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 |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 16, 2022 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 459 | $25.46 | $11,686.14 |
DisclosureSEC source: 0001046025-22-000053 · wf-form4_164747000289846.xml · nonDerivative · entry 5 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,882 Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 598 | $25.46 | $15,225.08 |
DisclosureSEC source: 0001046025-22-000053 · wf-form4_164747000289846.xml · nonDerivative · entry 4 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,341 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 / conversionCommon Stock | 647 | $25.46 | $16,472.62 |
DisclosureSEC source: 0001046025-22-000053 · wf-form4_164747000289846.xml · nonDerivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,743 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 / conversionCommon Stock | 683 | $25.46 | $17,389.18 |
DisclosureSEC source: 0001046025-22-000053 · wf-form4_164747000289846.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,096 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 / conversionCommon Stock | 499 | $25.46 | $12,704.54 |
DisclosureSEC source: 0001046025-22-000053 · wf-form4_164747000289846.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,413 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, 2022 Filed Feb 24, 2022 23:03 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 2,029 | $25.87 Strike: $0.00 | $52,490.23 |
DisclosureSEC source: 0001046025-22-000025 · wf-form4_164574379050282.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,029 Underlying: Common Stock · 2,029 shares Expires 2025-03-15 F3 · security: PSU Grant 2022 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, 2022 Filed Feb 24, 2022 23:03 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,029 | $25.87 Strike: $0.00 | $52,490.23 |
DisclosureSEC source: 0001046025-22-000025 · wf-form4_164574379050282.xml · derivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,029 Underlying: Common Stock · 2,029 shares Expires 2025-03-15 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, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 462 | $29.66 Strike: $0.00 | $13,702.92 |
DisclosureSEC source: 0001046025-21-000062 · wf-form4_161593396137550.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 · 462 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: RSU grant 2018 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 684 | $29.66 Strike: $0.00 | $20,287.44 |
DisclosureSEC source: 0001046025-21-000062 · wf-form4_161593396137550.xml · derivative · entry 8 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,366 Underlying: Common Stock · 684 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, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $29.66 Strike: $0.00 | $14,800.34 |
DisclosureSEC source: 0001046025-21-000062 · wf-form4_161593396137550.xml · derivative · entry 7 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 499 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 |
| March 15, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 442 | $29.66 Strike: $0.00 | $13,109.72 |
DisclosureSEC source: 0001046025-21-000062 · wf-form4_161593396137550.xml · derivative · entry 6 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 944 Underlying: Common Stock · 442 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 1,386 PSU's granted on 02/18/2018. Total 442 PSU's vested represents percentage of Target Payout. F2 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 406 | $29.66 | $12,041.96 |
DisclosureSEC source: 0001046025-21-000062 · wf-form4_161593396137550.xml · nonDerivative · entry 5 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,914 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 462 | $29.66 | $13,702.92 |
DisclosureSEC source: 0001046025-21-000062 · wf-form4_161593396137550.xml · nonDerivative · entry 4 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,320 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, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 684 | $29.66 | $20,287.44 |
DisclosureSEC source: 0001046025-21-000062 · wf-form4_161593396137550.xml · nonDerivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,858 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, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 499 | $29.66 | $14,800.34 |
DisclosureSEC source: 0001046025-21-000062 · wf-form4_161593396137550.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,174 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, 2021 Filed Mar 16, 2021 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 442 | $29.66 | $13,109.72 |
DisclosureSEC source: 0001046025-21-000062 · wf-form4_161593396137550.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,675 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, 2021 Filed Mar 1, 2021 21:09 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 1,960 | $26.00 Strike: $0.00 | $50,960.00 |
DisclosureSEC source: 0001046025-21-000025 · wf-form4_161463296177881.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 Underlying: Common Stock · 1,960 shares Expires 2024-03-15 F3 · shares: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:09 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,960 | $26.00 Strike: $0.00 | $50,960.00 |
DisclosureSEC source: 0001046025-21-000025 · wf-form4_161463296177881.xml · derivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,960 Underlying: Common Stock · 1,960 shares Expires 2024-03-15 F1 · security: RSU Grant 2021 F2 · shares: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 1,783 | $21.54 Strike: $0.00 | $38,405.82 |
DisclosureSEC source: 0001046025-20-000069 · wf-form4_158447375516250.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 · 1,783 shares Expires 2020-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 1,579 PSU's granted on 02/23/2017. Performance exceeded 100% so an additional 204 shares were granted upon vest. A total of 1,783 shares vested on 03/15/2020. 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, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 526 | $21.54 Strike: $0.00 | $11,330.04 |
DisclosureSEC source: 0001046025-20-000069 · wf-form4_158447375516250.xml · derivative · entry 8 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 526 shares Expires 2020-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: RSU grant 2017 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 499 | $21.54 Strike: $0.00 | $10,748.46 |
DisclosureSEC source: 0001046025-20-000069 · wf-form4_158447375516250.xml · derivative · entry 7 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998 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 |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 462 | $21.54 Strike: $0.00 | $9,951.48 |
DisclosureSEC source: 0001046025-20-000069 · wf-form4_158447375516250.xml · derivative · entry 6 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 462 Underlying: Common Stock · 462 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: RSU grant 2018 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 656 | $21.54 | $14,130.24 |
DisclosureSEC source: 0001046025-20-000069 · wf-form4_158447375516250.xml · nonDerivative · entry 5 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,233 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-20-000069 · wf-form4_158447375516250.xml · nonDerivative · entry 4 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,889 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 1,579 PSU's granted on 02/23/2017. Performance exceeded 100% so an additional 204 shares were granted upon vest. A total of 1,783 shares vested on 03/15/2020. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 526 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-20-000069 · wf-form4_158447375516250.xml · nonDerivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,106 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, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 499 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-20-000069 · wf-form4_158447375516250.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,580 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, 2020 Filed Mar 17, 2020 19:36 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 462 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-20-000069 · wf-form4_158447375516250.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,081 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 16:14 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 236 | $21.26 | $5,017.36 |
DisclosureSEC source: 0001046025-20-000051 · wf-form4_158394325119276.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,619 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 21:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 2,050 | $24.86 Strike: $0.00 | $50,963.00 |
DisclosureSEC source: 0001046025-20-000030 · wf-form4_158283891873319.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,050 Underlying: Common Stock · 2,050 shares Expires 2023-03-15 F2 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 21:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,050 | $24.86 Strike: $0.00 | $50,963.00 |
DisclosureSEC source: 0001046025-20-000030 · wf-form4_158283891873319.xml · derivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,050 Underlying: Common Stock · 2,050 shares Expires 2023-03-15 F1 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 17:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 2,304 | $27.48 | $63,307.01 |
DisclosureSEC source: 0001046025-19-000182 · wf-form4_157591130086708.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,855 Read SEC document |
| May 23, 2019 Filed May 23, 2019 22:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock · Derivative | 1,330 | $14.77 Strike: $14.77 | $19,644.10 |
DisclosureSEC source: 0001046025-19-000104 · wf-form4_155865190147136.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Incentive Stock Option · 1,330 shares Expires 2020-05-25 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 23, 2019 Filed May 23, 2019 22:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,330 | $14.77 | $19,644.10 |
DisclosureSEC source: 0001046025-19-000104 · wf-form4_155865190147136.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,159 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 462 | $31.36 Strike: $0.00 | $14,488.32 |
DisclosureSEC source: 0001046025-19-000061 · wf-form4_155295311974558.xml · derivative · entry 5 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 924 Underlying: Common Stock · 462 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: RSU grant 2018 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 526 | $31.36 Strike: $0.00 | $16,495.36 |
DisclosureSEC source: 0001046025-19-000061 · wf-form4_155295311974558.xml · derivative · entry 4 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526 Underlying: Common Stock · 526 shares Expires 2020-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: RSU grant 2017 F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 214 | $31.36 | $6,711.04 |
DisclosureSEC source: 0001046025-19-000061 · wf-form4_155295311974558.xml · nonDerivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,829 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 462 | $31.36 | $14,488.32 |
DisclosureSEC source: 0001046025-19-000061 · wf-form4_155295311974558.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,043 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 526 | $31.36 | $16,495.36 |
DisclosureSEC source: 0001046025-19-000061 · wf-form4_155295311974558.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,581 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 11, 2019 Filed Mar 11, 2019 21:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 570 | $30.74 | $17,521.80 |
DisclosureSEC source: 0001046025-19-000044 · wf-form4_155233988434140.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,055 Read SEC document |
| February 27, 2019 Filed Mar 2, 2019 02:44 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,497 | $33.04 Strike: $0.00 | $49,460.88 |
DisclosureSEC source: 0001046025-19-000033 · wf-form4_155149467533793.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,497 Underlying: Common Stock · 1,497 shares Expires 2022-03-15 Read SEC document |
| February 27, 2019 Filed Mar 2, 2019 02:44 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 1,497 | $33.04 Strike: $0.00 | $49,460.88 |
DisclosureSEC source: 0001046025-19-000033 · wf-form4_155149467533793.xml · derivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,497 Underlying: Common Stock · 1,497 shares Expires 2022-03-15 Read SEC document |
| February 06, 2019 Filed Feb 6, 2019 23:39 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 3,268 | $31.60 | $103,271.09 |
DisclosureSEC source: 0001046025-19-000009 · wf-form4_154949636001013.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,625 Read SEC document |
| November 01, 2018 Filed Nov 1, 2018 22:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock · Derivative | 1,000 | $14.77 Strike: $14.77 | $14,770.00 |
DisclosureSEC source: 0001046025-18-000169 · wf-form4_154111295729231.xml · derivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,330 Underlying: Incentive Stock Option · 1,000 shares Expires 2020-05-25 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 |
| November 01, 2018 Filed Nov 1, 2018 22:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,000 | $14.77 | $14,770.00 |
DisclosureSEC source: 0001046025-18-000169 · wf-form4_154111295729231.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,893 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 |
| August 03, 2018 Filed Aug 6, 2018 16:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock · Derivative | 2,000 | $0.00 Strike: $14.77 | $0.00 |
DisclosureSEC source: 0001046025-18-000153 · wf-form4_153357435779617.xml · derivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,330 Underlying: Incentive Stock Option · 2,000 shares Expires 2020-05-25 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 |
| August 03, 2018 Filed Aug 6, 2018 16:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,000 | $14.77 | $29,540.00 |
DisclosureSEC source: 0001046025-18-000153 · wf-form4_153357435779617.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,893 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 |
| July 27, 2018 Filed Jul 27, 2018 18:58 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 816 | $36.10 | $29,457.60 |
DisclosureSEC source: 0001046025-18-000146 · wf-form4_153271788544421.xml · nonDerivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,893 Read SEC document |
| July 27, 2018 Filed Jul 27, 2018 18:58 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 200 | $36.11 | $7,222.76 |
DisclosureSEC source: 0001046025-18-000146 · wf-form4_153271788544421.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,709 Read SEC document |
| July 27, 2018 Filed Jul 27, 2018 18:58 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 300 | $36.13 | $10,837.50 |
DisclosureSEC source: 0001046025-18-000146 · wf-form4_153271788544421.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,909 Read SEC document |
| June 10, 2018 Filed Jun 11, 2018 22:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 776 | $33.85 | $26,267.60 |
DisclosureSEC source: 0001046025-18-000112 · wf-form4_152875754673770.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,209 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.