Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | EVP Chief Risk Officer | March 16, 2026 | March 18, 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 March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 18,611 |
Ending reported balance
After 2026-03-16 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-03-16 · Exercise / conversion · Acquired 1,440 · Balance 15,873 Row 2 · 2026-03-16 · Exercise / conversion · Acquired 530 · Balance 16,403 Row 3 · 2026-03-16 · Exercise / conversion · Acquired 1,671 · Balance 18,074 Row 4 · 2026-03-16 · Exercise / conversion · Acquired 1,475 · Balance 19,549 Row 5 · 2026-03-16 · Tax withholding · Disposed 938 · Balance 18,611 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-03-15 | Direct | 0 |
Reported balance
After 2026-03-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-16 · Exercise / conversion · Disposed 1,440 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-03-15 | Direct | 1,062 |
Reported balance
After 2026-03-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-16 · Exercise / conversion · Disposed 530 · Balance 1,062 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-03-15 | Direct | 1,672 |
Reported balance
After 2026-03-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-16 · Exercise / conversion · Disposed 1,671 · Balance 1,672 F1: RSU Grant February 2024 F2: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-03-15 | Direct | 2,952 |
Reported balance
After 2026-03-16 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-16 · Exercise / conversion · Disposed 1,475 · Balance 2,952 F3: RSU Grant February 2025 F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: RSU Grant February 2024
F2: Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.
F3: RSU Grant February 2025
F4: 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.
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 16, 2026 Filed Mar 18, 2026 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,475 | $24.89 Strike: $0.00 | $36,712.75 |
DisclosureSEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · derivative · entry 9 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,952 Underlying: Common Stock · 1,475 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. F3 · security: RSU Grant February 2025 F4 · 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 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,671 | $24.89 Strike: $0.00 | $41,591.19 |
DisclosureSEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · derivative · entry 8 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,672 Underlying: Common Stock · 1,671 shares Expires 2027-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: RSU Grant February 2024 F2 · security: Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. F2 · derivative.exercise_date: Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 530 | $24.89 Strike: $0.00 | $13,191.70 |
DisclosureSEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · derivative · entry 7 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,062 Underlying: Common Stock · 530 shares Expires 2028-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,440 | $24.89 Strike: $0.00 | $35,841.60 |
DisclosureSEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · derivative · entry 6 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,440 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 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 938 | $24.89 | $23,346.82 |
DisclosureSEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · nonDerivative · entry 5 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,611 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,475 | $24.89 | $36,712.75 |
DisclosureSEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · nonDerivative · entry 4 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,549 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 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,671 | $24.89 | $41,591.19 |
DisclosureSEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · nonDerivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,074 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 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 530 | $24.89 | $13,191.70 |
DisclosureSEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,403 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 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,440 | $24.89 | $35,841.60 |
DisclosureSEC source: 0001628280-26-019310 · wk-form4_1773861517.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,873 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 20:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 5,225 | $27.54 | $143,896.50 |
DisclosureSEC source: 0001628280-26-012746 · wk-form4_1772223725.xml · derivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,225 Underlying: Common Stock · 5,225 shares Expires 2029-03-15 F1 · security: RSU Grant 2026 F2 · derivative.exercise_price: $0.00 F3 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 17:45 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 495 | $25.43 Strike: $0.00 | $12,587.85 |
DisclosureSEC source: 0001628280-25-057274 · wk-form4_1765907123.xml · derivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 991 Underlying: Common Stock · 495 shares Expires 2027-12-15 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 |
| December 15, 2025 Filed Dec 16, 2025 17:45 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 79 | $25.43 | $2,008.97 |
DisclosureSEC source: 0001628280-25-057274 · wk-form4_1765907123.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,433 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 17:45 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 495 | $25.43 | $12,587.85 |
DisclosureSEC source: 0001628280-25-057274 · wk-form4_1765907123.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,512 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,671 | $23.77 Strike: $0.00 | $39,719.67 |
DisclosureSEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · derivative · entry 9 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,343 Underlying: Common Stock · 1,671 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: RSU Grant February 2024 F5 · 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 · 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 531 | $23.77 Strike: $0.00 | $12,621.87 |
DisclosureSEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · derivative · entry 8 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,592 Underlying: Common Stock · 531 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. F3 · security: RSU Grant 2023 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,439 | $23.77 Strike: $0.00 | $34,205.03 |
DisclosureSEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · derivative · entry 7 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,440 Underlying: Common Stock · 1,439 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,026 | $23.77 Strike: $0.00 | $24,388.02 |
DisclosureSEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · derivative · entry 6 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,026 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 883 | $23.77 | $20,988.91 |
DisclosureSEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · nonDerivative · entry 5 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,017 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,671 | $23.77 | $39,719.67 |
DisclosureSEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · nonDerivative · entry 4 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,900 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 531 | $23.77 | $12,621.87 |
DisclosureSEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · nonDerivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,229 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,439 | $23.77 | $34,205.03 |
DisclosureSEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,698 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 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,026 | $23.77 | $24,388.02 |
DisclosureSEC source: 0001046025-25-000067 · wk-form4_1742334756.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,259 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 18:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 4,427 | $24.29 Strike: $0.00 | $107,531.83 |
DisclosureSEC source: 0001046025-25-000040 · wk-form4_1740682480.xml · derivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,427 Underlying: Common Stock · 4,427 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 |
| December 15, 2024 Filed Dec 16, 2024 21:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 495 | $26.17 Strike: $0.00 | $12,954.15 |
DisclosureSEC source: 0001046025-24-000189 · wk-form4_1734385388.xml · derivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,486 Underlying: Common Stock · 495 shares Expires 2027-12-15 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 |
| December 15, 2024 Filed Dec 16, 2024 21:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 94 | $26.17 | $2,459.98 |
DisclosureSEC source: 0001046025-24-000189 · wk-form4_1734385388.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,233 Read SEC document |
| December 15, 2024 Filed Dec 16, 2024 21:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 495 | $26.17 | $12,954.15 |
DisclosureSEC source: 0001046025-24-000189 · wk-form4_1734385388.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,327 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,439 | $18.38 Strike: $0.00 | $26,448.82 |
DisclosureSEC source: 0001046025-24-000061 · wk-form4_1710794447.xml · derivative · entry 9 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,879 Underlying: Common Stock · 1,439 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 530 | $18.38 Strike: $0.00 | $9,741.40 |
DisclosureSEC source: 0001046025-24-000061 · wk-form4_1710794447.xml · derivative · entry 8 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,123 Underlying: Common Stock · 530 shares Expires 2028-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 542 | $18.38 Strike: $0.00 | $9,961.96 |
DisclosureSEC source: 0001046025-24-000061 · wk-form4_1710794447.xml · derivative · entry 7 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 542 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,026 | $18.38 Strike: $0.00 | $18,857.88 |
DisclosureSEC source: 0001046025-24-000061 · wk-form4_1710794447.xml · derivative · entry 6 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,026 Underlying: Common Stock · 1,026 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 687 | $18.38 | $12,627.06 |
DisclosureSEC source: 0001046025-24-000061 · wk-form4_1710794447.xml · nonDerivative · entry 5 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,832 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,439 | $18.38 | $26,448.82 |
DisclosureSEC source: 0001046025-24-000061 · wk-form4_1710794447.xml · nonDerivative · entry 4 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,519 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 530 | $18.38 | $9,741.40 |
DisclosureSEC source: 0001046025-24-000061 · wk-form4_1710794447.xml · nonDerivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,080 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 542 | $18.38 | $9,961.96 |
DisclosureSEC source: 0001046025-24-000061 · wk-form4_1710794447.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,550 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 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,026 | $18.38 | $18,857.88 |
DisclosureSEC source: 0001046025-24-000061 · wk-form4_1710794447.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,008 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 | GrantRestricted Stock Units · Derivative | 5,014 | $18.16 Strike: $0.00 | $91,054.24 |
DisclosureSEC source: 0001046025-24-000043 · wk-form4_1709158113.xml · derivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,014 Underlying: Common Stock · 5,014 shares Expires 2027-03-15 F1 · security: RSU Grant February 2024 F2 · derivative.exercise_date: Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 495 | $21.56 Strike: $0.00 | $10,672.20 |
DisclosureSEC source: 0001046025-23-000205 · wk-form4_1702920114.xml · derivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,981 Underlying: Common Stock · 495 shares Expires 2027-12-15 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 |
| December 15, 2023 Filed Dec 18, 2023 17:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 105 | $21.56 | $2,263.80 |
DisclosureSEC source: 0001046025-23-000205 · wk-form4_1702920114.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,982 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 17:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 495 | $21.56 | $10,672.20 |
DisclosureSEC source: 0001046025-23-000205 · wk-form4_1702920114.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,087 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 | 1,025 | $22.83 Strike: $0.00 | $23,400.75 |
DisclosureSEC source: 0001046025-23-000056 · wf-form4_167900241931119.xml · derivative · entry 7 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,052 Underlying: Common Stock · 1,025 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 | 527 | $22.83 Strike: $0.00 | $12,031.41 |
DisclosureSEC source: 0001046025-23-000056 · wf-form4_167900241931119.xml · derivative · entry 6 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 542 Underlying: Common Stock · 527 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 / conversionRestricted Stock Units · Derivative | 588 | $22.83 Strike: $0.00 | $13,424.04 |
DisclosureSEC source: 0001046025-23-000056 · wf-form4_167900241931119.xml · derivative · entry 5 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 588 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 | 399 | $22.83 | $9,109.17 |
DisclosureSEC source: 0001046025-23-000056 · wf-form4_167900241931119.xml · nonDerivative · entry 4 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,592 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,025 | $22.83 | $23,400.75 |
DisclosureSEC source: 0001046025-23-000056 · wf-form4_167900241931119.xml · nonDerivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,991 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 | 527 | $22.83 | $12,031.41 |
DisclosureSEC source: 0001046025-23-000056 · wf-form4_167900241931119.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,966 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 | 588 | $22.83 | $13,424.04 |
DisclosureSEC source: 0001046025-23-000056 · wf-form4_167900241931119.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,439 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 17:06 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,653 | $28.28 Strike: $0.00 | $75,026.84 |
DisclosureSEC source: 0001046025-23-000025 · wf-form4_167725837695938.xml · derivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,653 Underlying: Common Stock · 2,653 shares Expires 2028-03-15 F1 · security: RSU Grant 2023 F3 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one fifth per year over a five 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 17:06 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 4,318 | $28.28 Strike: $0.00 | $122,113.04 |
DisclosureSEC source: 0001046025-23-000025 · wf-form4_167725837695938.xml · derivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,318 Underlying: Common Stock · 4,318 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 |
| December 20, 2022 Filed Dec 21, 2022 22:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,476 | $30.30 Strike: $0.00 | $75,022.80 |
DisclosureSEC source: 0001046025-22-000177 · wf-form4_167166115455902.xml · derivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,476 Underlying: Common Stock · 2,476 shares Expires 2027-12-15 F1 · security: RSU Grant 12/20/22 F2 · 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 |
| March 15, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 528 | $25.46 Strike: $0.00 | $13,442.88 |
DisclosureSEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · derivative · entry 7 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,069 Underlying: Common Stock · 528 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.