22:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 5,636 | $30.76 | $173,335.18 |
DisclosureSEC source: 0001046025-17-000143 · wf-form4_151009410717046.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,011 Read SEC document |
| June 10, 2017 Filed Jun 13, 2017 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 2,433 | $25.50 | $62,041.50 |
DisclosureSEC source: 0001046025-17-000099 · wf-form4_149738953808516.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,847 Read SEC document |
| May 02, 2017 Filed May 4, 2017 15:46 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 8,562 | $25.80 | $220,899.60 |
DisclosureSEC source: 0001219983-17-000002 · wf-form4_149391274995736.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,280 Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 21:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,178 | $23.95 | $28,213.10 |
DisclosureSEC source: 0001046025-17-000056 · wf-form4_148944023611731.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,842 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 19:48 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000032 · wf-form4_148796568886876.xml · nonDerivative · entry 2 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,691 F2 · shares: 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 23, 2017 Filed Feb 24, 2017 19:48 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000032 · wf-form4_148796568886876.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,591 F1 · shares: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 10, 2016 Filed Mar 13, 2017 21:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 671 | $17.66 | $11,849.86 |
DisclosureSEC source: 0001046025-17-000056 · wf-form4_148944023611731.xml · nonDerivative · entry 1 VANCE BRIAN L · CIK 0001219983 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,020 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.