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, 2018 Filed Mar 16, 2018 20:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 527 | $31.90 Strike: $0.00 | $16,811.30 |
DisclosureSEC source: 0001046025-18-000066 · wf-form4_152123204226566.xml · derivative · entry 5 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052 Underlying: Common Stock · 527 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 · 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, 2018 Filed Mar 16, 2018 20:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 120 | $31.90 | $3,828.00 |
DisclosureSEC source: 0001046025-18-000066 · wf-form4_152123204226566.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,985 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 527 | $31.90 | $16,811.30 |
DisclosureSEC source: 0001046025-18-000066 · wf-form4_152123204226566.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,105 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, 2018 Filed Mar 13, 2018 20:03 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 710 | $31.20 | $22,152.00 |
DisclosureSEC source: 0001046025-18-000048 · wf-form4_152097137753511.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,578 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:53 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units | 1,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000031 · wf-form4_151994120543331.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,965 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 |
| February 28, 2018 Filed Mar 1, 2018 21:53 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units | 1,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000031 · wf-form4_151994120543331.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,965 F1 · 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 28, 2018 Filed Mar 16, 2018 20:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 1,386 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000066 · wf-form4_152123204226566.xml · derivative · entry 4 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,386 Underlying: Common Stock · 1,386 shares Expires 2021-03-15 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 28, 2018 Filed Mar 16, 2018 20:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,386 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000066 · wf-form4_152123204226566.xml · derivative · entry 3 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,386 Underlying: Common Stock · 1,386 shares Expires 2021-03-15 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 |
| November 07, 2017 Filed Nov 7, 2017 22:35 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 1,000 | $31.22 | $31,217.50 |
DisclosureSEC source: 0001046025-17-000144 · wf-form4_151009412293526.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,288 Read SEC document |
| June 10, 2017 Filed Jun 13, 2017 21:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,268 | $25.50 | $32,334.00 |
DisclosureSEC source: 0001046025-17-000096 · wf-form4_149738948085912.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,446 Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 21:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 509 | $23.95 | $12,190.55 |
DisclosureSEC source: 0001046025-17-000055 · wf-form4_148944021718574.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,714 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 19:48 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000033 · wf-form4_148796570527322.xml · nonDerivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,521 F2 · 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 23, 2017 Filed Feb 24, 2017 19:48 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000033 · wf-form4_148796570527322.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,942 F1 · 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 |
| December 12, 2016 Filed Dec 14, 2016 19:04 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 439 | $24.91 | $10,933.30 |
DisclosureSEC source: 0001046025-16-000271 · wf-form4_148174226780479.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,363 Read SEC document |
| October 31, 2016 Filed Oct 31, 2016 21:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionIncentive Stock Option · Derivative | 1,000 | $11.35 Strike: $11.35 | $11,350.00 |
DisclosureSEC source: 0001046025-16-000254 · wf-form4_147795009271699.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2015-02-26 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 |
| October 31, 2016 Filed Oct 31, 2016 21:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,000 | $11.35 | $11,350.00 |
DisclosureSEC source: 0001046025-16-000254 · wf-form4_147795009271699.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,802 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 |
| October 31, 2016 Filed Nov 1, 2016 23:23 UTC Amendment | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionIncentive Stock Option · Derivative | 1,000 | $11.35 Strike: $11.35 | $11,350.00 |
DisclosureSEC source: 0001046025-16-000258 · wf-form4a_147804262523904.xml · derivative · entry 2 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,000 shares Expires 2018-02-26 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 · derivative.expiration_date: Corrected the Expiration Date. The original Form 4 populated the 1st traunch expiration date. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 23:23 UTC Amendment | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,000 | $11.35 | $11,350.00 |
DisclosureSEC source: 0001046025-16-000258 · wf-form4a_147804262523904.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,802 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 |
| September 07, 2016 Filed Sep 7, 2016 23:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,949 | $18.67 | $36,387.83 |
DisclosureSEC source: 0001046025-16-000245 · wf-form4_147329042063902.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,802 Read SEC document |
| March 10, 2016 Filed Mar 13, 2017 21:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 298 | $17.66 | $5,262.68 |
DisclosureSEC source: 0001046025-17-000055 · wf-form4_148944021718574.xml · nonDerivative · entry 1 Hinson Donald · CIK 0001410604 · EVPand Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,223 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.