Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | Director | September 15, 2026 | September 15, 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 September 15, 2026 · Filed September 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,890 |
Reported balance
After 2026-09-15 transaction · row 1
1 source rowRow 1 · 2026-09-15 · Sale · Disposed 1,300 · Balance 5,890 |
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 |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 15, 2026 18:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 1,300 | $28.57 | $37,134.50 |
DisclosureSEC source: 0001628280-26-062015 · wk-form4_1789496481.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,890 Read SEC document |
| June 17, 2026 Filed Jun 17, 2026 20:47 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,999 | $27.52 Strike: $0.00 | $55,012.48 |
DisclosureSEC source: 0001628280-26-043975 · wk-form4_1781729227.xml · derivative · entry 1 Rivera Frederick B · CIK 0001838045 · 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: 0001628280-26-029624 · wk-form4_1777911366.xml · derivative · entry 2 Rivera Frederick B · CIK 0001838045 · 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: 0001628280-26-029624 · wk-form4_1777911366.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,190 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 03, 2026 Filed Feb 3, 2026 22:49 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 1,800 | $26.31 | $47,349.54 |
DisclosureSEC source: 0001628280-26-005121 · wk-form4_1770158960.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,972 Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 16:44 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,218 | $22.55 Strike: $0.00 | $50,015.90 |
DisclosureSEC source: 0001046025-25-000139 · wk-form4_1750697089.xml · derivative · entry 1 Rivera Frederick B · CIK 0001838045 · 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: 0001046025-25-000092 · wk-form4_1746207003.xml · derivative · entry 2 Rivera Frederick B · CIK 0001838045 · 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: 0001046025-25-000092 · wk-form4_1746207003.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,772 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 27, 2025 Filed Jan 27, 2025 21:40 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 2,700 | $25.45 | $68,715.00 |
DisclosureSEC source: 0001046025-25-000010 · wk-form4_1738014016.xml · nonDerivative · entry 2 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,844 Read SEC document |
| January 27, 2025 Filed Jan 27, 2025 21:40 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 1,300 | $25.39 | $33,007.00 |
DisclosureSEC source: 0001046025-25-000010 · wk-form4_1738014016.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,544 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: 0001046025-24-000135 · wk-form4_1718897816.xml · derivative · entry 1 Rivera Frederick B · CIK 0001838045 · 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 21:27 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: 0001046025-24-000098 · wk-form4_1714685234.xml · derivative · entry 2 Rivera Frederick B · CIK 0001838045 · 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 21:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 3,023 | $18.26 | $55,199.98 |
DisclosureSEC source: 0001046025-24-000098 · wk-form4_1714685234.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,844 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 |
| December 14, 2023 Filed Dec 14, 2023 21:25 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | PurchaseCommon Stock | 100 | $21.64 | $2,164.00 |
DisclosureSEC source: 0001046025-23-000201 · wk-form4_1702589110.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,821 Read SEC document |
| December 11, 2023 Filed Dec 11, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | PurchaseCommon Stock | 600 | $20.23 | $12,138.00 |
DisclosureSEC source: 0001046025-23-000199 · wk-form4_1702330483.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,721 Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,023 | $16.54 Strike: $0.00 | $50,000.42 |
DisclosureSEC source: 0001046025-23-000162 · wk-form4_1687466468.xml · derivative · entry 1 Rivera Frederick B · CIK 0001838045 · 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 19, 2023 Filed May 19, 2023 16:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | PurchaseCommon Stock | 600 | $16.34 | $9,804.00 |
DisclosureSEC source: 0001046025-23-000141 · wf-form4_168451365177529.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,121 Read SEC document |
| May 01, 2023 Filed May 1, 2023 23:01 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: 0001046025-23-000104 · wf-form4_168298207173706.xml · derivative · entry 2 Rivera Frederick B · CIK 0001838045 · 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 23:01 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,808 | $17.41 | $31,477.28 |
DisclosureSEC source: 0001046025-23-000104 · wf-form4_168298207173706.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,521 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 20, 2022 Filed Jun 21, 2022 17:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,808 | $24.07 Strike: $0.00 | $43,518.56 |
DisclosureSEC source: 0001046025-22-000113 · wf-form4_165583245892644.xml · derivative · entry 1 Rivera Frederick B · CIK 0001838045 · 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 |
| May 03, 2022 Filed May 4, 2022 21:54 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: 0001046025-22-000092 · wf-form4_165170115388761.xml · derivative · entry 2 Rivera Frederick B · CIK 0001838045 · 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 21:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,713 | $24.85 | $42,568.05 |
DisclosureSEC source: 0001046025-22-000092 · wf-form4_165170115388761.xml · nonDerivative · entry 1 Rivera Frederick B · CIK 0001838045 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,713 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 |
| June 23, 2021 Filed Jun 24, 2021 16:00 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,713 | $24.81 Strike: $0.00 | $42,499.53 |
DisclosureSEC source: 0001046025-21-000131 · wf-form4_162455038914631.xml · derivative · entry 1 Rivera Frederick B · CIK 0001838045 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.