Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | EVPand Chief Financial Officer | June 09, 2026 | June 10, 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 09, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,241 |
Reported balance
After 2026-06-09 transaction · row 1
1 source rowRow 1 · 2026-06-09 · Sale · Disposed 3,842 · Balance 41,241 |
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 09, 2026 Filed Jun 10, 2026 18:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 3,842 | $28.37 | $109,012.52 |
DisclosureSEC source: 0001628280-26-042137 · wk-form4_1781114906.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,241 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,177 | $24.89 Strike: $0.00 | $29,295.53 |
DisclosureSEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · derivative · entry 9 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,354 Underlying: Common Stock · 1,177 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. F5 · security: RSU Grant February 2025 F6 · 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 19:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 203 | $24.89 Strike: $0.00 | $5,052.67 |
DisclosureSEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · derivative · entry 8 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 203 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. F3 · security: PSU Grant 02/22/23 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, 2026 Filed Mar 18, 2026 19:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,455 | $24.89 Strike: $0.00 | $36,214.95 |
DisclosureSEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · derivative · entry 7 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,456 Underlying: Common Stock · 1,455 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: 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. F2 · security: RSU Grant February 2024 F1 · 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 19:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 850 | $24.89 Strike: $0.00 | $21,156.50 |
DisclosureSEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · derivative · entry 6 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 850 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 19:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 689 | $24.89 | $17,149.21 |
DisclosureSEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · nonDerivative · entry 5 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,083 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,177 | $24.89 | $29,295.53 |
DisclosureSEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · nonDerivative · entry 4 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,772 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 |
| March 16, 2026 Filed Mar 18, 2026 19:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 203 | $24.89 | $5,052.67 |
DisclosureSEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · nonDerivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,595 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 19:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,455 | $24.89 | $36,214.95 |
DisclosureSEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,392 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 19:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 850 | $24.89 | $21,156.50 |
DisclosureSEC source: 0001628280-26-019313 · wk-form4_1773861585.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,937 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 21:01 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,269 | $27.54 | $90,028.26 |
DisclosureSEC source: 0001628280-26-012784 · wk-form4_1772226060.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,269 Underlying: Common Stock · 3,269 shares Expires 2029-03-15 F4 · security: RSU Grant 2026 F2 · derivative.exercise_price: $0.00 F5 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029 Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:01 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 3,269 | $27.54 | $90,028.26 |
DisclosureSEC source: 0001628280-26-012784 · wk-form4_1772226060.xml · derivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,269 Underlying: Common Stock · 3,269 shares Expires 2029-03-15 F1 · security: PSU Grant 2026 F2 · derivative.exercise_price: $0.00 F3 · derivative.exercise_date: PSU - 3 year cliff vesting 3/15/2029 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 1,622 | $23.77 Strike: $0.00 | $38,554.94 |
DisclosureSEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · derivative · entry 10 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,622 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. F6 · shares: Represents 2029 PSU's granted on 02/22/2022. Total 1,622 PSU's vested represents percentage of Target Payout. 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 | 1,455 | $23.77 Strike: $0.00 | $34,585.35 |
DisclosureSEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · derivative · entry 9 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,911 Underlying: Common Stock · 1,455 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. F4 · 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. F5 · security: RSU Grant February 2024 F4 · 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 | 850 | $23.77 Strike: $0.00 | $20,204.50 |
DisclosureSEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · derivative · entry 8 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 850 Underlying: Common Stock · 850 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. F3 · 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 | 677 | $23.77 Strike: $0.00 | $16,092.29 |
DisclosureSEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · derivative · entry 7 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 677 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 2022 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 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 3,420 | $23.59 | $80,681.22 |
DisclosureSEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 6 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,087 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 831 | $23.77 | $19,752.87 |
DisclosureSEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 5 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,507 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,622 | $23.77 | $38,554.94 |
DisclosureSEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 4 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,338 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 | 1,455 | $23.77 | $34,585.35 |
DisclosureSEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,716 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 | 850 | $23.77 | $20,204.50 |
DisclosureSEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,261 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 | 677 | $23.77 | $16,092.29 |
DisclosureSEC source: 0001046025-25-000060 · wk-form4_1742334680.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,411 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 18:53 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 3,530 | $24.29 Strike: $0.00 | $85,743.70 |
DisclosureSEC source: 0001046025-25-000035 · wk-form4_1740682426.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,530 Underlying: Common Stock · 3,530 shares Expires 2028-03-15 F3 · security: PSU 2025 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 18:53 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,531 | $24.29 Strike: $0.00 | $85,767.99 |
DisclosureSEC source: 0001046025-25-000035 · wk-form4_1740682426.xml · derivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,531 Underlying: Common Stock · 3,531 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 |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 666 | $18.38 Strike: $0.00 | $12,241.08 |
DisclosureSEC source: 0001046025-24-000069 · wk-form4_1710794579.xml · derivative · entry 9 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 666 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. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 784 | $18.38 Strike: $0.00 | $14,409.92 |
DisclosureSEC source: 0001046025-24-000069 · wk-form4_1710794579.xml · derivative · entry 8 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 784 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 · balance_after: Represents performance stock unit granted from 2014 Omnibus Equity Plan. Units adjusted based on performance metrics. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 676 | $18.38 Strike: $0.00 | $12,424.88 |
DisclosureSEC source: 0001046025-24-000069 · wk-form4_1710794579.xml · derivative · entry 7 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 677 Underlying: Common Stock · 676 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 2022 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, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 849 | $18.38 Strike: $0.00 | $15,604.62 |
DisclosureSEC source: 0001046025-24-000069 · wk-form4_1710794579.xml · derivative · entry 6 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,700 Underlying: Common Stock · 849 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 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 490 | $18.38 | $9,006.20 |
DisclosureSEC source: 0001046025-24-000069 · wk-form4_1710794579.xml · nonDerivative · entry 5 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,734 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 666 | $18.38 | $12,241.08 |
DisclosureSEC source: 0001046025-24-000069 · wk-form4_1710794579.xml · nonDerivative · entry 4 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,224 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 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 784 | $18.38 | $14,409.92 |
DisclosureSEC source: 0001046025-24-000069 · wk-form4_1710794579.xml · nonDerivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,558 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 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 676 | $18.38 | $12,424.88 |
DisclosureSEC source: 0001046025-24-000069 · wk-form4_1710794579.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,774 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 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 849 | $18.38 | $15,604.62 |
DisclosureSEC source: 0001046025-24-000069 · wk-form4_1710794579.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,098 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 22:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 4,366 | $18.16 Strike: $0.00 | $79,286.56 |
DisclosureSEC source: 0001046025-24-000041 · wk-form4_1709158080.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,732 Underlying: Common Stock · 4,366 shares Expires 2027-03-15 F3 · security: PSU Grant 02/22/24 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 4,366 | $18.16 Strike: $0.00 | $79,286.56 |
DisclosureSEC source: 0001046025-24-000041 · wk-form4_1709158080.xml · derivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,366 Underlying: Common Stock · 4,366 shares Expires 2027-03-15 F1 · security: 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. F2 · security: RSU Grant February 2024 F1 · 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 15, 2023 Filed Mar 16, 2023 21:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 683 | $22.83 Strike: $0.00 | $15,592.89 |
DisclosureSEC source: 0001046025-23-000055 · wf-form4_167900240492579.xml · derivative · entry 9 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 683 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 21:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 676 | $22.83 Strike: $0.00 | $15,433.08 |
DisclosureSEC source: 0001046025-23-000055 · wf-form4_167900240492579.xml · derivative · entry 8 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,353 Underlying: Common Stock · 676 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 2022 F3 · 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, 2023 Filed Mar 16, 2023 21:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 647 | $22.83 Strike: $0.00 | $14,771.01 |
DisclosureSEC source: 0001046025-23-000055 · wf-form4_167900240492579.xml · derivative · entry 7 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666 Underlying: Common Stock · 647 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. F1 · security: RSU Grant 2021 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 2,070 | $22.83 Strike: $0.00 | $47,258.10 |
DisclosureSEC source: 0001046025-23-000055 · wf-form4_167900240492579.xml · derivative · entry 6 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,070 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 21:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 709 | $22.83 | $16,186.47 |
DisclosureSEC source: 0001046025-23-000055 · wf-form4_167900240492579.xml · nonDerivative · entry 5 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,249 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 683 | $22.83 | $15,592.89 |
DisclosureSEC source: 0001046025-23-000055 · wf-form4_167900240492579.xml · nonDerivative · entry 4 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,958 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 21:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 676 | $22.83 | $15,433.08 |
DisclosureSEC source: 0001046025-23-000055 · wf-form4_167900240492579.xml · nonDerivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,275 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 21:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 647 | $22.83 | $14,771.01 |
DisclosureSEC source: 0001046025-23-000055 · wf-form4_167900240492579.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,599 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 21:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,070 | $22.83 | $47,258.10 |
DisclosureSEC source: 0001046025-23-000055 · wf-form4_167900240492579.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,952 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 17:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 2,549 | $28.28 Strike: $0.00 | $72,085.72 |
DisclosureSEC source: 0001046025-23-000031 · wf-form4_167725849650177.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,549 Underlying: Common Stock · 2,549 shares Expires 2026-03-15 F3 · security: PSU Grant 02/22/23 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 |
| February 22, 2023 Filed Feb 24, 2023 17:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,549 | $28.28 Strike: $0.00 | $72,085.72 |
DisclosureSEC source: 0001046025-23-000031 · wf-form4_167725849650177.xml · derivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,549 Underlying: Common Stock · 2,549 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 |
| March 15, 2022 Filed Mar 16, 2022 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 598 | $25.46 Strike: $0.00 | $15,225.08 |
DisclosureSEC source: 0001046025-22-000053 · wf-form4_164747000289846.xml · derivative · entry 9 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 598 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 1,497 granted on 02/27/2019. Total 598 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 | 647 | $25.46 Strike: $0.00 | $16,472.62 |
DisclosureSEC source: 0001046025-22-000053 · wf-form4_164747000289846.xml · derivative · entry 8 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,313 Underlying: Common Stock · 647 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. 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 | 683 | $25.46 Strike: $0.00 | $17,389.18 |
DisclosureSEC source: 0001046025-22-000053 · wf-form4_164747000289846.xml · derivative · entry 7 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683 Underlying: Common Stock · 683 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, 2022 Filed Mar 16, 2022 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $25.46 Strike: $0.00 | $12,704.54 |
DisclosureSEC source: 0001046025-22-000053 · wf-form4_164747000289846.xml · derivative · entry 6 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 499 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.