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, 2023 Filed Jun 16, 2023 18:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 98 | $17.60 | $1,724.80 |
DisclosureSEC source: 0001046025-23-000146 · wk-form4_1686939621.xml · nonDerivative · entry 2 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,933 Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 18:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 576 | $17.60 | $10,137.60 |
DisclosureSEC source: 0001046025-23-000146 · wk-form4_1686939621.xml · nonDerivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,031 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 895 | $22.83 Strike: $0.00 | $20,432.85 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · derivative · entry 11 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,790 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. F2 · security: RSU Grant Awarded 02/22/2022 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 567 | $22.83 Strike: $0.00 | $12,944.61 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · derivative · entry 10 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583 Underlying: Common Stock · 567 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. F3 · security: RSU Grant Awarded 02/25/2021 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 154 | $22.83 Strike: $0.00 | $3,515.82 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · derivative · entry 9 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619 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. F2 · security: RSU Grant Awarded 02/22/2022 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 201 | $22.83 Strike: $0.00 | $4,588.83 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · derivative · entry 8 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 201 shares Expires 2023-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 436 | $22.83 Strike: $0.00 | $9,953.88 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · derivative · entry 7 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 436 shares Expires 2023-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: RSU Grant Awarded 02/26/2020 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 462 | $22.83 | $10,547.46 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · nonDerivative · entry 6 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,455 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 895 | $22.83 | $20,432.85 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · nonDerivative · entry 5 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,917 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 567 | $22.83 | $12,944.61 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · nonDerivative · entry 4 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,022 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 154 | $22.83 | $3,515.82 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · nonDerivative · entry 3 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,455 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 |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 201 | $22.83 | $4,588.83 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · nonDerivative · entry 2 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,301 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 436 | $22.83 | $9,953.88 |
DisclosureSEC source: 0001046025-23-000061 · wf-form4_167900250555050.xml · nonDerivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,100 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 17:07 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 5,305 | $28.28 Strike: $0.00 | $150,025.40 |
DisclosureSEC source: 0001046025-23-000028 · wf-form4_167725843537660.xml · derivative · entry 2 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,305 Underlying: Common Stock · 5,305 shares Expires 2028-03-15 F1 · security: RSU Grant 2023 F3 · derivative.underlying_shares: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest equally over a 5 year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 17:07 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,327 | $28.28 Strike: $0.00 | $65,807.56 |
DisclosureSEC source: 0001046025-23-000028 · wf-form4_167725843537660.xml · derivative · entry 1 Curran Amy E. · CIK 0001961127 · EVP Director Commercial Lend 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,327 Underlying: Common Stock · 2,327 shares Expires 2026-03-15 F1 · security: RSU Grant 2023 F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.