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 15, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 588 | $25.46 Strike: $0.00 | $14,970.48 |
DisclosureSEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · derivative · entry 6 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 588 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, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 518 | $25.46 Strike: $0.00 | $13,188.28 |
DisclosureSEC source: 0001046025-22-000048 · wf-form4_164746990983831.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 · 518 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, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 301 | $25.46 | $7,663.46 |
DisclosureSEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · nonDerivative · entry 4 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,851 Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 528 | $25.46 | $13,442.88 |
DisclosureSEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · nonDerivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,152 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 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 588 | $25.46 | $14,970.48 |
DisclosureSEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,624 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 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 518 | $25.46 | $13,188.28 |
DisclosureSEC source: 0001046025-22-000048 · wf-form4_164746990983831.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,036 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 23:06 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,077 | $25.87 Strike: $0.00 | $79,601.99 |
DisclosureSEC source: 0001046025-22-000029 · wf-form4_164574396265568.xml · derivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,077 Underlying: Common Stock · 3,077 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 22:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 660 | $29.66 Strike: $0.00 | $19,575.60 |
DisclosureSEC source: 0001046025-21-000059 · wf-form4_161593386249873.xml · derivative · entry 7 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 660 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 · security: RSU grant 2018 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 589 | $29.66 Strike: $0.00 | $17,469.74 |
DisclosureSEC source: 0001046025-21-000059 · wf-form4_161593386249873.xml · derivative · entry 6 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,176 Underlying: Common Stock · 589 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 22:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 518 | $29.66 Strike: $0.00 | $15,363.88 |
DisclosureSEC source: 0001046025-21-000059 · wf-form4_161593386249873.xml · derivative · entry 5 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 518 Underlying: Common Stock · 518 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 22:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 420 | $29.66 | $12,457.20 |
DisclosureSEC source: 0001046025-21-000059 · wf-form4_161593386249873.xml · nonDerivative · entry 4 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,518 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 660 | $29.66 | $19,575.60 |
DisclosureSEC source: 0001046025-21-000059 · wf-form4_161593386249873.xml · nonDerivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,938 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 22:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 589 | $29.66 | $17,469.74 |
DisclosureSEC source: 0001046025-21-000059 · wf-form4_161593386249873.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,278 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 22:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 518 | $29.66 | $15,363.88 |
DisclosureSEC source: 0001046025-21-000059 · wf-form4_161593386249873.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,689 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 21:10 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,597 | $26.00 Strike: $0.00 | $41,522.00 |
DisclosureSEC source: 0001046025-21-000026 · wf-form4_161463299104457.xml · derivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,597 Underlying: Common Stock · 1,597 shares Expires 2024-03-15 F1 · security: RSU Grant 2021 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 16, 2020 Filed Mar 17, 2020 19:39 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 661 | $21.54 Strike: $0.00 | $14,237.94 |
DisclosureSEC source: 0001046025-20-000077 · wf-form4_158447393285838.xml · derivative · entry 7 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 660 Underlying: Common Stock · 661 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 19:39 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 519 | $21.54 Strike: $0.00 | $11,179.26 |
DisclosureSEC source: 0001046025-20-000077 · wf-form4_158447393285838.xml · derivative · entry 6 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,036 Underlying: Common Stock · 519 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 19:39 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 355 | $21.54 Strike: $0.00 | $7,646.70 |
DisclosureSEC source: 0001046025-20-000077 · wf-form4_158447393285838.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 · 355 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 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:39 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 372 | $21.54 | $8,012.88 |
DisclosureSEC source: 0001046025-20-000077 · wf-form4_158447393285838.xml · nonDerivative · entry 4 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,171 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:39 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 661 | $21.54 | $14,237.94 |
DisclosureSEC source: 0001046025-20-000077 · wf-form4_158447393285838.xml · nonDerivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,543 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 19:39 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 519 | $21.54 | $11,179.26 |
DisclosureSEC source: 0001046025-20-000077 · wf-form4_158447393285838.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,882 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 19:39 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 355 | $21.54 | $7,646.70 |
DisclosureSEC source: 0001046025-20-000077 · wf-form4_158447393285838.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,363 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, 2020 Filed Feb 27, 2020 21:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,765 | $24.86 Strike: $0.00 | $43,877.90 |
DisclosureSEC source: 0001046025-20-000031 · wf-form4_158283894033261.xml · derivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,765 Underlying: Common Stock · 1,765 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 |
| March 15, 2019 Filed Mar 18, 2019 23:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 356 | $31.36 Strike: $0.00 | $11,164.16 |
DisclosureSEC source: 0001046025-19-000068 · wf-form4_155295341151173.xml · derivative · entry 5 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355 Underlying: Common Stock · 356 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. F2 · security: RSU grant 2017 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, 2019 Filed Mar 18, 2019 23:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 661 | $31.36 Strike: $0.00 | $20,728.96 |
DisclosureSEC source: 0001046025-19-000068 · wf-form4_155295341151173.xml · derivative · entry 4 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,321 Underlying: Common Stock · 661 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 · security: RSU grant 2018 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 265 | $31.36 | $8,310.40 |
DisclosureSEC source: 0001046025-19-000068 · wf-form4_155295341151173.xml · nonDerivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,008 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 356 | $31.36 | $11,164.16 |
DisclosureSEC source: 0001046025-19-000068 · wf-form4_155295341151173.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,273 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 23:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 661 | $31.36 | $20,728.96 |
DisclosureSEC source: 0001046025-19-000068 · wf-form4_155295341151173.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 917 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 27, 2019 Filed Mar 2, 2019 02:40 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,555 | $33.04 Strike: $0.00 | $51,377.20 |
DisclosureSEC source: 0001046025-19-000027 · wf-form4_155149440415479.xml · derivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,555 Underlying: Common Stock · 1,555 shares Expires 2022-03-15 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 356 | $31.90 Strike: $0.00 | $11,356.40 |
DisclosureSEC source: 0001046025-18-000075 · wf-form4_152123223891093.xml · derivative · entry 4 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 711 Underlying: Common Stock · 356 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 20:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 100 | $31.90 | $3,190.00 |
DisclosureSEC source: 0001046025-18-000075 · wf-form4_152123223891093.xml · nonDerivative · entry 2 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock | 356 | $31.90 | $11,356.40 |
DisclosureSEC source: 0001046025-18-000075 · wf-form4_152123223891093.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units | 1,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000033 · wf-form4_151994124619535.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,049 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 |
| February 28, 2018 Filed Mar 16, 2018 20:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,982 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000075 · wf-form4_152123223891093.xml · derivative · entry 3 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,982 Underlying: Common Stock · 1,982 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 |
| February 23, 2017 Filed Feb 24, 2017 19:48 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000031 · wf-form4_148796565851600.xml · nonDerivative · entry 1 Henning Thomas J · CIK 0001674263 · EVP Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,067 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.