Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | President | 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 | 35,115 |
Ending reported balance
After 2026-03-16 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-03-16 · Exercise / conversion · Acquired 1,115 · Balance 32,178 Row 2 · 2026-03-16 · Exercise / conversion · Acquired 1,743 · Balance 33,921 Row 3 · 2026-03-16 · Exercise / conversion · Acquired 267 · Balance 34,188 Row 4 · 2026-03-16 · Exercise / conversion · Acquired 1,866 · Balance 36,054 Row 5 · 2026-03-16 · Tax withholding · Disposed 939 · Balance 35,115 |
| 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 1,115 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-03-15 | Direct | 3,488 |
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 1,743 · Balance 3,488 F1: RSU Grant February 2025 F2: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-03-15 | Direct | 1,867 |
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 1,866 · Balance 1,867 F3: 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. F4: RSU Grant February 2024 |
| Performance Share 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 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-16 · Exercise / conversion · Disposed 267 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: RSU Grant February 2025
F2: 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.
F3: 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.
F4: RSU Grant February 2024
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 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,866 | $24.89 Strike: $0.00 | $46,444.74 |
DisclosureSEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · derivative · entry 9 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,867 Underlying: Common Stock · 1,866 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. F3 · 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. F4 · security: RSU Grant February 2024 F3 · 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 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 267 | $24.89 Strike: $0.00 | $6,645.63 |
DisclosureSEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · derivative · entry 8 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 267 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 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,743 | $24.89 Strike: $0.00 | $43,383.27 |
DisclosureSEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · derivative · entry 7 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,488 Underlying: Common Stock · 1,743 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. F1 · security: RSU Grant February 2025 F2 · derivative.exercise_date: Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,115 | $24.89 Strike: $0.00 | $27,752.35 |
DisclosureSEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · derivative · entry 6 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,115 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 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 939 | $24.89 | $23,371.71 |
DisclosureSEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · nonDerivative · entry 5 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,115 Read SEC document |
| March 16, 2026 Filed Mar 18, 2026 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,866 | $24.89 | $46,444.74 |
DisclosureSEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · nonDerivative · entry 4 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,054 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 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 267 | $24.89 | $6,645.63 |
DisclosureSEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · nonDerivative · entry 3 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,188 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 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,743 | $24.89 | $43,383.27 |
DisclosureSEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,921 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 19:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,115 | $24.89 | $27,752.35 |
DisclosureSEC source: 0001628280-26-019316 · wk-form4_1773861642.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,178 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:04 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 7,081 | $27.54 | $195,010.74 |
DisclosureSEC source: 0001628280-26-012797 · wk-form4_1772226281.xml · derivative · entry 2 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,081 Underlying: Common Stock · 7,081 shares Expires 2029-03-15 F4 · security: RSU Grant 2026 F2 · derivative.exercise_price: $0.00 F5 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029 Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 21:04 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 7,081 | $27.54 | $195,010.74 |
DisclosureSEC source: 0001628280-26-012797 · wk-form4_1772226281.xml · derivative · entry 1 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,081 Underlying: Common Stock · 7,081 shares Expires 2029-03-15 F1 · security: PSU Grants 2026 F2 · derivative.exercise_price: $0.00 F3 · derivative.exercise_date: PSU Grant - 3 year cliff vesting 3/15/2029 Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 21:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | PurchaseCommon Stock | 19,106 | $22.32 | $426,445.92 |
DisclosureSEC source: 0001628280-25-053851 · wk-form4_1764021450.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Indirect · 401(K) Plan Disclosed balance after: 31,363 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 | 1,115 | $23.77 Strike: $0.00 | $26,503.55 |
DisclosureSEC source: 0001046025-25-000068 · wk-form4_1742334767.xml · derivative · entry 7 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,115 Underlying: Common Stock · 1,115 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 17, 2025 Filed Mar 18, 2025 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 2,208 | $23.77 Strike: $0.00 | $52,484.16 |
DisclosureSEC source: 0001046025-25-000068 · wk-form4_1742334767.xml · derivative · entry 6 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,208 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. F3 · shares: Represents 2761 PSU's granted on 02/22/2022. Total 1,711 PSU's vested represents percentage of Target Payout. 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 | 1,866 | $23.77 Strike: $0.00 | $44,354.82 |
DisclosureSEC source: 0001046025-25-000068 · wk-form4_1742334767.xml · derivative · entry 5 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,733 Underlying: Common Stock · 1,866 shares Expires 2027-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. F2 · security: RSU Grant February 2024 F1 · derivative.exercise_date: Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 954 | $23.77 | $22,676.58 |
DisclosureSEC source: 0001046025-25-000068 · wk-form4_1742334767.xml · nonDerivative · entry 4 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,288 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,115 | $23.77 | $26,503.55 |
DisclosureSEC source: 0001046025-25-000068 · wk-form4_1742334767.xml · nonDerivative · entry 3 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,242 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 | 2,208 | $23.77 | $52,484.16 |
DisclosureSEC source: 0001046025-25-000068 · wk-form4_1742334767.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,127 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 | 1,866 | $23.77 | $44,354.82 |
DisclosureSEC source: 0001046025-25-000068 · wk-form4_1742334767.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,919 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 19, 2025 17:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 921 | $23.77 Strike: $0.00 | $21,892.17 |
DisclosureSEC source: 0001046025-25-000072 · wk-form4_1742405875.xml · derivative · entry 3 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 921 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 19, 2025 17:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 146 | $23.77 | $3,470.42 |
DisclosureSEC source: 0001046025-25-000072 · wk-form4_1742405875.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,063 Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 17:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 921 | $23.77 | $21,892.17 |
DisclosureSEC source: 0001046025-25-000072 · wk-form4_1742405875.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,209 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 18:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 5,232 | $24.29 Strike: $0.00 | $127,085.28 |
DisclosureSEC source: 0001046025-25-000042 · wk-form4_1740682502.xml · derivative · entry 2 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,232 Underlying: Common Stock · 5,232 shares Expires 2028-03-15 F3 · security: PSU 2025 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 18:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 5,231 | $24.29 Strike: $0.00 | $127,060.99 |
DisclosureSEC source: 0001046025-25-000042 · wk-form4_1740682502.xml · derivative · entry 1 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,231 Underlying: Common Stock · 5,231 shares Expires 2028-03-15 F1 · security: RSU Grant February 2025 F2 · derivative.exercise_date: Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 880 | $18.38 Strike: $0.00 | $16,174.40 |
DisclosureSEC source: 0001046025-24-000070 · wk-form4_1710794590.xml · derivative · entry 9 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 880 shares Expires 2024-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 920 | $18.38 Strike: $0.00 | $16,909.60 |
DisclosureSEC source: 0001046025-24-000070 · wk-form4_1710794590.xml · derivative · entry 8 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 921 Underlying: Common Stock · 920 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, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 1,036 | $18.38 Strike: $0.00 | $19,041.68 |
DisclosureSEC source: 0001046025-24-000070 · wk-form4_1710794590.xml · derivative · entry 7 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,036 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 · balance_after: Represents performance stock unit granted from 2014 Omnibus Equity Plan. Units adjusted based on performance metrics. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,114 | $18.38 Strike: $0.00 | $20,475.32 |
DisclosureSEC source: 0001046025-24-000070 · wk-form4_1710794590.xml · derivative · entry 6 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,230 Underlying: Common Stock · 1,114 shares Expires 2026-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 652 | $18.38 | $11,983.76 |
DisclosureSEC source: 0001046025-24-000070 · wk-form4_1710794590.xml · nonDerivative · entry 5 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,053 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 880 | $18.38 | $16,174.40 |
DisclosureSEC source: 0001046025-24-000070 · wk-form4_1710794590.xml · nonDerivative · entry 4 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,705 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 920 | $18.38 | $16,909.60 |
DisclosureSEC source: 0001046025-24-000070 · wk-form4_1710794590.xml · nonDerivative · entry 3 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,825 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,036 | $18.38 | $19,041.68 |
DisclosureSEC source: 0001046025-24-000070 · wk-form4_1710794590.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,905 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:43 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,114 | $18.38 | $20,475.32 |
DisclosureSEC source: 0001046025-24-000070 · wk-form4_1710794590.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,869 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 5,599 | $18.16 Strike: $0.00 | $101,677.84 |
DisclosureSEC source: 0001046025-24-000042 · wk-form4_1709158093.xml · derivative · entry 2 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,198 Underlying: Common Stock · 5,599 shares Expires 2027-03-15 F3 · security: PSU Granted 02-26-24. F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 5,599 | $18.16 Strike: $0.00 | $101,677.84 |
DisclosureSEC source: 0001046025-24-000042 · wk-form4_1709158093.xml · derivative · entry 1 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,599 Underlying: Common Stock · 5,599 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 |
| March 15, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 920 | $22.83 Strike: $0.00 | $21,003.60 |
DisclosureSEC source: 0001046025-23-000051 · wf-form4_167900233584462.xml · derivative · entry 9 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,841 Underlying: Common Stock · 920 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, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 855 | $22.83 Strike: $0.00 | $19,519.65 |
DisclosureSEC source: 0001046025-23-000051 · wf-form4_167900233584462.xml · derivative · entry 8 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 880 Underlying: Common Stock · 855 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, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 903 | $22.83 Strike: $0.00 | $20,615.49 |
DisclosureSEC source: 0001046025-23-000051 · wf-form4_167900233584462.xml · derivative · entry 7 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 903 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 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 2,736 | $22.83 Strike: $0.00 | $62,462.88 |
DisclosureSEC source: 0001046025-23-000051 · wf-form4_167900233584462.xml · derivative · entry 6 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,736 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 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 944 | $22.83 | $21,551.52 |
DisclosureSEC source: 0001046025-23-000051 · wf-form4_167900233584462.xml · nonDerivative · entry 5 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,755 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 920 | $22.83 | $21,003.60 |
DisclosureSEC source: 0001046025-23-000051 · wf-form4_167900233584462.xml · nonDerivative · entry 4 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,699 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 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 855 | $22.83 | $19,519.65 |
DisclosureSEC source: 0001046025-23-000051 · wf-form4_167900233584462.xml · nonDerivative · entry 3 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,779 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 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 903 | $22.83 | $20,615.49 |
DisclosureSEC source: 0001046025-23-000051 · wf-form4_167900233584462.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,924 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 21:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,736 | $22.83 | $62,462.88 |
DisclosureSEC source: 0001046025-23-000051 · wf-form4_167900233584462.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,021 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 | GrantPerformance Share Units · Derivative | 3,345 | $28.28 Strike: $0.00 | $94,596.60 |
DisclosureSEC source: 0001046025-23-000026 · wf-form4_167725839588732.xml · derivative · entry 2 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,345 Underlying: Common Stock · 3,345 shares Expires 2026-03-15 F3 · security: PSU Grant 02/22/23 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 17:06 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,344 | $28.28 Strike: $0.00 | $94,568.32 |
DisclosureSEC source: 0001046025-23-000026 · wf-form4_167725839588732.xml · derivative · entry 1 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,344 Underlying: Common Stock · 3,344 shares Expires 2026-03-15 F1 · security: RSU Grant 2023 F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 755 | $25.46 Strike: $0.00 | $19,222.30 |
DisclosureSEC source: 0001046025-22-000055 · wf-form4_164747005338552.xml · derivative · entry 9 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 755 shares Expires 2022-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 1,888 granted on 02/27/2019. Total 755 PSU's vested represents percentage of target payout. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 856 | $25.46 Strike: $0.00 | $21,793.76 |
DisclosureSEC source: 0001046025-22-000055 · wf-form4_164747005338552.xml · derivative · entry 8 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,735 Underlying: Common Stock · 856 shares Expires 2024-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 903 | $25.46 Strike: $0.00 | $22,990.38 |
DisclosureSEC source: 0001046025-22-000055 · wf-form4_164747005338552.xml · derivative · entry 7 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 903 Underlying: Common Stock · 903 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 22:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 629 | $25.46 Strike: $0.00 | $16,014.34 |
DisclosureSEC source: 0001046025-22-000055 · wf-form4_164747005338552.xml · derivative · entry 6 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 629 shares Expires 2022-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.