Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | EVP Director Commercial Lend | June 15, 2026 | June 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 June 15, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,958 |
Ending reported balance
After 2026-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-06-15 · Exercise / conversion · Acquired 576 · Balance 30,029 Row 2 · 2026-06-15 · Tax withholding · Disposed 71 · Balance 29,958 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-06-15 | Direct | 1,151 |
Reported balance
After 2026-06-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-06-15 · Exercise / conversion · Disposed 576 · Balance 1,151 F1: RSU Grant Awarded 06/23/2021 |
Filing footnotes · ownership attribution and instrument terms
F1: RSU Grant Awarded 06/23/2021
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 15, 2026 Filed Jun 15, 2026 22:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 576 | $28.44 Strike: $0.00 | $16,381.44 |
DisclosureSEC source: 0001628280-26-043364 · wk-form4_1781564246.xml · derivative · entry 3 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,151 Underlying: Common Stock · 576 shares Expires 2028-06-15 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 Awarded 06/23/2021 Read SEC document |
| June 15, 2026 Filed Jun 15, 2026 22:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 71 | $28.44 | $2,019.24 |
DisclosureSEC source: 0001628280-26-043364 · wk-form4_1781564246.xml · nonDerivative · entry 2 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,958 Read SEC document |
| June 15, 2026 Filed Jun 15, 2026 22:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 576 | $28.44 | $16,381.44 |
DisclosureSEC source: 0001628280-26-043364 · wk-form4_1781564246.xml · nonDerivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,029 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 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,429 | $24.89 Strike: $0.00 | $35,567.81 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · derivative · entry 11 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,860 Underlying: Common Stock · 1,429 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. F4 · security: RSU Grant February 2025 F5 · 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 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,619 | $24.89 Strike: $0.00 | $40,296.91 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · derivative · entry 10 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,620 Underlying: Common Stock · 1,619 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. 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. F3 · security: RSU Grant February 2024 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 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,061 | $24.89 Strike: $0.00 | $26,408.29 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · derivative · entry 9 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,122 Underlying: Common Stock · 1,061 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. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 776 | $24.89 Strike: $0.00 | $19,314.64 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · derivative · entry 8 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 776 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 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 155 | $24.89 Strike: $0.00 | $3,857.95 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · derivative · entry 7 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155 Underlying: Common Stock · 155 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 Awarded 02/22/2022 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 918 | $24.89 | $22,849.02 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 6 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,453 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,429 | $24.89 | $35,567.81 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 5 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,371 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 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,619 | $24.89 | $40,296.91 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 4 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,942 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 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,061 | $24.89 | $26,408.29 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 3 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,323 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 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 776 | $24.89 | $19,314.64 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 2 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,262 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 19:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 155 | $24.89 | $3,857.95 |
DisclosureSEC source: 0001628280-26-019306 · wk-form4_1773861395.xml · nonDerivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,486 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 20:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 5,355 | $27.54 | $147,476.70 |
DisclosureSEC source: 0001628280-26-012755 · wk-form4_1772224435.xml · derivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,355 Underlying: Common Stock · 5,355 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 |
| June 16, 2025 Filed Jun 17, 2025 18:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 576 | $22.76 Strike: $0.00 | $13,109.76 |
DisclosureSEC source: 0001046025-25-000120 · wk-form4_1750186598.xml · derivative · entry 5 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,727 Underlying: Common Stock · 576 shares Expires 2028-06-15 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. F2 · security: RSU Grant Awarded 06/23/2021 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: 0001046025-25-000120 · wk-form4_1750186598.xml · derivative · entry 4 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 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 Awarded 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 | 124 | $22.76 | $2,822.24 |
DisclosureSEC source: 0001046025-25-000120 · wk-form4_1750186598.xml · nonDerivative · entry 3 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,331 Read SEC document |
| June 16, 2025 Filed Jun 17, 2025 18:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 576 | $22.76 | $13,109.76 |
DisclosureSEC source: 0001046025-25-000120 · wk-form4_1750186598.xml · nonDerivative · entry 2 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,455 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 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: 0001046025-25-000120 · wk-form4_1750186598.xml · nonDerivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,879 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 | 1,619 | $23.77 Strike: $0.00 | $38,483.63 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · derivative · entry 11 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,239 Underlying: Common Stock · 1,619 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: 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 · security: RSU Grant February 2024 F3 · 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 | 895 | $23.77 Strike: $0.00 | $21,274.15 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · derivative · entry 10 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 895 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: RSU Grant Awarded 02/22/2022 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 | 1,061 | $23.77 Strike: $0.00 | $25,219.97 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · derivative · entry 9 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,183 Underlying: Common Stock · 1,061 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. 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 | 776 | $23.77 Strike: $0.00 | $18,445.52 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · derivative · entry 8 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 776 Underlying: Common Stock · 776 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 | 154 | $23.77 Strike: $0.00 | $3,660.58 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · derivative · entry 7 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 310 Underlying: Common Stock · 154 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 Awarded 02/22/2022 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 858 | $23.77 | $20,394.66 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 6 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,353 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,619 | $23.77 | $38,483.63 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 5 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,211 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 | 895 | $23.77 | $21,274.15 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 4 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,592 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 | 1,061 | $23.77 | $25,219.97 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 3 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,697 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 | 776 | $23.77 | $18,445.52 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 2 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,636 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 | 154 | $23.77 | $3,660.58 |
DisclosureSEC source: 0001046025-25-000062 · wk-form4_1742334702.xml · nonDerivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,860 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 | 4,289 | $24.29 Strike: $0.00 | $104,179.81 |
DisclosureSEC source: 0001046025-25-000039 · wk-form4_1740682470.xml · derivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,289 Underlying: Common Stock · 4,289 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 | 576 | $16.68 Strike: $0.00 | $9,607.68 |
DisclosureSEC source: 0001046025-24-000120 · wk-form4_1718729715.xml · derivative · entry 5 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,303 Underlying: Common Stock · 576 shares Expires 2028-06-15 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. F2 · security: RSU Grant Awarded 06/23/2021 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: 0001046025-24-000120 · wk-form4_1718729715.xml · derivative · entry 4 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 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 Awarded 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 | 119 | $16.68 | $1,984.92 |
DisclosureSEC source: 0001046025-24-000120 · wk-form4_1718729715.xml · nonDerivative · entry 3 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,706 Read SEC document |
| June 15, 2024 Filed Jun 18, 2024 16:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 576 | $16.68 | $9,607.68 |
DisclosureSEC source: 0001046025-24-000120 · wk-form4_1718729715.xml · nonDerivative · entry 2 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,825 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 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: 0001046025-24-000120 · wk-form4_1718729715.xml · nonDerivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,249 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 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 583 | $18.38 Strike: $0.00 | $10,715.54 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · derivative · entry 11 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 583 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: RSU Grant Awarded 02/25/2021 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 155 | $18.38 Strike: $0.00 | $2,848.90 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · derivative · entry 10 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 464 Underlying: Common Stock · 155 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 Awarded 02/22/2022 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,061 | $18.38 Strike: $0.00 | $19,501.18 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · derivative · entry 9 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,244 Underlying: Common Stock · 1,061 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. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 775 | $18.38 Strike: $0.00 | $14,244.50 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · derivative · entry 8 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,552 Underlying: Common Stock · 775 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 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 895 | $18.38 Strike: $0.00 | $16,450.10 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · derivative · entry 7 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 895 Underlying: Common Stock · 895 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: RSU Grant Awarded 02/22/2022 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 679 | $18.38 | $12,480.02 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · nonDerivative · entry 6 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,723 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 583 | $18.38 | $10,715.54 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · nonDerivative · entry 5 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,402 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. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 155 | $18.38 | $2,848.90 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · nonDerivative · entry 4 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,819 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 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,061 | $18.38 | $19,501.18 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · nonDerivative · entry 3 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,664 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 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 775 | $18.38 | $14,244.50 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · nonDerivative · entry 2 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,603 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 20:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 895 | $18.38 | $16,450.10 |
DisclosureSEC source: 0001046025-24-000068 · wk-form4_1710794559.xml · nonDerivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,828 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 22:06 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 4,858 | $18.16 Strike: $0.00 | $88,221.28 |
DisclosureSEC source: 0001046025-24-000036 · wk-form4_1709157945.xml · derivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,858 Underlying: Common Stock · 4,858 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 18:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 576 | $17.60 Strike: $0.00 | $10,137.60 |
DisclosureSEC source: 0001046025-23-000146 · wk-form4_1686939621.xml · derivative · entry 3 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,879 Underlying: Common Stock · 576 shares Expires 2028-06-15 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 Awarded 06/23/2021 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.